Resources

arrow iconarrow icon

8 Best Dental Recall Software that Integrates with Dentrix (2026)

8 Best Dental Recall Software that Integrates with Dentrix (2026)

Table of Contents
Subcribe to Our Newsletter
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Your front desk is losing recall patients every day. The data is already in Dentrix; turning that overdue list into booked appointments still takes staff time most practices don't have. The best dental recall software that integrates with Dentrix in 2026 are Resonate, Arini, Builts AI, NexHealth, PatientXpress, RevenueWell, Weave, and Dentrix Patient Engage, with Resonate ranked first for its 24/7 call, text, chat, and recall coverage and five-business-day Dentrix deployment.

  1. Resonate - AI dental receptionist platform handling calls, texts, chats, and outbound patient recall
  2. Arini - AI phone agent with native bidirectional Dentrix booking and recall list pulls
  3. Builts AI - dental recall and triage automation documented in a 90-day case study
  4. NexHealth - patient engagement layer syncing recall workflows across Dentrix and other systems
  5. PatientXpress - recall reminder software with one-click booking for Dentrix practices
  6. RevenueWell - all-in-one dental marketing platform with Dentrix-compatible recall and reactivation campaigns
  7. Weave - communications platform offering appointment reminders and bulk texting for healthcare practices
  8. Dentrix Patient Engage - Henry Schein's native recall messaging add-on built for Dentrix
Tool Deployment & Onboarding Automated Recall & Reactivation Published Outcome / ROI Evidence
Resonate 5-business-day deployment; white-glove onboarding Outbound outreach for recall; 24/7 automated $81,000 in production potential from new patient appointments and 41 new patients in 30 days (Allied OMS case study)
Arini Not published Email, text, and phone reminders; customizable schedules; multiple contact attempts Not published
Builts AI Not published Recall automation; recall conversion rising from 11% to 31% (case study) 41% no-show reduction; $86,000 recovered production (90-day case study)
NexHealth Suboptimal initial setup noted by reviewers Recall functionality supported Not published
PatientXpress Not published Automated reminders when due or overdue; continuing-care intervals Not published
RevenueWell Not published Automated recall and reactivation campaigns; 100+ templates Not published
Weave No free trial for full platform Appointment Reminders; Bulk Texting and Emails Not published
Dentrix Patient Engage Not published Automated recall text and email with a message timeline Not published

‍

Each entry below explains how that tool handles recall, what it costs where pricing is public, and where it fits against the others.

‍

Dentrix tracks which patients are due for a checkup, but turning that list into a booked appointment still takes staff time on the phone, by text, or through the mail. Most of those missed calls happen during business hours, not overnight. That gap is exactly where dental recall software for Dentrix comes in: it reads the data Dentrix already has and automates the outreach that gets patients back in the chair. This guide covers what dental recall software is, how Dentrix's own continuing-care tools work, and how eight third-party and native tools compare, with Resonate leading the list for its combination of inbound coverage and automated outbound recall.

Key Takeaways

  • Recall, reminder, and reactivation are different workflows. Recall targets patients due for routine hygiene visits; reminders confirm appointments already booked; reactivation targets patients absent six months or longer.
  • Dentrix's native continuing-care tools identify overdue patients but don't automate outreach on their own. Features like the Continuing Care List and Inactive Patient List surface who is overdue; contacting them still requires a messaging layer.
  • Dentrix Patient Engage adds recall messaging directly on top of Dentrix. It schedules recall texts and emails and includes a booking link, but it is one option among several add-ons.
  • Deployment speed varies widely across vendors. Some tools publish no setup timeline at all, which matters for DSOs trying to roll out recall automation across multiple locations quickly.
  • Outcome data is inconsistent industry-wide. Few vendors publish recall-specific ROI figures, so published case studies carry real weight when comparing options.

What Is Dental Recall Software and How Does It Work with Dentrix?

Dental recall software reads overdue-patient data from Dentrix and automates the outreach that books those patients back onto the schedule, replacing the manual phone calls and list-pulls that consume front-desk time. It automates this by monitoring a practice management system for patients who become due or overdue for a procedure, then triggering a reminder or reactivation sequence without staff manually pulling a list each week.

‍

Dentrix supports this process through its continuing-care data structure. The system can identify patients overdue for recall appointments and patients without a scheduled appointment, while a separate Treatment Manager tracks patients with outstanding treatment plans.

‍

Dentrix's own marketing and patient-experience tools support automatic appointment reminders and customizable text or email campaigns to increase recall visits. That means the raw signal (who is overdue and for what) already exists inside Dentrix before any third-party software touches it. Dental recall software that integrates with Dentrix typically reads that continuing-care data, decides who to contact and when, and writes the resulting appointment back into the schedule.

Dental Recall vs. Dental Reminder vs. Reactivation: Why the Differences Matter

Recall, reminder, and reactivation workflows target different patients and need different messaging, even though practices often lump them together. Recall is about routine hygiene timing; reminders confirm what is already booked; reactivation targets patients who have drifted away entirely.

‍

A recall message goes to a patient who is due or coming due for a checkup, typically on a 3-, 4-, or 6-month cycle. A reminder goes to a patient who already has an appointment on the books and just needs a confirmation or a nudge closer to the date. Reactivation is a separate category: Dentrix describes a reactivation workflow that identifies patients absent for at least six months, looking back three to five years, which is a different audience than someone one week overdue for a cleaning. Treating all three with the same message and the same urgency is a common reason recall campaigns underperform, since a patient who is a week overdue needs a different tone than one who has not been seen in two years.

Dentrix Recare and Continuing Care: Built-In Tools vs. Dedicated Recall Software

Dentrix ships with native tools for tracking recall status, but they are built for visibility more than automated outreach. Understanding what is already included helps clarify where dedicated recall software adds value.

‍

Dentrix's built-in continuing-care tools include:

‍

  • An ASAP List for patients who want to be seen sooner than their next scheduled visit
  • A Continuing Care List showing who is due or overdue
  • An Unscheduled Treatment Plans Report and an Unscheduled List
  • Letters and Custom Lists for mail-based outreach
  • A Treatment Plans with Benefits Available Report
  • An Inactive Patient List for long-absent patients

G2 also lists Dentrix as having customizable scheduling with color-coding and drag-and-drop, and notes that the platform supports recall systems. What these native tools generally do not do is automatically text, call, or email patients on a schedule and track who responded. That gap is what dedicated recall software and add-ons like Dentrix Patient Engage are built to close.

How to Set Up Continuing Care Types and Procedure Codes in Dentrix

Getting automated recall right starts with how continuing care types are configured, since every downstream due-date calculation depends on this setup.

‍

  • Define each continuing care type separately, such as six-month prophylaxis, periodic exam, bitewings, and full-mouth series, rather than lumping them into one generic recall type.
  • Attach the correct procedure codes to each type so that completing the matching service automatically resets the due date for that specific recall category.
  • Set the interval in months for each type, matching the practice's clinical protocol rather than a single default for every patient.
  • Standardize the setup across providers so two hygienists in the same practice aren't running different recall logic for the same procedure.

Getting this configuration right before layering on any automated messaging tool prevents a common failure mode: a recall campaign that contacts patients who were already rescheduled because their due date never updated.

How to Schedule the Next Recare Appointment in Dentrix Before the Patient Leaves

The fastest way to reduce overdue recall lists is booking the next visit before the patient leaves the chair, rather than relying on a future reminder. Dentrix's Appointment Book includes a Continuing Care function that can display a patient's overdue or upcoming recall types directly at checkout, so front-desk staff can book the next hygiene visit in the same conversation instead of waiting for a mailed card or automated message weeks later. This single habit, scheduling at checkout, consistently reduces how many patients fall into an overdue recall list in the first place, which means less work for whatever recall automation tool sits on top of Dentrix.

How to Build Accurate Due and Overdue Recall Lists in Dentrix

Accurate recall lists depend on clean continuing care data and a reliable way to pull it, which is also the technical hook most third-party recall software relies on. Dentrix's own developer documentation identifies a dedicated patient-recall procedure and a view containing every patient's recall information, which is the same data structure that outside recall tools read from rather than re-entering information by hand. Practices building their own lists manually should pull from the Continuing Care List and Inactive Patient List together, since a patient who is only "overdue" and a patient who is fully "inactive" need different outreach cadences and different messaging.

Risk-Based Recall Intervals: Setting Recare Frequency by Patient Risk

Not every patient should be on the same recall interval, and adjusting frequency by risk factors like periodontal disease, caries history, or smoking status is standard clinical practice, not just a scheduling preference. Higher-risk patients are often moved to 3- or 4-month intervals instead of the standard 6-month cycle, which means the recall system needs to support more than one interval per patient type. The American Dental Association notes that modern systems can schedule appointments and issue reminders close to the visit date, which supports shorter, risk-based intervals without requiring extra manual phone calls for every check-in.

Automating Recall Campaigns: Phone, Text, Email, and In-Person Follow-Ups

A recall campaign that only uses one channel will miss patients who don't check that channel. Dentrix's own patient-communication tools support customizable text or email campaigns aimed at increasing recall visits, and Personalize Recall can send custom email messages to overdue patients that include an online-booking link so they can schedule without calling the office.

‍

A multi-channel recall sequence typically looks like:

‍

  • An initial text or email when the patient becomes due
  • A phone call attempt if there is no response within a set window
  • A follow-up message with a direct booking link
  • An in-person prompt at the patient's next unrelated visit, if one occurs before the recall is resolved

Combining channels instead of relying on one mailed postcard is the single biggest lever most practices have for moving overdue patients back onto the schedule.

Top Dental Recall Software That Integrates with Dentrix

The tools below range from narrow reminder add-ons to full AI receptionist platforms. Each description covers what the tool does, how it connects to Dentrix, and what it costs where pricing is public.

1. Resonate

Resonate is an AI dental receptionist platform built for dental groups and DSOs. It handles calls, texts, chats, and outbound outreach 24 hours a day, syncing every interaction directly into the practice's management system. It also integrates with Denticon, Open Dental, Dentrix, Eaglesoft, and Curve Dental.

‍

Within the platform, the Patient Recall Agent identifies which patients are due or overdue for care, reaches out with personalized messages that reference the patient's hygienist, last visit, and preferred times, and books them directly into open schedule gaps rather than just flagging a list for staff to work. After partnering with Resonate, the Texas-based Allied OMS practice captured $81,000 in production potential from new patient appointments and 41 new patients within 30 days. The practice's manager also described a traveling dentist who called the office, spoke with the AI receptionist named Katie, and did not realize he was speaking with AI, illustrating how natural the voice interaction sounds in practice.

‍

Industry-wide, 30% of dental calls go unanswered, which is a large part of why outbound recall and missed-call follow-up matter as much as inbound coverage for a platform built around recall.

What sets Resonate apart

  • 24/7 omnichannel coverage: handles calls, texts, chats, and outbound recall outreach in one platform, syncing every interaction to the practice management system.
  • Direct Dentrix integration: connects to Denticon, Open Dental, Dentrix, Eaglesoft, and Curve Dental without requiring a separate middleware tool.
  • Personalized recall outreach: the Patient Recall Agent references each patient's hygienist, last visit, and preferred times before booking.
  • Fast deployment: a five-business-day setup process with white-glove onboarding, built for practices that need recall automation running quickly.
  • DSO-wide scale: built specifically for dental groups and DSOs, syncing recall and other patient touchpoints across multiple locations rather than a single office.

Practices that wait on manual recall lists are competing against a category that is scaling fast, and the gap between inbound call coverage and outbound recall outreach is often where the most revenue quietly leaks out of a schedule.

How to evaluate Resonate for Dentrix recall

Practices evaluating dental recall software for Dentrix can Schedule Your Demo to see how the Patient Recall Agent handles a live recall list end to end.

2. Arini

Arini is an AI phone agent that books appointments directly into Dentrix, Eaglesoft, and Open Dental, with native bidirectional Dentrix integration that reads the calendar in real time and writes appointments back.

‍

Arini's platform pulls recall lists using customizable criteria, such as patients overdue for a six-month checkup or those who have not rebooked a hygiene appointment. It can explain recall appointments, answer basic scheduling questions, and escalate anything complex to a human staff member while handling confirmed bookings itself through real-time schedule access.

Key Features

  • Native bidirectional Dentrix integration with real-time calendar reading and appointment write-back
  • Native integrations with Open Dental, Eaglesoft, and Denticon, plus custom API connections for other systems
  • Recall list pulls using customizable criteria, such as overdue six-month checkups or unrebooked hygiene visits
  • Provider-specific availability rules, multi-location calendar synchronization, and automated waitlist management
  • Recall reminders sent by email, text, and phone with customizable schedules and multiple contact attempts

Pricing

Pricing is not publicly listed.

3. Builts AI

Builts AI publishes a case study on dental-clinic appointment recall and triage automation, describing a system practices use to contact overdue recall patients and triage their responses before scheduling.

‍

The case study tracks a 90-day window and reports a drop in no-show rate, from 15.8% to 9.3%, alongside a rise in recall conversion from 11% to 31% of the overdue patient pool. It also reports 420 incremental hygiene visits, roughly $86,000 in recovered production, and 18 hours of front-desk time reclaimed per week over that period.

Key Features

  • Tracks no-show rate changes over a defined measurement window
  • Measures recall conversion rate among the overdue patient pool
  • Tracks incremental hygiene visits generated through recall outreach
  • Measures recovered production value and weekly front-desk time reclaimed

Pricing

Pricing is not publicly listed.

4. NexHealth

NexHealth sits as a layer on top of a practice's existing system, syncing data through the NexHealth Synchronizer. A 2026 review describes it as supporting Dentrix, Eaglesoft, Open Dental, Curve, and CareStack, along with more than 70 systems total.

‍

NexHealth defines a patient recall as a method for encouraging patients who need recurring treatment, such as six-month dental checkups, to book their next appointment. Its modules cover online scheduling, digital intake forms, appointment reminders, two-way texting, payments, insurance verification, and recall.

Key Features

  • One-click recalls that let staff rebook overdue patients quickly
  • Automated texts and emails that fit the practice's existing workflow
  • A waitlist tool that fills last-minute schedule openings
  • Insurance eligibility verification completed in seconds
  • A practice analytics dashboard covering appointments and recall activity

Pricing

NexHealth does not publish pricing; quotes are provided based on practice needs, per NexHealth's pricing page.

5. PatientXpress

PatientXpress supports Dentrix, Eaglesoft, Open Dental, EZ 2000, and Practice-Web integrations, with its Dentrix connection built specifically around recall and reminder workflows.

‍

The platform offers automated reminders, one-click booking, continuing-care interval tracking, recall-result tracking, and patient-data updates that sync back into Dentrix. It can send recall reminders when patients are due or overdue for preventive care, including six-month prophylaxis, periodontal-maintenance, or routine-checkup appointments.

Key Features

  • Automated recall reminders triggered when patients become due or overdue for preventive care
  • One-click booking directly from reminder messages
  • Continuing-care interval tracking synced with Dentrix
  • Recall-result tracking to monitor responses and booking outcomes
  • Patient-data updates pushed back into Dentrix through the integration

Pricing

Pricing is not publicly listed.

6. RevenueWell

RevenueWell is a dental marketing platform that combines patient engagement software, an AI receptionist, AI insurance verification, and digital marketing services. Its Dentrix integration is compatible with Dentrix G4, G6.6+, and V23+, with enhanced functionality on versions 23 and higher.

‍

The platform's automated confirmations, reminders, recall, and reactivation campaigns run across calls, texts, and emails, using more than 100 campaign templates.

Key Features

  • An AI Receptionist that answers calls 24/7, books appointments, and logs each interaction
  • AI Insurance Verification that checks benefit information, including next eligible service dates, before appointments
  • Automated confirmations, reminders, recall, and reactivation campaigns across calls, texts, and emails
  • More than 100 campaign templates with two-way messaging and full thread history
  • Online scheduling and online payments through a patient portal

Pricing

RevenueWell does not publish dollar pricing. It offers monthly and annual contracts with free trials, per RevenueWell's site.

7. Weave

Weave is an all-in-one experience platform built for small and medium-sized healthcare businesses, including dental, veterinary, medical, and optometry practices. Its tools include AI-powered Call Intelligence, Missed Call Texting, Online Scheduling, Appointment Reminders, and Bulk Texting and Emails.

‍

A Trustpilot reviewer reported that Weave's Dentrix integration failed to transfer patient information, including addresses, from Weave e-forms into Dentrix records, and said the issue remained unresolved despite repeated reports and more than three hours on hold with support.

Key Features

  • AI-powered Call Intelligence that surfaces caller context during inbound calls
  • Missed Call Texting that follows up automatically after an unanswered call
  • Online Scheduling for patients to book without calling the office
  • Appointment Reminders sent automatically ahead of visits
  • Bulk Texting and Emails for practice-wide campaigns

Pricing

Weave's base bundle starts at $199 per month, with pre-bundled options starting at $149 per month, per Weave's pricing page.

8. Dentrix Patient Engage

Dentrix Patient Engage is Henry Schein One's own add-on built to extend Dentrix's native continuing-care data with automated messaging. It can schedule automated recall text and email messages when a patient needs to book, with a message timeline showing which recall messages go out before and after the patient's due date.

‍

The add-on's Personalize Recall feature can send customized email messages to overdue recall patients and include an online-booking link, so patients can schedule without a phone call.

Key Features

  • Schedules automated recall text and email messages tied to each patient's due date
  • Displays a message timeline showing recall messages sent before and after the due date
  • Personalize Recall sends customized email messages to overdue recall patients
  • Includes an online-booking link in recall emails so patients can book without calling
  • Keeps a history of sent emails and texts with communication statistics

Pricing

Pricing is not publicly listed.

Full Feature Comparison: Dental Recall Software for Dentrix

The table below lays out how each tool, including Dentrix's own ecosystem products, handles PMS coverage, recall automation, booking, and pricing.

Dimension Resonate Arini Builts AI NexHealth PatientXpress RevenueWell Weave Dentrix Dentrix Patient Engage Dentrix Enterprise
PMS Integrations Denticon, Open Dental, Dentrix, Eaglesoft, Curve Dental Dentrix, Eaglesoft, Open Dental, Denticon; custom API for others Not published Dentrix, Eaglesoft, Open Dental, Curve, CareStack, 70+ total Dentrix, Eaglesoft, Open Dental, EZ 2000, Practice-Web Dentrix (G4, G6.6+, V23+); Eaglesoft (noted by reviewers) Not published Native (Dentrix ecosystem) Native (Dentrix ecosystem) Native (Dentrix Enterprise ecosystem)
Automated Recall & Reactivation Outbound outreach for recall; 24/7 automated Email, text, phone reminders; customizable schedules; multiple contact attempts Recall automation; conversion rising from 11% to 31% (case study) Recall functionality supported Automated reminders when due/overdue; continuing-care intervals Automated recall and reactivation campaigns; 100+ templates Appointment Reminders; Bulk Texting and Emails Continuing Care List; Inactive Patient List; email/text campaigns Automated recall text/email; message timeline; personalized recall Monitors continuing-care status; auto-updates recall dates
Online/Direct Appointment Booking Books appointments directly into PMS Books confirmed appointments via real-time schedule access; waitlist management Not published Not published One-click booking Online scheduling Online Scheduling Not published Online-booking link in recall emails Not published
Deployment & Onboarding 5-business-day deployment; white-glove onboarding Not published Not published Suboptimal initial setup noted by reviewers Not published Not published No free trial for full platform Not published Not published Not published
Pricing Not published; available on request Not published Not published Not published Not published Not published (contracts and free trials offered) $199/mo base; options from $149/mo Not published Not published Not published
Target Customer Segment Dental groups and DSOs Dental practices Not published Not published Dental practices Dental practices, solo to group Small and medium healthcare businesses (dental, veterinary, medical, optometry) Dental practices Dentrix-using dental practices Multi-location dental / public health

‍

How Do You Track Recall Performance and Measure What's Working?

Tracking recall performance means watching how many overdue patients actually rebook, not just how many messages went out. The most useful metrics are recall rate (percentage of due patients booked within a set window), response rate by channel, and time-to-rebook.

‍

Metrics worth tracking monthly:

‍

  • Recall rate: the share of due or overdue patients who book within 30, 60, or 90 days
  • Response rate by channel: text versus phone versus email, so staff know where to focus follow-up
  • Time-to-rebook: how long it takes from the first outreach attempt to a booked appointment
  • Revenue recovered: production value tied to recall-driven bookings, which ties recall activity back to the schedule

Comparing these numbers month over month shows whether a new recall interval, a new message sequence, or a new piece of software is actually closing the gap between a continuing-care list and a filled chair.

Ready-to-Use Recall Email, Text, and Phone Scripts

Having a script ready removes the guesswork for whoever is sending the first message, whether that's a staff member or an automated tool.

‍

Text message: "Hi [Name], it's time for your checkup with [Hygienist]. Reply YES to book your next available slot, or call us at [Number]."

‍

Email subject line: "You're due for your next cleaning" with a short body naming the patient's last visit date and a direct booking link.

‍

Phone opener: "Hi [Name], this is [Practice] calling because our records show you're due for your six-month checkup with [Hygienist]. Do you have a few minutes to find a time that works?"

‍

Keeping the tone specific, referencing the hygienist and the actual due window, consistently performs better than a generic "you're overdue" message.

Final Verdict: The Best Dental Recall Software for Dentrix in 2026

Dentrix's native continuing-care tools identify who is overdue, but they stop short of automating outreach across phone, text, and chat. Dedicated recall software closes that gap, and the right choice depends on whether a practice needs a narrow reminder add-on or a full patient-communication platform built for scale.

‍

For dental groups and DSOs managing recall across multiple locations, Resonate stands out for combining 24/7 call, text, and chat coverage with automated outbound recall in a single platform that syncs directly to Dentrix. The documented results from an Allied OMS partner, $81,000 in new patient revenue and 41 new patients in 30 days, show what that combination can do when recall outreach and inbound coverage work together instead of as separate tools. Practices ready to see it in action can Book a Demo to walk through how the Patient Recall Agent works against a real Dentrix recall list.

Dental Recall Software for Dentrix: FAQs

Is Dentrix an EHR?

Dentrix is a dental practice management system, not an electronic health record platform, though it stores clinical charting, imaging, and scheduling data practices use for patient care. Its continuing-care module is what most recall software connects to, rather than a separate EHR layer.

What is the best dental recall software for Dentrix?

The best dental recall software for Dentrix depends on whether a practice wants a narrow reminder tool or a full communication platform, but Resonate's combination of inbound call coverage and automated outbound recall makes it the strongest option for dental groups and DSOs. Its direct Dentrix integration and documented recall outcomes set it apart from single-purpose reminder add-ons.

Can dental recall software automatically book appointments?

Yes, several recall platforms can book appointments automatically once a patient responds, syncing the new booking directly into the practice's schedule without staff re-entering information. Resonate's Patient Recall Agent, for example, books patients directly into open schedule gaps once they respond to outreach.

How much does Dentrix recall software cost?

Pricing varies widely across the category. Some platforms publish monthly bundles, such as Weave's base bundle starting at $199 per month, while others, including Resonate, provide custom quotes based on location count, call volume, and enabled features rather than a fixed public rate.

How do I increase dental patient recall rates?

Practices typically increase recall rates by combining risk-based recall intervals, multi-channel reminders across phone, text, and email, and automated follow-up for patients who don't respond to the first attempt. Dedicated recall software that handles multiple contact attempts without adding staff workload tends to move the needle fastest.

Can Dentrix send email and text recall reminders?

Yes, Dentrix's own marketing tools support customizable text and email recall campaigns, and the Dentrix Patient Engage add-on's Personalize Recall feature sends custom emails to overdue patients with an online-booking link included.

What dental software integrates with Dentrix?

A range of recall, reminder, and patient-engagement tools integrate with Dentrix, including dedicated recall platforms, AI receptionist systems, and Henry Schein's own Patient Engage add-on. The right fit depends on whether a practice needs simple reminders or full-coverage patient communication, including recall, built around Dentrix's continuing-care data.

AI

Ready to Get Started

Have Questions?
We're Here to Help

Connect with our team for personalized guidance

No setup fees, cancel anytime.