Your patients said yes.Then life got in the way.We bring them back.
Retaine automatically recovers revenue from unscheduled treatment plans — following up with the right patient, at the right time, with AI-powered messages that sound like your front desk. Average practices recover $150,000+ per year.
Every dental practice has the same silent revenue leak
Average annual unscheduled treatment backlog per practice
ADA
Treatment plan completion rate (down from 56%)
Planet DDS 2025
Drop-off rate after patient acceptance
Planet DDS 2025
Patients accept treatment plans with good intentions — then forget, get busy, or feel overwhelmed by cost. Your front desk team is too stretched to personally follow up with every one of them. The result: hundreds of thousands of dollars in already-accepted treatment sitting unscheduled every single year.
This isn't a patient problem. It's a systems problem. And it's solvable.
Intelligent follow-up that works while your team focuses on patients
Treatment plan detected
Retaine syncs with your PMS and instantly identifies every accepted treatment plan that hasn't been scheduled. AI matches each plan to the best follow-up sequence automatically.
AI-powered multi-channel outreach
AI generates personalized SMS, email, and voicemail messages tailored to each procedure and patient. When patients reply, AI classifies their intent and drafts a response — your team just clicks send.
Patient books. Revenue recovered.
Patients reply, click a secure booking link, or call in. AI detects booking intent and flags conversions automatically. You track every dollar recovered in real time. Average conversion: 34%.
Average practices recover $150,000 – $300,000 per year. At $199/month, that's a 75–125× ROI.
How much is your practice leaving on the table?
Enter two numbers. See your opportunity in seconds.
From detected to booked — without lifting a finger
Describe the procedure. AI builds the entire sequence.
Tell Retaine what you're following up on — crowns, implants, SRP — and AI generates a complete multi-step sequence: channels, timing, tone progression, and personalized messages. Already have sequences? AI automatically matches new treatment plans to the best one with a confidence score. You review, tweak, and approve. Drag steps to reorder. Set delays in days or hours.
"Hi Maria, this is a reminder from Dr. Smith's office about your treatment plan. We'd love to get that scheduled for you..."
Select treatments. AI picks the right sequence instantly.
Your pending treatments page shows every accepted plan that hasn't been scheduled — with total revenue at stake. Select patients, and AI instantly ranks your sequences by relevance: matching procedure codes, treatment categories, and past conversion performance. One click to enroll. No guesswork, no manual assignment.
AI reads every reply so your team doesn't have to triage.
When patients respond, AI instantly classifies their intent — booking requests, questions, opt-outs — and drafts a context-aware reply your team can send in one click. Every conversation lives in a unified inbox with real-time updates, intent badges, and delivery status. No more digging through texting apps or guessing what patients want.
Hi Maria, just a reminder about your treat...
Hi yes I'd like to schedule that crown
"Great! We have openings this week. Would Thursday at 2pm work for you?"
Know exactly what's working.
Track conversion rates by sequence, channel, and procedure type. See a full conversion funnel from message sent to appointment booked. Identify your best-performing sequences and channels. Prove ROI to your partners in one report.
Secure booking — no app download required.
Patients receive a secure, single-use link to view their treatment plan details and request an appointment based on their preferred days and times. The link expires after 72 hours. HIPAA-compliant by design — token-based access with SHA-256 hashing. Works on any phone.
Link expires in 72 hours
Built for treatment plan recovery. Not for everything else.
Most practices already use a communication tool. None of them are running automated multi-step sequences that track revenue recovered.
Retaine Treatment plan recovery engine | Weave General communication platform | RevenueWell Dental marketing & recalls | Built-in PMS Dentrix / Eaglesoft / Open Dental | Manual Spreadsheets & phone calls | |
|---|---|---|---|---|---|
Automated multi-step follow-up sequences | Yes | No | No | No | |
SMS + Email + Voicemail in one sequence | Yes | No | No | ||
Detects unscheduled plans automatically | Yes | No | No | No | |
AI-drafted replies & intent classification | Yes | No | No | No | No |
AI-generated sequences & smart matching | Yes | No | No | No | No |
Revenue recovered dashboard | Yes | No | No | No | No |
Zero front desk action required | Yes | No | No | No | No |
Per-sequence conversion analytics | Yes | No | No | No | |
Open Dental / Dentrix / Eaglesoft sync | Yes | Yes | Native | No | |
HIPAA-compliant messaging | Yes | Yes | Yes | Yes | N/A |
Setup time | < 10 min | Weeks | — |
Already using Weave?
Weave is excellent for phones, payments, and appointment reminders — we're not here to replace it. Retaine does the one thing Weave doesn't: it runs your treatment plan follow-up automatically, from detection to booked appointment, with no staff involvement. Most practices run both.
See how Retaine worksSee $28,000+ in recovered revenue before you connect a single patient.
Try Retaine instantly with demo data
Works with the PMS your practice already uses
Open Dental
Native API sync
Real-time
✓ SupportedDentrix
Connector setup
(Dentrix G)
✓ SupportedEaglesoft
Scheduled sync
+ webhook
✓ SupportedManual / CSV
Any PMS via CSV
import
✓ SupportedDon't see your PMS? We're adding new integrations monthly. Tell us what you use →
Built for healthcare from day one
HIPAA Compliant
All patient data is encrypted at rest and in transit. We sign a Business Associate Agreement (BAA) with every practice. PHI is never included in outbound messages — patients access treatment details only through secure, token-based portal links that expire after 72 hours.
BAA ProvidedTCPA-Safe Messaging
Every SMS includes opt-out instructions per TCPA requirements. Our platform manages do-not-contact (DNC) lists automatically — patients can be flagged as DNC from the patient detail page or inbox. Patient consent is tracked and auditable.
Compliant Opt-OutEnterprise-Grade Security
Hosted on Supabase with row-level security (RLS) ensuring practices only ever see their own data. Portal tokens use SHA-256 hashing and single-use enforcement. All API routes are server-side only — no patient data exposed to the browser.
SOC 2 In ProgressWe've been in the pilot for 8 weeks. The sequences run themselves — our front desk doesn't think about it. We've already recovered two implant cases we would have lost.
— Lead RDH, Pilot Practice (Denver, CO)
Currently in private beta
Join them on the waitlist →Simple, transparent pricing
One practice. One price. No per-message fees, no seat limits.
Pro Practice
- Unlimited treatment plan sequences
- SMS, email + voicemail outreach
- Unified patient inbox
- PMS integration (Open Dental, Dentrix, Eaglesoft, CSV)
- HIPAA-compliant patient portal
- BAA provided
- Analytics & revenue tracking
- Unlimited team seats
Questions about pricing? Email us at hello@retaine.io
Stop leaving $150,000 on the table every year.
Join the waitlist. Get early access.