Cajoon · Patient Engagement

Talk to your patients.
Not at them.

Two-way conversations across SMS, email, and voice — with automatic recall, confirmations, and reminders running in the background. One unified inbox for the whole practice.

Two-Way SMS Smart Recall Auto Confirmations Unified Inbox
9:41
SD
Sunshine Dental
Active now
Hi Sarah, this is Sunshine Dental. Reminder about your cleaning tomorrow at 2pm with Dr. Kelly.
Reply C to confirm or R to reschedule.
Yesterday 4:30 PM
C
Yesterday 4:32 PM
You're confirmed. See you tomorrow at 2pm.
Message…
Scroll
Three Pillars

What Patient Engagement actually means

The core of every dental practice's communication stack. Cajoon ties them together in one place.

Two-Way Texting

Patients text back. You text back. Conversations replace voicemail tag and phone calls.

  • Real conversations — not blast-only sends
  • Replies route to the right team member
  • Full history saved to the patient record

Smart Recall

Patients overdue for a cleaning get automatically re-engaged. You stop losing them to the void.

  • Automatic identification of overdue patients
  • Multi-touch sequences with SMS and email
  • Live dashboard of who's been won back

Confirmations & Reminders

Multi-touch sequences ahead of every appointment. Fewer no-shows, less chairtime lost.

  • Email a week out, SMS the day before
  • One-tap reply confirmations
  • Automatic reschedule offers when needed
All 12
SMS
Email
Calls
SM
Sarah Mitchell SMS
Can I move my appointment to Friday?
2m
JL
James Liu
Thanks for the post-op instructions
14m
AR
Aisha Reyes SMS
C
1h
DB
David Brooks Call
Voicemail · 0:42
3h
MK
Maria Kim SMS
See you tomorrow!
5h
One Inbox

Every conversation. One place.

SMS, email, voicemail, web chat, missed calls. They all land in the same inbox — threaded by patient. Anyone on your team can pick up where the last person left off, without copying notes between systems.

SMS & iMessage Email Voicemail Web Chat Missed Call Text-Back
Smart Recall

Stop losing patients to the calendar gap.

Every patient over six months out of the chair gets automatically pulled into a recall sequence. SMS, email, optional voice drop — spaced over days, not hammered in a single blast. The dashboard shows you exactly who's responding.

Auto-detect overdue patients Multi-touch sequences Live response tracking Win-back rate metrics
Recall Queue
Patients overdue for hygiene
47 overdue
SM
Sarah Mitchell
Last visit: 7 months ago
Sequence: Day 1
JL
James Liu
Last visit: 9 months ago
Sequence: Day 4
AR
Aisha Reyes
Last visit: 8 months ago
Booked
DB
David Brooks
Last visit: 11 months ago
Booked
This Month
12 won back
Sequences
35 running
Confirmation Sequence

The cadence that cuts no-shows

Spaced reminders across email and SMS, with one-tap reply confirmations. Set it once and every appointment gets the same treatment.

7 Days Before
Save the date for your cleaning with Dr. Kelly
24 Hours Before
SMS Reminder: cleaning tomorrow at 2pm. Reply C to confirm.
2 Hours Before
SMS See you soon. The office is at 123 Main St.
Day Of
Confirmed Patient arrives, chair turns, schedule stays full.
Beyond the Basics

Everything else your practice needs to say

The smaller touches that turn a patient list into a relationship.

Post-Visit Follow-Ups

Automatic check-in messages after the appointment. Reduce post-op anxiety and surface review opportunities.

Missed Call Text-Back

Patient calls when you can't pick up? They get an instant text offering to text back or book online.

Birthday Messages

Auto-sent on the patient's birthday with an optional booking link. Small touch, big impression.

Group Messaging

Send the same message to a filtered patient segment without revealing recipients. Use for closures, holidays, schedule shifts.

Web Chat to SMS

Visitors on your site chat in. The conversation continues by text after they leave the page. They never get stuck waiting.

Email Campaigns

Newsletters, seasonal hygiene tips, treatment plan reminders. Same inbox, longer-form when SMS isn't right.

In Practice

Real dental workflows

How the pieces fit together for the conversations your practice has every day.

1

New patient onboarding

Patient books online. They get a welcome SMS, an intake-form link, and a Day-Of reminder. By the time they walk in, paperwork is done.

Welcome SMS Intake Form Reminder
2

Six-month recall

Patient hits six months since their last hygiene. Sequence starts: email Day 1, SMS Day 3, second SMS Day 7. They book or get a personal call from the team.

Email SMS Win-back
3

Treatment plan follow-up

Patient leaves with a treatment plan but doesn't schedule. Automated nudge at Day 3, Day 10, Day 30. Each message offers an easy way to book or ask a question.

Day 3 Day 10 Day 30
FAQs

Questions about Patient Engagement

Is messaging patients HIPAA-compliant?

Patient appointment reminders, confirmations, and recalls are generally permitted under HIPAA when patients have provided consent and messages don't include treatment details, diagnoses, or other PHI. Cajoon is configurable to support HIPAA-conscious communication, and we'll walk you through opt-in flows and message content best practices during onboarding. A signed BAA is available for practices that need one.

Do patients need to opt in to receive texts?

Yes, per FCC and TCPA rules. Cajoon includes consent collection workflows during patient onboarding and intake forms. Patients can opt out at any time by replying STOP, which is logged automatically. We'll set up consent capture during onboarding so you stay compliant from day one.

Can I customize the message templates?

Every template is fully editable: your practice voice, your branding, your timing. We start you with proven templates for confirmations, recall, follow-ups, and birthday messages, and you tune them to match how your front desk actually talks. You can also create custom sequences for any scenario.

Does it work with my practice management software?

Cajoon is designed to work alongside your existing PMS. Common integrations include Dentrix, Eaglesoft, Open Dental, and Curve. If you use a system we don't natively integrate with, we can usually connect via CSV sync or Zapier. We'll confirm fit during the demo.

How long does setup take?

Most practices are live within 7 to 14 days. The longest part is configuring opt-in flows, importing patient lists, and tuning the message templates to your voice. We handle the technical lift; you review and approve.

What happens if a patient replies with something the automation can't answer?

The message routes to a team member in your unified inbox with a notification. The original automation pauses for that patient so they don't get conflicting messages. Your team picks up the conversation, and the automation resumes when appropriate, or stays paused.

Ready when you are

Start a real conversation
with every patient

See Cajoon's Patient Engagement in action. We'll walk through your current workflow and show you what changes.