Lifecycle automation, wired to your PMS.

Most dental email tools blast the whole patient list on Tuesdays. The result is unsubscribes, spam complaints, and patients getting a "welcome!" email three years after they became a patient. Xcare Marketing Workflows fire on PMS events - the things that actually happened in the practice - not on the calendar.

New patient books their first hygiene visit? A welcome sequence kicks off. Treatment plan presented but not accepted? A follow-up sequence with financing options. Procedure completed? A post-op care sequence with the right instructions for the right procedure. Birthday? A real birthday message, not a generic blast.

Every Xcare practice gets a starter library of workflows that just work. They're tuned across hundreds of practices and ready to turn on day one. Customization is per-practice tone and offers, not architecture.

• New patient welcome (5-touch over 30 days)
• Treatment plan follow-up (financing, second visit booking)
• Post-op care by procedure (extraction, implant, perio, ortho)
• Hygiene recall (6-month, 12-month, 18-month sequences)
• Reactivation (long-lapsed patients)
• Birthday and patient anniversary
• Insurance "use it or lose it" (Q4 benefits remaining)
• Referral thank-you and Xcare Rewards points credit

A workflow triggered by a PMS event is, by definition, relevant. The patient just had the procedure. The treatment plan was just presented. The recall is actually due. There is no guesswork, no list segmentation drift, and no awkward "we noticed you might be due" guess.

This is only possible because Xcare lives natively in the PMS. Standalone email tools have to import lists weekly and pretend the data is current. Marketing Workflows reads from the same unified ledger as every other Xcare module - it's always in sync.

Every workflow is measured against a simple counterfactual: did patients who entered the workflow book the next appointment, accept the treatment plan, or leave the review at a higher rate than patients who didn't?

Inside Xcare IQ, workflow performance is a one-question query: "compare booking rate for treatment plans presented in the last 90 days, with vs without the follow-up workflow." Workflows that move the number stay; workflows that don't get rewritten or retired. No vanity open rates, no theater.