Echo for patient marketing
The patients you already have,back on the calendar.
Echo works your recall list, asks for the reviews that make patients choose you, runs your Google and Facebook ads, and answers everything they bring in, booking each one straight into your system of record.
AI Marketing Agent
Fills the schedule from your patients, your reviews, and your ads.
Marketing a practice is three jobs nobody has time for: bringing back the patients you already have, being the practice people find and trust when they search, and paying for attention when you need more of it. Echo runs all three. It works the recall and reactivation lists by phone and text, asks the patients who just had a good visit for a Google or Yelp review and answers the reviews that come in, and runs your Google and Facebook ads, then picks up the calls and messages those ads produce and books them, which is the step where most practice marketing quietly leaks.
Filled from your own records
What patient marketing looks like with Echo
The list nobody has time to call
Every overdue patient gets a real call, not a someday task
The recall list is the cheapest revenue in the building and the first job to slip. It takes hours on the phone, most patients don't answer the first attempt, and the front desk is already busy with the people calling in. So it waits, and the list gets longer than anyone can realistically work.
Echo works it in full. It calls and texts every patient who is overdue, answers what they ask, and books the visit into your calendar on the spot. The list stops being a backlog and becomes a schedule.
- Calls and texts every overdue patient, not a sample
- Retries the patients who didn't pick up the first time
- Books into your EHR during the conversation
Treatment that was already accepted
The patient said yes. Echo gets them on the books.
A patient agrees to the crown, the follow-up, the procedure, and then walks out without a date. It's work the practice already sold and already planned for, and it disappears because nobody had time to chase the booking.
Echo pulls the accepted-but-unscheduled treatment out of your records and calls each patient about the specific thing they agreed to, answers the cost and coverage questions that usually stall them, and puts the visit on the calendar.
- Works from accepted treatment in your own system
- Answers the cost and coverage questions that stall a booking
- Turns an unscheduled yes into a dated appointment
Patients who drifted away
A lapsed patient is a patient, not a stranger
People move, change jobs, change insurance, or simply lose the habit. Nothing in the chart flags the moment they stopped coming, so nothing ever reaches out, and a patient who would have happily returned quietly becomes someone else's.
Echo finds the patients who have gone quiet and gets back in touch like a practice that noticed. It confirms what changed, checks whether you still take their plan, and offers them a time.
- Identifies lapsed patients from your own records
- Confirms whether their plan is still accepted before offering a time
- Stops contacting anyone who asks it to
Found, chosen, and answered
The reviews get asked for, the ads get answered
The two things that decide whether a searching patient picks your practice are what your reviews say and whether anyone picks up. Both are chronically neglected: nobody has time to ask for reviews, nobody replies to the ones that arrive, and the calls your ad spend generates land in the same queue as everything else, which on a busy Tuesday means voicemail.
Echo closes that loop. It texts happy patients for a Google or Yelp review while the visit is fresh, replies to the reviews that come in, runs your Google and Facebook campaigns, and answers the calls and messages those campaigns produce on the first ring, booking them rather than logging them.
- Google and Yelp review requests, sent at the right moment
- Replies to incoming reviews and ad messages
- Books the leads your ad spend already paid for
The problem
Where the front desk falls behind today
The recall list is always someone's someday task
Working it means hours on the phone against patients who mostly don't pick up the first time. It is the easiest thing to postpone, so it gets postponed, and the list grows faster than anyone can call it.
Accepted treatment quietly goes unscheduled
A patient agrees to the crown, the follow-up, the procedure, and then leaves without a date on the calendar. Nobody chases it, and revenue the practice already earned never arrives.
Patients lapse without anyone noticing
People move, change jobs, change plans, or simply forget. There's no moment where a chart is marked lapsed, so nothing triggers, and a patient who would happily come back never hears from you.
A blast text isn't a conversation
Mass reminders reach everyone and persuade no one. They can't answer "do you still take my insurance?", can't find a time that works, and can't book: they can only ask the patient to call you back, which is the step that loses them.
How Echo helps
What the AI Marketing Agent handles for your practice
Works the entire list, start to finish
Echo calls and texts every patient on the recall, lapsed, and unscheduled-treatment lists, not just the ones a staffer had time for on a slow afternoon.
Has the conversation, not just the reminder
Patients ask why they're due, what it will cost, and whether you still take their plan. Echo answers, and only then offers a time.
Books the visit on the call
The appointment goes into your EHR while the patient is still on the phone. No callback to return, no link to hope they tap, no re-contacting the same person twice.
Pulls the list out of your own records
Overdue recalls, lapsed patients, and accepted-but-unbooked treatment come from your system of record, so the campaign targets the patients you actually have rather than a purchased list.
Asks for the review, at the moment it's deserved
After a good visit, Echo asks the patient for a Google or Yelp review by text, while they still remember it. Reviews are the single thing a searching patient looks at hardest, and they never get asked for because asking is awkward and manual.
Answers the reviews and messages that come in
New reviews get a reply, and the messages your ads and listings generate get an answer, in minutes, not on Monday. A review nobody responds to and a lead nobody calls back are the same lost patient.
Runs your Google and Facebook ads
Echo runs the campaigns and, crucially, catches what they bring in: the click that becomes a call gets answered on the first ring and booked, instead of landing in a voicemail box you paid for.
Follows up without becoming a nuisance
Echo respects contact preferences and stops when a patient asks it to, so reactivating a patient does not cost you a patient.
Speaks to each patient in their language
The recall call goes out in the language the patient is most fluent in, which is often the reason they stopped answering the last one.
How it works
How AI patient marketing works
Echo builds the campaign out of your own records and works it by phone and text until the patients on it are either booked or have asked not to be contacted.
- 1
Connect your EHR or practice management system
Echo reads recall dates, last-visit dates, and accepted treatment out of your system of record, so the list is your patients rather than a purchased one.
- 2
Choose who Echo should reach
Overdue recalls, patients who have lapsed past a date you set, accepted treatment that was never scheduled, or a segment you define yourself.
- 3
Echo works the list, the reviews, and the ads
It calls and texts the patients on your list, asks for reviews and answers the ones that arrive, runs your Google and Facebook campaigns, and books everything they bring in directly onto your calendar, in 70+ languages.
- 4
Watch it fill, and tune it
Every call and text is transcribed and summarized. Review what patients are actually saying, take over any conversation live, and adjust who gets contacted and how often.
Questions
Frequently asked
Can Echo ask patients for Google and Yelp reviews?
Yes. After a visit goes well, Echo texts the patient a review request while the visit is still fresh in their mind, which is the only moment it reliably works. It also answers the reviews that come in, so a new review doesn't sit unacknowledged for a month. Echo asks every patient the same way; it does not filter who gets asked based on how happy they seem, which is a practice review platforms prohibit.
Does Echo run Google Ads and Facebook ads?
Yes, and more importantly it answers what they bring in. Most practice ad spend leaks at the same place: the click becomes a phone call, the phone call arrives during a busy Tuesday, and it goes to voicemail. Echo runs the campaigns and picks up the resulting calls and messages on the first ring, books them, and writes them into your EHR, so you can see which spend became an appointment rather than a lead.
Where does Echo get the list of patients to contact?
Out of your own system of record. Echo reads recall dates, last-visit dates, and accepted-but-unscheduled treatment from your EHR or practice management system, so every patient it contacts is already yours. Echo does not buy or import outside lead lists.
Can Echo actually book the appointment, or does it just send a reminder?
It books. Echo has the conversation by phone or text, answers what the patient asks, finds a time that fits your provider and visit-type rules, and writes the appointment into your calendar during the conversation. There is no callback for your staff to return.
What happens when a patient doesn't answer?
Echo retries, across both call and text, at spaced-out times rather than in a burst. Most recall patients don't answer the first attempt, which is exactly why the list never gets worked by hand.
Will this annoy our patients?
Echo respects contact preferences and stops contacting anyone who asks it to, on the call or by text. The point is to reach patients who are overdue for care they want, in their own language, not to run a blast campaign at everyone in the database.
Can it answer insurance questions during a recall call?
Yes. "Do you still take my plan?" and "what will I owe?" are the questions that stall a rebooking, so Echo answers them on the call rather than asking the patient to phone the office back.
Where this shows up
Specialties that lean on this most
Dentistry
Whether you run a single GP office, a multi-location DSO, a pediatric practice, or a specialty office in endo, ortho, oral surgery, periodontics, or prosthodontics, your front desk is fielding hygiene recall, same-day emergency calls, new-patient insurance questions, and treatment-plan follow-ups all at once. Echo is configured to your exact appointment types, provider columns, and insurance workflow, so a chipped-tooth emergency, an Invisalign consult inquiry, and a six-month recall caller each get the right answer and the right slot without anyone going to voicemail.
Explore Echo for DentistryFamily Medicine & Primary Care
A primary care panel of 2,000 patients generates a relentless, predictable stream of contacts: someone needs a refill, someone wants to know if their A1c came back, someone woke up sick and wants to be seen today, and someone is overdue for their Medicare Annual Wellness Visit. Echo handles each of those call types according to your protocols, routing, booking, recalling, so your front desk staff don't spend their day buried in the phone queue instead of serving the patient at the counter.
Explore Echo for Family Medicine & Primary CareDermatology
Dermatology front desks field a uniquely mixed call load: a Mohs patient anxious about their surgical margin result, a cosmetic caller with questions about filler pricing, and a new patient worried about a changing mole, all before 9:30am. Echo manages each call type according to your protocols, books the right visit, and follows up on every cosmetic inquiry so revenue doesn't walk out the door.
Explore Echo for DermatologyOptometry & Ophthalmology
Optometry and ophthalmology practices face a scheduling challenge that most specialties don't: a single caller might need an annual exam booked to vision insurance, a red-eye visit billed to medical, or a four-week anti-VEGF injection follow-up, and the front desk must route each correctly or face a denied claim. Echo asks the right questions, books the right visit type, and proactively reaches patients who are due for recalls or whose injection cadence has slipped.
Explore Echo for Optometry & OphthalmologyWorks with your system
Where the AI Marketing Agent writes it back
AI Patient Marketing runs inside the practice management system or EHR you already have. Echo books, confirms, and logs every result directly in Open Dental, Dentrix, Dentrix Ascend, Eaglesoft, Curve Dental, PrognoCIS, eClinicalWorks, Practice Fusion, NextGen Healthcare, athenahealth, Prompt, Acuity Scheduling, Jane, WebPT: no separate queue to reconcile, no migration.
AI Patient Marketing is one of the jobs Echo runs as your AI receptionist, answering every call and text, booking into your EHR, 24/7. Or browse all Echo use cases.
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