$89K
Revenue recovered
31
Days to result
$1.6M
Avg. proposed treatment
Case Studies
James Dental
How James Dental recovered $89K in unscheduled treatment
in 31 days — without hiring a coordinator
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Written by
B
Published on
August 12, 2025
James Dental is a solo general practice in Austin, Texas, with three operatories and a team of six. Like most practices their size, they relied heavily on their two front desk coordinators to follow up on unscheduled treatment plans — a task that consistently fell to the bottom of the priority list when phones were ringing and patients were checking in.
The problem: $200K sitting in the PMS, untouched
When Dr. Sarah Kim ran her first production report in January, she found 847 unscheduled treatment plans totaling over $200,000 in proposed care. Some were six months old. Many were high-value cases — implants, full-mouth restorations — that patients had simply never heard back about.
"We knew the revenue was there," says Dr. Kim. "We just didn't have the bandwidth to chase it. My front desk team is incredible, but they're also answering phones, checking people in, filing insurance. Treatment follow-up always got pushed."
James Dental connected Codent to their Dentrix account in under two hours. Codent immediately synced with their treatment plan data and began sequencing outreach to patients with outstanding proposals — starting with the highest-value, most recent cases.
Each message was personalized to the patient's name, their specific treatment, and their provider. Codent sent the first touchpoint by text within 24 hours of setup, then followed up via email if there was no response.
"We knew the revenue was there. We just didn't have the bandwidth to chase it."
SK
Dr. Sarah Kim
Owner · General Practice · San Diego, CA
The solution: Codent as a silent coordinator
James Dental connected Codent to their Dentrix account in under two hours. Codent immediately synced with their treatment plan data and began sequencing outreach to patients with outstanding proposals — starting with the highest-value, most recent cases.
Each message was personalized to the patient's name, their specific treatment, and their provider. Codent sent the first touchpoint by text within 24 hours of setup, then followed up via email if there was no response.
The results: $89K in 31 days
By the end of the first month, Codent had contacted 312 patients from the treatment backlog. 78% received follow-up within the first 48 hours of setup. Of those contacted, 43 booked appointments — generating $89,400 in production.
The front desk team described the change as feeling like they'd "gained a third coordinator" — one who worked evenings, weekends, and never needed a sick day.
The impact: Enhanced collaboration across teams
Before Codent, treatment follow-up lived entirely in one coordinator's head — a mental list of "people to call back" that rarely survived a busy Tuesday. Now every outreach attempt, response, and booked appointment syncs directly back into Dentrix, visible to the whole team in real time.
Dr. Kim's hygienists started flagging overdue patients during cleanings, knowing Codent would pick up the follow-up automatically. Front desk no longer had to keep a separate spreadsheet of "who we texted" — they could see it in the same screen they already worked from.
"It stopped being one person's job and started being something the whole practice could see," says Dr. Kim. "Everyone knew what was moving and what wasn't."
The outcome: Increased efficiency and
streamlined processes
Three months in, James Dental's treatment backlog had shrunk from 847 unscheduled plans to under 200 — and stayed there. Instead of a growing pile of untouched proposals, follow-up became a rolling process: new plans entered the queue, Codent reached out within 24 hours, and the front desk only stepped in for patients who needed a human conversation.
The front desk team estimates they've reclaimed roughly 6–8 hours a week that used to go into manual callback lists and follow-up texts — time now spent on patients actually in the chair. Dr. Kim has since expanded Codent's use to include missed-call recovery, closing another gap that used to fall through the cracks during peak hours.
"We didn't hire anyone new," Dr. Kim notes. "We just stopped losing revenue we'd already earned."
On this page
The problem: $200K sitting in the PMS, untouched
The solution: Codent as a silent coordinator
The results: $89K in 31 days
The impact: Enhanced collaboration across teams
The outcome: Increased efficiency and streamlined processes
about the practice
Practice type
General practice
Location
Austin, TX
Practice size
3 chairs, 6 staff
PMS used
Codent since
Jan 2025
Codent features used
Native PMS sync
Patient communication
Missed call recovery
Revenue insights
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