Dental shelf · Companion page
The Inactive Patient List
Count, Value and Reactivate the Patients Your Dental Practice Hasn't Seen in Years
Book coming soon
Everything the book points to is here, chapter by chapter. The page is free, has no forms, and doesn't need an account or an email address. It stays at this address after the book is printed, and it's where corrections go.
Coming soon
Provisional cover
Chapter by chapter
Each chapter's resource callout points here. Worksheet PDFs are still being produced; until they're ready, the blank sheets are printed in Appendix A of the book.
Part I · The list in dollars
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Chapter 1: What Counts as Inactive
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Chapter 2: Why Patients Drift Off the Schedule
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Chapter 3: What the List Is Worth in Year One
- ToolInactive-patient value estimator
- PDF comingA3. Value-Estimate Sheet
Part II · The system
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Chapter 4: Clean the List Before Anyone Calls
- PDF comingA4. Cleaning Log
- PlannedExclusion steps in more detail
- PlannedReport steps per practice system, dated
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Chapter 5: Four Cuts of the List
- PDF comingA5. Segmentation Sheet
- PlannedReport steps per practice system, dated
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Chapter 6: Chairs, Phones and the Order of Work
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Chapter 7: One Plain Request
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Chapter 8: The Returning Patient's First Visit
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Chapter 9: Counting Who Came Back
Part III · Running it
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Chapter 10: Stop the List from Refilling
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Chapter 11: The First Ninety Days
Chapters 3 and 9 · Appendix B
The inactive-patient value estimator
It runs the book's formula for each segment of your list and prints every line: returners before and after the baseline, value per returner, first-year collected, outreach cost and net, plus the floor with every old treatment plan set to zero and the capacity-limited case. It runs in your browser and takes totals only. Load the Kestrel Park example and it reproduces Appendix B to the cent.
Worksheets and records (Appendix A)
Blank versions of the sheets built in each chapter. Each one takes counts and totals only; none needs a patient's name. Printable PDFs will be posted here as free downloads with no form.
- A1 Active and Inactive Definition Sheet Chapter 1 PDF coming
- A2 Drift-Reasons Tally Chapter 2 PDF coming
- A3 Value-Estimate Sheet Chapter 3 PDF coming
- A4 Cleaning Log Chapter 4 PDF coming
- A5 Segmentation Sheet Chapter 5 PDF coming
- A6 Capacity Work Order Chapter 6 PDF coming
- A7 Message-Structure Grid Chapter 7 PDF coming
- A7b Consent-Prerequisite Checklist Chapter 7 PDF coming
- A8 Returning-Patient Intake Checklist Chapter 8 PDF coming
- A9 Reactivation Tracking Record Chapter 9 PDF coming
- A10 Monthly Inactive-Flow Record Chapter 10 PDF coming
- A11 Ninety-Day Plan and Weekly Review Agenda Chapter 11 PDF coming
Planned pages
Anything that changes after printing lives on a dated web page instead of in the book. These are the ten pages the book routes to the web. One is live. The rest are planned, and none is linked until it exists.
The rules pages and the guides need a qualified reviewer. No page about consent, calling and texting rules or privacy will go up until the reviewer named below has read it, and each will carry its review date and reviewer. This page doesn't summarise those rules in the meantime.
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/tools/inactive-patient-value-estimator/ Live
The calculator (browser-only, aggregate inputs)
Reviewer: None needed
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/rules/texting-consent/ Planned
Call and text consent (federal)
Reviewer: Regulatory reviewer
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/rules/state-calling-and-texting/ Planned
State calling and texting rules
Reviewer: Regulatory reviewer
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/rules/hipaa-patient-communications/ Planned
Marketing versus treatment messages, and what not to put in them
Reviewer: HIPAA privacy reviewer
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/benchmarks/dental-visits/ Planned
Dated national visit, coverage and cost-barrier figures
Reviewer: None (dated sources)
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/benchmarks/dentist-capacity/ Planned
Dated reading of the national dentist-capacity poll
Reviewer: None (dated source)
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/software/list-pull/ Planned
Report steps per practice system, dated
Reviewer: Office-manager reviewer
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/guides/active-vs-inactive-patients/ Planned
Definitions and the ADA link
Reviewer: Dental reviewer
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/guides/inactive-list-cleanup/ Planned
Exclusion steps in more detail
Reviewer: Office-manager reviewer
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/guides/returning-patient-visit/ Planned
Intake steps with a dated benefits section
Reviewer: Dental reviewer
Errata and updates
None yet. The book isn't published. Corrections will be listed here with the date and the exact change, as the editorial policy describes.
What's next
The current list of books in this series, kept up to date. See the catalogue.
The Letter
Occasional news of new books, tools and corrections. About The Letter.
Help with the work
If you'd rather have someone help make the change, see Services. Any business connection to the author is disclosed there.