Ruby Retention

The patient you already have is worth 5x the one you're trying to acquire.

Ruby turns one-time visits into lifetime patients. Automated follow-ups, recall campaigns, cross-service recommendations, and re-engagement sequences — all running while you focus on care.

The Opportunity

Get the full value from every patient you acquire

78%Target retention rate

Ruby helps practices keep the majority of patients coming back consistently.

$200Acquisition cost

Average cost to acquire a single new patient through marketing. Ruby maximizes that investment.

7xMore visits per patient

Practices using Ruby see patients return for multiple visits, not just one.

15%Referral rate

Engaged, retained patients become your strongest source of new referrals.

Patient Journey

From first visit to lifetime patient

Day 0First Visit

Patient completes their first appointment. Ruby begins the retention sequence.

Day 3Post-Visit Follow-up

"How are you feeling after your visit? Here are your care instructions and our direct line."

Month 3Recall Campaign

Automated recall based on treatment type: cleaning, check-up, follow-up, or lab review.

Month 6Cross-Service Recommendation

Ruby identifies adjacent services the patient may need based on their profile and visit history.

Year 1Birthday Touchpoint

Personalized birthday message with a special offer or wellness reminder. Keeps your practice top of mind.

Year 2Continued Connection

For patients approaching 12+ months since their last visit: a warm, personalized outreach to welcome them back.

Smart Triggers

The right message at the right moment

Ruby monitors patient profiles and external signals to trigger perfectly timed outreach — no manual work required.

Recall Due Dates

Automatic scheduling outreach when a patient is due for a follow-up, cleaning, annual exam, or booster.

Birthday & Anniversary

Personalized messages on birthdays and patient anniversaries with your practice. Includes wellness reminders.

Seasonal Services

Flu shots in fall, allergy season prep in spring, skin checks in summer. Ruby sends the right message at the right time.

Life Events

New baby, insurance change, relocation nearby — Ruby detects life events that create healthcare needs and reaches out.

Cross-Service Engine

Surface the right service at the right time

Ruby analyzes visit history, patient demographics, and treatment patterns to identify and recommend services across your practice.

Dental Cleaning
Teeth WhiteningInvisalign ConsultationImplant AssessmentNight Guard Fitting
Annual Physical
Dermatology ScreeningNutrition CounselingSleep StudyVision Exam Referral
Pediatric Visit
Vaccination ScheduleDevelopmental ScreeningAllergy TestingDental First Visit
The Numbers

Before Ruby vs. after Ruby

Before Ruby

33%retention rate
$400patient lifetime value
2%referral rate

After Ruby

78%retention rate
$2,800patient lifetime value
15%referral rate
Get Started

Your patients want to come back.
Ruby makes sure they do.

Turn every first visit into a relationship that lasts years. Rex handles intake, Ruby keeps patients engaged — you focus on care.