Free dormant patient audit

How much revenue is sitting in your patient list?

Some of your best next patients already know your clinic. They came before. Then they stopped.

We’ll find them.

Send us a read-only export from your practice system. Within two business days we’ll show you how many patients are overdue, what that opportunity may be worth, and which 20 to look at first.

  • $0
  • No card
  • No obligation
  • You keep the file
Patient listexample
  • Patient 0013 weeks
  • Patient 0024 months
  • Patient 0036 weeks
  • Patient 0047 months
  • Patient 00511 months
  • Patient 0062 weeks
  • Patient 00718 months
OverdueLast visit, per patient

Patients don’t always say goodbye.

They don’t cancel their relationship with your clinic. They just stop booking.

One month becomes three. Three becomes six. Eventually they’re buried somewhere in your patient list.

One patient’s visits
JanAprJul OctJanApr
Last visit: 9 months agoPotentially dormant
127184683
Example figures, not a claim about your clinic.

We turn the list into something your team can actually use.

Watch one example export become the audit. All numbers below are made up for the demonstration.

01

You send the raw export.

Whatever your practice system gives you. We’ll tell you which report to run.

export.csv2,847 rows
PatientLast visitService
0013 weeksTox
0024 monthsFiller
0036 weeksHygiene
0047 monthsTox
00511 monthsMembership
Messy is fine
02

We work out who is actually overdue.

“Overdue” isn’t the same for every treatment. We compare each patient’s last visit against the recall window for that service.

If your clinic uses different windows, tell us and we’ll use yours.

Recall check2,847 → 683
ToxLast visit 14 weeks · window ~12 weeksOverdue
HygieneLast visit 4 months · window ~6 monthsNot due yet
1,936Active228Not yet due683Overdue
03

Then we group them.

By how long it has been, and by what they came in for.

Grouped683 overdue
3–6 months259
6–12 months301
12+ months123
Tox 213Filler 97 Hygiene 241Membership 132
04

Then we estimate the opportunity.

Overdue patients multiplied by your own average ticket for that service.

We use your numbers, not an industry average.

Addressable revenueexample
213overdue tox patients × $520your average ticket = $110,760addressable revenue
An estimate of addressable opportunity, not guaranteed revenue.
05

683 names isn’t a to-do list.

You need to know who to start with. We sort by highest value and most overdue, and hand your front desk the first twenty.

Your first 20sorted
  • 1Patient 184High value · 7 months overdue
  • 2Patient 441Repeat patient · 5 months overdue
  • 3Patient 093High-value service · 9 months overdue
  • 4Patient 217… and 16 more
Example records. Never real patient data on this page.
2,847records 683overdue $184,320addressable 20to review first

Demonstration figures only. They are not results from a SHMEL customer and not a prediction for your clinic.

Two days later, this lands in your inbox.

One file, built from your own data, that your front desk can start working the morning it arrives.

dormant-patient-audit.xlsxexample
OverviewDormant patientsBy serviceRevenue opportunityTop 20Exclusions
683patients potentially overdue
$184,320estimated addressable revenue
20priority patients
By service
Tox213
Filler97
Hygiene241
Membership132
Exclusions applied
Opt-outs removed✓
Quiet-hour rules✓
Consent rules✓

A spreadsheet, not a dashboard you have to log into. Example contents shown.

“You want me to send you patient data?”

Yes — so here is exactly how it is handled.

1 · BAA first

We sign a Business Associate Agreement before protected patient data changes hands. Every time, without being asked.

2 · Read-only export

You send the report we tell you to run. We do not connect to your practice system for the audit.

3 · No patient contact

We analyse the file. We do not call, text or email a single one of your patients.

4 · File deleted

Deleted automatically thirty days after we deliver the audit unless you become a customer, and on request at any time.

Here’s the whole process.

1Request the auditTell us what practice system you use.
2We sign the BAABefore protected data moves.
3We tell you what to exportNo integration. No technical project.
4You send the fileMessy is okay.
5We analyse itYour recall windows, your average ticket.
6You get the auditWithin two business days.

That’s it. No implementation, no card, no contract.

Your data is messy?

Good. Everyone’s is.

Duplicate patients. Different spellings. An old software migration that lost visit history. We’ve seen it.

Don’t spend three days cleaning a spreadsheet first. Send what you have, and we’ll tell you if something stops us using it.

Duplicate recordsTwo spellings of one name Missing visit historyOld migration Blank fields

Why is this free?

Because it is the fastest way to show you what SHMEL can actually see in your data. We could tell you that dormant-patient reactivation matters. We would rather show you using your own numbers.

You keep the audit whether or not you become a customer. No card, no obligation.

Free auditOne file. One time.
SHMELWatches continuously, drafts the reactivation, runs the marketing and measures it.
The audit is a snapshot. SHMEL is the ongoing system.

Let’s see what’s hiding in your patient list.

A founder reads every request. No card, and no sales call required.

  • $0
  • No card
  • You keep the file

We use this to run your audit and to reply. We do not sell data and we do not add you to a drip campaign. See the privacy policy.

We use this to run your audit and reply. We don’t sell your information or add you to a marketing drip. Privacy policy.

The questions people actually ask.

Is it really free?

Yes. No card and no obligation, and you keep the audit whether or not you ever buy anything.

Will you contact my patients?

No. The audit is analysis only. We do not call, text or email a single one of your patients.

Do you sign a BAA?

Yes, before any protected patient data is sent. Every time, without being asked.

What if my data is messy?

Send what you have. Duplicates, two spellings of one name, a migration that lost visit history — we will work with what exists and tell you if something stops us using it.

How long does it take?

Within two business days of receiving the export.

What happens to the file afterwards?

We delete it on request at any time, and automatically thirty days after we deliver the audit unless you become a customer. Retention detail is in the privacy policy.

Those patients are already in your system.

Let’s find the ones worth looking at again.

  • $0
  • 2 business days
  • No card
  • You keep the file