Define workflow logic for new patient exams, hygiene recalls, orthodontic adjustments, emergencies, and post-op checks. Choose timing based triggers, for example, send a confirmation instantly, a reminder 48 hours before, and a last check 2 hours before. Personalize content by visit type, practitioner, or payer. For orthodontic care, include links to your orthodontic case presentation, photos, and financing details. For restorative care, attach your dental treatment plan template and pre-procedure guidance. Set recall windows and cadence so your dental recall system runs on schedule and routes to the right hygienist and location.