SMS vs Postcard: Testing Which Recall Method Actually Brings Dental Patients Back for Their Check-Up
I'll say the thing most dental marketing advice won't: nobody can tell you upfront whether SMS or postcards will bring more of your overdue patients back into the chair, because it depends on your patient base, your software, and how overdue people actually are 💖. What I can tell you is exactly how to find out, properly, in one recall cycle — instead of guessing, or running two expensive campaigns forever out of habit.
What most clinics get wrong
Most practices pick one recall channel, usually email because it's free, and stick with it indefinitely. Recall emails for a six-month check-up often go straight into a mental "later" pile, especially once a patient is genuinely overdue and has half-forgotten the reminder exists. When practices do branch out, they tend to switch the entire list to SMS, or the entire list to postcards, based on a hunch — rather than testing both on the same overdue segment and letting actual rebooking numbers decide.
- Pull every patient overdue for a check-up by more than 30 days from your practice management software.
- Split that list roughly 50/50 — alternating by patient ID is fine, you don't need fancy randomisation.
- Send Group A an SMS: short, friendly, with a direct booking link or a phone number to call.
- Send Group B a postcard: a clear headline, the practice name and number, and one obvious next step.
- Tag every new booking by which recall channel brought the patient in, and track both groups for 30 days.
- Run it again on the next overdue batch before you decide for good — one cycle can be skewed by a public holiday, a mail delay, or a single bad SMS send time.
How to run the test without overcomplicating it
Keep the message content as close to equivalent as you can across both channels, so you're testing the channel, not the wording. Use a distinct phone number extension, a unique short link, or a simple tag in your practice software so every rebooking traces back to SMS or postcard — without that step, the test tells you nothing. Send both on the same day, since a gap between batches lets seasonal factors muddy the comparison. And resist calling the result after a handful of bookings; dental recall cycles are slow, so give each batch the full 30 days.
Please note: general information, not medical or clinical advice — check current AHPRA and professional body guidance before relying on it.
- Don't test with your whole list at once — a clean 50/50 split on one overdue segment gives you a result you can trust.
- Don't change the offer or wording between channels; keep the message equivalent so you're only testing delivery method.
- Don't call it after one short burst of bookings — dental recall takes weeks to play out, not days.
- Don't forget to tag the booking source — without tracking, you'll have two campaigns and no answer.
Frequently asked questions
Which channel is cheaper to run?
SMS is almost always cheaper per message than printing and posting a postcard, but cost per send isn't the number that matters — cost per rebooking is. A slightly pricier channel that brings back more overdue patients can still be the better investment.
Can we just use both channels for everyone?
You can, and plenty of practices land there eventually, but it's worth testing first so you know whether you're paying for two channels because both genuinely add bookings, or because nobody's ever checked.
Does this work for short-notice reminders too, not just overdue recall?
Not really the same test. Short-notice appointment reminders (24–48 hours out) are a different problem with their own best practice — SMS tends to dominate there simply because of speed, regardless of what wins your longer recall test.
What if the test is basically a tie?
That's a genuinely useful result, not a failed test — it usually means your patient base is mixed enough that running both channels permanently, split by what you learned about who responds to what, is the right call rather than picking one and dropping the other.
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