Compliance · 10DLC documentation
SMS consent & message flow
This page is the complete, publicly accessible record of how DentalRecovery collects, records, and verifies patient consent before sending any SMS messages. It includes hosted proof of the consent form, all opt-in methods, required disclosures, sample messages, keyword handling, and technical controls.
Brand name: DentalRecovery (operated by AI Automation LLC).
Service relationship: DentalRecovery is a B2B SaaS platform. Dental practices are our customers; patients are end users who receive SMS messages. Messages are sent by DentalRecovery on behalf of the dental practice, and patients are always identified as receiving messages from their dental practice.
1. Service overview
DentalRecovery connects to a dental practice’s practice management software (Open Dental) to identify treatment plans that were presented to patients but not yet scheduled. The platform then helps the practice send appointment reminder and treatment follow-up SMS messages to bring the patient back to schedule.
Message types sent: Appointment reminders, treatment plan follow-ups, and scheduling confirmations only. DentalRecovery does not send marketing, promotional, or advertising messages.
Message frequency: Patients receive a maximum of 6 messages over an 8-week period per treatment plan (approximately 1–2 messages per month). The sequence stops immediately if the patient books, declines, or opts out.
2. How patients opt in (all methods)
DentalRecovery uses two opt-in methods. Both are described below. A patient must have documented consent through at least one method before any SMS is sent. No other opt-in paths exist for this campaign.
Method A · primary
In-office patient intake form
- Where
- At the dental practice office, during the patient's first visit or during appointment check-in.
- How
- The patient completes a paper or digital intake form. The form collects name, mobile phone number, and includes an optional, unchecked-by-default SMS consent checkbox. The patient must actively check the box and sign the form. Patients can complete the intake form and receive dental treatment without checking the SMS consent box; consent is not a condition of treatment.
By providing your mobile number and checking this box, you agree to receive appointment reminders, treatment follow-ups, and other healthcare-related text messages from [Practice Name], sent via DentalRecovery (operated by AI Automation LLC), the practice’s SMS messaging provider. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time, or HELP for assistance. Consent is not a condition of treatment. See our Privacy Policy at getdentalrecovery.com/privacy.
HOSTED PROOF OF CONSENT FORM
The following is an exact reproduction of the SMS consent section of the patient intake form used by participating dental practices. The checkbox defaults to unchecked.
Patient intake form
[Practice Name] · [Practice Address]
Section 7 · SMS communication consent (optional)
By providing your mobile number and checking this box, you agree to receive appointment reminders, treatment follow-ups, and other healthcare-related text messages from [Practice Name], sent via DentalRecovery (operated by AI Automation LLC), the practice’s SMS messaging provider. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time, or HELP for assistance. Consent is not a condition of treatment. See our Privacy Policy at getdentalrecovery.com/privacy.
How consent is recorded: The dental practice records the patient’s SMS consent in their practice management software (Open Dental) by setting the TxtMsgOk field to “Yes.” DentalRecovery reads this field via API before any message is sent. If the field is not “Yes,” the patient is excluded from all SMS sequences at the database level.
Record retention: Completed, signed intake forms are retained by the dental practice for a minimum of 7 years in accordance with dental recordkeeping requirements. Forms are available for compliance verification or audit upon request.
Method B · existing patients
Double opt-in SMS
- Where
- Via SMS to the patient's mobile phone number already on file at the dental practice.
- When
- Used only for patients who were in the practice's system before the intake form was updated with the SMS consent checkbox. One-time enrollment process.
- How
- The dental practice sends a single opt-in request SMS. The patient must reply YES to enroll. Patients who do not reply or who reply STOP are never contacted again. Only patients who actively reply YES are enrolled.
HOSTED PROOF OF DOUBLE OPT-IN SMS FLOW
The following shows the exact SMS messages exchanged during the double opt-in enrollment process.
SMS conversation · double opt-in flow
Sent to patient
Patient reply
Opt-in confirmation sent
How consent is recorded: The patient’s YES reply is logged with a timestamp as the consent record. The TxtMsgOk field in Open Dental is updated to “Yes.” Patients who do not reply or reply STOP are never contacted again.
Opt-in keyword: YES
Record retention: The YES reply, timestamp, and phone number are stored in our database as the consent record and retained for the duration of the practice’s subscription plus 3 years.
Section 3
Required disclosures (present at every opt-in point)
The following disclosures are included in both opt-in methods (the paper intake form and the double opt-in SMS) at the point of consent:
| Required disclosure | Exact language used | Present in |
|---|---|---|
| Sender identification | "from [Practice Name], sent via DentalRecovery (AI Automation LLC)" | Both methods |
| Message types | "appointment reminders, treatment follow-ups, and other healthcare-related text messages" | Both methods |
| Message frequency | "Message frequency varies" | Both methods |
| Rates disclosure | "Message and data rates may apply" | Both methods |
| Opt-out instructions | "Reply STOP to unsubscribe at any time" | Both methods |
| Help instructions | "HELP for assistance" | Both methods |
| Consent is voluntary | "Consent is not a condition of treatment" | Intake form |
| Privacy policy link | getdentalrecovery.com/privacy | Both methods |
Section 4
Sample messages
The exact SMS messages sent through DentalRecovery. Each identifies the dental practice by name at the beginning. Messages are personalized with the patient’s first name, treatment, and practice contact information. Every message includes opt-out instructions.
Initial follow-up · Day 1
Bright Smiles Dental (via DentalRecovery): Hi Jane, Dr. Patel wanted to check in about the crown we discussed at your visit on March 15. We'd love to help you get that taken care of. Do you have any questions, or would you like to find a time? Reply here or call us at (201) 555-0123. Reply STOP to opt out, HELP for help.
Benefits reminder · Day 10
Bright Smiles Dental: Hi Jane, quick note: your dental benefits reset on Dec 31, and the crown we discussed would be covered now. We don't want you to miss that window. Want to grab a time this week? Reply here or call (201) 555-0123. Reply STOP to opt out.
Gentle check-in · Day 28
Bright Smiles Dental: Hi Jane, just checking in about the crown Dr. Patel recommended. We're here whenever you're ready. Want us to hold a time for you? Reply here or call (201) 555-0123. Reply STOP to opt out.
Section 5
Keyword handling
| Keyword(s) | Automatic response |
|---|---|
| STOP, UNSUBSCRIBE, CANCEL, END, QUIT | "Bright Smiles Dental: You have been unsubscribed from appointment reminders. You will not receive any more messages. Reply HELP for assistance or contact us at (201) 555-0123." Patient is immediately removed from all sequences. The opt-out is recorded in the database and in Open Dental. Never contacted again unless new consent is provided. |
| HELP, INFO | "DentalRecovery sends appointment reminders on behalf of Bright Smiles Dental. Msg frequency varies. Msg & data rates may apply. Reply STOP to unsubscribe. For assistance, contact Bright Smiles Dental at (201) 555-0123 or email support@getdentalrecovery.com." |
| YES | "Thank you! You're now opted in to appointment reminders from Bright Smiles Dental. Msg frequency varies. Msg & data rates may apply. Reply STOP at any time to unsubscribe, or HELP for assistance." Used only during the double opt-in flow (Method B). Consent is logged with timestamp. |
Section 6
Technical consent enforcement
DentalRecovery enforces consent at every layer of the system. A patient cannot receive an SMS unless all of the following conditions are met:
- PMS consent flag. The patient’s
TxtMsgOkfield in Open Dental is set to “Yes.” Verified via API before every send. - Practice approval gate. The dental practice must review and manually approve the patient for outreach through the DentalRecovery dashboard before the first message is sent.
- No active opt-out. The patient has not previously replied STOP or otherwise opted out of SMS.
- Valid mobile number. The patient has a valid mobile phone number on file (landlines and VoIP numbers are excluded automatically).
If any condition fails, the patient is excluded from the SMS sequence. There is no manual override for the opt-out check. Once a patient opts out, they cannot be re-enrolled without actively providing new consent.
Consent is never shared between practices. Each dental practice’s patient list is completely isolated. A patient’s consent to receive messages from Practice A does not authorize messages from Practice B, even if both use the DentalRecovery platform.
Section 7
Data handling & privacy
- Mobile phone numbers collected through the SMS opt-in process are never sold, rented, shared, transferred, or disclosed to third parties, affiliates, or marketing partners for marketing or promotional purposes.
- Patient phone numbers are shared only with (a) the dental practice that owns the patient relationship and (b) Twilio, our SMS carrier, solely to deliver appointment reminder messages. Twilio is contractually prohibited from using this data for any other purpose.
- Patient data is never shared between dental practices, even if multiple practices use the DentalRecovery platform.
- All data is encrypted in transit (TLS 1.2+) and sensitive credentials are encrypted at rest (AES-256).
- Message frequency: patients receive a maximum of 6 messages over 8 weeks per treatment plan (approximately 1–2 messages per month).
- Message and data rates may apply depending on the patient’s mobile service plan.
- Full details: Privacy Policy · Terms of Service.
Section 8
Contact
For questions about our SMS practices, consent process, or to request removal from messaging:
AI Automation LLC
Email: support@getdentalrecovery.com