Holy AutomationPatient · Margaret Whitfield
Last visit 11.04.2024 · Recall due · Hygiene + bitewings recommended
Maxillary · upper
Q1 · upper rightQ2 · upper left
Mandibular · lower
Q4 · lower rightQ3 · lower left
Healthy · recent
Watch · 6mo+
Treatment overdue
Scheduled
Implant / restoration
Today's chairs
Op 1–4 · 8:00 AM to 5:00 PM
8:00 AM
9:00
10:00
11:00
12:00
1:00 PM
2:00
3:00
Op 1
Dr. Asher · Hygiene
8:00 — 9:00
M. Whitfield
Prophy + BWs
9:00 — 9:50
J. Park
Adult cleaning
10:00 — 10:30
L. Romero
10:45 — 11:45
D. Bishop
Perio recall
1:00 — 2:00
A. Tan
Prophy
2:00 — 2:30
R. Iyer
2:30 — 3:30
S. Goss
Prophy
Op 2
Dr. Asher · Restorative
8:00 — 9:30
B. Castellanos
Crown #14 · seat
9:30 — 10:00
M. Lee
10:15 — 12:00
K. Howe
2-surf composite #19
1:00 — 2:30
P. Singh
Crown prep #30
2:30 — 3:30
Unconfirmed · Wells
Agent following up
Op 3
Dr. Calhoun · Hygiene
8:00 — 9:00
G. Marston
Prophy
9:00 — 10:00
H. Yoon
SRP UR/UL
10:00 — 11:00
F. Delgado
Prophy + fluoride
11:30 — 12:00
Open · agent filling
1:00 — 2:00
N. Beauregard
Perio recall
2:00 — 3:00
T. McKenzie
Prophy
3:00 — 4:00
V. Olivera
Prophy
Op 4
Dr. Calhoun · Surgical
8:30 — 9:00
E. Thurston
9:00 — 11:00
W. Anand
Implant placement #19
11:00 — 12:00
M. Boudreaux
Ext #32
1:00 — 1:30
C. Ferrell
1:45 — 3:30
A. Whitlow
Crown prep + temp
Recall queue
Patients overdue for hygiene · agent reaches out automatically · you can review or override
| Patient | Last visit | Recall type | Insurance | Status | |
|---|---|---|---|---|---|
MW Margaret Whitfield |
11.04.24 · +47d |
Prophy + BWs | BCBS · $0 | Replied · books for Thu | |
JP Jonas Pettigrew |
10.18.24 · +63d |
Perio maintenance | Delta · $42 | Texted · awaiting reply | |
AC Arden Cho |
02.12.25 · +12d |
Pediatric prophy | United · $0 | Booked · Sat 9:30 | |
RS Roland Saint-Cyr |
07.22.24 · +151d |
Prophy + exam | Self-pay | 3 attempts · escalating | |
EH Elena Holcombe |
12.03.24 · +18d |
Prophy | Cigna · $0 | Booked · Mon 10:00 | |
TF Theo Fairchild |
— |
New patient exam | Aetna · verifying | Insurance verified · booking |
Front-desk agent · Stella
Now · helping Margaret reschedule
MW
Hi! Got the reminder — sorry for the delay. Can I move my cleaning to Thursday afternoon? Tuesday's not great anymore.
S
No worries at all, Margaret. I see Thursday 2.13 at 3:30 PM with Dr. Asher — would that work? Bitewings haven't been done since '22 so we'd plan for those too. (45 min)
Confirmed insurance · BCBS · no copay
MW
Perfect. Thursday it is. Thank you!
S
Booked! You'll get a confirmation text and an email with the new patient forms — quick refresh since it's been a while. See you Thursday at 3:30. ☕
Op 1 · Dr. Asher · 2.13.25 3:30 PM · forms sent
Drafting reply to Jonas Pettigrew…
This week
Mon — Tue · vs prior 4-wk avg
No-shows
2
vs 7 prev wk · −71%
Recall booked
38
via agent · 0 staff hrs
Same-day fills
6
cancellations rebooked
New patients
14
incl. 9 from website
Recent reviews
Agent replies within 4 hours
★★★★★
"Honestly the calmest dental visit I've had. Dr. Calhoun and Bethany made my daughter actually look forward to next time."
Whitney L. · Google · 2h agoStella replied
★★★★★
"They got me in the same morning for a chipped tooth. Fixed in 40 minutes. Looks like nothing happened."
Marcus T. · Google · yesterdayStella replied
★★★★☆
"Great care. Wait was a little longer than I'd hoped, but the front desk kept me posted."
Reema S. · Yelp · 2d agoFlagged for Dr. A
A/R follow-up
Agent chasing balances · 30 / 60 / 90+
D. Bishop
Crown · 11.20.24 · payment plan
$1,240
30d · paid 1/3
L. Romero
Composite + BWs · Aetna pending
$314
Insurance · 14d
P. Devereaux
Implant consult balance
$2,800
90+ d · 5 reminders