Pediatric dentistry
Willowmere Grove Pediatric Dentistry · Pediatric dentistry · Portland, OR
Esme Benvenuti is the front desk lead at Willowmere Grove Pediatric Dentistry, a pediatric dental practice, and uses this to move each prospective young patient from the parent's first call through intake, insurance and a first exam to a signed yearly care agreement.
HealthcareSales pipelineImports3 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
Use this templateInquiry board
InquiriesWren Vandermeer-Okwu
Odette Castellucci-Adeyemi
Milo Tolliver-Svensson
Linnea Fenwright-Nakamura
Hazel Quinlivan-Park
Atticus Rutherford-Gyamfi
Pippa Draycott-Osei
Rafferty Teague-Kimani
Juniper Bellweather-Bright
Felix Holloway-Mehta
Clementine Wolcott-Lindholm
Theo Achterhof-Zhou
Marlow Pemberley-Abara
Ivy Szymanski-Cho
Bram Garrowby-Banda
Soren Kowalczyk-Oyelaran
Nell Rutherford-Gyamfi
Jasper Dellarocca-Iyer
Arlo Quillfeather-Dlamini
Tamsin Valderrama-Nkosi
Gus Vandermeer-Okwu
Delphine Castellucci-Adeyemi
Ravi Rutherford-Gyamfi
Maisie Draycott-Osei
Kit Wolcott-Lindholm
Elio Quinlivan-Park
Ottoline Garrowby-Banda
Tables
Inquiries
28 sample rows · 13 columnsEach child a family has called about, from the first call to the signed care agreement.
| Child | Inquiry number | Date of birth | Family | Referred by | Reason for the visit | Stage |
|---|---|---|---|---|---|---|
| Odette Castellucci-Adeyemi | WG-4222 | Sep 2, 2019 | Bronwyn Castellucci-Adeyemi | Our website | ||
| Wren Vandermeer-Okwu | WG-4211 | Mar 14, 2022 | Aurelia Vandermeer-Okwu | Brookhaven Pediatrics | ||
| Milo Tolliver-Svensson | WG-4233 | Nov 21, 2023 | Ephraim Tolliver-Svensson | Cedar Rise Elementary nurse's office | ||
| Linnea Fenwright-Nakamura | WG-4244 | May 30, 2017 | Ottilie Fenwright-Nakamura | Larkspur Children's Clinic | ||
| Hazel Quinlivan-Park | WG-4255 | Jan 19, 2021 | Thaddeus Quinlivan-Park | Brookhaven Pediatrics | ||
| Pippa Draycott-Osei | WG-4277 | Apr 12, 2024 | Caspian Draycott-Osei | Our website | ||
| Atticus Rutherford-Gyamfi | WG-4266 | Jul 8, 2018 | Philomena Rutherford-Gyamfi | A family we already treat | ||
| Rafferty Teague-Kimani | WG-4288 | Dec 3, 2016 | Rosalind Teague-Kimani | Larkspur Children's Clinic | ||
| Felix Holloway-Mehta | WG-4310 | Oct 17, 2015 | Genevieve Holloway-Mehta | Harvest Fair booth | ||
| Juniper Bellweather-Bright | WG-4299 | Aug 26, 2020 | Lysander Bellweather-Bright | Brookhaven Pediatrics | ||
| Clementine Wolcott-Lindholm | WG-4321 | Jun 5, 2022 | Cordelia Wolcott-Lindholm | Cedar Rise Elementary nurse's office | ||
| Marlow Pemberley-Abara | WG-4343 | Feb 11, 2017 | Montgomery Pemberley-Abara | Brookhaven Pediatrics |
Families
20 sample rows · 9 columnsThe parents and guardians behind each inquiry, with how to reach them and which dental plan covers the children.
| Parent or guardian | Phone | Dental plan | Member ID | Best way to reach you | Family status | |
|---|---|---|---|---|---|---|
| Aurelia Vandermeer-Okwu | (503) 555-0170 | avandermeer@willowmerefamilymail.net | EGS4410271 | |||
| Barnaby Achterhof-Zhou | (503) 555-0179 | bachterhof@willowmerefamilymail.net | — | |||
| Bronwyn Castellucci-Adeyemi | (503) 555-0172 | bcastellucci@willowmerefamilymail.net | EGS4410398 | |||
| Caspian Draycott-Osei | (503) 555-0177 | cdraycott@willowmerefamilymail.net | OKC9034288 | |||
| Cordelia Wolcott-Lindholm | (503) 555-0182 | cwolcott@willowmerefamilymail.net | CFD7720915 | |||
| Cornelius Valderrama-Nkosi | (503) 555-0189 | cvalderrama@willowmerefamilymail.net | CFD7721347 | |||
| Ephraim Tolliver-Svensson | (503) 555-0173 | etolliver@willowmerefamilymail.net | — | |||
| Evander Dellarocca-Iyer | (503) 555-0187 | edellarocca@willowmerefamilymail.net | EGS4411209 | |||
| Genevieve Holloway-Mehta | (503) 555-0178 | gholloway@willowmerefamilymail.net | CFD7720703 | |||
| Ignatius Szymanski-Cho | (503) 555-0183 | iszymanski@willowmerefamilymail.net | EGS4411024 | |||
| Imelda Garrowby-Banda | (503) 555-0184 | igarrowby@willowmerefamilymail.net | — | |||
| Leander Kowalczyk-Oyelaran | (503) 555-0185 | lkowalczyk@willowmerefamilymail.net | OKC9034472 |
Referral sources
6 sample rows · 7 columnsThe offices and events that send children our way.
| Referral source | Kind | Contact | Contact phone | Children sent |
|---|---|---|---|---|
| A family we already treat | — | — | Atticus Rutherford-Gyamfi, Bram Garrowby-Banda, Ravi Rutherford-Gyamfi | |
| Brookhaven Pediatrics | Yvette Strandberg-Opoku | (503) 555-0161 | Wren Vandermeer-Okwu, Hazel Quinlivan-Park, Juniper Bellweather-Bright, Marlow Pemberley-Abara, Nell Rutherford-Gyamfi, Gus Vandermeer-Okwu, Zora Kowalczyk-Oyelaran | |
| Cedar Rise Elementary nurse's office | Hortensia Bellamy-Rowe | (503) 555-0163 | Milo Tolliver-Svensson, Clementine Wolcott-Lindholm, Soren Kowalczyk-Oyelaran, Kit Wolcott-Lindholm | |
| Harvest Fair booth | Tobias Nwachukwu-Lind | (503) 555-0166 | Felix Holloway-Mehta, Tamsin Valderrama-Nkosi, Ottoline Garrowby-Banda | |
| Larkspur Children's Clinic | Dashiell Oyamada-Frey | (503) 555-0162 | Linnea Fenwright-Nakamura, Rafferty Teague-Kimani, Ivy Szymanski-Cho, Jasper Dellarocca-Iyer, Delphine Castellucci-Adeyemi | |
| Our website | — | — | Odette Castellucci-Adeyemi, Pippa Draycott-Osei, Theo Achterhof-Zhou, Arlo Quillfeather-Dlamini, Maisie Draycott-Osei, Elio Quinlivan-Park |
Also included
- Inquiry board
- Care agreementThe yearly care plan a parent signs before treatment begins.
- Agreements waiting
- Visit tomorrowTells the front desk the day before a first visit so the intake forms are ready.
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