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Family dental practice

Wrenfield Ridge Family Dental · Family dental practice · Spokane, WA

Amara Abernathy-Kole is the office manager at Wrenfield Ridge Family Dental, a five-chair family dental office, and she uses this to move each prospective patient from the first call through new-patient forms, a first visit and a written treatment proposal to a signed financial agreement.

HealthcareSales pipelineForms4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
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Pipeline board

Prospects
First call3
Delphine Okonkwo-Reed(509) 555-0101delphine.okonkworeed@quillpostbox.net
Harlan Brightwater(509) 555-0102harlan.brightwater@brindlemailco.net
Odalys Ferrer(509) 555-0109odalys.ferrer@oakmeadowmail.net
Forms sent4
Torvald Ekstrand(509) 555-0104torvald.ekstrand@quillpostbox.net
Noor Al-Hashimi(509) 555-0105noor.alhashimi@brindlemailco.net
Anneliese Bergstrom(509) 555-0118anneliese.bergstrom@oakmeadowmail.net
Sullivan Ibarra(509) 555-0126sullivan.ibarra@brindlemailco.net
Forms back3
Saoirse Gallagher(509) 555-0111saoirse.gallagher@brindlemailco.net
Mirabel Osei(509) 555-0116mirabel.osei@quillpostbox.net
Yasmin Takahashi-Clarke(509) 555-0122yasmin.takahashiclarke@quillpostbox.net
Visit booked4
Cormac Dunleavy(509) 555-0106cormac.dunleavy@oakmeadowmail.net
Jun-seo Park(509) 555-0108junseo.park@brindlemailco.net
Liesl Hartwig(509) 555-0114liesl.hartwig@brindlemailco.net
Kwabena Mensah-Boateng(509) 555-0119kwabena.mensahboateng@quillpostbox.net
Visit done2
Rafael Echeverria(509) 555-0115rafael.echeverria@oakmeadowmail.net
Leopold Achterberg(509) 555-0123leopold.achterberg@brindlemailco.net
Proposal given4
Priya Venkataraghavan(509) 555-0103priya.venkataraghavan@oakmeadowmail.net
Bartholomew Nakamura(509) 555-0110bartholomew.nakamura@quillpostbox.net
Dashiell Rourke(509) 555-0117dashiell.rourke@brindlemailco.net
Bronwyn Pettigrew(509) 555-0125bronwyn.pettigrew@quillpostbox.net
Agreement signed4
Wilhelmina Strand(509) 555-0107wilhelmina.strand@quillpostbox.net
Terrence Abiola(509) 555-0113terrence.abiola@quillpostbox.net
Fiona Castellanos(509) 555-0120fiona.castellanos@brindlemailco.net
Thandiwe Mokoena(509) 555-0124thandiwe.mokoena@oakmeadowmail.net
Declined2
Ines Montalvo(509) 555-0112ines.montalvo@oakmeadowmail.net
Emmerich Voss(509) 555-0121emmerich.voss@oakmeadowmail.net

Tables

Prospects

26 sample rows · 16 columns

Everyone who has called or walked in but is not yet a patient, from first call to a signed financial agreement.

ProspectPhoneEmailReason for visitCoverageMember IDHow they found us
Odalys Ferrer(509) 555-0109odalys.ferrer@oakmeadowmail.netCleaning and examNo insurance—Mailer
Delphine Okonkwo-Reed(509) 555-0101delphine.okonkworeed@quillpostbox.netToothacheEmployer PPOKX48201733Google search
Harlan Brightwater(509) 555-0102harlan.brightwater@brindlemailco.netCleaning and examIndividual planQL90382214Insurance directory
Torvald Ekstrand(509) 555-0104torvald.ekstrand@quillpostbox.netWhiteningNo insurance—Mailer
Noor Al-Hashimi(509) 555-0105noor.alhashimi@brindlemailco.netCleaning and examEmployer PPOKX60417782Employer benefits fair
Anneliese Bergstrom(509) 555-0118anneliese.bergstrom@oakmeadowmail.netBraces consultEmployer PPOKX97410256Insurance directory
Saoirse Gallagher(509) 555-0111saoirse.gallagher@brindlemailco.netCleaning and examEmployer PPOKX82936140Patient referral
Sullivan Ibarra(509) 555-0126sullivan.ibarra@brindlemailco.netCleaning and examNo insurance—Google search
Liesl Hartwig(509) 555-0114liesl.hartwig@brindlemailco.netToothacheNo insurance—Walk-in
Yasmin Takahashi-Clarke(509) 555-0122yasmin.takahashiclarke@quillpostbox.netWhiteningEmployer PPOKX53847012Google search
Mirabel Osei(509) 555-0116mirabel.osei@quillpostbox.netCleaning and examEmployer PPOKX15683920Patient referral
Cormac Dunleavy(509) 555-0106cormac.dunleavy@oakmeadowmail.netToothacheState MedicaidMD33018854Walk-in

14 more rows

Proposals

14 sample rows · 12 columns

The written treatment proposal a prospect receives after a first visit, with what insurance covers and what the patient owes.

Proposal numberProspectProposal statusPresentedValid throughSignedProcedures
TP-2205Dashiell RourkePresentedOct 16, 2026Nov 15, 2026—Comprehensive exam, Root canal, molar, Porcelain crown
TP-2206Bronwyn PettigrewPresentedOct 15, 2026Nov 14, 2026—Comprehensive exam, Full-mouth x-rays, Composite filling
TP-2203Priya VenkataraghavanPresentedOct 9, 2026Nov 8, 2026—Comprehensive exam, Full-mouth x-rays, Porcelain crown
TP-2204Bartholomew NakamuraPresentedOct 7, 2026Nov 6, 2026—Comprehensive exam, Porcelain crown
TP-2207Dashiell RourkeExpiredOct 3, 2026Oct 17, 2026—Comprehensive exam, Root canal, molar
TP-2208Bronwyn PettigrewExpiredOct 1, 2026Oct 15, 2026—Comprehensive exam, Composite filling
TP-2213Ines MontalvoDeclinedSep 26, 2026Oct 17, 2026—Comprehensive exam, In-office whitening
TP-2214Emmerich VossDeclinedSep 22, 2026Oct 13, 2026—Comprehensive exam, Simple extraction
TP-2211Fiona CastellanosAcceptedSep 18, 2026Oct 9, 2026Sep 21, 2026Comprehensive exam, Composite filling, Adult cleaning
TP-2209Wilhelmina StrandAcceptedSep 14, 2026Oct 5, 2026Sep 17, 2026Comprehensive exam, Full-mouth x-rays, Partial denture
TP-2210Terrence AbiolaAcceptedSep 10, 2026Oct 1, 2026Sep 12, 2026Comprehensive exam, Full-mouth x-rays, Porcelain crown
TP-2212Thandiwe MokoenaAcceptedSep 3, 2026Sep 24, 2026Sep 6, 2026Comprehensive exam, Full-mouth x-rays, Partial denture, Simple extraction

2 more rows

Services

12 sample rows · 5 columns

The procedures the office offers, with the standard fee and how long each takes in the chair.

ServiceCodeCategoryStandard feeChair minutes
Adult cleaningCLN-120Preventive$12855
Porcelain crownCRN-220Restorative$1,18090
Partial dentureDNT-510Prosthetic$1,59060
Comprehensive examEXM-110Preventive$9645
Simple extractionEXT-310Surgical$23840
Composite fillingFIL-210Restorative$21450
Fluoride treatmentFLU-140Preventive$4815
Braces consultationORT-610Orthodontic$7535
Root canal, molarRCT-230Endodontic$1,260100
Sealant, per toothSEA-150Preventive$5820
In-office whiteningWHT-410Cosmetic$48675
Full-mouth x-raysXRY-130Preventive$16440

Also included

  • Pipeline boardStage rules
  • Booked visitsDigest
  • Proposal expiringNotificationReminds the coordinator three days before a proposal runs out.
  • Financial agreement letterDocumentThe letter that goes with a proposal, spelling out the estimate and what the patient pays.

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