Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 32 ; Opp 58 ; Eng 64
Consent
Revenue impact
$0 attributed
Insurance verification
May 29, 8:17 PMSignal: Patient opened and clicked an insurance verification reminder.
Customer reply
May 29, 8:17 PMCommunication: Customer engaged with the simulated outreach.
Treatment plan acceptance
May 29, 8:17 PMOpportunity: Stage: contact-attempted
Appointment Opportunity
May 29, 8:17 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Overdue cleaning
May 29, 7:17 PMSignal: Patient is overdue for a recall cleaning by several months.
Devin Frost
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
No revenue attribution recorded.
Treatment plan acceptance
Devin Frost