Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 37 ; Opp 58 ; Eng 49
Consent
Revenue impact
$600 attributed
Insurance verification
May 29, 8:04 PMSignal: Patient opened and clicked an insurance verification reminder.
Customer reply
May 29, 8:04 PMCommunication: Customer engaged with the simulated outreach.
Treatment plan acceptance
May 29, 8:04 PMOpportunity: Stage: engaged
Appointment Opportunity
May 29, 8:04 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Overdue cleaning
May 29, 7:04 PMSignal: Patient is overdue for a recall cleaning by several months.
Missed appointment
May 29, 6:04 PMSignal: Patient missed a scheduled hygiene appointment.
Avery Ramirez
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Treatment plan acceptance
Avery Ramirez