Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 38 ; Opp 58 ; Eng 49
Consent
Revenue impact
$720 attributed
Overdue cleaning
May 29, 8:02 PMSignal: Patient is overdue for a recall cleaning by several months.
Customer reply
May 29, 8:02 PMCommunication: Customer engaged with the simulated outreach.
Treatment plan acceptance
May 29, 8:02 PMOpportunity: Stage: engaged
Appointment Opportunity
May 29, 8:02 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Missed appointment
May 29, 7:02 PMSignal: Patient missed a scheduled hygiene appointment.
Insurance verification
May 29, 6:02 PMSignal: Patient opened and clicked an insurance verification reminder.
Hugo Mills
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
Hugo Mills