Opportunities
22 of 22 opportunities · $36,050 estimated value
| Patient | Type | Est. value | Last contact | Next action | Assigned | Status | Source | Priority |
|---|---|---|---|---|---|---|---|---|
AC Avery Collins Crown #14 | Unscheduled Treatment | $1,450 | Yesterday | Follow up on crown estimate | Dr. Elena Marsh | Contacted | PMS Import | High |
NP Noah Patel New patient exam | Missed Call | $320 | Today | Call back — requested human | Priya Shah | Replied | Phone | Urgent |
MT Maya Thompson Invisalign consultation | New Lead | $5,200 | Today | Confirm consult time | Marcus Bell | Appointment Requested | Website | High |
LB Liam Brooks Hygiene visit | Overdue Hygiene | $240 | 3 days ago | Send reactivation text | Jenna Ortiz | New | PMS Import | Low |
SN Sofia Nguyen Implant consultation | Unscheduled Treatment | $4,200 | 2 days ago | Send reminder | Dr. Elena Marsh | Booked | PMS Import | High |
ER Ethan Rivera Hygiene visit | Cancellation Recovery | $240 | Yesterday | Offer Thursday opening | Priya Shah | Contacted | SMS | Medium |
OG Olivia Grant Cosmetic consultation | New Lead | $2,800 | Today | Answer pricing question | Marcus Bell | Replied | Chat | Medium |
JC James Carter Filling | No-Show Recovery | $380 | 2 days ago | Second follow-up | Jenna Ortiz | Contacted | PMS Import | Medium |
CK Chloe Kim Emergency exam | Missed Call | $280 | Today | Confirm arrival | Dr. Elena Marsh | Booked | Phone | Urgent |
BR Benjamin Ross Crown #30 | Unscheduled Treatment | $1,450 | 6 days ago | None — completed | Priya Shah | Treatment Completed | PMS Import | Medium |
HL Harper Lewis Hygiene visit | Overdue Hygiene | $240 | 4 days ago | Record completion | Marcus Bell | Attended | PMS Import | Low |
LW Lucas Ward Invisalign consultation | New Lead | $5,200 | Today | First outreach | Jenna Ortiz | New | Website | High |
AD Amelia Diaz Crown seat | Cancellation Recovery | $1,450 | Yesterday | Confirm new time | Dr. Elena Marsh | Booked | SMS | Medium |
HF Henry Foster Implant | Unscheduled Treatment | $4,200 | 5 days ago | Share financing info | Priya Shah | Contacted | PMS Import | High |
EM Ella Morgan Hygiene visit | Overdue Hygiene | $240 | 7 days ago | None — opted out | Marcus Bell | Opted Out | PMS Import | Low |
JH Jack Hughes New patient exam | Missed Call | $320 | Today | Await reply | Jenna Ortiz | Contacted | Phone | Medium |
GB Grace Bennett Veneers consult | Unscheduled Treatment | $3,600 | Yesterday | Staff to discuss options | Dr. Elena Marsh | Replied | PMS Import | High |
LS Leo Sanders Hygiene visit | No-Show Recovery | $240 | 9 days ago | None — closed | Priya Shah | Closed | PMS Import | Low |
ZP Zoe Price Emergency exam | New Lead | $280 | Today | Verify availability today | Marcus Bell | Appointment Requested | Chat | Urgent |
OM Owen Mitchell Hygiene visit | Overdue Hygiene | $240 | 8 days ago | None — completed | Jenna Ortiz | Treatment Completed | PMS Import | Low |
LC Lily Cooper Filling | Cancellation Recovery | $380 | Today | Offer Friday opening | Dr. Elena Marsh | New | SMS | Medium |
MR Mason Reed Bridge | Unscheduled Treatment | $3,100 | 3 days ago | Record completed treatment | Priya Shah | Attended | PMS Import | High |