CRM
Patients
Unified chart, insurance, balance, and communication history — synced from Open Dental in real time.
Active patients
1,284
▲ +38 MTD
Due for recall
47
>90 days
Insurance verified
96%
▲ +2%
Lifetime value avg.
$3,120
▲ +$180
Patient directory
| Patient | DOB | Last visit | Insurance | Balance | Status | Risk |
|---|---|---|---|---|---|---|
AMAlicia Monroe | 1991 | Today | Delta Dental PPO | — | Active | Low |
MDMarcus Davis | 1978 | Jul 03 | Cigna PPO | $145 | Active | Med |
PKPriya Kaur | 1996 | Jun 22 | MetLife PPO | — | Active | Low |
DWDevon Wallace | 1985 | May 14 | Self-pay | $620 | Overdue | High |
SGSofia Guerrero | 2001 | Apr 30 | Aetna PPO | — | Recall due | Low |
JRJames Reid | 1963 | Feb 09 | Medicare Adv. | $220 | Recall due | Med |