Chiropractic Office
Elmgate Chiropractic and Wellness · Chiropractic office · Austin, TX
Bao Trinh works the front desk at a two-chiropractor office and uses this to return new inquiries the same day, run today's visits and see which prepaid packages are nearly used up or about to expire.
Use this templateBy status
InquiriesLow back inquiry - Grayson Pell
Headache inquiry - Sabine Okafor
Neck inquiry - Annelise Dube
Sports injury inquiry - Marlon Tseng
Neck inquiry - Delphine Arkwright
Posture inquiry - Ignatius Bello
Wellness inquiry - Rosalie Vanterpool
Low back inquiry - Cassius Moreau
Tables
Inquiries
8 sample rows · 9 columnsNew patient calls, forms and walk-ins, until they book or drop off.
| Inquiry | How they found us | Reason | Received | Status | Call by | Owner |
|---|---|---|---|---|---|---|
| Low back inquiry - Grayson Pell | Oct 17, 2026 | New | Oct 18, 2026 | @installer | ||
| Headache inquiry - Sabine Okafor | Oct 18, 2026 | New | Oct 18, 2026 | @installer | ||
| Sports injury inquiry - Marlon Tseng | Oct 15, 2026 | Called | Oct 15, 2026 | — | ||
| Neck inquiry - Delphine Arkwright | Oct 12, 2026 | Called | Oct 16, 2026 | @installer | ||
| Posture inquiry - Ignatius Bello | Oct 10, 2026 | Booked | Oct 12, 2026 | — | ||
| Wellness inquiry - Rosalie Vanterpool | Oct 8, 2026 | Booked | Oct 10, 2026 | — | ||
| Low back inquiry - Cassius Moreau | Oct 3, 2026 | Lost | Oct 5, 2026 | — | ||
| Neck inquiry - Annelise Dube | Oct 16, 2026 | New | Oct 16, 2026 | — |
Visits
14 sample rows · 10 columnsEvery initial exam, adjustment and massage, linked to the package it draws from.
| Visit | Patient | Package | Provider | When | Visit type | Status |
|---|---|---|---|---|---|---|
| Adjustment - Castellanos | Ivo Castellanos | 12-visit plan - Castellanos | Dr. Gideon Whitcombe, DC | Oct 18, 1:30 PM | Checked in | |
| Adjustment - Osei | Marguerite Osei | 12-visit plan - Osei | Dr. Noor Haddad, DC | Oct 18, 2:15 PM | Scheduled | |
| Initial exam - Rahimi | Zainab Rahimi | — | Dr. Noor Haddad, DC | Oct 18, 9:00 PM | Scheduled | |
| Massage - Lundqvist | Pieter Lundqvist | Massage 5-pack - Lundqvist | Lucinda Pryce, LMT | Oct 15, 5:00 PM | Scheduled | |
| Adjustment - Nwosu | Rafferty Nwosu | 8-visit plan - Nwosu | Dr. Gideon Whitcombe, DC | Oct 16, 12:45 PM | Scheduled | |
| Re-exam - Castellanos | Ivo Castellanos | 12-visit plan - Castellanos | Dr. Gideon Whitcombe, DC | Oct 24, 1:30 PM | Scheduled | |
| Adjustment - Castellanos (last) | Ivo Castellanos | 12-visit plan - Castellanos | Dr. Gideon Whitcombe, DC | Oct 15, 1:30 PM | Completed | |
| Adjustment - Osei (last) | Marguerite Osei | 12-visit plan - Osei | Dr. Noor Haddad, DC | Oct 14, 2:15 PM | Completed | |
| Adjustment - Beaumont | Harlan Beaumont | — | Dr. Gideon Whitcombe, DC | Oct 6, 10:00 PM | Completed | |
| Massage - Lundqvist (last) | Pieter Lundqvist | Massage 5-pack - Lundqvist | Lucinda Pryce, LMT | Oct 9, 5:00 PM | Completed | |
| Adjustment - Nwosu (last) | Rafferty Nwosu | 8-visit plan - Nwosu | Dr. Gideon Whitcombe, DC | Oct 12, 12:45 PM | No-show | |
| Adjustment - Aoki | Clementine Aoki | — | Dr. Noor Haddad, DC | Sep 28, 3:00 PM | Completed |
Patients
8 sample rows · 9 columnsEveryone in care, with their provider and visit history.
| Patient | Status | Phone | Provider | Book visit | Sell a package | |
|---|---|---|---|---|---|---|
| Ivo Castellanos | (512) 555-0131 | ivo.c@mailbox-demo.net | Dr. Gideon Whitcombe, DC | — | — | |
| Marguerite Osei | (512) 555-0132 | marguerite.o@mailbox-demo.net | Dr. Noor Haddad, DC | — | — | |
| Harlan Beaumont | (512) 555-0133 | harlan.b@mailbox-demo.net | Dr. Gideon Whitcombe, DC | — | — | |
| Zainab Rahimi | (512) 555-0134 | zainab.r@mailbox-demo.net | Dr. Noor Haddad, DC | — | — | |
| Pieter Lundqvist | (512) 555-0135 | pieter.l@mailbox-demo.net | Dr. Gideon Whitcombe, DC | — | — | |
| Odessa Whitfield | (512) 555-0136 | odessa.w@mailbox-demo.net | Dr. Noor Haddad, DC | — | — | |
| Rafferty Nwosu | (512) 555-0137 | raff.n@mailbox-demo.net | Dr. Gideon Whitcombe, DC | — | — | |
| Clementine Aoki | (512) 555-0138 | clem.a@mailbox-demo.net | Dr. Noor Haddad, DC | — | — |
Packages
7 sample rows · 10 columnsPrepaid visit packs, how many visits are used and when they expire.
| Package | Patient | Visits included | Price | Expires | Status | Add visit |
|---|---|---|---|---|---|---|
| 12-visit plan - Castellanos | Ivo Castellanos | 12 | $780 | Jan 1, 2027 | Active | — |
| 12-visit plan - Osei | Marguerite Osei | 12 | $780 | Oct 17, 2026 | Active | — |
| Massage 5-pack - Lundqvist | Pieter Lundqvist | 5 | $375 | Nov 7, 2026 | Active | — |
| 8-visit plan - Nwosu | Rafferty Nwosu | 8 | $560 | Oct 27, 2026 | Active | — |
| 12-visit plan - Whitfield | Odessa Whitfield | 12 | $780 | Sep 8, 2026 | Used up | — |
| 6-visit plan - Aoki | Clementine Aoki | 6 | $420 | Oct 3, 2026 | Expired | — |
| 10-visit plan - Beaumont | Harlan Beaumont | 10 | $650 | Oct 14, 2026 | Active | — |
Also included
- Mark called
- Mark booked
- Check in
- Mark completed
- Mark used up
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