Dental Practice
Larkspur Family Dental · Dental practice · Boise, ID
Rosalind Achterberg runs the front desk at a small dental office and uses this to see today's schedule, who is due for a recall, which treatment plans are waiting on a decision and which claims need a follow-up call.
Use this templateBy status
AppointmentsNew patient exam - Okonkwo-Reyes
Hygiene visit - Eklund
Consult - Solheim
Hygiene visit - Akers
Filling - Hargreave
Crown prep - Mbeki
Root canal - Pruitt
Hygiene visit - Fairweather
Emergency - Delacroix
Hygiene visit - Hargreave
Crown - Nakagawa-Frost
Hygiene visit - Pruitt
Hygiene visit - Eklund (last)
Filling - Quintero
Consult - Brandvold
Tables
Appointments
16 sample rows · 9 columnsEvery booked visit with its patient, provider, type and status.
| Appointment | Patient | Provider | When | Visit type | Status | Front desk owner |
|---|---|---|---|---|---|---|
| Hygiene visit - Fairweather | Odell Fairweather | Priya Raman | Oct 18, 3:00 PM | Checked in | @installer | |
| Filling - Hargreave | Tobin Hargreave | Dr. Marcus Oyelaran | Oct 18, 4:30 PM | Confirmed | @installer | |
| New patient exam - Okonkwo-Reyes | Amara Okonkwo-Reyes | Dr. Ines Valderrama | Oct 18, 8:00 PM | Scheduled | @installer | |
| Crown prep - Mbeki | Dashiell Mbeki | Dr. Marcus Oyelaran | Oct 15, 5:00 PM | Confirmed | — | |
| Hygiene visit - Eklund | Sunniva Eklund | Priya Raman | Oct 16, 2:30 PM | Scheduled | — | |
| Consult - Solheim | Benedetta Solheim | Dr. Marcus Oyelaran | Oct 14, 9:30 PM | Scheduled | — | |
| Root canal - Pruitt | Wilhelmina Pruitt | Dr. Ines Valderrama | Oct 21, 3:30 PM | Confirmed | — | |
| Hygiene visit - Akers | Gwendolyn Akers | Priya Raman | Oct 23, 7:00 PM | Scheduled | — | |
| Emergency - Delacroix | Cormac Delacroix | Dr. Marcus Oyelaran | Oct 16, 10:15 PM | Completed | — | |
| Hygiene visit - Hargreave | Tobin Hargreave | Priya Raman | Oct 4, 4:00 PM | Completed | — | |
| Filling - Quintero | Marisol Quintero | Dr. Ines Valderrama | Oct 9, 2:00 PM | No-show | — | |
| Crown - Nakagawa-Frost | Yuki Nakagawa-Frost | Dr. Marcus Oyelaran | Sep 3, 5:30 PM | Completed | — |
Patients
12 sample rows · 14 columnsEveryone the practice cares for, their recall date, insurance and balance.
| Patient | Status | Phone | Insurance | Last visit | Next recall | |
|---|---|---|---|---|---|---|
| Gwendolyn Akers | (208) 555-0170 | gwen.akers@mailbox-demo.net | May 11, 2026 | Nov 7, 2026 | ||
| Odell Fairweather | (208) 555-0171 | odell.f@mailbox-demo.net | Sep 18, 2026 | Mar 17, 2027 | ||
| Marisol Quintero | (208) 555-0172 | marisol.q@mailbox-demo.net | Mar 22, 2026 | Oct 6, 2026 | ||
| Tobin Hargreave | (208) 555-0173 | tobin.h@mailbox-demo.net | Oct 4, 2026 | Apr 1, 2027 | ||
| Amara Okonkwo-Reyes | (208) 555-0174 | amara.or@mailbox-demo.net | — | — | ||
| Leopold Brandvold | (208) 555-0175 | leo.b@mailbox-demo.net | Feb 20, 2026 | Sep 3, 2026 | ||
| Sunniva Eklund | (208) 555-0176 | sunniva.e@mailbox-demo.net | Aug 9, 2026 | Feb 5, 2027 | ||
| Dashiell Mbeki | (208) 555-0177 | dash.m@mailbox-demo.net | Oct 13, 2026 | Apr 11, 2027 | ||
| Wilhelmina Pruitt | (208) 555-0178 | willa.p@mailbox-demo.net | Jul 10, 2026 | Oct 17, 2026 | ||
| Cormac Delacroix | (208) 555-0179 | cormac.d@mailbox-demo.net | Nov 17, 2024 | May 16, 2025 | ||
| Yuki Nakagawa-Frost | (208) 555-0180 | yuki.nf@mailbox-demo.net | Sep 3, 2026 | Oct 22, 2026 | ||
| Benedetta Solheim | (208) 555-0181 | bene.s@mailbox-demo.net | — | — |
Treatment plans
10 sample rows · 11 columnsProposed work, what it costs and where it stands.
| Treatment plan | Patient | Status | Fee | Presented | Priority | Start claim |
|---|---|---|---|---|---|---|
| Crown, lower right molar - Mbeki | Dashiell Mbeki | In progress | $1,450 | Sep 28, 2026 | — | |
| Two fillings - Hargreave | Tobin Hargreave | Scheduled | $620 | Oct 9, 2026 | — | |
| Root canal and crown - Pruitt | Wilhelmina Pruitt | Scheduled | $2,380 | Oct 6, 2026 | — | |
| Night guard - Eklund | Sunniva Eklund | Proposed | $540 | Oct 12, 2026 | — | |
| Whitening - Akers | Gwendolyn Akers | Proposed | $380 | Oct 14, 2026 | — | |
| Deep cleaning, upper arch - Quintero | Marisol Quintero | Proposed | $780 | Sep 30, 2026 | — | |
| Bridge, upper left - Brandvold | Leopold Brandvold | Declined | $3,100 | Aug 19, 2026 | — | |
| Crown, upper right - Nakagawa-Frost | Yuki Nakagawa-Frost | Completed | $1,380 | Sep 3, 2026 | — | |
| Extraction and implant consult - Delacroix | Cormac Delacroix | Accepted | $2,900 | Oct 16, 2026 | — | |
| Sealants - Fairweather | Odell Fairweather | Completed | $240 | Sep 18, 2026 | — |
Claims
10 sample rows · 11 columnsInsurance claims and patient statements, from draft to paid.
| Claim | Claim number | Patient | Treatment plan | Amount | Status | Submitted |
|---|---|---|---|---|---|---|
| Crown claim - Mbeki | — | Dashiell Mbeki | Crown, lower right molar - Mbeki | $845 | Submitted | Oct 6, 2026 |
| Crown claim - Nakagawa-Frost | — | Yuki Nakagawa-Frost | Crown, upper right - Nakagawa-Frost | $815 | Paid | Sep 8, 2026 |
| Emergency visit claim - Delacroix | — | Cormac Delacroix | — | $310 | Denied | Sep 23, 2026 |
| Sealant claim - Fairweather | — | Odell Fairweather | Sealants - Fairweather | $235 | Paid | Sep 20, 2026 |
| Filling claim - Hargreave | — | Tobin Hargreave | Two fillings - Hargreave | $410 | Submitted | Oct 10, 2026 |
| Root canal statement - Pruitt | — | Wilhelmina Pruitt | Root canal and crown - Pruitt | $1,380 | Draft | — |
| Hygiene claim - Eklund | — | Sunniva Eklund | — | $190 | Submitted | Oct 8, 2026 |
| Hygiene claim - Quintero | — | Marisol Quintero | — | $520 | Submitted | Oct 2, 2026 |
| Exam claim - Akers | — | Gwendolyn Akers | — | $140 | Paid | May 21, 2026 |
| Crown follow-up claim - Mbeki | — | Dashiell Mbeki | — | $160 | Paid | Oct 13, 2026 |
Supplies
10 sample rows · 7 columnsWhat is on the shelf and what needs reordering.
| Supply | Category | On hand | Reorder at | Supplier | Unit cost |
|---|---|---|---|---|---|
| Nitrile gloves, medium (box) | 14 | 10 | Pinecrest Dental Supply | $9 | |
| Composite resin, shade A2 | 6 | 5 | Pinecrest Dental Supply | $42 | |
| Prophy paste cups | 3 | 8 | Corvane Wholesale | $18 | |
| Bite-wing sensors, sleeves | 40 | 50 | Corvane Wholesale | $1 | |
| Local anesthetic cartridges (box) | 9 | 6 | Pinecrest Dental Supply | $34 | |
| Patient bibs (case) | 4 | 3 | Corvane Wholesale | $27 | |
| Fluoride varnish | 12 | 6 | Pinecrest Dental Supply | $3 | |
| Sterilization pouches (box) | 2 | 4 | Corvane Wholesale | $16 | |
| Appointment cards | 300 | 150 | Lakeside Print | $0 | |
| Impression material | 7 | 4 | Pinecrest Dental Supply | $31 |
Also included
- Check in
- Mark completed
- Mark accepted
- Mark completed
- Mark paid
- Mark submitted
Related templates
- Audiology clinicJuniperwell Heights Hearing Center3 tables · 5 views · 1 form · 1 dimension set · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Dental labVineholt Bend Dental Lab4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 row action · 1 agentCalendar
- Dental practiceQuillan Creek Family Dentistry5 tables · 7 views · 2 forms · 2 dimension sets · 1 booking page · 1 dashboard · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agentBookings
- Home health agencyJessamine Fields Home Health4 tables · 7 views · 1 form · 3 dimension sets · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 agentCalendar
- Home Health AgencyBrightharbor Home Care5 tables · 22 views · 1 form · 6 row actions · 1 agentLinked tables
- Med SpaAurora Bay Med Spa5 tables · 17 views · 1 form · 3 row actions · 1 agentLinked tables