Pediatric dentistry
Willowmere Grove Pediatric Dentistry · Pediatric dentistry · Portland, OR
Esme Benvenuti is the front desk lead at Willowmere Grove Pediatric Dentistry, a pediatric dental practice, and uses this to move each prospective young patient from the parent's first call through intake, insurance and a first exam to a signed yearly care agreement.
HealthcareSales pipelineImports3 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
Use this templateInquiry board
InquiriesFirst call4
Wren Vandermeer-OkwuWG-4211Mar 14, 2022
Odette Castellucci-AdeyemiWG-4222Sep 2, 2019
Milo Tolliver-SvenssonWG-4233Nov 21, 2023
Linnea Fenwright-NakamuraWG-4244May 30, 2017
Intake sent4
Hazel Quinlivan-ParkWG-4255Jan 19, 2021
Atticus Rutherford-GyamfiWG-4266Jul 8, 2018
Pippa Draycott-OseiWG-4277Apr 12, 2024
Rafferty Teague-KimaniWG-4288Dec 3, 2016
Insurance checked3
Juniper Bellweather-BrightWG-4299Aug 26, 2020
Felix Holloway-MehtaWG-4310Oct 17, 2015
Clementine Wolcott-LindholmWG-4321Jun 5, 2022
Visit booked5
Theo Achterhof-ZhouWG-4332Sep 29, 2021
Marlow Pemberley-AbaraWG-4343Feb 11, 2017
Ivy Szymanski-ChoWG-4354Mar 7, 2023
Bram Garrowby-BandaWG-4365Nov 24, 2018
Soren Kowalczyk-OyelaranWG-4376May 15, 2019
Agreement sent4
Nell Rutherford-GyamfiWG-4387Feb 22, 2020
Jasper Dellarocca-IyerWG-4398Sep 13, 2016
Arlo Quillfeather-DlaminiWG-4409Oct 1, 2022
Tamsin Valderrama-NkosiWG-4420Aug 9, 2014
Signed6
Gus Vandermeer-OkwuWG-4431Apr 4, 2018
Delphine Castellucci-AdeyemiWG-4442Jun 18, 2016
Ravi Rutherford-GyamfiWG-4453Dec 12, 2021
Maisie Draycott-OseiWG-4464Jul 27, 2022
Kit Wolcott-LindholmWG-4475Oct 6, 2017
1 moreNot moving forward2
Elio Quinlivan-ParkWG-4497Mar 23, 2019
Ottoline Garrowby-BandaWG-4508Nov 14, 2013
Tables
Inquiries
28 sample rows · 13 columnsEach child a family has called about, from the first call to the signed care agreement.
| Child | Inquiry number | Date of birth | Family | Referred by | Reason for the visit | Stage |
|---|---|---|---|---|---|---|
| Odette Castellucci-Adeyemi | WG-4222 | Sep 2, 2019 | Bronwyn Castellucci-Adeyemi | Our website | Toothache | First call |
| Wren Vandermeer-Okwu | WG-4211 | Mar 14, 2022 | Aurelia Vandermeer-Okwu | Brookhaven Pediatrics | First checkup and cleaning | First call |
| Milo Tolliver-Svensson | WG-4233 | Nov 21, 2023 | Ephraim Tolliver-Svensson | Cedar Rise Elementary nurse's office | First checkup and cleaning | First call |
| Linnea Fenwright-Nakamura | WG-4244 | May 30, 2017 | Ottilie Fenwright-Nakamura | Larkspur Children's Clinic | Sealants | First call |
| Hazel Quinlivan-Park | WG-4255 | Jan 19, 2021 | Thaddeus Quinlivan-Park | Brookhaven Pediatrics | First checkup and cleaning | Intake sent |
| Pippa Draycott-Osei | WG-4277 | Apr 12, 2024 | Caspian Draycott-Osei | Our website | First checkup and cleaning | Intake sent |
| Atticus Rutherford-Gyamfi | WG-4266 | Jul 8, 2018 | Philomena Rutherford-Gyamfi | A family we already treat | Toothache | Intake sent |
| Rafferty Teague-Kimani | WG-4288 | Dec 3, 2016 | Rosalind Teague-Kimani | Larkspur Children's Clinic | Sealants | Intake sent |
| Felix Holloway-Mehta | WG-4310 | Oct 17, 2015 | Genevieve Holloway-Mehta | Harvest Fair booth | Braces screening | Insurance checked |
| Juniper Bellweather-Bright | WG-4299 | Aug 26, 2020 | Lysander Bellweather-Bright | Brookhaven Pediatrics | First checkup and cleaning | Insurance checked |
| Clementine Wolcott-Lindholm | WG-4321 | Jun 5, 2022 | Cordelia Wolcott-Lindholm | Cedar Rise Elementary nurse's office | First checkup and cleaning | Insurance checked |
| Marlow Pemberley-Abara | WG-4343 | Feb 11, 2017 | Montgomery Pemberley-Abara | Brookhaven Pediatrics | Sealants | Visit booked |
16 more rows
Families
20 sample rows · 9 columnsThe parents and guardians behind each inquiry, with how to reach them and which dental plan covers the children.
| Parent or guardian | Phone | Dental plan | Member ID | Best way to reach you | Family status | |
|---|---|---|---|---|---|---|
| Aurelia Vandermeer-Okwu | (503) 555-0170 | avandermeer@willowmerefamilymail.net | Evergreen Smiles Benefit | EGS4410271 | Text | Patient family |
| Barnaby Achterhof-Zhou | (503) 555-0179 | bachterhof@willowmerefamilymail.net | Self-pay | — | Text | Inquiring |
| Bronwyn Castellucci-Adeyemi | (503) 555-0172 | bcastellucci@willowmerefamilymail.net | Evergreen Smiles Benefit | EGS4410398 | Patient family | |
| Caspian Draycott-Osei | (503) 555-0177 | cdraycott@willowmerefamilymail.net | Oregon kids' coverage | OKC9034288 | Text | Patient family |
| Cordelia Wolcott-Lindholm | (503) 555-0182 | cwolcott@willowmerefamilymail.net | Cascade Family Dental Plan | CFD7720915 | Phone call | Patient family |
| Cornelius Valderrama-Nkosi | (503) 555-0189 | cvalderrama@willowmerefamilymail.net | Cascade Family Dental Plan | CFD7721347 | Text | Inquiring |
| Ephraim Tolliver-Svensson | (503) 555-0173 | etolliver@willowmerefamilymail.net | Self-pay | — | Text | Inquiring |
| Evander Dellarocca-Iyer | (503) 555-0187 | edellarocca@willowmerefamilymail.net | Evergreen Smiles Benefit | EGS4411209 | Text | Inquiring |
| Genevieve Holloway-Mehta | (503) 555-0178 | gholloway@willowmerefamilymail.net | Cascade Family Dental Plan | CFD7720703 | Phone call | Inquiring |
| Ignatius Szymanski-Cho | (503) 555-0183 | iszymanski@willowmerefamilymail.net | Evergreen Smiles Benefit | EGS4411024 | Text | Inquiring |
| Imelda Garrowby-Banda | (503) 555-0184 | igarrowby@willowmerefamilymail.net | Self-pay | — | Inquiring | |
| Leander Kowalczyk-Oyelaran | (503) 555-0185 | lkowalczyk@willowmerefamilymail.net | Oregon kids' coverage | OKC9034472 | Text | Patient family |
8 more rows
Referral sources
6 sample rows · 7 columnsThe offices and events that send children our way.
| Referral source | Kind | Contact | Contact phone | Children sent |
|---|---|---|---|---|
| A family we already treat | Family referral | — | — | Atticus Rutherford-Gyamfi, Bram Garrowby-Banda, Ravi Rutherford-Gyamfi |
| Brookhaven Pediatrics | Pediatrician | Yvette Strandberg-Opoku | (503) 555-0161 | Wren Vandermeer-Okwu, Hazel Quinlivan-Park, Juniper Bellweather-Bright, Marlow Pemberley-Abara, Nell Rutherford-Gyamfi, Gus Vandermeer-Okwu, Zora Kowalczyk-Oyelaran |
| Cedar Rise Elementary nurse's office | School nurse | Hortensia Bellamy-Rowe | (503) 555-0163 | Milo Tolliver-Svensson, Clementine Wolcott-Lindholm, Soren Kowalczyk-Oyelaran, Kit Wolcott-Lindholm |
| Harvest Fair booth | Community event | Tobias Nwachukwu-Lind | (503) 555-0166 | Felix Holloway-Mehta, Tamsin Valderrama-Nkosi, Ottoline Garrowby-Banda |
| Larkspur Children's Clinic | Pediatrician | Dashiell Oyamada-Frey | (503) 555-0162 | Linnea Fenwright-Nakamura, Rafferty Teague-Kimani, Ivy Szymanski-Cho, Jasper Dellarocca-Iyer, Delphine Castellucci-Adeyemi |
| Our website | Website | — | — | Odette Castellucci-Adeyemi, Pippa Draycott-Osei, Theo Achterhof-Zhou, Arlo Quillfeather-Dlamini, Maisie Draycott-Osei, Elio Quinlivan-Park |
Forms and booking
New family form
FormNew family formThe website page a parent fills in to ask about a first appointment.
What is your name? *
Which number can we reach you on? *
What email should we use?
Which dental plan covers your children?Evergreen Smiles BenefitCascade Family Dental PlanOregon kids' coverageSelf-pay
What is the member number on the plan card?Three letters then seven digits.
How do you like to be reached?TextPhone callEmail
Send to the front deskAdd a child
FormAdd a childThe desk record made when a parent names a child to book.
What is the inquiry number? *WG, a dash and four digits.
What is the child's name? *
What is the child's date of birth?
Which family is the child in? *
Who sent the family our way?
What is the visit for? *First checkup and cleaningToothacheSealantsBraces screeningSpecial-needs visit
Add the childAlso included
- Inquiry boardStage rules
- Care agreementDocumentThe yearly care plan a parent signs before treatment begins.
- Agreements waitingDigest
- Visit tomorrowNotificationTells the front desk the day before a first visit so the intake forms are ready.
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