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Family dental practice

Wrenfield Ridge Family Dental · Family dental practice · Spokane, WA

Amara Abernathy-Kole is the office manager at Wrenfield Ridge Family Dental, a five-chair family dental office, and she uses this to move each prospective patient from the first call through new-patient forms, a first visit and a written treatment proposal to a signed financial agreement.

HealthcareSales pipelineForms4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
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Pipeline board

Prospects
First call3
Delphine Okonkwo-Reed(509) 555-0101delphine.okonkworeed@quillpostbox.net
Harlan Brightwater(509) 555-0102harlan.brightwater@brindlemailco.net
Odalys Ferrer(509) 555-0109odalys.ferrer@oakmeadowmail.net
Forms sent4
Torvald Ekstrand(509) 555-0104torvald.ekstrand@quillpostbox.net
Noor Al-Hashimi(509) 555-0105noor.alhashimi@brindlemailco.net
Anneliese Bergstrom(509) 555-0118anneliese.bergstrom@oakmeadowmail.net
Sullivan Ibarra(509) 555-0126sullivan.ibarra@brindlemailco.net
Forms back3
Saoirse Gallagher(509) 555-0111saoirse.gallagher@brindlemailco.net
Mirabel Osei(509) 555-0116mirabel.osei@quillpostbox.net
Yasmin Takahashi-Clarke(509) 555-0122yasmin.takahashiclarke@quillpostbox.net
Visit booked4
Cormac Dunleavy(509) 555-0106cormac.dunleavy@oakmeadowmail.net
Jun-seo Park(509) 555-0108junseo.park@brindlemailco.net
Liesl Hartwig(509) 555-0114liesl.hartwig@brindlemailco.net
Kwabena Mensah-Boateng(509) 555-0119kwabena.mensahboateng@quillpostbox.net
Visit done2
Rafael Echeverria(509) 555-0115rafael.echeverria@oakmeadowmail.net
Leopold Achterberg(509) 555-0123leopold.achterberg@brindlemailco.net
Proposal given4
Priya Venkataraghavan(509) 555-0103priya.venkataraghavan@oakmeadowmail.net
Bartholomew Nakamura(509) 555-0110bartholomew.nakamura@quillpostbox.net
Dashiell Rourke(509) 555-0117dashiell.rourke@brindlemailco.net
Bronwyn Pettigrew(509) 555-0125bronwyn.pettigrew@quillpostbox.net
Agreement signed4
Wilhelmina Strand(509) 555-0107wilhelmina.strand@quillpostbox.net
Terrence Abiola(509) 555-0113terrence.abiola@quillpostbox.net
Fiona Castellanos(509) 555-0120fiona.castellanos@brindlemailco.net
Thandiwe Mokoena(509) 555-0124thandiwe.mokoena@oakmeadowmail.net
Declined2
Ines Montalvo(509) 555-0112ines.montalvo@oakmeadowmail.net
Emmerich Voss(509) 555-0121emmerich.voss@oakmeadowmail.net

Tables

Prospects

26 sample rows · 16 columns

Everyone who has called or walked in but is not yet a patient, from first call to a signed financial agreement.

ProspectPhoneEmailReason for visitCoverageMember IDHow they found us
Odalys Ferrer(509) 555-0109odalys.ferrer@oakmeadowmail.netCleaning and examNo insurance—Mailer
Delphine Okonkwo-Reed(509) 555-0101delphine.okonkworeed@quillpostbox.netToothacheEmployer PPOKX48201733Google search
Harlan Brightwater(509) 555-0102harlan.brightwater@brindlemailco.netCleaning and examIndividual planQL90382214Insurance directory
Torvald Ekstrand(509) 555-0104torvald.ekstrand@quillpostbox.netWhiteningNo insurance—Mailer
Noor Al-Hashimi(509) 555-0105noor.alhashimi@brindlemailco.netCleaning and examEmployer PPOKX60417782Employer benefits fair
Anneliese Bergstrom(509) 555-0118anneliese.bergstrom@oakmeadowmail.netBraces consultEmployer PPOKX97410256Insurance directory
Saoirse Gallagher(509) 555-0111saoirse.gallagher@brindlemailco.netCleaning and examEmployer PPOKX82936140Patient referral
Sullivan Ibarra(509) 555-0126sullivan.ibarra@brindlemailco.netCleaning and examNo insurance—Google search
Liesl Hartwig(509) 555-0114liesl.hartwig@brindlemailco.netToothacheNo insurance—Walk-in
Yasmin Takahashi-Clarke(509) 555-0122yasmin.takahashiclarke@quillpostbox.netWhiteningEmployer PPOKX53847012Google search
Mirabel Osei(509) 555-0116mirabel.osei@quillpostbox.netCleaning and examEmployer PPOKX15683920Patient referral
Cormac Dunleavy(509) 555-0106cormac.dunleavy@oakmeadowmail.netToothacheState MedicaidMD33018854Walk-in

14 more rows

Proposals

14 sample rows · 12 columns

The written treatment proposal a prospect receives after a first visit, with what insurance covers and what the patient owes.

Proposal numberProspectProposal statusPresentedValid throughSignedProcedures
TP-2205Dashiell RourkePresentedOct 3, 2026Nov 2, 2026—Comprehensive exam, Root canal, molar, Porcelain crown
TP-2206Bronwyn PettigrewPresentedOct 2, 2026Nov 1, 2026—Comprehensive exam, Full-mouth x-rays, Composite filling
TP-2203Priya VenkataraghavanPresentedSep 26, 2026Oct 26, 2026—Comprehensive exam, Full-mouth x-rays, Porcelain crown
TP-2204Bartholomew NakamuraPresentedSep 24, 2026Oct 24, 2026—Comprehensive exam, Porcelain crown
TP-2207Dashiell RourkeExpiredSep 20, 2026Oct 4, 2026—Comprehensive exam, Root canal, molar
TP-2208Bronwyn PettigrewExpiredSep 18, 2026Oct 2, 2026—Comprehensive exam, Composite filling
TP-2213Ines MontalvoDeclinedSep 13, 2026Oct 4, 2026—Comprehensive exam, In-office whitening
TP-2214Emmerich VossDeclinedSep 9, 2026Sep 30, 2026—Comprehensive exam, Simple extraction
TP-2211Fiona CastellanosAcceptedSep 5, 2026Sep 26, 2026Sep 8, 2026Comprehensive exam, Composite filling, Adult cleaning
TP-2209Wilhelmina StrandAcceptedSep 1, 2026Sep 22, 2026Sep 4, 2026Comprehensive exam, Full-mouth x-rays, Partial denture
TP-2210Terrence AbiolaAcceptedAug 28, 2026Sep 18, 2026Aug 30, 2026Comprehensive exam, Full-mouth x-rays, Porcelain crown
TP-2212Thandiwe MokoenaAcceptedAug 21, 2026Sep 11, 2026Aug 24, 2026Comprehensive exam, Full-mouth x-rays, Partial denture, Simple extraction

2 more rows

Services

12 sample rows · 5 columns

The procedures the office offers, with the standard fee and how long each takes in the chair.

ServiceCodeCategoryStandard feeChair minutes
Adult cleaningCLN-120Preventive$12855
Porcelain crownCRN-220Restorative$1,18090
Partial dentureDNT-510Prosthetic$1,59060
Comprehensive examEXM-110Preventive$9645
Simple extractionEXT-310Surgical$23840
Composite fillingFIL-210Restorative$21450
Fluoride treatmentFLU-140Preventive$4815
Braces consultationORT-610Orthodontic$7535
Root canal, molarRCT-230Endodontic$1,260100
Sealant, per toothSEA-150Preventive$5820
In-office whiteningWHT-410Cosmetic$48675
Full-mouth x-raysXRY-130Preventive$16440

Views

Visit calendar

Prospects
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Rafael Echeverria
2
3
4
5
6
7Cormac Dunleavy
8Liesl Hartwig
9
10Jun-seo Park
11
12Kwabena Mensah-Boateng
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Forms and booking

New patient inquiry

Form
New patient inquiryThe inquiry form on the office website where a new patient asks to be seen and shares plan details.
What is your full name? *
What number can the office call or text you on? *
What email address should the office write to?
What brings you in? *Cleaning and examToothacheBroken toothWhiteningBraces consultDenturesSecond opinionPick the closest match.
What kind of dental coverage do you have?Employer PPOIndividual planState MedicaidNo insurance
What is the member ID on your insurance card?Leave blank if you have no insurance.
How did you hear about the office?Google searchPatient referralInsurance directoryMailerWalk-inEmployer benefits fair
Send to Wrenfield Ridge

Dashboards

New patient pipeline

Prospects
Prospects by stage
  • First call3
  • Proposal given4
  • Forms sent4
  • Visit booked4
  • Agreement signed4
  • Forms back3
  • Declined2
  • Visit done2
Prospects by source
  • Google search6
  • Insurance directory4
  • Patient referral6
  • Mailer4
  • Employer benefits fair3
  • Walk-in3
First calls by week
  • Aug 9, 20262
  • Aug 16, 20262
  • Aug 23, 20261
  • Aug 30, 20262
  • Sep 6, 20263
  • Sep 13, 20262
  • Sep 20, 20263
  • Sep 27, 20269

Also included

  • Pipeline boardStage rules
  • Booked visitsDigest
  • Proposal expiringNotificationReminds the coordinator three days before a proposal runs out.
  • Financial agreement letterDocumentThe letter that goes with a proposal, spelling out the estimate and what the patient pays.

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