Workspace

Bella Vista Dental

Search Sarah, Lucas, Dr. Patel…
1,248
Calls handled
41
Open follow ups
3,912
Relationships
89%
Engagement
Relationship timeline
  1. Sarah Mitchell call answered and transcribed
  2. Lucas Mitchell added as family member
  3. Cleaning moved to Tue 9:00 with Dr. Patel
  4. Confirmation and intake follow ups queued
Team view
Front desk sees booking confirmation
Care team sees anxiety note
Owner sees call captured
Marketing sees birthday touchpoint