Patients

Sarah Mitchell

Requires Human Action
(416) 555-0142Dr. Bennett

Waiting for staff · Ready to schedule

“Yes, I'd like to get this done. Do you have anything next week?”

12 min ago

Unscheduled treatment value

$2,700

2 unscheduled treatments

Last contact

12 min ago

Nov 6, 2026

Next follow-up

Paused

Waiting for staff

Provider

Dr. Bennett

Brightside Family Dental

Unscheduled Treatments

2 treatments
TreatmentEstimated valueRecommendedStatus
Root Canal$1,200Sep 26, 2026Unscheduled
Crown$1,500Sep 26, 2026Unscheduled
Total treatment value$2,700

Conversation

SMS · (416) 555-0142
  1. Hi Sarah, this is Brightside Family Dental. Dr. Bennett recommended a root canal and crown at your last visit. Would you like help getting that scheduled?
    Treatply · Nov 3, 4:13 PM
  2. I know I need it, I'm just worried about the cost right now.
    Sarah · Nov 3, 5:48 PM
  3. That's completely understandable. Brightside offers monthly payment plans, and your insurance is estimated to cover part of the treatment. Would it help if we shared the details?
    Treatply · Nov 3, 5:45 PM
  4. Yes please.
    Sarah · Nov 4, 4:13 PM
  5. Here's what we have on file: estimated out-of-pocket is about $940, and it can be split into 6 monthly payments. Let us know if you'd like to move forward.
    Treatply · Nov 4, 4:16 PM
  6. Yes, I'd like to get this done. Do you have anything next week?
    Sarah · Nov 6, 4:01 PM
  7. Great! I've let the team know. Someone from the office will reach out shortly to find a time that works.
    Treatply · Nov 6, 4:02 PM

Actions

AI Summary

Sarah initially hesitated because of cost. After receiving approved payment information, she confirmed that she would like to move forward. Human follow-up is required to schedule the treatment.

Staff Notes

  • Prefers afternoon appointments. Insurance verified in October.

    Maria L. · Oct 17, 5:13 PM