Unscheduled treatment

2-2-2 tracker

Follow up 2 days, 2 weeks, and 2 months after presentation, with every touch and scheduling barrier recorded.

Touches due

$8,300

Treatment represented

100%

Notes visible to office

Patient	Provider / treatment	Stage	Due	Latest note	Next action
Maya $1,200	Dr. Shah Crown	2 days Presented Jul 20	Today Jul 22	Plan presented; patient wanted to check work schedule.	Offer 2:30 PM opening
Noah $2,400	Dr. Okafor Bridge	2 weeks Presented Jul 8	Today Jul 22	Voicemail at first touch; no reply yet.	Call, then send approved SMS
Sofia $3,500	Dr. Shah Implant	2 months Presented May 22	Today Jul 22	Asked about financing; Sunbit handoff needed.	Route financing question to office
Ethan $1,200	Dr. Shah Crown	2 weeks Presented Jul 6	Overdue Jul 20	Benefits data stale; no outreach sent.	Refresh benefits and update Teams

Maya

Dr. Shah - Crown

Today

Stage

2 days

Due Jul 22

Treatment

$1,200

Plan presented; patient wanted to check work schedule.

Offer 2:30 PM opening

Noah

Dr. Okafor - Bridge

Today

Stage

2 weeks

Due Jul 22

Treatment

$2,400

Voicemail at first touch; no reply yet.

Call, then send approved SMS

Sofia

Dr. Shah - Implant

Today

Stage

2 months

Due Jul 22

Treatment

$3,500

Asked about financing; Sunbit handoff needed.

Route financing question to office

Ethan

Dr. Shah - Crown

Overdue

Stage

2 weeks

Due Jul 20

Treatment

$1,200

Benefits data stale; no outreach sent.

Refresh benefits and update Teams

Every touch updates the treatment tracker

Record the next appointment, voicemail, pre-authorization, medical clearance, referral, booking, or reason the patient deferred. Teams remains the shared office communication channel for exceptions and focus areas.