David Lee
Patient detail (demo)
Contact Info
Phone: (301) 555-0198
Email: david.lee@example.com
Preferred location: Rockville
Booking
Booking status: Needs Confirmation
Insurance
Insurance status: Issue Found
Follow-Up
Next action: Send intro text
Last contact: May 7
Notes
Wants to start treatment next week.
Timeline of Activity
May 1 - New lead received from Google
May 3 - Intro text sent
May 5 - Follow-up call attempted