CRM demoDemo

New patient intake

Summit Orthodontics · Tess Ward

$4,800value
Dec 11close date
10%pipeline, $480 expected
Jordanowner

Open tasks

  1. Send Tess the intake demo link
    Task · Jordan · Tess Ward · New patient intake

History

  1. Tess on new patient forms

    Paper forms on a clipboard. Wants them filled in before the visit.

    Call · Jordan · Tess Ward · New patient intake

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