Houston

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Today, 10:23 PM CST
Message
Houston

Hey would we be able to change our appointment from Thursday to Friday.

Sarah Taylor
View Mark Read
Today, 11:15 PM CST
Appt Request
Austin

480-295-9234 Appt Time: Apr 05 at 12:04 PM

David Brown
View Mark Read
Today, 12:45 PM CST
Missed Call
Dallas

865-254-1082 Start Time: Jul 24 at 12:48 PM

James Miller
View Mark Read
Today, 05:23 PM CST
Review Received
Houston

Great team to work with. Have added value to my busine...

Emily Davis
View Mark Read
Today, 6:45 PM CST
Payment Received
Dallas

$250.00 via Text to Pay

Ina Cisor
View Mark Read
Today, 08:23 PM CST
Review Received
Houston

Great team to work with. Have added value to my busine...

Emily Davis
View Mark Read
App dashboard
Messages Engage - Appointment Reminders Engage - Missed Call Text
Call Logs
Chloe Miller

281-335-6969 Answered

Instagram Ads

11:08 AM 2m 11s Booked

Sarah Taylor

832-590-3440 Outbound Call

Google Organic

12:54 PM 57s Booked

Joshua Lee

832-364-6690 Missed Call

Facebook Ads

02:10 PM

David Brown

712-263-3252 Voicemail

Google Ads

02:30 PM 22s Booked

Aliana James

832-282-8383 Answered

Google Organic

03:50 AM 3m 02s Booked

James Carter

743-915-6725 Outbound Call

Direct

04:15 PM 22s Booked

Emily Davis

743-655-1743 Answered

Facebook Ads

06:15 PM 2m 02s Booked

Call with Chloe Miller (281-335-6969)

Nov 24, 11:08 AM • 2 min 11 sec

Houston, Ext: 404 JessicaJessica
link
Call record
  • Summary
  • Transcript
  • Scorecard
Call Summary
Happy Score: 90/100

Chloe called to book a follow up appointment as she was experiencing some discomfort since the her last adjustment that was done a few months ago. Jessica helped the patient by booking an emergency slot for tomorrow.

  • Summary
  • Transcript
  • Scorecard
Jessica For Jessica
80/100
Scheduling - New
1

Introduction - Did the agent greet the patient in a professional manner?

Yes
The agent answered the call by properly greeting the patient
2

Rapport Building - Was the agent able to build rapport with the patient?

No
The agent was not able handle the objections about insurance claims processing
3

Speed and Tone - Did the agent speak in the appropriate tone and speed?

Yes
The agent was able to accommodate the patient by booking an emergency slot
4

Active Listening - Did the agent demonstrate active listening skills?

No
Yes, the patient was not put on hold at all
5

Knowledge - Was the agent able to answer all patient clarifications?

No
The agent showed good understanding of the process and was able to help the patient
6

Empathy - Did the agent empathise with the patient?

Yes
Yes, the agent showed concern when the patient mentioned their discomfort
7

Source Verification - Did the agent check how the patient heard about the practice?

Yes
Yes, the agent inquired as to how the patient found their practice early on in the conversation
8

Process Adherance - Did the agent collect all the relevant information? (Name, DOB, Insurance, Purpose and Preferred time of visit)

Yes
The agent collected the patient’s details as per procedure
9

Resolution - Was the agent able to book the appointment?

Yes
Yes, the agent booked the earliest appointment possible based on open slots and the patient’s preferred time to visit
10

Closing - Did the agent end the call in a cordial manner?

Yes
The agent signed off politely with the patient
Call Analysis
edit Edit
Patient Type :
Call Type :
Sentiment :
Happy Good
Outcome :
Revenue Potential :
Reason for Not Booking :
Insurance Not Accepted
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Notes
Tasks
Patient Forms - dashboard
Call Intelligence Opportunity - dashboard
Call Intelligence Opportunity - New Patients - dashboard
Call Intelligence Opportunity - Existing Patient - dashboard
AI Coaching- Summary - dashboard
AI Intelligence - Call Summary - dashboard
Chloe Miller

Chloe Miller

ID: 1484 • Houston
Female • 66 Yrs • Active • 09/28/74

Last Visit

Sep 17, 2025 Friday 2:00 PM

Hygiene Broken
Next Visit

Jan 9, 2026 Friday 3:30 PM

Restorative Scheduled
4 Pending Forms Form History
Implant Treatment Consent Form
COVID-19 PRE-SCREENING FORM for New Patients
New Patient Medical History Form
New Patient Form
Implant Treatment Consent Form
COVID-19 PRE-SCREENING FORM for New Patients
New Patient Medical History Form
New Patient Form
Implant Treatment Consent Form
COVID-19 PRE-SCREENING FORM for New Patients
New Patient Medical History Form
New Patient Form
Hard Verified
Hygiene Overdue (01/01/2025)
EHR Balance Due: $349.00 care creditExisting Cardholder
Adit Pay Balance: $150.00
Remaining Benefits: $2,000.00
Unsched Production Unsched Production: $39,000
Unsched Family Members Unsched Family Members: 0
Treatment Plans (last 90 days)
Treatment Plan A
Accepted Accepted
Treatment Plan B
Pending Office Sign Pending Office Sign
Follow Ups
Unsched Broken Appt Unassigned - Mar 19, 2021
Hygiene Recare John Doe - Mar 28, 2021
Notes
Add note...

Patient didn’t show up.

Note by Susie Smith 12/25/2021

Patient Appointment Completed on XXX.

Patient Log Note 12/24/21

Attempt was made on post-op follow up. Spoke to a decision maker. Post-Op was completed by Mike Sayed.

Note by Mike Sayed 06/14/2021

Welcome to Adit

Let's take a quick tour of our easy-to-use platform.

Incoming
Chloe Miller

Chloe Miller

832-494-9494

Next: 10/28/25 8:27pm

Last: 09/09/25 8:27pm

EHR Bal: $500

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