Pulling cases…

OSD CRM

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	Name	Service	Pipeline	Stage	Value	TC	Dentist	Status	Created	Days

New Case

All new leads enter the Concierge pipeline for TC triage. They'll be routed to SmileUp / Implants / Invisalign once a TC is assigned.

Existing contact found

Contact

First Name

Last Name

Mobile

Email

Case

Lead Source

Service

Assigned Concierge

Additional Info

Add Note

Note

Mark as Won

Reason

Future re-engagement potential?

Edit Case

Link to Plato

Paste the Plato patient URL to link this CRM record. Open the patient in Plato, copy the URL from your browser's address bar, and paste it below.

Plato Patient URL

Plato ID detected:

Could not extract Plato ID. Please paste a valid Plato patient URL.

Add Service

Create an additional case for

Service

Notes

Reassign Service

Use this when the wrong service was chosen at intake and the case is now in the wrong pipeline.

Currently set to

Correct service

Reason (optional)

This case will move to the pipeline. The current stage carries over if it exists in the new pipeline, otherwise resets to the first stage. All notes, activities, and Plato linkage follow the case.

OSD CRM

Orchard Scotts Dental — Case Management

Staff ID PIN

Staff access only