AI Briefing
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Brief for Maria R.
  • Newer patient, 6 weeks. Came from HMO-heavy practice, recently switched to PPO.
  • AI PATTERNVisibly anxious. Asked many questions about coverage during exam. PPO model is unfamiliar.
  • TODAY'S EXAMToday's plan: 2 procedures totaling $2,800 (crown #30 + possible root canal). Active fracture pain, flagged as a priority.
  • Insurance covers $1,200, OOP estimated $1,600. She looked shocked at the OOP figure.
  • Single income, two kids. Likely T3 dominant (insurance confusion) before any financial conversation can land.
Urgency: Tooth #30 (active fracture, pain): priority for treatment, per the provider's plan.
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MR
Maria Rodriguez
Age 41 | 2 visits | Last visit: Today
Today's Treatment Plan
$2,800
2 procedures | Insurance covers $1,200
Pattern flags
New to PPO modelAnxiousModerate financial sensitivity
What the patient said
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