AI Briefing
Heads up for this conversation
Brief for Sarah M.
- 8-year patient, 23 visits. Family also patients here.
- AI PATTERNAlways polite, defers cost discussions with 'let me think about it.' Pattern: she declines via no-response, not in the room.
- Insurance maxed for 2026. Today's plan is $4,200 across 2 procedures, all cash, 62% above her largest accepted plan ($2,600 crown in 2022).
- Care Credit paid off 2023, pre-qualified to $5,000. Has used in-house 12-month plan in 2024.
- TODAY'S EXAMTooth #14 has active fracture risk, flagged as a priority. Tooth #30 less urgent.
- High household financial sensitivity (kids' braces, husband's medical bills).
Urgency: Tooth #14 (active fracture): priority for treatment. Tooth #30: lower priority.
Back to queue
SM
Sarah Mitchell
Age 47 | 23 visits | Last visit: 4 months ago
Today's Treatment Plan
$4,200
2 procedures | Insurance: $0 (maxed)
Pattern flags
Polite deferral patternHigh financial sensitivity8-year patient
What the patient said
AI Response
Click a patient phrase above to see the AI response