AI Briefing
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Brief for Thomas R.
  • AI PATTERN6-year patient, 12 visits, preventive only. 4 plans presented, none booked.
  • AI PATTERN4 treatment plans presented over 6 years. 0 accepted. 2 verbal yeses, 0 follow-throughs.
  • TODAY'S EXAMTooth #19 crown identified about 3 years ago, not yet scheduled. Now at high fracture risk.
  • Says cost is the barrier but has declined financing offers (Care Credit, in-house) twice without engaging.
  • Today's plan $4,800 across 4 procedures. He may say 'I'll call back' or 'I'll think about it.'
Urgency: Tooth #19 (long-deferred, fracture risk): high priority. Gum disease documented as progressing.
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TR
Thomas Reilly
Age 58 | 12 visits | Last visit: 8 months ago
Today's Treatment Plan
$4,800
4 procedures | Insurance covers $1,000
Pattern flags
Repeated deferral, no bookingsMulti-year deferred treatmentVerbal-yes-no-follow-through pattern6-year patient
What the patient said
AI Response
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