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Patient Journey

Marcus Okafor · post-consultation

Everything that has happened since the plan was sent, and everything Zeno will do next without being asked.

Documents Opened

3 of 4

last opened 09:22

Portal Sessions

2

both on mobile

Messages Exchanged

6

4 automated, 2 staff

Next Appointment

12 Aug

Crown removal, 08:30

Journey timeline

Automated and clinical events in one thread

  1. Today · 09:22

    Treatment plan opened

    Viewed for 4m 12s on mobile

  2. Today · 09:20

    Plan delivered to patient portal

    Email + SMS notification sent

  3. Today · 09:18

    Education bundle attached

    4 resources, 2 videos

  4. Today · 09:11

    Consultation note finalised

    Approved by Dr. Prashant

  5. Today · 08:46

    Consultation completed

    42 minutes, transcribed live

  6. Tomorrow · 10:00

    Follow-up call scheduled

    AI agent will confirm plan questions

  7. 12 Aug · 08:30

    Crown removal appointment

    Sedation consent required

Portal preview

Sydney Dental Specialists

Your treatment plan is ready

Hello Marcus — your plan for the crown on tooth 47 is ready to review, along with four short guides.

View my plan

Document status

  • Treatment planOpened twice · 4m 12s
  • Education bundle2 of 4 resources opened
  • Referral letterSent to Dr. Barr
  • Finance optionsNot yet opened

Follow-up nudges

  • Plan decision reminder

    Scheduled tomorrow 10:00

  • Finance options explainer

    Scheduled Sat 09:00

  • Sedation prep instructions

    Auto-send 2 days before

Communication history

  • Treatment plan and education bundle delivered

    Today 09:20

    Email
  • Portal link sent

    Today 09:20

    SMS
  • Appointment confirmation, 42 seconds

    Today 08:00

    AI call
  • Consultation reminder with intake form

    Yesterday

    Email

Outstanding actions

  • Sedation consent form not returned
  • Transplant unit clearance letter awaited
  • Night guard decision pending

Upcoming appointments

  • Crown removal 47 (sedation)12 Aug · 08:30
  • Zirconia crown fit26 Aug · 10:00
  • Splint delivery9 Sep · 09:15