Clearview Orthodontics

Denton, TX · clearvieworthodontics.com · onboarded Jan 15, 2026 · day 213

Customer History Vault Health Score

Out of 100 · "Strong"

▲ +11 since onboarding

This Month at a Glance

PROFILES TRACKED

2,140

full patient base

REPEAT VISIT RATE

76%

▲ +8 pts

AVG PATIENT VALUE

$2,860

▲ +$310

DATA POINTS LOGGED

41k

auto-captured

SEGMENTS CREATED

for targeted outreach

LOOKUPS THIS MONTH

1,890

front desk time saved

Patient lookups & repeat visits · last 6 months

LookupsRepeat visits (scaled)

MarAprMayJunJulAug

What the system did for you

Live activity log

Today · Fri Aug 15

•

Full treatment history pulled during check-infront desk saved ~4 minutes per patient

Lookup

•

Patient auto-flagged as due for retainer checkreminder queued for next week

Flag

Thu Aug 14

•

VIP segment updated — 40 highest-value familiestargeted for referral outreach

Segment

Recent lookups

Patient	Reason	Result
Ellis family	Check-in	History pulled instantly
Marcus T.	Billing question	Full ledger shown
+ 1,886 more	—	this month

Monthly Report & Strategy

Repeat visit rate is up 8 points and front desk lookups that used to take minutes now happen instantly — 1,890 times this month alone.

Add to Your Subscription

You know your patients better than ever — turn that into growth. Add Referral Reward System to convert loyal families into new patients.

Nouman Sadiq · Systems on Autopilot · nouman@noumansadiq.com · +1 (929) 939-4060
This is a live, view-only client dashboard. Updates automatically as work happens. · Demo mockup with placeholder data.