Experience 03
Treatment coordinator command center for case follow-up.
The internal experience is not another finance terminal. It is a native-feeling work queue for case status, lender routing, ledger reconciliation, automated follow-up, and case questions.
May 10
7 active treatment plans
Opened link
6
Approved
3
Funded
$6.3K
Needs action
3
Case queue
LiveSarah Martinez: Approved.
Ledger reconciliation
Auto-match
D2740 Crown
$1,640
Insurance expected
-$680
Lender funded
$960
Ready to post against patient gap
Agentic follow-up
Suggested
Day 0
Send plan-reserved recap and scheduling link.
Day 2
Confirm lender disclosures are reviewed before treatment.
Day 5
Coordinator task appears if funding has not posted.
Follow-up ready for Sarah Martinez's approved plan.