Collections
All patients with collected revenue
Total Collected (All Time)
$907,874
Total Collected
$907,874
Insurance Portion
$277,846
Patient Paid
$630,028
Showing 86 records ยท 84 unique patients
| Patient | Doctor | Coordinator | Source | Treatment | Collection Date | Insurance | Patient Paid | Total Collected |
|---|---|---|---|---|---|---|---|---|
| Elena Mendez | Dr. Taylor Brooks | Maya | Existing Patient | AOX | Sep 1, 2026 | $2,213 | $6,826 | $9,039 |
| Adriana Ortiz | Dr. Alex Morgan | Maya | Friend | Virtual Consult | Sep 1, 2026 | $385 | $940 | $1,325 |
| Claudia Espinoza | Dr. Morgan + Dr. Lee | Sophia | Other (See Notes) | Ortho | Sep 1, 2026 | $10,877 | $13,745 | $24,622 |
| Luis Marin | Dr. Morgan + Dr. Lee | Other (See Notes) | Dr. Referral | AOX / NPE | Sep 1, 2026 | $14,046 | $16,556 | $30,602 |
| Maria Castillo | Dr. Alex Morgan | Maya | Tooth Traffic | Implant | Sep 1, 2026 | $9,834 | $8,581 | $18,415 |
| Carmen Suarez | Dr. Alex Morgan | Front Desk | Television | NPE | Sep 1, 2026 | $93 | $168 | $261 |
| Patricia Quintero | Dr. Casey Patel | Front Desk | Ortho | Sep 1, 2026 | $3,095 | $8,134 | $11,229 | |
| Esteban Sanchez | Dr. Morgan + Dr. Lee | Other (See Notes) | Other (See Notes) | Ortho | Sep 1, 2026 | $7,907 | $12,584 | $20,491 |
| Isabel Mendez | Dr. Jamie Rivera | Front Desk | Other (See Notes) | Virtual Consult | Sep 1, 2026 | $540 | $1,856 | $2,396 |
| Patricia Moreno | Dr. Jamie Rivera | Maya | Patient Referral | AOX / NPE | Sep 1, 2026 | $12,008 | $11,543 | $23,551 |
| Pedro Fuentes | Dr. Morgan + Dr. Lee | Maya | Radio | NPE | Sep 1, 2026 | $47 | $189 | $236 |
| Mariana Mendez | Dr. Jordan Lee | Other (See Notes) | Patient Referral | AOX | Sep 1, 2026 | $1,574 | $6,267 | $7,841 |
| Teresa Solis | Dr. Casey Patel | Other (See Notes) | Employee Referral | Implant | Aug 31, 2026 | $6,764 | $16,588 | $23,352 |
| Fernando Navarro | Dr. Jamie Rivera | Other (See Notes) | Employee Referral | NPE | Aug 31, 2026 | $33 | $117 | $150 |
| Esteban Pena | Dr. Taylor Brooks | Maya | Friend | Virtual Consult | Aug 28, 2026 | $498 | $917 | $1,415 |
| Maria Quintero | Dr. Casey Patel | Maya | Patient Referral | Virtual Consult | Aug 26, 2026 | $420 | $1,060 | $1,480 |
| Rosa Suarez | Dr. Casey Patel | Front Desk | Dr. Referral | AOX / NPE | Aug 25, 2026 | $18,214 | $27,147 | $45,361 |
| Oscar Marin | Dr. Jamie Rivera | Front Desk | Insurance Referral | FMR | Aug 22, 2026 | $3,723 | $11,927 | $15,650 |
| Monica Reyes | Dr. Casey Patel | Other (See Notes) | Dr. Referral | AOX / NPE | Aug 20, 2026 | $7,007 | $12,459 | $19,466 |
| Roberto Cruz | Dr. Morgan + Dr. Lee | Rachel | Digital / Meta | Limited Exam | Aug 17, 2026 | $81 | $84 | $165 |
| Paula Cruz | Dr. Morgan + Dr. Lee | Rachel | Tooth Traffic | FMR | Aug 14, 2026 | $6,564 | $9,846 | $16,410 |
| Emilio Gonzalez | Dr. Alex Morgan | Maya | Radio | AOX | Aug 7, 2026 | $603 | $7,052 | $7,655 |
| Lucia Flores | Dr. Jordan Lee | Maya | Radio | FMR | Aug 7, 2026 | $2,735 | $18,399 | $21,134 |
| Jose Mendez | Dr. Jamie Rivera | Rachel | Tooth Traffic | FMR | Aug 6, 2026 | $1,319 | $18,272 | $19,591 |
| Manuel Rios | Dr. Jordan Lee | Maya | Digital / Meta | Virtual Consult | Aug 2, 2026 | $65 | $1,062 | $1,127 |
| Rosa Jimenez | Dr. Jordan Lee | Front Desk | Patient Referral | Virtual Consult | Aug 1, 2026 | $442 | $835 | $1,277 |
| Andres Delgado | Dr. Alex Morgan | Maya | Limited Exam | Jul 30, 2026 | $21 | $67 | $88 | |
| Juan Hernandez | Dr. Taylor Brooks | Rachel | Television | Ortho | Jul 30, 2026 | $3,992 | $16,400 | $20,392 |
| Lorena Ramirez | Dr. Alex Morgan | Maya | Television | FMR | Jul 27, 2026 | $458 | $7,732 | $8,190 |
| Claudia Beltran | Dr. Alex Morgan | Front Desk | Other (See Notes) | Virtual Consult | Jul 26, 2026 | $280 | $247 | $527 |
| Daniel Marin | Dr. Jamie Rivera | Maya | Friend | Ortho | Jul 19, 2026 | $1,322 | $3,512 | $4,834 |
| Esteban Torres | Dr. Jamie Rivera | Sophia | Television | AOX | Jul 16, 2026 | $501 | $9,098 | $9,599 |
| Gabriela Herrera | Dr. Morgan + Dr. Lee | Rachel | Digital / Meta | NPE | Jul 12, 2026 | $98 | $87 | $185 |
| Gabriela Fuentes | Dr. Morgan + Dr. Lee | Front Desk | Employee Referral | FMR | Jul 11, 2026 | $7,575 | $13,305 | $20,880 |
| Patricia Garcia | Dr. Taylor Brooks | Rachel | Television | Limited Exam | Jul 10, 2026 | $132 | $188 | $320 |
| Patricia Mendoza | Dr. Jordan Lee | Other (See Notes) | Television | Limited Exam | Jul 6, 2026 | $104 | $200 | $304 |
| Beatriz Herrera | Dr. Alex Morgan | Maya | Dr. Referral | Virtual Consult | Jul 4, 2026 | $297 | $495 | $792 |
| Gabriela Navarro | Dr. Jordan Lee | Other (See Notes) | Patient Referral | Limited Exam | Jul 3, 2026 | $122 | $154 | $276 |
| Emilio Rodriguez | Dr. Taylor Brooks | Rachel | Employee Referral | Limited Exam | Jul 3, 2026 | $65 | $153 | $218 |
| Juan Mendoza | Dr. Alex Morgan | Maya | Tooth Traffic | Arch / Restorative | Jul 2, 2026 | $14,401 | $22,376 | $36,777 |
| Natalia Cruz | Dr. Morgan + Dr. Lee | Sophia | Insurance Referral | Virtual Consult | Jun 29, 2026 | $322 | $153 | $475 |
| Claudia Navarro | Dr. Jamie Rivera | Other (See Notes) | Tooth Traffic | Arch / Restorative | Jun 27, 2026 | $6,158 | $4,841 | $10,999 |
| Javier Gomez | Dr. Alex Morgan | Other (See Notes) | Television | Limited Exam | Jun 25, 2026 | $75 | $126 | $201 |
| Fernando Gomez | Dr. Taylor Brooks | Other (See Notes) | Employee Referral | AOX | Jun 21, 2026 | $15,295 | $26,091 | $41,386 |
| Ricardo Gonzalez | Dr. Morgan + Dr. Lee | Sophia | Patient Referral | Implant | Jun 19, 2026 | $520 | $10,680 | $11,200 |
| Manuel Cruz | Dr. Jamie Rivera | Maya | Friend | AOX / NPE | Jun 19, 2026 | $1,495 | $5,191 | $6,686 |
| Carlos Perez | Dr. Morgan + Dr. Lee | Sophia | Insurance Referral | AOX | Jun 16, 2026 | $5,700 | $17,064 | $22,764 |
| Pedro Navarro | Dr. Casey Patel | Other (See Notes) | Insurance Referral | Virtual Consult | Jun 12, 2026 | $688 | $614 | $1,302 |
| Roberto Flores | Dr. Morgan + Dr. Lee | Sophia | Friend | Arch / Restorative | Jun 7, 2026 | $1,670 | $10,408 | $12,078 |
| Claudia Cruz | Dr. Jordan Lee | Maya | Friend | Implant | Jun 5, 2026 | $14,701 | $16,791 | $31,492 |
| Jorge Espinoza | Dr. Morgan + Dr. Lee | Rachel | Digital / Meta | Arch / Restorative | Jun 5, 2026 | $296 | $9,447 | $9,743 |
| Natalia Aguilar | Dr. Jordan Lee | Other (See Notes) | Friend | FMR | Jun 4, 2026 | $1,136 | $27,659 | $28,795 |
| Carlos Sanchez | Dr. Jamie Rivera | Sophia | Patient Referral | Limited Exam | Jun 1, 2026 | $101 | $199 | $300 |
| Teresa Cruz | Dr. Morgan + Dr. Lee | Other (See Notes) | Employee Referral | FMR | May 31, 2026 | $2,092 | $21,162 | $23,254 |
| Diego Gomez | Dr. Taylor Brooks | Maya | Employee Referral | AOX | May 31, 2026 | $4,796 | $13,350 | $18,146 |
| Hector Reyes | Dr. Casey Patel | Rachel | Tooth Traffic | Arch / Restorative | May 27, 2026 | $3,173 | $2,637 | $5,810 |
| Veronica Martinez | Dr. Alex Morgan | Maya | Digital / Meta | FMR | May 27, 2026 | $3,913 | $15,559 | $19,472 |
| Victor Mendoza | Dr. Morgan + Dr. Lee | Front Desk | Radio | Implant | May 27, 2026 | $4,125 | $9,013 | $13,138 |
| Camila Hernandez | Dr. Taylor Brooks | Rachel | Tooth Traffic | FMR | May 26, 2026 | $13,930 | $11,395 | $25,325 |
| Gabriela Jimenez | Dr. Casey Patel | Rachel | Radio | NPE | May 23, 2026 | $24 | $98 | $122 |
| Alejandro Solis | Dr. Morgan + Dr. Lee | Front Desk | Television | Limited Exam | May 23, 2026 | $64 | $146 | $210 |
| Rafael Perez | Dr. Jordan Lee | Other (See Notes) | Employee Referral | Implant | May 21, 2026 | $2,933 | $9,140 | $12,073 |
| Lucia Vega | Dr. Taylor Brooks | Sophia | Employee Referral | Ortho | May 20, 2026 | $7,333 | $10,842 | $18,175 |
| Andres Marin | Dr. Alex Morgan | Rachel | Existing Patient | Virtual Consult | May 19, 2026 | $641 | $1,202 | $1,843 |
| Manuel Hernandez | Dr. Alex Morgan | Maya | Digital / Meta | AOX / NPE | May 17, 2026 | $9,071 | $17,319 | $26,390 |
| Roberto Jimenez | Dr. Taylor Brooks | Front Desk | Radio | Ortho | May 11, 2026 | $438 | $22,831 | $23,269 |
| Ricardo Gonzalez | Dr. Alex Morgan | Front Desk | Radio | Arch / Restorative | May 10, 2026 | $481 | $2,541 | $3,022 |
| Santiago Reyes | Dr. Jamie Rivera | Rachel | Patient Referral | Ortho | May 8, 2026 | $4,733 | $5,102 | $9,835 |
| Maria Delgado | Dr. Jamie Rivera | Maya | Patient Referral | Ortho | May 6, 2026 | $350 | $8,522 | $8,872 |
| Teresa Reyes | Dr. Alex Morgan | Rachel | Virtual Consult | May 1, 2026 | $344 | $670 | $1,014 | |
| Silvia Reyes | Dr. Jamie Rivera | Front Desk | AOX | Apr 27, 2026 | $2,210 | $6,374 | $8,584 | |
| Alejandro Herrera | Dr. Casey Patel | Other (See Notes) | Other (See Notes) | FMR | Apr 23, 2026 | $1,907 | $2,541 | $4,448 |
| Mariana Rios | Dr. Morgan + Dr. Lee | Maya | Tooth Traffic | Limited Exam | Apr 23, 2026 | $3 | $164 | $167 |
| Andres Rodriguez | Dr. Taylor Brooks | Front Desk | Employee Referral | Ortho | Apr 20, 2026 | $6,521 | $7,829 | $14,350 |
| Emilio Beltran | Dr. Casey Patel | Front Desk | Employee Referral | NPE | Apr 20, 2026 | $31 | $161 | $192 |
| Gabriela Lopez | Dr. Jamie Rivera | Maya | Friend | NPE | Apr 18, 2026 | $122 | $232 | $354 |
| Alejandro Beltran | Dr. Taylor Brooks | Sophia | Friend | AOX / NPE | Apr 18, 2026 | $3,848 | $9,157 | $13,005 |
| Javier Vargas | Dr. Casey Patel | Other (See Notes) | Other (See Notes) | NPE | Apr 15, 2026 | $127 | $211 | $338 |
| Veronica Solis | Dr. Jordan Lee | Maya | Employee Referral | NPE | Apr 15, 2026 | $58 | $199 | $257 |
| Elena Vargas | Dr. Taylor Brooks | Maya | Employee Referral | AOX | Apr 6, 2026 | $4,806 | $8,421 | $13,227 |
| Ana Fuentes | Dr. Morgan + Dr. Lee | Front Desk | Tooth Traffic | Virtual Consult | Apr 4, 2026 | $18 | $443 | $461 |
| Maria Quintero | Dr. Alex Morgan | Other (See Notes) | Arch / Restorative | Apr 2, 2026 | $2,136 | $3,991 | $6,127 | |
| Sofia Reyes | Dr. Alex Morgan | Other (See Notes) | Dr. Referral | FMR | Mar 29, 2026 | $1,928 | $13,981 | $15,909 |
| Jorge Delgado | Dr. Alex Morgan | Front Desk | Dr. Referral | AOX | Mar 23, 2026 | $6,853 | $7,905 | $14,758 |
| Gabriela Aguilar | Dr. Alex Morgan | Sophia | Insurance Referral | Virtual Consult | Mar 20, 2026 | $173 | $232 | $405 |
| Tomas Mendoza | Dr. Jamie Rivera | Other (See Notes) | Other (See Notes) | Limited Exam | Mar 20, 2026 | $52 | $226 | $278 |
| Grand Total (86 records) | $277,846 | $630,028 | $907,874 | |||||