CUS-1048Billing questionOttawa Central
Customer CRM record for Priya P.
Review family recipients, consent, active requests, billing state, support history, account flags, duplicate merge checks, and CRM notes before any customer-facing update.
Customer overview
Account, consent, and family access
Email
Masked email verified
Phone
Masked contact ready
Primary recipient
Harold P.
Account owner
Billing desk
Joined
April 2026
Open request
MDR-1037
Billing
Captured invoice under review
Support
SUP-443 waiting
Consent
Spouse account with daughter linked for visit updates
Privacy
Billing replies by email; urgent notes by masked call
Data access
Identity confirmed before refund discussion
Family recipients
Care profiles under this account
Selected recipient
Name
Harold P.
Relationship
Spouse
Status
Completed visit
Service
Registered Nursing
Booking history
Requests, states, and next records
Today
Registered Nursing
MDR-1037
May 19
Nursing Support
MDR-1007
May 5
Registered Nursing
MDR-0981
Support and billing
Customer-facing follow-up
Duplicate merge
Avoid splitting consent, billing, and care history across duplicate profiles.
No duplicate email match
Same household as Anika P.
CRM notes
Operational context for every desk
Needs clear explanation when final billing differs from estimate.
Uploaded care plan should remain visible on nursing requests.
Prefers email receipt and phone follow-up for billing questions.