Customer CRM record for Michael L.
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
Primary family contact can request recurring care
Post-visit summary shared with linked family contact
No duplicate billing profile found
Family recipients
Care profiles under this account
Selected recipient
Booking history
Requests, states, and next records
MDR-1044
MDR-1029
MDR-1016
Support and billing
Customer-facing follow-up
Support history stays available, but there is no open family issue right now.
Receipt, credit, and payment settlement are aligned for export
Duplicate merge
Avoid splitting consent, billing, and care history across duplicate profiles.
CRM notes
Operational context for every desk
Wants same professional when possible for Friday visits.
Parking is available in visitor lot.
Post-visit summary strongly affects rebook decision.