SAN JUAN REGIONAL MEDICAL CENTER

Customer ID: 101197

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

September 22, 2025

Not scheduled

5

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Sep 22, 2025 5 activities 0 quotes 0 QBRs
Insights
  • ✅The customer maintains a perfect health score of 10/10, indicating strong satisfaction or engagement.
  • ✅Recent activity shows a focus on updating and managing contact information, suggesting an effort to keep communication channels current.
  • ✅The same activity, such as the "UTAK Urine check-in" email, was repeated, possibly indicating a high-priority communication or follow-up.
Risks
⚠️The total value remains at $0.00, which could imply no recent transactions or revenue generation from this customer.
⚠️Frequent updates to contacts, such as adding and updating the same contact, might suggest potential instability or changes in key personnel, which could affect continuity in communication.
Opportunities
📈With a high health score, there may be potential to convert satisfaction into sales or service engagements.
📈The recent focus on contact management could provide an opportunity to strengthen relationships and identify new decision-makers to drive business.
📈Engaging with the new contacts added, specifically Lori Dollar, could open up fresh discussions for partnerships or service offerings.
Contacts
KATIE HUNTER (No longer there)

None

khunter@sjrmc.net

505-609-6449

LORI DOLLAR

ladollar@sjrmc.net

505-609-6449

Recent Activities
Log Activity
UTAK Urine check-in
Email Completed
2025-09-22 14:53
View Edit
Hi Lori, I hope your week is off to a great start! I see about a year ago your lab made it’s first purchase with UTAK getting some of our drug free urine. I wanted to follow up with you to see ho...
Added contact: LORI DOLLAR
Contact Management Completed
2025-09-22 14:51
View Edit
Added new contact: LORI DOLLAR, Email: ladollar@sjrmc.net, Phone: 505-609-6449
Updated contact: KATIE HUNTER (No longer there)
Contact Management Completed
2025-09-22 14:50
View Edit
Updated contact 'KATIE HUNTER (No longer there)'. Changes: Name: 'KATIE HUNTER' → 'KATIE HUNTER (No longer there)'; Title: 'None' → 'None'
Added contact: KATIE HUNTER
Contact Management Completed
2025-09-22 14:40
View Edit
Added new contact: KATIE HUNTER, Email: khunter@sjrmc.net, Phone: 505-609-6449
UTAK Urine check-in
Email Completed
2025-09-22 14:40
View Edit
Hi Katie, I hope your week is off to a great start! I see about a year ago your lab made it’s first purchase with UTAK getting some of our drug free urine. I wanted to follow up with you to see h...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.