DEMO DATA — the output format and calculations on this page are production. The values are illustrative for demo purposes; they are generated from a fixed seed, no real client or RPA names appear.
Stephen Green & Associates

Raw CSV export

Generated 02 May 2026 at 15:09 UTC
Phase 3.4 port of Dayna's workflow-raw.csv export — the flat appointment dump she pulls from SwiftTrack before assembling the workflow spreadsheet. 13 of the 16 columns are populated live from the CRM; Radon Score / Table Used / Max. Potential have not yet been located in the schema and render as —.

30 appointments in the export window. Download CSV

Date of Appointment Type Account Number Lead Name Town Radon Score Table Used Max. Potential RPA Visiting Review Notes Assigned to RPA Date Built Authorised Date Authorised Review By Date Reviewed
04-Apr-26 Company Xray SBD-141 Sheringham Beach Dental Sheringham Rebecca Turnbull
04-Apr-26 Refresher Training OBC-068 Old Buckenham Chiropractic Old Buckenham Charlotte Reeve
04-Apr-26 Dentists with CBCT OBC-068 Old Buckenham Chiropractic Old Buckenham Mark Henderson
05-Apr-26 Office (admin day) EVC-014 Eastvale Veterinary Clinic Wymondham James O'Brien
05-Apr-26 Company Xray NGD-001 Northgate Dental Practice Norwich Tom Whitfield
05-Apr-26 Dentists with Hand Held MGS-045 Marsh Green Surgery Bury St Edmunds Tom Whitfield
06-Apr-26 Dentists with CBCT FBV-022 Fenland Bay Veterinary King's Lynn Mark Henderson
06-Apr-26 CEAT visit EVC-014 Eastvale Veterinary Clinic Wymondham Charlotte Reeve
07-Apr-26 Office (admin day) ATV-156 Attleborough Veterinary Attleborough Olivia Carter
08-Apr-26 Refresher Training BPD-163 Burnham Pier Dentistry Burnham Market Priya Shah
09-Apr-26 Dentists with CBCT FBV-022 Fenland Bay Veterinary King's Lynn Tom Whitfield
09-Apr-26 CEAT visit WRB-110 Watton Road Bone & Joint Watton Priya Shah
10-Apr-26 Dentists with Hand Held SBD-141 Sheringham Beach Dental Sheringham Rebecca Turnbull
10-Apr-26 Dentists with Hand Held LWD-073 Lakeside Dental Care Lowestoft Olivia Carter
10-Apr-26 Dentists with Hand Held HAR-052 Harleston Avenue Radiology Harleston James O'Brien
13-Apr-26 Company XRF NHC-122 Norfolk Heart Centre Norwich Charlotte Reeve
14-Apr-26 Dentists with intra oral and panoramic, Pan/Ceph only BPD-163 Burnham Pier Dentistry Burnham Market Priya Shah
15-Apr-26 Dentists with CBCT NHC-122 Norfolk Heart Centre Norwich Mark Henderson
15-Apr-26 KIN 3 years LWD-073 Lakeside Dental Care Lowestoft Olivia Carter
16-Apr-26 Dentists with CBCT EVC-014 Eastvale Veterinary Clinic Wymondham Charlotte Reeve
16-Apr-26 Office (admin day) LWD-073 Lakeside Dental Care Lowestoft Priya Shah
16-Apr-26 Dentists with CBCT ATV-156 Attleborough Veterinary Attleborough Daniel Kowalski
16-Apr-26 Dentists with intra oral and panoramic, Pan/Ceph only NGD-001 Northgate Dental Practice Norwich Olivia Carter
16-Apr-26 RPA Audit (annual) OBC-068 Old Buckenham Chiropractic Old Buckenham Tom Whitfield
17-Apr-26 Office (admin day) ATV-156 Attleborough Veterinary Attleborough Sarah Mitchell
17-Apr-26 CEAT visit OBC-068 Old Buckenham Chiropractic Old Buckenham Tom Whitfield
17-Apr-26 Vets Xray only (Every other year) WRB-110 Watton Road Bone & Joint Watton Charlotte Reeve
17-Apr-26 Dentists with intra oral and panoramic, Pan/Ceph only HAR-052 Harleston Avenue Radiology Harleston Sarah Mitchell
20-Apr-26 Dentists with Hand Held SCD-031 Stamford Cross Dental Stamford Daniel Kowalski
20-Apr-26 Dentists with Hand Held FBV-022 Fenland Bay Veterinary King's Lynn Charlotte Reeve