Bright Smiles Orthodontics · patient profile
Patient profile
CW
Caleb W. · “Caleb”
Age 9 · Phase 1 · Consult booked · Centerville office
- Gender
- M
- Date of birth
- 2017-06-25
- Lead source
- Walk-in
- First contact
- 2026-05-27
- Existing family here
- No
Treatment intent
- Main concern
- Dad noticed crowded lower teeth and wants an early screening to see if anything's needed yet.
- Category
- Phase 1 eval
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Open to whatever's right; comfortable with a watch-and-wait if that's the call.
Household & decision makers
- Primary contact
- Dad
- Who brings patient
- Dad
- Mom
- Karen W. · (937) 555-0689
- Dad
- Daniel W. · (937) 555-0688
- daniel.w@email.com
- City
- Centerville
- ZIP
- 45458
- Mailing address
- 320 Social Row Rd, Centerville, OH 45458
- Parents same address
- Yes
- Both parents attending
- No
Clinical context
Locked — Lane 2 (PHI)
Requires elevated role.
Clinical context
Lane 2 · staff only · never sent to AI- Referring dentist
- Dr. Hassan, Spring Valley Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-05-02
- Clinical flags
- None on file
Insurance
Locked — Lane 2 (PHI)
Requires elevated role.
Insurance
Lane 2 · staff only · never sent to AI- Wants verification
- Yes
- Verification status
- In progress
- Has secondary
- No
Primary
- Insured
- Daniel W.
- Insured DOB
- 1984-11-09
- SSN
- •••-••-6880 · encrypted at rest, held in the PMS
- Employer
- Wright-Patterson AFB
- Carrier
- MetLife
- Carrier phone
- (800) 555-0142
- Member ID
- ML-68800219
- Group #
- GRP-7730
Visit
- Appointment
- 2026-05-29 · 10:00 AM
- Type
- In person consult
- Knows the office
- No
- Paperwork sent
- Yes
- Paperwork returned
- No
- Same-day-start expectation set
- No
- Est. consult duration
- 30 min early-eval
Activity & notes
- Call taken by (AC)
- RB
- Created
- 2026-05-27
- Updated
- 2026-05-27
Call notes
Walk-in dad; gave him the free-screening info and texted a Friday slot. First-time ortho family, send directions with the reminder.
Follow-ups
- ○Text directions + reminder Thursday· 2026-05-28
- ○Verify benefits before the visit· 2026-05-28
parentearly-evalbooked