Bright Smiles Orthodontics · patient profile
Patient profile
LK
Lily K. · “Lily”
Age 8 · Phase 1 · Consult booked · Centerville office
- Gender
- F
- Date of birth
- 2018-02-19
- Lead source
- Facebook ad
- First contact
- 2026-05-24
- Existing family here
- No
Treatment intent
- Main concern
- Mom noticed some crowding coming in and wants to know if it's time for a first look.
- Category
- Phase 1 eval
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Reassured that 7 to 8 is a great age for a first visit; booked happily.
Household & decision makers
- Primary contact
- Mom
- Who brings patient
- Mom
- Mom
- Emily K. · (937) 555-0461
- Dad
- Mark K. · (937) 555-0462
- emily.k@email.com
- City
- Centerville
- ZIP
- 45458
- Mailing address
- 88 Sycamore Glen, 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. Patel, Centerville Family Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-03-30
- 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
- Verified
- Has secondary
- No
Primary
- Insured
- Emily K.
- Insured DOB
- 1989-05-12
- SSN
- •••-••-4461 · encrypted at rest, held in the PMS
- Employer
- Premier Health
- Carrier
- Delta Dental
- Carrier phone
- (800) 555-0100
- Member ID
- DD-44610082
- Group #
- GRP-1180
Visit
- Appointment
- 2026-05-26 · 3:00 PM
- Type
- In person consult
- Knows the office
- Yes
- 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)
- KM
- Created
- 2026-05-24
- Updated
- 2026-05-27
Call notes
Anxious-but-excited mom of an 8-year-old. Wants a no-pressure first look. Likely a watch-or-Phase-1 decision at the visit.
Follow-ups
- ✓Send new-patient paperwork link· 2026-05-25
- ○Confirm Tuesday 3:00 the day before· 2026-05-25
parentearly-evalconsult-booked