Bright Smiles Orthodontics · patient profile
Patient profile
CD
Chloe D. · “Chloe”
Age 12 · Tween · No book · Centerville office
- Gender
- F
- Date of birth
- 2014-06-12
- Lead source
- Facebook ad
- First contact
- 2026-05-20
- Existing family here
- No
Treatment intent
- Main concern
- Mild crowding on the bottom; mom likes the plan but wants to start after a busy spring.
- Category
- Crowding
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- On board with treatment, wants to wait until summer break to start.
Household & decision makers
- Primary contact
- Mom
- Who brings patient
- Mom
- Mom
- Hannah D. · (937) 555-0817
- Dad
- Paul D. · (937) 555-0818
- hannah.d@email.com
- City
- Centerville
- ZIP
- 45458
- Mailing address
- 256 Spring Valley 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. Patel, Centerville Family Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-04-18
- 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
- Hannah D.
- Insured DOB
- 1986-11-03
- SSN
- •••-••-5521 · encrypted at rest, held in the PMS
- Employer
- Centerville City Schools
- Carrier
- Guardian
- Carrier phone
- (800) 555-0166
- Member ID
- GD-55210188
- Group #
- GRP-3360
Visit
- Appointment
- 2026-05-26 · 4:30 PM
- Type
- In person consult
- Knows the office
- Yes
- Paperwork sent
- Yes
- Paperwork returned
- Yes
- Same-day-start expectation set
- Yes
- Est. consult duration
- 60–90 min
Activity & notes
- Call taken by (AC)
- KM
- Created
- 2026-05-20
- Updated
- 2026-05-27
Call notes
Mom is sold on the plan but wants to wait for summer so Chloe isn't adjusting during finals and softball. Strong candidate, no clinical flags. Follow up closer to summer.
Follow-ups
- ○Send a summer-start window option· 2026-05-28
- ✓Timing-objection recovery sequence· 2026-05-28
parenttiming-objectionconsult-heldno-book