Bright Smiles Orthodontics · patient profile
Patient profile
EL
Ethan L. · “Ethan”
Age 15 · Teen · Consult attended · Centerville office
- Gender
- M
- Date of birth
- 2011-01-07
- Lead source
- Google Maps
- First contact
- 2026-05-22
- Existing family here
- No
Treatment intent
- Main concern
- Teen wants clear aligners over metal braces; mild crowding, cares about how it looks.
- Category
- Crowding
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Good aligner candidate; family comparing aligners vs braces and the price difference.
Household & decision makers
- Primary contact
- Dad
- Who brings patient
- Dad
- Mom
- Renee L. · (937) 555-0534
- Dad
- James L. · (937) 555-0533
- Patient cell
- (937) 555-0535
- james.l@email.com
- City
- Centerville
- ZIP
- 45458
- Mailing address
- 204 Clyo 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. Nguyen, Centerville Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-02-11
- 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
- James L.
- Insured DOB
- 1982-08-30
- SSN
- •••-••-5331 · encrypted at rest, held in the PMS
- Employer
- Reynolds & Reynolds
- Carrier
- MetLife
- Carrier phone
- (800) 555-0142
- Member ID
- ML-53310077
- Group #
- GRP-6410
Visit
- Appointment
- 2026-05-28 · 5:30 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)
- RB
- Created
- 2026-05-22
- Updated
- 2026-05-26
Call notes
Held the consult; Ethan is a strong clear-aligner candidate. Dad weighing aligner vs metal pricing. Send the itemized comparison and a financing breakdown.
Follow-ups
- ○Send aligner-vs-braces cost comparison· 2026-05-29
- ○Check back on the decision in 3 days· 2026-05-31
parentteenaligner-interestconsult-held