Bright Smiles Orthodontics · patient profile
Patient profile
AT
Aiden T. · “Aiden”
Age 14 · Teen · Consult booked · Centerville office
- Gender
- M
- Date of birth
- 2012-09-08
- Lead source
- Referred by the Reynolds family
- First contact
- 2026-05-19
- Existing family here
- No
Treatment intent
- Main concern
- Overbite + some crowding; son is self-conscious about his front teeth.
- Category
- Overbite
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Booked a Saturday consult; wants to see options that work around his football schedule.
Household & decision makers
- Primary contact
- Dad
- Who brings patient
- Dad
- Mom
- Dana T. · (937) 555-0208
- Dad
- Marcus T. · (937) 555-0207
- Patient cell
- (937) 555-0210
- marcus.t@email.com
- City
- Centerville
- ZIP
- 45324
- Mailing address
- 78 Oakwood Dr, Centerville, OH 45459
- 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
- 2026-03-19
- 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
- Marcus T.
- Insured DOB
- 1985-02-11
- SSN
- •••-••-7788 · encrypted at rest, held in the PMS
- Employer
- Wright-Patterson AFB
- Carrier
- Anthem Blue Cross Blue Shield
- Carrier phone
- (800) 555-0142
- Member ID
- BCBS-55120934
- Group #
- GRP-9920
Visit
- Appointment
- 2026-05-23 · 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
- 60–90 min
Activity & notes
- Call taken by (AC)
- RB
- Created
- 2026-05-19
- Updated
- 2026-05-19
Call notes
Booked a Saturday consult by text. Son is a football player, self-conscious about his front teeth. BlueCross to verify at the visit. No clinical flags.
Follow-ups
- ○Send Saturday consult reminder (Fri)· 2026-05-22
- ✓Flag front-teeth concern for Dr. Morrison· 2026-05-23
parentstudent-athletebookedreferral