Bright Smiles Orthodontics · patient profile

Patient profile

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Maddie P. · “Maddie”

Age 12 · Tween · Consult booked · Centerville office

Gender
F
Date of birth
2014-08-15
Lead source
Facebook ad
First contact
2026-05-23
Existing family here
No

Treatment intent

Main concern
Crowding and a gap up top; dad wants the full plan and cost.
Category
Spacing
Seen an ortho before
No
Transfer patient
No
Same-day-start response
Interested; first consult slipped due to a work conflict, rebooked without friction.

Household & decision makers

Primary contact
Dad
Who brings patient
Dad
Mom
Beth P. · (937) 555-0726
Dad
Noah P. · (937) 555-0725
Email
noah.p@email.com
City
Centerville
ZIP
45458
Mailing address
47 Yankee Trace Dr, 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
2026-03-12
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
On file
Has secondary
No

Primary

Insured
Noah P.
Insured DOB
1983-03-28
SSN
•••-••-7250 · encrypted at rest, held in the PMS
Employer
LexisNexis
Carrier
Delta Dental
Carrier phone
(800) 555-0100
Member ID
DD-72500166
Group #
GRP-5520

Visit

Appointment
2026-05-28 · 4:00 PM
Type
In person consult
Knows the office
Yes
Paperwork sent
Yes
Paperwork returned
No
Same-day-start expectation set
No
Est. consult duration
60–90 min

Activity & notes

Call taken by (AC)
RB
Created
2026-05-23
Updated
2026-05-27

Call notes

No-showed the first consult (work came up). AI re-engaged same day and rebooked Thursday 4:00. Send an easy reminder the day before.

Follow-ups

  • ✓Send Thursday reminder + easy reschedule link· 2026-05-27
  • ○Call if no confirm by Wednesday· 2026-05-27
parentno-showrebooked