Bright Smiles Orthodontics · patient profile
Patient profile
BR
Brooke R. · “Brooke”
Age 12 · Tween · Converted · Centerville office
- Gender
- F
- Date of birth
- 2014-04-03
- Lead source
- Google search
- First contact
- 2026-05-05
- Existing family here
- Yes
Treatment intent
- Main concern
- Crowding and a deep bite; mom was ready to start and wanted the financing options.
- Category
- Crowding
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Ready to go at the consult; started treatment the same week.
Household & decision makers
- Primary contact
- Mom
- Who brings patient
- Mom
- Mom
- Olivia R. · (937) 555-0610
- Dad
- Greg R. · (937) 555-0611
- olivia.r@email.com
- City
- Centerville
- ZIP
- 45459
- Mailing address
- 615 Whipp Rd, Centerville, OH 45459
- Parents same address
- Yes
- Both parents attending
- Yes
Clinical context
Locked — Lane 2 (PHI)
Requires elevated role.
Clinical context
Lane 2 · staff only · never sent to AI- Referring dentist
- Dr. Okafor, Far Hills Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-04-20
- Clinical flags
- deep bite, monitoring
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
- Olivia R.
- Insured DOB
- 1986-09-17
- SSN
- •••-••-6610 · encrypted at rest, held in the PMS
- Employer
- Montgomery County Schools
- Carrier
- Anthem Blue Cross Blue Shield
- Carrier phone
- (800) 555-0155
- Member ID
- BCBS-66100143
- Group #
- GRP-2090
Visit
- Appointment
- 2026-05-08 · 3:00 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
- 2026-05-05
- Updated
- 2026-05-15
Call notes
Existing family at the practice (older sibling treated here). Mom decisive, started braces May 15. Now in active treatment; routine adjustments on the calendar.
Follow-ups
- ○Schedule first adjustment (6 weeks)· 2026-06-26
- ✓Send braces-care welcome kit· 2026-05-16
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