Bright Smiles Orthodontics · patient profile
Patient profile
RB
Rachel B. · “Rachel”
Age 34 · Adult for self · No book · Centerville office
- Gender
- F
- Date of birth
- 1992-01-30
- Lead source
- First contact
- 2026-05-19
- Existing family here
- No
Treatment intent
- Main concern
- Wants a straighter smile discreetly, interested in Invisalign for herself.
- Category
- Esthetic only
- Seen an ortho before
- Yes
- Prior ortho (who/when)
- Had braces as a teen (~2006); some relapse since.
- They recommended treatment
- No
- Transfer patient
- No
- Same-day-start response
- Interested but wants to talk it over with her husband first.
Household & decision makers
- Primary contact
- Patient
- Patient cell
- (937) 555-0392
- rachel.b@email.com
- City
- Centerville
- ZIP
- 45419
- Mailing address
- 1140 Far Hills Ave, Centerville, OH 45419
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
- 2026-05-01
- 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
- Yes
Primary
- Insured
- Rachel B.
- Insured DOB
- 1992-01-30
- SSN
- •••-••-3092 · encrypted at rest, held in the PMS
- Employer
- Sinclair Community College
- Carrier
- Cigna Dental
- Carrier phone
- (800) 555-0188
- Member ID
- CG-30920114
- Group #
- GRP-2210
Secondary
- Insured
- Daniel B.
- Carrier
- Aetna
- Member ID
- AET-77410220
- Group #
- GRP-8800
Visit
- Appointment
- 2026-05-23 · 6:00 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
- 2026-05-19
- Updated
- 2026-05-26
Call notes
Adult Invisalign for herself. Loves the plan; spouse is the holdout on spend. Sent cost + timeline summary for them to review together.
Follow-ups
- ✓Send couple-friendly cost + timeline one-pager· 2026-05-27
- ✓Spouse-objection recovery sequence· 2026-05-27
adultspouse-objectionconsult-heldno-book