Bright Smiles Orthodontics · patient profile
Patient profile
MM
Maya M. · “Maya”
Age 11 · Tween · No book · Centerville office
- Gender
- F
- Date of birth
- 2015-03-14
- Lead source
- Google search
- First contact
- 2026-05-20
- Existing family here
- No
Treatment intent
- Main concern
- Crowding on her top teeth, wants options and cost.
- Category
- Crowding
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Open to it, but wants to compare cost against a chain quote first.
Household & decision makers
- Primary contact
- Mom
- Who brings patient
- Mom
- Mom
- Sarah M. · (937) 555-0148
- Dad
- Greg M. · (937) 555-0149
- sarah.m@email.com
- City
- Centerville
- ZIP
- 45459
- Mailing address
- 412 Maple Ave, Centerville, OH 45459
- Parents same address
- Yes
- Both parents attending
- No
- Attendance notes
- Dad works days; mom attended the consult solo.
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
- 2026-04-02
- 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
- Sarah M.
- Insured DOB
- 1988-07-22
- SSN
- •••-••-1234 · encrypted at rest, held in the PMS
- Employer
- Kettering Health
- Carrier
- Delta Dental
- Carrier phone
- (800) 555-0100
- Member ID
- DD-88241007
- Group #
- GRP-4471
Visit
- Appointment
- 2026-05-22 · 5:00 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
- 2026-05-20
- Updated
- 2026-05-26
Call notes
Mom focused on cost vs. a corporate-chain quote. Maya is a strong candidate. No clinical concerns. Follow up with a financing breakdown.
Follow-ups
- ○Send itemized financing options· 2026-05-27
- ✓Run cost-objection recovery sequence· 2026-05-27
parentcost-objectionconsult-heldno-book