Mountain West Orthodontic Group · patient profile
Patient profile
CC
Cole C. · “Cole”
Age 13 · Teen · New lead · Boise office
- Gender
- M
- Date of birth
- 2013-09-02
- Lead source
- Meta ad
- First contact
- 2026-05-27
- Existing family here
- No
Treatment intent
- Main concern
- Dad saw the ad and is looking into braces for his 13-year-old; early in the process.
- Category
- Unknown
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Asked what days are open; AI offered Tuesday/Thursday, awaiting his pick.
Household & decision makers
- Primary contact
- Dad
- Who brings patient
- Dad
- Mom
- Lacey C. · (208) 555-0339
- Dad
- Brandon C. · (208) 555-0338
- brandon.c@email.com
- City
- Boise
- ZIP
- 83705
- Mailing address
- 2475 S Vista Ave, Boise, ID 83705
- 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- Dental work completed
- Yes
- Clinical flags
- None on file
Insurance
Locked — Lane 2 (PHI)
Requires elevated role.
Insurance
Lane 2 · staff only · never sent to AI- Wants verification
- No
- Verification status
- Not started
- Has secondary
- No
Visit
- Type
- In person consult
- Knows the office
- No
- Paperwork sent
- No
- Paperwork returned
- No
- Same-day-start expectation set
- No
- Est. consult duration
- 60–90 min
Activity & notes
- Call taken by (AC)
- TC
- Created
- 2026-05-27
- Updated
- 2026-05-27
Call notes
Brand-new Meta lead, Boise-targeted. Source + location tagged; still needs a consult booked. AI offered Tue/Thu, waiting on his reply.
Follow-ups
- ○Follow up to lock a consult day· 2026-05-28
- ✓Confirm Boise as the preferred location· 2026-05-28
parentteenboisetags-scenariountagged-source