Mountain West Orthodontic Group · patient profile

Patient profile

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Natalie F. · “Natalie”

Age 38 · Adult for self · Consult booked · Boise office

Gender
F
Date of birth
1988-06-14
Lead source
Google search
First contact
2026-05-24
Existing family here
No

Treatment intent

Main concern
Wants clear aligners for herself; mostly cares about which of the three offices is closest.
Category
Esthetic only
Seen an ortho before
No
Transfer patient
No
Same-day-start response
Booked once she knew Boise was closest; convenience drove the decision.

Household & decision makers

Primary contact
Patient
Patient cell
(208) 555-0429
Email
natalie.f@email.com
City
Boise
ZIP
83702
Mailing address
915 W Jefferson St, Boise, ID 83702

Clinical context

Locked — Lane 2 (PHI)

Requires elevated role.

Clinical context

Lane 2 · staff only · never sent to AI
Referring dentist
Dr. Bingham, Downtown Boise Dental
Dental work completed
Yes
Last cleaning
2026-04-22
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
No

Primary

Insured
Natalie F.
Insured DOB
1988-06-14
SSN
•••-••-0429 · encrypted at rest, held in the PMS
Employer
St. Luke's Health System
Carrier
Regence BlueShield of Idaho
Carrier phone
(800) 555-0199
Member ID
RGB-04290188
Group #
GRP-4040

Visit

Appointment
2026-05-27 · 3:30 PM
Type
In person consult
Knows the office
No
Paperwork sent
Yes
Paperwork returned
No
Same-day-start expectation set
Yes
Est. consult duration
60 min

Activity & notes

Call taken by (AC)
JW
Created
2026-05-24
Updated
2026-05-26

Call notes

Adult self-pay-curious aligner lead. Confirmed Boise is closest of the three offices and booked Wednesday 3:30. Verify benefits and send directions.

Follow-ups

  • ○Verify Regence ortho benefit· 2026-05-27
  • ✓Send directions + parking for the Boise office· 2026-05-26
adultboiseconsult-booked