Mountain West Orthodontic Group · patient profile
Patient profile
IG
Ivy G. · “Ivy”
Age 9 · Phase 1 · New lead · Eagle office
- Gender
- F
- Date of birth
- 2017-03-08
- Lead source
- Google Business Profile
- First contact
- 2026-05-12
- Existing family here
- No
Treatment intent
- Main concern
- Mom noticed early lower-arch crowding; prefers to wait and watch rather than start now.
- Category
- Crowding
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Comfortable with a free baseline look at the Eagle office, then tracking it.
Household & decision makers
- Primary contact
- Mom
- Who brings patient
- Mom
- Mom
- Sophia G. · (208) 555-0247
- Dad
- Brett G. · (208) 555-0248
- sophia.g@email.com
- City
- Eagle
- ZIP
- 83616
- Mailing address
- 640 E State St, Eagle, ID 83616
- 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- Referring dentist
- Dr. Whitaker, Eagle Hills Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-04-28
- Clinical flags
- mild lower crowding, monitor
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
- Records
- Knows the office
- Yes
- Paperwork sent
- No
- Paperwork returned
- No
- Same-day-start expectation set
- No
- Est. consult duration
- 20 min growth check
Activity & notes
- Call taken by (AC)
- TC
- Created
- 2026-05-12
- Updated
- 2026-05-19
Call notes
Self-directed wait-and-watch parent. Baseline look done at Eagle; added to watch list. Reach out when eruption progresses.
Follow-ups
- ✓Set 9-month growth-check reminder· 2027-02-19
- ✓Send watch-program explainer· 2026-05-20
parentwatch-listearly-evaleagle