Mountain West Orthodontic Group · patient profile
Patient profile
JH
Jack H. · “Jack”
Age 8 · Phase 1 · New lead · Meridian office
- Gender
- M
- Date of birth
- 2018-04-11
- Lead source
- Referred by dentist
- First contact
- 2026-05-15
- Existing family here
- No
Treatment intent
- Main concern
- Dentist flagged a developing bite; likely too early to treat, monitor growth for now.
- Category
- Phase 1 eval
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Family on board with the no-cost watch program until the timing's right.
Household & decision makers
- Primary contact
- Dad
- Who brings patient
- Both
- Mom
- Megan H. · (208) 555-0152
- Dad
- Tyler H. · (208) 555-0151
- tyler.h@email.com
- City
- Meridian
- ZIP
- 83646
- Mailing address
- 1820 N Linder Rd, Meridian, ID 83646
- 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. Sorensen, Meridian Family Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-05-10
- Clinical flags
- developing crossbite, 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)
- JW
- Created
- 2026-05-15
- Updated
- 2026-05-20
Call notes
Dentist referral for an 8-year-old. Too early to treat; placed on the 12-month watch cadence at the Meridian office. No cost until ready.
Follow-ups
- ✓Set 12-month growth-check reminder· 2027-05-20
- ✓Send the watch-program explainer to parents· 2026-05-21
parentwatch-listearly-evalmeridian