Park Avenue Smile Studio · patient profile
Patient profile
AM
Andre M. · “Andre”
Age 32 · Adult for self · Consult booked · Manhattan office
- Gender
- M
- Date of birth
- 1994-07-19
- Lead source
- Google search
- First contact
- 2026-05-21
- Existing family here
- No
Treatment intent
- Main concern
- Wants his front teeth straighter before his wedding in ~8 months; cares about timeline.
- Category
- Esthetic only
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Motivated by the wedding date; wants to know if Invisalign can finish the front teeth in time.
Household & decision makers
- Primary contact
- Patient
- Patient cell
- (212) 555-0233
- andre.m@email.com
- City
- New York
- ZIP
- 10011
- Mailing address
- 155 W 21st St, Apt 6C, New York, NY 10011
Clinical context
Locked — Lane 2 (PHI)
Requires elevated role.
Clinical context
Lane 2 · staff only · never sent to AI- Referring dentist
- Dr. Cohen, Chelsea Dental Arts
- Dental work completed
- Yes
- Last cleaning
- 2026-05-04
- 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
- Declined
- Has secondary
- No
Primary
- Insured
- Andre M.
- Insured DOB
- 1994-07-19
- Employer
- Self-employed (creative agency)
- Carrier
- None / self-pay
Visit
- Appointment
- 2026-05-23 · 11:00 AM
- Type
- In person consult
- Knows the office
- No
- Paperwork sent
- Yes
- Paperwork returned
- Yes
- Same-day-start expectation set
- Yes
- Est. consult duration
- 60 min
Activity & notes
- Call taken by (AC)
- DP
- Created
- 2026-05-21
- Updated
- 2026-05-25
Call notes
Event-driven (wedding ~8 months out). Self-pay, didn't want insurance checked. Booked Saturday 11:00; map the timeline against the date at the consult.
Follow-ups
- ✓Prep a wedding-timeline treatment estimate· 2026-05-23
- ✓Send flat-rate pricing one-pager· 2026-05-22
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