Park Avenue Smile Studio · patient profile
Patient profile
MD
Marcus D. · “Marcus”
Age 41 · Adult for self · Converted · Manhattan office
- Gender
- M
- Date of birth
- 1985-05-30
- Lead source
- Referred by a current patient
- First contact
- 2026-05-02
- Existing family here
- No
Treatment intent
- Main concern
- Crowding and an old retainer he stopped wearing; wanted a discreet adult option.
- Category
- Crowding
- Seen an ortho before
- Yes
- Prior ortho (who/when)
- Braces in his teens; relapse after he stopped wearing his retainer.
- They recommended treatment
- No
- Transfer patient
- No
- Same-day-start response
- Came in warm off the referral; said yes at the consult and started the same week.
Household & decision makers
- Primary contact
- Patient
- Patient cell
- (212) 555-0404
- marcus.d@email.com
- City
- New York
- ZIP
- 10016
- Mailing address
- 402 Park Ave S, Apt 22A, New York, NY 10016
Clinical context
Locked — Lane 2 (PHI)
Requires elevated role.
Clinical context
Lane 2 · staff only · never sent to AI- Referring dentist
- Dr. Feldman, Midtown Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-04-15
- Clinical flags
- history of retainer non-compliance
Insurance
Locked — Lane 2 (PHI)
Requires elevated role.
Insurance
Lane 2 · staff only · never sent to AI- Wants verification
- Yes
- Verification status
- Verified
- Has secondary
- No
Primary
- Insured
- Marcus D.
- Insured DOB
- 1985-05-30
- SSN
- •••-••-0404 · encrypted at rest, held in the PMS
- Employer
- Morgan Stanley
- Carrier
- Aetna
- Carrier phone
- (800) 555-0177
- Member ID
- AET-04040311
- Group #
- GRP-7740
Visit
- Appointment
- 2026-05-06 · 2:00 PM
- Type
- In person consult
- Knows the office
- Yes
- 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
- 2026-05-02
- Updated
- 2026-05-12
Call notes
Referral from an existing patient; high-intent. Started Invisalign May 12. Now in active treatment; emphasize retainer compliance given his history.
Follow-ups
- ✓Send referral thank-you + $100 credit to referrer· 2026-05-13
- ○Schedule first tray-progress check· 2026-06-09
adultreferralclosed-won