Park Avenue Smile Studio · patient profile
Patient profile
PN
Priya N. · “Priya”
Age 29 · Adult for self · No book · Manhattan office
- Gender
- F
- Date of birth
- 1997-01-22
- Lead source
- Organic search
- First contact
- 2026-05-17
- Existing family here
- No
Treatment intent
- Main concern
- Mild crowding; weighing in-office Invisalign against a cheaper mail-order brand.
- Category
- Crowding
- Seen an ortho before
- No
- Transfer patient
- No
- Same-day-start response
- Not ready to book; wants to think about whether the in-office premium is worth it.
Household & decision makers
- Primary contact
- Patient
- Patient cell
- (212) 555-0319
- priya.n@email.com
- City
- New York
- ZIP
- 10024
- Mailing address
- 21 W 86th St, Apt 9D, New York, NY 10024
Clinical context
Locked — Lane 2 (PHI)
Requires elevated role.
Clinical context
Lane 2 · staff only · never sent to AI- Referring dentist
- Dr. Shah, Westside Dental Group
- Dental work completed
- Yes
- Last cleaning
- 2026-03-25
- 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
- Not started
- Has secondary
- No
Visit
- Type
- Virtual consult
- Knows the office
- No
- Paperwork sent
- No
- Paperwork returned
- No
- Same-day-start expectation set
- No
- Est. consult duration
- 30–45 min virtual
Activity & notes
- Call taken by (AC)
- DP
- Created
- 2026-05-17
- Updated
- 2026-05-24
Call notes
Price-shopping against DTC aligners. Sent the honest in-office-vs-mail-order comparison, no pressure. Good candidate for a value-focused recovery sequence.
Follow-ups
- ✓Run DTC-comparison recovery sequence· 2026-05-25
- ○Check back with a candidacy-quiz nudge in 2 weeks· 2026-06-07
adultdtc-comparisonno-book