Park Avenue Smile Studio · patient profile
Patient profile
VS
Victoria S. · “Victoria”
Age 36 · Adult for self · Consult booked · Manhattan office
- Gender
- F
- Date of birth
- 1990-02-08
- Lead source
- Meta ad
- First contact
- 2026-05-23
- Existing family here
- No
Treatment intent
- Main concern
- Wants discreet Invisalign that works around a demanding work schedule; minimal daytime visits.
- Category
- Esthetic only
- Seen an ortho before
- Yes
- Prior ortho (who/when)
- Braces as a teen (~2004); front teeth have shifted since.
- They recommended treatment
- No
- Transfer patient
- No
- Same-day-start response
- Booked a 7:30 AM virtual consult; convenience is the whole decision for her.
Household & decision makers
- Primary contact
- Patient
- Patient cell
- (212) 555-0142
- victoria.s@email.com
- City
- New York
- ZIP
- 10075
- Mailing address
- 330 E 79th St, Apt 14B, New York, NY 10075
Clinical context
Locked — Lane 2 (PHI)
Requires elevated role.
Clinical context
Lane 2 · staff only · never sent to AI- Referring dentist
- Dr. Lieberman, Upper East Side Dental
- Dental work completed
- Yes
- Last cleaning
- 2026-04-09
- Clinical flags
- None on file
Insurance
Locked — Lane 2 (PHI)
Requires elevated role.
Insurance
Lane 2 · staff only · never sent to AI- Wants verification
- Yes
- Verification status
- In progress
- Has secondary
- No
Primary
- Insured
- Victoria S.
- Insured DOB
- 1990-02-08
- SSN
- •••-••-0142 · encrypted at rest, held in the PMS
- Employer
- Goldman Sachs
- Carrier
- Cigna Dental
- Carrier phone
- (800) 555-0188
- Member ID
- CG-01420255
- Group #
- GRP-9010
Visit
- Appointment
- 2026-05-28 · 7:30 AM
- Type
- Virtual consult
- Knows the office
- Yes
- Paperwork sent
- Yes
- Paperwork returned
- No
- Same-day-start expectation set
- No
- Est. consult duration
- 30–45 min virtual
Activity & notes
- Call taken by (AC)
- DP
- Created
- 2026-05-23
- Updated
- 2026-05-26
Call notes
Busy professional, hard no on daytime chair time. Sold on virtual check-ins and early slots. Booked 7:30 AM virtual; send the join link the night before.
Follow-ups
- ○Send virtual-consult link the night before· 2026-05-27
- ○Verify Cigna ortho benefit· 2026-05-27
adultprofessionalconvenience-drivenad-variant-source