- Subject: Re: Invisalign case for [patient] (patient name redacted)
- Dates: May 12, 2015 (initial request & replies); May 14, 2015 5:29 PM (latest)
- From (latest): [Treating dentist / sender]
- To (latest): [School contact]
- CC: [redacted]

Key points / timeline:
- May 12, 2:08 PM — [School contact] (Columbia Dental School) requests transfer of a patient's Invisalign case to the recipient’s office; notes patient understands possible different/higher fees and is currently a patient of another office.
- May 12, 3:53 PM — [Treating dentist] agrees to speak with the other doctor, explains the school must fill out a transfer case form, dentist will complete their portion and send to Invisalign.
- May 12, 4:14 PM — [School contact] thanks dentist and will ask for the form at school.
- May 14, 5:29 PM — [Treating dentist] follows up asking if the case transfer form was obtained; requests that a named contact call office staff (Alicia) to discuss the office taking over the case and the fee.

Other entities referenced:
- Invisalign (case transfer process)
- Columbia Dental School (requesting party)
- Office staff contact for coordination (Alicia)
- Other treating office / doctor (mentioned as current care provider)

Signature on messages: Dr. S., DDS (office sender)

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