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Reference Guides

In addition to sample forms, timely articles and analysts’ guidance, benefit from deep-dive guides on dentistry-specific topics. Search our comprehensive Risk Management Reference Guide or download just the right resource for your situation.

Acknowledgment of Surveillance Camera Installation

Notice, acknowledgement/release and policy to inform patients and staff that surveillance cameras are in use

Authorization for Caretaker to Accompany a Minor

Sample authorization for a non-legal guardian to accompany a minor patient to dental appointments

Authorization for Release of Dental Records

Form for a patient to authorize release of records to another dentist, physician or authorized representative

CBCT Scan Form Set

Full set of CBCT sample forms, including informed consent, refusal, referral and notice of non-read scan

Consent to Disclose Personal Health Information (PHI)

Form and recommendations for obtaining consent to disclose patient health information to a third party.

Consultation for Dental Treatment

Form for a mutual patient’s physician to confirm medical condition, diagnosis and/or fitness for treatment

Dental History

Form for capturing a patient’s at-home oral hygiene, dental concerns and treatment history

Diagnostic X-rays Required Letter

Sample letter to inform and educate a patient of necessary X-rays to continue dental treatment

Dispensing Products Acknowledgment

Form to document products that are dispensed to a patient (does not apply to medications)

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Access a dentistry-focused risk management articles, guides, sample letters, informed consent forms and more.