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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.

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)

Emergency Phone Screening to Determine Appointment Immediacy

Form to facilitate patient screening by phone and determine immediacy, appointment need or emergency care

Esthetic Approval and Case Completion (Dentures and Partials)

Form for esthetic approval of dentures or partials and permission to proceed with their completion

Failed Appointments Letter

Sample letter to a patient who continues to miss dental appointments to address needs and consequences

Follow Up for Biopsy Letter

Sample letter to a patient about referral for evaluation and/or biopsy of a suspicious area or lesion

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