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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.

Authorization for Agent to Consent to Dental Treatment of a Minor

Sample care authorization for an adult to whom care of a minor has been entrusted.

Authorization for Care-taker to Accompany a Minor

Sample form to authorize a non-legal guardian to accompany a minor patient to dental appointments.

Caregiver's Authorization Affidavit

Form for a caregiver to authorize a minor’s enrollment in school-related or other medical care. 

Case Completion and Esthetic Approval

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

CBCT Scan Forms

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

Consultation for Dental Treatment

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

Dental History Form

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

Diagnostic X-rays Are Required Letter

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

Dispensing Products Acknowledgment form

Sample acknowledgment form to document products dispensed to a patient. Does not apply to medications.

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