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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.

Case Completion and Esthetic Approval

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

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.

Emergency Phone Screening to Determine Appointment Immediacy

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

Esthetic Approval

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

Failed Appointments Sample Letter

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

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