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Sample Forms

We’re here to make record keeping easier and more efficient so you can better protect your practice. View, download and customize the right resources for your state. Find sample forms and letters to support documentation, employment, general liability and patient care.

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)

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

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