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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.

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Cybersecurity Action Plan

Proactive tools and resources to address and respond to cybersecurity incidents

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Examination Requirements Reference Guide

State-specific regulations on examination requirements prior to staff performing procedures on patients.

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Informed Refusal Considerations

An overview of recommendations and considerations when patients refuse proposed dental treatment.

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Orthodontic Treatment Findings and Proposal Form

Considerations for treatment planning and documentation guidelines when performing orthodontic treatment.

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Orthodontic Treatment Findings and Proposal Reference Guide

Considerations for treatment planning and documentation guidelines when performing orthodontic treatment.

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Patient Record Essentials Guide

Documentation guidelines and recordkeeping best practices to ensure accurate and compliant management of patient...

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

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