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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.

Access to Patient Records and Retention Guidelines

State-specific considerations for access to patient records and retention guidelines

Addressing Medical Emergencies in the Dental Office

Helpful tips and best practices for addressing to medical emergencies in the dental practice

 

Adverse Occurrence Guide

Reporting requirements for a licensee to report adverse occurrences or events.

Age of Consent Reference Guide

Considerations for minors to consent including exceptions for those under the age of consent

Documentation Requirements for Sedation

Documentation requirements for when sedation is administered to patients

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Examination Requirements Reference Guide

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

Health History Guidelines

Best practices and considerations for health history form intake, review, and updates

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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 Reference Guide

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

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

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