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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

Adverse Occurrence Guide

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

Anti-SLAPP Reference Guide

Overview of governing Anti-SLAPP Statutes known as Strategic Lawsuits Against Public Participation. 

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Buying a Practice

Addresses risk management considerations and areas of importance when purchasing a practice. 

Cyber Event Checklist

A proactive approach to responding to a cyberattack or data breach incident

Cyber Liability Guide

An overview of cyber risks and targets, data breach and cyberattacks, investigations, preparation and prevention

Health History Guidelines

Best practices and considerations for intake, review, and updates to health history forms.

Hiring or Becoming an Associate

Suggestions and best practices for taking on an associate or becoming an associate

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Leasing Commercial Property

Loss-prevention and loss-control tool to assist dentists who are leasing office space

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Explore More Resources

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