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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

Anti-SLAPP Reference Guide

An overview of governing Anti-SLAPP statutes (Strategic Lawsuits Against Public Participation) 

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Buying a Practice

Risk management considerations and areas of importance when purchasing a dental practice

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Cybersecurity Action Plan

Proactive tools and resources to address and respond to cybersecurity incidents

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Cybersecurity Reference Guide

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

Documentation Requirements for Sedation

Documentation requirements for when sedation is administered to patients

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

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