Home Oral Health New Patient Form Templates for Busy Dental Offices

New Patient Form Templates for Busy Dental Offices

by adminjay

How complete is your on-boarding process for new and prospective patients?  Many people expect to be presented with a sheaf of forms the first time they set foot in a dental office, but if you are constantly presenting returning patients with more paperwork, it can get annoying.   Does your office need to revamp the paperwork to streamline data entry, save patient time, and ensure that your new patients have all the information they need?  Use our library of form templates to onboard patients, present cases, and ensure that everyone has the information they need as they come back to the practice after COVID-19.

New Patient Welcome Kit

Before a patient ever arrives in your office, you should send them a new patient welcome kit.  The goal of this kit is to make sure that new patients are at ease when they come to the office.  Each kit should include:

1) A letter of welcome from the dentist with a bit of information on what to expect at the first appointment.  Include a picture of yourself with your team, and be sure to convey that you’re excited to meet this new patient and help them with their oral health goals.

2) A walk through of their appointment, explaining what will happen at each step in your office. This reduces patient anxiety and ensures a positive first experience with your office.   Include pictures of the office team with masks on and off, and a short introduction like “Denise Jones, Reception.  Denise has 3 kids at the local high school and enjoys gardening and Zumba. Denise will greet you when you enter the office, do a quick COVID-19 screen, take your forms, and let our hygiene team know that you’re here and ready for your appointment.” SEE SAMPLE

3) A handout explaining your COVID-19 safety measures and what is expected of patients to keep everyone safe and healthy. This should include details on your PPE, air filtration, and cleaning protocols, but also should outline when a patient should cancel their appointment. SEE SAMPLE

4) Patient information forms.  These include a general information form, insurance form, HIPPA forms, dental health history, medical health history, and payment policies. SEE SAMPLE

Remember to keep extra copies of the new patient welcome packet and the forms at the front desk, in case you’re either seeing an emergency patient or your patient has forgotten to bring their forms along with them.  If this happens, they’ll see the forms you have on hand as a favor to them (since they forgot to bring their forms along) rather than a chore.

Additional Forms for Existing Patients

Once you’ve seen a patient, you often need extra forms to cover specific situations related to their case.  For instance:

1) Insurance breakdown for a procedure.  Your team fills out the insurance breakdown form when talking to the patient’s dental insurer, but it can be helpful to have it with you during case presentation to explain what their benefits are. Most patients do not understand their dental insurance or how it differs from their health insurance.  Taking the time to explain this can help increase your collections and decrease stress for your patients. SEE SAMPLE

2) Patient education form. This should include a small form for a patient to sign saying that the hygienist explained their expected home-care to them, and a patient copy listing your office’s standard home care instructions for the treatments received.  Make sure to duplicate these instructions on your website, for when patients lose the piece of paper. SEE SAMPLE

3) Teeth whitening waiver.  Teeth whitening is a procedure where patients enter with unusually high expectations and are likely to become unhappy if they’re not met. A good, comprehensive teeth whitening waiver can go a long way towards managing patient expectations for teeth whitening and protecting your team during the process. SEE SAMPLE

4) Treatment and payment plan form.  This form can help a patient understand the stages of a complex treatment, the cost of each stage, and when their payment is due.   If you keep a copy in their file, you can also quickly answer questions during appointments. SEE SAMPLE


Dental care is often confusing and intimidating for your patients.  By using the correct forms at the correct times, and making sure that patients understand what’s happening and are comfortable with what comes next, you can improve patient experience, increase case acceptance, and help all of your patients achieve the smiles they want.

Source link

Related Articles


Fzeapi August 5, 2021 - 6:16 am

purchase cialis in mexico – generic cialis tadalafil 120 tabs cheapest generic cialis online

Hrblpb August 6, 2021 - 4:17 pm

cialis online discount – cialis overnight shipping 5mg tadalafil price

Hlkbcf August 8, 2021 - 11:14 am

buy stromectol usa – ivermectin medication ivermectin 3mg tabs

Czmqde August 9, 2021 - 7:27 pm

casino online real money – online casino real money doubleu casino

Vguozv August 11, 2021 - 10:32 am

ed pill on shark tank – best treatment for erectile dysfunction gnc ed pills

Gnuizr August 12, 2021 - 6:18 pm

prednisone 2.5 tablet – deltasone price buy prednisone online usa

Hykces August 14, 2021 - 4:27 am

sildenafil gel india – sildenafil soft gel buy viagra online fast shipping

Snoidf August 15, 2021 - 10:42 pm

cialis singapore pharmacy – Generic cialis online northwestpharmacy

Fptoth August 17, 2021 - 3:04 pm

stromectol ivermectin tablets – stromectol price uk ivermectin syrup

Xewdly August 19, 2021 - 11:42 am

which erectile dysfunction drug is best – mens erections erectile dysfunction pills

Hrnhtk August 21, 2021 - 11:03 am

order Albuterol – albuterol sulfate inhaler buy ventolin online

Iipjmb August 22, 2021 - 8:43 pm

can you buy cytotec over the counter in south africa – cytotec pills order cytotec vaginally

Zwlvlm August 24, 2021 - 8:47 am

doxycycline otc drug – doxycycline 150 mg tablets can you buy doxycycline

Uabzbk August 25, 2021 - 5:44 pm

neurontin 200 mg – levothyroxine 0.5 mcg levothyroxine purchase online

Rygrwl August 27, 2021 - 6:32 am

viagra online buy – price for sildenafil 100 mg best viagra prices

Qmzibq August 28, 2021 - 5:04 pm

buy cialis india – cialis medication

Fzmlsq August 29, 2021 - 8:02 pm

generic vardenafil 20 mg – cheap generic vardenafil buying vardenafil online

Rpszri August 31, 2021 - 9:57 am

ivermectin where to buy for humans – stromectol where to buy

Cmxnhm September 1, 2021 - 12:22 pm

prednisone 216 – prednisone 59 mg prednisone 500 mg

Ecqyja September 2, 2021 - 4:08 pm

price of accutane without insurance – accutane 40mg accutane online australia

Hjhdud September 3, 2021 - 10:09 pm

generic amoxil – buy amoxicillina noscript amoxil 250

Bviiae September 5, 2021 - 10:04 am

medrol cost – medrol 80 lyrica pills 50 mg

furosemide price walmart September 6, 2021 - 3:36 am

furosemide 20 mg price lasix for sale erone Mer

Wdyybn September 6, 2021 - 2:59 pm

dissertation assistance – essay help pros my childhood essay writing

Xjhxed September 7, 2021 - 8:21 pm

order viagra paypal – Canadain viagra best site to buy viagra online

lasix 500 mg tablet price September 7, 2021 - 11:41 pm

lasix without prescription lasix rx erone Mer

buy lasix online without prescription September 8, 2021 - 11:51 am

furosemide no prescription furosemide tablets 40 mg for sale erone Mer

lasix 40 September 9, 2021 - 2:44 am

furosemide price walgreens buy furosemide online erone Mer

Hmatsi September 9, 2021 - 5:07 am

canadian pharmacy viagra 50 mg – Cialis dosage cialis pricing

buy lasix without prescription September 11, 2021 - 6:01 am

lasix online lasix price at walmart erone Mer

Foujjb September 11, 2021 - 5:12 pm

ivermectin 12 mg – ivermectin price ivermectin 9 mg

Jdqfto September 12, 2021 - 6:58 pm

price of prednisone 5mg – generic prednisone prednisone without rx

Sfzytn September 13, 2021 - 10:24 pm

lasix tablet price – clomiphene online lasix tablets australia

generic ivermectin cream September 14, 2021 - 8:47 am

ivermectin humans cost of ivermectin

Bndkwb September 15, 2021 - 4:08 am

buy ventolin – ventolin generic brand ventolin hfa inhaler

Mpzvaa September 16, 2021 - 9:21 am

cytotec otc – cytotec tablet price in india cytotec buy online

stromectol 3mg September 16, 2021 - 12:48 pm

ivermectin 2ml ivermectin 12 mg

Stsnyr September 17, 2021 - 6:14 pm

doxycycline uk online – methyl prednisolone prednisolone rx cost

purchase ivermectin September 18, 2021 - 10:32 am

ivermectin generic cream ivermectin 3mg tablets

Hkdxio September 19, 2021 - 2:03 am

ivermectin order online – ivermectin coronavirus ivermectin where to buy

ivermectin 2mg September 19, 2021 - 3:05 am

ivermectin 80 mg ivermectin canada

Uerded September 20, 2021 - 6:05 am

buy stromectol europe – order stromectol buy stromectol pills

Tzzljk September 21, 2021 - 10:48 am

sildenafil buy – online sildenafil prescription sildenafil prices

clomid for sale near me September 22, 2021 - 9:03 am

clomid ebay erone Mer

Vavlxd September 22, 2021 - 5:42 pm

best place to buy tadalafil online reviews – viagra vs tadalafil tadalafil pills

clomid 50mg price September 23, 2021 - 1:34 am Reply
Ghocvb September 23, 2021 - 10:30 pm

accutane 30mg – accutane 10mg daily roche accutane

clomid tablet price September 24, 2021 - 4:26 am Reply
Xauola September 25, 2021 - 1:22 am

write essays for me – write me a essay my best friend essay writing


Leave a Comment