Before you open your dental practice (or purchase a dental practice), you must have detailed office procedures in place.
There are a variety of practice and patient forms you need to include in your office procedures manual along with an explanation of how the forms should be used and handled upon completion.
Possible forms include:
  • Record release form
  • Confidential health records fax cover letter
  • Insurance information
  • Insurance assignment, information release, and payment agreement
  • Notice to insurance patients
  • Insurance patient financial liability acknowledgement form
  • Injury and insurance information
  • Medicare explanation form
  • Health insurance claim form
  • Authorization to release records
  • Case history
  • New problem/re-evaluation form
  • Patient registration form
  • Progress reports
  • Daily summary sheet
  • Patient survey
  • Office fee schedule
  • Lab request slips
  • X-ray request
  • Diagnosis diagrams
  • Patient treatment verification