Patient Management & Forms

A well-defined patient financial policy helps set expectations, reduce misunderstandings and support a more efficient practice workflow. This resource offers step-by-step guidance for developing or refining a patient financial policy with confidence.

This is a checklist of required patient and public notifications and disclosures.

This form is designed for internal office use only. It should not be shared with the patient and is intended to provide the practice with a way to document personal information about the patient to help refresh staff members’ minds prior to the patient visiting the practice.

Format and content, patient access to records and requests to amend, disclosure of information, data breach notification, retention and disposal, transferring records in a sale.

Summary of records release rules with customizable sample form. Patients have the right to access their record and can request paper, film or electronic copies.

Includes information on this patient right to restrict disclosure of patient health information to a dental benefit or health care plan and a sample form to use for a patient who requests such a restriction.

Common patient collection considerations while working with dental benefit plans.

Here you’ll find a compiled list of items to help prepare you for the financial consultation and ensure your team is ready to have a knowledgeable conversation.

This is a guide to the rules for communicating via these technologies with patients and other individuals via telephone, cellphone, text message or email.

California eavesdropping law requires an individual give authorization before or when another individual or entity records them speaking in private conversation. This sample consent form is provided in response to increasing interest by dental practices to use artificial intelligence-enabled software to record patients and treatment providers in order to draft notes for the clinical chart.

Sample scripts to help make sure the entire staff is saying the same thing when having financial discussions with patients.

Information regarding the requirements to comply with the No Surprises Act which became effective January 1st, 2022.  The No Surprises Act is an effort to protect individuals and provide transparency related to health care costs. Instructions as well as samples of the required notification and the Good Faith Estimate are included.

Here you’ll find some tips to help prepare your team for financial consultations.