Forms & Resources

Patient & Staff Forms

Every patient form can be filled out online or printed as a blank PDF. Submissions are saved to your chart automatically.

Patient Forms

Choose to fill out online (recommended — auto-saves as you go, signed electronically) or print a blank PDF to fill out by hand.

New Patient Registration

Complete this form before your first visit to save time at check-in. Takes about 8 minutes.

Medical History Update

For returning patients — quick update on changes to your medical history, medications, or allergies since your last visit.

Informed Consent for Dental Treatment

Informed consent for dental procedures. Adapts based on your treatment (extraction, root canal, crown, implant, sedation, etc.).

HIPAA Notice of Privacy Practices Acknowledgement

Acknowledge our Notice of Privacy Practices and set how we may contact you about your care.

Financial Agreement & Treatment Plan Acceptance

Treatment plan acceptance + financial responsibility. Signed when treatment is planned.

Authorization to Release Patient Records

Authorize the release of your dental records to or from another provider, attorney, or insurance company.

Photo & Marketing Release

Optional. Authorizes use of your photos or testimonial for practice marketing. Granular per-channel opt-in.

Consent for Treatment of a Minor

For patients under 18. Parent or legal guardian authorizes dental care and sets parental-presence preferences.

Need help with a form?

Call us at (619) 265-2262 or reach out through our contact page.