19 Dental Forms for a Better Dental Patient Experience

Every dental practice aims to provide a seamless experience to patients. From registration right through to treatment, the patient experience is what keeps people coming back. So, how do you ensure everything runs smoothly?

With comprehensive dental forms, that’s how.

For a complete, secure, and easy way to streamline practice management, check out our top 19 online dental form templates. These forms are perfect for handling anything from a routine dental check-up to efficiently filing an insurance claim afterward—as well as everything in between. 

Take your dentistry practice to the next level with customizable medical form templates available from 123FormBuilder. Offering excellent, organized dental services has never been easier. 

 

1. Dental Assessment Form

Who needs this? 

Every dental office needs a dental assessment form to collect important patient information. The form is usually completed by a dentist or dental assistant during a dental check-up.

What’s it for? 

This dental assessment form collects patient dental information to help you provide specific and personalized care for everyone who comes through your office. This includes personal details and information on a patient’s oral health, such as teeth, tongue, and gum health.  

Key benefits:

• Paper-free: you’ll be assessing people on a regular basis—these online forms help you cut down on paper and lessen your dental office’s environmental footprint.
• 100% secure: patient information and assessments are confidential and it’s important to make sure you’re compliant with security and safety standards.
• Fully customizable: the drag and drop form builder allows for personalized care in every appointment.

2. Dental Assistant Evaluation Form

Who needs this? 

Dental supervisors who need to assess the work of their dental assistants will benefit from this evaluation form. Keeping track of your dental assistants is necessary to understand how to improve your staff and the care you offer in your practice. 

What’s it for? 

This form is used to quickly assess and keep track of student and dental assistant work. It tracks everything from hours worked to competence and attitude, complete with an e-signature box for the externship supervisor.

Key benefits:

•  Fully customizable: use the no-code drag and drop tool to organize your assistant evaluations. 
•  Paper-free: keep all of your information easily accessible and efficiently organized in one easy place whilst also reducing your practice’s environmental footprint. 
• System integration: easily share assessment information with multiple parties and departments using 123FormBuilder’s integration capabilities. 

3. Dental Claim Form

Who needs this? 

A dental claim form is useful for any dental office that works with insurance companies. Keeping all of the information organized and clear is important when filing claims with varying insurance companies, especially when it comes to ensuring compensation for procedures performed. 

What’s it for? 

This form is used to file a claim following treatment of a patient with health insurance. It details the treatment provided during the patient visit to request compensation for the services.

It includes the type of transaction, the dental benefit plan information, patient information, and a record of services provided. 

Key benefits:

• Email notifications: send a copy of every submission to patients in real-time and easily keep everyone up to date on the proceedings. 
• Digitize your practice: reduce errors and paper waste as you effectively organize your office and take your dental office online.  
• 100% secure: each dental claim form submission goes to a secure database to ensure all information is properly protected.  

4. Dental Clearance Form

Who needs this? 

This form is for dentists who need to communicate with another physician about a patient’s medical status. It’s a key form for dental practices, and ensures effective communication between medical professionals. 

What’s it for? 

This dental clearance form is used by a dentist to indicate if the patient is suitable for dental procedures. It validates a medical treatment as safe for the patient based on their current health. 

Key benefits:

•  Fully customizable: a customizable template allows you to easily add relevant sections or remove non-essential questions to obtain the information necessary for your practice. 
• Secure and private: security and privacy are essential when communicating patient information. Online forms make sure all information is confidential, and the HIPAA form builder ensures you’re protected under HIPAA regulations.
• Automated notifications: increase productivity and save time by notifying relevant parties upon form completion.  

5. Dental Enrollment Form

Who needs this? 

An enrollment form is important for dental offices to keep track of their employee’s insurance details.

What’s it for? 

This form helps you quickly collect employee data in order to enroll them in the right dental healthcare plan. It includes information about the employee and their dependents complete with an employee signature box. 

Key benefits:

• Automated email notifications: notify all important parties when the form is completed and send them an automatically-generated PDF copy of their submission too.
• Integrate with existing processes: ensure all patient data is easily accessible by integrating your online forms with your existing workflow.
• Conditional logic: use dynamic forms that adapt to previous answers to ensure your staff is only shown questions relevant to them.

6. Dental Estimate Form

Who needs this? 

This is a helpful form for dental offices that offer dental procedures to patients. This dental estimate form allows patients to gain an accurate picture of their future treatment and to plan ahead. 

What’s it for? 

This dental estimate form provides dental patients with an online tool to request an estimate regarding their upcoming dental treatment. It includes upload boxes for photos and space for additional comments on the treatment. 

Key benefits:

• Improve productivity: provide fast and convenient information to your patients and minimize unnecessary time spent filing paperwork. 
• Fully customizable: easily add or remove sections to gather the data you need, no coding required. 
• Paper-free: digitize your form completion and submission for a more sustainable practice.

7. Dental Examination Form 

Who needs this? 

This dental examination form is an essential document for dental practices needing to communicate patient and check-up details with a third party. For example, this form could be used when sharing details with parents on a minor’s dental check-up.

What’s it for? 

This form keeps track of the examination date, the examination status, and any further recommendations for the patient. It also includes an e-signature box for the dentist to easily sign on the go without the need for any printing of paper. 

Key benefits:

• Automated email notification: inform the relevant parties that the form has been completed with automated email notifications.
•  Key integration capabilities: easily save and store student evaluations in your existing tools (project management, email marketing, etc.)
•  Easy to use: set up your forms to work for you and simplify the process of collecting information. 

8. Dental Implant Consent Form

Who needs this? 

Dental practitioners who work with implant procedures in their offices need this form to remain compliant with dental regulations. 

 

What’s it for? 

This consent form is used to document your patient’s consent and authorize an implant procedure. This form is used to help your patient make informed decisions about the surgery by sharing the common risks of the process. 

 

Key benefits:

• Fully customizable: personalize this template to include sections for all necessary data and to include your company’s information. 
• Upload field: include any key images that help communicate the procedure with patients.
• Key integration capabilities: efficiently store and manage patient consent forms in your existing patient management platform.

9. Dental Insurance Breakdown Form

Who needs this? 

Dental insurance breakdown forms are used in dental practices and hospitals to gather information on a patient’s insurance policy. It helps to keep your office organized with a handy breakdown of insurance claim invoices.    

What’s it for? 

This form gathers information on a patient’s insurance policy. It includes individual patient information, details about the dental condition that the patient was treated for, an invoice reference, terms of service, and an online signature box. 

Key benefits:

• • Easy to access and to use: keep your practice efficient with these straightforward, customizable forms for complex processes. 

• Conditional logic: ask patients relevant questions with dynamic forms that adapt to previous patient responses. 

• Paper-free: for a more sustainable, organized, and efficient practice. 

10. Dental Insurance Form

Who needs this? 

An informative and comprehensive dental insurance form is essential for every dental clinic. Keep all of your patient’s insurance and treatment information together and organized in one easy to use form. 

What’s it for? 

This dental insurance form details the dental benefit plan information, including the policyholder’s information, the patient details, a record of the services provided, the treating dentist information, authorization, and the billing dentist. 

Key benefits:

• Quick and easy: don’t overwhelm patients with a complicated stack of forms attached to a clipboard—have them fill all forms out online.  
• Secure and private: keep all patient information safe, secure, and confidential. 
• Automated email notifications: alert multiple departments when the form is submitted to speed up the entire process. 

11. Dental Insurance Verification Form 

Who needs this? 

An insurance verification form is essential for every dental practice and will be used almost daily. It’s used by dental receptionists to verify a patient’s insurance.

What’s it for?

This verification form is used by a dental care facility to get a full overview of a patient’s insurance and what exactly it covers. It includes patient personal information, dental history and assessment, and space for additional comments. 

Key benefits:

• Fully customizable: match your forms to the needs of your practice with the easy drag and drop form builder. 
• No human error: paper forms can easily be lost or misplaced. Keep control over all of your patient information and keep it neatly organized online.
• HIPAA compliance: ensure your forms are HIPAA compliant with 123FormBuilder’s enterprise plans for healthcare services.

12. Dental Procedure Medical History Form

Who needs this? 

Keeping an accurate record of a patient’s medical history and procedures is crucial in providing excellent care at your dental office. It ensures you’ve got all the information you need to provide patient-specific care.

What’s it for? 

This dental procedure medical history form is used to collect information on a patient’s condition and medical history. Track previous conditions, allergies, and general health information. 

 

Key benefits:

• Digital organization: keep all of your patient’s medical history organized and easily retrievable for a more comprehensive understanding of their experiences. 
• Upload feature: include any key documents or images to ensure you’ve got the full picture when it comes to a patient’s dental medical history.
• Easy to use: give your new patients a good impression with a hassle-free online form that they can complete before they arrive at the office.

13. Dental Records Release Form

Who needs this? 

A dental records release form is used by dentists, dental nurses, and other dental healthcare providers. It allows your practice to stay compliant and up-to-date when handling sensitive patient information. 

What’s it for? 

This form is used to disclose certain dental records with the patient’s consent. It ensures no confidential information is shared without the patient’s written consent.  

This form includes patient information, patient authorization, and an e-signature box to ensure the patient and the dental office are on the same page and following the correct processes. 

Key benefits:

• Thank you page: build trust by thanking patients for disclosing private information with your practice.
• Paper free: take away the risk of human error and help the environment at the same time.
• Automated email notifications: ensure that all necessary healthcare providers are alerted when the patient’s records are disclosed. 

14. Dental Referral Form

Who needs this? 

A referral form is important for dental practitioners to have on hand. It ensures efficient communication between medical professionals. 

What’s it for? 

A dental referral form allows dental professionals to refer their patients to other specialized dental practitioners in order to treat more complex dental issues. This form includes sections for relevant history and the reason for referral. 

Key benefits:

• Upload field: ensure all important information is included in your referral, such as X-rays and medical records. 
• Integration capabilities: quickly and easily send referral forms to the medical professionals who need to access them.
• Safe and secure: use this online referral form to securely email medical-dental referrals. 

15. Dental Reimbursement Form

Who needs this? 

A simple dental reimbursement form is useful for HR specialists that want to offer their employees the option to request repayment for dental procedures. This form takes the hassle out of complicated insurance processes. 

What’s it for? 

The dental reimbursement form is a way to offer employees a convenient method to request reimbursement for dental treatments. It includes employer and employee information, and is often used when employees receive healthcare insurance through their employer. 

Key benefits:

• Upload field: include any useful documents to aid the reimbursement process. 
• Automated send-out: speed up the process by automating form send out following treatment of a patient with workplace healthcare insurance.
• Paperless: use these online forms to become more organized and be more environmentally conscious in your office. 

16. Dental Screening Form

Who needs this? 

A dental screening form is useful to have on hand in any dental practice to help provide complete and thorough care to every patient. 

What’s it for? 

This dental screening form is a quick and easy way to collect and store information on a child’s dental health. It includes patterns of early childhood cavities and a comments section for further notes. 

Key benefits:

• Customize for specific needs: screen for specific and relevant information without all of the extra questions. 
• 100% secure: ensure patient information remains confidential with secure online forms. 
• Thank you page: leave patients with a great impression of your practice by adding a warm thank you to finish your forms.

17. Dental Treatment Consent Form

Who needs this? 

Consent for medical procedures is crucial for a healthy and compliant dental practice. All dentists, dental nurses, and dental healthcare providers must get patient consent before beginning any procedure.

What’s it for? 

This dental treatment consent form is a written authorization completed by the patient before undergoing dental procedures. It is the responsibility of your dental clinic to get proper consent from patients as well as clearly communicate recommendations, benefits, and risks of the procedure. 

Key benefits:

• Conditional logic/ question branching flow: create forms that adapt to previous patient answers—there’s little point included follow up questions regarding crowns if the patient is getting a filling. 
• HIPAA compliant: ensure you’re 100% compliant with 123FormBuilder’s HIPAA compliance solutions. 
• Easy to use: incoming patients can often be nervous about their upcoming appointment. Make everyone’s life simpler with easy to use virtual forms.

18. Dental Treatment Plan Form

Who needs this? 

A straightforward dental treatment plan form is useful in every dental practice. Effectively communicating a treatment plan is important to keep all parties up-to-date and prepared for next steps. 

What’s it for? 

This form is used to clearly communicate pertinent information on the treatment plan directly to the patient. It includes both patient and dentist information.

Key benefits:

• Avoid human error: ensure no key forms are lost by keeping everything secure and online. 
• Increase productivity with automations: quickly and easily automate form send out to speed up the process. 
• Thank you page: personalize your patients’ experience as much as possible and leave them with a great impression following treatment. 

19. Request Routine Dental Appointment Form

Who needs this? 

A request form is an essential form to have on hand at your dental practice. This form will most likely be issued by dental receptionists to patients looking to book an appointment with their dentists.

What’s it for? 

This form allows the patient to request a specific date and time for a dentist appointment. It allows the patient to choose times that work for them and cut down on unnecessary communication when finding a workable time for both parties. 

Key benefits:

• Paperless: less paper means less hassle and less time wasted searching for documents.  
• Conditional logic: simplify the process by using forms that adapt to patient answers. 
• Google Calendar integration: Allow patients to schedule an appointment and have it automatically connect with your (and their) Google Calendar. 

Build Better Online Dental Forms with 123FormBuilder

Running a stellar dental office isn’t just about the dentists and facilities, it’s also about how well you treat patients throughout their time under your care. From the moment they sign up to your dental practice to their first treatment—you want to ensure everything is easy, organized, and secure.

123FormBuilder helps you create sample dental forms that suit the needs of your practice and your patients. Save time and increase productivity with these easy to use and customizable templates. Streamline your business and ensure you’re staying compliant as you take your practice to the next level with 123FormBuilder. 

Dental Forms: Frequently Asked Questions

Why are dental forms important?

Dental forms are important for keeping an accurate and up-to-date record of all patient data, procedures, and processes performed in dental surgery. 

What is a dental history form?

A dental history form is a detailed record of all previous dental work and current dental issues, including previous treatment plans and the patient’s response to those treatments. 

What is the most important document that is maintained for each patient in a dental practice?

The most important document to keep current and complete in a dental practice is an updated and comprehensive patient record. Accurate patient information is crucial for offering safe and healthy dental care. 

What is HIPAA in dentistry?

HIPAA stands for the Health Insurance Portability and Accountability Act. In dentistry, it’s legislation that mandates dental offices to safeguard their patient’s protected health information. HIPAA requires administrative, technical, and physical protections to be in place.

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