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Reference Guides

In addition to sample forms, timely articles and analysts’ guidance, benefit from deep-dive guides on dentistry-specific topics. Search our comprehensive Risk Management Reference Guide or download just the right resource for your situation.

Authorization for Caretaker to Accompany a Minor

Sample authorization for a non-legal guardian to accompany a minor patient to dental appointments

Consent to Disclose Personal Health Information (PHI)

Form and recommendations for obtaining consent to disclose patient health information to a third party.

Dispensing Products Acknowledgment

Form to document products that are dispensed to a patient (does not apply to medications)

Informed Consent Declaration: Minor Patient

Form for a non-legal guardian to authorize dental treatment on a minor patient

Office Closure Checklist

A checklist to help minimize property damage, secure the premise and protect assets during a closure

Patient Dismissal Letter

Contact a Risk Management Advice Line analyst for one-on-one support with a patient dismissal letter

Premises Incident Report

Form for documenting injuries involving patients or visitors inside or outside the practice

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Access a dentistry-focused risk management articles, guides, sample letters, informed consent forms and more.