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Sample Forms

We’re here to make record keeping easier and more efficient so you can better protect your practice. View, download and customize the right resources for your state. Find sample forms and letters to support documentation, employment, general liability and patient care.

Anti-SLAPP Reference Guide

An overview of governing Anti-SLAPP statutes (Strategic Lawsuits Against Public Participation) 

Cyber Event Checklist

A tool to take a proactive approach to responding to a cyberattack or data breach incident

Cyber Liability Guide

An overview of cyber risks, data breach and cyberattack targets, investigations, preparation and prevention

Health History Guidelines

Best practices and considerations for health history form intake, review, and updates

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Patient Dismissals and Emergency Care Guide

Best practices and considerations when dismissing a patient or withdrawing from care.

Practice Interruption and Mutual Aid Guidelines

Information on mutual aid agreements and guidance in the event of a dentist’s disability or death

Responding to Online Reviews

Helpful tips and best practices for responding to negative reviews on websites or social media

Small Claims Court Reference Guide

An overview of limits by state, whether legal representation is allowed and if decisions can be appealed

Surveillance Cameras

Considerations for installing and monitoring surveillance cameras in the dental practices

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Explore More Resources

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