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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.

Access to Patient Records and Retention Guidelines

State-specific considerations for access to patient records and retention guidelines

Addressing Medical Emergencies in the Dental Office

Helpful tips and best practices for addressing to medical emergencies in the dental practice

 

Documentation Requirements for Sedation

Documentation requirements for when sedation is administered to patients

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.

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Explore More Resources

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