Skip to Main Content

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.

Are Your Patients Who They Say They Are? Preventing Medical Identity Theft

Just as dental offices are obligated to prevent financial identity theft by protecting patients’ personal...

Balance and Boundaries: Ethical and Legal Considerations When Terminating Dental Practice Employees

Employee termination can be a difficult and sensitive matter, but there are times when it becomes necessary to...

Bartering Your Dental Services? Get It in Writing

For dentists, bartering can lay the groundwork for a liability claim if things don't go as planned. Should you...

Before Recording, Protect Private Patient Information

Surveillance cameras are becoming more common in dental offices. Be aware of the HIPAA and privacy regulations...

Best Practices for Hiring the Right Employee

When your staffing needs are immediate, you may be tempted to expedite available candidates and minimize their...

Brushing Aside Politics: Keep Your Dental Office Free of Political Discussions

Impassioned political debates can create an uncomfortable environment for both staff and patients. Practice owners...

Business controls reduce employee theft

Theft within dental practices is surprisingly common and it’s on the rise. Review your bookkeeping structure...

Celebrate Safely: How to Minimize the Liability Risks of Office Parties

With so much effort going to COVID risk mitigation, it's understandable that dentists may overlook some of the...

Considerations for Safe Celebrations this Holiday Season

With a thoughtful approach to creating written guidelines and modeling appropriate professional behavior, employers...

Download Tip Close

Some browsers will provide an option to save the file to your computer/device, others will automatically download the file to your downloads/files folder.

Explore More Resources

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