New patient registration
A preview of a practice’s check-in packet.
Download sample New patient registrationYour first visit
Here’s what to bring, how the visit usually goes, and where to ask about cost before you come in.
Before you come in
Bring these if they apply to your visit.
- Photo ID
- Insurance information, if you plan to use it
- A current medication list, if relevant
- Previous dental records or imaging, if available
How the first visit works
- Check in and confirm your contact details.
- Review your health and dental history with the team.
- Have your teeth, gums and mouth examined.
- Discuss imaging if it would help with the exam.
- Go over what the dentist saw and ask questions.
- Review next steps, timing and any estimate before scheduling treatment.
Need a pause?
Tell the team if you’d like them to talk through each step or agree on a hand signal before they start.
Ask about cost
Ask whether an estimate includes the exam, cleaning and any imaging.
Insurance & paymentSample patient forms
Download the sample forms to see what you might receive before a visit. Please keep personal and medical information out of the demo.
Medical history
A sample cover sheet for a private intake form.
Download sample Medical historyRecords release
An example of where a records request would start.
Download sample Records releaseFinancial policy
A placeholder for a practice’s billing policy.
Download sample Financial policyChoose a day that suits you.
Use the sample request form to try booking a first visit.