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Choose the complete package or only the individual forms you need.
Prepare for your visit
Patient Forms
Complete your forms before your visit so our team can welcome you with clarity, preparation, and a smoother first step.
A more prepared welcome
A Calmer Way to Prepare for Your Visit
New patient paperwork is part of helping us care for you well. By completing your forms ahead of time, our team can review the details that shape your visit, answer questions more clearly, and help your appointment feel less rushed.
Review and complete
Take your time with health history, privacy, and account information.
Bring them with you
Having forms ready helps the team begin your visit with useful context.
Choose what you need
Download Individual Forms
Each document is available separately if you prefer to download only the forms that apply to your visit.
New Patient Form
Basic contact, household, insurance, and treatment consent information for new patients or patient updates.
Recommended for new patients and patient information updates.
Download New Patient FormPatient Medical History Form
Health history, medications, allergies, and medical details that help our team provide safe, informed dental care.
Please update this form when important health information changes.
Download Medical History FormPatient Dental History
Dental concerns, comfort history, smile goals, bite and jaw information, tooth structure, and gum health details.
Download Dental History FormHIPAA Notice and Privacy Practices
Information about how your health information may be used, disclosed, and protected.
Please review this notice before completing the acknowledgement form.
Download HIPAA NoticeAcknowledgement of Receipt
Acknowledgement that you received the Notice of Privacy Practices.
Download Acknowledgement FormFinancial Policy
Information about payment expectations, insurance handling, and financial arrangements.
Please review the policy before signing where requested.
Download Financial PolicyA simple checklist
Which Forms Should I Complete?
The right paperwork depends on whether this is your first visit and whether any information has changed.
For new patients
- Complete the New Patient Form
- Complete the Medical History Form
- Complete the Dental History Form
- Review the HIPAA Notice and sign the Acknowledgement of Receipt
- Review the Financial Policy
For returning patients
You may only need to update forms when contact, insurance, medical, dental, or account information has changed, or when a team member requests an update.
Not sure what applies to your visit? Ask our team
Continue preparing
More Patient Resources
Explore practical information about membership and payment options before your visit.
Next step
Need help before your visit?
If you have questions while completing your forms, our team is happy to guide you through the next step.