Confidential Patient Information

First Name:
Middle Initial:
Last Name:
Preferred Name (Nickname):
Birthdate:
Clinical Gender:
Gender Identity (if different):
Primary Contact Phone:
Address:
City:
State:
Zip:

Parent 1 First Name:
Last Name:
Employer:
Occupation:
Contact Email:
Address (if different):
City:
State:
Zip:

Parent 2 First Name:
Last Name:
Employer:
Occupation:
Email:
Address (if different):
City:
State:
Zip:
Parent Status:

Patient's School:
Other Family Members treated?
What are the patient's interests (hobbies, sports, musical instruments)?

Do you have dental insurance? Please provide dental insurance card(s) to the front desk
Name of Subscriber:
Birthday of Subscriber:
Name of Dental Insurance Company:
Subscriber/Member ID or SS#:
Group Number:

Name of Subscriber:
Birthday of Subscriber:
Name of Dental Insurance Company:
Subscriber/Member ID or SS#:
Group Number:

How Did You Hear About Us?

Please check all that apply and select the primary reason. Thank you!
Direct Referrals:
Community:
Online:
Miscellaneous:

Main Reason:

Medical History

Physician Name:
Do you feel the patient is in good health?
If no, please explain:
Please select 'Yes' for any of the following for which the patient has been diagnosed or treated:
Diabetes
Asthma
Allergies
Rheumatic Fever
Heart Issues
Cancer
Bleeding Disorders
Depression
Anemia
Seizures/Epilepsy
ADD/ADHD
HIV/AIDS
Migraines
If 'Yes', please explain:
Has the patient had their tonsils/adenoids removed? If so, at what age?
Please list any drugs or medications:
Latex Allergy?
Does the patient require antibiotic pre-medication before dental procedures?
Female Patients: Is the patient pregnant or anticipate she may be?
Any other medical issues not addressed above?
Recognizing that successful treatment greatly depends upon the patient's cooperation in following instructions, keeping appointments, and maintaining oral hygiene, do you expect any restrictions or problems that may be encountered during treatment?

Dental History

Dentist:
Date of Last Checkup/Cleaning:
How often does the patient brush their teeth?
Does the patient floss regularly?
Have any teeth been injured due to an accident or fall?
If yes, please explain:
Does the patient have any sensitivity or discomfort from their:
Please explain:
Clench or grind teeth?
Speech Problems?
Finger sucking?
Mouth breathe/snore?
Has the patient had any previous orthodontic work? If yes, at what age?
By whom?
Has the patient had any primary (baby) or permanent teeth removed?
Any clicking/popping/pain in joints?
Any other dental issues not addressed above?

Smile and Treatment Analysis

What is the patient's or parent's primary concern?
Do you feel the teeth are:
Are you aware of any bullying due to the appearance of the teeth?
Any other orthodontic concerns you'd like to discuss?
Patient's attitude toward treatment?
I will not hold my orthodontist or staff responsible for any errors or omissions. If there are any changes to the patient's medical or dental history, I will alert the practice.