Patient Information

First Name:
Last Name:
Gender:
Address:
City:
Postal Code:
Province:
Main Phone:
Cell Phone:
Cell Phone Provider:
Email:
Birthdate:
Patient's Age:

Who may we thank for referring you to our office?

Financial/Responsible Party Information

First Name:
Last Name:
Relationship to Patient:
Address:
City:
Province:
Postal Code:
Main Phone:
Cell Phone:
Cell Phone Provider:
Email:

Spouse First Name:
Last Name:
Cell Phone:
Cell Phone Provider:

Other First Name:
Last Name:
Relationship to Patient:
Address:
City:
Province:
Postal Code:
Main Phone:
Cell Phone:
Email:

Insurance Information

If you have an insurance plan which covers orthodontic treatment please complete the applicable information.
Policy Holder 1 Name:
Insurance Company Name:
Group Number:
Subscriber ID:
Birthdate:

Policy Holder 2 Name:
Insurance Company Name:
Group Number:
Subscriber ID:
Birthdate:
Please read carefully.
A dental insurance policy is a contract between the insured and the insurance company. Our office is to charge the patient directly for all the professional services rendered. To assist those of you with insurance coverage, when a payment is made, a reciept will be issued, along with an insurance verification which may simply be attached to one of your dental insurance claims and submitted to your insurance company for reimbursement. A pre-determination form, to determine the extent of your orthodontic coverage, will be provided to you in order that you may submit the required information to your insurance carrier prior to orthodontic treatment. If you have any further questions regarding insurance, please do not hesitate to ask.

Medical History

Please check any of the following conditions that apply:
Please indicate any allergies:
Are you in good health?
Have you been seriously ill or hospitalized?
Are you under the care of a physician?
Do you have trouble healing?
Are you pregnant?
Physician Name:
List current medications:

Dental History

Dentist Name:
Checkup Frequency:
Last Dental Visit:
Please check if there is a history of:
What is the patient's main orthodontic concern?
Please explain if you answered Other:
Has the patient had previous orthodontic care? If so, when?
Has a family member had orthodontic care?

Patient Privacy Policy

Please read carefully.
We are committed to protectcing the privacy of our patient's and using such infomration in a respectful and professional manner. All personal information is stored and protected in accordance with the Privacy Standards and Criteria as legislated by the Alberta Dental Association.
We collect personal information, such as names, birth dates, contact numbers and addresses for home, work, cell phone, email, and insurance detail for the following purposes.
  • To open and update patient files
  • To prepare billing, insurance claims, processing credit card payments, issue receipts for orthodontic services.
  • To process claims for payment or reimbursement from third-party health benefit providers and insurance companies.
  • To send text and email appointment reminders, and email communication.
  • To send email communication regarding our orthodontic practice.
Additionally, this information may be disclosed to the following third parties:
  • Referral to medical and/or dental practiioner's for multidisciplinary treatments, which coinincide with orthodontic treatment.
  • Communication to health benefit providers and insurance companies on a patient's behalf
  • Orthodontic software support (which may be USA based) for management of patient files.
I consent to the collection, use and disclosure of my personal information as required for my orthodontic office.
Patient / Parent / Guardian Signature:
By typing my name above I am electronically signing this form.