Intake

Dental Patient Intake Form

2 pages16 fieldsHIPAA-ready

The Dental Patient Intake Form covers everything a dental practice needs to know before treating a new patient. Beyond standard demographics and insurance, this template includes dental-specific sections: oral health history, previous dental procedures and restorations, TMJ/jaw pain screening, dental anxiety assessment using a validated scale, and oral hygiene habits.

The medical history section is tailored for dental relevance, focusing on conditions that affect dental treatment such as bleeding disorders, heart conditions requiring antibiotic prophylaxis, bisphosphonate use, and latex allergies. Current medications are captured with attention to drugs that cause dry mouth, gingival hyperplasia, or affect bleeding.

This template works for general dentistry, orthodontics, periodontics, oral surgery, and pediatric dental practices. The dental anxiety scale helps the clinical team prepare appropriate comfort measures for anxious patients, improving the overall patient experience and reducing cancellations.

What's included

  • Dental history and previous procedures
  • TMJ screening and dental anxiety assessment
  • Oral hygiene habits evaluation
  • Medical conditions relevant to dental care
  • Dental insurance verification
  • Consent for dental treatment

Who uses this template

  • General dentistry and family dental practices
  • Orthodontic offices
  • Oral surgery and periodontics practices
  • Pediatric dental clinics

Form fields preview

All 10 preview fields shown below. Customize any field after signing up.

Patient InformationText
Dental HistoryChecklist
Last Dental VisitDate
Previous Dental WorkChecklist
Dental Anxiety LevelScale
TMJ/Jaw Pain SymptomsChecklist
Oral Hygiene HabitsDropdown
Medical Conditions Affecting DentalChecklist
Dental InsuranceText
Consent to TreatmentE-Signature

Use this template

Sign up for free and start customizing the Dental Patient Intake Form for your practice. No credit card required.

$49.99/mo · Cancel anytime · HIPAA compliant