Patient Forms & Paperwork
Complete your new-patient paperwork online before your first visit to save 15–20 minutes at check-in. If you prefer to fill forms out in the office, that’s fine too, just plan to arrive a little early. Secure, HIPAA-compliant intake process. Gentle as a Lamb.
What to Complete
When you schedule your first appointment, we email a secure link to your new-patient intake forms. Complete them online at home in about 10 minutes and arrive at your appointment ready to go. The forms cover the standard information any dental office needs: medical history, dental history, insurance details, emergency contacts, and HIPAA acknowledgment.
Medical History
Current medications, allergies, medical conditions, prior surgeries. If you don’t know exact dosages of medications, bring the bottles or a photo of the labels.
Dental History
Prior dental work, dental concerns, goals for care. If you don’t remember when you last had an X-ray, we’ll take new ones.
Insurance Information
Carrier, group number, policyholder details. Bring your insurance card too, if you aren’t sure about your coverage, we’ll verify it before treatment.
Consent Forms
HIPAA privacy acknowledgment (standard form required of all dental offices), consent for treatment for the exam and cleaning portion of the first visit, and emergency contact information.
Don’t worry if you don’t have all the information. Fill in what you know. The forms are there to help us care for you well, not to trip you up on details.
How to Submit
Online (Recommended)
Complete the secure, HIPAA-compliant forms from the link we email when you schedule. Takes about 10 minutes. The secure link is tied to your specific appointment and expires after submission. Check your spam or promotions folder if you can’t find it, or call (208) 344-6300 and we’ll resend.
We can email forms to you in advance on request. Complete them at home and bring them to your appointment, or email them back before your visit.
In Office
Paper forms are available at the front desk. Plan to arrive 15–20 minutes early if you’re filling out forms in our office to avoid shortening your appointment.
What to Bring to Your First Visit
- Photo ID, driver’s license or government-issued ID
- Insurance card, even if you submitted information online
- Medication list, or bring the bottles / a photo of the labels
- Records from previous dentist, if you have paper or digital records; otherwise we can request them with your written permission (typically takes 1–2 weeks)
- Questions and concerns, write them down so you don’t forget during the appointment
Updating Your Information
For existing patients, we ask at each visit whether anything has changed, medications, medical conditions, insurance. If something major changes between visits (new medication, new diagnosis, insurance change), call us before your next appointment so we can update your records in advance. New medications especially can affect dental care; a quick call saves a surprise during the appointment.
Records From a Previous Dentist
If you’ve seen another dentist recently, we can request your records with your written permission. This saves retaking X-rays and lets us see the full history of work done. The request typically takes 1–2 weeks to process. You can also bring paper or digital records yourself if you have them.
Frequently Asked Questions
How long does it take to fill out the forms?
About 10 minutes online, 15–20 minutes on paper. Most of the time is spent on medical and dental history, medications, conditions, prior treatments. Have your insurance card and medication list handy before you start.
Are the online forms secure?
Yes. Online intake uses encrypted, HIPAA-compliant forms. Your information is stored securely in our practice management system, same as in-office records. The secure link we email is tied to your specific appointment and expires after submission.
What if I can’t find the email link?
Check your spam or promotions folder. If you still can’t find it, call (208) 344-6300 and we’ll resend the link. You can also fill out forms in the office at your appointment if online isn’t working for you.
Questions About Forms or Your First Visit?
Call the front office at (208) 344-6300. We’ll answer questions, resend form links if needed, and help you get ready for a smooth first appointment.