Patient Information

First Name:
Middle Initial:
Last Name:
Nickname:
Birthdate:
Gender:
Address:
City:
State:
Zip:
Cell Phone:
2nd Phone:
Email:
Social Security #:

Orthodontic concerns:
Please list the names of any friends or family currently in the practice:
List any sports, hobbies, or musical instruments played:
Whom may we thank for referring you to our practice?

Financial Party Information

First Name:
Middle Initial:
Last Name:
Birthdate:
Relationship to Patient:
Email:
Address:
City:
State:
Zip:
Cell Phone:
2nd Phone:
Work Phone #:
Employer:
Occupation:
Social Security #:

Spouse or Other Parent's First Name:
Middle Initial:
Last Name:
Birthdate:
Relationship to Patient:
Email:
Address:
City:
State:
Zip:
Cell Phone:
2nd Phone:
Work Phone #:
Employer:
Occupation:
Social Security #:

Dental Insurance Information

Primary Policy Holder's Name:
Relationship to Patient:
Policy Holder's Birthdate:
Policy Holder's Employer:
Insurance Company:
Subscriber ID #:
Group No.:

Secondary Policy Holder's Name:
Relationship to Patient:
Policy Holder's Birthdate:
Policy Holder's Employer:
Insurance Company:
Subscriber ID #:
Group #:

Flexible Spending Accounts

Primary Account Holder's Name:
Relationship to Patient:
Flex Plan Company:
Available Balance for Current Plan Year:
Maximum Annual Amount Allowed:
Annual Renewal Date:

Secondary Account Holder's Name:
Relationship to Patient:
Flex Plan Company:
Available Balance for Current Plan Year:
Maximum Annual Amount Allowed:
Annual Renewal Date:

Dental History

Dentist Name:
Check-up Frequency:
Last Dental Visit:
Has the patient had an orthodontic consult or treatment?
If so, when?

Please select YES if the patient has had any of the conditions listed below either now or in the past.
Speech problems/therapy?
Clench or Grind Teeth?
Injury to face, jaw, teeth or mouth?
Discomfort from teeth or gums?
Pain, tenderness or noise in either jaw?
Frequent headaches?
Oral habits (thumb/finger sucking, lip/nail biting)?
Requires Premedication?
Any missing or extra permanent teeth?
Apprehensive about dental care?
If any of the above dental questions were answered 'Yes', please explain:

Medical History

Physician Name:
Date of Last Physical:
Patient Health:

List any medications currently being taken by the patient:
List any drug allergies or sensitivities the patient may have:
Please select YES if the patient has had any of the conditions listed below either now or in the past.
Arthritis
Asthma
Bone Disorders/Bone Loss
Cancer
Congenital Heart Defect
Endocrine Problems
Ever Been Hospitalized
Growth Problems
Handicaps/Disabilities
Heart Attack/Stroke
Heart Disease
Heart Murmur
Hemophilia
Hepatitis
HIV/AIDS
Hormone Therapy
Hypertension/High Blood Pressure
Latex/Metal Allergy
Liver Disease
Nervous Disorders
Prolonged Bleeding/Transfusion
Received Radiation Treatment
Rheumatic Fever
Seizures/Epilepsy
Treated for Emotional Problems
Tuberculosis/Lung Disease
If any of the above medical questions were answered 'Yes' , please explain: