Confidential Patient Information

First Name:
Middle Initial:
Last Name:
Nickname:
Birthdate:
Gender:
Address:
City:
State:
Zip:
Main Phone:
Secondary Phone:
Email:

School (if applicable):
Grade:
Please list any sports, hobbies, or musical instruments played:
What are the names of any friends or family that have been to our practice?
Whom may we thank for referring you to our practice?

Financial Party Information

First Name:
Middle Initial:
Last Name:
Relationship to Patient:
Birthdate:
Social Security # (may be verified for Ins. benefits):
Address:
City:
State:
Zip:
Email:
Main Phone:
Secondary Phone:
Employer:
Position:
Work Phone:

Second Responsible Party's First Name:
Middle Initial:
Last Name:
Relationship to Patient:
Birthdate:
Social Security Number:
Address:
City:
State:
Zip:
Email:
Main Phone:
Secondary Phone:
Employer:
Position:
Work Phone:

Dental Insurance Information

Policy Holder's Name:
Birthdate:
Policy Holder's Employer:
Insurance Company Name:
Subscriber ID:
Group Number:
Insurance Company Phone:
Work Phone:

Do you have dual dental coverage?
(If yes, complete information below)
Policy Holder's Name:
Birthdate:
Policy Holder's Employer:
Insurance Company Name:
Subscriber ID:
Group Number:
Insurance Company Phone:
Work Phone:

Orthodontic History

What is/are the patient's main orthodontic concern or smile goals?
Any prior orthodontic treatment? If so, where/when?
What is most important to you in selecting an orthodontic office?
Are you considering braces or clear aligners?
If patient is a minor - has either parent had orthodontic treatment?
If yes to previous, does either still wear a retainer?

Dental History

Dentist:
Checkup Frequency:
Last Dental Visit:
Last Dental X-rays:
How many times a day do you brush your teeth?
How often do you floss?
Periodontist:
Oral Surgeon:
Endodontist:
Does the patient need to premedicate prior to dental visit?
Is the patient apprehensive about dental care?
Does the patient have any planned or recommended dental work? If YES, please describe.

Have you ever had:
Oral Surgery
Wisdom teeth extracted
Your bite adjusted
Difficulty chewing
Speech issues/therapy
Missing or extra teeth
Clicking of the jaw
Pain in jaw
Periodontal treatment
Discomfort in teeth or gums
Worn a bite plane (retainer)
Difficulty opening/closing mouth
Airway/Sleep Evaluation:
Have the tonsils or adenoids been removed?
Do you snore or have you been told that you snore?
Do you have excessive daytime sleepiness?
Do you frequently wake up during the night?
Have you ever had a sleep study?
Do you have high blood pressure?
Habits:
Bite your fingernails
Bite your lip/cheeks regularly
Clench/grind your teeth
Mouth breathe
Hold foreign objects with your teeth (e.g. pencils, pipe, pins, nails)
Have any type of thumb or tongue habit?

Do you have headaches? If yes, frequency and location?
Have you ever had trauma or injury to the teeth or face? If yes, please describe:

Medical History

Physician:
Please select 'Yes' if the patient has had any of the conditions listed below either now or in the past. Cannot be blank.
Anemia
Arthritis
Asthma
Cancer
Diabetes
Dizziness
Endocrine issues
Epilepsy
Fainting
Head/Neck pain
Heart attack
Heart disease
Herpes II
HIV or AIDS?
Hypertension
Kidney disease
Liver issues
Prolonged bleeding
Rheumatic fever
Stroke
Tuberculosis
Venereal disease
FEMALES: Are You Pregnant?
Please list all drugs or medications currently being taken by the patient (include non-prescription):
Please list allergies or sensitivities that the patient has:
Have you ever been treated for a bone disorder or osteoporosis?
Have you taken (or are you taking) Bisphosphonates medications (Fosamax, Boniva)?
Have you had any major operations? If yes, please describe:
Any other medical considerations:
PLEASE SELECT EITHER FROM THE FOLLOWING two choices.
E-Signature (Patient/Parent/Guardian):
Relationship to Patient:
Date: