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Dental new patient phone intake form

Dental new patient phone call form 2025

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4 out of 5

40 votes

The document is a telephone call slip for new patient appointments, capturing essential information such as the patient's name, contact details, date of birth, referral source, medical needs, medications, dental history, and insurance information. It serves as a form to facilitate the scheduling and preparation for a new patient visit.

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Send which statement is correct concerning appointment books via email, link, or fax. You can also download it, export it or print it out.

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Click ‘Get Form’ to open the dental new patient phone call form in our platform's editor.
Begin by entering the appointment date at the top of the form. This helps ensure that all details are organized for your visit.
Fill in the patient's name, including first and last names. This is crucial for identifying the patient in our records.
Next, indicate the time of the appointment and who is making it. Include their relationship to the patient for clarity.
Provide the patient's date of birth and contact numbers (home, cell, work). Specify the best number to reach them for any follow-up.
Complete the mailing address section to ensure accurate communication regarding appointments and information.
Indicate how you were referred to our office and if there are any siblings already registered as patients.
Address any special medical needs or medications that may be relevant for your dental care.
Confirm if recent dental X-rays were taken and provide details if applicable.
Lastly, specify insurance information or indicate if you are a private pay patient. Ensure all sections are completed before submitting.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to start going to a new dentist?

Switching Dentists in Five Easy Steps 1.) Find a new dentist. 2.) Notify your previous dentist. 3.) Transfer your dental records. 4.) Attend your first appointment. 5.) Enjoy a healthier mouth. Do Your Research. Consider These Questions so the Dentist Will Meet Your Needs. Consider Dansville Dental Professionals.

What to say when calling a new dentist?

Your Comprehensive Exam As a new patient, you will first see the dentist for a comprehensive exam. During this exam the dentist will discuss your health history, any concerns you may have, and may take your blood pressure to ensure you are in good health.

How do you tell your dentist you are switching?

Contact your old dental office and inform them that you would like to transfer your records to your new dentist. Let them know whether you would like the records to be sent either digitally or via mail.

How do you announce a new dentist?

Introduce the new dentist through a personalized announcement letter or email, highlighting their qualifications, experience, and personal interests. Utilize various channels like direct mail, email, social media, and your practices website to ensure broad reach.

How should a dental receptionist answer the phone?

Train your receptionist to use the new patients name to greet them as soon as they arrive. Your front desk staff should welcome each patient with a smile, state his or her name, and ask the patients name. Whenever possible, approach new patients before they get to the reception area and shake their hand.

dental intake form template

New patient phone call script New Patient dental forms PDF Free printable new patient dental forms Dental new patient forms template Dental receptionist phone script examples Dental intake forms New patient intake form Community Dental new patient packet

What do you say when looking for a new dentist?

Be Direct but Polite: Start by expressing your appreciation for their services. You might say something like, ``I want to thank you for the care Ive received at your practice. State Your Decision: Clearly state that you have decided to switch to a new dentist.

What is the first task in the dental exam for a new patient?

Dental Phone Greeting Tips: Speak slowly and clearly. Be happy, upbeat, and smile! Make sure everyone who answers the phone says the same thing. Its important that the person who answers the phone says their name. Use Active Listening techniques.