Front Office Templates
Working templates you can copy into your practice management system, form builder, or phone script binder. Each one includes variations for the common cases and notes on why the questions are ordered the way they are, the ordering usually matters more than the wording.
New Patient Intake Form Template
A complete dental new-patient intake form template with general, pediatric, and periodontal variations, plus guidance on field order and what to make required.
ReadInsurance Verification Script Template
Two ready-to-use dental insurance verification scripts (one for collecting details from the patient, one for the payer call) plus a benefits breakdown checklist.
ReadNew Patient Phone Script Template
A dental new-patient phone script that books the appointment in under four minutes, with variations for emergency calls, price shoppers, and voicemail follow-up.
ReadDental Patient Reactivation Text and Call Scripts
Copy dental patient reactivation text messages, call scripts, and voicemail examples. Adapt each message to your practice and the patient's next step.
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