Forms

Financial Forms and Other Information

New Patient Paperwork – English [+]

New Patient Paperwork – Spanish [+]

Dental Risk Assessment Questionnaire [+]

Oral Health History Questonnaire [+]

Visit Documentation [+]

If you’re unable to open PDF files, you can get Adobe Reader® for free.

Filling Out the Forms:

Position the pointer inside a form field and click. The I-beam pointer allows you to type text. The arrow pointer allows you to select a button, a check box, a radio button or an item from a list.

• After entering text or selecting an item, check box, or radio button do one of the following:
  Press Tab to accept the form field change and go to the next form field
• Press Shift+Tab to accept the form field change and go to the previous form field
• Press Enter (Windows) or Return (Max OS) to accept the form field change and deselect the current form field

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Once we got Sunbase in place, our sales team immediately experienced a jump in conversions just from the improved tracking. As we used it more, we saw patterns that showed us what gets the best results.

I’ve been in business for 25 years and always used paper, folders, and an office full of filing cabinets. It’s incredible that technology makes it where I can walk around with everything on my phone.

Finally having the right systems to keep everything managed has been a huge factor in our company’s success. I’ve personally seen my boss’s mood change from not carrying everything around with him all the time stressed out!