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New Patient Paperwork Mockup

Streamline Your New Patient Process - Grab Your FREE New Patient Paperwork Kit Today!

Get Immediate Access to the Same Forms and Checklists Used in My Practice Designed to Guides Patients from the Initial Phone Call to Treatment Acceptance

The new patient paperwork kit includes essential documents such as:

  • New Patient Call Sheet –  for managing phone calls, patient prioritization, and upfront payment collection before scheduling.
  • New Patient Interview Guide – to help you connect with patients and close health cases.
  • New Patient Evaluation Form – used in our practice for a thorough dental and wellness exam.
  • New Patient Medical History – a comprehensive dental and wellness form filled out by each patient before their exam.
  • New Patient Final Checklist –  used by our Care Coordinators to ensure nothing is missed before dismissing a patient.
New Patient paperwork stack 3d transparent

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