Adult Intake Form
Please complete the orthodontic intake questions below
1. About You
Today's Date
First Name
MI
Last Name
Email
Birthdate
Gender
Male
Female
Street Address
Street Address Line 2
City
State
Zip Code
Best Phone Number
2. Referral and Dentist
Whom may we thank for referring you?
General Dentist
Last Dental Visit
3. Orthodontic Insurance
Do you have orthodontic coverage?
Yes
No
Insurance Company Name
Group #
Policy #
Policy Owner's First Name
Policy Owner's Last Name
Relationship to Patient
Policy Owner's Birthdate
4. Medical and Dental History
What are your concerns regarding your teeth?
Have you previously had orthodontic treatment?
Yes
No
If yes, when?
Have you ever had any problems with your jaw (TMJ)?
Yes
No
Have there been any traumatic injuries to your face, mouth, or teeth?
Yes
No
Have you ever had permanent teeth removed?
Yes
No
Do you breathe through your mouth?
Yes
No
Are you currently under a physician's care?
Yes
No
Your Physician
Physician Phone
Please describe your general health
Good
Fair
Poor
Please list all medications you are currently taking
Please list any medical conditions you have
Allergies (check all that apply)
Penicillin
Aspirin
Latex
Metals
Local Anesthesia
Other
None
Have you ever had any of the following medical problems?
AIDS/HIV
Anemia
Arthritis
Asthma
Blood Disease
Cancer
Diabetes
Epilepsy
Fainting
Heart Disease
Heart Murmur
Hepatitis
High Blood Pressure
Kidney Disease
Liver Disease
Rheumatic Fever
Seizures
Stroke
Thyroid Problems
Tuberculosis
Please discuss any conditions checked above
Have you ever experienced any of the following?
Thumb/Finger Sucking
Tongue Thrust
Nail Biting
Teeth Grinding
Jaw Clicking
Difficulty Chewing
Lip/Cheek Biting
Emergency Contact Name
Emergency Contact Phone
5. Consult Questions
Has the patient already seen a general dentist, or do they need to see one first?
Already referred by general dentist
Needs to see general dentist first
Are there any cavities or unfinished dental work still needing treatment?
Yes
No
What kind of scheduling works best?
Weekdays are okay
Weekdays only
Saturday only
Does the patient have any sensitivity, habits, or concerns we should know about?
Are you interested in aligners or comparing braces and aligners?
Braces only
Aligners only
Compare both
Not sure
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