What to Bring to Your First Appointment.
Completing your forms in advance is just one way to make your first visit as smooth as possible. Along with your paperwork, there are a few items we’ll need at check-in to get everything set up before you meet your orthodontist.
- Completed new patient forms (download below)
- Valid photo ID (driver's license, passport, or school ID)
- Dental insurance card (front and back)
- List of any current medications or supplements
- Any recent dental X-rays if available (we may take new ones)
- Parent or legal guardian for patients under 18
Forms Are Completed At Your First Visit.
Our team will walk you through all necessary paperwork at your appointment. To save time, we may send you forms in advance via email — just call us to request them before your visit.
Medical History
Covers your health background, current medications, and any conditions relevant to your orthodontic care. Completed at check-in or sent to you in advance by email.
Insurance & Benefits
Allows our team to verify your orthodontic coverage before your visit. We handle the insurance verification — you just provide your carrier and member ID.
Financial Agreement
Reviewed together with your Treatment Coordinator at your consultation. We walk you through every detail so there are no surprises before you commit to any plan.
Request Forms in Advance
Prefer to review paperwork before your visit? Call us at (407) 359-1960 and we’ll email your forms directly.
What Happens After You Submit Your Forms.
We Review Your Info
Our clinical team reviews your medical history and insurance information before your appointment so your orthodontist arrives fully prepared — no delays on your end.
Insurance Pre-Verified
We contact your insurance provider in advance to confirm your orthodontic benefits. You’ll know exactly what’s covered before you sit down with the doctor.
Express Check-In
Arrive, present your ID, and you’re ready. No clipboard, no rushing to fill out paperwork — just a warm welcome and a smooth, on-time appointment.
Consultation & Scan
Your orthodontist reviews your file, performs your complimentary 3D digital scan, and walks you through every treatment option with a personalized plan and clear cost breakdown.
We're Here to Help You Get Ready.
If you have any questions about your forms, what to bring, or what to expect at your first appointment, don’t hesitate to reach out. Our team is happy to walk you through everything before you arrive.
- Forms available in English and Spanish
- We can email forms directly to you on request
- Staff available by phone Mon–Fri 8am–5pm
Download Your Forms & Book Your Appointment.
Complete your paperwork at home, walk in prepared, and leave with a complete treatment plan and a clear path to the smile you’ve always wanted — all in one free visit.