Orthodontic New Patient Registration Form

Managing orthodontic patient onboarding can be time-consuming, especially when juggling paper forms, insurance details, and treatment consultations. This Orthodontic New Patient Registration Form streamlines the entire intake process by collecting everything you need—from medical history to bite concerns to payment preferences—in one professional, easy-to-complete form.

Designed specifically for orthodontic practices, this template helps you gather critical information before the first appointment, saving chair time and improving the patient experience. Collect dental history, current concerns, previous orthodontic work, and treatment goals upfront so your team can prepare personalised consultations. The form includes sections for insurance details and flexible payment arrangements, making financial discussions smoother from day one.

Paperform's conditional logic means you only ask relevant follow-up questions based on patient responses, keeping the form concise and user-friendly. Parents can complete forms on behalf of minors, and all submissions sync directly to your practice management software via Stepper (stepper.io) or native integrations with tools like Google Sheets, Airtable, or your CRM.

Use Papersign (papersign.com) to automatically turn completed registrations into consent forms, treatment agreements, or financial arrangements that patients can sign digitally—keeping everything organised and compliant in one seamless workflow.

Whether you're a boutique orthodontic practice or a multi-location clinic, this form template is designed to reflect your professional brand while making new patient registration effortless for families and your front desk team alike.