Transfer dental records to new dentist checklist
For someone changing dental offices after moving to a new area. Use it to request records and make the first appointment easier.
What to get
Previous dental office phone number
Previous dental office email address
New dental office phone number
Signed dental records release form
Request for dental X-rays
Request for treatment history
Request for periodontal charting if applicable
Dental insurance card
Photo ID
List of current dental appliances
Current medication list
Medication allergy list
New patient appointment confirmation
Payment card
Who this list is for
This checklist is for anyone transferring their dental records to a new dentist after moving. It’s practical for adults and teens switching dental offices, making the process smoother and reducing delays at your first appointment.
How to use this list
Contact your old dental office first. Use the list to gather their phone number and email, then collect the new office’s details. Fill out and sign the records release form. Request your X-rays, treatment history, and periodontal charting if you’ve had gum treatments. Keep your dental insurance card and a photo ID handy for the first visit.
Common mistakes
People often forget to request specific records (like X-rays or periodontal charts), leading to repeat appointments. Don’t skip the release form; most offices won’t transfer records without it. Bring an updated medication and allergy list to your new dentist. Avoid assuming insurance info will transfer automatically.
What is on this list
You’ll need contact details for both dental offices, a signed release form, and requests for dental X-rays, treatment history, and any periodontal charting. Bring your dental insurance card, a photo ID, a list of current dental appliances, and up-to-date medication and allergy lists.
Before your first appointment
Call both offices to confirm records transfer is in progress. Double-check you have your insurance card, ID, and any forms the new office requires. Arrive early for paperwork. If your records aren’t there yet, follow up with your previous office.
FAQ
Who is "Transfer dental records to new dentist checklist" for?
This checklist is for anyone transferring their dental records to a new dentist after moving. It’s practical for adults and teens switching dental offices, making the process smoother and reducing delays at your first appointment.
How should I use "Transfer dental records to new dentist checklist"?
Contact your old dental office first. Use the list to gather their phone number and email, then collect the new office’s details. Fill out and sign the records release form. Request your X-rays, treatment history, and periodontal charting if you’ve had gum treatments. Keep your dental insurance card and a photo ID handy for the first visit.
What should I skip or avoid with "Transfer dental records to new dentist checklist"?
People often forget to request specific records (like X-rays or periodontal charts), leading to repeat appointments. Don’t skip the release form; most offices won’t transfer records without it. Bring an updated medication and allergy list to your new dentist. Avoid assuming insurance info will transfer automatically.
What is on the "Transfer dental records to new dentist checklist" list?
You’ll need contact details for both dental offices, a signed release form, and requests for dental X-rays, treatment history, and any periodontal charting. Bring your dental insurance card, a photo ID, a list of current dental appliances, and up-to-date medication and allergy lists.
What should I know about before your first appointment?
Call both offices to confirm records transfer is in progress. Double-check you have your insurance card, ID, and any forms the new office requires. Arrive early for paperwork. If your records aren’t there yet, follow up with your previous office.
Related lists
For general planning only. Valedo does not guarantee this list’s accuracy, completeness, or suitability. Verify information before relying on it. Not a substitute for professional advice or safety training.