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For Australian dental practices

Dental new patient forms and treatment consent with a written quote

Your new patient form at booking. The quote and consent for a treatment after the consult that plans it, signed once on the patient’s phone. Signed paperwork kept together on the patient record.

  • Signed on the patient’s phone
  • Your practice’s own wording
  • Australian data hosting
Start with the dental setupSee the quote and consent

Professional access for 30 days. No card. Registration and consent stay free on every plan.

A dentist talking with a patient who sits in the dental chair with a tablet on his lap

For your practice: one new patient link before the first appointment, then a quote and consent when treatment is planned. The patient can mark a question before signing. The signed PDF stays on the record and is filed to Cliniko or PracSuite when connected. Payment stays with your existing billing.

Follow the order your practice already uses

  1. At booking

    Your new patient form

    Your practice shares a link or QR code. The patient enters their details on their phone and checks them before sending. The registration arrives on the record with an email to your practice.

  2. After the consult

    The quote and consent for the planned treatment

    Choose the treatment on the patient record, type the tooth or area, adjust the quote for this patient, then copy the signing link into your email or text. The patient reads the quote and your wording, marks any question, and signs once for both.

  3. Back at the practice

    The signed record and any question

    The PDF keeps the wording and figures exactly as signed. Your practice can open the record, download the paperwork, and see any question that needs a response.

The new patient form on their phone

Contact details, Medicare, health fund and GP, and a check before sending. These are screens from the registration your patient receives. Add up to ten questions of your own after the standard steps.

Springfield Dental

Step 1 of 5 · About You · ~6 min left

Fields without “(optional)” are required.

1 · Your name

Title (optional)MrsFirst nameMargeLast nameSimpsonPreferred name (optional)What you like to be called

2 · About you

Date of birth19/03/1984
Continue
Springfield Dental

Step 4 of 5 · Health Care Information · ~3 min left

1 · Your Medicare card

The 10 digits across the middle of your Medicare card.

Medicare number (optional)2951 64830 1IRN1

The IRN is the number next to your name on the card (1-9)

Expiry date (optional)08/2029

2 · Health fund & DVA

Only if you have one. This helps your clinic with claims.

Do you have private health insurance?

YesNoFund (optional)Springfield MutualMember # (optional)40318822ID # (optional)02

3 · Your GP

So your clinic can coordinate care if you want them to.

GP name (optional)Dr Marvin Monroe
BackContinue
Springfield Dental

Step 5 of 5 · Check before you send · ~1 min left

Check before you send

Everything's here.

About YouEdit this stepCompleteMarge Simpson, born 19 March 1984.How to Reach YouEdit this stepCompleteWe'll reach you at marge.simpson@example.com or 0491 570 006.Emergency ContactEdit this stepCompleteHomer Simpson (Husband).Health Care InformationEdit this stepCompleteMedicare ending 01, Springfield Mutual member, GP Dr Marvin Monroe.
BackSend to your clinic
1Five steps, and the time left. About You, How to Reach You, Emergency Contact and Health Care Information, then one screen to check. Your own questions, up to ten, come after these, up to seven to a page.
2Comfort. The patient can make the text bigger, raise the contrast, switch to an easier-to-read typeface, add spacing or turn movement down.
3Medicare, health fund and GP. On from the start, each with a line on why it's asked. Switch any of them off when you edit your registration.
4Check before you send. Every step read back on one screen, with Edit this step beside each. It arrives on the patient's record, and you get an email.

Kept as the patient signed it

The signed PDF keeps the exact wording, the quote and the signing time. Your practice can download it from the patient record. With a Cliniko or PracSuite connection, the signed paperwork is filed there too.

Questions from dental practices

Can the new patient form have our own questions?

Yes. Add up to ten questions of your own to the registration: yes or no, a date, text, or a list. They come after the standard steps, up to seven to a page.

Does the quote cover informed financial consent?

The ADA’s policy on informed financial consent asks for a written estimate of fees before treatment. Your quote lists each fee, with ADA item numbers if you add them, the total, your estimate of the health fund rebate and the out-of-pocket. The patient reads it and signs once for the quote and the consent. Rebates remain estimates.

Can we use our own consent wording for extractions, crowns or implants?

Yes. The dental setup starts with named examples (taking out a tooth, crown, implant). They are names only: your practice writes the risks before the first one is sent. Add any other treatment the same way.

Do patients pay through ClientForms?

No. Keep taking payment the way you do now, through your practice software or your own invoicing. The quote is an estimate the patient reads and signs, not a payment, and nothing in the registration asks the patient to pay.

Do patients need an account?

No. The new patient form opens from a link on the patient’s phone. Your practice can share the link or QR code at booking, and copy the signing link for a quote and consent into your existing email or text after the consult.

Where does the signed paperwork go?

The signed PDF stays on the patient record with the wording and figures shown at signing. It is filed to Cliniko or PracSuite when connected. Your practice can also download it from the record.

What does it cost?

Registration and consent forms are free on every plan. New practices get Professional access for 30 days without a card. See pricing for branding and other Professional features.

New patient forms done before the first appointment

Start with the dental setup, then make the wording your own.

Start with the dental setup

See pricing · All registration and consent setups