Aao Transfer Form PDF Details

The process of transferring orthodontic care and its associated records between providers is facilitated by the AAO Transfer Form, a critical document developed by the American Association of Orthodontists. This comprehensive form is designed to ensure a smooth transition for patients undergoing active orthodontic treatment who, for various reasons such as relocation, need to change their orthodontist. By meticulously detailing every aspect of the patient’s treatment to date, including analysis, patient and parent concerns, special health history, the treatment plan and progress, appliances used, and patient cooperation, this form enables the new provider to seamlessly continue the care. It also covers the essential financial aspects and the status of the patient's records for transfer, ensuring that all parties are well-informed. Additionally, the form includes a section for the authorization of record release, which is vital for maintaining the continuity of care. Through this thorough documentation, the AAO aims to minimize disruptions in treatment, ensuring that transitions do not unduly affect the treatment outcomes or the patient's overall experience.

QuestionAnswer
Form NameAao Transfer Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesaao transfer forms, aao transfer form printable, aao transfer form patient in active treatment, american association of orthodontists transfer form

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AAO TRANSFER FORM

PATIENT IN ACTIVE TREATMENT

Date _______________

To ____________________________________________________

From __________________________________________________

Phone ___________________ Fax __________________ Email: __________________________________________________

Patient's name _______________________________________ Birth date ____________________ Sex _________________

Social Security # __________________________ Phone ___________________

Responsible party __________________________________ Relationship: ____________________

Home address __________________________City _________________ State/Province ____________ Zip code __________

ANALYSIS (Including significant history & TMD) ________________________________________________________________

________________________________________________________________________________________________________

________________________________________________________________________________________________________

PATIENT/PARENT CONCERNS RE: TX _______________________________________________________________________

SPECIAL HEALTH OR HISTORY CONCERNS ___________________________________________________________________

TREATMENT PLAN (Including chronology of treatment rendered) _________________________________________________

________________________________________________________________________________________________________

________________________________________________________________________________________________________

TREATMENT PROGRESS (Including chronology of treatment rendered)____________________________________________

________________________________________________________________________________________________________

________________________________________________________________________________________________________

APPLIANCES

Fixed appliance:

Type_______________ Manufacturer _____________ Type of bracket: † metal or † non-metal Variations__________

Date bands and/or brackets placed: Max_______ Mand _______ Bonding Agent _______ Cementing Agent _________

Current archwire size and type: Max ______________ Mand _________________

Intraoral elastics: dates initiated, size and direction_____________________ Hours requested______________________

Extraoral appliance:

Type________________ and dates initiated______________________ Hours requested ____________________________

Removable appliance:

Type and dates initiated______________________________ Hours requested _________________________

Clear tray appliance:

Manufacturer _______________ Total trays ______ Trays delivered______ Change interval __________________________

Case/Patient number______________________

PATIENT COOPERATION

Oral hygiene __________________________________________ Headgear _________________________________________

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© American Association of Orthodontists 2014

Elastics ______________________________________________ Clear trays _______________________________________

Appointments _________________________________________ Broken appliances ________________________________

Patient's attitude toward treatment ________________________________________________________________________

Suggestions for patient motivation _________________________________________________________________________

ACTIVE TX TIME ESTIMATES Original _________________________ Remaining _____ % of active treatment completed

RECOMMENDATIONS FOR CONTINUED TREATMENT __________________________________________________________

______________________________________________________________________________________________________

RECOMMENDATIONS FOR RETENTION _____________________________________________________________________

ADDITIONAL COMMENTS _______________________________________________________________________________

_____________________________________________________________________________________________________

FINANCIAL

Closed ______________ Open End (Fixed) _______________Other ______________________

Fees: Active _______________ Extras ______________________________________________

Terms ________________________________________________________________________

Third party payment ____________________________________________________________

Total charges before transfer _________________________

Total amount paid before transfer _____________________

Unpaid amount still owed transferring office ____________

Balance of original quoted fee not yet charged ______________ or overpaid at transfer ______________

This patient/parent has been advised that orthodontic treatment fees vary widely throughout the country and the world and it is reasonable for them to expect that a transfer may increase treatment fees and may involve changes in payment policies. For most people who transfer during their orthodontic treatment, the total treatment cost is likely to increase.

AVAILABLE RECORDS FOR TRANSFER

 

Casts

Initial

† Date ________

Progress † Date ________ Articulator type________

Ceph

Initial † Date ________

Progress † Date ________

Tracings

Initial

† Date ________

Progress † Date ________

Panoramic

Initial † Date ________

Progress † Date ________

CBCT

Initial † Date ________

Progress † Date ________

Intra-oral scan

Initial

† Date ________

Progress † Date ________

files

 

 

 

Intraoral x-rays

Initial

† Date ________

Progress † Date ________

Facial photos

Initial † Date ________

Progress † Date ________

Intraoral photos

Initial † Date ________

Progress † Date ________

Check appropriate status of records:

Record duplicates sent upon request (may be an additional charge to patient) † Yes † No

Records enclosed † Yes † No Records sent under separate cover † Yes † No

Signature: __________________________________________________Date_______________________

(Orthodontist)

2

© American Association of Orthodontists 2014

REQUEST TO TRANSFER RECORDS TO NEW PROVIDER

When a patient moves, or, for other reasons, there is a necessity to change orthodontists during the course of ongoing orthodontic treatment, it is highly advantageous for all involved parties that the transfer be as prompt and convenient as possible. Of paramount importance is the identification of an orthodontist who will accept the patient and successfully complete the treatment.

The American Association of Orthodontists represents over ninety percent of the orthodontic specialists in the U.S. and Canada. Your current doctor is a member and will assist you in finding a qualified orthodontist.

It is necessary that your records be transferred to assure that the receiving orthodontist is knowledgeable of your orthodontic condition(s), orthodontic treatment goals, the current treatment plan, and related financial arrangements. To facilitate the transfer of these records, it is necessary that you complete the following:

I authorize Dr. ____________________ to release all records of ____________________ (patient’s name) for the

purpose of continuation of treatment by Dr. ___________________(new provider’s name).

Signature: __________________________________________________________Date_______________________

(Patient or Guardian)

Print Name ________________________________________

Relationship to Patient ______________________________

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© American Association of Orthodontists 2014

How to Edit Aao Transfer Form Online for Free

The PDF editor you will make use of was designed by our best computer programmers. It is possible to prepare the aao transfer form patient in active treatment file fast and efficiently using this app. Simply keep up with this particular procedure to start out.

Step 1: The first thing will be to click the orange "Get Form Now" button.

Step 2: At the moment, you can start editing your aao transfer form patient in active treatment. The multifunctional toolbar is readily available - insert, remove, modify, highlight, and undertake other commands with the words and phrases in the file.

Prepare all of the following segments to prepare the template:

portion of fields in american association of orthodontists transfer form

In the TREATMENT PLAN Including, TREATMENT PROGRESS Including, APPLIANCES, Fixed appliance, Type Manufacturer Type of bracket, Current archwire size and type Max, Extraoral appliance, Type and dates initiated Hours, Removable appliance, Type and dates initiated Hours, and Clear tray appliance Manufacturer field, write down the information you have.

american association of orthodontists transfer form TREATMENT PLAN Including, TREATMENT PROGRESS Including, APPLIANCES, Fixed appliance, Type Manufacturer  Type of bracket, Current archwire size and type Max, Extraoral appliance, Type and dates initiated Hours, Removable appliance, Type and dates initiated Hours, and Clear tray appliance Manufacturer blanks to fill

Type in any information you are required within the section PATIENT COOPERATION, Oral hygiene Headgear, and American Association of.

american association of orthodontists transfer form PATIENT COOPERATION, Oral hygiene  Headgear, and American Association of fields to fill

The Elastics Clear trays, Appointments Broken appliances, Patients attitude toward treatment, Suggestions for patient motivation, ACTIVE TX TIME ESTIMATES Original, RECOMMENDATIONS FOR CONTINUED, RECOMMENDATIONS FOR RETENTION, ADDITIONAL COMMENTS, FINANCIAL, Closed Open End Fixed Other, Fees Active Extras, Terms, and Third party payment Total charges segment will be used to write down the rights or responsibilities of both sides.

part 4 to filling out american association of orthodontists transfer form

Review the sections Third party payment Total charges, This patientparent has been, AVAILABLE RECORDS FOR TRANSFER, Initial cid Date Progress cid, and Check appropriate status of and next fill them out.

american association of orthodontists transfer form Third party payment  Total charges, This patientparent has been, AVAILABLE RECORDS FOR TRANSFER, Initial cid Date  Progress cid, and Check appropriate status of fields to fill out

Step 3: Select the button "Done". Your PDF document is available to be transferred. You can obtain it to your computer or email it.

Step 4: Generate copies of the form - it will help you keep away from potential future concerns. And fear not - we are not meant to reveal or check your details.

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