The AAO Council on Orthodontic Practice (COOP) has recently completed the annual process of reviewing and updating the Forms and Releases collection for member use. The AAO has developed many forms to help streamline member practice operations and support risk management efforts. Members may access legal releases and waivers, health history forms, patient transfer guidelines and forms, and sample agreements and contracts.

Many commonly used forms are available in Spanish and French, some with an e-form option. All forms are free and downloadable for members via the AAO online Legal Resources Center.*

Recent form updates include:

  • Consent for Radiologic Services & Acknowledgement of Scope of Services now has updated wording pertaining to cone-beam computed tomography (CBCT).
  • Multiple forms are now available as Word files, due to member practices reporting their office software will not accept uploads of the PDF versions:
    • Consent for Radiologic Services & Acknowledgement of Scope of Services 
    • Under 18 Medical History Form
    • Adult Medical History Form 
    • History Form for Patient with TMD
    • Medical Summary Report Form
    • Media Release for Members 
    • Mouthguard Release & Waiver 
    • Braces in the Military Form 
    • Confirmation of Eligibility for Orthodontic Services 
    • Patient Clear Aligner Supplemental Informed Consent 
    • Obstructive Sleep Apnea Informed Consent 
    • Ortho Supplemental Informed Consent

Note that the Word versions of forms include legal clarifications on page 1 that members should read and follow because if a form is downloaded and modified in any way, it is no longer legally “protected” by the AAO.

Consistent fonts are now being applied as all forms are updated so that eventually, all AAO-generated forms used within a practice will have a uniform appearance.

The Council on Orthodontic Practice’s annual modifications to selected forms are based in part on feedback from members. If you would like to share feedback on a form with COOP, please contact staff liaison Michelle Ritterskamp at [email protected].

Access Downloadable Forms and Releases

*Many forms are available in print for purchase at the AAO Online Store. Printed versions including the most recent updates will not be immediately available, however.