Patient Management

Forms and Releases

View and download copies of commonly used forms and releases related to these specific areas such as: Patient Transfers, Practice Management, Informed Consent Forms 

A guide that outlines opportunities for personal and professional access to care initiatives by individual AAO members.

Patient Education

Tools designed to help you better educate your patients before, during and after orthodontic treatments.

Other Resources

Dental Benefits Advisory Service Helpdesk

Do you have practice-management or insurance coding questions? Are you encountering issues with third-party payers? Call the AAO’s Dental Benefits Advisory Service hot line, 800-424-2841. Ask for Andrew Wiltsch (ext. 570) or e-mail at

AAO Member Third Party Payer Complaint Form

The AAO’s new Payer Complaint form has been developed for use when members are experiencing problems with third-party payers and carriers that cannot be easily resolved by working with the AAO Dental Benefits Advisory Service staff.

Biphosphonate Information

Get information on recommendations, citations, abstracts and associated consent forms.