Fill in Your Aao Transfer Form

When transferring care between orthodontic providers, several important documents are often required alongside the AAO Transfer Form. These documents help ensure a smooth transition and provide essential information about the patient's treatment history and needs. Below is a list of commonly used forms and documents.

• Patient Consent Form: This document grants permission for the new orthodontist to access the patient's records and continue treatment. It often requires the signature of the patient or guardian.
• Medical History Form: This form captures the patient's overall health and any medical conditions that could impact treatment. It is crucial for the new provider to understand any special health concerns.
• Treatment Summary Report: A detailed account of the treatment already provided, including procedures completed, appliances used, and progress made. This summary helps the new provider assess the patient's current status.
• FedEx Release Form: This authorization tool allows customers to designate a specific delivery location for packages in their absence, ensuring safe delivery without a required signature. For more information on this form, visit Templates and Guide.
• Financial Agreement: This document outlines any financial arrangements made with the previous provider, including outstanding balances and payment plans. It is important for the new office to be aware of these details.
• Radiographic Records: Copies of X-rays and other imaging studies that provide insight into the patient's dental structure and treatment needs. These records are vital for planning further treatment.
• Progress Notes: Notes from previous appointments detailing patient cooperation, treatment responses, and any issues encountered during treatment. This information is essential for continuity of care.
• Initial and Progress Casts: Dental casts created at the beginning of treatment and during progress checks. These models help the new provider visualize the patient's dental changes over time.

Ensuring that all relevant documents are included in the transfer process is essential for the patient's ongoing care. Timely and accurate communication between providers can significantly enhance the treatment experience for the patient. Act promptly to gather these documents to facilitate a seamless transition.

When filling out the AAO Transfer form, there are important guidelines to follow to ensure the process goes smoothly. Here are some do's and don'ts:

• Do provide accurate and complete patient information, including name, birth date, and contact details.
• Do include a clear treatment history and any significant concerns regarding the patient's health.
• Do ensure that all signatures are obtained where required, including from the patient or guardian.
• Do check that all sections of the form are filled out before submission.

• Don't leave any fields blank that are necessary for the transfer process.
• Don't omit important details about the treatment plan or progress, as this can hinder the new provider's understanding.
• Don't forget to inform the patient or guardian about potential changes in treatment costs after the transfer.
• Don't rush through the form; take the time to review all information for accuracy.

1. What is the purpose of the AAO Transfer Form?

   The AAO Transfer Form is designed to facilitate the transfer of a patient's orthodontic records from one provider to another. This process is essential when a patient changes orthodontists during their treatment. The form ensures that the new orthodontist has all necessary information regarding the patient's treatment history, current status, and financial arrangements. By using this form, both the transferring and receiving orthodontists can provide seamless care for the patient.

2. What information is required on the AAO Transfer Form?

   The form requires comprehensive details about the patient, including their name, birth date, contact information, and social security number. It also requires information about the responsible party and their relationship to the patient. Additionally, the form includes sections for treatment analysis, patient concerns, treatment plans, and progress. Details about appliances used, patient cooperation, financial status, and available records for transfer are also necessary. This thorough documentation helps ensure continuity of care.

3. How does the transfer process affect treatment fees?

   Patients should be aware that transferring orthodontic care may lead to changes in treatment fees. The AAO Transfer Form includes a disclaimer indicating that orthodontic treatment fees can vary significantly across different providers. Patients are advised that the total cost of their treatment may increase upon transfer, and they should discuss any financial implications with both their current and new orthodontists.

4. What records are typically included in the transfer?

   The AAO Transfer Form outlines several types of records that may be included in the transfer. These can consist of initial and progress casts, cephalometric tracings, panoramic images, CBCT scans, intra-oral scans, x-rays, and facial and intraoral photographs. The form allows the transferring orthodontist to specify which records are being sent and whether duplicates are available upon request. This ensures that the new provider has a complete understanding of the patient's treatment history.

5. How can patients ensure a smooth transfer of their records?

   To facilitate a smooth transfer, patients should complete the AAO Transfer Form accurately and thoroughly. They must authorize their current orthodontist to release their records to the new provider. It is also beneficial for patients to communicate openly with both their current and new orthodontists about any specific concerns or requirements related to their treatment. This proactive approach can help avoid delays and ensure that the new provider has all necessary information to continue care effectively.