Free Orthodontics Contract Form in PDF

Free Orthodontics Contract Form in PDF

An Orthodontics Contract form is a vital document between a patient or the patient’s guardian and the orthodontic practice. It outlines the terms of treatment, financial agreements, insurance benefits, payment schedules, and responsibilities of both parties. If you are considering orthodontic treatment, reviewing and understanding this contract is essential before beginning your journey to a healthier smile. Click the button below to fill out your Orthodontics Contract form.

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In the realm of orthodontic care, understanding the specifics of the Orthodontics Contract form is essential for both patients and their guardians. Drafted by Great Whites Pediatric Dentistry & Orthodontics, this document lays down the groundwork for financial and treatment obligations concerning orthodontic services. It meticulously details the treatment agreement including the patient's name, associated costs, payment schedules, and insurance benefits. Highlighted within the contract are the total fee for the orthodontic treatment, initial fees due upon placement of appliances, and subsequent monthly fees. Additionally, the contract outlines what the fees cover, which notably includes the active tooth movement phase of treatment typically spanning twelve to twenty-four months, alongside a year of retention and observations post the active phase. The document also clarifies what it does not cover, such as fees for clear braces, costs for repair of excessive broken braces, penalties for missed appointments without proper notice, and charges for lost or broken appliances. Critically, it underlines the patient or responsible party’s liability in instances where insurance coverage falls short or is terminated. The form concludes with a segment for acknowledgment by the responsible party, emphasizing the importance of comprehension and compliance with the financial policies set forth for the duration of the orthodontic treatment.

Preview - Orthodontics Contract Form

GREAT WHITES PEDIATRIC DENTISTRY & ORTHODONTICS

DAWN SOSNICK, D.D.S. • REGINA HENDRICKS, D.D.S. • MARIKA CHIKVASHVILI, D.D.S. 755 PARK AVE, SUITE 180 • HUNTINGTON, NY 11743 • 631-261-5100

CONTRACT FOR ORTHODONTIC TREATMENT

THE FOLLOWING IS AN AGREEMENT FOR ORTHODONTIC TREATMENT FOR:

PATIENT ____________________________________________________________DATE________________________________________________

PLEASE READ THIS EXPLANATION CAREFULLY. FEEL FREE TO ASK ANY QUESTIONS YOU MAY HAVE ABOUT THE TREATMENT OR FINANCES.

FEES:

THE TOTAL FEE FOR ORTHODONTIC TREATMENT IS $ ______________________

1) INSURANCE BENEFIT

$ ______________________

2) INITIAL FEE

$ ______________________ (DUE WHEN APPLIANCES ARE PLACED.)

3) MONTHLY FEE

$ ______________________ (DUE BY THE 10TH OF EACH MONTH.)

THE INITIAL FEE IS DUE WHEN APPLIANCES ARE PLACED. THE MONTHLY FEE IS DUE BY THE 10TH OF EACH MONTH. OFFICE POLICY REQUIRES THAT AN ACCOUNT HAVE NO OUTSTANDING BALANCE PRIOR TO THE REMOVAL OF APPLIANCES. THIS PAYMENT PLAN HAS BEEN DEVISED FOR YOUR CONVENIENCE. THE FREQUENCY OF VISITS HAS NO BEARING ON THE PAYMENT SCHEDULE.

WHAT THIS COVERS:

THE FEE FOR ORTHODONTIC SERVICES COVERS THE ACTIVE, TOOTH MOVEMENT PHASE OF ORTHODONTIC TREATMENT. THIS USUALLY RUNS FROM TWELVE TO TWENTY-FOUR MONTHS. IN ADDITION, THE FEE COVERS TWELVE MONTHS OF RETENTION AND OBSERVATIONS.

WHAT THIS DOES NOT COVER:

ADDITIONAL FEES WILL BE INCURRED FOR:

CLEAR BRACES

EXCESSIVE BROKEN BRACES

BROKEN APPOINTMENTS WITHOUT 24 HOURS NOTICE

LOST OR BROKEN APPLIANCES (E.G. HEAD GEAR, RETAINER)

UNPREDICTABLE GROWTH COMPLICATIONS REQUIRING EXTENDED TREATMENT

ORTHODONTIC INSURANCE:

THE PATIENT OR RESPONSIBLE PARTY IS SOLELY RESPONSIBLE FOR TREATMENT FEES. INSURANCE IS ACCEPTED AS PARTIAL PAYMENT. THIS FORM ESTIMATES YOUR INSURANCE BENEFIT FOR YOUR CONVENIENCE. IF YOUR INSURANCE IS LESS THAN ESTIMATED OR IS CANCELLED ANY TIME DURING TREATMENT YOU WILL BE RESPONSIBLE FOR ANY OUTSTANDING BALANCE ON YOUR ACCOUNT.

RESPONSIBLE PARTY ___________________________________________________________________DATE __________________________

Document Specs

Fact Name Detail
Clinic Information GREAT WHITES PEDIATRIC DENTISTRY & ORTHODONTICS is located at 755 Park Ave, Suite 180, Huntington, NY 11743. The dentists include Dawn Sosnick, D.D.S., Regina Hendricks, D.D.S., and Marika Chikvashvili, D.D.S.
Purpose of Document This document serves as a contract for orthodontic treatment between the patient (or responsible party) and the dental clinic.
Initial and Monthly Fees The contract outlines an initial fee due at the time appliances are placed and a monthly fee due by the 10th of each month.
Insurance Orthodontic insurance is recognized as partial payment toward the total treatment fee. The patient or responsible party is accountable for any shortfall or outstanding balance if insurance coverage changes.
Payment Policy The clinic's policy stipulates that all accounts must be fully settled before removal of orthodontic appliances.
Coverage of Fees The orthodontic treatment fee includes the active tooth movement phase (usually 12 to 24 months) and 12 months of retention and observation.
Exclusions Additional fees will be incurred for clear braces, excessive broken braces, missed appointments without 24 hours notice, and lost or broken appliances, among other exceptions.
Governing Law The contract is subject to the laws and regulations of New York State, given the location of the clinic in Huntington, NY.

Instructions on Writing Orthodontics Contract

Completing an Orthodontics Contract form is a crucial step in initiating orthodontic treatment. This form outlines the agreement between the patient or responsible party and the orthodontic practice, detailing the financial and treatment terms. This agreement includes essential information such as treatment fees, insurance benefits, and the responsibilities of each party. It is important to understand each section of the form to ensure there are no surprises during the course of treatment. Proper completion of this form ensures a clear understanding of the financial and treatment expectations.

  1. Start by entering the patient's full name where it says "PATIENT" to identify who the orthodontic treatment is for.
  2. Fill in the current date next to the patient's name to document when the agreement is being made.
  3. Under the "FEES" section, note the total fee for the orthodontic treatment in the space provided.
  4. Record the estimated insurance benefit amount, if applicable, to understand how much of the total fee will be covered by insurance.
  5. Enter the initial fee required when the appliances are placed. This is a one-time fee due at the start of treatment.
  6. Specify the monthly fee amount that will be due by the 10th of each month until the treatment is completed.
  7. Review what the orthodontic services fee covers, including the active tooth movement phase and twelve months of retention and observations. Ensure you understand the extent of services provided before proceeding.
  8. Acknowledge the additional costs that are not covered by the initial fee, such as clear braces, broken appliances, or extended treatment due to unpredictable growth complications. This will prepare you for any potential extra expenses.
  9. Understand that the "ORTHOdontic INSURANCE" section states the patient or responsible party is ultimately responsible for treatment fees, and insurance is considered a partial payment. Be aware of your responsibility for any outstanding balance in case the insurance benefit is less than estimated or if insurance is cancelled.
  10. Finally, the "RESPONSIBLE PARTY" section requires the name and signature of the individual financially responsible for the treatment. This should be filled out by the person agreeing to pay the treatment fees and other costs associated with the orthodontic care.
  11. Make sure to review the form thoroughly and ask any questions regarding the treatment or finances before signing and dating the form to ensure all information is accurate and understood.

By following these steps carefully, you can accurately complete the Orthodontics Contract form, ensuring a clear agreement between you and the orthodontic practice. This preparation helps in managing expectations and in making the treatment process as smooth as possible for all parties involved.

Understanding Orthodontics Contract

What does the Orthodontic Treatment contract cover?

The contract for orthodontic treatment covers the active, tooth movement phase of orthodontic treatment, typically spanning twelve to twenty-four months. Additionally, it includes twelve months of retention and observation following the active treatment phase. This comprehensive approach ensures that patients receive full care through the critical stages of alignment and stabilization.

Is there an initial fee for starting orthodontic treatment, and when is it due?

Yes, there is an initial fee required to begin orthodontic treatment. This fee is due when the appliances, such as braces or aligners, are first placed on the patient's teeth. It represents the starting point of financial commitment to the orthodontic process and helps cover the immediate costs associated with initiating treatment.

How are monthly fees for orthodontic treatment handled, and when are they due?

Monthly fees for orthodontic treatment are due by the 10th of each month. These fees are part of a structured payment plan designed for the patient's convenience, allowing for an evenly distributed financial responsibility over the course of treatment. It's important to note that the frequency of orthodontic visits does not affect the monthly payment schedule; payments are due each month regardless of appointment occurrences.

What does the orthodontic treatment fee not cover?

The orthodontic treatment fee does not cover several specific situations, including the use of clear braces, excessive broken braces, missed appointments without 24-hour notice, lost or broken appliances such as headgear or retainers, and unpredictable growth complications requiring extended treatment. These instances will incur additional fees beyond the originally agreed-upon treatment cost.

What happens if there is an outstanding balance before the removal of appliances?

The office policy strictly requires that all outstanding balances be settled prior to the removal of any orthodontic appliances. This policy ensures that the financial obligations are met in full, allowing for the successful completion of the orthodontic treatment process without financial discrepancies.

How does orthodontic insurance work with this contract?

Orthodontic insurance is accepted as a partial payment toward the total fee of the treatment. The contract provides an estimate of the insurance benefit for convenience, but the patient or responsible party remains accountable for all treatment fees. If insurance coverage falls short of the estimate or is cancelled at any point during the treatment, the patient or responsible party will be liable for the remaining balance on the account.

What are the responsibilities of the patient or responsible party in terms of treatment fees?

The patient or responsible party is solely responsible for the full payment of treatment fees. This responsibility includes covering any shortfall from insurance estimates or dealing with insurance cancellations, ensuring that the treatment progresses without financial interruption.

What happens if appliances are lost or broken, or if there are extensive broken braces?

If appliances are lost or broken, or if there are instances of excessive broken braces, additional fees will be incurred. These situations represent unforeseen expenses outside the standard treatment plan and require additional resources and materials to address, resulting in extra charges to the patient or responsible party.

Are there any charges for missed appointments?

Yes, missed appointments without at least a 24-hour notice will incur extra charges. This policy is in place to ensure the efficient use of the orthodontic practice's resources and to encourage responsible scheduling practices by patients. It helps to keep the treatment plan on schedule and maximizes the availability of services to all patients.

Common mistakes

Filling out an orthodontics contract form is an important step in securing proper dental care, but it's easy for patients or guardians to make crucial errors. A common mistake is not thoroughly reading the entire contract before signing it. This document not only outlines financial commitments but also details what is included in the treatment and what will be considered additional costs. By glossing over the terms, individuals might miss critical information about potential extra fees for services like clear braces or if unexpected complications arise necessitating extended treatment.

Another frequent oversight is inaccurately reporting insurance information. Patients often enter estimated insurance benefits without verifying the precise amount covered or misunderstanding how orthodontic coverage works. It's vital to confirm the specific benefits with the insurance provider beforehand since any discrepancies in coverage can lead to unexpected out-of-pocket expenses. Additionally, it is crucial to update the orthodontic office if there's any change in insurance status to avoid being surprised by a sudden financial burden.

Errors in filling out personal details, such as the patient's name and date, might seem minor but can lead to significant administrative headaches. Misspellings, incorrect dates, and incomplete information can delay the processing of the contract or insurance claims, potentially postponing the start of treatment.

Many people neglect to consider the timeline of payments detailed in the contract. The contract specifies when initial fees are due and sets a monthly schedule for subsequent payments. Missing these deadlines can result not only in late fees but can also interrupt the treatment plan. Understanding and planning for these financial commitments are essential for a smooth treatment process.

Not preparing for additional costs that are not covered by the standard treatment fee is another common pitfall. The contract clearly states that certain situations, such as broken braces or appointments missed without adequate notice, will incur additional fees. Patients often overlook these clauses, leading to unexpected charges that can strain budgets.

Underestimating the importance of retention and observation is often reflected in how people perceive the contract. The contract covers a period of retention following active treatment, which is crucial for maintaining results. However, individuals might not consider the significance of this phase and the commitment required to ensure the success of their treatment in the long term.

Many fail to inquire about or misunderstand the policy regarding the removal of appliances. The contract states that all balances must be settled before the removal of orthodontic appliances. This can be surprising for those who have not allocated funds for the full treatment, expecting to spread costs more evenly throughout the treatment period or even after the removal of braces.

Another error lies in not properly acknowledging or understanding the office policy on insurance benefits. While the office accepts insurance as partial payment, the responsibility for ensuring that the insurance company pays the anticipated amount falls on the patient or the responsible party. Not verifying or misunderstanding the extent of coverage can lead to a mismatch between expected and actual benefits, complicating financial planning.

Lastly, the mistake of not asking questions or seeking clarifications about any part of the contract can lead to misunderstandings and misaligned expectations. Whether it's about the treatment's scope, financial terms, or office policies, open communication with the orthodontic practice is essential to ensure a clear understanding and smooth treatment experience.

Documents used along the form

When entering into an orthodontic treatment plan, a comprehensive approach is often necessary for both clinical and administrative processes. The Orthodontics Contract form functions as a formal agreement, laying out the terms of treatment, payment, and insurance. However, this document rarely stands alone in the continuum of care. Several other forms and documents commonly accompany the Orthodontics Contract form, each serving a unique and integral role in ensuring a well-documented and legally sound treatment process.

  • Medical History Form: This document collects comprehensive medical information about the patient, including past surgeries, ongoing medications, and known allergies. Its purpose is to ensure the orthodontic treatment plan is safe and tailored to the patient's health needs.
  • Informed Consent Form: Prior to beginning treatment, patients (or their guardians) are required to sign an Informed Consent form. This document outlines the risks, benefits, and alternatives of the proposed orthodontic treatment, ensuring the patient's understanding and agreement.
  • Privacy Practices Acknowledgement: In compliance with health information privacy laws, this form confirms that the patient has received a copy of the dental practice’s privacy policy and understands how their personal health information will be used and shared.
  • Payment Agreement Form: While the Orthodontics Contract includes basic payment information, a detailed Payment Agreement Form often goes further to outline specific payment schedules, late fees, and methods of payment accepted by the practice.
  • Treatment Plan Form: This detailed document outlines the specific procedures to be performed, estimated treatment duration, and the goals of the orthodontic treatment. It serves as a roadmap for both patient and provider.
  • Insurance Authorization and Assignment Form: This form allows the orthodontic practice to directly bill the insurance company for covered services and receive payment. It also clarifies the assignment of insurance benefits to the provider.
  • Appointment Schedule: Typically, a document or card is provided to the patient listing future appointment dates and times. This helps manage the patient's treatment timeline and ensures regular follow-up and adjustments.

Together with the Orthodontics Contract form, these documents create a framework that supports clear communication, legal compliance, and optimal patient care. From initial consultation to the successful conclusion of treatment, each form plays a vital role in documenting the patient's journey, financial arrangements, treatment plan, and legal obligations of all parties involved.

Similar forms

A medical consent form offers a similar structure and purpose to an orthodontics contract form. In both documents, a clear agreement between the patient (or the patient's guardian) and the service provider is outlined, emphasizing consent to undergo a specific treatment or procedure. The medical consent form, like the orthodontics contract, typically includes a detailed explanation of the procedure, potential risks, benefits, and the patient's rights. This ensures that the patient or guardian is well-informed and agrees to the treatment plan, understanding their financial responsibilities and the treatment's scope.

The service agreement is another document that shares similarities with an orthodontics contract form. Service agreements are used across various industries and define the terms and conditions of the service being provided, including payment terms, duration, and the parties' obligations. Like an orthodontics contract, these agreements aim to set clear expectations for both service providers and clients to prevent misunderstandings and ensure a smooth transaction. Although the contexts may differ, the core elements of defining services, payment schedules, and responsibilities are common to both documents.

A dental treatment plan resembles an orthodontics contract form as it outlines the specific treatments a patient will undergo, including the costs, duration, and goals of the treatment. Both documents are designed to keep patients informed about their care, ensuring they understand the financial commitment and the treatment's scope. Dental treatment plans, however, might offer a broader range of procedures compared to the more specialized focus of orthodontics contracts, but the emphasis on informed consent, treatment descriptions, and payment details is fundamentally consistent across both.

Lastly, a payment plan agreement shares key characteristics with an orthodontics contract form, particularly regarding the structuring of payment schedules for services rendered. These agreements detail the total cost, down payments, monthly payments, and any insurance contributions, much like the orthodontics contract. While payment plan agreements can be used for various services beyond dental care, their purpose in ensuring that clients understand their payment obligations and the terms for financing is closely aligned with the aims of an orthodontics contract form.

Dos and Don'ts

When preparing to complete your Orthodontics Contract form for Great Whites Pediatric Dentistry & Orthodontics, attention to detail and clarity are key. To ensure an accurate and smooth process, here are 10 dos and don'ts to guide you:

Do:

  • Read the entire form carefully before starting to fill it out, to ensure understanding of all the terms and requirements.
  • Use a pen with black or blue ink to ensure all entries are clear and legible.
  • Fill out the patient's name exactly as it appears on their insurance card to avoid any discrepancies.
  • Confirm the total fee for orthodontic treatment and make sure you understand the breakdown, including the initial fee and monthly fees.
  • Fill out the insurance benefit section accurately after verifying the details with your insurance provider to understand what part of the fee will be covered.
  • Enter the date correctly in all specified areas to maintain accurate records.
  • Keep a personal copy of the contract after it is filled out and submitted for your records.
  • Ask questions if any part of the contract or procedures is unclear before signing.

Don't:

  • Leave any fields blank; if a section doesn't apply, write "N/A" to indicate this.
  • Assume insurance will cover the full cost of treatment; confirm benefits prior and understand any potential out-of-pocket expenses.

Taking these steps when filling out your Orthodontics Contract form will ensure clarity, prevent misunderstandings, and help facilitate a smooth treatment process for all parties involved.

Misconceptions

There are several common misconceptions about the Orthodontics Contract form that can lead to confusion. Understanding these can help clarify expectations and responsibilities for both the patient and the dental practice.

  • The contract is only about financial agreements. While it outlines payment schedules, fees, and insurance benefits, it also covers treatment scope, duration, and what's included or excluded in the treatment, emphasizing comprehensive care beyond just the financial aspect.
  • Insurance will cover all costs. The contract clearly states that the patient or responsible party is ultimately responsible for the treatment fees. Insurance is accepted as a partial payment, and any shortcomings or cancellations of the insurance will result in the responsible party owing the remaining balance.
  • Payment schedules are flexible depending on visit frequency. Despite the frequency of orthodontic visits, the payment schedule is fixed, with an initial fee due upon appliance placement and monthly fees due by the 10th of each month.
  • The fee covers every possible orthodontic need. The contract specifies that the fee covers the active phase of treatment and twelve months of retention and observations. However, additional charges will apply for clear braces, broken braces, missed appointments without proper notice, or lost appliances, among others.
  • Missed appointments are inconsequential. Missed appointments without at least 24 hours' notice can incur additional fees, emphasizing the importance of attending scheduled visits or providing timely notice if a cancellation is necessary.
  • Costs are fixed regardless of treatment complications. The contract acknowledges that unpredictable growth complications requiring extended treatment might incur additional fees, highlighting that orthodontic treatment can vary based on individual patient needs and responses.
  • The initial fee is negotiable after treatment starts. The initial fee is due when appliances are placed, establishing a non-negotiable term that underlines the commitment to begin treatment.
  • There's no need to worry if insurance is canceled. If insurance is less than estimated or is canceled during treatment, the responsible party must cover any outstanding balance, underlining the importance of maintaining insurance coverage throughout treatment.
  • Once appliances are placed, the total fee can increase. Additional fees for services not covered in the initial treatment phase, such as clear braces or lost appliances, mean that the total cost can increase based on specific circumstances and treatment needs.
  • Only the patient needs to understand the contract. The contract is an agreement between the orthodontic practice and the responsible party, which may not always be the patient (e.g., a parent or guardian). It's essential that the responsible party fully understands and agrees to the terms laid out in the document.

Correcting these misconceptions ensures that all parties have a clear, mutual understanding of the treatment plan, financial responsibilities, and policies, leading to a smoother and more transparent orthodontic process.

Key takeaways

Understanding the Orthodontics Contract form from Great Whites Pediatric Dentistry & Orthodontics is essential for anyone considering orthodontic treatment. This guide outlines key takeaways to ensure clarity and informed decision-making.

  • Comprehensive Fee Structure: The form clearly outlines the treatment fees, including the initial fee due at the placement of appliances, monthly fees, and insurance benefits. Understanding these fees helps in planning financial obligations effectively.

  • Payment Policies: It's crucial to note that the frequency of orthodontic visits doesn't affect the payment schedule. Also, the practice requires all balances to be cleared before the removal of appliances, emphasizing the importance of timely payments.

  • Coverage Details: The contract specifies what the treatment fee covers, notably the active tooth movement phase and twelve months of retention and observations, aiding in setting clear expectations of the treatment process.

  • Additional Costs: Be aware of potential extra fees for specific scenarios such as clear braces, excessive broken braces, missed appointments without adequate notice, and lost or broken appliances. Knowing these can help in avoiding unexpected expenses.

  • Insurance Responsibilities: While insurance is accepted as partial payment, the responsibility of the treatment fees ultimately falls on the patient or the responsible party. This implies vigilance in understanding insurance coverage and being prepared for any discrepancies in insurance estimates.

Ensuring a thorough understanding of these aspects of the orthodontics contract can lead to a smoother treatment process, minimizing the chances for surprises regarding treatment expectations and financial responsibilities.

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