AAO Transfer Form for Patient Treatment Records
This file is an AAO transfer form designed for patients in active orthodontic treatment. It enables the transfer of patient records to a new orthodontist for continuity of care. This document outlines important details and patient history necessary for effective treatment transition.
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How do I fill this out?
To fill out this form, start by entering the patient's personal information and contact details. Next, provide details regarding the patient's treatment history and specific orthodontic appliances used. Finally, sign the authorization section to facilitate record transfer to the new orthodontist.

How to fill out the AAO Transfer Form for Patient Treatment Records?
1
Complete the patient's personal information.
2
Fill in details of the current treatment plan.
3
Document the history of orthodontic appliances used.
4
Provide the necessary dates regarding treatment and records.
5
Sign and date the form to authorize record transfer.
Who needs the AAO Transfer Form for Patient Treatment Records?
1
Orthodontic patients transferring to a new provider.
2
Parents of minor patients seeking orthodontic continuity.
3
Orthodontists needing to share patient records.
4
Insurance companies requiring treatment summaries.
5
Medical professionals coordinating patient care.
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1
Open the AAO transfer form in PrintFriendly.
2
Select the field you wish to edit and enter the updated information.
3
Review all changes to ensure accuracy.
4
Save your edits within the PDF document.
5
Download or share the edited document as needed.

What are the important dates for this form in 2024 and 2025?
The important dates for the AAO transfer form include any upcoming appointments, treatment milestones, and deadlines for record submission in 2024 and 2025. These dates should reflect the patient's ongoing treatment timeline. Ensure all information is both current and relevant to avoid delays in transferring care.

What is the purpose of this form?
The purpose of the AAO transfer form is to facilitate the smooth transition of patient records when an orthodontic patient changes providers. This document ensures that the new orthodontist has all the necessary information regarding the patient's treatment history and future plans. Additionally, it supports continuity of care by enabling effective communication between the transferring and receiving orthodontists.

Tell me about this form and its components and fields line-by-line.

- 1. Patient Information: Fields for entering the patient's name, birth date, and contact details.
- 2. Treatment History: Sections outlining previous treatments, types of appliances used, and any significant medical history.
- 3. Current Treatment Plan: Details regarding the patient's active treatment, including recommendations and timelines.
- 4. Patient Authorization: Signature areas where the patient or guardian authorizes the release of records.
- 5. Transfer of Records: Documentation of what records are being transferred and their current status.
What happens if I fail to submit this form?
Failing to submit the AAO transfer form can lead to delays in treatment continuity and miscommunication between orthodontists. This could result in repeated procedures, increased patient discomfort, or insurance issues. It is crucial to ensure that the form is accurately completed and submitted on time.
- Delayed Treatment: Missing paperwork can hinder the new orthodontist from providing timely care.
- Incomplete Records: Failure to submit may lead to essential information being overlooked.
- Insurance Issues: Inadequate record transfers could complicate insurance approvals for ongoing treatment.
How do I know when to use this form?

- 1. Patient Transfer: When patients change their orthodontists for continued treatment.
- 2. Insurance Changes: In cases where insurance provider changes necessitate a new orthodontic office.
- 3. Relocation: When patients move to a different area and need to find a new orthodontist.
Frequently Asked Questions
What is the purpose of the AAO transfer form?
The AAO transfer form facilitates the transfer of patient records when changing orthodontic providers, ensuring continuity in treatment.
How do I edit the PDF form?
You can edit the PDF directly on PrintFriendly by clicking on the fields and entering your information.
Can I sign the form digitally?
Yes, you can sign the form digitally on PrintFriendly using the signature feature.
How do I share the completed form?
You can share the completed form by generating a shareable link or emailing it from PrintFriendly.
Is there a fee to use the PrintFriendly editor?
Using the PrintFriendly editor is free, allowing you to edit and share your PDF without any cost.
Can I fill out this form on mobile devices?
Yes, the PrintFriendly editor is accessible on mobile devices, allowing you to fill out the form on-the-go.
What if I need to print the form after editing?
You can easily print the form directly from PrintFriendly after making your edits.
Are there any guidelines for filling out the AAO transfer form?
Ensure all information is accurate and complete, and be sure to sign and date the authorization at the bottom.
Can I save my changes to the PDF?
You can download the PDF after editing it, but be sure to save it locally.
What information do I need to provide?
You'll need to provide patient information, treatment history, and sign authorizations for record release.
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