Invisalign Patient Transfer Authorization Form
The Invisalign Patient Transfer Authorization Form is designed for both the releasing doctor and the accepting doctor to authorize the transfer of a patient’s records. This form ensures that all medical records, including ClinCheck files, are legally authorized for transfer. Use this form to facilitate a smooth transition for patient care between doctors.
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How do I fill this out?
To fill out the Invisalign Patient Transfer Authorization Form, start by completing the patient information section. Next, the current doctor must provide their signature and the reason for transfer. Finally, the accepting doctor should complete their section and sign to indicate their acceptance of the patient and responsibility for future charges.

How to fill out the Invisalign Patient Transfer Authorization Form?
1
Enter the patient’s personal information.
2
Current doctor signs the authorization for transfer.
3
New doctor completes their information and signs.
4
Ensure all necessary signatures are in place.
5
Fax the completed form to the provided number.
Who needs the Invisalign Patient Transfer Authorization Form?
1
Current treating doctors need this form to release patient records securely.
2
New treating doctors require this form to accept patients and their comprehensive history.
3
Patients may need this form when changing doctors for continuity of care.
4
Dental practices need this authorization to manage patient transfers efficiently.
5
Legal representatives might require this form to access patient records on behalf of a patient.
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Sharing the PDF created on PrintFriendly is easy. Users can share the document via email or directly download it to their devices for distribution. This functionality simplifies collaboration between doctors during the transfer process.
How do I edit the Invisalign Patient Transfer Authorization Form online?
With PrintFriendly, editing this PDF is simple and intuitive. Users can easily make changes to the text fields to ensure that all patient and doctor information is accurate. The platform allows for adjustments and updates, enhancing the document's customization.
1
Upload the PDF to PrintFriendly.
2
Click on the text fields to edit any information.
3
Add or remove content as necessary.
4
Review all changes to ensure accuracy.
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Download or print the edited PDF.

What are the instructions for submitting this form?
To submit the Invisalign Patient Transfer Authorization Form, complete all required fields accurately. Once filled, fax it to Align Customer Care at 408-790-0670. Make sure to keep a copy for your records and consult with the patient or legal guardian if applicable to ensure all signatures are provided.
What are the important dates for this form in 2024 and 2025?
No specific important dates are applicable for this form in 2024 and 2025, but ensure to check for any new guidelines or changes in procedures from Align Technology.

What is the purpose of this form?
The purpose of this form is to facilitate the transition of a patient's care between different doctors. It safeguards the patient's medical records while ensuring the new doctor is informed and responsible for the patient's ongoing treatment. This formal authorization helps maintain continuity of care, mitigating any risks associated with record transfers.

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

- 1. Patient Information: Section requiring the patient’s name, gender, date of birth, and patient number.
- 2. Release of Patient: Authorization part where the current doctor must provide their consent and details.
- 3. Acceptance of Patient: Section for the new doctor to accept the patient and assume responsibility for future charges.
- 4. Signature Fields: Spaces for signatures from both the releasing and accepting doctors.
- 5. Patient’s Signature: Area where the patient or legal guardian must sign if they are submitting the form without the current doctor's authorization.
What happens if I fail to submit this form?
If you fail to submit this form, the patient’s treatment transfer cannot be processed. This may lead to delays in receiving necessary care and can affect the patient's ongoing treatment plan. Ensuring timely submission is vital to prevent any interruptions in the patient's dental care.
- Delay in Treatment: Not submitting the form can cause delays in the patient's treatment as their records won’t be transferred.
- Inaccurate Records: Without proper authorization, there is a risk of miscommunication or incomplete records being handled by the new doctor.
- Liability Issues: Failure to follow the proper transfer procedure may expose both doctors to potential liability concerning patient care.
How do I know when to use this form?

- 1. Doctor Change: Use this form when a patient requests to change their treating Invisalign doctor.
- 2. Continuity of Care: Helps ensure that patient records are shared between doctors for uninterrupted care.
- 3. Record Keeping: Maintains accurate medical records and history throughout the transition process.
Frequently Asked Questions
What is the purpose of the Invisalign Patient Transfer Authorization Form?
The purpose of this form is to legally authorize the transfer of a patient’s records from one Invisalign doctor to another, ensuring continuity of care.
How do I fill out the form using PrintFriendly?
To fill out the form, simply upload it to PrintFriendly, edit the required fields, and then use the signature tool for the necessary signatories.
Can I edit the form after I download it?
Yes, you can edit the form within PrintFriendly before downloading it to make sure all details are accurate.
Is it necessary to fax the completed form?
Yes, the completed form must be faxed to Align Customer Care at 408-790-0670 for processing.
What if the current doctor doesn't sign the form?
In certain cases, if the current doctor cannot sign, the patient can authorize the transfer with their signature and the new doctor's signature.
How can I share the PDF with others?
PrintFriendly allows you to download the PDF and share it via email or print it for physical sharing.
What types of records are covered in this transfer?
The transfer includes all medical records such as x-rays, treatment history, and prescriptions essential for continuity of care.
How long is the authorization valid?
The authorization remains valid for three years from the date of signing.
Are there any fees associated with this transfer?
Align Technology does not cover any costs incurred during the transfer process, and associated fees must be settled by the transferring doctor.
Where can I find this form?
You can find the Invisalign Patient Transfer Authorization Form on the PrintFriendly website or directly from Align Technology's resources.
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