Edit, Download, and Sign the Invisalign Patient Transfer Form for Medical Records
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How do I fill this out?
Filling out this form requires gathering the patient's information and signatures from relevant parties. Accurately complete all fields to avoid delays in the transfer process. Review your submissions before sending to ensure completeness.

How to fill out the Invisalign Patient Transfer Form for Medical Records?
1
Gather all required patient information including name and ID.
2
Complete both Current and New Treating Provider sections.
3
Obtain all necessary signatures, including that of the patient.
4
Review the form for any missing details or errors.
5
Submit the completed form to Align Technology via email or fax.
Who needs the Invisalign Patient Transfer Form for Medical Records?
1
Current treating providers who need to transfer patient records.
2
New providers receiving patients from another provider for treatment.
3
Patients who want to switch their Invisalign provider.
4
Legal guardians needing to manage patient record transfers for minors.
5
Administrative staff handling patient medical records and their transfers.
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How do I edit the Invisalign Patient Transfer Form for Medical Records online?
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1
Open the PDF in PrintFriendly's editor.
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What are the instructions for submitting this form?
To submit the Invisalign Patient Transfer Form, first complete all necessary fields and ensure all required signatures are obtained. You may email the completed form to casetransfers@aligntech.com or fax it to 408-790-0670. Keep a copy for your records and follow up if you do not receive a confirmation shortly after submission.
What are the important dates for this form in 2024 and 2025?
Currently, there are no specific important dates for this form in 2024 and 2025. However, it's wise to stay informed about any potential changes from Align Technology regarding submission and processing times.

What is the purpose of this form?
The purpose of the Invisalign Patient Transfer Form is to simplify the transition of patient care between providers. This ensures that all relevant medical records are securely transferred to the new provider for continuity of treatment. Proper filling of the form protects both the patient and provider by ensuring accurate documentation and authorization.

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

- 1. Patient Name: Full legal name of the patient.
- 2. Date of Birth: Birthdate in dd/mm/yyyy format.
- 3. Patient ID Number: Unique identification number for the patient.
- 4. Provider's Name: Current treating provider's printed name.
- 5. Provider's Invisalign ClinID: Invisalign identification number for the provider.
- 6. Provider's Signature: Signature of the current treating provider.
- 7. Date Signed: Date the form was signed.
- 8. Practice Address: Complete address of the new treating provider.
What happens if I fail to submit this form?
If this form is not submitted properly, the request for patient record transfer may be delayed. This can lead to interruptions in patient care and compliance issues. It is critical to ensure that the form is complete and accurately reflects the necessary information.
- Delay in Treatment: Failure to submit the form may lead to delays in necessary treatments for the patient.
- Incomplete Transfers: Medical records may not be fully transferred, impacting the new provider's ability to treat the patient.
- Liability Issues: Providers may face liability if records are not transferred properly.
How do I know when to use this form?

- 1. Changing Providers: Patients using this form when transitioning to a new provider.
- 2. Record Transfers: Current providers submitting this form to transfer patient records.
- 3. Legal Documentation: Used as a legal document for record transfers in compliance with health regulations.
Frequently Asked Questions
What is the purpose of the Invisalign Patient Transfer Form?
This form is designed to facilitate the transfer of patient medical records to a new treating provider.
How do I submit the completed form?
You can submit the completed form via email to casetransfers@aligntech.com or by fax to 408-790-0670.
Who can fill out this form?
The form can be filled out by the patient, the current provider, and the new provider.
What information do I need to provide on the form?
You need to provide the patient's name, date of birth, ID number, and signatures from both the current and new providers.
Can I edit the PDF before submitting?
Yes, you can edit the PDF using PrintFriendly’s editing tools before finalizing the form.
What happens if I make a mistake on the form?
If you make a mistake, you can edit the form again until it is correct before submission.
Is there a deadline for submitting this form?
There are no specific deadlines, but it is recommended to submit promptly to avoid delays in care.
Can I share this form with others?
Yes, PrintFriendly allows you to share the form easily through email or a direct link.
Will I get a confirmation after submitting the form?
You will not receive an automatic confirmation, but you can follow up with Align Technology for updates.
Is there a cost associated with the transfer?
Align Technology does not charge for the transfer of medical records; however, the current provider may have outstanding fees.
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