Pre-worded templates

Orthodontic contract wording options for office approval.

These are starter templates for beta review. They are not legal advice and must be approved by Smile With Style before live patient use.

Verify wording Sign BAA approval first Open beta signing

How to use

BAA first, wording second, patient use last.

The first signed client document should be the BAA/vendor approval. After that, the office can approve which contract wording should be used in the signing flow.

Simple operation: pick the template type, replace generic wording with office-approved language, verify the checklist at the bottom, then send only demo-safe contracts until the BAA, staff training, access policy, retention policy, Brevo authorization, and go-live approval are complete.

Template categories

Contracts an orthodontic office can offer digitally.

These categories come from common orthodontic business workflows: treatment consent, payment responsibility, appliances, missed visits, records, retention, and transfers.

Treatment

Comprehensive Treatment Agreement

For full braces or full orthodontic treatment starts.

Treatment goals and limits
Patient cooperation
Estimated treatment time
Risks, delays, and oral hygiene

Aligners

Clear Aligner Agreement

For Invisalign or similar aligner care.

Wear-time responsibility
Lost or damaged trays
Refinement rules
Retention after treatment

Phase I

Early Treatment Agreement

For limited child or interceptive orthodontic care.

Growth and development limits
Parent/guardian cooperation
Future Phase II possibility
Appliance rules

Finance

Financial Responsibility Agreement

For payment plan and account-owner approval.

Down payment
Monthly payment
Insurance estimate
Returned payment and past-due rules

Policy

No-Show and Appointment Policy

For missed visits, late arrivals, cancellations, and rescheduling.

Late arrival rule
Short-notice cancellation
Treatment delay notice
Possible office fee language

Retention

Retainer and Post-Treatment Agreement

For retainers, relapse risk, replacement costs, and long-term wear.

Retainer wear schedule
Lost retainer cost
Relapse responsibility
Follow-up visits

Transfer

Transfer or Early Termination Agreement

For ending care, moving offices, or transferring records.

Completed services
Balance/refund calculation
Records release
New provider responsibility

Emergency

Broken Appliance and Emergency Policy

For brackets, wires, aligners, retainers, and urgent care rules.

Repair reporting
Comfort guidance
Replacement fees
Emergency contact steps

Records

Records, Privacy, and Edge Upload Notice

For explaining the Codee bridge without replacing Edge.

Digital signature consent
PDF bridge copy
Edge upload destination
PHI gate before production

Verification

Template wording approval checklist.

This section should be completed by the office before a template is used for real patients.

Clinical wording

Doctor/approver reviewed treatment and risk language. Appliance, aligner, emergency, and retention wording is accurate.

Financial wording

Fees, insurance estimates, refund, transfer, and late payment wording are approved. No unsupported guarantees or unapproved policies are included.

Workflow wording

Edge remains the final record destination. Codee bridge storage and download wording is approved.

Required sign-off *

By completing this block, the office confirms which wording can move into the digital contract bridge. This does not unlock PHI by itself.

Approver name * Approver title * Approver email * Approved template type * Approval note *

Signature *

Complete all required fields, check every verification box, and draw a signature.

Template approval status will appear here.