Before Your Visit
New Patient Forms & What to Bring
A little preparation makes your first visit quicker and easier. Here’s exactly what we’ll need.

Come Prepared
What to Bring to Your First Visit
Please arrive about 15 minutes early for your first appointment so there’s time to complete your paperwork without feeling rushed. Our reception team is glad to help you fill anything in — just say the word.
Please Bring
Photo ID — a driver’s licence or other identification. Your dental insurance card, if you have coverage, plus your Medicare Advantage card if your plan includes dental benefits. A list of your current medications, including dosages, and any supplements — this genuinely matters, as many medications affect your mouth and some influence how we plan treatment. Your medical history, including any conditions, allergies, recent surgeries and your physician’s name.
If You’re Transferring From Another Dentist
Recent X-rays can often be requested from your previous dentist so you don’t need to repeat them. Give us their name and phone number when you book and we’ll take care of the request.
What the Paperwork Covers
A health history questionnaire, your contact and insurance details, consent for examination and treatment, and our privacy notice. Nothing unexpected — and nothing you’ll be asked to sign without an explanation if you’d like one.
Prefer to Get Started Early?
You can request your appointment online and our team will call to confirm and answer any questions before you arrive.

Your First-Visit Checklist
- Photo ID
- Dental insurance and/or Medicare Advantage card
- Full list of medications and dosages
- Medical conditions, allergies and your physician’s name
- Previous dentist’s details if transferring records
Answers
Related Questions
Can I fill in the forms at home?
Call us at (951) 679-0520 and we’ll arrange the most convenient option for you. Otherwise, arriving 15 minutes early is plenty of time, and our team will happily help you complete anything.
Why do you need my medication list?
Because it directly affects your care. Many common medications cause dry mouth (raising decay risk), some affect bleeding or bone healing, and others interact with anaesthetics or antibiotics. An accurate list keeps your treatment safe.
What if I don’t have dental insurance?
You’re still very welcome. We’ll give you clear information about your options before any treatment begins — see our financing page or just ask us.
Keep Reading
Explore Related Care
Helpful next steps for your smile.
New Patients
What to expect at your visit.
Learn more →Financing & Insurance
Plans and payment options.
Learn more →Request an Appointment
Book your first visit.
Learn more →Ready to Book Your First Visit?
Call (951) 679-0520 or request an appointment online.
(951) 679-052028125 Bradley Road, Suite #210, Menifee, CA 92586 · Mon–Fri 8:00 AM – 5:00 PM (closed 1–2 PM) · Sat–Sun closed
