• Welcome to Marshall Orthodontics!

    Please assist us by completing the form below :)
  • Birthdate:*
     - -
  • Format: (000) 000-0000.
  • Responsible Party Information

    The Responsible Party is the person who will be financially responsible for orthodontic treatment and must be at least 18 years of age.
  • Is the Patient the same person as the Responsible Party?*
  • Format: (000) 000-0000.
  • Dentist Information

  • Does the Patient have a dentist that they see regularly?*
  • Dental Insurance

    Please provide as much information as possible to help us accurately determine any insurance benefit you may have.
  • Does the Patient Have Dental Insurance?*
  • Select one:
  • Please enter the information for the patient’s dental insurance, such as the coverage used for dental cleanings and fillings. If medical and dental insurance are through the same company, please use the information for the patient’s dental coverage.

  • Please upload the card for the patient’s dental insurance, such as the coverage used for dental cleanings and fillings. Use a medical insurance card only if the same card also serves as the patient’s dental insurance card.

    Before taking the photo, make sure the camera is focused and the entire card is visible. Check that all text and numbers are clear and readable.

  • Dental Insurance Card – Front
  • Dental Insurance Card – Back
  • This Dental Insurance is which of the following:
  • Dr. Marshall first checks whether your case may qualify for Medicaid coverage based on criteria that Medicaid provides to assess medical necessity. For cases submitted, Medicaid decides coverage based on your records and its own requirements. Medicaid generally does not cover Phase I (early) orthodontic treatment.

  • Subscriber / Policy Holder's Birthdate*
     - -
  • Please provide one of these so that we may locate your policy:*
  • Secondary Dental Insurance

    Please provide as much information as possible to help us accurately determine any insurance benefit you may have.
  • Does the Patient have Secondary Dental Insurance?*
  • Select one:
  • Please enter the information for the patient’s dental insurance, such as the coverage used for dental cleanings and fillings. If medical and dental insurance are through the same company, please use the information for the patient’s dental coverage.

  • Please upload the card for the patient’s dental insurance, such as the coverage used for dental cleanings and fillings. Use a medical insurance card only if the same card also serves as the patient’s dental insurance card.

    Before taking the photo, make sure the camera is focused and the entire card is visible. Check that all text and numbers are clear and readable.

  • Dental Insurance Card – Front
  • Dental Insurance Card – Back
  • This Secondary Dental Insurance is which of the following:
  • Dr. Marshall first checks whether your case may qualify for Medicaid coverage based on criteria that Medicaid provides to assess medical necessity. For cases submitted, Medicaid decides coverage based on your records and its own requirements. Medicaid generally does not cover Phase I (early) orthodontic treatment.

  • Subscriber / Policy Holder's Birthdate*
     - -
  • Please provide one of these so that we may locate your policy:
  • HSA / FSA Funds

  • Do you plan to use Health Savings Account (HSA) or Flexible Spending Account (FSA) funds for treatment?*
  • How Did You Learn About Our Office?

  • Please check all that apply:*
  • Have you ever met Dr. Marshall?*
  • Have you or the patient ever met Dr. Marshall?*
  • Did you receive a physical/written referral from a dentist?*
  • Please take a photo of the referral*
  • Help Us Understand Your Priorities

    In addition to having a customized orthodontic plan that will meet your orthodontic needs, please help us understand if any of these other common priorities are also important to you.
  • From this list, which deserves the most consideration?*
  • From the remaining items, what matters next?*
  • Which remaining item would you choose third?*
  • Should be Empty: