Orthodontics Referral Form

Preparing a Complete Orthodontic Referral

A referral is most useful when it gives the orthodontist a clear picture of the patient before the first consultation. Whether the form is completed by a general dentist, a paediatric dentist or a family on their own behalf, a few extra details can make the assessment faster and reduce the need for follow-up questions.

Information worth including

• Reason for referral: a short description of the concern, such as crowding, spacing, an overbite or underbite, a crossbite, jaw discomfort or difficulty chewing.
• Recent radiographs: panoramic or bitewing X-rays taken within the past year can often be shared, which may avoid repeat exposure.
• Photographs or scans: intraoral photos or digital impressions help the orthodontist understand tooth position and bite relationships.
• Dental status: note any untreated decay, gum inflammation or planned extractions, as these usually need attention before braces or aligners are fitted.
• Medical background: allergies, current medication and conditions that may affect treatment or healing.
• Habits: thumb sucking, tongue thrust, mouth breathing or teeth grinding can influence both the diagnosis and the treatment plan.

Timing for children and adults

Many orthodontic organisations suggest that children have a first orthodontic check around the age of seven, when a mix of baby and permanent teeth allows early problems with jaw growth or eruption to be spotted. This does not mean treatment starts straight away; often the outcome is simply monitoring. Adults can be referred at any age, provided the teeth and gums are healthy enough to support tooth movement.

What happens after review

Once the referral has been assessed, the first appointment typically involves an examination, a discussion of goals and, where needed, further records. Treatment options such as fixed braces or clear aligners are then explained, together with expected duration and aftercare. You can read more about our approach on the Treatments page, and practical guidance on preparing for visits is available under Patient Info. If you are unsure whether a referral is needed, it is best to ask your regular dentist for their professional opinion first.