Often times orthodontic patients will want to transfer their treatment to a new office. This can be done in a number of ways, but the most common is to have the patient sign a release form transferring their records to the new office. Another way is for the patient and staff at the original office to work together to create an electronic bill of health that lists all treatments performed at the old office and includes copies of all referrals and any paperwork related to the treatment that was performed.