How to Switch Dentists Without Losing Your Records or Coverage

There are many reasons to switch dentists — you've moved to a new neighbourhood, your current dentist retired, your coverage changed, or you simply want a better fit. Whatever the reason, the process is straightforward when you know the steps.

Step 1: Find Your New Dentist First

Before ending your relationship with your current dentist, identify your new one. Use DrGreat to search for CDCP-accepting clinics in your area that match your needs in terms of location, language, and specialty. Book a new patient consultation before formally switching.

Step 2: Request Your Dental Records

You are legally entitled to your dental records in Canada. Contact your current dentist's office and request a copy of your records, including X-rays, treatment history, and any existing treatment plans. There may be a small administrative fee for this.

Step 3: Transfer Your Records to the New Clinic

You can either pick up your records directly and bring them to your new dentist, or authorize your old clinic to send them directly. Most clinics prefer to receive records electronically or via secure mail.

Step 4: Update Your CDCP Provider

CDCP benefits follow the patient, not the clinic. You do not need to do anything special with your coverage when switching dentists — simply provide your new clinic with your CDCP member information at your first visit, and they will verify your eligibility directly with Sun Life.

Step 5: Schedule a Comprehensive Exam at Your New Clinic

Even if you had a recent checkup, your new dentist will typically want to complete their own baseline examination to understand your current dental health and identify any ongoing treatment needs.