Relating to the sale, design, and manufacture of orthodontic devices.
CriticalImmediate action required
High Cost
Effective:2025-09-01
Enforcing Agencies
Texas State Board of Dental Examiners • Texas Department of State Health Services
01
Compliance Analysis
Key implementation requirements and action items for compliance with this legislation
Implementation Timeline
Effective Date: September 1, 2025
Compliance Deadline: September 1, 2025 (Hard stop: Transactions occurring on or after this date must comply; no phase-in period for active treatments).
Agency Rulemaking: The Texas State Board of Dental Examiners (TSBDE) is expected to issue rules clarifying "recently performed" imaging and acceptable confirmation formats between now and Q3 2025.
Immediate Action Plan
1.Audit IT Systems: Immediately configure CRM/ERP systems to enforce a "no-ship" hold until clinical verification documents are uploaded.
2.Update Intake Protocols: Create standardized digital forms for dentist-partners to electronically sign confirming the exam and x-ray review.
3.Review Data Retention: Verify that your document storage solution complies with the 7-year retention mandate and is audit-ready.
4.Monitor TSBDE: Assign legal counsel to track the Texas Register for proposed rules regarding confirmation formats.
Operational Changes Required
Contracts
MSAs with Dentists: Manufacturers and labs must amend agreements to require dentist-partners to provide "written or electronic confirmation" of the in-person exam and x-ray review.
Indemnification: Strengthen clauses to protect the manufacturer/lab if a provider falsifies the clinical verification.
Teledentistry Networks: Contracts must explicitly assign responsibility for the *in-person* exam and physical record retention to the provider.
Hiring/Training
Sales & Support: Staff must be retrained on the new "hard stop" workflow. No order can move to manufacturing or billing without the verified clinical data packet.
Compliance Officers: Designate personnel responsible for auditing the "confirmation" files to ensure they meet the 7-year retention standard.
Reporting & Record-Keeping
7-Year Retention: You must upgrade data storage to retain dentist confirmations and patient acknowledgments for seven years post-sale.
New Intake Forms: Update patient portals to capture specific dates of in-person exams and x-ray reviews.
Patient Acknowledgment: Implement a mandatory form where the patient signs verifying they received counsel on treatment options and risks.
Fees & Costs
Data Storage: Budget for increased costs associated with long-term secure document retention.
Revenue Impact: Anticipate a drop in conversion rates due to the friction of mandatory in-person visits for previously remote-eligible patients.
Strategic Ambiguities & Considerations
"Recently Performed" X-Rays: The statute does not define a specific timeframe (e.g., 6 months vs. 12 months). Until TSBDE rules are published, adopt a conservative internal standard (e.g., 6 months).
"Service Related to Design": This broad definition likely captures AI-driven treatment planning software. If your software proposes tooth movement, you are subject to these verification requirements even if you do not manufacture the physical aligner.
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In Texas, some companies sell orthodontic devices directly to consumers without confirmation of an in-person dental examination. The bill author has informed the committee that, without such an examination, a patient can be pursuing orthodontics without evaluation to determine the proper treatment and can incur significant damage to their teeth as a result, since some devices may not be an adequate treatment option if an individual has gum disease, short roots, or other dental conditions. H.B. 4070 seeks to protect patients from unsafe medical practices by establishing requirements for a person selling an orthodontic device or providing a service related to the design or manufacture of such a device to patients in Texas, including an in-person examination requirement.
CRIMINAL JUSTICE IMPACT
It is the committee's opinion that this bill does not expressly create a criminal offense, increase the punishment for an existing criminal offense or category of offenses, or change the eligibility of a person for community supervision, parole, or mandatory supervision.
RULEMAKING AUTHORITY
It is the committee's opinion that this bill does not expressly grant any additional rulemaking authority to a state officer, department, agency, or institution.
ANALYSIS
H.B. 4070 amends the Health and Safety Code to prohibit a person from selling an orthodontic device or providing a service related to the design or manufacture of an orthodontic device to a patient in Texas who has not received the following:
·an in-person intraoral dental examination and an examination of the patient's head and neck;
·a review of recently performed x-rays, panoramic x-rays, computed tomography, bone imaging scans, or other appropriate diagnostic imaging sufficient to allow the dentist to detect patient conditions that preclude or contraindicate the provision of safe orthodontic treatment, including:
ountreated caries;
ogingivitis and periodontal disease;
oissues with the roots of teeth in the periodontium, including short roots;
othe presence of an osseointegrated dental implant or other fixed dental appliance;
ofractured, cracked, or split teeth or roots; or
oany other oral pathology or condition that precludes orthodontic treatment;
·a prescription for an orthodontic device issued by:
othe dentist who provided the in-person intraoral dental examination and examination of the patient's head and neck and reviewed the appropriate diagnostic imaging; or
othe dentist who will conduct and monitor the patient's orthodontic treatment and has either received a referral from the patient's dentist who performed the examination or requested, received, and maintained clearance for orthodontic treatment from that dentist;
·counsel by an applicable dentist regarding available orthodontic treatment options and the risks associated with those treatments; and
·a review of the patient's medical and dental health histories.
The required counsel is valid only if the patient acknowledges and verifies in writing, with the patient's signature, that the patient received the counsel. The bill requires the dentist providing the counsel to attach and maintain the patient's written acknowledgment of counsel in the patient's file.
H.B. 4070 requires a person who sells an orthodontic device to a patient in Texas or provides a service related to the design or manufacture of an orthodontic device to either be a dentist who has provided the applicable services under the bill's provisions to the patient or have received written or electronic confirmation from a dentist who has provided those services to the patient.
H.B. 4070 requires a person who sells an orthodontic device to a patient or provides a service related to the design or manufacture of an orthodontic device to maintain any documents received for those purposes for not less than seven years after the date of sale or provision of services. The bill prohibits a dentist from requiring a patient to agree to use a particular type of orthodontic device as a condition of performing the applicable examination or review under the bill's provisions. The bill requires a dentist who provides such an examination and review to provide any records collected for those purposes to another dentist in accordance with Occupations Code provisions relating to a request for a dental record if the other dentist requests the records and if disclosure of a dental record is authorized under Occupations Code provisions relating to dental privilege.
H.B. 4070 defines "orthodontic device" as any class II or class III medical device, as defined by the FDA under applicable federal regulations, excluding a retainer used to keep teeth in a fixed position, that is used in orthodontic treatment to move a patient's teeth or jaw or correct a misalignment or malposition and is manufactured to address the specific orthodontic needs of an individual patient. The bill defines "dentist" as a person licensed to practice dentistry in Texas.
H.B. 4070 applies only to services related to the design or manufacture of an orthodontic device that are provided or an orthodontic device sold on or after the bill's effective date. Services related to the design or manufacture of an orthodontic device that are provided or an orthodontic device sold before the bill's effective date are governed by the law in effect immediately before that date, and that law is continued in effect for that purpose.
HB4070 effectively dismantles the remote-only clear aligner business model in Texas by mandating in-person examinations and x-ray reviews prior to the sale or manufacture of orthodontic devices. Manufacturers and dental laboratories are now legally required to act as compliance gatekeepers, verifying and retaining proof of these clinical prerequisites before fulfilling any orders. Implementation Timeline Effective Date: September 1, 2025 Compliance Deadline: September 1, 2025 (Hard stop: Transactions occurring on or after this date must comply; no phase-in period for active treatments).
Q
Who authored HB4070?
HB4070 was authored by Texas Representative Ann Johnson during the Regular Session.
Q
When was HB4070 signed into law?
HB4070 was signed into law by Governor Greg Abbott on June 20, 2025.
Q
Which agencies enforce HB4070?
HB4070 is enforced by Texas State Board of Dental Examiners and Texas Department of State Health Services.
Q
How urgent is compliance with HB4070?
The compliance urgency for HB4070 is rated as "critical". Businesses and organizations should review the requirements and timeline to ensure timely compliance.
Q
What is the cost impact of HB4070?
The cost impact of HB4070 is estimated as "high". This may vary based on industry and implementation requirements.
Q
What topics does HB4070 address?
HB4070 addresses topics including health, health--general, health--other diseases & medical conditions, occupational regulation and occupational regulation--health occupations.
Legislative data provided by LegiScanLast updated: November 25, 2025
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