Orthodontic Records
Obtaining and processing records involves integrated systems for:
Excellent diagnostic photographs
Diagnostic study models, Bolton Analysis, Arch Length Analysis, and Model Symmetry Analysis
Diagnostic radiographs
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Gathering the records for the doctor to do a complete diagnosis and treatment plan |
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This course covers:
- The uses of digital photographs
- at the New Patient Exam
- for documentation of special concerns
- for Progress Records
- for Post-treatment documentation
- for enhanced communication with patients, parents, and other practitioners
- The exact criteria of 9 views in a series of photographs
- Patient management and positioning
- Use of retractors and mirrors for intraoral photographs
- Detailed production steps for each view
This course includes two checklists. This course is not camera or photo editing software specific. |

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This course covers every step in producing excellent clinical photographs for dentistry and orthodontics using a compact Digital Camera such as the Sony Cybershot T-Series. It includes:
Two checklists are included. This course uses the Sony T-series for illustrative purposes however, the procedures taught in this course are applicable to producing photographs using other camera models. |
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This is a short course detailing how to manipulate the Sony T-20 settings for effective clinical photography.
The settings for this camera are available in the Checklist section of this course. |
This course covers each setting of the Sony Cybershot T-70 Digital Camera for producing clinical dental photographs. |
This course covers:
The importance of producing excellent alginate impressions
The criteria of an excellent impression
Evaluating a patient prior to an impression
How to select the best impression trays, alginate, and other materials
Impression tray features and fitting an impression tray to a patient
Dimensional stability in impression materials
Measuring alginate impression powder
Measuring water of the correct temperature
Three methods of mixing alginate
Loading mixed alginate impression material into an impression tray
Producing an excellent mandibular impression
Producing an excellent maxillary impression
Removal of the impression from the patient’s mouth
Packaging of impressions to send to a lab
Methods of cleaning and sterilizing impression trays
Producing an impression for a banded appliance using compound
Removal of fitted orthodontic bands, placement of them into the compound impression, and securing them into the impression
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Pouring of the compound impression with plaster for an appliance model
Three detailed checklists are provided. |

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The Study Models course covers every detail of
- Preparing impressions for pouring
- Making a tongue
- Pouring the impression using the Vacumixer
- Pouring a base in a base former
- Preparing models for trimming
- Marking and trimming models to ABO standards
- Finishing and labeling
This course is suitable for the individual who has never poured a model before or for those who want to start their own models lab. Several checklists are provided. |
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This course includes detailed training:
- For preparing and pouring appliance models
- To improve appliance seating to a perfect fit every time
- Methods of placing and securing orthodontic bands in the impression
- Pouring the impression
- Preparing a small base
- Separating the impression from the model
This is suitable for the new or experienced clinical assistant in a dental or orthodontic practice or for the lab technician responsible for these procedures in a dental lab. Two checklists are provided. |
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This chapter of the Cephalometrics Course covers the development of the cephalometer and the early pioneers in cephalometric analysis.
Some of the pioneers who are covered in this chapter are:
- Broadbent
Brodie
Downs
Tweed
Riedel
Steiner
Bjork
Ricketts
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Holdaway |
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This chapter covers the parts of the cephalometer and the steps in precise positioning of the patient to produce an accurate cephalometric headfilm. It includes a detailed checklist to apply the concepts clinically. |
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This chapter defines and illustrates selected landmarks that are critical in a cephalometric headfilm. The landmarks are illustrated on a cephalometric radiograph and then related to photographs of the same landmarks on a skull. Accuracy in landmark identification standardizes tracings for consistency in comparing superimposition tracings taken at a later date. |
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This chapter trains the individual in the precise steps for completing an accurate tracing of a cephalometric headfilm that will meet a consistent standard. A checklist that standardizes the tracing procedure is used to produce accurate tracings. |
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This chapter trains the individual to precisely identify landmarks used in 40 common measures and to then calculate the measurement. The individual is also taught to understand the meaning of the measurement and to use it in the analysis of a cephalometric headfilm. The 40 commonly-used measurements covered in this course analyze the following anatomical relationships:
Mandible to Cranium
Maxilla to Cranium
Mandible to Maxilla
Mandibular Denture to Maxillary Denture
Mandibular Incisor Position
Maxillary Incisor Position
Chin Button
Facial Proportions
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Facial Pattern |
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This chapter covers the rationale of and standard procedure for producing a cephalometric superimposition. This method uses the Ethmoid Triad for the overall superimposition, the internal structures of the palate and key ridges for the maxillary superimposition, and the internal structures of the mandibular symphysis and the lower border of the third molar follicle for the mandibular superimposition. This method gives the learner a foundation for understanding and interpreting the results of the superimposition. |
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This course teaches the procedures for collecting and preparing all orthodontic records needed for a diagnosis and treatment planning session. It includes two software programs that are used in diagnosis: (1) Bolton Analysis and, (2) Arch Length Analysis.
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This course presents a practice system for the doctor to do a diagnosis and write a treatment plan on the Treatment Record. It also prepares for the presentation of information at the Treatment Consultation. This system of communication facilitates the efficient delivery of treatment. This course teaches:
The procedures for preparation of the materials needed for a diagnosis and treatment planning session
The steps for making a diagnosis
How to summarize findings from the records on the Treatment Record
How to write a problem list
How to write a diagnosis
How to list the possible treatment options and their advantages and disadvantages that can be presented at a treatment consult
How to write a detailed Treatment Plan that is part of the Treatment Record for all of the team to understand
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Materials that prepare for the Treatment Consultation with the patient
This course includes several forms that may be used in the diagnosis and treatment planning session. |
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This course teaches a system for conducting a Treatment Consultation with a patient:
- Reviewing the diagnostic materials
- Reviewing the treatment options and their advantages and disadvantages
- Presenting the Treatment Plan
- Reviewing the risks of treatment and obtaining informed consent
- Presenting the treatment fee and completing all financial arrangements
- Reviewing patient instructions
- Obtaining all signatures
- Completing chart preparation for the patient
This course includes many practice forms, Word documents, spreadsheet programs for the Treatment Consult that can be adapted to the individual practice, and a checklist. |
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This course presents a precise system to teach basic oral hygiene procedures to patients. The system includes criteria for identifying patients who need instruction, use of the course Basic Oral Hygiene For Patients, and an exact script to follow during the session which has been adapted to the patient needs. This system can be tailored to the practice. |
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Basic Oral Hygiene For Patients is an online course used to quickly teach patients with and without braces. It can be used to teach only one section such as oral hygiene with braces (5 minutes) or to teach the adolescent about decalcification, gum disease, and brushing and flossing (14 minutes).
The patient can view the presentation alone or with the help of a staff member. Each section has interactive quizzes where the learner may check understanding. At the end of the course there is a post-test with 10 questions for patients with and without braces. The results of this test can be printed.
All staff members should be familiar with the concepts taught in this program so that the full team can give the same message to patients about oral hygiene methods.
If you want to link Basic Oral Hygiene Online to your website for free please follow the instructions on this website. This link can be placed on school and health websites free of charge. Also, Basic Oral Hygiene for patients is on CD-ROM for retail sales and on a Mini-CD for giving as a gift to patients. All proceeds from this program are donated to Children's Healthy Smiles Project, www.childrenssmileproject.com, a California non-profit corporation that provides oral hygiene supplies to children in need.
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Placing The Orthodontic Appliance
Placing the orthodontic appliance involves integrated systems so that it is completed to a specific standard for every patient. It should follow the Treatment Plan, be performed in an efficient manner, and with an understanding of why it is done in a certain way.
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The Separators Course trains clinical team members in a system for placing and removing all types of separators, checking for lost separators, and giving instructions to patients. One checklist is included. |
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The Orthodontic Banding Course trains the individual to recognize band differences, know all band components and identification markings, recognize a well-fitting band and know when a band is cemented correctly. It also teaches the individual to fit bands to all posterior teeth, prepare bands for cementation, and to cement bands correctly with different types of cements.
The individual will be able to conduct band-failure charting to determine the factors that are contributing to band failure using a Practice Management Spreadsheet Program provided in the course. Several checklists are included. |
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This introductory section of the Orthodontic Bonding course is designed to help the practice determine the best way to use this course to meet the needs of the practice. The overall course is partitioned into sections which can be viewed individually to focus on a particular area of bonding or the overall course can be viewed in its entirety by the clinical team.
For instance, your practice may have a high percentage of loose brackets. To correct this, focus on the method presented in the chapter "Bond Troubleshooting" to measure Bond Failure Percentage. Once you have this information, you can analyze the problem such as which assistants are having loose bonds, are loose bonds mostly on molars or other teeth, is there adhesive remaining on the bracket or on the tooth, and other factors to determine the cause of the bond failures. Once you know the reason, you and your staff may view the sections of this course that will help all of you correct the problem. |
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This section covers:
Chapter 1: Benefits of Properly Bonded and Positioned Brackets
Chapter 2: Criteria for Properly Bonded Brackets
Chapter 3: Bracket Identification
Chapter 4: Components of a Bracket
Chapter 1 discusses the many benefits of bonding brackets properly and with accurate positioning initially.
Chapter 2 sets a standard for evaluating if a bracket is properly bonded and positioned accurately so that each learner can produce this standard.
Chapter 3 covers the different methods and materials used in the manufacturing of brackets.
Chpater 4 presents thirteen components of brackets and the purpose of each component.
Several checklists and forms are included with each course. |
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This section covers:
CHAPTER 5: How Do Braces Move Teeth?
CHAPTER 6: Preparing Teeth For Bonding
Different methods of moving teeth are covered briefly in this Part 2 of the Orthodontic Bonding Course. Also presented in this part is each step in the process of preparing the teeth for bonding such as:
- Pumicing the teeth
- Isolation using the Great Lakes Dry Field System primarily
- Roughening, etching, rinsing, drying
- Preparation of the brackets for a full bonding
Several checklists and forms are included with each course. |
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Part 3 covers the materials used in bonding such as:
CHAPTER 7: Adhesion Enhancers
CHAPTER 8: Primers and Sealants
CHAPTER 9: Adhesive Pastes
Adhesion enhancers are discussed especially with respect to bonding to special surfaces such as composite, metal, and porcelain. Many different types of sealants are also discussed and illustrated. Finally, different types of adhesive pastes are presented in detail such as those types used to bond brackets, bonding lingual retainers, or bonding second molars. |
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This section covers:
CHAPTER 10: Sequence of Bracket Placement.
In this chapter a specific sequence of placing and curing brackets is recommended that reduces moisture contamination problems and allows balanced positioning of brackets on each tooth on the right side and then the left.
This method uses efficient time management by maximizing the skills of the well-trained orthodontic assistant and requiring the doctor only for the critical step of final bracket positioning. |
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This course covers tooth landmarks that may be used when positioning brackets during a direct bonding or when positioning brackets on a model for indirect bonding. Use of these principles by the doctor and all team members during direct bonding standardizes desired bracket positions so that all team members will “see” when a bracket is not in position and may need to be repositioned for more efficient treatment.
The goal of this course is to help the clinical team and doctor accomplish more accurate bracket placement during direct bonding. |
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This section covers:
CHAPTER 11: Bonding Difficult Areas
CHAPTER 12: Bond Troubleshooting
CHAPTER 13: Rebonding A Bracket
When bonding difficult areas such as blocked out maxillary laterals, high maxillary canines, and all second and third molars, there are five factors to evaluate before preparation of the teeth. These include:
- The best method of isolation
- Visibility
- Access
- Bracket size
- Occlusion
When troubleshooting for bonding problems, it is useful to use a spreadsheet program included in the Orthodontic Bonding Course, Bracket Failure Charting, to determine the amount of bond failures and possible causes through recurring trends. Such trends might be that all the adhesive remains on the bracket with none on the tooth, and possible causes of this problem.
Different methods of rebonding a bracket are also covered such as with a microetcher and without one. |
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This section covers bonding to special surfaces, specifically:
CHAPTER 14: Bonding To Composite Restorations
CHAPTER 15: Bonding To Porcelain
CHAPTER 16: Bonding To Metal Surfaces
Each step of successful bonding to these special surfaces is covered in this part and can be applied clinically with the use of detailed checklists. These methods have been proven to work clinically. |
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This section covers:
CHAPTER 17: Bonding a Lingual Retainer
This part demonstrates every step for bending and bonding a wire lingual retainer from maxillary lateral to maxillary lateral and mandibular canine to mandibular canine. Checklists for detailing each step are also included for clinical application of concepts. |
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Orthodontic Wires
All team members should be familiar with the wires used in treatment and the phases of treatment a type of wire represents. Then, at a quick glance the team member can assess the progress of treatment by knowing the current wires the patient has. |
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Orthodontic wires are selected and used by the orthodontist to accomplish specific purposes. This course discusses different phases of treatment, the types of orthodontic wires for each phase, and when they are selected to accomplish a specific purpose. Some of the limits of individual types of wires are also reviewed. |
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This course covers each step of selecting, inserting, and tying in an initial wire in a newly bonded patient. It includes:
- Measuring the length of the wire considering extra wire for tying into rotated teeth
- Cooling down thermal wires to engage into rotated teeth
- Alastic tying methods including a butterfly tie
- Placement of wire ties so that they do not poke the patient
- Checking and clipping wire ends safely
- Placing bendbacks for wires extending over a long span
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This course covers each step of a standardized system for completing a "Retie Appointment." It is intended for the well-trained orthodontic assistant who has been trained in:
- Reading and understanding the Treatment Plan
- Medical history review
- Dental history review
- Common pharmaceuticals
- Basic Growth assessment
- Extraoral assessment of the patient
- Intraoral assessment of the patient including examination of the
o Occlusion and changes from treatment
o Periodontium
o Oral tissues for abnormal pathology
o Panoramic radiograph
- Assessment of the patient’s oral hygiene
o Giving effective oral hygiene instructions
o Communicating with parents about hygiene
- Evaluation of headgear effectiveness
o Design of headgear for desired results
o Compliance
o Fit and adjustment of headgear
o Measurement of effectiveness in millimeters
- Evaluation of elastics’ effectiveness
o Different elastics for specific results
o Assessment of protocol for a specific patient
o Compliance
o Adjustment of elastics for improved results
o Measurement of effectiveness in millimeters
o Wires associated with phases of treatment
o Wire length and causes of changes in length
o Wire engagement
o Wire expression
- Precise retie procedures and mechanics
This course defines steps for the well-trained orthodontic assistant to give a summary of the patient’s status to the doctor, propose treatment procedures to advance the patient’s treatment progress, and to receive instructions from the doctor regarding what should be completed.
The orthodontic assistant is trained to be able to perform all above procedures efficiently, make complete treatment notes in the patient’s Treatment Record, communicate with the patient’s parents and dentist, communicate with the Scheduling Coordinator about the next appointment, and prepare for the next patient. |
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Orthodontic Finishing System
Every orthodontic practice is challenged when "finishing" the treatment of a patient. The concepts of this System were published in the AJODO in May of 1999. It is a comprehensive system that uses the Detailing Form to organize the assessment of the patient and then record all of the tasks that have to be completed to complete the patient's treatment. This system involves all team members performing specific tasks that facilitate completion of the patient's treatment with excellent results. |
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Chapter 1 of this course in finishing covers:
· Goal of this course
· Objectives of the course
· What is “Detailing”?
· Detailing is NOT…
· Rationale for using this system
· When should detailing be done?
· The Detailing Form
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Section 1. Recording Facial Form and Habits
Section 2. Recording TMJ Signs, Symptoms, and Function
Section 3. Recording Dental Relationships
Section 4. Noting changes to be made in Dental Positions aAnd procedures to be completed before debanding
Section 5. Deband Checks
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Section 6. Debanding Procedures |
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This chapter covers Steps 1-6 in the system of finishing the occlusion:
Step 1: Preliminary procedures when the patient arrives
Step 2: Marking and removing detailing wires
Step 3: Doctor examines panoramic radiograph and notes root angle bends
Step 4: Examination of Facial Form
Step 5: Evaluation of gingival contours-planned procedures completed?
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Step 6: Evaluation of coincidence of the facial midline with the dental midlines |
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This chapter covers Steps 7-9 in the system of finishing the occlusion
- Step 7: Evaluate smile characteristics and esthetics
Step 8: TM Joints, Occlusion, and Function History and Exam
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Step 9: Noting Dental Relationships on the Detailing Form |
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This chapter covers Step 10 through Step 16 in the System of Finishing the Occlusion:
Step 10: Evaluating dental positions and noting changes to be made on the Detailing Form
Step 11: Evaluate maxillary right posteriors: Facial contours and crown torque and note changes
Step 12: Evaluate the maxillary left posteriors for facial surfaces, torque, cusp length, occlusal table, central fosse, and lingual cusp alignment
Step 13: Evaluate the Mandibular Anteriors-height, rotations, torque
Step 14: Evaluate the Mandibular Right Posterior-facial surfaces, torque, functional cusps, cusp heights, fosse alignment, and flatness of the occlusal table
Step 15: Evaluate the Mandibular Left Posterior-facial surfaces, torque, functional cusps, cusp heights, fosse alignment, and flatness of the occlusal table
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Step 16: Check intercuspation of the occlusion with the patient in the supine position |
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This chapter covers Step 17 in the System of Finishing the Occlusion:
Several videos illustrate making subtle bends in the finishing wires to achieve the desired movement of the teeth. |
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This chapter covers Steps 18 through Step 20 in the System of Finishing the Occlusion:
Step 18: Insert the finishing wires and fully engage them in the brackets
Step 19: Deband Check procedures and notations for changes in the finishing wires
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Step 20: Debanding and procedures to be completed as part of finishing |
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This course trains the clinical team in a system for debanding:
- Preparing materials before the appointment
- Pre-removal procedures
- Safely removing orthodontic bands, brackets, adhesive, cement, and attachments
- restoring the teeth to a high shine
- Doctor's finishing procedures such as adjusting the occlusion and esthetic contouring of the teeth for ideal funtion
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This course covers hiring and orienting new employees and trains a Practice Trainer to organize and implement a Practice Training Program. It covers:
- The recruitment, hiring, orientation, and training of new employees
- Designing and implementing a training program for administrative and clinical team members
- Adult learning styles
- Different teaching methods
- Developing lesson plans and conducting training
- Learning assessments
- Giving constructive feedback
- Evaluation of training effectiveness
This course was developed by Lori Garland-Parker, Debbie Best, Cathy Sundvall, and Dr. Rebecca Poling. |
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This course teaches the following procedures for the Great Lakes Dry Field System commonly known as the NOLA:
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This is a course for oral surgeons, periodontists, and dentists who extract teeth.
The Powertome Periotome is a device used to facilitate the extraction of teeth. Through the use of a blade tip moving in an up and down direction, the periodontal ligament is severed allowing easier extraction of a tooth.
This course describes the use of the Powertome Periotome for the extraction of teeth due to:
- Severe caries
- Trauma
- Malformation
- Pathology
- Periodontal disease
- To preserve the bone for an implant.
It reviews the advantages of using the Powertome Periotome and shows several videos of difficult extractions using this device. |
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