BUNDLE NAME : 20.01-The New Patient Orthodontic Exam-Parts 1-5


Intended Audience and Prerequisites

The Intended Audience for this course are dentists, dental hygienists, orthodontists, orthodontic assistants, and dental students who should know how to examine a patient to orthodontically assess the orthodontic treatment needs of a patient. Prerequisites for this course should be covered in the training programs for dental students, dental hygiene students, dental assisting students and other dental practitioner students.

Suggested prerequisites for other types of students are college level courses in writing, basic sciences including human anatomy and physiology, and basic math. Students should be proficient in English.

Course Content of 20.01 The New Patient Orthodontic Exam-Parts 1-5

This course trains the dental practitioner to comprehensively orthodontically examine a patient, regardless of the patient’s age. There are 5 Parts to the exam that are described in more detail in the Course Description:

  1. Patient History and Interview
  2. Radiographic Exam
  3. Facial, Smile, and Profile Exam including the bony structures of the head and neck
  4. Dental, Periodontal, TMJ, Habits Exam
  5. Orthodontic Dental Relationships Exam

The Educational Goal and Objectives for 20.01 The New Patient Orthodontic Exam-Parts 1-5:

Goal - The goal of this course is to train the learner in the steps of conducting a New Patient Orthodontic Exam. This exam is more comprehensive rather than just being focused on the occlusion. Before a decision is made about the treatment that a patient needs, the practitioner has to have a general idea about the overall orthodontic condition of the patient.

Objectives - At the conclusion of this course the learner will:

  1. Interview the patient obtaining the patient’s history, concerns, and other general information.
  2. Examine the patient orthodontically using the OrthoTraining Orthodontic New Patient Exam Form or a digital version of this form.
  3. Develop a general idea about the treatment needs of the patient and case difficulty so that the practitioner can determine when to observe the patient, treat the patient, or refer the patient to a specialist.
  4. Discuss with the patient orthodontic treatment that will address the patient’s concerns and include treatment recommendations.

Course Materials Included in this CE Activity:

After creation of a free OrthoTraining Student Account, selection of the 20.01 The New Patient Orthodontic Exam-Parts 1-5, and payment of the US$100 subscription fee, the user will receive:

  1. 30 days of access to the 20.01 The New Patient Orthodontic Exam-Parts 1-5
    • Interactive online Presentation available for unlimited viewing during the access period
    • 5 Interactive online Knowledge Quizzes to measure learning
  2. SCORM Tracking Collects data on student viewing time, Presentation score, and Knowledge Quiz scores for "grade" reporting
  3. Student Dashboard Report Listing progress in completion of the course requirements Used to generate a "grade" for the course if needed
  4. Printable copy of the Course Completion Certificate with ADA-CERP OrthoTraining-Awarded CE Credits
  5. Downloadable digital copies
    • Instructions for a Student Notebook - to include in a Student Notebook that also may enclose course documents and checklists
    • Course documents
      • New Patient Exam Form
      • Course Script listing the narration of each presentation slide
    • All checklists that are used in the hands-on training
  6. Online Feedback Form to OrthoTraining to evaluate the quality of the course


Other Information about this CE Activity: 20.01-The New Patient Orthodontic Exam-Parts 1-5

Course Subscription Fee: 20.01-The New Patient Orthodontic Exam-Parts 1-5 subscription fee is US$100 for 30 days of access to the course and Course Resources for a single user.

The Course Instructor is Dr. Rebecca Poling, an ABO-certified orthodontist, former professor at a major US university, international lecturer, and the Founder of OrthoTraining. She has no conflicts of interest.