COURSE NAME : 40.02 Basic Orthodontic Diagnosis And Treatment Planning Process


40.02 Basic Orthodontic Diagnosis And Treatment Planning Process Course

 Presentation: 55 minutes Run Time, Knowledge Quiz: 19 Questions, 3 CE Credits

Contents Basic Orthodontic Diagnosis And Treatment Planning Process Course

This course teaches a diagnostic process that is used generally to identify and solve problems. It is a way of thinking. It is useful in determining the cause of any problem and then figuring how to fix the cause.

Since this course was originally produced to train dental students at New York University, it is focused on identifying and diagnosing orthodontic problems and developing limited orthodontic treatment plans that involve clear aligner treatment provided by a dentist. This limited orthodontic treatment by dentists is very different from comprehensive treatment by orthodontists. Comprehensive orthodontic treatment focuses on achieving the best skeletal relationships and an ideal functional occlusion, in addition to excellent esthetics and long-term stability. Limited treatment by dentists is more focused on esthetics and long-term stability. This difference in orthodontic treatment performed by dentists or that performed by orthodontists is reflected in the treatment objectives or desired treatment results which are determined by the patient, not the practitioner.

This course covers the process of listing the orthodontic problems a patient has that can be treated by the dental professional. The process then involves diagnosing the primary cause of each problem. The next step focuses on identifying the desired outcomes of treatment that will satisfy the patient’s concerns and achieve a healthy result. Once the patient communicates the treatment objectives, the dental practitioner develops treatment plan options that will satisfy the treatment objectives of the patient. The patient then selects the desired treatment option and the dentist submits the case with a prescription that will achieve the desired objectives and then edits the treatment proposal until it appears to achieve the desired result. The patient approves the aligner treatment proposal so that treatment may begin. This usually results in satisfied patients

This protocol is a process of knowing where you are going before you start, or treatment planning with the end in mind.

Goal-The Goal of this course is to instruct the learner in the process of diagnosis and treatment planning that will guide the practitioner to the best treatment result.

Objectives-At the completion of this course the learner will be able to

  1. Write a problem list

  2. Write a diagnosis of the root cause and contributing factors to each problem

  3. Develop the treatment objectives for the correction of each problem

  4. Identify treatment options for each problem, listing the time involved for treatment, the cost involved for treatment, the advantages and disadvantages of each treatment option, and the ranking of each treatment option for addressing the concerns of the patient

  5. Share a summary of the treatment options with the patient to help the patient select the best treatment option when there is more than one option. Have the patient select the desired treatment option.

  6. Develop a list of special instructions for precise tooth movements on a treatment prescription that will address the desired treatment outcomes

  7. Make all necessary adjustments to the animated treatment plan (Invisalign ClinCheck) to achieve the treatment results

  8. Write a Final Treatment Plan to be followed that includes the final retention procedures that will hold the results indefinitely

  9. Obtain patient final approval of the selected treatment plan animation (ClinCheck) and approval of the Final Treatment Plan guiding procedures at each appointment. This will engage the patient in the treatment improving compliance and patient satisfaction with the results. A negative of this engagement of the patient, is that some patients get very picky and frustrated if

Sections of the Basic Orthodontic Diagnosis And Treatment Planning Process Course

This course trains the learner in a process of diagnosis and treatment planning. To help the individual learn the steps of this process are several worksheets directing the student in the tasks that must be completed for each step. These worksheets are:

  1. A worksheet for writing a problem list, a diagnosis of each problem, and treatment options for each problem

  2. A worksheet for developing a list of treatment objectives that will serve as a guide for determining success of treatment

  3. A worksheet to identify all possible treatment options, their advantages and disadvantages, to share all possible treatment options with the patient when there is more than 1 treatment option so the patient can select the best one

  4. A worksheet to develop a list of special instructions for precise tooth movements to be made on the animation treatment plan prescription

  5. A worksheet to write a Final Treatment Plan that includes special procedures including elastic wear, temporary anchorage devices, micro-osteoperforations, and retention procedures that will hold the result indefinitely

  6. An outline about how to prepare for and conduct a Treatment Consult with the patient reviewing and approving the ClinCheck, reviewing the risks of treatment informing the patient about the risks and responsibilities of treatment, and agreeing to the proposed Final Treatment Plan

This course has the following sections:

1. Writing a problem list

2. Diagnose each problem determining the root cause of the problem

3. Develop the treatment objectives for each problem and 5 desired outcomes

4. Planning Invisalign Treatment Options

5. Specify detailed instructions on the final selected treatment option for fabricating aligners


6. Editing a treatment plan animation such as a ClinCheck Treatment Plan by Align Technology


7. Writing a final Treatment Plan that will guide the delivery of treatment

8. Consult with the Patient regarding the Final Treatment Plan


Learning Activities of the Course

The primary learning activities is for each student to think and work through the worksheets of the course. Ideally, each student should work with a mentor in listing the problems and root causes of problems in different cases. There are about 19 teaching quiz questions embedded in the presentation that help the learner focus on the important points of this course. There are also about 19 Knowledge Quiz questions that are designed to measure learning the objectives of the course. There are a few Steps Checklists to help the student learn the steps of this process.

SCORM Tracking of Each Student’s Learning Activities and Recording on the Student Dashboard Report

Each student’s learning activities such as correctly answering presentation embedded quiz questions, presentation viewing time, Knowledge Quiz completion time, Knowledge Quiz Score, and other learning data, are tracked so that a “learning analysis” can be done for each student and for the quality of each course. This data documents student performance and reports it on the Student Dashboard as well as on the Gradebook. This holds the student accountable for learning. In the future, a clinical performance assessment may be used to evaluate the student diagnosing and treatment planning sample cases with follow up records when the patients were finished with treatment. Data regarding the diagnostic skills of students could then be collected and analyzed for documentation of learning this process. No data that is collected on students is shared with any entity. If data is ever used for learning research, all data will be de-identified following research protocol.

Who should take this course?

Every dental practitioner who provides orthodontic treatment to patients must know how to diagnose and treatment plan patients. If a dentist or orthodontist does not know where the teeth need to be nor how to keep them there, the practitioner will not be able to provide successful treatment to patients.

This course should be taught to all orthodontic residents, dental students, dental hygienists, dental assistants, and orthodontic assistants when they are in training because in anything we do, diagnosis of problems and then correction of problems is a key skill in life.



Course Description Ended Here