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Dentist Template

New Patient Assessment

A professional Dentist template for healthcare professionals.
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About this template

Looking for a streamlined way to document new patient dental assessments? This 'New Patient Assessment' template is designed for dentists to efficiently record comprehensive patient information. It covers medical and dental history, oral exams, occlusion, periodontal health, and treatment plans. This template helps dentists create detailed and accurate clinical notes, ensuring thorough patient care. With Heidi, this template can be quickly populated from your patient visit transcript, saving you time and improving the accuracy of your dental documentation.

Preview template

**Adult Exam** Nurse: Sarah Jones c/o: Patient reports sensitivity to cold in upper right molars. Relevant history: Patient reports the sensitivity started approximately 2 weeks ago. No other symptoms. Appropriate PPE worn by patient and dentist: Yes, gloves, mask, and eye protection were worn by both. Patient consents to examination: Yes, patient provided verbal consent. --- **Medical History** Updated and reviewed. Allergies: No known allergies. Special needs: None. --- **Social History** Smoking status: Non-smoker. Alcohol intake <14 units/week?: Yes. Dietary information or oral hygiene measures: Patient brushes twice daily and flosses once daily. --- **Dental History** Attendance pattern or date of last visit: Last dental visit was 6 months ago for a check-up. --- **Extra Oral Exam** Facial asymmetries: None observed. Neck and lymph nodes: No palpable lymph nodes. Muscles of mastication: No tenderness to palpation. Lips: Normal appearance. TMJ findings: No clicking or popping. Range of movement/opening: Normal range of motion. Rotation and translation: Normal. --- **Intra Oral Exam** Soft tissues check including: Tongue: Normal appearance. Palate: Normal appearance. Buccal mucosa: Normal appearance. Lingual mucosa: Normal appearance. Floor of mouth: Normal appearance. --- **Occlusion** ICP stability: Stable. Posterior support: Adequate. Protrusive guidance: Canine guidance. Right excursion: Canine guidance. Left excursion: Canine guidance. Interferences: None. --- **Periodontal Exam** Oral hygiene: Good. Gingival biotype: Thick. Gingival condition: Healthy, no signs of inflammation. Recession: None. Mobility: None. BPE recorded: 0,0,0,0/0,0,0,0 --- **Tooth Surface Loss** Attrition severity: Mild. Pathological/physiological: Physiological. Evidence of parafunction: None. Erosion severity: None. BEWE Index: 0. Abfraction/abrasion severity: None. Affected surfaces: see iTero scan. --- **Hard Tissues** Charting status: Complete. Caries, defective restorations, cracks, heavily restored teeth: Caries noted on upper right molar. --- **Aesthetics** Any concerns reported by the patient: No aesthetic concerns reported. --- **Radiographs and Special Tests** Radiographs: Bitewing radiographs taken. Special tests: Cold sensitivity test positive on upper right molar. iTero scan status: Completed. Photos taken: Yes. --- **Diagnosis/es** List all diagnoses here: Caries on upper right molar. Periodontal classification including overview, stage, grade, risk factors: Periodontal health. --- **Discussions with Patient** Summary of discussions held about dental health, periodontal condition, tooth wear, diet advice, restorations, or treatment options: Discussed the caries and treatment options, including a filling. --- **Risk Assessment** Caries risk: Moderate. Periodontal risk: Low. Wear risk: Low. Oral cancer risk: Low. --- **Recall Interval** Recall interval and justification: 6 months, for routine check-up and caries monitoring. --- **Treatment Plan** Summarise the overall outcomes and list the agreed actions: Agreed to proceed with a composite filling on the upper right molar. Written treatment plan provided if mentioned: No. Patient agreement recorded: Yes.
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Specialty

Dentist

Used

22 times

Type

Note

Last edited

7/10/2025

Created by

Victoria Holden

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