Orthodontic (Invisalign) Assessment Template (Heidi-Compatible)
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Patient Info & Chief Complaint
**Dentist:** Dr. Emily Carter
**Nurse:** Sarah Jones
**MH Checked and Updated:** No
**RFA (Reason for Attendance):**
- Orthodontic assessment / Invisalign consultation
**Chief Concerns:**
- Patient’s description: "I'm unhappy with how crooked my front teeth are."
- Clinical goals: Patient wants straighter teeth and a more confident smile.
**Previous Orthodontic Treatment:** No
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Extraoral Exam
**TMJ:**
- Clicking / Crepitus / Popping / Grating / Deviation: None noted
- TMJ Pain: No
- TMJ Manipulation: Easy
- Range of Opening: 45 mm
**MoM / Lymph Nodes:** Within normal limits
**Skeletal Assessment:**
- AP Relationship (Skeletal base): Class I
- Vertical (FMPA): Average
- Facial Thirds Even: Yes
- Transverse: Symmetrical
**Smile Aesthetics:**
- Incisal show at rest: 2 mm
- Incisal show on smiling: 10 mm
- Smile arc parallelism: Parallel
- Buccal Corridors: Narrow
- Midline coincident with facial midline: Yes
- Upper & Lower Midlines coincident: Yes
- Lip form: Thin
- Lip Competency: Competent
- Lip Catch: No
- Nasolabial Angle: Normal
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Intraoral Exam
**Oral Hygiene:** Fair
**Biotype:** Thin
**BPE:** 2, 2, 2, 2, 2, 2
**Soft Tissues:** Healthy
**Tooth Quality / Caries / Perio / Restorations / Wear / Trauma:** No caries, healthy periodontium, no restorations, no wear, no trauma
**Upper Arch:**
- Crowding: Moderate
- Spacing: Mild
- Rotations / Malalignment: Upper incisors rotated
- Labial Segment Inclination: Proclined
- Arch Shape: Symmetrical
**Lower Arch:**
- Crowding: Mild
- Spacing: None
- Rotations / Malalignment: Lower incisors slightly rotated
- Labial Segment Inclination: Upright
- Arch Shape: Symmetrical
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Occlusal Scheme
**Incisal Relationship:** Class I
**Molar Relationship:**
- RHS: I
- LHS: I
**Canine Relationship:**
- RHS: I
- LHS: I
**Overjet:** 2 mm
**Overbite:** 30 %
- Complete
**Crossbites:** None
**Teeth Involved:** None
**Lateral Excursions:**
- Right: Canine guidance
- Left: Canine guidance
**Protrusive Excursion:** Anterior guidance
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Radiographic & Photo Records
**Radiographs:** OPG
- Date: 1 November 2024
- Justification: Routine orthodontic assessment
- Grade: A
- Radiographic Findings: No significant findings
**Photos Taken:** EO, IO
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Diagnoses & Problem List
**Diagnosis:** Mild to moderate crowding and malalignment of upper and lower anterior teeth.
**Problem List (with plan to correct / accept / improve):**
1. Crowding of upper incisors.
2. Rotation of upper incisors.
3. Mild crowding of lower incisors.
4. Proclined upper incisors.
**Treatment Goals:**
- Aesthetic (face, smile, soft tissue): Improve smile aesthetics and alignment.
- Occlusion (static and functional): Achieve ideal overjet and overbite.
- Structure (dentition and restorations): Align teeth and maintain healthy dentition.
- Biology (periodontium, roots, bone): Maintain healthy periodontium.
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Discussion & Treatment Plan
**Options Discussed:**
1. Referral to Orthodontic Specialist – comprehensive treatment, possible skeletal/facial changes
2. GDP-led cosmetic alignment (3-3 focus):
a. Invisalign – Clear removable aligners (24/7 wear), IPR and attachments may be used
b. Fixed Appliances – Clear brackets, faster movements, discreet
**Patient Decision / Preferred Option:** Invisalign
**Discussion Summary:** Discussed Invisalign treatment, expectations, risks, timelines (12-18 months), costs, and the potential need for IPR and attachments.
**Treatment Plan:**
- Records Appointment: Yes
- Consent / Photos / Scans completed: Impressions and photos taken.
- Referral Made: N/A
**4STP Notes:**
1. Presenting Complaint: Patient is unhappy with the appearance of their crooked teeth.
2. Upper Anterior Reference Point: Incisal edge of central incisors.
3. Upper Expansion Point: N/A
4. Final Overjet & Overbite Goals: 2mm overjet, 30% overbite.
**Next Steps / Follow-Up:** Schedule records appointment for impressions, photos, and scans. Discuss Invisalign treatment plan in detail.
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