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Orthodontist Template

Braces & Invisalign Consult Note

A professional Orthodontist template for healthcare professionals.
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Specialty

Orthodontist

Used

49 times

Type

Note

Last edited

6/17/2025

Created by

Kieran McLeod

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About this template

The Braces & Invisalign Consult Note template is designed for orthodontists to document comprehensive consultations for patients considering orthodontic treatment. This template includes sections for patient demographics, dental and medical history, examination findings, and treatment options. It facilitates detailed discussions on the pros and cons of braces versus Invisalign, ensuring informed consent and patient education. Ideal for orthodontic practices, this template streamlines the documentation process, enhancing patient care and communication. Use this template with Heidi to efficiently capture all necessary information during orthodontic consultations.

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Patient Details: Name: Emily Johnson Date of Birth: 15 March 2008 Contact Information: 123-456-7890 Patient ID: 987654 Referrer Details: Dr. Sarah Lee, General Dentist Contact Information: 321-654-0987 Reason for Referral: Evaluation for orthodontic treatment Presenting Complaint / Reason for Consultation: Emily is concerned about the alignment of her teeth and is seeking orthodontic care to improve her smile. She is particularly interested in Invisalign. Dental and Orthodontic History: Emily has had two previous extractions and wore a retainer for two years. Medical History: No known allergies. No significant medical or surgical history. Currently not on any medication. Social and Family History: Emily practices good oral hygiene and does not smoke. Her mother had braces as a teenager. Examination Findings: Extraoral examination shows facial symmetry. Intraoral examination reveals mild crowding in the lower arch and a Class II malocclusion. Radiographs and Diagnostic Records: Panoramic radiograph shows all permanent teeth present. Cephalometric analysis indicates a mild skeletal discrepancy. Diagnosis: Class II malocclusion with mild lower arch crowding. Treatment Options Discussed: Discussed the pros and cons of braces versus Invisalign. Invisalign was preferred due to aesthetic reasons. Estimated treatment duration is 18 months. Recommended Treatment Plan: Invisalign aligners to correct malocclusion and crowding. Treatment to be completed in three phases over 18 months. Risks, Benefits, and Alternatives: Discussed potential risks such as discomfort and the need for compliance. Benefits include improved aesthetics and function. Alternatives include traditional braces. Patient / Guardian Questions and Preferences: Emily's mother inquired about the cost and insurance coverage. Emily prefers Invisalign for its discreet appearance. Consent: Informed consent obtained from Emily's mother, acknowledging understanding of treatment, risks, and responsibilities. Next Steps and Follow-Up: Schedule for initial fitting of Invisalign aligners in two weeks. Follow-up appointments every six weeks. Patient/Guardian Education: Provided instructions on aligner care, oral hygiene, and dietary restrictions. Explained what to expect during treatment.

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