Skip to main content

Dictate is live. Your voice, wherever your cursor lands. Learn more.

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Share this:
Orthodontist Template

Braces & Invisalign Consult Note

A professional Orthodontist template for healthcare professionals.
Use templateBrowse templates

Specialty

Orthodontist

Used

26 times

Type

Note

Last edited

6/17/2025

Created by

Kieran McLeod

Use template

About this template

The Braces & Invisalign Consult Note template is an essential tool for orthodontists conducting initial consultations for patients considering orthodontic treatment. This comprehensive template captures patient demographics, dental and medical history, examination findings, and diagnostic records. It facilitates the discussion of treatment options, including braces and Invisalign, and documents the recommended treatment plan, risks, benefits, and patient preferences. By using this template, orthodontists can ensure thorough documentation and informed consent, enhancing patient care and communication. Ideal for orthodontic practices, this template streamlines the consultation process and supports effective treatment planning.

Preview template

Patient Details: Name: Emily Johnson Date of Birth: 15 March 2008 Contact Information: 555-123-4567 Patient ID: 987654 Referrer Details: Dr. Sarah Lee, General Dentist Contact Information: 555-987-6543 Reason for Referral: Evaluation for orthodontic treatment Presenting Complaint / Reason for Consultation: Emily is concerned about the alignment of her teeth and is interested in exploring options for braces or Invisalign to improve her smile. Dental and Orthodontic History: Emily has not had any previous orthodontic treatment. She has had routine dental check-ups and cleanings. Medical History: No known medical conditions, allergies, or medications. 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 upper arch and moderate crowding in the lower arch. Class I molar relationship with a 2mm overjet and 1mm overbite. Radiographs and Diagnostic Records: Panoramic radiograph shows all permanent teeth present with no anomalies. Cephalometric analysis indicates a normal skeletal pattern. Diagnosis: Class I malocclusion with mild to moderate crowding. Treatment Options Discussed: Discussed the option of traditional metal braces versus Invisalign aligners. Braces may offer more control for complex movements, while Invisalign is more aesthetic. Estimated treatment duration is 18-24 months. Recommended Treatment Plan: Propose treatment with Invisalign aligners. Treatment phases include initial alignment, space closure, and finishing. Estimated timeline is 18 months. Risks, Benefits, and Alternatives: Discussed risks such as discomfort and potential for relapse. Benefits include improved aesthetics and function. Alternatives include no treatment, which may result in worsening crowding. Patient / Guardian Questions and Preferences: Emily prefers Invisalign for aesthetic reasons. Her mother inquired about the cost and insurance coverage. Consent: Informed consent obtained from Emily's mother, who understands the treatment plan, risks, and responsibilities. Next Steps and Follow-Up: Schedule for initial impressions and records appointment. Follow-up in 4 weeks to review treatment plan and begin aligner fabrication. Patient/Guardian Education: Provided instructions on aligner care, oral hygiene, and dietary restrictions. Explained what to expect during the treatment process.

How to use this template

use template
1Step 1

Download the template

Get started by downloading the template to your device

customise template
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

share template
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse templatesUse template

Start practicing with a partner

Care is better with Heidi

Related Templates

Document

Dentist Letter from Orthodontist

Anel Blignaut

Orthodontist, Australia

Note

Orthodontic Consultation Note and Patient Summary Letter

conal kavanagh

Orthodontist, Ireland

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • HIPAA

  • AU/NZ

  • Canada

  • UK

  • GDPR

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

  • AI Instructions

About Us

  • Contact Us

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility