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Dentist Template

Check-Up and Clean Procedure Note

A professional Dentist template for healthcare professionals.
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About this template

Effortlessly document your dental check-up and clean procedures with this comprehensive note template. Designed for dentists and oral health professionals, this template streamlines the recording of essential patient information, including chief complaints, detailed history, and thorough extra-oral and intra-oral examination findings. Capture crucial details about soft and hard tissues, gingival health, occlusion, and oral hygiene status. It also provides dedicated sections for radiographic findings, diagnoses, and treatment performed on the day, such as scaling, cleaning, and fluoride application. Easily track prognoses and set follow-up schedules. This template ensures a complete and structured record for every patient visit, helping you maintain high standards of clinical documentation within Heidi.

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Clinician Specialty: Dentist Chief Complaint: Routine dental check-up and clean; patient reports mild sensitivity in the lower right molar, present for approximately 3 months. History of Presenting Complaints: Patient presents for a routine check-up and clean. Reports intermittent mild sensitivity in tooth #46 (lower right first molar), especially with cold foods/drinks. No spontaneous pain, swelling, or difficulty chewing. Patient is concerned about maintaining good oral hygiene. Past Dental History: Regular dental check-ups every 6-9 months. Previous amalgam restorations on #16 and #37, placed 5 and 8 years ago respectively. Wisdom teeth extracted 10 years ago. No history of periodontal disease or major restorative work. Past Medical History: Generally healthy. No known medical conditions. Allergic to penicillin (rash). Currently taking multivitamin daily. No other medications. Personal History: Brushes twice daily with an electric toothbrush and fluoride toothpaste. Flosses inconsistently, approximately 3-4 times a week. Reports occasional clenching at night during stressful periods, but no history of grinding. Non-smoker. Consumes sugary drinks occasionally, 2-3 times per week. Family History: Mother has a history of mild periodontal disease. Father had multiple fillings and a crown in his 50s. No family history of oral cancer. Extra-Oral Examination: Facial symmetry appears normal. No palpable lymphadenopathy. Temporomandibular joints (TMJs) are asymptomatic with full range of motion; no clicking or crepitus noted on palpation. Lips and perioral tissues are healthy. Intra-Oral Examination: Soft Tissue: Buccal mucosa, tongue, palate, and floor of mouth appear healthy, pink, and moist. No suspicious lesions or abnormalities noted. Gingival: Generalized mild gingivitis observed, particularly in interproximal areas of posterior teeth. Gingiva are slightly erythematous and edematous, with isolated areas of bleeding on probing, especially around #36 and #46. Recession noted on buccal aspect of #33 (1mm). Hard Tissue: Caries: incipient enamel lesion on occlusal surface of #46. Restorations: intact amalgam restorations on #16 (MO) and #37 (DO). Missing teeth: #18, #28, #38, #48 (wisdom teeth previously extracted). Mobility: no tooth mobility detected. Wear: mild occlusal wear noted on anterior teeth, consistent with age. Oral Hygiene: Fair to good overall. Visible plaque accumulation noted along gingival margins and interproximal areas, especially in lower posterior quadrants. Moderate calculus present on lingual surfaces of lower anterior teeth. Occlusion: Class I molar relationship bilaterally. Moderate overjet and overbite. No significant crowding. Canine guidance observed. No signs of occlusal trauma. Radiographic Findings: Bitewing radiographs (taken today) reveal no periapical pathology. Incipient radiolucency consistent with enamel caries detected on the occlusal aspect of #46. No recurrent caries under existing restorations. Bone levels appear stable with mild horizontal bone loss consistent with age. Laboratory Investigations: None conducted. Treatment Done Today: Diagnoses: 1. Generalized mild gingivitis. 2. Incipient enamel caries on #46 (occlusal). 3. Mild dentin hypersensitivity #46. Scale and Clean: Full mouth supragingival scaling and polishing performed using ultrasonic scaler and hand instruments. Focus on removing plaque, calculus, and extrinsic stains. Patient tolerated procedure well. Fluoride Application: Topical fluoride varnish (5% Sodium Fluoride) applied to all dentition following scaling and polishing. Photographs: Clinical photographs were taken of the intra-oral condition before and after treatment, as well as specific areas of concern (e.g., #46 and gingival inflammation). Prognosis: Good prognosis for maintaining oral health with improved home care and regular professional cleaning. The incipient caries on #46 will be monitored. Advice given on improved flossing technique, use of a fluoride mouthwash, and avoiding frequent sugary snacks to manage sensitivity and prevent caries progression. Recommended sensitive toothpaste for #46. Review Date/Follow-Up: Recommended recall for routine check-up and clean in 6 months (1 November 2024).
Chief Complaint: [chief complaint] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include duration if mentioned.) History of Presenting Complaints: [history of presenting complaints] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include any concerns or symptoms related to the teeth, gums, or oral health.) Past Dental History: [past dental history] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include any relevant previous dental treatments.) Past Medical History: [past medical history] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include any known medical conditions, treatments, allergies, or medications being taken.) Personal History: [personal history] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include the patient's oral hygiene habits and any habits such as clenching, grinding, or smoking.) Family History: [family history] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include any relevant family history.) Extra-Oral Examination: [extra-oral findings] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include findings related to facial symmetry, temporomandibular joint, and any other extra-oral observations.) Intra-Oral Examination: Soft Tissue: [soft tissue findings] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include findings related to buccal mucosa, tongue, palate, and other soft tissue structures.) Gingival: [gingival findings] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include findings on colour, consistency, position, bleeding, and inflammation.) Hard Tissue: [hard tissue findings] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include findings on caries, restorations, missing teeth, mobility, and wear.) Oral Hygiene: [oral hygiene status] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include the general oral hygiene status based on the examination.) Occlusion: [occlusion findings] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include bite analysis, overjet, overbite, crowding, or other occlusal findings.) Radiographic Findings: [radiographic findings] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include radiographic findings if radiographs were taken.) Laboratory Investigations: [laboratory investigations] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include any investigations conducted.) Treatment Done Today: Diagnoses: [diagnoses] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. List each diagnosis separately.) Scale and Clean: [scale and clean details] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include the scaling and cleaning performed.) Fluoride Application: [fluoride application details] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include the fluoride application performed.) Photographs: [photographs] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Note that clinical photographs were taken as part of today's examination.) Prognosis: [prognosis] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include prognosis based on today's check-up and cleaning, and any advice given regarding oral health.) Review Date/Follow-Up: [review date] (Only include if explicitly mentioned in transcript, context or clinical note; else omit section entirely. Include the recommended follow-up period.) (Use only the transcript, context, or clinical note as a reference for all sections. Do not fabricate or assume any clinical findings, diagnoses, or treatment details that are not explicitly mentioned.)
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Specialty

Dentist

Used

3 times

Type

Note

Last edited

3/24/2026

Created by

Ehab Ghattas

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