PowerPoint® Presentation for
Dental Office Management
Module:
Dental Team and Dental
Record Management
Copyright © 2006 Thomson Delmar Learning. ALL RIGHTS RESERVED.
1
Module: Dental Team and Dental
Record Management
Dental Team and
Dental Record
Management
Part A: Managing
the Dental Team
Part B: Managing
the Dental Record
Copyright © 2006 Thomson Delmar Learning. ALL RIGHTS RESERVED.
2
Module: Dental Team and Dental
Record Management
Learning Objectives
1. Define the Key Terms.
2. Delineate the clinical roles of the dental team.
3. Detail eligibility pathways available to the dental
assistant.
4. Summarize legal and ethical concepts in the
dental office.
5. Discuss dental office personnel issues from a
manager’s point of view.
6. Identify the basics of dental records management.
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Module: Dental Team and Dental
Record Management
Learning Objectives
7. Demonstrate risk management strategies and
methods applicable to the dental office.
8. Use team-building techniques in classroom
simulations.
9. Exhibit knowledge of dental terminology and
10.
anatomy.
10. Simulate charting of the oral cavity, including
coding.
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Module: Dental Team and Dental
Record Management
Learning Objectives
11. Examine dental pharmacy procedures.
12. Create an office equipment specification
sheet based on an operating budget.
13. Contrast the policies and procedures of
a local dental office with material
presented in this module.
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Key Terms
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Abandonment
Byte
CPU
Denturist
Endodontics
Esthetics
Jurisprudence
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Oral prophylaxis
Orthodontics
Periodontics
Prostheses
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Part A: Managing the Dental Team
Members of the dental team
DA credentials
DA continuing education
Law and ethics
Working as a team
Risk management
Staff management
Equipment management
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Members of the Dental Team
• Dentist (and dental
specialties)
• Dental hygienist
• Dental office manager
• Chairside DA
• Dental laboratory
technician
• Denturist
• Infection control
coordinator
• Others
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DA Qualifications and Credentials
• Licensure and
registration
– State by state
– DANB
– ADA
• Certification
– “Certified Dental
Assistant”
designation
– Eligibility pathways
for certification
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DA Eligibility Pathways
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CDA
COA
COMSA
CDPMA
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Continuing CDA Education
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Certification renewal
Minimum hours a year
Recertification sources
Random CDE audits
Multiple certification renewal requirements:
– One credential: 12 hours
– Two credentials: 18 hours
– Three credentials: 24 hours
– Four credentials: 36 hours
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Working Together as a Dental Team
Primary goal
Communication
Respect
Staff meetings
Morning huddle
Goal setting
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Law, Ethics, and the Dental Team
• Jurisprudence
– State Board of Dental Examiners
– State Dental Practice Act
– Expanded DA functions by state
• Ethics
– ADA Code of Ethics
– ADAA Code of Ethics
– Ethics and HIV/AIDs
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Dental Team Management
• Staff supervision
– General
– Direct
• Personnel policies
• Office manuals
• Hiring
• Firing
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The Law and Dental Team Supervision
• Fair hiring
• Quality of work
environment
• Harassment
• Employee behavior
• Written job
descriptions
• Provisional
employment
• Employee leasing and
temporary services
• Performance reviews
• Termination
• Salary and benefits
• Employee records
• Americans with
Disabilities Act
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Risk Management
Avoiding malpractice
Maintaining patient confidentiality
Reporting domestic abuse
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Managing Office Equipment
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Telephone
Fax machine
Photocopier
Computer
– Hardware
– Software
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Part B: Managing the Dental Record
Speaking dental
language
Charting the oral cavity
Managing patient records
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Four Quadrants ID
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Periodontium ID
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Hard and Soft Structures ID
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Deciduous Dentition ID
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Permanent Dentition ID
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Surfaces and Edges ID
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Cavity Classifications ID
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Oral Charting
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Complete dental chart
Tooth numbering systems
Charting symbols
Office systems
Charting terms
Common charting symbols
Manual versus computerized charting
Semi-automated exam instruments
ADA coding system
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Numbering and Charting Systems
• Numbering
– Universal numbering
– Palmer system
– Federation Dentaire Internationale
• Charting
– Anatomic
– Geometric
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Charting Abbreviation Quiz
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Abs
Adj
Amal
Anes
Ant
B
BO
BWX
Br
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Cem
Com
Consult
Cr
Decid
Del
Dent
DI
Diag
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Charting Abbreviation Quiz
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D
DL
DO
Ex
Ext
Est
F
FI
Fix Br
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FX
FGCr
FLD
FMX
FUD
G
GI
GO
Impac
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Charting Abbreviation Quiz
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IMPL
IMP
I
In
L
LS
Lido
L
LO
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M
MI
Miss
MO
MOD
Nbk
N202
O
On
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Charting Abbreviation Quiz
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OHI
Pano
PLD
PUD
PSR
Perm
PFS
Porc
PFG
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PFM
PJC
Post
PO
Prep
POH
P
Prox
Rem
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Charting Abbreviation Quiz
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RCT
St
Sh
SM
Temp
The
TX
Tx Pl
Xylo
• ZOE
• ZnP
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Charting Abbreviation Answers
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Abscess
Adjustment
Amalgam
Anesthetic
Anterior
Buccal
Bucco-occlusal
Bitewing
Bridge
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Cement
Composite
Consultation
Crown
Deciduous
Delivery
Denture
Disto-incisal
Diagnosis
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Charting Abbreviation Answers
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Distal
Disto-lingual
Disto-occlusal
Examination
Extraction
Estimate
Facial
Fluoride
Fixed bridge
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Fracture
Full gold crown
Full lower denture
Full-mouth x-rays
Full upper denture
Gold
Gold inlay
Gold onlay
Impaction
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Charting Abbreviation Answers
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Implant
Impression
Incisal
Inlay
Labial
Laser
Lidocaine
Lingual
Linguo-occlusal
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Mesial
Mesio-incisal
Missing
Mesio-occlusal
Mesio-occluso-distal
Nerve block
Nitrous oxide
Occlusal
Onlay
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Charting Abbreviation Answers
• Oral home
instructions
• Panorex
• Partial lower denture
• Partial upper denture
• Periodontal screening
record
• Permanent
• Pit & fissure sealants
• Porcelain
• Porcelain fused to
gold
• Porcelain fused to
metal
• Porcelain jacket
crown
• Posterior
• Postoperative
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Charting Abbreviation Answers
• Preparation
• Preventative oral
hygiene
• Prophylaxis
• Proximal
• Removable
• Root canal therapy
• Seat (final
cementation)
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Shade
Study models
Temporary
Tooth
Treatment plan
Xylocaine
Zinc-oxide eugenol
Zinc oxyphosphate
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Charting Symbols
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Charting Symbols
Revealed
Tooth
surgically
extracted
Tooth with
crown
Apical
abscess
Missing tooth
Unerupted
Teeth
Teeth drifting
or impacted
drifting
medially or
tooth
up or down
distally
Porcelain
Fixed
Fractured
Fused to
bridge
tooth
metal crown
Root-canal
Tooth w/
Periodontal
therapy on periodontal
abscess
tooth
pockets
Overhanging margins
Full or partial denture
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ADA Coding
• ADA updates code book every five years.
• Lists all known code numbers for dental
procedures.
• Codes are organized by:
– Category
– Specialty
– Type of treatment
• Manager can make coding cheat sheet.
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The Dental Patient Record
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Dental record contents
Record types
Ownership
Clinical uses
Radiation safety
Periodontal disease
predictability testing
• Intraoral camera
• Prescriptions
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Dental Record Contents
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Clinical record
Financial responsibility form
Informed consent form
Medical/dental history form
Dental radiographs
NOTE: Do not include personal
patient information in the dental record
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Dental Record Ownership and Use
• Ownership:
– Practice owns records
– Right to Privacy Act = patient access
• Uses:
– Diagnosis
– Treatment planning
– Case presentation
– Recall program
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Other Components of the Record
• Radiation safety
and alternatives
• Periodontal
disease
predictability
testing
• Intraoral camera
images
• Prescriptions
– Pharmaceutical
– Laboratory
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Nine Parts to the Drug Rx
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Abbreviating the Rx
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Before meals=
Twice a day=
Capsules=
Liquid=
Milliliter=
After meals=
Every 2 hours=
Every 3 hours=
Every 4 hours=
ac
bid
caps
liq
ml
pc
q2h
q3h
q4h
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Abbreviating the Rx
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Every 6 hours=
Every 12 hours=
Daily=
Every hour=
Four times a day=
As necessary=
Immediately=
Tablets=
Three times a day=
q6h
q12h
qd
qh
qid
prn
stat
tabs
tid
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Summary of Module
• Key Terms
• Managing the dental team
• Managing the dental record
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