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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

• Abandonment • Oral prophylaxis


• Byte • Orthodontics
• CPU • Periodontics
• Denturist • Prostheses
• Endodontics
• Esthetics
• Jurisprudence

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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

• CDA
• COA
• COMSA
• CDPMA

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Continuing CDA Education

• 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 • Employee leasing and


• Quality of work temporary services
environment • Performance reviews
• Harassment • Termination
• Employee behavior • Salary and benefits
• Written job • Employee records
descriptions • Americans with
• Provisional Disabilities Act
employment
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Risk Management

Avoiding malpractice

Maintaining patient confidentiality

Reporting domestic abuse

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Managing Office Equipment

• 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

• 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

• Abs • Cem
• Adj • Com
• Amal • Consult
• Anes • Cr
• Ant • Decid
• B • Del
• BO • Dent
• BWX • DI
• Br • Diag
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Charting Abbreviation Quiz

• D • FX
• DL • FGCr
• DO • FLD
• Ex • FMX
• Ext • FUD
• Est • G
• F • GI
• FI • GO
• Fix Br • Impac
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Charting Abbreviation Quiz

• IMPL • M
• IMP • MI
• I • Miss
• In • MO
• L • MOD
• LS • Nbk
• Lido • N202
• L • O
• LO • On
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Charting Abbreviation Quiz

• OHI • PFM
• Pano • PJC
• PLD • Post
• PUD • PO
• PSR • Prep
• Perm • POH
• PFS • P
• Porc • Prox
• PFG • Rem
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Charting Abbreviation Quiz

• RCT • ZOE
• St • ZnP
• Sh
• SM
• Temp
• The
• TX
• Tx Pl
• Xylo
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Charting Abbreviation Answers

• Abscess • Cement
• Adjustment • Composite
• Amalgam • Consultation
• Anesthetic • Crown
• Anterior • Deciduous
• Buccal • Delivery
• Bucco-occlusal • Denture
• Bitewing • Disto-incisal
• Bridge • Diagnosis
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Charting Abbreviation Answers

• Distal • Fracture
• Disto-lingual • Full gold crown
• Disto-occlusal • Full lower denture
• Examination • Full-mouth x-rays
• Extraction • Full upper denture
• Estimate • Gold
• Facial • Gold inlay
• Fluoride • Gold onlay
• Fixed bridge • Impaction
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Charting Abbreviation Answers

• Implant • Mesial
• Impression • Mesio-incisal
• Incisal • Missing
• Inlay • Mesio-occlusal
• Labial • Mesio-occluso-distal
• Laser • Nerve block
• Lidocaine • Nitrous oxide
• Lingual • Occlusal
• Linguo-occlusal • Onlay
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Charting Abbreviation Answers

• Oral home • Porcelain


instructions • Porcelain fused to
• Panorex gold
• Partial lower denture • Porcelain fused to
• Partial upper denture metal
• Periodontal screening • Porcelain jacket
record crown
• Permanent • Posterior
• Pit & fissure sealants • Postoperative
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Charting Abbreviation Answers

• Preparation • Shade
• Preventative oral • Study models
hygiene • Temporary
• Prophylaxis • Tooth
• Proximal • Treatment plan
• Removable • Xylocaine
• Root canal therapy • Zinc-oxide eugenol
• Seat (final • Zinc oxyphosphate
cementation)
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Charting Symbols

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Charting Symbols
Revealed Missing tooth
Tooth Unerupted Teeth Teeth drifting
surgically or impacted drifting medially or
extracted tooth up or down distally
Porcelain
Tooth with Fixed Fractured
Fused to
crown bridge tooth
metal crown
Root-canal Tooth w/
Apical Periodontal
therapy on periodontal
abscess 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

• Dental record contents


• Record types
• Ownership
• Clinical uses
• Radiation safety
• Periodontal disease
predictability testing
• Intraoral camera
• Prescriptions
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Dental Record Contents

• 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 • Prescriptions


and alternatives – Pharmaceutical
• Periodontal – Laboratory
disease
predictability
testing
• Intraoral camera
images
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Nine Parts to the Drug Rx

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Abbreviating the Rx

• Before meals= ac
• Twice a day= bid
• Capsules= caps
• Liquid= liq
• Milliliter= ml
• After meals= pc
• Every 2 hours= q2h
• Every 3 hours= q3h
• Every 4 hours= q4h
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Abbreviating the Rx

• Every 6 hours= q6h


• Every 12 hours= q12h
• Daily= qd
• Every hour= qh
• Four times a day= qid
• As necessary= prn
• Immediately= stat
• Tablets= tabs
• Three times a day= tid
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Summary of Module

• Key Terms
• Managing the dental team
• Managing the dental record

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