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Dental examination note template

A structure for a new-patient or full routine examination: history, a complete soft and hard tissue check, periodontal screening, radiographs and a treatment plan. Use it as a checklist for what a thorough exam note should cover, then write your own findings under each heading.

PRESENTING COMPLAINT

Presenting Complaint:
Assisted by:

MEDICAL HISTORY

Medical History:
Allergies:
Medications:
PMS Updated:

SOCIAL HISTORY

Smoking:
Cigarettes per Day:
Years of Smoking:
Previous Cigarettes per Day:
Previous Years of Smoking:
Vaping:
Vaping Details:
Alcohol:
Stress:

DENTAL HISTORY

Toothbrushing:
Interdental Cleaning:
Diet:
Attendance:

EXTRAORAL EXAMINATION

Temporomandibular Joint:
Muscles of Mastication:
Lymph Nodes:
Salivary Glands:
Facial Symmetry:
Lips:

INTRAORAL: SOFT TISSUE

Mucosa:
Gingivae:
Tongue:
Palate:
Floor of Mouth:
Oropharynx:

INTRAORAL: HARD TISSUE

Dentition:
Restorations:
Missing Teeth:
Oral Hygiene:
Tooth Wear:

SCREENING & TESTS

Basic Periodontal Examination (BPE):
Basic Erosive Wear Examination (BEWE):

SPECIAL TESTS

Special Tests:

RADIOGRAPHS

Type:
Radiograph Status:
Justification:
Quality Grade:
Caries:
Bone Levels:
Other Findings:

DIAGNOSES

Diagnosis:
Periodontal Diagnosis:
Differential Diagnosis:

RISK ASSESSMENT

Caries Risk:
Periodontal Risk:
Tooth Surface Loss Risk:
Oral Cancer Risk:

OPTIONS & ALTERNATIVES

Options Discussed:
Estimate Discussed:

TREATMENT PLAN

Plan:
Prevention:
Next Examination:

GDC standard 4.1 expects a patient's clinical record to be made as the appointment happens, and to be accurate and complete.

How Assist helps

Assist fills this in for you.

Assist records the appointment and drafts a note in this structure for the dentist to review and sign off. It writes up what was said in the room, and you check every line before it goes in the record.

28 days free. No card required.
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