Orthodontics Assessment Report

---
name: orthodontics-assessment-report
description: |
  Assess patients needing teeth alignment and bite correction and write a defensible findings report as a orthodontist.
  TRIGGERS - Use when a orthodontist needs a assessment & findings report for patients needing teeth alignment and bite correction in an orthodontic practice.
category: Orthodontics
license: MIT
version: 1.0
---
# Assessment & Findings Report — Orthodontics

Assess patients needing teeth alignment and bite correction and write a defensible findings report as a orthodontist. The deliverable is a structured assessment report with findings, evidence and recommendations.
This skill is written for a orthodontist working with patients needing teeth alignment and bite correction in an orthodontic practice.

## When to use
- You are a orthodontist preparing, delivering or reviewing this part of your work in an orthodontic practice.
- You need a defensible, repeatable approach that produces a structured assessment report with findings, evidence and recommendations.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Occlusion | how the upper and lower teeth meet |
| Aligner | a clear removable tray that moves teeth gradually |
| Retention | holding teeth in their new position after treatment |

## Workflow
1. **Step 1** - Review the intake record and treatment plans so the assessment builds on verified information, not assumptions
2. **Step 2** - Carry out the assessment using fixed braces, following the recognised method for an orthodontic practice
3. **Step 3** - Compare findings against the benchmarks behind treatment duration accuracy and note where evidence is strong, weak or missing
4. **Step 4** - Draft the report: findings first, then interpretation, then recommendations in priority order
5. **Step 5** - Check the draft for accuracy and for root resorption unnoticed; have it reviewed where the profession's standards require a second sign-off

## Profession-Specific Components
| Component | Details for Orthodontics |
|-----------|-------------------------------|
| Core documentation | treatment plans; cephalometric analyses; retention records; progress photographs |
| Core tools & equipment | fixed braces; aligner systems; cephalometric software; retainers |
| People involved | patients needing teeth alignment and bite correction; the orthodontist; colleagues and other services in an orthodontic practice |
| Primary record | treatment plans — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in an orthodontic practice] | **Objective:** [What this must achieve] | **Audience:** [patients needing teeth alignment and bite correction and other stakeholders]

The finished output is a structured assessment report with findings, evidence and recommendations, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in treatment plans.
2. **Short-term:** Complete the workflow steps and record outcomes against treatment duration accuracy.
3. **Medium-term:** Review results, close actions, and update local procedures in an orthodontic practice.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| treatment duration accuracy | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |
| appointment attendance | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |
| breakage rates | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |
| result satisfaction scores | Agree a local target and track the trend | Measured from treatment plans and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: root resorption unnoticed.
- Never let this happen: treatment extended by missed appointments.
- Never let this happen: poor retention compliance.
- Work only within the competence and authority of a orthodontist; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to an orthodontic practice's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A orthodontist in an orthodontic practice applies this workflow for patients needing teeth alignment and bite correction: they open
treatment plans, work through the five steps using fixed braces, and close by recording
the outcome against treatment duration accuracy and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)