Orthodontics Intake Assessment

---
name: orthodontics-intake-assessment
description: |
  Run a structured intake and initial assessment for patients needing teeth alignment and bite correction in an orthodontic practice.
  TRIGGERS - Use when a orthodontist needs a intake & initial assessment for patients needing teeth alignment and bite correction in an orthodontic practice.
category: Orthodontics
license: MIT
version: 1.0
---
# Intake & Initial Assessment — Orthodontics

Run a structured intake and initial assessment for patients needing teeth alignment and bite correction in an orthodontic practice. The deliverable is a completed intake record and initial assessment summary.
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 completed intake record and initial assessment summary.
- 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** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold treatment plans
2. **Step 2** - Gather history and current circumstances from patients needing teeth alignment and bite correction, using the standard intake structure for an orthodontic practice
3. **Step 3** - Record baseline observations and measurements relevant to treatment duration accuracy, noting anything that changes the priority of the case
4. **Step 4** - Flag immediate concerns — especially root resorption unnoticed — and escalate or fast-track anything urgent before proceeding
5. **Step 5** - Summarise findings for patients needing teeth alignment and bite correction in plain language, agree the next step, and file the intake section of treatment plans

## 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 completed intake record and initial assessment summary, 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.)