2. Patient Record
For effective treatment to take place, dental assistants must get a
complete and accurate patient history.
This includes personal information, such as:
Name
Address
Phone numbers
Emergency contacts
Social security number
Insurance information.
3. Patient Record- Medical History
A medical history is also obtained, including:
information on past surgeries
Gall bladder removal or heart valve replacement
Diseases
Hypertension or diabetes
Injuries
Back injuries or broken bones
Allergies
Medications or latex
current medication use
Medical information relates to anything the patient is experiencing physically or mentally that
impacts the patient’s overall health status.
4. Patient Record- Dental History
Dental information is also obtained, such as:
Patient concerns
Date of last exam
Dental information is related to the patient’s oral health and
the reasons for the patient’s visit to the practice.
This includes the patient’s attitude toward dentistry and quality
of previous care of the oral cavity and teeth.
5. Clinical Observations
Clinical observation is then done to determine deviations from normal, such as:
Gait
Speech
Behavioral problems
Eyes
Dilated
Facial symmetry
Droopy eyelids
Clinical observation relates to any deviations from normal that the dental assistant may note while
speaking to and observing the interactions he or she is having with the patient.
6. Clinical Setting
Signing of consent forms
If a patient is going to have a general anesthetic or an invasive procedure performed, it
is necessary for the patient to sign a consent form.
Patient gives formal permission for tx
Implied consent is given if the patient is coming in for an initial exam
Referral information
If a patient is referred from another dentist for tx, then a referral form is needed.
Radiographs, if necessary
Before tx is started, radiographs must be taken to ensure proper tx
7. Clinical Examination
Mouth and lips
Cracking or ulceration
Smile line
Vermillion border
Commissures
External floor of mouth
Lymph nodes
8. Key Terms
Palpate
Feeling with the fingers or hand
Smile Line
Where the lips are when the patient smiles
Vermillion Border
The line around the lip
Commissures
The corners of the lip
10. Examine External Tissues of the Mandible
and Floor of Mouth
Examine the external floor of the mouth
and the cervical lymph nodes
The floor of the mouth is examined with
the patient’s mouth closed
The DA palpates the soft tissues in the
area with the fingers, checking for any
abnormalities
11. Examine the Cervical Lymph Nodes
Have the patient turn their
head to the side.
The DA gently feels the chain
of lymph nodes from the ear
to the collar bone.
This is done on the opposite
side of the neck as well.
12. Examine the Temporomandibular Joint (TMJ)
The DA sits behind the patient’s head to palpate
the joint as the patient opens and closes his or
her mouth
The DA also places a finger from each hand just
anterior to the tragus of each ear and has the
patient open and close his or her mouth.
The operator listens for any noise from the TMJ
Clicking
Feels for any catching as the patient opens
Any symptoms, pain, or tenderness is noted on
the patient’s chart
13. Intraoral Exam
The operator will do a quick visual assessment looking
for any obvious problems.
Problems could include:
Lesions in the mouth
Abscessed teeth
Color changes in oral mucosa
14. Intraoral Examination of Floor of Mouth
Support the mandible with
one hand while gently
palpating with fingers of the
other hand on the ventral
sides of the tongue and floor
of mouth
15. Examine the Oral Mucosa and Frenum
The mucosa and the frena of
the upper and lower lips are
examined by gently pulling the
lips out and inspecting the
area.
16. Examine the Palate and the Posterior of the
Tongue using Mouth Mirror
Examine maxillary and
mandibular buccal area
Examine the palate and the
posterior of the tongue
17. Examine the Tongue
Last area to be examined
A gauze sponge is needed to grasp the
tongue
Place the gauze around the tip of the
tongue and pull to the side to visually
inspect the posterior area on each side.
Lift the tongue to examine under
Ask the patient to say “ah-ah” so you
can examine the uvula and the tissues
of the oropharynx
18. After the Extraoral and Intraoral Exam
Each tooth is evaluated by the dentist and the findings are noted on the
dental chart portion of the dental record
Periodontal charting is completed to establish the health of the gum and
bone tissue
The dentist may order additional diagnostic items such as:
Study models
Bite registration
X-rays
These will aid in giving the patient a complete diagnosis
19. Diagnosis and Tx Plan
The dentist will evaluate the information obtained from the
patient, x-rays, models, bite registration, and examination and
come up with a diagnosis.
A decision or conclusion reached by the dentist that identifies any dental
problems or concerns for the patient.
The treatment will be identified in a treatment plan.
Where the dentist records the plan of care for the patient
It will list all problems that were identified
The dentist or the DA will present the treatment plan, and answer any of the patient’s
questions
20. The Treatment Plan
Tx plan may have to be completed in stages
It may also have to be revised to meet the patient’s budget
and insurance concerns
Discussion between the dentist and/or DA and the patient can
occur at the tx plan appt.
Informed Consent and the scheduling of appointments usually
occurs at this time.
21. Treatment Notes
The DA and the dentist will review medical and dental history each time the patient visits and update the
information.
Tx notes are entered on the patient’s record and begin with the current date, the tooth number and the
specific treatment that occurred.
This record should show:
the anesthetic given and any reactions
the dental treatment
What was done and used during tx
All entries should be very precise, clear and legible.
Entries should be in ink, unless entered on the computer
Each time the patient is in for dental treatment, the record is updated and the procedure followed.
Also updated if the patient calls the office or the office calls them with the reason for the call
22. Vital Signs
Vital signs are the basic signs of life
They include:
Body temperature
Pulse
Blood pressure
Respiration rate
Initial measurement of vital signs are baseline vital signs.
Should be completed on every patient, before starting any treatment
23. Vital Signs
Give the operator specific information a bout the physical
and emotional condition of the patient
They may point out previously undetected abnormalities
Vital signs, along with overall patient health information
and any pain that the patient reports to the dentist, aid in
planning the patient’s dental tx and are essential during
emergency tx.
24. Body Temperature
A thermometer is used to measure body temperature
Compared to the normal body temperature range, and if higher or lower, must
be further investigated.
A range is used when identifying the normal body temperature, because
temperature varies from person to person and throughout the day.
Temperature rises during workouts, emotional excitement, and even eating.
Temperature in young children and infants will vary more than in adults
25. Body Temperature
Normal Range in
Fahrenheit:
99.5º
98.6º Average
36.0º
Normal Range in
Celsius:
37.5º
37.0º Average
35.5º
26. Body Temperature
The patient has a fever is he or she is above the normal range.
An antipyretic (used to reduce fever) could include:
Cold packs
Alcohol rubs
Acetaminophen
Nonsteroidal anti-inflammatory OTC drugs
Aspirin
27. Body Temperature
A patient is said to be hypothermic if the body
temperature is below normal (96º)
Hypothermia could be caused by:
Prolonged exposure to cold
Over dose of antipyretic drugs such as aspirin.
28. Body Temperature
Tympanic thermometer: ear thermometer
Infrared signal is bounced off the tympanic membrane or ear drum.
Contraindication would be too much ear wax
Could cause inaccurate reading
Dental offices do not routinely take a temperature unless the
situation arises where the information is needed; however it is always
beneficial to have the knowledge and understanding of
temperature, the role it plays in health, and the normal ranges.
29. Pulse
Intermittent beating sensation felt when fingers are pressed against an artery.
Pulse rate is determined by palpation
Do not use thumb to palpate.
Why?
Pulse can be palpated on one of several arteries:
Radial
Carotid
Temporal
The DA usually most commonly uses the radial artery.
30. Pulse- Radial Pulse Site
Located on the radial artery, on the
thumb side of the wrist
It can be found approximately one
inch above the base of the thumb
Most common site for obtaining
pulses in the dental office
31. Pulse- Carotid Pulse Site
Located on the carotid artery in the
neck, just below the angle of the
mandible
Normally large and therefore easy to
locate
32. Pulse- Temporal Pulse Site
Over the smaller temporal artery
located in the temporal fossa
Slight depression just in front of the eat
at about the level of the eyebrow
More difficult to locate than radial
or carotid
33. Pulse
Pulse rate: beats per minute
Pulse rhythm: notes regular expansion and contraction of an artery
caused by the heart pumping blood through the body
Irregular
Slow
Rapid
Pulse Volume: strength of the pulse
Strong
Weak
34. Pulse
Number of beats per minute varies depending on:
Patients age
Sex
Physical and mental conditions
It is expressed in a range without an absolute number
36. Pulse
Ensure patient is positioned with arm level or lower than the heart
Ensure arm is supported and extended
Most operators take the pulse for 30 seconds and then double that
number
Anything less than 30 seconds will not allow the operator to determine any
arrhythmia
37. Pulse
Normal Pulse Rates for
Adults
60 to 100 beats per
minute (BPM)
Normal Pulse Rates for
Children
70 to 100 beats per
minute (BPM)
39. Respiration
It is best to assess respiration when the patient is not aware of
what you are doing.
Count the respirations after obtaining a pulse.
The patient will still think you are taking a pulse while you
count respirations.
40. Respiration
Tachypnea: abnormally rapid resting respiratory rate
Bradypnea: abnormally slow resting respiratory rate
Generally, children have a more rapid respiration rate,
as with pulse rate
The younger the child, the faster the rate
41. Respiration
Respiratory rhythm: breathing pattern
Respiration depth: amount of air that is inhaled and exhaled
shallow or deep
Other notations about the breath sounds that are heard should be
noted in the chart
Raspy
Wheezy
43. Blood Pressure
An important indicator of the health of the patient’s cardiovascular
system
The patient may have heart disease and still feel good and look
outwardly healthy.
The fear of dental treatment may be stressful enough, though, to
induce a heart attack, so we must take and record BP before
treatment
It is not done in all dental offices, because not all dental assistants
have been trained to perform this skill.
44. Blood Pressure
Some dental offices have an
automated blood pressure
machine
These can be placed on the upper
forearm or on the wrist
45. Blood Pressure
Blood pressure is measured by placing a
sphygmomanometer around the brachial
artery
Cloth-covered inflatable rubber bladder used
to control the flow of blood in the artery
The brachial artery is palpated
Located at the inside of the elbow in the
antecubital space (indented area) as the arm is
stretched straight.
46. Blood Pressure
Position the arm at the patient’s heart height
After brachial artery is located, the cuff can be placed one inch above
the bend in the elbow and secured.
The DA then uses a stethoscope
Instrument used to hear and amplify the sounds produced by the heart
Has two ear pieces that must be placed in the ears in a forward position
At the end piece is a diaphragm which amplifies and sends sound up the tubing to
the ears
The DA pumps up the cuff, which closes off the blood in the artery, and
the slowly lets the air escape.
47.
48. Blood Pressure
Before taking the patient’s blood pressure, the assistant should estimate the
systolic pressure using the “palpate, inflate, obliterate, deflate” method.
While listening with the stethoscope, the assistant places the cuff on the
patient’s arm above the antecubital space and palpates the radial pulse.
Then, the DA slowly inflates the cuff just until the pulse is obliterated,
memorizes the number (mm Hg), and releases the pressure in the bulb.
Add 30 mm Hg to the number representing the obliteration point.
This is the estimated systolic pressure and gives a target point to inflate the cuff
49. Blood Pressure
The DA listens to the first pulsation sound and notes where the
needle is indicating on the pressure gauge.
The first sound heard indicates systolic blood pressure
Created when the heart contracts and forces blood through the arteries.
Systolic blood pressure is the TOP number when recording BP
50. Blood Pressure
Once the systolic blood pressure is determined,
listen carefully and watch the pressure gauge until
the pulsation sound disappears. This is noted on the
gauge as the diastolic blood pressure.
Created as the arteries return to their original state
when the hear relaxes between contractions.
Diastolic blood pressure is the BOTTOM number when
recording BP
51. Blood Pressure
Korotkoff sounds are sounds heard when medical personnel listen through a stethoscope while
they are taking blood pressure.
They are not audible if the patient is without arterial disease, or if the cuff is inflated above the
systolic blood pressure because that would mean that the blood flow is occluded
Like pinching a rubber hose closed so that water is not allowed to flow through it
As the blood begins to flow in spurts it results in turbulence that produces an audible sound
As the pressure in the cuff becomes less, thumping sounds continue to be heard, and then as the
cuff pressure continues to go down the sounds change, becoming more muted and then
disappearing altogether. That is when the diastolic pressure is noted.
The cuff is no longer restricting the flow of blood
52. Blood Pressure
The first Korotkoff sound is the snapping sound first heard at the systolic pressure.
Clear, repetitive, tapping sounds for at least two consecutive beats are considered the systolic pressure
The second sounds are the murmurs heard for most of the area between the systolic and diastolic
pressures
The third sound was described as loud, crisp, tapping sound
The fourth sound, at pressures within 10 mm Hg above the diastolic blood pressure
Thumping and muting
The fifth Korotkoff sound is silence as the cuff pressure drops below diastolic blood pressure.
The disappearance of sound is considered the diastolic blood pressure, 2 mm Hg above the last sound heard.
The second and third Korotkoff sounds have no known clinical significance
53. Recording Blood Pressure
Two measurements are always recorded when taking blood pressure
Recoded as a fraction
Systolic/diastolic
Recorded in even numbers (the gauge only has even numbers)
There is no absolute number for normal blood pressure, it is a range like
other vital signs
Children normally have lower pressure, and as adults age, the blood
pressure goes up
55. Blood Pressure
Hypertension: Higher-than-normal blood pressure
Hypotension: Lower-than-normal blood pressure
An increase in diastolic pressure is more significant
than an increase in systolic pressure, because it
indicates that the heart is working harder.
56. Normal Blood Pressure Readings
Child 10 years of age:
100/66
Adolescent 16 years of age:
118/76
Adult
Systolic below 140, but above 100
Diastolic below 90, but above 60
57. Blood Pressure
Place the head of the stethoscope directly over the palpated pulse, making sure not to touch the bladder cuff, as it
would create extraneous sounds.
Close the valve on the bulb, and rapidly inflate the cuff to 30 above the palpated systolic pressure.
Open the valve, slowly deflating the cuff.
Note that the pressure should drop at 2 to 3 per second.
With your eyes directly in line of the dial, note the reading at which you hear the first beat, or the systolic pressure.
Allow the pressure to lower steadily until you note a change in the sound to a softer, more muffled sound.
This can be noted as the diastolic pressure.
Continue to release the pressure until all sound disappears, which may also indicate the diastolic pressure.
Check with your physician for which reading they prefer.
Remove the stethoscope from your ears, and finish deflating the cuff, and release the remaining air by squeezing the
cuff between your hands.