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Literature review
Type of study Review
Authors Jeffrey P. Okeson
Date of publication 2015
Name of Journal (AmJ Orthod Dentofacial Orthop (AJO-DO)
 Orthodontic therapy can be likened to a full mouth reconstruction by a prosthodontist, however: this
therapy is accomplished in the natural dentition & most of these changes occur in young, healthy adults.
 It would therefore behoove orthodontists to be cognizant of the effects of these changes, since they will
influence masticatory functions for each patient's lifetime.
 Over the years, the role of occlusion on temporomandibular disorder (TMD) has been extensively
debated, leading to many opinions and much controversy.
Introduction & background
To review the history of occlusion and TMD as it relates to orthodontics.
Aim of this study
1. History of Occlusion and TMD in Orthodontics
2. The Role of Orthodontic Therapy in TMD
3. Current Functional Treatment Goals for Orthodontic Therapy
4. Future Considerations of Occlusion for Orthodontists
5. Conclusion
Article divided into 5 sections
History of Occlusion and TMD in Orthodontics
 The history of orthodontics must begin with the work of Dr. Edward Angle, considered the father of this
specialty.
 He generally divided the occlusion into 3 types: normal, or Angle Class I, Angle Class II and Angle Class III.
 These classifications were useful for communications between professionals and for research purposes.
 At that time, interest in occlusion was primarily associated with esthetics.
 Sound occlusal stability with acceptable tooth angulations and centered midlines were needed to
establish successful esthetics.
History of Occlusion and TMD in Orthodontics
 Andrews proposed 6 basic keys to establishing a sound Angle Class I occlusion; these became well-
accepted orthodontic treatment guidelines for finalizing the dental occlusion.
 Although these guidelines were useful, they had no reference to the joint position.
 By the mid-1970s and early 1980s Dr. Ronald Roth wrote about the importance of joint positions in
orthodontic therapy. According to Roth, orthodontic treatment goals can be divided into 5 categories: facial
esthetics, dental esthetics, functional occlusion, periodontal health, and stability.
History of Occlusion and TMD in Orthodontics
 The uniqueness of Dr. Roth's goals was the inclusion of function.
 He insisted that orthodontists needed to use a dental articulator for treatment planning and managing
orthodontic patients.
 This became a debated and controversial concept  controversy among Orthodontists.
The Role of Orthodontic Therapy in TMD
 By the mid-1990s, a series of studies became available that helped to answer this important question The
data did not suggest that orthodontic therapy was a significant risk factor for the development of
symptoms of TMD.
The Role of Orthodontic Therapy in TMD
 How these studies should be interpreted?
 Most of these studies were well designed, leading readers to conclude that orthodontic therapy is not a
risk factor for TMD. “Such a broad statement is most likely too simple”.
 A second consideration is that all the long-term studies on the relationship between orthodontic therapy
and TMD have been accomplished with well-controlled orthodontic therapies (Perhaps poorly completed
orthodontic therapies do reveal risk factors for TMD).
The Role of Orthodontic Therapy in TMD
 Many patients receiving the orthodontic therapy were young, healthy, and adaptive. (Providing orthodontic
therapy in a developing masticatory system may help patients to adapt to the occlusal changes and joint
positions, rendering them less likely to have functional problems in the future.
 The occlusion is only one of several factors that are associated with TMD. A thorough review of the
literature shows that there are at least 5 major etiologic factors that can be associated with TMD:
occlusion, trauma, emotional stress, deep pain input, and parafunction.
The Role of Orthodontic Therapy in TMD
 Each patient’s adaptability, which is still another factor that has yet to be well investigated:
1. The gene that encodes for catechol-O-methyl-transferase, an enzyme associated with pain
responsiveness, varies in patients.
2. There appear to be 3 clusters of persons who respond differently to a painful stimulus. Some are more
sensitive to pain, whereas others are less sensitive ( prospective cohort study of 186 post orthodontic
female patients, those who were genetically found to be in the pain sensitive cluster developed more
symptoms of TMD than did those in the pain insensitive cluster perhaps the actual orthodontic therapy
itself was not the significant factor in the developing TMD.
The Role of Orthodontic Therapy in TMD
 How orthodontic therapy can be used to minimize any risk factors that relate to TMD?
 Of the known etiologies of TMD, orthodontic therapy routinely affects only 1 factor: occlusion.
 However, even occlusal factors are not always related to TMD.
 Since occlusal factors may be a potential source of TMD in some patients, it would seem logical that
orthodontists should develop occlusal conditions that will minimize any risk factors that might be
associated with TMD (Does not mean the patient will be free of TMD).
Current Functional Treatment Goals for Orthodontic Therapy
 A stable masticatory system includes a stable occlusal position in harmony with a stable joint position.
 To accomplish this, orthodontists need to appreciate basic orthopedic principles that lead to successful
function.
 A lack of harmony between the occlusal position and the joint position may be a risk factor that
potentiates dysfunction of the structures.
Current Functional Treatment Goals for Orthodontic Therapy
 Every mobile joint has a musculoskeletally stable position: the position stabilized by the activity of the
muscles that pull across it.
 The musculoskeletally stable position is the most orthopedically stable position for the joint and can be
identified by observing the directional forces applied by the stabilizing muscles.
Current Functional Treatment Goals for Orthodontic Therapy
 The major muscles that stabilize temporomandibular joints are the elevators: temporalis, masseter, and
medial pterygoid muscles.
 Temporalis muscles  stabilizes the condyles in superiority in the fossa
 Masseter and medial pterygoid muscles  seats the condyles superiorly and anteriorly against the
posterior slopes of the articular eminence.
 Lateral pterygoid muscles also contribute to joint stability  positions the condyles anteriorly
against the posterior slopes of the articular eminence)
Current Functional Treatment Goals for Orthodontic Therapy
 In the postural position, without influence from the occlusal condition, the condyles are stabilized by the
muscle tonus of the elevator and the inferior lateral pterygoid muscles.
 The complete definition of the most orthopedically stable joint position is when the condyles are in their
most superoanterior positions in the articular fossae, resting against the posterior slopes of the articular
eminences, with the articular discs properly interposed. This position is the most musculoskeletally stable
position of the mandible.
Current Functional Treatment Goals for Orthodontic Therapy
 How to determine it?
 An easy and effective method of locating the musculoskeletally stable position is the bilateral manual
manipulation technique. (Please go back to Fig 2- page S219).
 The anterior teeth should be no more than 10 mm apart to ensure that the temporomandibular ligaments
have not forced translation of the condyles.
 In this superoanterior position, the condyle-disc complexes are in the proper relationship to accept forces.
Current Functional Treatment Goals for Orthodontic Therapy
 If pain is elicited, it is possible that some type of intracapsular disorder exists& an accurate mandibular
position will probably not be found. Therefore, the reason for this pain needs to be investigated and
managed before any orthodontic therapy.
 When the condyles are in their most stable positions in the fossae and the mouth is closed, the teeth
should occlude in their most stable relationship  Maximal intercuspation of the teeth.
 This occlusal relationship furnishes maximum stability for the mandible and minimizes the amount of
force placed on each tooth during function.
Current Functional Treatment Goals for Orthodontic Therapy
 During lateral excursions:
 Anterior teeth are better candidates to accept the horizontal forces than the posterior teeth because they
are farther from the force vectors; this results in less force to these teeth. The canines are the best suited to
accept the horizontal forces during eccentric movements:
 They have the longest and largest roots.
 The best crown-to-root ration.
 Surrounded by dense compact bone, which tolerates the forces better than does the medullary
bone around the posterior teeth.
Current Functional Treatment Goals for Orthodontic Therapy
 When the mandible moves forward into protrusive contact, the anterior teeth should also provide
adequate contact or guidance to disarticulate the posterior teeth.
Current Functional Treatment Goals for Orthodontic Therapy
 The following is a summary of the conditions that provide optimum orthopedic stability in the
masticatory system. This represents orthodontic treatment goals for all patients:
 When the mouth closes, the condyles should be in their most superoanterior position (musculoskeletally
stable), resting on the posterior slopes of the articular eminences with the discs properly interposed. In
this position, there should be even and simultaneous contact of all posterior teeth. The anterior teeth
may also contact but more lightly than the posterior teeth.
Current Functional Treatment Goals for Orthodontic Therapy
 When the mandible moves into laterotrusive positions, there should be adequate tooth guided contacts
on the laterotrusive (working) side to immediately disclude the mediotrusive (nonworking) side. The
canines (canine guidance) provide the most desirable guidance.
 When the mandible moves into a protrusive position, there should be adequate tooth guided contacts
on the anterior teeth to immediately disclude all posterior teeth.
 When the patient sits upright (in the alert feeding position) and is asked to bring the posterior teeth into
contact, the posterior tooth contacts should be heavier than the anterior tooth contacts.
Current Functional Treatment Goals for Orthodontic Therapy
 The orthodontist must always be aware of the musculoskeletally stable position of the condyles and
finalize the occlusion in relationship to this position.
 The orthodontist must provide an occlusal condition that is within the patient's physiologic tolerance or
adaptability.
 In a growing patient, it would be reasonable to assume that this is within several millimeters of the
musculoskeletally stable position of the joint.
 How adaptable the patient's masticatory structures are? Unknown! An articulator might be necessary in
difficult cases and in adults patients in specific (less growth and adaptability).
Future Considerations of Occlusion for Orthodontists
 What has yet to be investigated is:
 How orthopedic stability or instability affects the dynamic functions of the masticatory system: chewing,
swallowing, and speech.
 How and when parafunctional activities become contributors to the breakdown of the system.
 The variability of a patient's innate ability to adapt to change (affected by multiple factors e.g. the patient's
biology, learned experiences, and psychologic conditions (ie, obsessive-compulsive disorders).
Conclusion
 Although in most situations orthodontic therapy neither causes nor prevents TMD, the orthodontist is in
an excellent position to provide orthopedic stability in the masticatory structures.
 Treatment goals directed toward establishing orthopedic stability in the masticatory structures should be
a routine part of all orthodontic therapy.
 Achieving these goals will most likely reduce the patient's risk factors for developing TMD.
Post-orthodontic Periodontal Treatment
After orthodontic treatment, the patient should remain on a 3 month periodontal maintenance program.
A nightguard is indicated to control parafunction and can also be used as a post-orthodontic retainer.
Occlusal adjustment to diminish any fremitus from lateral interferences
Take a new set of periapical radiographs.
It takes at least 6 months after band removal for adequate bone remodeling and cessation of mobility.

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Evolution of occlusion and temporomandibular disorder in orthodontics by Jeffrey P. Okeson ppt

  • 2. Type of study Review Authors Jeffrey P. Okeson Date of publication 2015 Name of Journal (AmJ Orthod Dentofacial Orthop (AJO-DO)
  • 3.  Orthodontic therapy can be likened to a full mouth reconstruction by a prosthodontist, however: this therapy is accomplished in the natural dentition & most of these changes occur in young, healthy adults.  It would therefore behoove orthodontists to be cognizant of the effects of these changes, since they will influence masticatory functions for each patient's lifetime.  Over the years, the role of occlusion on temporomandibular disorder (TMD) has been extensively debated, leading to many opinions and much controversy. Introduction & background
  • 4. To review the history of occlusion and TMD as it relates to orthodontics. Aim of this study
  • 5. 1. History of Occlusion and TMD in Orthodontics 2. The Role of Orthodontic Therapy in TMD 3. Current Functional Treatment Goals for Orthodontic Therapy 4. Future Considerations of Occlusion for Orthodontists 5. Conclusion Article divided into 5 sections
  • 6. History of Occlusion and TMD in Orthodontics  The history of orthodontics must begin with the work of Dr. Edward Angle, considered the father of this specialty.  He generally divided the occlusion into 3 types: normal, or Angle Class I, Angle Class II and Angle Class III.  These classifications were useful for communications between professionals and for research purposes.  At that time, interest in occlusion was primarily associated with esthetics.  Sound occlusal stability with acceptable tooth angulations and centered midlines were needed to establish successful esthetics.
  • 7. History of Occlusion and TMD in Orthodontics  Andrews proposed 6 basic keys to establishing a sound Angle Class I occlusion; these became well- accepted orthodontic treatment guidelines for finalizing the dental occlusion.  Although these guidelines were useful, they had no reference to the joint position.  By the mid-1970s and early 1980s Dr. Ronald Roth wrote about the importance of joint positions in orthodontic therapy. According to Roth, orthodontic treatment goals can be divided into 5 categories: facial esthetics, dental esthetics, functional occlusion, periodontal health, and stability.
  • 8. History of Occlusion and TMD in Orthodontics  The uniqueness of Dr. Roth's goals was the inclusion of function.  He insisted that orthodontists needed to use a dental articulator for treatment planning and managing orthodontic patients.  This became a debated and controversial concept  controversy among Orthodontists.
  • 9. The Role of Orthodontic Therapy in TMD  By the mid-1990s, a series of studies became available that helped to answer this important question The data did not suggest that orthodontic therapy was a significant risk factor for the development of symptoms of TMD.
  • 10. The Role of Orthodontic Therapy in TMD  How these studies should be interpreted?  Most of these studies were well designed, leading readers to conclude that orthodontic therapy is not a risk factor for TMD. “Such a broad statement is most likely too simple”.  A second consideration is that all the long-term studies on the relationship between orthodontic therapy and TMD have been accomplished with well-controlled orthodontic therapies (Perhaps poorly completed orthodontic therapies do reveal risk factors for TMD).
  • 11. The Role of Orthodontic Therapy in TMD  Many patients receiving the orthodontic therapy were young, healthy, and adaptive. (Providing orthodontic therapy in a developing masticatory system may help patients to adapt to the occlusal changes and joint positions, rendering them less likely to have functional problems in the future.  The occlusion is only one of several factors that are associated with TMD. A thorough review of the literature shows that there are at least 5 major etiologic factors that can be associated with TMD: occlusion, trauma, emotional stress, deep pain input, and parafunction.
  • 12. The Role of Orthodontic Therapy in TMD  Each patient’s adaptability, which is still another factor that has yet to be well investigated: 1. The gene that encodes for catechol-O-methyl-transferase, an enzyme associated with pain responsiveness, varies in patients. 2. There appear to be 3 clusters of persons who respond differently to a painful stimulus. Some are more sensitive to pain, whereas others are less sensitive ( prospective cohort study of 186 post orthodontic female patients, those who were genetically found to be in the pain sensitive cluster developed more symptoms of TMD than did those in the pain insensitive cluster perhaps the actual orthodontic therapy itself was not the significant factor in the developing TMD.
  • 13. The Role of Orthodontic Therapy in TMD  How orthodontic therapy can be used to minimize any risk factors that relate to TMD?  Of the known etiologies of TMD, orthodontic therapy routinely affects only 1 factor: occlusion.  However, even occlusal factors are not always related to TMD.  Since occlusal factors may be a potential source of TMD in some patients, it would seem logical that orthodontists should develop occlusal conditions that will minimize any risk factors that might be associated with TMD (Does not mean the patient will be free of TMD).
  • 14. Current Functional Treatment Goals for Orthodontic Therapy  A stable masticatory system includes a stable occlusal position in harmony with a stable joint position.  To accomplish this, orthodontists need to appreciate basic orthopedic principles that lead to successful function.  A lack of harmony between the occlusal position and the joint position may be a risk factor that potentiates dysfunction of the structures.
  • 15. Current Functional Treatment Goals for Orthodontic Therapy  Every mobile joint has a musculoskeletally stable position: the position stabilized by the activity of the muscles that pull across it.  The musculoskeletally stable position is the most orthopedically stable position for the joint and can be identified by observing the directional forces applied by the stabilizing muscles.
  • 16. Current Functional Treatment Goals for Orthodontic Therapy  The major muscles that stabilize temporomandibular joints are the elevators: temporalis, masseter, and medial pterygoid muscles.  Temporalis muscles  stabilizes the condyles in superiority in the fossa  Masseter and medial pterygoid muscles  seats the condyles superiorly and anteriorly against the posterior slopes of the articular eminence.  Lateral pterygoid muscles also contribute to joint stability  positions the condyles anteriorly against the posterior slopes of the articular eminence)
  • 17. Current Functional Treatment Goals for Orthodontic Therapy  In the postural position, without influence from the occlusal condition, the condyles are stabilized by the muscle tonus of the elevator and the inferior lateral pterygoid muscles.  The complete definition of the most orthopedically stable joint position is when the condyles are in their most superoanterior positions in the articular fossae, resting against the posterior slopes of the articular eminences, with the articular discs properly interposed. This position is the most musculoskeletally stable position of the mandible.
  • 18. Current Functional Treatment Goals for Orthodontic Therapy  How to determine it?  An easy and effective method of locating the musculoskeletally stable position is the bilateral manual manipulation technique. (Please go back to Fig 2- page S219).  The anterior teeth should be no more than 10 mm apart to ensure that the temporomandibular ligaments have not forced translation of the condyles.  In this superoanterior position, the condyle-disc complexes are in the proper relationship to accept forces.
  • 19.
  • 20. Current Functional Treatment Goals for Orthodontic Therapy  If pain is elicited, it is possible that some type of intracapsular disorder exists& an accurate mandibular position will probably not be found. Therefore, the reason for this pain needs to be investigated and managed before any orthodontic therapy.  When the condyles are in their most stable positions in the fossae and the mouth is closed, the teeth should occlude in their most stable relationship  Maximal intercuspation of the teeth.  This occlusal relationship furnishes maximum stability for the mandible and minimizes the amount of force placed on each tooth during function.
  • 21. Current Functional Treatment Goals for Orthodontic Therapy  During lateral excursions:  Anterior teeth are better candidates to accept the horizontal forces than the posterior teeth because they are farther from the force vectors; this results in less force to these teeth. The canines are the best suited to accept the horizontal forces during eccentric movements:  They have the longest and largest roots.  The best crown-to-root ration.  Surrounded by dense compact bone, which tolerates the forces better than does the medullary bone around the posterior teeth.
  • 22. Current Functional Treatment Goals for Orthodontic Therapy  When the mandible moves forward into protrusive contact, the anterior teeth should also provide adequate contact or guidance to disarticulate the posterior teeth.
  • 23. Current Functional Treatment Goals for Orthodontic Therapy  The following is a summary of the conditions that provide optimum orthopedic stability in the masticatory system. This represents orthodontic treatment goals for all patients:  When the mouth closes, the condyles should be in their most superoanterior position (musculoskeletally stable), resting on the posterior slopes of the articular eminences with the discs properly interposed. In this position, there should be even and simultaneous contact of all posterior teeth. The anterior teeth may also contact but more lightly than the posterior teeth.
  • 24. Current Functional Treatment Goals for Orthodontic Therapy  When the mandible moves into laterotrusive positions, there should be adequate tooth guided contacts on the laterotrusive (working) side to immediately disclude the mediotrusive (nonworking) side. The canines (canine guidance) provide the most desirable guidance.  When the mandible moves into a protrusive position, there should be adequate tooth guided contacts on the anterior teeth to immediately disclude all posterior teeth.  When the patient sits upright (in the alert feeding position) and is asked to bring the posterior teeth into contact, the posterior tooth contacts should be heavier than the anterior tooth contacts.
  • 25. Current Functional Treatment Goals for Orthodontic Therapy  The orthodontist must always be aware of the musculoskeletally stable position of the condyles and finalize the occlusion in relationship to this position.  The orthodontist must provide an occlusal condition that is within the patient's physiologic tolerance or adaptability.  In a growing patient, it would be reasonable to assume that this is within several millimeters of the musculoskeletally stable position of the joint.  How adaptable the patient's masticatory structures are? Unknown! An articulator might be necessary in difficult cases and in adults patients in specific (less growth and adaptability).
  • 26. Future Considerations of Occlusion for Orthodontists  What has yet to be investigated is:  How orthopedic stability or instability affects the dynamic functions of the masticatory system: chewing, swallowing, and speech.  How and when parafunctional activities become contributors to the breakdown of the system.  The variability of a patient's innate ability to adapt to change (affected by multiple factors e.g. the patient's biology, learned experiences, and psychologic conditions (ie, obsessive-compulsive disorders).
  • 27. Conclusion  Although in most situations orthodontic therapy neither causes nor prevents TMD, the orthodontist is in an excellent position to provide orthopedic stability in the masticatory structures.  Treatment goals directed toward establishing orthopedic stability in the masticatory structures should be a routine part of all orthodontic therapy.  Achieving these goals will most likely reduce the patient's risk factors for developing TMD.
  • 28. Post-orthodontic Periodontal Treatment After orthodontic treatment, the patient should remain on a 3 month periodontal maintenance program. A nightguard is indicated to control parafunction and can also be used as a post-orthodontic retainer. Occlusal adjustment to diminish any fremitus from lateral interferences Take a new set of periapical radiographs. It takes at least 6 months after band removal for adequate bone remodeling and cessation of mobility.

Editor's Notes

  1. Orthodontists should take the effects of these changes in consideration