2. HIPAA
• The Health Insurance Portability &
Accountability Act
• Standards for protecting sensitive
patient data.
• Medical records must be kept under
lock and key and are available only on a
need-to-know basis.
3. The Patient History
Significance:
• Oral conditions reflect the general health of the
patient
• Dental procedures may complicate an existing
condition
• Health factors influence response to treatment such
as tissue healing
4. Interviewing Skills; B1, B2
• Use terms patient understand
• Use probing questions
• Ask open ended questions
• Use verbal/nonverbal signals
• Maintain eye contact
• Use proper grammar
• Use appropriate terms
5. Recording Information B1, B2
• Blue/black and red pen
• Patient chart
• All questions require a response; no blanks
• All yes response require date and details in red pen
• Write legibly, no erasure marks
• Corrections: a single line through error, date and
initial
• Patient signs at each recall
• Under 18 is considered a minor, need parent
6. Medications B4
List all prescription and non-prescription medications
• Look up the medication in Lexicomp
• Record; adverse reactions associated with bleeding and
dental care
• Sign on instructor list for health history check (HH)
7. Vital Signs B4
• Record patient’s blood pressure (18 and
older)
• Systolic over diastolic
• How it was taken: RAS:
LAS:
• Factors affecting vital signs:
Fear, oral temp. exercise
8. Blood Pressure Screening Protocol
• Normal: below 120/80 mmHg
• Pre-hypertension: 120/80- 139/89mmHg
• Stage 1 hypertension: 140/90-159/99mmHg
• Stage 2 hypertension: above 160/100mmHg
• Inform supervising dentist
• Consult medical history for other risk factors
• Consult medications
• May require medical referral prior to treatment
• May require shorter appointment to reduce fatigue
• Retake blood pressure at subsequent appointments
• Review Blood Pressure Procedures in Clinic Manual B23-25
9. Medical History Considerations
Gender, ethic/racial
Influences:
• American Indians and
African
Americans=diabetes
Allergic reactions:
• Latex
Hormones:
• Pregnancy, puberty,
menopause, BCP
Diseases with oral
manifestations:
• Hematologic disorders
• Phenytoin-induced
gingival overgrowth;
• Herpes virus
Communicable diseases:
• TB, hepatitis, herpes,
syphilis
10. Heart Conditions B5
Treatment Contraindicated:
• Heart attack within last 6 months
Premedication:
• Shunts
• Artificial/damaged valves
• Congenital heart defects
• Previous endocarditis
• Transplants
Pacemakers:
• Shielded: may use ultrasonic
scaler
• Unshielded: do not use ultrasonic
scaler
No Premedication:
• Heart Murmur
• Mitral valve prolapse
• Stents
Requires medical clearance:
• Heart surgery (bypass, open
heart)
• Coronary heart disease
• Congestive heart failure
• Blood pressure over 140/90 ages
18-59 or 160/90 ages 60 and
over
11. Blood Disorders B6
Leukemia:
• Need medical clearance from physician stating their health
will not be compromised by having an oral prophylaxis
Hemophilia
• Patient taking blood thinner will need a medical consult
before instrumentation may occur
Anemia
• No special treatment indicated
Signs to watch for: spontaneous bleeds, petechiae, pallor
tissues, chronic oral infections, atrophy of papillae (tongue),
ulcerations, tissue sloughing, lymph node enlargements
12. HIV Infection/Immune Disorders B6
HIV
• Date of diagnoses
• Date of last visit with
physician
• Ask if immune system
(T-count) can handle
prophylaxis
Immune Disorders
• Can patient fight off
infection?
• Consult with
physician
13. Mononucleosis/Oral Herpes B7
Mononucleosis
• Date of disease
• Treatment completed
Oral Herpes
• How often does the
patient get them?
• Reappoint if sore is
less than 4 days old
• Keep lubricated
• Avoid pressure on the
area
14. Kidney Disease/ Spleen Removed B7
Kidney Disease
• Determine how often
and what kind of
problem
• Type of treatment
Premedication needed
if:
• Hemodialysis
• Renal transplant
• Glomerulonephritis
Spleen Removed
• Dates
• Patient may need
medication; consult
with physician
15. Respiratory Disease B8
Emphysema/Bronchitis
• Determine triggers
• How is it controlled?
• Keep appointment short
• Seat patient upright
• May need oxygen in
emergency
Asthma
• Determine triggers
• Ultrasonic use OK
• How is it controlled?
Inhaler?
• Keep appointment short
Sinus Problems
• Determine if patient on
medications
• Ask about symptoms and
frequency
16. Allergies/Thyroid Disease B9
Allergies
• Determine if patient
on medications
• Specific type of
allergy and reactions
• Be aware of local
anesthetic agents
Thyroid Disease
• Type of disease
• Does the patient take
medication
17. Tuberculosis/ Persistent cough B9
• Determine if there was a positive chest x-ray
or TB test
• Do not treat in clinic if active TB unless you
receive medical clearance from physician
• If patient is undergoing treatment and is
negative for TB, use standard precautions
• What medications are being used?
• Persistent cough may indicate TB or other
respiratory disease
18. Swollen gland/Arthritis/Joint Replacement
B10
Swollen Glands
• How long have the gland
been swollen?
• What treatment has been
given?
• Has patient see a doctor?
Joint Replacement
• No Premedication
• Determine which joint?
Arthritis
• Determine the type of
arthritis?
• What medications the
patient is taking?
• May require special oral
hygiene aids
Pins, screws, and
plates
• No premedication
19. Sexually Transmitted Disease/Mental Health
Problems B10
Syphilis, Gonorrhea,
Chlamydia
• Type of disease
• Dates
• Treatment/Medication
• Reappoint if treatment is not
complete
Eating Disorder
• Type of disorder
• Dates
• Treatment
Mental Health Problems
• Type of disease
• Treatment/Medication
Alcohol Drug Dependency
• Determine the type
• Treatment received
• May need to alter
mouthwashes and
anesthesia
20. Epilepsy/Neurological Disorder B10
Epilepsy
• Type of seizers
• Medication
• Last seizure
• Avoid sudden lights/noise
• Minimize stress
• Short appointment
• Prepare for potential
emergency
Cerebral Palsy
• Adjust patient education
and oral aids
Seizures and Fainting
Spells
• Determine triggers
• Avoid sudden changes in
charge position
• Has the patient seen a
physician?
21. Cancer/Radiation/Chemotherapy B11
• Type of disease?
• Dates
• Treatment
• Stage
• Physician consultation
for radiographs
• What is the treatment
for?
• Which type of
treatment?
• May need pre-
medication?
• Physician consult
22. Hepatitis, Jaundice, Liver Disease B12
• Determine the type of Hepatitis: A, B,C,D,E
• Is the patient a carrier?
• Use standard precautions
• Hepatitis A and E are not carrier states;
ultrasonic can be used
• Hepatitis B,C, and D have carrier states; do
not use ultrasonic scaler
• Minimal amounts of anesthesia are
recommended for patients with liver disease
23. Stents and Shunts/Organ Transplants B13
Stents
• How long ago was the
stent placed?
• Where is the stent?
• No premedication needed
Shunts
• Where is the shunt?
Heart/Brain?
• How long ago was the
shunt placed?
• Premedication needed
• Need medical clearance
Organ Transplants
• Date of transplant
• Type
• Premedication needed
24. Medication Considerations B13
Cortisone,
prednisone, steroids
• Patients immune
response will be
compromised
• Patient may need
premedication
Cocaine
• Contraindicated with local
anesthetic
Dexfenfluramine
(Phen-Fen)
• Dates
• Consult with physician
25. Diabetes and Pregnancy B14
Diabetes
• If controlled, determine the
method; Medication? Diet?
• Has the patient eaten
before appointment?
• Morning appointments
better for insulin stability
• Cannot treat uncontrolled
diabetes in clinic
• Be familiar with treatment of
hypo/hyperglycemia
Pregnancy
• Due Date
• No x-rays
• Ultrasonic use; do not drape
cord over patients abdomen
26. Prophylactic Premedication
• Risk for infectious endocarditis:the extent of creating
bacteremia is directly related to the degree of inflammation
• Risk factors with invasive procedures: any procedures which
may cause bleeding
• Timing of ingestion of oral antibiotics: 1 hour prior to patient
care) ensures adequate concentrations in the blood during,
and immediately following, the actual instrumentation.
• Recommendation for class of antibiotics: administer a
different class of antibiotic rather than to increase the dose
of the current antibiotic.
27. Dental Procedures for Which Premedication
Is Recommended
• Dental extractions
• Periodontal
procedures
• Dental implant
placement
• Orthodontic band
placement
• Intraligamentary local
anesthesia
• Endodontic
instrumentation
• Dental hygiene care
when bleeding
anticipated
28. Procedures Deemed Not Necessary for
Antibiotic Coverage
• Restorative
dentistry
• Local anesthesia
• Postsurgical suture
removal
• Placement of rubber
dam
• Impression taking
• Fluoride treatment
• Exposing intraoral
radiographs
• Orthodontic band
adjustment
• Shedding of primary
teeth
Dental Procedures for
Which Premedication Is
Not Recommended
29. ASA Determination
• ASA Physical Status Classification System: Medical Risk Categories I to VI
– I: a normal healthy patient. IE: no smoking, no or very minimal drinking.
– II: a patient with mild systemic disease. IE: Smoker; more than minimal drinking;
pregnancy; obesity; well controlled diabetes, well controlled hypertension; mild lung disease.
– III: a patient with severe systemic disease not incapacitating. IE: Diabetes,
poorly controlled hypertension; distant history of MI, CVA, TIA, cardiac stent; COPD, ESRD;
dialysis; active hepatitis; implanted pacemaker; ejection fraction below 40%; congenital
metabolic abnormalities
– IV: a patient with an severe systemic disease that is a constant threat to life.
IE: Recent history of MI, CVA, TIA, cardiac stent; Ongoing cardiac ischemia or severe valve
dysfunction; implanted ICD; ejection fraction below 25%.
– V: A moribund patient not expected to survive. IE: Ruptured abdominal or thoracic
aneurism; intracranial bleed with mass effect; ischemic bowel in the face of significant cardiac
pathology..
– VI: A patient who has already been declared brain-dead and whose organs
are being removed for transplant.
30. Review
A person’s health is not static; therefore, a health
history must be updated when or how often?
A) Annually
B) At every recall appointment
C) At each and every appointment
D) At the initial appointment
31. Answer
C) At each and every appointment
Updating the patient’s health history at each
appointment is essential for current information
concerning the patient. The state of the patient’s
health is constantly changing. Therefore, the history
represents only the period in the patient’s life during
which the history was made.
32. Review
Which of the following is true for the information in the
patient’s health history?
A) It is confidential and must be updated annually
B) It is a legal document and must be written in pencil to allow
for changes
C) It is to be written in pencil so that changes may be made
and provide a specific line for the signature of the patient
D) It is a confidential and legal document to be handwritten in
permanent ink
E) A minor must sign the informed consent form also
33. Answer
D) It is a confidential and legal document to be handwritten in
permanent ink
The patient record is to be dated at every entry; if handwritten,
use permanent ink; and provide a specific line on a health
history form for the signature of the patient. The completed
history for a minor must be signed by a parent or guardian.
A signature is also needed on the informed consent form. All
information obtained for a patient history must be maintained
in strictest privacy.
Editor's Notes
For safe, scientific dental and dental hygiene care, a meaningful, complete patient history is an essential part of the complete assessment.
The history is needed before oral examination procedures with periodontal probe and explorer are carried out.
The use of instruments that would manipulate the soft tissue around the teeth is contraindicated until after it has been determined whether antibiotic premedication is required.
When a question exists about the medical history as described by the patient, consultation with the patient’s physician or referral for examination of the patient who does not have a physician is mandatory.
The significance of taking a complete and accurate patient history cannot be overestimated because oral conditions reflect the general health of the patient; dental procedures may complicate or be complicated by existing pathologic or physiologic conditions elsewhere in the body. General health factors influence response to treatment, such as tissue healing, and thereby influence the outcomes that may be expected from oral care. The state of the patient’s health is constantly changing. Therefore, the history represents only the period in the patient’s life during which the history was made.
Purposes of the history: carefully prepared personal, medical, and dental histories are used in comprehensive patient care to provide information pertinent to the etiology and diagnosis of oral conditions and the total patient care plan; reveal conditions that necessitate precautions, modifications, or adaptations during appointments to ensure that dental and dental hygiene procedures will not harm the patient and that emergency situations will be prevented; aid in the identification of possible unrecognized conditions for which the patient will be referred for further diagnosis and treatment; permit appraisal of the general health and nutritional status, which, in turn, contributes to the prognosis of success in patient care and instruction; give insight into emotional and psychological factors, attitudes, and prejudices that may affect present appointments as well as continuing care; document records for reference and comparison over a series of appointments for periodic follow-up; furnish evidence in legal matters if questions arise; identify cultural beliefs and practices that affect risk for oral disease; and determine ethnic/racial influences on risk factors for oral disease.
Educate the patient about why the information requested in the history is essential before treatment
Convey the idea that oral health and general health are interrelated
To build rapport, allow children to participate in their history preparation, but most of the information will need to be supplied by a parent or legal guardian. The signature of the responsible adult is required on the record.
Broad in scope; useful during the interview to identify positive areas that need additional clarification.
Time saving. Consistent; all selected questions are included, and none is omitted because of time or other factors. Patient has time to think over the answers; not under pressure, nor under the eyes of the interviewer. Patient may write information that might not be expressed directly in an interview.
Legal aspects of a written record with patient’s signature.
Gender or ethnic/racial influences that increase risk for systemic and oral disease. Example: American Indians and African Americans have increased risk for diabetes and a related increased risk for periodontal disease.
Allergic or untoward reactions. Examples: latex hypersensitivity; medication or material for which there was a previous adverse reaction.
Diseases and drugs with manifestations in the mouth. Examples: hematologic disorders; phenytoin-induced gingival overgrowth; infectious diseases such as herpesvirus.
Communicable diseases that endanger the dental personnel. Examples: active tuberculosis; viral hepatitis; herpes; syphilis.
Physiologic state of the patient. Examples: pregnancy; puberty; menopause; birth control pills.
When a patient is receiving radiation therapy or has had recent radiation for other purposes, a conference with the physician or oncologist involved is recommended to discuss the quantity of radiation to be received from any necessary dental radiographs.
No apparent rationale exists for precluding a properly justified dental radiographic examination because of a history of radiation therapy.
tissue manipulation that could create a bacteremia.
All tissue manipulation, particularly the use of instruments subgingivally,
At-risk patients already taking an antibiotic for other health conditions may require additional antibiotic prophylaxis prior to dental and dental hygiene instrumentation. The recommendation is to administer a different class of antibiotic rather than to increase the dose of the current antibiotic.
.
ASA I: a patient without apparent systemic disease: a normal healthy patient. ASA II: a patient with mild systemic disease. ASA III: a patient with severe systemic disease that limits activity but is not incapacitating. ASA IV: a patient with an incapacitating systemic disease that is a constant threat to life. ASA V: a moribund patient not expected to survive 24 hours with or without care. ASA E: emergency of any variety: precede the ASA number with E to indicate the patient’s physical status (for example, ASA E-III).