This document discusses phasing and sequencing treatment plans. It defines phasing as grouping procedures into categories like systemic, acute, disease control, corrective, and maintenance. Sequencing refers to arranging procedures within a phase in a logical order tailored to the patient's needs. It provides examples of treatments that fall within each phase. Developing an organized treatment plan with proper phasing and sequencing is important for comprehensive patient care.
7. Important Concepts
• Phasing
– Grouping procedures in a treatment
plan into five categories (Systemic, Acute, etc.)
• Sequencing
– The arrangement of procedures within a
Phase so they are in logical order,
tailored the patient’s needs.
8. Systemic Phase Treatment
• Medical consultation/testing
• Premedication
• Stress and fear management
• Prescribing or altering patient
medication
• Special patient positioning
9. Acute Phase Treatment
• Treatment of pain or
infection
• Simple esthetic and
restorative complaints
• Treating the chief concern
whenever possible
10. Disease Control Phase
• Caries control/prevention
• Periodontal disease control
• Periapical disease control
• Extracting hopeless/problematic
teeth
• Diet and habit analysis and
modification
11.
12.
13. Definitive (Corrective)
Phase Care
∙ Additional periodontal treatment
∙ Ex. Crown lengthening, esthetic soft tissue surgery.
∙ Orthodontic treatment
∙ Occlusal therapy
∙ Elective Oral surgery
∙ Ex. Third molar removal, ridge augmentation
∙ Elective endodontic procedures
∙ Full coverage restorations and esthetic
dentistry
∙ Replacement of missing teeth
∙ Ex. Implants, removable and fixed partial dentures,
complete dentures
26. Think of sorting your growing patient family into three buckets
NEW
Active
Treatmen
t
Maintenance
• No active treatment
plan
• Few progress notes
• Should have recent
X-ray images and
scanned HQ form
• Schedule: D0150 –
New patient exam
• No active treatment plan
• Many progress notes
• May need new radiographs
• May be due for recall
treatment including exam
• Study patient record
carefully. Appoint as
needed or touch base with
patient if recall is not yet
due
• Active treatment plan
• Review progress notes for
next procedures
• Run/review clinic summary
report
• Schedule next treatment or
recall if due. Update and
transfer treatment plan