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Phasing and Sequencing
Treatment Plans
Stephen J. Stefanac, DDS MS
Phasing and Sequencing
4
5
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.
Systemic Phase Treatment
• Medical consultation/testing
• Premedication
• Stress and fear management
• Prescribing or altering patient
medication
• Special patient positioning
Acute Phase Treatment
• Treatment of pain or
infection
• Simple esthetic and
restorative complaints
• Treating the chief concern
whenever possible
Disease Control Phase
• Caries control/prevention
• Periodontal disease control
• Periapical disease control
• Extracting hopeless/problematic
teeth
• Diet and habit analysis and
modification
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
Maintenance, Monitoring and
Prevention
• Periodic recall examination
• Periodontal maintenance
therapy
• Oral hygiene instruction
• Diet evaluation
• Fluoride application
• Observation of tooth/area
16
17
Phasing and Sequencing in MiDent
• 0:x – Systemic Treatment
• 1:0 – Acute Care Treatment
• 1:x – Disease Control Treatment
• 2:x – Corrective Treatment
• 3:x – Maintenance Treatment
Finding Diagnosis (Dx) Treatment (Tx) Phase : Sequence
Systemic 0 : 1,2,3…
Acute 1 : 0
Disease
Control
1 : 1,2,3…
Corrective 2 : 1,2,3…
Maintenance 3 : 1,2,3…
Red gums Marginal gingivitis Prophylaxis
Wiggling cusp Fractured tooth Porcelain crown
1 1
2 1
Phase : Sequence
Dx: Plaque induced
gingival disease
Tx: Adult prophy
Dx: Fracture of tooth
Tx: PFM crown
Dx: None
Tx: 4 Bitewing x-rays
Dx: Primary caries (at DEJ)
Tx: Composite restoration
Dx: Attrition of teeth
Tx: Bite guard (splint)
Dx: None
Tx: Post Treatment Exam
Questions?
Reviewing Patients in MiDent
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

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ITDP 2020 - TX Planning PPT

  • 1. Phasing and Sequencing Treatment Plans Stephen J. Stefanac, DDS MS
  • 2.
  • 4. 4
  • 5. 5
  • 6.
  • 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
  • 14.
  • 15. Maintenance, Monitoring and Prevention • Periodic recall examination • Periodontal maintenance therapy • Oral hygiene instruction • Diet evaluation • Fluoride application • Observation of tooth/area
  • 16. 16
  • 17. 17
  • 18.
  • 19. Phasing and Sequencing in MiDent • 0:x – Systemic Treatment • 1:0 – Acute Care Treatment • 1:x – Disease Control Treatment • 2:x – Corrective Treatment • 3:x – Maintenance Treatment
  • 20. Finding Diagnosis (Dx) Treatment (Tx) Phase : Sequence Systemic 0 : 1,2,3… Acute 1 : 0 Disease Control 1 : 1,2,3… Corrective 2 : 1,2,3… Maintenance 3 : 1,2,3… Red gums Marginal gingivitis Prophylaxis Wiggling cusp Fractured tooth Porcelain crown 1 1 2 1 Phase : Sequence
  • 21. Dx: Plaque induced gingival disease Tx: Adult prophy Dx: Fracture of tooth Tx: PFM crown Dx: None Tx: 4 Bitewing x-rays Dx: Primary caries (at DEJ) Tx: Composite restoration Dx: Attrition of teeth Tx: Bite guard (splint) Dx: None Tx: Post Treatment Exam
  • 22.
  • 23.
  • 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