Invisalign Clinical Note Template: Start of Treatment Template (2024)

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Invisalign Start

Medical History - Checked, no changes.
Patient keen to begin treatment.
Has returned written consent form.
Has no issues and keen to begin.
Re-capped details of Invisalign.
Re-offered specialist ortho ref - pros and cons explained again and pt declined.
All fees prior agreed and recapped today.

Treatment Today:
Attachments placed using template and … shade composite resin and polished.
IPR performed with strips and verified with gauge as per this stage of the plan. / No IPR
Aligner set 1 fitted.
Good fit.
Insertion and removal demonstrated.
Hygiene advice of aligners given.
OHI and diet advice given.
Written instructions discussed and starter pack given
Aligner set 1 to be worn for two weeks to help habituate the patient to the system and the new sensation of wearing aligners.
Aligners …  also given for one week changes.
Initial changes to speech, function and some mild/moderate discomfort explained and analgesia advice also given.
Review booked
Pt happy

Next Visit: .....

Documenting the start of an Invisalign treatment involves precision and clarity. With the increase in popularity of clear aligner therapies, it's vital that dental professionals keep accurate records to monitor progress, maintain legal compliance, and ensure consistent communication between team members. This guide provides an Invisalign clinical note template to detail the beginning steps of aligner therapy as practiced in 2024.

Creating Comprehensive Invisalign Start Notes

Detailed clinical notes should capture patient consent, treatment specifications, clinical procedures performed, and any patient instructions provided. Proper documentation not only reinforces the standard of care but also improves the patient's understanding and commitment to their treatment plan.

Invisalign Clinical Note Template

Invisalign Start

Medical History - Checked, no changes.

Patient keen to begin treatment.

Has returned written consent form.

Has no issues and keen to begin.

Re-capped details of Invisalign.

Re-offered specialist ortho ref - pros and cons explained again and pt declined.

All fees prior agreed and recapped today.

Treatment Today

Attachments placed using template and … shade composite resin and polished.

IPR performed with strips and verified with gauge as per this stage of the plan. / No IPR

Aligner set 1 fitted

Good fit

Insertion and removal demonstrated

Hygiene advice of aligners given

OHI and diet advice given

Written instructions discussed and starter pack given

Aligner set 1 to be worn for two weeks to help habituate the patient to the system and the new sensation of wearing aligners.

Aligners …  also given for one week changes.

Initial changes to speech, function and some mild/moderate discomfort explained and analgesia advice also given.

Review booked

Pt happy

Next Visit:

Conclusion

Utilizing a clinical notes template for Invisalign treatments ensures that vital elements of the orthodontic process are consistently recorded at each stage. Tailoring the template according to the specific procedures and advice given to each patient will streamline the documentation process, marking a clear start and trajectory of the Invisalign treatment plan.

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