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Run: Orthodontic Clinical Record and Treatment Progress Audit

Audit orthodontic clinical records, treatment progress notes, and progress against the planned outcome in one structured review. Use it to catch missing cons...

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Audit Scope and Patient Record Identification

Patient record identifier and audit date are documented critical (required)

Initial treatment plan or case objective is available for comparison critical (required)

Yes No N/A

Audit sample period is defined and within the review cycle

Responsible clinician or reviewer is identified

Consent, Diagnosis, and Baseline Records

Signed informed consent for orthodontic treatment is present critical (required)

Yes No N/A

Baseline orthodontic diagnosis and treatment objectives are documented critical (required)

Yes No N/A

Pre-treatment photographs, study models, or digital scans are on file

Baseline radiographs are present and dated critical (required)

Yes No N/A

Progress Against Planned Outcome

Observed treatment progress is consistent with the planned outcome critical (required)

Any deviation from the treatment plan is documented with rationale critical (required)

Yes No N/A

Anchorage, occlusion, alignment, and space closure progress are documented where applicable

Expected milestone dates are reviewed and updated when treatment timing changes

Yes No N/A

Review Intervals, Imaging, and Safety Follow-Up

Review intervals are documented and clinically appropriate critical (required)

Yes No N/A

Radiographic or other diagnostic follow-up is documented when indicated

Yes No N/A

Adverse events, tissue irritation, decalcification risk, or appliance-related issues are recorded

Yes No N/A

Exceptions, Corrective Actions, and Sign-Off

Non-conformances or deficiencies are listed with corrective actions critical (required)

Follow-up owner and due date are assigned for each corrective action

Inspector sign-off is completed critical (required)

Get your results

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Run: Orthodontic Clinical Record and Treatment Progress Audit

Audit Scope and Patient Record Identification

Consent, Diagnosis, and Baseline Records

Treatment Progress Documentation

Progress Against Planned Outcome

Review Intervals, Imaging, and Safety Follow-Up

Exceptions, Corrective Actions, and Sign-Off

Get your results