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1541 Alta Drive, Suite 306 Whitehall, PA 18052 6107749900 or 18004600738 6107749910 FAX www.hradministrators.com Orthodontic Reimbursement Guidelines Orthodontics is not like other Flexible Spending
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How to fill out ortho worksheet

How to fill out an ortho worksheet:
01
Gather all necessary information: Before starting to fill out the ortho worksheet, make sure you have all the relevant information. This may include patient details, medical history, orthodontic treatment plan, and any specific instructions from the orthodontist.
02
Begin with patient information: Start by entering the patient's personal information such as their name, date of birth, contact details, and referring dentist or orthodontist.
03
Record medical history: In the ortho worksheet, there will typically be a section to document the patient's medical history. This may include any previous surgeries, allergies, medications being taken, or any other relevant medical conditions.
04
Assess dental records: Evaluate the patient's dental records, including x-rays, clinical examination findings, and photographs. This information is crucial for creating an accurate treatment plan.
05
Note existing orthodontic issues: Identify and record any existing orthodontic issues the patient may have, such as malocclusions, crowded teeth, gaps, or misalignments. This will help guide the treatment process.
06
Evaluate treatment plan: Refer to the orthodontic treatment plan provided by the orthodontist. Ensure that all the necessary details are incorporated into the worksheet, including the type of braces, expected treatment duration, and any additional appliances or procedures required.
07
Document progress and adjustments: As the treatment progresses, it is important to update the ortho worksheet with information regarding adjustments made to the braces, any changes in the treatment plan, and notes on the patient's progress.
Who needs an ortho worksheet:
01
Orthodontists: Orthodontists rely on ortho worksheets to record relevant patient information, track treatment progress, and make necessary adjustments to the treatment plan. It is a crucial tool for them to ensure proper documentation and provide comprehensive orthodontic care.
02
Dental assistants: Dental assistants who work alongside orthodontists are often responsible for filling out ortho worksheets. They support the orthodontist by organizing and documenting patient information, as well as updating the worksheet during follow-up appointments.
03
Patients: While patients do not directly fill out the ortho worksheet, understanding its purpose and relevance can be beneficial. It helps them track their treatment progress, understand the proposed treatment plan, and have a record of their orthodontic journey for future reference.
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