Your time is valuable to us. Click HERE to schedule your Software Support call.

The latest Trojan Today is HERE!

Trojan Today: “TREATMENT NOTES: An Essential Part of Exceptional Care” by Christine Taxin

Treatment Notes Blog by Christine Taxin

Treating the entire patient includes making sure treatment notes are written in such a way that both a Dental and a Medical Doctor can read and understand the charts. Clearly, your treatment notes will vary depending on the type of procedure being documented; however, there are certain things that should be included in every treatment note.

There are five requirements for a treatment note to be considered complete:

  1. The first is the documentation that the patient’s health history was reviewed and/or recently updated.
  2. The second is any chief complaint reported by the patient and the plan developed to address this chief complaint. Ideally, this chief complaint should be documented in the patient’s own words.
  3. The third is a treatment plan for what is next for the patient. It could be a hygiene visit, a restorative visit, treatment at a specialist, or referral back to the office that normally manages their care if you are specialist.
  4. The fourth is any out-of-the ordinary comment or event that occurred during the patient’s visit. If it is a comment made by the patient, just like a chief complaint, it should ideally be documented in their own words.
  5. The fifth is a diagnosis or, at minimum, a differential diagnosis and plan to get to a definitive diagnosis. Include a few steps of how you are going to get to the bottom of the diagnosis.

Treatment Note Additions for Anesthetic

When it comes to any procedure that involves anesthetic, there are four more things that should be in the note:

Other Treatment Note Additions for Exams, Restorative, and Hygiene


Document what kind of exam was done (limited, periodic, comprehensive, etc.).

Document any significant findings, not just an exam was completed. For instance, if you did pulp testing, you should document what tests were done (thermal, percussion, electric, etc.) and on which teeth as well as the results.

Don’t be vague. For example, don’t write “Pulp testing was WNL” but rather be more specific with “Endo ice on teeth numbers 3,5,12 and 14 produced a positive non-lingering response that was similar on all teeth and appears WNL.”



Finally, let’s cover hygiene notes. It is worth repeating that, just like with restorative notes, you need a diagnosis.

Just as “a stitch in time saves nine,” a few minutes to document can save both time and headaches down the line, to say nothing of ensuring the best possible care for your patients.

Christine Taxin is the founder and president of Links2Success, a practice management consulting company to the dental and medical fields.

FMI: 914-303-6464,, or


Recent Articles