Patient Information and Charting

As a dental assistant, accurate charting is essential. Detailed notes should document the reason for the visit, completed treatments, their purpose, and outcomes. Including intraoral and extraoral images when relevant ensures comprehensive patient histories. Proper charting supports optimal patient care and provides legal protection for the practice.

Course Overview

01 Documentation for Patient Records


As a dental assistant, it’s important to know how to chart properly, which includes taking detailed notes during and/or right after every patient appointment. These notes should include the reason for the visit, what treatment was completed, why the treatment was completed and the outcome of the treatment.

01 Charting Overview


Most charts include two areas: an area with an actual tooth chart to record information during the exam and an area to record the details surrounding the treatment being performed. They typically include permanent and primary dentition and show both the crown and root.

03 Record Keeping


Most charts include two areas: an area with an actual tooth chart to record information during the exam and an area to record the details surrounding the treatment being performed. They typically include permanent and primary dentition and show both the crown and root. Teeth are shown as circles

04 Various Downloads For The Dental Practice


Charts and Downloads: Antibiotic, Drug Chart for Procedure Sedation, Blood Pressure Tool Kit, Anesthesia Chart

Chairside Assisting

Comprehensive, flexible dental assistant education—blending on-demand courses with real-world, hands-on training. Founded by Shannon Pace Brinker, CDA. Trusted by thousands.

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