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M d l   d G id liModels and Guidelines
Follow a sequence of guidelines
Treatment planning is naturally based 
on a complete and thorough history and 
examinationexamination
Medical
Dental 
Social
Information gathering
Dental examination should include
Full charting: dentition, soft tissue, periodontal
OPG, BW’s, PA’s as required, , q
Photographs if indicated
Study models for any complex restorative, 
prosthetic, TMJ, orthodontic treatments
Mounted on semi‐adjustable articulator
Systemic considerations
Address the general medical health status of 
the patient
Dentist maybe the first to detect a medical Dentist maybe the first to detect a medical 
condition‐refer to patient’s doctor – e.g.
Suspected diabetic condition based on 
periodontal  signs
Suspected hypertensive condition
Coordination: treatment of oral 
disease with medical treatment
Examples
Being cognisant of drug interactions
Dentist performing biopsy – suspected 
malignancy referred to Maxillo‐facial 
surgeon or to physician
Phobic patients referred to specialist 
consultants for assistance in accepting 
necessary dental treatment
2
The Role of Dental Screening in Prevention 
of Systemic Disease
Examples
Antibiotic prophylaxis
Heart valve replacement
Artificial joints (recently placed)
Pre‐surgical antibiotic and anti‐bacterial regimes
Diabetics
Immune compromised
History of poor resistance to infection
Early detection of head, neck & oral neoplasias before 
metastasis can occur
Phases
Emergency/investigative
PreparatoryPreparatory
Corrective
Maintenance
Emergency / Investigative Phase
Patient’s chief complaint????????
Relief of pain
Antibiotic/analgesia
Palliative treatments – Sed. Dressing 
(Exo/Endo?)
Definitive immediate treatments 
Extraction of hopeless painful tooth
Restoration of a fractured tooth
Adjust a denture sore‐spot
More involved treatments
These should await proper examination, 
investigation, diagnosis
Treatment then follows a designated Treatment then follows a designated 
sequence that has been developed
Working towards final goal
Established by dentist in 
consultation with the patient
Preparatory Treatment
Hygiene phase
OHI
Perio. therapyPerio. therapy
Cleaning
Surgery‐pocket elimination, guided tissue 
regeneration
Fluoride
Dietary counselling
Oral surgery
3
Continued:
Caries control
General restorative
More advance fixed pros will await completion of the 
preparatory phase p p y p
Endodontic therapy‐strategic teeth
Occlusal modification
Ortho. – single teeth, comprehensive treatment
Occlusal adjustment
Trial restoration of lost vertical dimension
Alleviate symptoms
Facilitate later reconstruction
Corrective Treatment
Restoration of form, function, aesthetics
Form & Function
Restorative treatment
Fixed prosthodontics
Removable partial prosthodontics
Removable full prosthodontics
Combinations of any or all of the above
Aesthetics
Aesthetic considerations are made 
during all of the corrective phase 
treatments abovetreatments above
Aesthetic treatments may stand alone 
using any of the treatment modalities 
above
Maintenance Treatment
Treatment aimed at ensuring a continuing 
healthy environment
Begins as soon as healthy environment is 
established
May begin during the corrective phase
Tailored to suit the patient’s needs
Maintenance may include:
Review and modification (tailoring) of patient’s home 
care routine
Periodic review and reinforcement of this
Periodic examination  radiographsPeriodic examination, radiographs
Monitor status of restorations, prostheses
Detect incipient disease
Periodic scaling/cleaning
Fluoride treatment
Modification, adjustment, repair, replacement of 
restorative and prosthetic hardware
Many ways to skin a cat
4
Optimal Plan
Established with patient’s agreement
May be instituted and carried to completion 
immediatelyimmediately
May be phased over time
Treatment considerations
Wait for successful outcomes of corrective treatment 
before proceeding further
Financial considerations
Acceptable Alternative Plan
If the optimal plan is not able to be instituted for 
whatever reason – cost, time factor, bias
One or more possible alternatives to offer the patient
Example:
Lost single anterior tooth
Partial denture
Bridge
Implant
Each will have indications and contra‐indications 
depending on the situation and the patients 
requirements
Tilly: a Lancashire Mill Worker
2
An example of preparatory  & corrective 
treatment required
Full denture patient
with oral candidiasis
l f f ll d d b
2
poorly fitting full upper denture opposed by 
only lower anterior teeth ‐ TBA’s, periodontally
compromised, sharp
ulcer on tip of tongue
flabby upper residual ridge
History
Lives alone estranged from family
Socially awkward
2
Anxious
Embarrassed
Taking “nerve pills”
Diabetic – Poorly controlled Type Two
5
Papillary Hyperplasia
Flabby Ridge
Angular chelitis & oral candidiasis –
sometimes called denture stomatitis
Preparatory treatment
Determine the nature of the tongue 
ulcer – refer to oral medicine specialist?
S i l  d     d   h  fl bb  
2
Surgical procedure to reduce the flabby 
tissue – upper ridge – refer to oral 
surgeon
Healing period – soft lining
Anti‐fungal treatment for candidiasis
Continued: Other considerations
Patient does not wish to wear a lower full 
denture
Tending towards dementia (arrives once a 
year seeking new dentures  with a bag full 
2
year seeking new dentures, with a bag full 
of previous dentures to illustrate her 
requirements)
Eventually confined to nursing home
Experiences pain of unclear origin, 
clutching face, unable to communicate her 
need
Remaining lower anteriors 2
Erosion
Attrition-porcelain
teeth on upper
denture
Tooth brush abrasion
Corrective Treatment
Consult with patient regarding an 
overdenture rather than exo. of all 
remaining lower teeth
2
g
Extraction of all lowers with exception of 
33 & 43
Root canal treatment, decoronate 33 & 43 in 
preparation for full lower overdenture
Overdenture
2
Reasonable
residual ridge
height and shape
A more
retentive,
wearable form
of full lower
denture
Bone preserved
Decoronated Canines
6
Construct Full / Full Overdenture
Establish the aesthetic requirements of 
patient
Dentist: suggests teeth appropriate 
t   ti t   h i l  i   d  h d  C  to patients physical size and shade C2 
(skin tone)
Patient: wants small, white teeth
After reasonable consultation with 
patient, dentist will need to try to 
meet the patients aesthetic 
requirements
The Maintenance Phase for Tilly
OHI with regard to caring for her dentures 
and her mouth
Removal of dentures at night – aimed at Removal of dentures at night  aimed at 
prevention of candidiasis
OHI with partic. reference to retained 33, 43
Regular recall for examination and OH 
coaching
Follow‐up treatment for Tilly
Pt’s dementia has progressed
Confined to nursing home
Dentist is called out to visit the nursing Dentist is called out to visit the nursing 
home
Tilly keeps losing her dentures
What can the dentist offer to the nursing 
home carers
The Treatment Planning Process
The general practitioner’s role is to 
coordinate
Director of care
Sequencing  integration  continuity of careSequencing, integration, continuity of care
Involvement of specialist treatments in the 
overall plan
An effective treatment plan
1. Involves the patient early in the process
2. Is comprehensive
3. Is directed towards goals derived by 
interaction between practitioner & patient
The patient is the 
Involve the patient as early as possible
What is the patient’s perception of their 
need or want
What is their perception of your ability to 
provide the service
Early involvement engenders confidence 
and trust
Acceptance of treatments offered 
Communication ‐
Involve the patient 
Educate the patient
Present the diagnosis or planPresent the diagnosis or plan
Set a mutually recognized goal for treatment 
Obtain informed consent to proceed
7
to proceed
The most sophisticated, comprehensive, complicated 
plan is useless if this is not what the patient requires.
Be prepared for the patient who only attends when 
something is wrong (broken  hurts)  complains about something is wrong (broken, hurts), complains about 
expense and treats you as some kind of ogre
Welcome and foster the kind of patient that sees the 
value in comprehensive, excellent, contemporary 
treatment 
Simple
More steps in the plan, with each 
subsequent step dependent on the 
di   t    l d t  preceding step, can lead to 
complications
Example:
E.g. Young patient, anterior tooth 
fractured below  gingiva, open 
  t  l th   t  d apex, root canal therapy, post and 
core (no ferrule effect & poor 
biological width), porcelain 
crown
Potential for problems/failure
Attempt to close apex with CaOH2 may not 
succeed
Need for MTA therapy to seal open apex –Need for MTA therapy to seal open apex 
may not succeed
Need to orthodontically extrude tooth or 
perform crown lengthening procedure
Length of remaining root for retention of 
post/core (crown root ratio)
Key Tooth Concept
Create a Problem List (4) based on the information 
gathered
Local, general
C t    T th I t  Create a Tooth Inventory (1)
Grading each tooth
+   Stable and favourable
(+) Potential – needs some mod. of position or stability
0   Sound retainable – will stand on its own
(0)  Same as 0 – needs treatment or mod.
_   Tooth to be eliminated from treatment plan
Key tooth concept
Establish which are key teeth in overall dental 
plan
Stability, favourable arch position, distribution ‐
lexamples
1. Single tooth missing in otherwise intact arch
2. Single remaining molar in a partial denture 
case
3. Upper canines and molars – partial denture 
case
4. Lower canines – full lower overdenture case 
8
1. Single tooth damaged in otherwise 
intact arch
1
Continued:
Temporary crown
Orthodontic extrusion
Final Crown
1
2.Single remaining molar in a partial denture 
case
Stability & Favourable
Arch Position
Distribution
Tooth supported more desirable than free-end saddle
3
Favourable distribution?
Better situation
with canine here
3
Stability & Retention
Milled Cro ns
Retentive Fittings
Milled Crowns
Ball Retainers
Upper canines and molars – partial 
denture case
Another example of strategic p g
teeth for stability and retention
Favourable distribution
9
Maintain Molars and Canines – Stability,
Retention, Favourable Distribution
Attaining stability
1. Perio therapy
Fill of osseous defects combined with guided 
i   itissue regeneration
Enhance stability of teeth
2. Clinical crown reduction
Improves the crown‐root ratio (decoronation
for overdenture abutment)
3. Splinting
Crown units together
1. Bone fill and Guided Tissue 
Regeneration
Dental
Bone Loss
- Bone
Grafting.flv
3. Splinting – increasing stability
Cast post core unit which will be splinted 
together with natural tooth 
Form an abutment unit for lower partial 
denture with extra‐coronal attachment to 
retain the denture
The post core unit ‐ paralleled to the tooth preparation 
‐ both shaped to provide maximum resistance to the 
forces placed on the bridge unit by partial denture 
Continued:
Splinting of two pre‐molars creates multi‐rooted unit 
that will withstand forces applied by partial denture or 
fixed cantilever bridge
1
Creating favourable arch position
Orthodontics
Augmenting natural tooth 
distribution with implants
10
Bibliography
1. Strategies in Dental Diagnosis and Treatment Planning ‐ Robert 
Morris
2. Integrated Dental Treatment Planning – Kay, Shearer, 
Bridgeman, Humphris
3. Atlas of Removable Partial Denture Design – Stratton/Frank, 
Wiebelt
4. Treatment Planning in General Dental Practice ‐ Bain
Written and compiled by
Lea Foster

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Approaches to treatment planning