Reference Guides Patient Care New Orthodontic Treatment Findings and Proposal Reference Guide October 21, 2025 Considerations for treatment planning and documentation guidelines when performing orthodontic treatment. The purpose of this form is to support and document the use of various types of orthodontic appliances. Gathering detailed information is essential for treatment planning, patient communication and managing expectations. This approach can prevent a breakdown in communication which often leads to patient dissatisfaction or even a claim alleging malpractice. Rate this article: No rating