Dental Records: Best Practices for Information Management and Retention
COURSE NUMBER: 532
Wilhemina Leeuw, MS, CDA
Dental records are a significant component of completing the patient’s standard of care. Dental records have evolved significantly due to federal laws and technological advancements. The record has transformed to an electronic record that m...
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Dental records are a significant component of completing the patient’s standard of care. Dental records have evolved significantly due to federal laws and technological advancements. The record has transformed to an electronic record that must be effectively maintained, properly retained and ultimately protected on the behalf of the patient.
Dentists, Dental Hygienists, Dental Assistants, Dental Students, Dental Hygiene Students, Dental Assisting Students, Office Managers
Date Course Online:
Jul 1, 2017
Last Revision Date:
Aug 18, 2020
Course Expiration Date:
Aug 17, 2023
AGD Subject Code(s):
Upon completion of this course, the dental professional should be able to:
- Compare the differences between a paperless and a chartless practice.
- Identify the owner of the dental record.
- Contrast the difference between a subjective and objective statement.
- Describe basic focuses of the four HIPAA standards.
- Justify the importance of keeping original patient records.
- Illustrate and translate the use of office standardized and common treatment and charting abbreviations.
- Discuss the advantage of comprehensive documentation versus incomplete treatment entries.
- List the differences between vital, important, useful and non-essential documents.
- Outline necessary documents for a complete patient dental record.
- Describe how to correct an incorrect charting entry.
- Relate the difference between business and clinical dental records.
- Describe the cabinetry styles of paper records.
- Describe the importance of dental record storage and back up.
- Explain the retention of dental records.
- Employ the proper transfer of dental records between locations and dental offices.
P&G is providing these resource materials to dental professionals. We do not own this content nor are we responsible for any material herein.
Participants must always be aware of the hazards of using limited knowledge in integrating new techniques or procedures into their practice. Only sound evidence-based dentistry should be used in patient therapy.
Note: Registration is required to take test.
Academy of General Dentistry (AGD) Submission For credit transfers to appear in your AGD account in real time, make sure to add your AGD membership number in the field provided on the “Share Your Test Score” page.
CE Broker For all states that use CE Broker for licensure, “proof of completions” are electronically reported the first of every month. If a course was taken in November, the “proof of completion” will be submitted the beginning of December.
ADA CERP Recognized Provider
The Procter & Gamble Company is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Concerns or complaints about a dental CE provider may be directed to the provider or to ADA CERP at CCEPR.ADA.org.
Approved PACE Program Provider
THE PROCTER & GAMBLE COMPANY
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
8/1/2021 to 7/31/2027
Provider ID# 211886
AADH Approved Program Provider
Procter & Gamble is designated as an approved Provider by the American Academy of Dental Hygiene, Inc. #AADHPGC (January 1, 2022-December 31, 2023). Approval does not imply acceptance by a state or provincial Board of Dentistry. Licensee should maintain this document in the event of an audit.