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Caries Process, Prevention, and Management: Epidemiology

Course Number: 710

Epidemiology: Measuring Oral Diseases

In oral epidemiology, there are a number of crucial terms that will help dentists to understand how oral disease data is measured and presented. These include:

Index: This is a standard method of rating a disease in which there is a graduated, numerical scale with values corresponding to specific criteria. Types of measurement scales for indices include:

nominal, which simply names conditions;


ordinal, which lists conditions in order of severity;


interval or ratio, which establishes a mathematical relationship;


irreversible, which measures cumulative conditions that cannot be reversed (such as enamel loss due to erosion);


reversible, which measures conditions that can be reversed (such as gingivitis).

An index is only valuable if the information it reports is:

  • Valid: An index must be designed to measure the aspect of disease that it is intended to measure and correspond to clinical stages of the disease.3,4

  • Reliable: An index should be reproducible and repeatable, and should provide consistent measurement at any given time under a variety of conditions.3,4

  • Clear, Simple, Objective: An index should have clearly stated, unambiguous criteria with mutually exclusive categories, and should be simple enough for an examiner to memorize and score using the criteria.3,4

  • Quantifiable: An index must present data that can be numerically analyzed and treated. Group status should be expressed by distribution, mean, median, or other statistical measures.3,4

  • Sensitive: An index should identify small yet significant shifts in the condition studied.3,4

  • Acceptable: The use of the index should not be unnecessarily painful, time-demanding, or demeaning to subjects.3,4

The important characteristics of a valid index, with reference to a disease such as dental caries

A valid index for measuring diseases like dental caries must accurately reflect the actual disease condition. The index should correspond to the true disease state, which can be verified using a “gold standard,” such as histological findings. For example, if the index identifies enamel caries, histological observations should confirm that the caries is confined to the enamel layer.

In addition to accuracy, a valid index must be reliable or reproducible. This means that the same examiner, or different examiners, should be able to apply the index consistently and achieve the same results. Clear and well-defined criteria are essential to ensure users understand and correctly interpret the index codes.

In summary, the fundamental characteristics of a valid index are accuracy, reliability, and clear criteria; all of which are crucial for effectively assessing and monitoring dental caries.