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Clinical Documentation35 min read

Dental SOAP Notes: Complete Documentation Guide with Clinical Examples

Master dental documentation with this comprehensive guide to SOAP notes. Learn the proper format with real clinical examples from routine exams, restorative procedures, and emergency visits. Includes templates, tooth numbering systems, and legal requirements for dentists and dental hygienists.

Dental Documentation Excellence

Updated January 2025
Written by Dental Documentation Experts
7-10 yrs
minimum record retention
SOAP
standard documentation format
32
permanent teeth to track
D0120
periodic exam CDT code

Why Dental Documentation Matters

Dental documentation serves as the foundation of quality patient care and professional protection. According to the American Dental Association, inadequate or incomplete documentation is cited in over 60% of dental malpractice cases. Your clinical notes are often the only evidence that proper care was provided and informed consent was obtained.

Beyond legal protection, thorough documentation ensures continuity of care, supports accurate billing, facilitates communication with specialists and other providers, and demonstrates compliance with regulatory requirements.

โš–๏ธ

Legal Protection

Defensible records in malpractice claims. Documentation proves treatment provided and informed consent obtained.

๐Ÿ”„

Continuity of Care

Complete records enable seamless care when patients see associates or specialists

๐Ÿ’ณ

Insurance Reimbursement

Documentation must support CDT codes billed and demonstrate medical necessity

๐Ÿ“‹

Regulatory Compliance

Meets state dental board requirements and HIPAA privacy regulations

๐Ÿ“Š

Quality Assurance

Enables tracking of outcomes, complications, and practice improvement

๐Ÿ’ฌ

Patient Communication

Provides clear record for discussing treatment history and future planning

The Golden Rule of Dental Documentation

"If it is not documented, it was not done." This legal principle means that care not recorded in the patient chart is assumed not to have occurred. Complete, accurate, and contemporaneous documentation is your best defense against malpractice claims and your patients' best assurance of quality care.

The SOAP Format for Dental Practice

SOAP notes provide a standardized, comprehensive framework for dental documentation. Each section serves a specific purpose in creating a complete clinical record.

S

Subjective

Subjective Information

Patient-reported chief complaint, dental history, symptoms, and concerns

What to Include:

  • Chief complaint in patient's own words
  • Dental pain or sensitivity (location, duration, severity)
  • Previous dental treatments and experiences
  • Medical history updates and medications
  • Allergies and adverse reactions
  • Oral hygiene habits and concerns
  • Patient expectations and goals

Example: "I have sharp pain in my upper right tooth when I eat cold foods. It started about a week ago and is getting worse."

O

Objective

Objective Clinical Findings

Measurable clinical observations, examination findings, and diagnostic results

What to Include:

  • Extraoral examination findings
  • Intraoral soft tissue examination
  • Periodontal charting (probing depths, bleeding, mobility)
  • Tooth-specific findings (caries, restorations, fractures)
  • Occlusal analysis
  • Radiographic findings
  • Diagnostic test results (vitality tests, percussion)
  • Tooth numbering (Universal, Palmer, or FDI notation)

Example: Tooth #3: Deep occlusal caries extending to DEJ. Negative to percussion. Cold test: lingering pain 8/10 for 15 seconds. Probing depths 2-3mm, no mobility.

A

Assessment

Assessment/Diagnosis

Clinical diagnosis and interpretation of subjective and objective findings

What to Include:

  • Primary dental diagnosis with tooth number
  • Differential diagnoses considered
  • Periodontal diagnosis and classification
  • Caries risk assessment
  • Prognosis for affected teeth
  • Contributing factors (bruxism, diet, hygiene)
  • Treatment complexity assessment

Example: Tooth #3: Irreversible pulpitis secondary to deep carious lesion. Good prognosis with endodontic treatment.

P

Plan

Treatment Plan

Proposed treatment, alternatives discussed, and follow-up care

What to Include:

  • Treatment options presented
  • Recommended treatment with CDT codes
  • Alternative treatments discussed
  • Informed consent obtained
  • Risks, benefits, and consequences explained
  • Patient questions addressed
  • Financial arrangements discussed
  • Scheduled follow-up appointments
  • Home care instructions

Example: Plan: Endodontic therapy tooth #3 (D3310) followed by crown (D2750). Alternative of extraction discussed. Pt consents to RCT. Scheduled 90-min appt next week. Prescribed ibuprofen 600mg q6h PRN pain.

Complete Clinical Documentation Examples

Real-world examples of properly documented dental encounters across different clinical scenarios.

Periodic Dental Examination

D0120 - Periodic Oral EvaluationRoutine 6-month checkup for established patient
periodic_dental_examination.txt
DENTAL PROGRESS NOTE
Date: January 15, 2025
Patient: Jane Smith, DOB 03/12/1985 (Age 39)
Provider: Dr. Michael Chen, DDS

SUBJECTIVE
----------
CC: "Routine cleaning and checkup"

Patient presents for periodic examination and prophylaxis. No current dental complaints. Reports occasional sensitivity to cold on lower right side, resolves quickly. Brushing 2x daily with electric toothbrush, flossing 3-4x weekly. No medical changes since last visit. Current medications: Levothyroxine 75mcg daily. NKDA.

OBJECTIVE
---------
Extraoral: Symmetrical face, no swelling or masses. TMJ: bilateral clicking on opening, no pain or limitation. Lymph nodes non-palpable.

Intraoral: Soft tissues WNL. Tongue, floor of mouth, palate unremarkable. Oral hygiene good with minimal plaque.

Periodontal: Generalized probing depths 2-3mm. Localized 4mm pockets: #18-M, #19-D, #30-M, #31-D. BOP 15% (improved from 28% last visit). No mobility. Recession 1-2mm on #6, #11 facial.

Hard Tissue Findings:
- #2: Occlusal amalgam, good margins
- #3: MO composite, slight marginal staining
- #14: Lingual composite restoration, intact
- #15: DO amalgam, good condition
- #18: MOD amalgam, worn occlusal surface
- #19: Full gold crown, margins acceptable
- #30: O composite, good condition
- #31: MO amalgam, recurrent decay noted on radiograph

Radiographs: 4 BWX taken. Bone levels stable. Recurrent caries #31-M extending to DEJ. Early interproximal radiolucency #18-D (watch). All other restorations radiographically sound.

Occlusion: Class I molar relationship. Mild attrition on anterior teeth consistent with bruxism history.

ASSESSMENT
----------
1. Generalized mild chronic periodontitis, currently stable (improved from previous)
2. Tooth #31: Recurrent caries, mesial surface
3. Tooth #18: Questionable interproxal caries, distal (watch area)
4. History of bruxism with evidence of dental attrition
5. Overall oral health: Good with improvement in periodontal status

PLAN
----
Treatment Recommendations:
1. Replace amalgam restoration #31 due to recurrent caries (D2391 - resin-based composite, one surface)
2. Monitor tooth #18 - re-evaluate in 6 months with bitewing radiograph
3. Continue current home care regimen - excellent compliance noted
4. Consider nightguard for bruxism management (D9944)
5. Prophylaxis completed today (D1110)
6. Fluoride varnish applied (D1206)

Patient Education:
- Reviewed radiographs showing recurrent decay on #31
- Discussed importance of nightguard to prevent further tooth wear
- Encouraged continued excellent oral hygiene

Informed Consent: Discussed treatment options for #31 including composite restoration vs. crown if decay extensive. Patient understands risks/benefits and opts for conservative composite restoration initially.

Follow-up:
- Schedule tooth #31 restoration within 2-4 weeks
- Return in 6 months for periodic exam and prophylaxis
- Consider nightguard fabrication at next visit

Dr. Michael Chen, DDS                    Date: 01/15/2025

Restorative Procedure - Crown Preparation

D2750 - Crown, porcelain fused to high noble metalCrown preparation appointment following endodontic therapy
restorative_procedure_-_crown_preparation.txt
DENTAL PROCEDURE NOTE
Date: January 18, 2025
Patient: Robert Martinez, DOB 07/22/1968 (Age 56)
Provider: Dr. Sarah Williams, DDS
Assistant: Maria Garcia, RDA

SUBJECTIVE
----------
CC: "Ready for my crown on the upper left molar"

Patient presents for crown preparation on tooth #14 following completion of endodontic therapy 3 weeks ago. Reports tooth is asymptomatic, no pain or sensitivity. Endodontic treatment completed by Dr. Johnson (endodontist) on 12/28/2024. Patient requests tooth-colored crown. Medical history: Type 2 DM (well-controlled, A1C 6.2%), HTN. Medications: Metformin 1000mg BID, Lisinopril 10mg daily. NKDA.

OBJECTIVE
---------
Extraoral: No facial swelling or asymmetry. No lymphadenopathy.

Intraoral: Soft tissues within normal limits. Existing temporary restoration on #14 intact.

Tooth #14 Examination:
- Temporary restoration removed, no odor or debris
- Endodontic access properly sealed
- No caries on remaining tooth structure
- Buccal cusp fractured (reason for RCT and crown)
- Adequate tooth structure remains for crown preparation
- Percussion: negative
- Palpation: non-tender
- No sinus tract or swelling
- Adjacent teeth (#13, #15) stable

Periodontal: Probing depths 2-3mm around #14, no BOP. Adequate attached gingiva.

Pre-operative Radiograph: Endodontic fill appears adequate, extends to radiographic apex. No periapical radiolucency. Bone levels normal.

ASSESSMENT
----------
1. Tooth #14: Post-endodontic, requires full coverage restoration
2. Adequate remaining tooth structure for conventional crown preparation
3. Systemic health: Well-controlled DM and HTN, no modifications needed
4. Prognosis: Good with proper restoration

PLAN/PROCEDURE
--------------
Treatment: Crown preparation tooth #14, PFM (D2750)

Consent: Reviewed procedure, risks (potential for temporary sensitivity, need for adjustment, rare crown failure), benefits, alternatives (onlay vs. full crown). Patient provided informed consent.

Anesthesia:
- Achieved with 2.0mL 2% lidocaine with 1:100,000 epinephrine
- Infiltration buccal #14
- Greater palatine nerve block
- Adequate anesthesia confirmed before procedure

Procedure:
1. Isolation with cotton rolls and Dri-Angles
2. Crown preparation completed with adequate reduction:
   - Occlusal: 2.0mm clearance
   - Axial: 1.5mm reduction
   - Margin: 0.8mm circumferential chamfer, supragingival
   - All line angles rounded
   - Finish line smooth and continuous
3. Gingival retraction with #1 retraction cord (braided, non-impregnated)
4. Final impression: Polyvinyl siloxane (PVS) dual-arch technique
   - Light body syringe material around preparation
   - Heavy body tray material
   - Excellent impression quality, all margins captured
5. Bite registration: PVS in maximum intercuspation
6. Shade selection: A2 (matched to adjacent teeth), confirmed in natural light
7. Temporary crown fabricated with bis-acryl composite
   - Proper contours and contacts established
   - Margins adapted subgingivally
   - Occlusion adjusted, no premature contacts
   - Temporary cemented with non-eugenol temporary cement

Post-operative assessment:
- Occlusion verified - even contacts
- Floss passes through contacts
- Patient reports temporary feels comfortable
- No bleeding or tissue trauma

Laboratory Prescription: PFM crown, shade A2, high noble metal, contact #13-D and #15-M

Patient Instructions:
- Avoid sticky, hard foods on temporary crown
- Brush gently around temporary
- Floss carefully - pull through from side, don't pull up
- Temporary may feel slightly different from natural tooth
- Call immediately if temporary becomes loose or dislodged
- Mild sensitivity normal for few days
- Take ibuprofen 400-600mg if needed for discomfort

Medications: None prescribed - OTC ibuprofen sufficient

Complications: None

Follow-up: Crown seat appointment scheduled in 2 weeks (02/01/2025)

Dr. Sarah Williams, DDS                    Date/Time: 01/18/2025 10:45 AM

Dental Emergency - Acute Infection

D0140 - Limited Oral Evaluation, Problem FocusedEmergency visit for dental abscess
dental_emergency_-_acute_infection.txt
DENTAL EMERGENCY NOTE
Date: January 20, 2025, 4:30 PM
Patient: Lisa Thompson, DOB 11/05/1992 (Age 32)
Provider: Dr. James Park, DDS

SUBJECTIVE
----------
CC: "Severe pain and swelling on my lower right jaw for 3 days"

HPI: Patient presents as emergency add-on with chief complaint of severe, constant throbbing pain in lower right posterior area. Pain started 3 days ago as mild ache, progressively worsening. Now rates 9/10, radiating to ear and temple. Unable to sleep last night. Noticed facial swelling this morning. Reports foul taste in mouth. Ibuprofen and acetaminophen provide minimal relief. Denies fever but feels "warm." Last dental visit >2 years ago.

PMH: Generally healthy, no chronic conditions
Medications: Oral contraceptive (Ortho Tri-Cyclen)
Allergies: Penicillin (hives)
Social: Non-smoker, social alcohol use

OBJECTIVE
---------
Vital Signs: BP 142/88 (elevated, likely pain-related), HR 92, Temp 99.8ยฐF, RR 18

General: Patient appears uncomfortable, holding right side of face

Extraoral:
- Obvious facial swelling right mandible, extending from angle to body
- Skin taut, erythematous, warm to touch
- Right submandibular lymph node enlarged, firm, tender
- No trismus - opening 42mm (adequate)
- No dysphagia or dyspnea

Intraoral:
- Poor oral hygiene with heavy plaque and calculus
- Severe inflammation and edema buccal vestibule adjacent to #30
- Fluctuant swelling palpable buccal to #30
- Purulent drainage expressed upon palpation
- #30: Gross carious destruction of crown, only roots remaining
- #30: Extremely tender to percussion (patient jumped)
- #30: Grade 2 mobility
- Surrounding gingiva erythematous, edematous

Radiographic (PA):
- Tooth #30: Extensive caries involving pulp chamber
- Large periapical radiolucency 8mm x 6mm
- Bone loss extending to apex
- Widened PDL space
- Root resorption noted at apex

ASSESSMENT
----------
1. Tooth #30: Acute periapical abscess with facial cellulitis
2. Tooth #30: Non-restorable (advanced caries, poor prognosis)
3. Generalized poor oral health/neglect
4. Systemic involvement: Low-grade fever, lymphadenopathy, facial cellulitis
5. Patient at risk for spread of infection

Severity: Moderate to severe - requires immediate intervention and antibiotic therapy

PLAN
----
Immediate Treatment:
1. Establish drainage:
   - I&D of intraoral abscess (D7510)
   - Local anesthesia: 4% articaine with 1:100,000 epi (infiltration) - achieved adequate anesthesia despite infection
   - Stab incision made at point of fluctuance
   - Copious purulent drainage expressed and suctioned
   - Area irrigated with normal saline
   - Gauze wick placed for continued drainage
   - Drainage sample not cultured (clinical diagnosis clear)

2. Tooth #30 Extraction deferred today due to:
   - Active acute infection
   - Patient anxiety and fatigue
   - Need for antibiotic pretreatment
   - Will extract after infection controlled

Medical Management:
- Antibiotic: Clindamycin 300mg QID x 7 days (given PCN allergy)
  Prescription sent electronically to patient's pharmacy
  Discussed importance of completing full course
- Analgesic: Ibuprofen 600mg q6h with food + Acetaminophen 500mg q6h (staggered)
  Written instructions provided
- Chlorhexidine 0.12% rinse BID x 7 days

Patient Education:
- Explained nature of infection and need for extraction
- Reviewed antibiotic importance - MUST complete full 7 days
- Warning signs requiring ER visit:
  * Difficulty breathing or swallowing
  * High fever >101.5ยฐF
  * Increased facial swelling
  * Swelling involving eye or neck
  * General malaise, weakness
- Pain should improve within 24-48 hours
- Salt water rinses (warm) 4-5x daily
- Soft diet, adequate hydration
- No smoking or alcohol while on antibiotics

Informed Consent:
- Patient understands #30 is non-restorable and requires extraction
- Discussed extraction procedure, risks, alternatives (none - tooth must be removed)
- Post-extraction options for replacement (implant, bridge, partial) will discuss after healing

Follow-up Plan:
1. Emergency line provided - call if worsening symptoms
2. Recheck in 2-3 days (phone call to assess antibiotic response)
3. Extraction appointment in 7-10 days after antibiotics completed
4. Comprehensive exam needed after acute care for full treatment planning

Disposition: Discharged home with prescriptions. Patient verbalized understanding of all instructions and warning signs. Emergency contact number provided.

Dr. James Park, DDS                    Date/Time: 01/20/2025 5:15 PM

Types of Dental Documentation

Different clinical situations require different documentation approaches. Here's what each type should include.

New Patient Comprehensive Exam

D0150

Complete evaluation of new patient including all oral structures

Key Elements:

  • Complete medical and dental history
  • Chief complaint and history of present illness
  • Full mouth periodontal charting (6 points per tooth)
  • Hard tissue examination (all 32 tooth positions)
  • Soft tissue examination (tongue, floor, palate, pharynx)
  • TMJ evaluation and occlusal analysis
  • Oral cancer screening
  • Full mouth radiographs or panoramic x-ray
  • Comprehensive treatment plan with priorities

Pro Tip:

This establishes baseline. Be thorough - this documentation supports all future treatment and medical-legal protection.

Periodic Oral Evaluation

D0120

Established patient examination at regular intervals

Key Elements:

  • Update medical history and medications
  • Chief complaint or interval changes
  • Focused periodontal assessment
  • Caries examination
  • Existing restoration evaluation
  • Soft tissue screening
  • Bitewing radiographs (annual or as indicated)
  • Treatment plan updates

Pro Tip:

Document changes from previous visits. Compare periodontal measurements to baseline to show stability or progression.

Limited Problem-Focused Exam

D0140

Evaluation of specific dental problem or emergency

Key Elements:

  • Focused chief complaint
  • Limited exam of affected area
  • Diagnostic tests (percussion, palpation, vitality)
  • Radiographs of affected tooth/area
  • Working diagnosis
  • Immediate treatment or referral plan

Pro Tip:

Common for emergencies and single-tooth issues. Document WHY exam was limited rather than comprehensive.

Restorative Procedure Notes

D2000-D2999

Documentation of filling, crown, or other restorative work

Key Elements:

  • Pre-operative condition and diagnosis
  • Anesthesia type and amount
  • Isolation method
  • Procedure steps performed
  • Materials used (specific products/lot numbers if required)
  • Post-operative condition and occlusion check
  • Patient instructions
  • Complications if any

Pro Tip:

Be specific about materials and techniques. Document any deviations from standard protocol and why.

Hygiene/Prophylaxis Notes

D1110 or D4910

Documentation by dental hygienist of preventive services

Key Elements:

  • Health history review and updates
  • Periodontal screening (probing depths, BOP, calculus)
  • Oral hygiene assessment
  • Prophylaxis or periodontal maintenance performed
  • Patient education topics covered
  • Fluoride or other preventive treatments
  • Recommendations to dentist for follow-up

Pro Tip:

Hygienists: Document patient education thoroughly. Note areas of concern for dentist review.

Surgical Procedure Notes

D7000-D7999

Extraction, implant, or oral surgery documentation

Key Elements:

  • Informed consent with risks discussed
  • Pre-operative diagnosis and medical clearance
  • Anesthesia type and dosage
  • Step-by-step procedure narrative
  • Instruments and materials used
  • Bone removal, sectioning techniques if applicable
  • Sutures placed (type, size, number)
  • Post-op instructions (verbal and written)
  • Prescriptions given
  • Follow-up plan

Pro Tip:

Surgical notes need exceptional detail. Document informed consent specifically including complications discussed.

Tooth Numbering Systems

Three main systems used worldwide for identifying teeth

Universal Numbering System

United States and Canada

Numbers 1-32 for permanent teeth, starting with upper right third molar (#1)

Permanent Teeth:

Maxillary right 3rd molar = #1, continues to #16 (maxillary left 3rd molar), then mandibular left 3rd molar = #17 to #32 (mandibular right 3rd molar)

Primary Teeth:

Letters A-T (A = maxillary right 2nd primary molar)

Example: Upper right first molar = #3, Lower left central incisor = #24

Palmer Notation

United Kingdom

Uses quadrant symbols and numbers 1-8 within each quadrant

Permanent Teeth:

Each quadrant numbered 1-8 (1=central incisor, 8=3rd molar) with quadrant symbol

Primary Teeth:

Each quadrant lettered A-E with quadrant symbol

Example: UR6 = Upper right first molar, LL1 = Lower left central incisor

FDI World Dental Federation

International standard

Two-digit system: first digit = quadrant, second digit = tooth position

Permanent Teeth:

Quadrants 1-4 for permanent (11-18, 21-28, 31-38, 41-48)

Primary Teeth:

Quadrants 5-8 for primary (51-55, 61-65, 71-75, 81-85)

Example: Tooth 16 = Upper right first molar, Tooth 41 = Lower right central incisor

Critical: Be Consistent and Clear

Wrong tooth documentation is a leading cause of dental malpractice claims. Always specify which numbering system you are using, especially when communicating with specialists or labs. Double-check tooth numbers before any irreversible procedure.

Dental Hygiene Notes vs. Dentist Notes

Understanding role-specific documentation responsibilities

AspectDental HygienistDentist
ScopePreventive care, periodontal assessment, patient educationDiagnosis, treatment planning, restorative and surgical procedures
Periodontal ChartingPerforms complete charting (6 points per tooth), documents BOP, calculus, mobilityReviews hygienist's findings, confirms periodontal diagnosis, determines treatment
AssessmentNotes areas of concern, suspected caries, gingival issues for dentist evaluationProvides definitive diagnosis, interprets radiographs, determines medical necessity
Treatment PlanningRecommends preventive measures, oral hygiene improvements, periodontal therapyCreates comprehensive treatment plan, sequences procedures, obtains informed consent
Patient EducationExtensive documentation of home care instruction, technique demonstrationDocuments informed consent discussions, post-op instructions, prognosis

Important: Both providers must document thoroughly. Hygienist notes inform dentist's examination. Dentist must personally verify findings and document independent examination.

Common Dental Documentation Mistakes

Avoid these frequent errors that can lead to malpractice liability, insurance denials, and regulatory violations.

Vague or incomplete chief complaint

Avoid:

Patient complains of toothache.

Better:

Patient reports sharp, intermittent pain in upper right posterior area for 5 days. Pain 7/10, worse with cold liquids, relieved by ibuprofen for 2-3 hours. Identified as tooth #3.

Why it matters: Specific documentation establishes medical necessity for treatment and creates clear record of patient symptoms.

Missing or incorrect tooth numbering

Avoid:

Amalgam restoration completed on upper right first molar.

Better:

MO amalgam restoration completed tooth #3 (Universal notation).

Why it matters: Wrong tooth documentation can lead to treatment errors, insurance denials, and malpractice liability.

Failing to document informed consent

Avoid:

Extraction performed, patient tolerated well.

Better:

Discussed extraction procedure including risks (dry socket, infection, nerve injury, sinus communication), benefits, and alternatives (RCT + crown). Patient verbalized understanding and provided written consent.

Why it matters: Informed consent is legal requirement. Undocumented consent is legally assumed not obtained.

Not documenting radiographic findings

Avoid:

X-rays taken.

Better:

PA radiograph tooth #19: Periapical radiolucency 5mm diameter, well-circumscribed. Widened PDL space. Previous RCT visible with adequate fill to apex. Radiolucency suggests persistent/recurrent infection.

Why it matters: Radiographs are diagnostic tools. Documentation of interpretation creates medical record and justifies treatment.

Using non-standard abbreviations

Avoid:

Pt c/o pain UR6, tx w/ comp rest.

Better:

Patient complains of pain tooth #3 (UR6 Palmer notation), treated with composite restoration.

Why it matters: Abbreviations can be misunderstood. Use facility-approved abbreviations only, define less common notations.

Incomplete periodontal documentation

Avoid:

Gums look healthy.

Better:

Periodontal exam: Generalized probing depths 2-3mm. Localized 5mm pockets #3-MB, #14-DB with BOP. Class I mobility #8, #9. Minimal plaque and calculus. Diagnosis: Localized moderate chronic periodontitis.

Why it matters: Periodontal documentation establishes baseline, tracks disease progression, and justifies periodontal therapy codes.

Not documenting medical history review

Avoid:

Patient feeling fine.

Better:

Medical history reviewed and updated. Patient reports new diagnosis of diabetes (2023), controlled with Metformin. A1C 6.5%. No other changes. Denies smoking. NKDA.

Why it matters: Medical conditions affect dental treatment. Documented review shows standard of care and protects against complications.

Missing post-operative instructions

Avoid:

Tooth extracted, patient dismissed.

Better:

Tooth #30 extracted. Post-op instructions provided verbally and in writing: Bite on gauze 30 min, no smoking/straws/spitting 72 hrs, soft foods 24 hrs, ibuprofen 600mg q6h PRN, call if excessive bleeding/swelling/pain. Patient verbalized understanding. Written instructions given.

Why it matters: Post-op instructions are standard of care. Documentation proves they were given if complications arise.

Common Dental Abbreviations

Standardized abbreviations for efficient dental charting. Always use facility-approved abbreviations only.

PA=Periapical radiograph
BWX=Bitewing radiograph
FMX=Full mouth X-ray series
PAN=Panoramic radiograph
BOP=Bleeding on probing
CAL=Clinical attachment level
PDL=Periodontal ligament
CEJ=Cemento-enamel junction
DEJ=Dentin-enamel junction
RCT=Root canal treatment
I&D=Incision and drainage
O=Occlusal surface
M=Mesial surface
D=Distal surface
B/F=Buccal/Facial surface
L=Lingual surface
MO=Mesial-occlusal
DO=Distal-occlusal
MOD=Mesial-occlusal-distal
PFM=Porcelain fused to metal
NKDA=No known drug allergies
WNL=Within normal limits
TMJ=Temporomandibular joint
PRN=As needed
BID=Twice daily
TID=Three times daily
QID=Four times daily
Dx=Diagnosis
Tx=Treatment
Hx=History

Surface Abbreviations

When documenting restorations or caries, use these surface abbreviations:

  • Single surface: O (occlusal), M (mesial), D (distal), B/F (buccal/facial), L (lingual)
  • Two surfaces: MO, DO, OB, OL, etc.
  • Three surfaces: MOD, MOB, DOL, etc.
  • Four+ surfaces: MODL, MOBL, etc.

Dental SOAP Note Template

Use this comprehensive template as a starting point for your dental documentation.

dental_soap_template.txt
DENTAL SOAP NOTE TEMPLATE
=========================

Date: [Date]                    Time: [Time]
Patient: [Name]                 DOB: [DOB] (Age: [Age])
MRN: [Number]                   Provider: [Name, Credentials]

SUBJECTIVE
----------
Chief Complaint (in patient's words):


History of Present Illness:
- Onset:
- Location (tooth #):
- Duration:
- Character (sharp, dull, throbbing):
- Severity (1-10 scale):
- Aggravating factors:
- Relieving factors:
- Previous treatment:

Medical History Updates:
- Current medications:
- Allergies:
- Recent changes:
- Relevant conditions:

Dental History:
- Last dental visit:
- Previous treatments:
- Oral hygiene routine:
- Patient concerns/goals:

OBJECTIVE
---------
Vital Signs (if indicated): BP ___/___ HR ___ Temp ___

Extraoral Examination:
- Facial symmetry:
- TMJ (clicks, deviation, tenderness):
- Lymph nodes:
- Lips/skin:

Intraoral Soft Tissue:
- Oral mucosa:
- Tongue:
- Floor of mouth:
- Palate:
- Pharynx:
- Gingiva:

Periodontal Findings:
- Generalized probing depths:
- Localized pockets (>4mm with location):
- Bleeding on probing (%):
- Suppuration:
- Mobility:
- Recession:
- Furcations:
- Oral hygiene level:

Hard Tissue Examination:
Tooth # | Findings (caries, restorations, fractures)
--------|-------------------------------------------





Occlusion:
- Classification:
- Interferences:
- Wear patterns:
- Anterior guidance:

Diagnostic Tests (if performed):
- Percussion:
- Palpation:
- Cold test:
- EPT:
- Transillumination:

Radiographic Findings:
- Images taken:
- Bone levels:
- Caries:
- Periapical pathology:
- Previous treatment status:
- Other findings:

ASSESSMENT
----------
Primary Diagnosis:
Tooth # [tooth number]: [diagnosis]

Additional Diagnoses:



Periodontal Classification:


Risk Assessment:
- Caries risk: [ ] Low [ ] Moderate [ ] High
- Perio risk: [ ] Low [ ] Moderate [ ] High

Prognosis:


PLAN
----
Treatment Recommended:
1. [Procedure] Tooth # [number] (CDT Code: [code])
2.
3.

Alternatives Discussed:


Informed Consent:
Risks discussed:
Benefits explained:
Consequences of no treatment:
Patient questions addressed:
[ ] Written consent obtained (for surgical procedures)
[ ] Verbal consent documented

Prescriptions (if any):
- Medication: _____________ Dose: _____ Frequency: _____ Duration: _____
- Instructions:

Patient Instructions:
[ ] Home care reviewed
[ ] Post-op instructions provided (verbal and written)
[ ] Warning signs discussed
[ ] Questions answered

Follow-up:
- Next appointment:
- Recall interval:
- Specialist referral (if applicable):


Provider Signature: _________________________ [Credentials]    Date/Time: ___________

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Frequently Asked Questions

What are dental SOAP notes?

Dental SOAP notes are a structured documentation format used by dentists to record patient encounters. SOAP stands for Subjective (patient complaints), Objective (clinical findings), Assessment (diagnosis), and Plan (treatment). This format ensures comprehensive, organized documentation that meets legal and insurance requirements.

Which tooth numbering system should I use in my dental notes?

In the United States, the Universal Numbering System (teeth #1-32) is standard. The UK uses Palmer Notation, and FDI notation is the international standard. Be consistent within your practice and always specify which system you are using to avoid confusion and potential treatment errors.

How long should dental records be kept?

Most states require dental records be retained for 7-10 years for adult patients. Pediatric records typically must be kept until the patient reaches age of majority (18) plus an additional 7-10 years. Some states require longer retention for implants and TMJ treatment. Check your state dental board requirements.

What is the difference between dental hygienist notes and dentist notes?

Dental hygienists document preventive care, periodontal assessments, and patient education. Dentists provide diagnostic findings, treatment plans, and document restorative/surgical procedures. While hygienists can note suspected problems, only dentists can make formal diagnoses and create treatment plans. Both must document independently.

Do I need to document informed consent for every dental procedure?

Yes. All procedures require informed consent. For simple procedures (fillings, cleanings), verbal consent with documentation is typically sufficient. Surgical procedures (extractions, implants, periodontal surgery) require written consent forms. Always document risks, benefits, and alternatives discussed.

What are CDT codes and why are they important in dental notes?

CDT (Current Dental Terminology) codes are standardized procedure codes maintained by the American Dental Association. They are essential for insurance billing and must be supported by your clinical documentation. Your SOAP notes should provide enough detail to justify the CDT codes billed, including medical necessity.

How detailed should periodontal charting be in dental records?

Complete periodontal charting should include probing depths at 6 points per tooth (mesiobuccal, buccal, distobuccal, mesiolingual, lingual, distolingual), bleeding on probing, suppuration, mobility, furcation involvement, and recession. This establishes baseline for tracking disease progression and justifies periodontal treatment codes.

What should I do if I make an error in a dental chart?

For paper charts: draw a single line through the error, write "error" or "mistaken entry," initial and date. Never use white-out or make entries illegible. For electronic records: use your EHR's amendment or addendum feature. Never delete entries. Document what the error was and the correction made.

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