Case Report Preparation
Digital Record Requirements

GENERAL STATEMENT OF POLICY

The ABO's position on digital records, including but not limited to photographs, radiographic images and study casts is that it is the examinee's responsibility to substantiate the integrity of the records. The overall goal of records is to accurately represent the patient's clinical presentation at the beginning and end of treatment. It is therefore the examinee's responsibility to ensure that records production practices, techniques and technologies are accurate, unaltered, and satisfy the ABO standards. Any steps in processing the data for purposes of clarification, presentation, analysis or otherwise should not bias, interfere with, and/or misrepresent the authentic anatomy of the patient.

Examinees are reminded that all records are legal documents and must be unaltered in anatomical/diagnostic content.

Examinees will prepare digital patient records using the same case report preparation for hard copy records published on this website.

VENDOR SOLUTIONS

Any commercial enterprise offering a product or service intended to aid the examinee in completing the Clinical Examination must accompany the offering with the following statements:

This product is compatible with current standards for submission of case reports to The American Board of Orthodontics as published at www.americanboardortho.com. **

**The American Board of Orthodontics has not reviewed or tested this product and does not endorse, guarantee, or warrant its performance or compatibility with ABO standards.

Examinees using software to produce digital images for case submission are expected to have thorough knowledge of such programs and should not contact the ABO to address questions regarding the use of the software.

PRESENTATION OF DIGITAL RECORDS IN PRINTED FORM

  • The examinee will provide digital patient records in printed form. Insert printed pages into the case report notebook according to assembly instructions.
  • Photographs and radiographs will be printed on photo glossy paper, with an ABO record identification label affixed to each page.
  • Tracings and composite tracings, in 1:1 ratio to the cephalometric radiograph, will be printed on transparent media with an ABO record identification label affixed to each page.
    • Note: Computer technology may be used to produce ceph tracings and superimpositions but the examinee will be responsible for the accuracy of software renderings. The ABO welcomes and encourages hand-traced cephalograms and manual superimpositions so both the examinee and the board can access such accuracy.The examinee may be asked to produce hand-traced superimpositions to verify accuracy.

DIGITAL CASTS

  • Digital pretreatment casts are acceptable provided that the digital format is supported by software to view and measure the digital casts for Discrepancy Index (DI) in compliance with ABO case submission criteria.
  • Digital interim casts are acceptable only between Phase 1 and Phase 2 treatment provided all appliances are removed prior to impression taking.
  • For the upcoming clinical exam, the ABO is prepared to accept pretreatment and allowable interim digital casts in the following formats: OrthoCAD Vers 3.0047 and GeoDigm emodel. OrthoCAD may be downloaded from Cadent's website and self-scored for DI. Contact GeoDigm directly to request a scoring for DI.
  • Submit allowable pretreatment and interim digital casts via upload at Online Services - Clinical Exam Electronic Submission. Digital models will not be accepted on portable media.
  • NOTE: An accurate and stable occlusal registration (maximum intercuspation) for all digital casts is best achieved by using polyvinylsiloxane (PVS) bite registration material.
  • Digital interim casts are not acceptable for pre-surgical study casts.
  • Post-treatment digital casts are not acceptable at the current time.
    • Note: The Board requires that final casts be a direct plaster/stone reproduction of the occlusal result, trimmed to ABO specifications, and/or mounted in centric relation, after intraoral impressions are produced. Stereolithic or other reconstructed casts created from computer generated images are unacceptable.
  • ABO Directors are actively pursuing the implementation of an automatic scoring system for all digital casts.
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