Case Report Preparation
Case Report Assembly and Electronic Submission

For your convenience, here is a list of supplies you will need to assemble your case reports.

Supplies Needed for ONE Case Report Notebook


Assembly and identification of records:

See important details at Record Requirements and Identification

All Posttreatment Records must be obtained within 12 months of appliance removal.

Interim or Pre-Operative Records are mandatory for two-phase treatment and for surgical cases.


Presentation of case display:

Dental Casts at each stage of treatment for each case; place in treatment order, then Case# order.

Allowable digital pretreatment models are submited via upload at Online Services - Clinical Exam Electronic Submission. Digital models will not be accepted on portable media.

Case report notebooks, place in Case# order; each will contain:

  • Title page
  • Patient records for each stage of treatment


Order of contents for each case report notebook

Title PageInsert page into clear overlay on front cover of notebook.
Pretreatment Records (A)Required, BLACK dots
Photographs   Place photographs into photo mount sheet; if digital photos, follow same arrangement on an 8.5 x 11 digital print; place photo collage, photo mount or digital printout, into a sheet protector.
Radiographs   Insert all radiographs or digital printouts in one pocket of pocket divider.
Ceph Tracings   Insert ceph tracings or digital printouts in the same pocket as the radiographs.
Interim Records (A1)If needed, BLUE dots; use separate sheet protector and pocket divider; follow same order as (A) records.
Posttreatment Records (B)Required, RED dots; use separate sheet protector and pocket divider; follow same order as (A) records.
Composite TracingsInsert composite tracings or digital printouts into a sheet protector.
Copy of Case Report FormsInsert printed case reports (Pgs. 2-8 of Case Report Work File) into the back pocket of notebook.

Electronic Submission

Case reports and allowable pretreatment digital models must be submitted to the ABO electronically prior to your exam date. There are four case reports: Written Case Report (WCR), Discrepancy Index (DI), Cast-Radiograph Evaluation (C-R Eval), and Case Management forms (CMF).

All reports and instructions required for one case have been combined into a downloadable PDF Case Report Work File. You have the option of uploading reports from one or more Case Report Work Files. Alternately, you may enter your reports directly to the ABO electronic submission site. Or, you may use a combination of both methods.

Choose how you will begin your case reports:

  • Start at Step 1 - Enter case report data to a work file on your local hard drive.

OR

  • Start at Step 4 - Enter case report data directly to the ABO electronic submission site.
  1. Download CaseReportWorkFile.pdf from the Download Webpage. Adobe Reader, Version 8 or later, is required.*
  2. We recommend you use Save-As with a descriptive filename for each case.
  3. Enter case report data to each work file at your convenience.
  4. In the year prior to your intended clinical exam, register for the exam and you will be informed by email when the ABO electronic submission site is available to you.
  5. Login at Online Services - Clinical Exam Electronic Submission.
  6. Follow prompts to upload each Case Report Work File from Step 3 or to enter case reports directly.
  7. ABO case numbers will be assigned automatically according to ascending sequence of DI value (or Category number).
  8. Your data will be verified against the current year's exam specifications. **
  9. You may return to update your data as many times as needed before the submission deadline.
  10. If you have allowable pretreatment digital models to submit, you will upload by selecting Submit Model in the Action column.
  11. When finished, mark the reports for each case as Complete and select SUBMIT TO ABO.
  12. After submission, use the Print PDF feature to save a read-only copy of your case reports. Print pgs 2-8 and insert in the back pocket of your case report notebook.

* Other PDF viewers are not fully functional and should not be used. Work at the same local hard drive to insure you are always using the same version of Adobe Reader.

** Currently published ABO exam specifications apply to each year's exam, no matter when the examinee began gathering records. If you upload a former year's Case Report Work File, you will be alerted if any data has not transferred. You are encouraged to login early and verify your case reports against current year specifications.



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