Case Report Preparation
Measurement Instruments

The ABO has three (3) measurement instruments for the examinee to use in evaluation of the cases that are presented to the Board. The three measurement instruments are completed for each case report and are submitted electronically.

  1. The Discrepancy Index (DI) is a measure of the complexity of an orthodontic case on the pre-treatment dental casts. It is used by the Board in determining the criteria for case presentations. For an overview see Discrepancy Index Scoring System (pdf).
  2. The Cast/Radiograph Evaluation (C-R Eval) is a measure of the results of treatment on the final dental casts and intraoral radiographs. For an instructional manual of the grading system for Cast Evaluation, see Grading System for Dental Casts and Panoramic Radiographs (pdf).
  3. The Case Management Form (CMF) is a measure of the changes in the skeletal, dental and facial aspects of the case.

See Construction of the Mandibular Plane for completing measurements in the DI and CMF.


For your convenience, the ABO has available for purchase a Calibration Kit. The ABO highly recommends the use of its Calibration Kit to assist you in making a qualitative assessment of the records that you plan to use for the clinical exam. This kit contains three sets of pre-measured casts with scoring keys, the grading system instructional manual, and a measuring gauge. The Directors will be using the same grading system contained in this kit to evaluate your treatment results. The Calibration Kit can be found at the eStore.


The following worksheets are for print use only. For electronic forms submission requirement, use ABO Case Report Work File (pdf) at
Clinical Forms and Instructions

Discrepancy Index Worksheet for print (pdf)

Discrepancy Index Instructions (pdf)

For an overview, see
Discrepancy Index Scoring System (pdf)
Cast-Radiograph Worksheet for print (pdf)

Cast-Radiograph Reference Sheet (pdf)

For an overview, see
Grading System for Dental Casts and Panoramic Radiographs (pdf)
Case Management Worksheet for print (pdf)

Case Management Instructions (pdf)

Previous Page Back to Case Report Preparation Next Page
Administrative Office 401 N. Lindbergh Blvd., Suite 300 St Louis, MO 63141-7839
phone (314) 432-6130 fax (314) 432-8170 email: info@americanboardortho.com

� The American Board of Orthodontics - all rights reserved world wide | Policies of Conduct | Webmaster