(3) Taking intraoral and extraoral records - YouTube

Clinical Protocol: Orthodontic Records and Impressions

This document outlines the standardized clinical procedure for capturing high-quality diagnostic records, including extraoral and intraoral photography and dental impressions. These records are essential for accurate diagnosis and treatment planning.


1. Clinical Photography

High-quality photography is the most critical tool for capturing diagnostic records. Standardized settings and specialized equipment ensure consistency across all patient cases.

Equipment and Settings

We utilize a medical-grade Single Lens Reflex (SLR) unit from Dyne Corporation

, specifically designed for dental photography. The kit includes a dedicated lens, ring flash, and digital data back.

Photo TypeAperture Setting (f-stop)Focus/Guide
Extraoralf/5.6Open aperture for portraits
Intraoralf/22Closed aperture for depth of field

Retractors and Mirrors

Standard orthodontic retractors (e.g., Nola retractors) are unsuitable for photography. Instead, we use:

  • Intraoral Mirrors: Available in small, medium, and large. Small is typically used for children (approx. age 9).

  • Jenner-style Retractors: Designed with long handles to allow the clinician or patient to hold them easily, providing a clear view of the occlusal plane without lip interference.

  • Cheek Retractors: Used to pull the buccal mucosa away for clear anterior and posterior views.


2. Photography Protocol

Extraoral Series (6 Photos)

  1. Natural Posture (Profile): Captures the patient’s relaxed state to assess airway and jaw relationship.

  1. Natural Smile: Encouraging a genuine laugh ensures the “Duchenne smile” (involving the orbicularis oculi muscles) is captured.

  1. Oblique (45-degree) - Relaxed: Patient looks toward the dental assistant

. 4. Oblique (45-degree) - Smiling: Assessment of the smile arc and buccal corridors

. 5. 90-degree Profile - Relaxed: Patient looks at their own eyes in a mirror to achieve a natural head posture. Hair must be tucked behind the ears to see the mandibular plane.

  1. 90-degree Profile - Smiling: Assessment of lip support and incisor display

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Intraoral Series (6+ Photos)

  • Frontal View: Captured in the patient’s habitual bite

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  • Overbite/Overjet View: A side-on shot. For significant overjets, black cardboard is placed behind the teeth and a ruler is used for scale.

  • Buccal Segments (Left & Right): Use a mirror and retractor. The mirror is inserted horizontally, turned vertically, and pivoted to capture the second molars.

  • Maxillary Occlusal: Use the Jenner retractor to pull the upper lip up and away while shooting 90 degrees to the mirror

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  • Mandibular Occlusal: The patient must place their tongue “small” and toward the roof of the mouth or floor to avoid obstructing the molars

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3. Dental Impressions

Tray Selection and Preparation

  • Orthodontic Trays: We use specialized trays with high sulcus depth to ensure accurate vestibular impressions (essential for appliances like the Frankel).

  • Sizing: Trays come in five sizes. It is vital to try them in individually; a patient may require a “small” lower but a “medium” upper.

  • Adhesion: Perforated trays allow alginate to flow through, eliminating the need for adhesive sprays.

Alginate Selection: Chromapan

We utilize Chromapan alginate for its 100-hour stability and color-changing indicators:

  1. Purple: Mixing phase

. 2. Pink: Loading and insertion phase

. 3. White: Fully set and ready for removal

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Management of Anxious or “Gagging” Patients

To manage patients with a sensitive gag reflex or anxiety:

  • Distraction: Ask the child to lift their right leg, then left, then both. This physical effort distracts the brain from the intraoral sensation.

  • Upright Positioning: Always take impressions with the patient sitting upright, never supine.
  • The Sink Technique: For highly sensitive patients, take the upper impression over a sink while the patient looks at themselves in a mirror. This encourages nasal breathing and reduces the fear of a “mess.”


4. Bite Registration and Documentation

Wax Bites

  • A single-layer wax bite is sufficient for simple cases.
  • A 2-3 layer wax bite is required for complex cases to assist the lab in hand-articulating models.
  • Clinical Tip: If a patient has a significant overjet, send the wax bite to the radiologist so the lateral cephalogram is taken in the correct occlusal position.

Administrative Logging

To prevent record mix-ups in a busy practice:

  • Maintain a logbook for each camera.
  • Record the date, patient name, and the starting/ending frame numbers from the camera’s digital counter.

  • The administrative team then crops, color-enhances, and templates the photos for the final diagnostic report.