M1: Diagnosis & Treatment Planning

Geoff Hall · 2021-07-01

Module 1: Diagnosis, treatment planning, record taking, and case presentation


To be proficient in orthodontic diagnosis, record taking, obtaining a problem list, and formulating a treatment plan taking into consideration risk analysis.

Following the completion of this three-day program, the participant will understand the difference between a physiological and pathological occlusion and the orthodontic goals for the treatment, both functionally and aesthetically.

The participant will be able to perform an ideal clinical, radiographic and model analysis.

They will be able to diagnose orthodontic cases that vary from simple to more complex. They will also develop a problem list, solutions to those problems, assess the goals of treatment, and formulate a treatment plan with various options for the patient, including a risk analysis – and start to design the mechanotherapy and individual treatment plan.

The participant will be comfortable in performing a thorough and detailed new-patient examination and consultation, understand the quality of records required and plan for the retention requirements based on the individual malocclusion. In addition, they will learn tools and start preparation to implement and integrate quality orthodontics into their general practice in a predictable, effective, efficient, and profitable manner.


What will be covered in Module 1

  • Classification and aetiology of malocclusion
  • Orthodontic goals of treatment including Andrews’ six keys of occlusion
  • Conventional orthodontic diagnosis
  • Orthodontic clinical, examination including understanding the patient concerns, radiographic and model evaluation
  • Developing a problem list and goals of treatment and formulation of a treatment plan including risk analysis and treatment sequencing with mechanics
  • Orthodontic record collection – intraoral and extraoral photographs, radiographs, cephalometric analysis, impression technique, and space calculation including Bolton’s and Pont’s analysis
  •  Digital treatment planning
  • 3D orthodontic diagnosis and VTO (Visual Treatment Objective)
  • Extraction vs non-extraction decision process
  • An overview of different orthodontic appliances, how they work, and when to use them.
  • Detailed treatment planning for patients 
  • The new patient exam
  • Case presentation techniques—the keys to a successful conversion
  • Case portal and 3D Viewer
  • The successful integration of orthodontics into general practice.

Learning outcomes for Module 1 

  • To obtain an orthodontic diagnosis and problem list
  • To perform an orthodontic risk analysis
  • To formulate solutions for different orthodontic problems
  • To determine the acceptable different treatment options
  • Understanding the cephalometric analysis

Reading materials and the course manual are available in the lesson named ‘Course Materials’. You will see both pre and post-course material and your course manual.

If you need help with anything please get in touch.

About Instructor

Geoff Hall

Dr Hall has an extreme passion for clinical orthodontics and orthodontic training for Dentists, specialising in adult and children treatments including early treatment, conventional adolescent therapy, short-term orthodontics (Smilefast) and cosmetic treatment options including lingual braces, Invisalign and other aligner systems, and a strong emphasis on interdisciplinary treatment, including orthognathic surgical cases. Dr Hall has been a pioneer in modern day orthodontics and education and all backed by 27 years and over 10,000 cases of orthodontic experience.

34 Courses

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Course Includes

  • 27 Lessons
  • 2 Topics
  • Course Certificate