Dental record keeping audit template

Pick ten notes from the last month. Score each line yes or no. The point is to find the line you keep skipping, not to get a perfect score.

Template

Note date and clinician
Patient identifier removed before the audit
History updated, or "no change" written
Complaint in the patient's words
Findings, not just the treatment
A diagnosis
Options, and which one was chosen
Consent, including a risk
What was done
Drugs or anaesthetic, if any
Next step
Could another dentist treat the patient from this note alone?

A filled-in example

            Ten notes, March 2026.
History was missing on 4. Diagnosis was missing on 6. Consent was a word, "consented", on 7, with no risk named.
The line we skip is the diagnosis. We write the filling and not why.
Next month: the diagnosis goes on its own line. Audit the same ten questions again.
          

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Common questions