Clinic Manual

III. Clinical

A. Anesthesia

Deep Sedation/General Anesthesia

Subject: III. Clinical - A. Anesthesia

Department: Clinical Affairs

Origination Date: December 4, 2013

Reviewed and/or Revised: 09/01/2017, 05/16/2022, 9/27/2023, 02/05/2024, 09/18/2024 

Purpose: Safe use of deep sedation/ general anesthesia

Definitions:

Deep sedation – a drug-induced depression of consciousness during which patients cannot be easily aroused but respond purposefully following repeated or painful stimulation. The ability to independently maintain ventilatory function may be impaired. Patients may require assistance in maintaining a patent airway, and spontaneous ventilation may be inadequate. Cardiovascular function is usually maintained.

General anesthesia – a drug-induced loss of consciousness during which patients are not arousable, even by painful stimulation. The ability to independently maintain ventilatory function is often impaired. Patients often require assistance in maintaining a patent airway, and positive pressure ventilation may be required because of depressed spontaneous ventilation or drug- induced depression of neuromuscular function. Cardiovascular function may be impaired.

Because sedation and general anesthesia are a continuum, it is not always possible to predict how an individual patient will respond. Hence, practitioners intending to produce a given level of sedation should be able to diagnose and manage the physiologic consequences (rescue) for patients whose level of sedation becomes deeper than initially intended.

Policy and/or Procedure: Deep Sedation or General Anesthesia

1. Patient Evaluation

Patients considered for deep sedation or general anesthesia must be suitably evaluated prior to the start of any sedative procedure. In healthy or medically stable individuals (ASA I, II) this must consist of at least a review of their current medical history and medication use and NPO status. However, patients with significant medical considerations (e.g., ASA III, IV) may require consultation with their primary care physician or consulting medical specialist.

2. Pre-operative Preparation

  • The patient, parent, guardian or care giver must be advised regarding the procedure associated with the delivery of any sedative or anesthetic agents and informed consent for the proposed sedation/anesthesia must be obtained.
  • Determination of adequate oxygen supply and equipment necessary to deliver oxygen under positive pressure must be completed.
  • Baseline vital signs must be obtained unless the patient’s behavior prohibits such determination.
  • A focused physical evaluation must be performed as deemed appropriate.
  • Preoperative dietary restrictions must be considered based on the sedative/anesthetic technique prescribed.
  • Pre-operative verbal and written instructions must be given to the patient, parent, escort, guardian or care giver.
  • An intravenous line, which is secured throughout the procedure, must be established except as provided in part IV. C.6. Pediatric and Special Needs Patients.

3. Personnel and Equipment Requirements

Personnel: A minimum of three (3) individuals must be present.

  • A dentist qualified in accordance with part III. C. of the ADA Guidelines for the Use of Sedation and General Anesthesia by Dentists (as adopted by the October 2007 ADA House of Delegates) to administer the deep sedation or general anesthesia.
  • Two additional individuals who have current certification of successfully completing a Basic Life Support (BLS) Course for the Healthcare Provider.
  • When the same individual administering the deep sedation or general anesthesia is performing the dental procedure, one of the additional appropriately trained team members must be designated for patient monitoring.

Equipment:

  • A positive-pressure oxygen delivery system suitable for the patient being treated must be immediately available.
  • When inhalation equipment is used, it must have a fail-safe system that is appropriately checked and calibrated. The equipment must also have either (1) a functioning device that prohibits the delivery of less than 30% oxygen or (2) an appropriately calibrated and functioning in-line oxygen analyzer with audible alarm.
  • An appropriate scavenging system must be available if gases other than oxygen or air are used.
  • The equipment necessary to establish intravenous access must be available.
  • Equipment and drugs necessary to provide advanced airway management, and advanced cardiac life support must be immediately available.
  • If volatile anesthetic agents are utilized, an inspired agent analysis monitor and capnograph must be used. A  protocol for an MH emergency with appropriate medications must be immediately available.
  • Resuscitation medications and an appropriate defibrillator must be immediately available.

4. Monitoring and Documentation

Monitoring: A qualified dentist administering deep sedation or general anesthesia must remain in the operatory room to monitor the patient continuously until the patient meets the criteria for recovery. The dentist must not leave the facility until the patient meets the criteria for discharge and is discharged from the facility. Monitoring must include:

  • Oxygenation: 
    • Color of mucosa, skin or blood must be continually evaluated. 
    • Oxygenation saturation must be evaluated continuously by pulse oximetry.
  • Ventilation:
    • Intubated patient: End-tidal CO2 must be continuously monitored and evaluated.
    • Non-intubated patient: Breath sounds via auscultation and/or end-tidal CO2 must be continually monitored and evaluated.
    • Respiration rate must be continually monitored and evaluated.
  • Circulation:
    • The dentist must continuously evaluate heart rate and rhythm via ECG throughout the procedure, as well as pulse rate via pulse oximetry.
    • The dentist must continually evaluate blood pressure.
  • Temperature:
    • A device capable of measuring body temperature must be readily available during the administration of deep sedation or general anesthesia.
    • The equipment to continuously monitor body temperature should be available and must be performed whenever triggering agents associated with malignant hyperthermia are administered.

Documentation:

  • Appropriate time-oriented anesthetic record must be maintained, including the names of all drugs administered, including local anesthetics, doses and monitored physiological parameters.
  • Pulse oximetry and end-tidal CO2 measurements (if taken), heart rate, respiratory rate and blood pressure must be recorded at appropriate intervals.

5. Recovery and Discharge

  • Oxygen and suction equipment must be immediately available if a separate recovery area is utilized.
  • The dentist or clinical staff must continually monitor the patient’s blood pressure, heart rate, oxygenation and level of consciousness.
  • The dentist must determine and document that level of consciousness; oxygenation, ventilation and circulation are satisfactory for discharge.
  • Post-operative verbal and written instructions must be given to the patient, parent, escort, guardian or care giver.

6. Pediatric and Special Needs Patients

Because many dental patients undergoing deep sedation or general anesthesia are mentally and/or physically challenged, it is not always possible to have a comprehensive physical examination or appropriate laboratory tests prior to administering care. When these situations occur, the dentist responsible for administering the deep sedation or general anesthesia should document the reasons preventing the recommended preoperative management. In selected circumstances, induction of deep sedation or general anesthesia may be utilized without establishing an indwelling intravenous line. These selected circumstances may include very

Brief procedures or periods of time, which, for example, may occur in some pediatric or adult patients with special needs. The establishment of intravenous access may occur after deep sedation or general anesthesia has been induced because of poor patient cooperation.

7. Emergency Management

The qualified dentist is responsible for sedative/anesthetic management, adequacy of the facility and staff, diagnosis and treatment of emergencies related to the administration of deep sedation or general anesthesia and providing the equipment, drugs and protocols for patient rescue.

IV Moderate Sedation

Subject: III. Clinical - A. Anesthesia

Department: Clinical Affairs

Origination Date: December 4, 2013

Effective Date: December 4, 2013

Reviewed and/or Revised: 09/01/2017, 05/16/2022, 09/27/2023, 02/28/2024, 09/18/2024

Purpose: Safe use of Oral/ IV moderate sedation

Definitions:

Moderate Sedation – a drug-induced depression of consciousness during which patients respond purposefully to verbal commands, either alone or accompanied by light tactile stimulation. No interventions are required to maintain a patent airway, and spontaneous ventilation is adequate. Cardiovascular function is usually maintained.2

Note: In accord with this particular definition, the drugs and/or techniques used should carry a margin of safety wide enough to render unintended loss of consciousness unlikely. Repeated dosing of an agent before the effects of previous dosing can be fully appreciated may result in a greater alteration of the state of consciousness than is the intent of the dentist. Further, a patient whose only response is reflex withdrawal from a painful stimulus is not considered to be in a state of moderate sedation.

The following definition applies to the administration of moderate or greater sedation:

titration – administration of incremental doses of a drug until a desired effect is reached. Knowledge of each drug’s time of onset, peak response and duration of action is essential to avoid over sedation. Although the concept of titration of a drug to effect is critical for patient safety, when the intent is moderate sedation one must know whether the previous dose has taken full effect before administering an additional drug increment.

Policy and/or Procedure: Moderate Sedation

1. Patient Evaluation

Patients considered for moderate sedation must be suitably evaluated prior to the start of any sedative procedure. In healthy or medically stable individuals (ASA I, II) this should consist of at least a review of their current medical history and medication use. However, patients with significant medical considerations (e.g., ASA III, IV) may require consultation with their primary care physician or consulting medical specialist.

2. Pre-operative Preparation

  • The patient, parent, guardian or care giver must be advised regarding the procedure associated with the delivery of any sedative agents and informed consent for the proposed sedation must be obtained.
  • Determination of adequate oxygen supply and equipment necessary to deliver oxygen under positive pressure must be completed.
  • Baseline vital signs must be obtained unless the patient’s behavior prohibits such determination.
  • A focused physical evaluation must be performed as deemed appropriate.
  • Preoperative dietary restrictions must be considered based on the sedative technique prescribed.
  • Pre-operative verbal or written instructions must be given to the patient, parent, escort, guardian or care giver.

3. Personnel and Equipment Requirements

Personnel:

  • At least one additional person trained in Basic Life Support for Healthcare Providers must be present in addition to the dentist.

Equipment:

  • A positive-pressure oxygen delivery system suitable for the patient being treated must be immediately available.
  • When inhalation equipment is used, it must have a fail-safe system that is appropriately checked and calibrated. The equipment must also have either (1) a functioning device that prohibits the delivery of less than 30% oxygen or (2) an appropriately calibrated and functioning in-line oxygen analyzer with audible alarm.
  • An appropriate scavenging system must be available if gases other than oxygen or air are used.
  • The equipment necessary to establish intravenous access must be available.

4. Monitoring and Documentation

Monitoring: A qualified dentist administering moderate sedation must remain in the operatory room to monitor the patient continuously until the patient meets the criteria for recovery. When active treatment concludes, and the patient recovers to a minimally sedated level a qualified auxiliary may be directed by the dentist to remain with the patient and continue to monitor them as explained in the guidelines until they are discharged from the facility. The dentist must not leave the facility until the patient meets the criteria for discharge and is discharged from the facility. Monitoring must include:

  • Consciousness:
    • Level of consciousness (e.g., responsiveness to verbal command) must be continually assessed.
  • Oxygenation:
    • Color of mucosa, skin or blood must be evaluated continually.
    • Oxygen saturation must be evaluated by pulse oximetry continuously.
  • Ventilation:
    • The dentist must observe chest excursions continually.
    • The dentist must monitor ventilation. This can be accomplished by auscultation of breath sounds, monitoring end-tidal CO2 or by verbal communication with the patient.
  • Circulation:
    • The dentist must continually evaluate blood pressure and heart rate (unless the patient is unable to tolerate, and this is noted in the time-oriented anesthesia record).
    • Continuous ECG monitoring of patients with significant cardiovascular disease should be considered.

Documentation:

  • Appropriate time-oriented anesthetic record must be maintained, including the names of all drugs administered, including local anesthetics, dosages and monitored physiological parameters.
  • Pulse oximetry, heart rate, respiratory rate and blood pressure must be recorded continually.

5. Recovery and Discharge

  • Oxygen and suction equipment must be immediately available if a separate recovery area is utilized.
  • The qualified dentist or appropriately trained clinical staff must continually monitor the patient’s blood pressure, heart rate, oxygenation and level of consciousness.
  • The qualified dentist must determine and document that level of consciousness; oxygenation, ventilation and circulation are satisfactory for discharge.
  • Post-operative verbal and written instructions must be given to the patient, parent, escort, guardian or care giver.
  • If a reversal agent is administered before discharge criteria have been met, the patient must be monitored until recovery is assured.

6. Emergency Management

If a patient enters a deeper level of sedation than the dentist is qualified to provide, the dentist must stop the dental procedure until the patient returns to the intended level of sedation.

The qualified dentist is responsible for the sedative management, adequacy of the facility and staff, diagnosis and treatment of emergencies related to the administration of moderate sedation and providing the equipment, drugs and protocol for patient rescue.

7. Management of Children

For children 12 years of age and under, the American Dental Association supports the use of the American Academy of Pediatrics/American Academy of Pediatric Dentists Guidelines for Monitoring and Management of Pediatric Patients During and After Sedation for Diagnostic and Therapeutic Procedures.

Oral Anxiolysis, Minimal Sedation, and Nitrous Oxide

Subject: III. Clinical - A. Anesthesia

Department: Clinical Affairs

Origination Date: 12/04/2013

Reviewed and/or Revised: 09/01/2017, 05/16/2022, 09/27/2023, 02/28/2024, 09/18/2024, 08/01/2025

Purpose: To ensure safe use of Oral anxiolysis/minimal sedation, and Nitrous Oxide

Definitions:

Minimal Sedation – a minimally depressed level of consciousness, produced by a pharmacological method, that retains the patient’s ability to independently and continuously maintain an airway and respond normally to tactile stimulation and verbal command. Although cognitive function and coordination may be modestly impaired, ventilatory and cardiovascular functions are unaffected.

Note: In accordance with this particular definition, the drug(s) and/or techniques used should carry a margin of safety wide enough never to render unintended loss of consciousness. Further, patients whose only response is reflex withdrawal from repeated painful stimuli would not be considered to be in a state of minimal sedation.

When the intent is minimal sedation for adults, the appropriate initial dosing of a single enteral drug is no more than the maximum recommended dose (MRD) of a drug that can be prescribed for unmonitored home use.

The use of preoperative sedatives for children (aged 12 and under) except in extraordinary situations must be avoided due to the risk of unobserved respiratory obstruction during transport by untrained individuals.

Children (aged 12 and under) can become moderately sedated despite the intended level of minimal sedation; should this occur, the guidelines for moderate sedation apply.

For children 12 years of age and under, the American Dental Association supports the use of the American Academy of Pediatrics/American Academy of Pediatric Dentists Guidelines for Monitoring and Management of Pediatric Patients During and After Sedation for Diagnostic and Therapeutic Procedures.

Nitrous oxide/oxygen may be used in combination with a single enteral drug in minimal sedation.

Nitrous oxide/oxygen when used in combination with sedative agent(s) may produce minimal, moderate, deep sedation or general anesthesia.

1 Portions excerpted from Continuum of Depth of Sedation: Definition of General Anesthesia and Levels of Sedation/Analgesia , 2004, of the American Society of Anesthesiologists (ASA). A copy of the full text can be obtained from ASA, 520 N. Northwest Highway, Park Ridge, IL 60068-2573.

The following definitions apply to administration of minimal sedation:

maximum recommended (MRD) – maximum FDA-recommended dose of a drug, as printed in FDA-approved labeling for unmonitored home use.

incremental dosing – administration of multiple doses of a drug until a desired effect is reached, but not to exceed the maximum recommended dose (MRD).

supplemental dosing - during minimal sedation, supplemental dosing is a single additional dose of the initial dose of the initial drug that may be necessary for prolonged procedures. The supplemental dose should not exceed one-half of the initial dose and should not be administered until the dentist has determined the clinical half-life of the initial dosing has passed. The total aggregate dose must not exceed 1.5x the MRD on the day of treatment.

Anxiolysis.

  1. A permit is not required for a dentist to administer anxiolysis.
  2. A dentist who intends to administer anxiolysis shall indicate the intent to administer anxiolysis in the patient's records.
  3. A dentist who administers anxiolysis may not administer a dose that is inappropriate for a patient's:

    (1) Age; (2) Weight; (3) Medical condition; (4) Infirmities; or (5) Other propensities.

  4. Medications used to produce anxiolysis may not exceed current limits set by the manufacturer for unmonitored use by the individual.
  5. A dentist who administers anxiolysis shall maintain a margin of safety and a level of consciousness that does not approach moderate sedation and other deeper states of sedation and general anesthesia.

Policy and/or Procedure:

1. Nitrous oxide use must be approved by attending/covering faculty who must also be present in close proximity during use.

  1. To administer minimal sedation the dentist must have successfully completed:
    1. Training to the level of competency in minimal sedation consistent with that prescribed in the ADA Guidelines for Teaching Pain Control and Sedation to Dentists and Dental Students, or a comprehensive training program in moderate sedation that satisfies the requirements described in the Moderate Sedation section of the ADA Guidelines for Teaching Pain Control and Sedation to Dentists and Dental Students at the time training was commenced,

      or

    2. An advanced education program accredited by the ADA Commission on Dental Accreditation that affords comprehensive and appropriate training necessary to administer and manage minimal sedation commensurate with these guidelines;

      and

    3. Current certification in Basic Life Support for Healthcare Providers.
  2. Administration of minimal sedation by another qualified dentist or independently practicing qualified anesthesia healthcare provider requires the operating dentist and his/her clinical staff to maintain current certification in Basic Life Support for Healthcare Providers.

2. Patient Evaluation

Patients considered for minimal sedation must be suitably evaluated prior to the start of any sedative procedure. In healthy or medically stable individuals (ASA I, II) this may consist of a review of their current medical history and medication use. However, patients with significant medical considerations (ASA III, IV) may require consultation with their primary care physician or consulting medical specialist.

3. Pre-Operative Preparation

  • The patient, parent, guardian or care giver must be advised regarding the procedure associated with the delivery of any sedative agents and informed consent for the proposed sedation must be obtained.
  • Determination of adequate oxygen supply and equipment necessary to deliver oxygen under positive pressure must be completed.
  • Baseline vital signs must be obtained unless the patient’s behavior prohibits such determination.
  • A focused physical evaluation must be performed as deemed appropriate.
  • Preoperative dietary restrictions must be considered based on the sedative technique prescribed.
  • Pre-operative verbal and written instructions must be given to the patient, parent, escort, guardian or care giver.

4. Personnel and Equipment Requirements

Personnel:

  • At least one additional person trained in Basic Life Support for Healthcare Providers must be present in addition to the dentist.

Equipment:

  • A positive-pressure oxygen delivery system suitable for the patient being treated must be immediately available.
  • When inhalation equipment is used, it must have a fail-safe system that is appropriately checked and calibrated. The equipment must also have either (1) a functioning device that prohibits the delivery of less than 30% oxygen or (2) an appropriately calibrated and functioning in-line oxygen analyzer with audible alarm.
  • An appropriate scavenging system must be available if gases other than oxygen or air are used.

5. Monitoring and Documentation

Monitoring: A dentist, or at the dentist’s direction, an appropriately trained individual, must remain in the operatory during active dental treatment to monitor the patient continuously until the patient meets the criteria for discharge to the recovery area. The appropriately trained individual must be familiar with monitoring techniques and equipment. Monitoring must include:

  • Oxygenation: 
    • Color of mucosa, skin or blood must be evaluated continually.
    • Oxygen saturation by pulse oximetry may be clinically useful and should be considered.
  • Ventilation:
    • The dentist and/or appropriately trained individual must observe chest excursions continually.
    • The dentist and/or appropriately trained individual must verify respirations continually.
  • Circulation:
    • Blood pressure and heart rate should be evaluated pre-operatively, post-operatively and intra-operatively as necessary (unless the patient is unable to tolerate such monitoring).

Documentation: An appropriate sedative record must be maintained, including the names of all drugs administered, including local anesthetics, dosages, and monitored physiological parameters.

6. Recovery and Discharge

  • Oxygen and suction equipment must be immediately available if a separate recovery area is utilized.
  • The qualified dentist or appropriately trained clinical staff must monitor the patient during recovery until the patient is ready for discharge by the dentist.
  • The qualified dentist must determine and document that level of consciousness, oxygenation, ventilation and circulation are satisfactory prior to discharge.
  • Post-operative verbal and written instructions must be given to the patient, parent, escort, guardian or care giver.

7. Emergency Management

If a patient enters a deeper level of sedation than the dentist is qualified to provide, the dentist must stop the dental procedure until the patient returns to the intended level of sedation.

The qualified dentist is responsible for the sedative management, adequacy of the facility and staff, diagnosis and treatment of emergencies related to the administration of minimal sedation and providing the equipment and protocols for patient rescue.

8. Management of Children

For children 12 years of age and under, the American Dental Association supports the use of the American Academy of Pediatrics/American Academy of Pediatric Dentists Guidelines for Monitoring and Management of Pediatric Patients During and After Sedation for Diagnostic and Therapeutic Procedures.

B. Central Material Services

Central Materials Services (CMS) Sterile Processing Training Procedure

Subject: III. Clinical - B. Central Material Services, New Employee Orientation and Training & Refresher Training Procedures

Reviewed and/or Revised: 09/01/2017, 02/01/2024, 08/01/2025

Department: Central Materials Services (CMS)

Procedure Statement: Each new employee hired into the Central Materials Services Sterilization Department will have a minimum of five (5) weeks of orientation provided by the department Coordinators, training supervisor, lead supervisor, and shift supervisor. 

Purpose of Procedure: To assure every new and existing employee is provided the information and training (annually, continuously) needed to support the individual to succeed and stay current as it relates to their job. 

Procedure

General

  1. The basic orientation period is five (5) weeks. The time is based on everyone's level to meet CMS department’s expectations.  
  2. The overall training period is 15 weeks. The twelve (12) weeks after the initial orientation will be devoted to on-the-job training. The new employee will be tasked with normal duties under close supervision.
  3. During the first week, the new employee will be tasked to work directly with the training Supervisor or lead/shift supervisor.  
  4. Reminder that training is on a continuous basis, it never ends. 

Orientation Schedule - Day 1 - Meet with CMS Director/ Coordinators

  1. Introduction to department personnel 
  2. Explanation of department policies and procedures 
  3. The new employee will be required to successfully pass UMSOD annual training requirements.  
  4. Review of UMSOD CORE Values  
  5. Complete tour of department
  6. Observe operation of department

Contingent upon Hepatitis B vaccination and a series of shots.

The hepatitis B vaccine is the best way to prevent infection. It is a series of 3 or 4 shots usually given over a 6-to-12-month period. It is given by an injection into the arm muscle of adolescents and adults and the thigh muscle of infants and young children. Estimates of long-term protection for those getting the full vaccination (3 or 4 doses) suggest that protection from hepatitis B could last for up to 20 or 30 years and possibly for life (Walgreens). You can also request a Titer test, which is a blood test that checks your immune status to Hepatitis B vaccinations or diseases you may have received in the past.

Week 1-3

The new employee will be introduced to various cassettes and will work alongside the training supervisor, lead, shift supervisor, or designated trainer.

Week 4-6 (Depending on Hepatitis Titer B results, new employees could be training in Decontamination in Weeks 2-6)

Decontamination Room 

  1. Meaning/Purpose of Decontamination  
  2. Equipment Operation A. Washer/Disinfectors B: Ultrasonic Washer C. Cleaning /Transporting Carts  
  3. Cleaning and maintaining work surfaces A. Sinks B. Counters C. Equipment  
  4. Manual cleaning procedure A. Proper Attire B. Sorting Procedures C. Approved cleaning chemicals D. Use of brushes where appropriate E. Drying Procedures  
  5. Care of specific equipment 
  6. Use of RFID Bluetooth tracking system  

Prep and Pack (Clean Side)

  1. Maintenance of work surfaces and equipment 
  2. Operation of equipment (Steam Sterilizers)  
  3. Changing of charts on sterilizers  
  4. Computerized sterilization recordkeeping system  
  5. Use of load sticker system  
  6. Bowie Dick test  
  7. Preparation and use of biological indicators  
  8. Proper loading/unloading procedures for all sterilizers and aerator  
  9. Proper handling and distribution of sterilized items (cooling time) 
  10. Completion and dust covering of trays  
  11. Preparation and handling of all cassettes 
  12. Use of Receiving and Dispensing Control Sheet 
  13. Use of RFID Bluetooth tracking system 

You may print the following forms as needed:

Annual Training Requirements

  • Customer Service 
  • Regulations and Standards 
  • Infection Control and Prevention  
  • Problem Solving  
  • Emergency Response 
  • HIPAA  
  • Bloodborne Pathogens
  • Title IV  
  • Sexual Harassment  
  • Safety and Risk Management 

Central Sterilization Process

Subject: III. Clinical - B. Central Material Services

Department: Central Materials Services (CMS)

Reviewed and/or Revised: 09/01/2017, 02/01/2024, 08/01/2025

Purpose: To ensure accountability for school-owned instruments, handpieces and equipment

Policy and/or Procedure:

Central Sterilization Step Process

I - Start-Up

  1. Turn on and warm up all Getinge Autoclave Sterilization machines (systems #1, #2, #3).
  2. Test Sterilization Machines (with Bowie Dick Test pack enclosed). The test cycle process takes about 30 minutes.
  3. Collect Confirmations Receipt Sheets generated on the exterior of the machine(s) to assure that sterilization machines are working properly.
  4. Remove Bowie Dick test Pack. Locate the result card from the Bowie Dick Test Pack to assure acceptable operational sterilization. A Black and white color pattern on the card indicates proper sterilization. Black and off-white or yellow coloration indicates a failure. The operator/supervisor fills out the reverse side of the Bowie Dick Card (Attachment #1A for Bowie Dick Result Card Sample PDF).
  5. Staple the Confirmation Receipt Sheet and Bowie Dick Card together.
  6. After each machine has been tested, the documentation is placed into a Steam Load Release pouch (located inside CS area) for the month and rotated into a filer room box for safekeeping (at the conclusion of the month). The documentation envelopes are held for a specific period as prescribed by law. (ANSI/AAMI ST79:2010 & A1:2010 &A2:2011 & A3:2012).
  7. After each machine has been tested:
    1. A satisfactory test result is indicated by a test sheet that shows uniform dark brown/black color development. A uniform color change result indicates rapid steam penetration, adequate air removal, and lack of significant air leaks.  
    2. Fail – An unsatisfactory test result is indicated by a test sheet that shows non-uniform color development with a lighter-colored area in the indicator ink pattern, usually near the center of the test sheet. A non-uniform color change result is caused by residual air in the sterilizer chamber and indicates incomplete air removal from the chamber or failure of the sterilizer to hold a vacuum during the test cycle.  
    3. If a non-uniform color change is noted for the first test, retest the sterilizer. If the second test also shows a non-uniform color change, it should be reported immediately to the supervisor and that sterilizer should not be used until it is examined for possible malfunction
  8. Racks are constructed to slide into the machines and contain the pieces for each run to be “cooked” (sterilized). 
  9. The first load for each machine must also include a 3M Attest Super Rapid Readout Biological Indicator 1492V. The packet is a self-contained biological indicator specially made for rapid and reliable qualification testing and routine monitoring of 270°F (132°C) and 275°F (135°C) dynamic air- removal (pre-vacuum) stem sterilization processes when in conjunction with the 3M Attest. After the sterilization, the vile is checked for color to assure proper operations and sterilization; pink indicates a proper status – orange coloration indicates a sterilization failure. The Bio Sign Card is then filled out appropriately. (Attachment #1B for 3M Record Keeping Sheet).   
    1. Note: All cycles are logged and saved to a removable USB flash drive. The flash drive may be used to periodically transfer the cycle reports to CMS Directors for external hard drive for safe record keeping. Each cycle report logged complete with a unique load number (Time in, Time Out, Temperature, load number of sterilizers)
  10. Simultaneous with each successive load (after the test load) is a continuous receipt of paper roll collection located on the exterior of each sterilization machine. After the test receipts are collected, the entire day paper trail for each machine is kept continuous, until the end of the evening operation. At that time, the receipt rolls for each machine are placed with the test cards and test receipts and placed in a weekly envelope (located inside the CS area Big yellow manila envelope). At the end of each month, the envelopes are rotated into a file room box for safekeeping. The documentation envelopes are held for a specific period as prescribed by law. (ANSI/AAMI ST79:2010 & A1:2010 & A2:2011 & A3:2012).
  11. Labels containing date, load, and sterilizer number are printed and attached to all items being sterilized.

*Note: In the event a sterilization machine does not pass any initial or subsequent sterilization test, Steris personnel will be contacted and expected to perform a service call before machine is deemed operational inspect analyze and repair the cause of any malfunction. The CMS Director should also be notified and continuously updated on the status. 

The 3-M Attest –Super Rapid Readout Biological Indicator (1492V) provides a final fluorescent result in (1 Hour) 

Sonic wash (TOSI) test daily

Decontamination Washers: Test daily (SONOCHECK)

Friday: Descaler test (Steris Liquid Descaler) performed on Steris Sonic Washers (#1, #2) and Steris AMSCO 400 Washers (#1, #2, #3). Record all changes and adjustments to the washer according to the results found from the TOSI® test relative to the chart scale. Utilizing the supplied log sheet (Located in CS department. Refer to CS Supervisor)

II. Processing

A. Cassette Processing

Hand Pieces and associated materials are processed in a circuit type of flow in the following circuit or pattern: 

  1. The dirty cassettes are logged into the RFID system as being received by decontamination. Place on racks and loaded for cleaning into the Steris AMSCO 400 Washer Machines - a process taking minutes to complete.  
  2. From the washer, the pieces are distributed to Central Sterilization Aides (technicians) who inspect, clean and polish each instrument and cassette with a lint free cloth. Each cassette with an RFID Bluetooth tracking magnet (internal tracking system) is entered into the LM Dental Tracking software tracking system.  
  3. Each Cassette is wrapped with the appropriately sized blue sterilization wrapping paper and taped with striped autoclave tape. (Autoclave tape has white striping when it has not passed through steam heat sterilization. The striping of the tape becomes black after successful sterilization). Cassettes are steam sterilized and then placed in the appropriate location within the Central Sterilization or to its destination for which it is bound (Prep Dispensary). 

*Note: Generally, there are two to four Sterilization Aide personnel working on the cleaning and wiping down of cassettes and handpieces. One person is dedicated to special projects if the demand warrants it. Other personnel will make the rounds of clinical areas to retrieve hand pieces from Prep Dispensary locations at designated times and as needed. (Additional staff may be added as required.) 

Special Projects: To ensure all instruments and materials are available we require sixty (60) days in advance notification via email. Quantity, specific hand pieces, type of cassettes, date, time location, materials needed, and duration of the project. 

B.  Hand Pieces and Motorized Tool Processing

Prep Dispensaries have materials picked up from their locations (by Central Sterile personnel) several times per day/evening. The high-speed hand pieces and micro-motorized hand tools which are brought to the Central Sterile location are cleaned by the following process: 

  1. Each motor piece is wiped with alcohol, sprayed internally through the end with Bien Air SprayNet Cleaner, and then Sprayed again with Bien Air Lubricant in the same manner. The cassettes are tagged with an RFID Bluetooth tracking magnet and washed. The High-Speed hand pieces are placed into hand piece plastic cassettes, and then the high-speed pieces are sterilized by the Steris  
    Autoclaves. The cassettes once cleaned are stacked by color and type on a rack by the Steris Washers for distribution back to the Prep Dispensaries as needed. Finally, the High-Speed pieces are picked up or returned to the prep dispensaries. 
  2. Daily pick-ups are random based upon daily clinical activity. 
  3. Prep dispensary personnel may bring materials to be sterilized to the Central Sterilization location as needed at various times of the day and evening. Each Crosstex bag brought to the CMS department must have the date of packaging, initials of person packaging item, location of prep and all packaging must contain a Stem Chemical Indicator Strip.  They are delivered in Clinical Enhancement bags and Crosstex pouches. The personnel delivering the items sign the material in and list the quantity in a binder located at the entrance to the Central Sterilization Department. Hand pieces in hand pieces plastic cassettes and Clinical Enhancement Bags are placed in specific trays (metal bins) with each prep’s identification. These metal bins are placed upon racks and loaded into the Steris Autoclave machines for an intensive heat sterilization process. The pouches and bags have color indicators which change colors (from pink to tan) once they are sterilized, for easy identification of each container’s condition. 
  4. Once removed from the sterilization racks, the tools are placed on a rack at the entrance to Central Sterilization Department and labeled for the appropriate Prep location. Prep personnel pick up the items and sign out the materials they are receiving. Similarly, Central Sterilization may prepare items upon request which are placed in Crosstex Sterilization Pouches and Clinical Enhancement Bags to be delivered for special projects or activities on floors via the Prep Dispensaries. All bags and pouches are manually signed in and out of Central Sterilization. And all cassettes and hand pieces are scanned into the appropriate location using the RFID Bluetooth tracking system. Tools are returned to the same prep Dispensary from which they were picked up. 
  5. Enhancement Sheets are advance requests sent to Central Sterile from the Prep locations indicating hand piece requirements for the following day(s) or upcoming event. These sheets are usually sent in the afternoon. Schedules provided by faculty prior to or even after the beginning of an academic semester may indicate special handpiece and tool requirements well in advance. Central Sterilization monitors such schedules to prepare special classes for programs and other utilization by faculty. 
  6. All RFID Bluetooth tagged cassettes being sterilized will be scanned as per: ANSI/AAMI ST79:2010 & A1:2010 &A2:2011 & A3:2012).

C. Low Heat Sterilization Tool Processing

Because some tools cannot take the intensive high heat process, Steris Autoclaves offer a low heat setting which is the pre-vac delicate cycle in the Central Sterilization Department. Once placed in the machines, the heat process is activated and once sterilization is complete, the items are removed, placed in pouches, and delivered to locations as required. 

D. Prep Dispensary Materials Identification and Processing

There are 13 different Hand Piece Cassette configurations and sizes. Hand pieces and cassettes are color coded by floor. The color-coding for kits includes:

  • 4th Floor PEP: Green  
  • 4th Floor SPC: Black  
  • 3rd Floor POR: Blue  
  • 3rd Floor 3AB: White  
  • 2nd Floor AGD: Orange  
  • 2nd Floor 2AB: Yellow  
  • 1st Floor FDS: Purple  
  • 1st Floor DSS: Pink

Hand tools and motorized items once sterilized must be returned to the same Prep Dispensary from which it was taken. This enables better tool control of inventory for tracking purposes.

E. Separation Trays - Processing

Some items, trays for instance, require special separation, and cleaning. The Central Sterile Department Aides assist the central Sterile Department and assemble swabs and other associated materials not of a hand piece nature for uses in clinics and Preps.  Much of the separation tray material is assembled by the evening shift and left for the morning aides.

F. Decontamination

Dispensaries and clinics forward (or have picked up) used burs blocks and other associated materials to the Central Sterile Department. These items are too small for Steris washer or sterilization machine processes. The burs are collected, placed by hand into the block (they are magnetized and stay in place), placed on appropriate trays, and (1) placed into one of two Steris Ultra Sonic machines for proper washing, sterilization, and drying, and (2) placed in Crosstex Pouch for delivery to the clinical prep dispensaries.

Expendable Clinic Supplies and Materials Purchased in the School Store

Subject: III. Clinical - B. Central Material Services

Department: Central Materials Services (CMS)

Origination Date: January 1, 2010: Updated July 2016

Effective Date: January 1990

Reviewed and/or Revised: 09/01/2017, 02/02/2024, 08/01/2025

Purpose: Ordering clinical Supplies and Materials

Policy and/or Procedure:

Orders for clinical supplies can be placed by either of the two following processes. 

Preprinted paper order forms for the most used items can be completed and submitted to the school store to place an order. 

OR 

Orders for supplies via the computerized ordering system (Microquix) will connect the end user directly to the school store to place an order for supplies and materials. 

There is a 48-hour turnaround time for delivery of orders. For example, orders received on Monday will be delivered on Wednesday.

Manage the return of Instrument, Handpiece and Equipment Inventory

Subject: III. Clinical - B. Central Material Services

Department: Central Materials Services (CMS)

Origination Date: January 1, 2010: Updated July 2016

Effective Date: January 1990

Reviewed and/or Revised: 09/01/2017, 02/01/2024, 08/01/2025

Purpose: To ensure accountability for school-owned instruments, handpieces and equipment

Policy and/or Procedure:

All providers will participate and comply with the CMS handpiece sterilization process.

All instruments, handpieces and equipment will be processed, sterilized and managed by CMS.

Instruments, handpieces, equipment and other materials will be distributed and tracked back to individual providers.

Loss or damage of instruments, handpieces and equipment may result in repair or replacement charges to providers.

  • Note: CMS is not authorized to sterilize any personal instruments or materials without written approval from the Associate Dean of Clinical Affairs. 

School–owned instruments cannot be removed from the Dental School building without a complete and authorized “University of Maryland Equipment Removal Authorization” form is signed by the Assistant Dean of Clinical Affairs or his/her designee.

Reporting Damaged or Soiled Instruments

Subject: III. Clinical - B. Central Material Services

Department: Central Materials Services (CMS)

Origination Date: January 1, 2010, Updated July 2016

Effective Date: January 1990

Reviewed and/or Revised: 09/01/2017, 02/01/2024, 08/01/2025

Purpose: To alert CMS management and personnel of soiled or damaged instruments

Policy and/or Procedure:

Upon opening a cassette, if an instrument or handpiece is found to be soiled, broken or damaged, apply red tape (which can be found in the preps and each of the GP cluster cabinets) and immediately return it to the Prep Dispensary.

If an instrument is broken during patient care, place red tape around the damaged or unusable instrument. Return it to the prep dispensary and a replacement will be issued immediately. Upon returning the damaged or unusable instrument, be sure to fill out the Instrument Management Quality Assurance Form (PDF)

Return of Soiled Instruments, Handpieces and Equipment

Subject: III. Clinical - B. Central Material Services

Department: Central Materials Services (CMS)

Origination Date: January 1, 2010: Updated July 2016

Effective Date: January 1990

Reviewed and/or Revised: 09/01/2017, 02/01/2024, 08/01/2025

Purpose: To ensure accountability for school-owned instruments, handpieces and equipment

Policy and/or Procedure:

Immediately upon the completion of patient care but prior to removing PPE, following established infection control guidelines, all providers will return soiled/used instruments, handpieces and equipment to the “dirty side” of the Prep Dispensary assigned to their clinic. 

Prior to returning instrument cassettes the provider will:

  1. Remove sharps and deposit them into the Sharps container 
  2. Reassemble instrument cassettes 
  3. Place handpieces in appropriate handpiece cassette and/or gather all reusable items/materials for presentation to Prep personnel so that items can correctly be returned via the assigned RFID Bluetooth tracking system. . 
  4. Take items to the “dirty side” window of the Prep- Dispensary and verify with Prep Dispense Aide that all items have been returned and the provider account is cleared via the RFID Bluetooth tracking system and/or manual sign in and out sheets for reusable items/materials. 
  5. CMS Prep Dispense Aide will assemble used materials for transport to central sterilization and examine instruments for damage. Loss or damaged instruments, handpieces and equipment may result in a charge to providers.  

C. Credentialing and Licensure

CDS Licensure Procedure

Subject: III. Clinical - C. Credentialing and Licensure

Effective Date: September 2016

Reviewed and/or Revised: 09/01/2017, 02/27/2024, 08/13/2025

Policy/Procedure: CDS Licensure Procedure

All Clinical Faculty who prescribe controlled drugs, need to have their own personal Maryland CDS License. A copy of the CDS License needs to be on file with the Director of Medical Credentialing and Quality Assurance. 

If the Faculty provider does not have a CDS License and needs to obtain a CDS License, the faculty will need to complete and submit an online application for a Maryland Controlled and Dangerous Substance (CDS) License. The link to apply online is: https://egov.maryland.gov/mdh/cds 

The faculty provider will need to apply for their CDS license prior to completing a Federal DEA Application form. Instructions for completing the Maryland Controlled and Dangerous Substance (CDS) license: 

Section 1 A: select DDS or DMD

Section 1 B: check New

Section 1 C: Fee Exempt Information:

 

NOTE: All Fee Exempt License requests are sent to the Director of Medical Credentialing and Quality Assurance in the Office of Clinical Affairs to obtain pre-approval prior to renewing your CDS license.

Agency: University of Maryland School of Dentistry
Division: Office of the Dean
Address: 650 W. Baltimore Street, Suite 6402, Baltimore, MD 21201
Telephone: 410-706-7461
Certifier Name: Dr. David George
Title of Certifier: Chief of Staff
 Email DGeorge@umaryland.edu

Section 2: Complete A through F.

Section 3:

  1. Note your Maryland Dental License number
  2. Federal DEA Number – put “pending” if you do not yet have a DEA License
  3. Social Security or Tax ID#. – Input your social security number since this license is for you, the provider.

Answer D, E, F and G.

Sign and date your application

You will apply for your CDS License BEFORE applying for your DEA License. You may check the status of your CDS application by checking the link below:

CDS Registration Verification 

Enter your name to see if you have been issued a CDS License number. Once you have your CDS License number, you may apply for your Federal DEA License.

CPR Policy

Subject: III. Clinical - C. Credentialing and Licensure

Department: Clinical Affairs

Effective Date: 08/19/2013

Reviewed and/or Revised: 09/01/2017, 2/14/2024, 3/28/2025, 8/13/2025

Purpose: Ensure all clinical personnel are CPR Certified.

Policy and/or Procedure:

The Dental School has implemented a policy that requires all faculty, residents, students and appropriate clinical support staff to be bi-annually renewed in cardiopulmonary resuscitation (Basic Life Support or B.L.S.). The CPR Training Center, in the Dental School, presents the training program. 

Clinical Faculty, residents, students and clinical staff are trained in CPR/BLS and must renew their CPR/BLS certification every two years. These CPR/BLS renewal courses are presented by an American Heart Association certified training center. This independent contractor is hired by the school to teach the published standards of the American Heart Association’s CPR course at the “Healthcare Provider” level of training which requires them to administer CPR to adults, infants and children. Prior to the CPR expiration date, the course must be taken in person, completed and passed, and a copy of the renewed CPR is emailed to the Director of Medical Credentialing.   In addition, each CPR/BLS course provides school specific information on management of medical emergencies. A list of successful participants is sent to the Director of Medical Credentialing and Quality Assurance. This list is entered into a computerized CPR database by the Director of Medical Credentialing who monitors the renewals of CPRs for liability and accreditation purposes.

DEA Licensure Procedure

Subject: III. Clinical - C. Credentialing and Licensure

Effective Date: September 2016

Reviewed and/or Revised: 09/01/2017, 02/27/2024, 08/13/2025

When you get to the Fee exempt area on the form, you will need to input the following Fee Exempt Information: 

Agency: University of Maryland School of Dentistry
Division: Office of the Dean
Address: 650 W. Baltimore Street, Suite 6402, Baltimore, MD 21201
Telephone: 410-706-7461
Certifier Name: Dr. David George, Chief of Staff
 Email DGeorge@umaryland.edu

Please be reminded you are applying as a DDS or DMD provider; not as a Teaching Institution. This is your personal DEA number while you are performing dentistry services at UMSOD only.

Regarding Fee exemption, your Fee exempt DEA can only be used while you are at UMSOD and cannot be used outside of UMSOD. 

If renewing your current DEA License to be used while you are only at UMSOD, you would also use the fee exempt information noted above. 

Dental License and Limited Dental License Procedure

Subject: II. Clinical - C. Credentialing and Licensure

Effective Date: July 2016

Reviewed and/or Revised: 09/01/2017, 02/28/2024, 8/1/2025

For a Dentist provider to be in the UMSOD clinics either overseeing students or patients, and/or seeing patients, the Dentist would need to have an “active” Maryland Dental License on file with the Director of Medical Credentialing and Quality Assurance for UMSOD for Accreditation and Liability purposes. 

The following is the protocol to be followed for obtaining a Limited Dental License:

  • Complete application front and back per the directions on the license application. 
  • Sign and have the application notarized. 
  • Make sure you have enclosed the non-refundable fee made payable to the Maryland State Board of Dental Examiners. (NOTE: $225 fee if graduated from a US or Canadian Dental School and $300 if from a Dental School outside of the US and Canada) 
  • Enclose one photo that is between 2x2-inches and 3x3-inches with the required notarized Affidavit. Note: The photo will be affixed to your license. The photo must meet the following guidelines: taken within the last 2 years to reflect your current appearance; front view of full face from top of hair to shoulders; a natural expression; no hat; or head covering that obscures the hair or hairline, unless worn daily for religious purposes; no sunglasses, headphones, wireless hands-free devices or similar items; no other individuals or distractions in the photo. Photos copied or digitally scanned from driver’s licenses or other official documents are not acceptable. In addition, low quality vending machine or mobile phone photos are not acceptable. “Passport” photos are acceptable. Unacceptable photos will be returned and shall delay the issuance of your license. 
  • Enclose a certified letter with the State seal affixed from each State in which you hold or have ever held a license verifying that the license is or was in good standing.  
  • Enclose a letter from the hospital, sanitarium, or dental school which the license to practice dentistry is to be limited that indicates that you possess sufficient comprehension and communication skills in written and spoken English to enable you to adequately treat dental patients. NOTE: This letter will be obtained for you by the Director of Medical Credentialing and Quality Assurance. 
  • If applicable, enclose evidence of legal name change, such as a marriage certificate or court documents. 
  • For a Limited Dental License: Enclose evidence satisfactory to the Board that you have completed at least 2 years of formal general clinical training in a United States or Canadian accredited institution. 
  • For a Teacher’s License: Enclose an affidavit indicating that you have been actively practicing dentistry for at least 5 years. 

If applying for a Limited Dental License For Graduates of Dental Schools Outside of the US/Canada, you will also need to:

  • Enclose a copy of the degree or diploma, including an English translation (if applicable), issued to the applicant by the foreign dental school conferring it, properly authenticated by an official of that dental school authorized to make the authentication.  
  • Enclose a copy, including an English translation (if applicable), of the subjects taken and the credits earned at the foreign dental school, properly authenticated by an official of that foreign dental school authorized to make the authentication.  
  • Enclose two letters of recommendation that certify to the Board the good moral character as well as the applicant’s age, qualifications, background, and experience, if any.  

APPLICATION FOR DENTAL LICENSURE FOR DENTISTS LICENSED IN ANOTHER STATE

  • Request that an original National Board score card be forwarded to the Maryland State Board of Dental Examiners.  
  • Enclose a certified report from the North East Regional Board certifying that you have passed the ADLEX Diagnostic Skills Examination (DSE). 
  • Enclose certified proof of your dental education, such as a copy of a diploma or a letter from the school? Please note that the original embossed school seal must be affixed to copies of transcripts and diplomas submitted to the Board.  
  • Enclose certified letters with the state seal affixed from each state in which you hold or have ever held a license, verifying that the license is or was in good standing and that no disciplinary action has ever been taken against the license.  
  • With respect to your work as a dentist attach a separate page identifying your employers for the 5-year period immediately preceding the date of your application beginning with your most recent employer. The document should include the following: (Please print or type) the name of your employer, name of your supervising dentist, street address, dates of employment, and the number of hours worked for each employer. If you owned your own dental practice, please indicate when appropriate.  
  • Enclose documentation of legal name change (i.e. marriage certificate) if the documents sent with the application are in another name.  
  • Enclose the Maryland State Jurisprudence Examination and the notarized affidavit along with the $50.00 non-refundable fee in a check or money order made payable to the Maryland State Board of Dental Examiners.

PATH 1 CANDIDATES ONLY:

  • Enclose certified examination scores from the North East Regional Board for the ADLEX.

PATH 2 CANDIDATES ONLY:

  • Enclose evidence that you have an active license to practice dentistry in a state other than Maryland. 
  • Enclose evidence that you were granted a license in another state after having passed an examination with a clinical component as a requirement for licensure in another state.  
  • Enclose an affidavit indicating that you have been actively practicing dentistry for at least 5 years, and that during the 5 year period preceding you application you have been actively engaged in practicing dentistry for at least 850 hours on average per year for a total of at least 4,250 hours. 

MAIL APPLICATION AND SUPPORTING DOCUMENTS TO:

Maryland State Board of Dental Examiners

The Benjamin Rush Building, Spring Grove Hospital Center

55 Wade Avenue

Catonsville, MD 21228

ATTN: Licensing Unit

Send your completed application and check to the Director of Medical Credentialing who will send your completed application to the MSBDE via overnight mail.

License Applications mentioned above can be accessed via the MSBDE website.

NOTE: Each application will contain full instructions.

If graduated from a US or Canadian Dental School 

If graduated from a Dental School outside of the US and Canada) 

APPLICATION FOR TEACHER’S LICENSE

Fee Exempt CDS and DEA License Qualifier

Subject: III. Clinical - C. Credentialing and Licensure

Effective Date: December 2019

Policy/Procedure: Fee Exempt CDS and DEA License Qualifier

Reviewed and/or Revised date: 2/27/2024, 8/13/2025

All Clinical Faculty who prescribe controlled substances need to have their own personal Maryland Controlled and Dangerous Substance (CDS) License and Federal Drug Enforcement (DEA) License. A copy of the CDS and DEA Licenses need to be on file with Clinical Affairs’ Director of Medical Credentialing and Quality Assurance.

Full time providers at State Institutions may have fees waived for their DEA and CDS Licenses. Anyone who is less than Full Time status may not qualify for this fee waiver. Anyone who treats patients outside of the UMSOD umbrella does not qualify.  Exceptions for Faculty that are not Full Time and do not see patients outside of UMSOD’s umbrella will be evaluated on a case-by-case basis by either the Associate Dean of Clinical Affairs (Dr. DePaola), Assistant Dean of Clinical Affairs (Dr. Alkhubaizi), or Director of Clinical Operations (Dr. Windsor.) 

Prescription Control System Policy

Subject: III. Clinical - C. Credentialing and Licensure

Origination Date: 1/1/10

Effective Date: 8/19/13, revised 5/6/16, 5/22/17

Reviewed and/or Revised: 09/01/2017, 05/16/2022, 1/20/2026

Purpose: The purpose of this policy is to ensure that faculty complies with prescription writing guidelines when prescribing medication for registered patients. This policy also ensures monitoring the type and quantity of medications being prescribed

Policy and/or Procedure:

Faculty appointees with clinical privileges may prescribe controlled and non-controlled substances as allowed by law and if such prescriptions are related to clinical education programs and related patient care activities of the school. The provider would need to use their individual DEA and CDS number where appropriate.

Applicable Regulations:

Annotated Code of Maryland State Law (Criminal Law Article Title 5 subtitles 1 - 11) Drug Enforcement Agency Regulations

Process for Prescriptions:

  • Prescriptions are sent electronically at the University of Maryland School of Dentistry using a module of axiUm entitled eRx. 
  • Providers are registered with eRx under two categories.  EPCS (Electronic Prescribing for Controlled Substances) or non-EPCS 
  • ERx is launched via Axium for every patient when updating the medical history.  Medication allergies are reviewed, and current medications can be downloaded to the axiUm patient record.  Prescriptions can be sent electronically to the patient’s designated pharmacy.  The PDMP (Prescription Drug Monitoring Program) can be accessed through the eRx module 
  • Each clinic is to designate a phone number in their clinic to receive calls specifically for Prescriptions where a live person answers the phone and there is a voicemail message that is checked hourly.  
  • Only Faculty with DEA and CDS Licenses may write and approve prescriptions for controlled substances in Axium.  Faculty must be registered for EPCS prescribing. 
  • Dean’s Faculty with DEA and CDS Licenses will be able to write or approve prescriptions for controlled substances in Axium if they are registered as an EPCS provider. 

UMB Policy Concerning Licensure of Faculty and Staff Policy

Subject: III. Clinical - C. Credentialing and Licensure

Policy and/or Procedure: UMB Policy Concerning Professional Licensure of Faculty, Provider and Staff

Origination Date: 1/19/96 

Reviewed and/or Revised: 01/19/1996, 09/11/2016, 02/01/2021, 03/30/2021, 3//1/12024, 8/5/2024, 3/28/2025, 8/13/2025, 1/08/2026

Purpose: To ensure Maryland State dental licensure according to the MSBDE requirements.

  1. Appropriate licensure under Maryland law and regulations is required by UMB/UMSOD personnel holding any positions with responsibilities involving patient or client services for which licensure is required under State law. The Dean of each professional school, or an appointing authority or administrator designated by the Dean, is responsible for determining which positions in the faculty and staff require licensure and carry out this policy. For the UMSOD, the Director of Medical Credentialing and Quality Assurance is to ensure this policy is followed.  
  2. Volunteer personnel in positions requiring licensure shall be advised of this requirement in their appointment letters and shall be required to notify the Director of Medical Credentialing and Quality Assurance for UMSOD immediately upon the nonrenewal, suspension, or termination of a required license.  
  3. For salaried personnel in positions requiring licensure, the Director of Medical Credentialing and Quality Assurance for UMSOD should be notified to assure that appointees have and maintain required licenses, NPI and DEA numbers. This procedure may be followed with respect to volunteers and/or visitors in positions requiring licensure.  
  4. Licensure requirements should be made known to candidates and appointees to faculty/provider posts and other positions in the UMB employment system. Appointees shall be advised that licensure, including timely renewal of expiring licenses, is a condition of employment.  
  5. Any faculty or staff member failing to maintain a required license with the Director of Medical Credentialing and Quality Assurance for UMSOD due to nonrenewal, will be suspended from patient or client activities. Failure to hold and maintain a required license is grounds for termination of employment. To the extent permitted by university policies, compensation will be suspended or reduced if a faculty appointee or staff member is unable to perform employment responsibilities as a result of lack of appropriate licensure or conditions placed upon a license by a licensing body.  
  6. This policy shall take effect immediately. 

All Department Chairman are to notify the Director of Medical Credentialing and Quality Assurance of any new faculty, residents, staff, and visitors before they are in the clinic(s). All Clinical faculty and staff are to be credentialed by the Director of Medical Credentialing and Quality Assurance before they can be in the clinics. 

For visitors to UMSOD Clinics, see policy Titled: Visitors in UMSOD Clinics or NON-UMSOD Student and/or International Scholars Shadowing a Resident in Post Grad and Predoc Clinics. 

Faculty Licensure Verification

The School of Dentistry requires that all faculty members and providers of care who are involved in patient care or the supervision of patient care maintain a valid license from the Maryland State Board. As part of the initial appointment process, clinical faculty/providers who will be involved in patient care or the supervision of patient care activities must provide a copy of a current Maryland License, and CPR Certificate. Also, they must provide evidence of continued licensure through submission of copies of all renewal license certificates prior to expiration. Faculty members and/or providers of care without valid proof of licensure are not allowed to participate in patient care or the supervision of patient care activities. The Director of Medical Credentialing and Quality Assurance monitors and keeps on file copies of current state license and CPR Certificate for each faculty member and/or provider who are in the UMSOD Clinic for Accreditation and Liability Insurance purposes.

Basic Life Support

The School of Dentistry has implemented a policy that requires all faculty/provider and appropriate clinical support staff to be bi-annually renewed in cardiopulmonary resuscitation (B.L.S.) which is monitored by the Director of Medical Credentialing and Quality Assurance. The CPR Training Center, in the School of Dentistry, presents the training program and maintains a computerized record of the status of all individuals who are required to be annually renewed.

Faculty, students and staff are trained in CPR/BLS and are required to renew their CPR/BLS certification every two years. These CPR/BLS renewal courses are presented by an American Heart Association certified training center. This independent contractor is hired by the school to teach the published standards of the American Heart Association’s CPR course at the “Healthcare Provider” level of training. In addition, each CPR/BLS course provides school- specific information on the management of medical emergencies. A list of successful participants is sent to the Director of Medical Credentialing and Quality Assurance. This list is entered into a computerized CPR database and monitored by the Director of Medical Credentialing and Quality Assurance. 

A written protocol for the prevention and management of medical emergencies was developed for all clinical programs, which is published in the online Clinic Manual. This section includes information on emergency recognition, initial management, and procedures for activating the emergency medical system. Prevention policies are based on appropriate screening and evaluation protocols. There are numerous prevention policies described throughout the online Clinic Manual. Some of the topics included are policy regarding monitoring blood pressure, dental care for pregnant patients, pre-medication policy, and oral medicine screening protocols. 

Credentialing information/documents required from each provider cohort

For Clinical Faculty:

Name

Title

Full-/Part-time (FT/PT) or Dean’s Faculty (DF) 

Full-time equivalent (FTE) 

Start Date

Department (include discipline if AOST) 

Copy of Maryland Dental License

DDS or DMD

Specialty

Copy of Specialty Certificate (if applicable)

Copy of CPR for Healthcare Provider

Copy of Federal DEA License* (only needed if prescribing controlled substances)

Copy of CDS License* (only needed if prescribing controlled substances)

NPI Number

Confirmation of registration with Maryland PDMP/CRISP

Personal Email address

Phone Number (cell number for pharmacy to call)

Faculty Responsibility Statement signed by provider and chairman**

Completed Hep B Form

Completed OSHA Questionnaire [page 1, check off both a and b (half face) and sign page 3 of the form] After the form is medically cleared, then a fit test may be scheduled (if for faculty, once appointment letter is signed by the Dean.)** 

Signed Subpoena Policy (Only needed for those faculty at Access Carroll and Frederick since information now contained in the HIPAA Blackboard Assessment)

Confirmation of successful completion of Blackboard Clinic Essentials

*For those Faculty or Dean’s Faculty who will not be prescribing controlled substances and who do not and will not have EPCS eRx prescribing privileges, will not need to have a copy of their DEA and CDS License on file with Clinical Affairs.  For those providers that prescribe controlled drugs at Access Carroll and Frederick dental clinics, a copy of their current CDS and DEA licenses need to be on UMSOD Clinical Affairs’ file.

** If appointed to work in the Access Carroll or Frederick dental clinics, this information is not needed.

NOTES:

  1. If Faculty is offsite overseeing UMSOD students, who are seeing the Affiliate’s Patients while at the Affiliate’s location, does not use Axium and does not cover any clinics in the UMSOD, Faculty would be trained by the appropriate site and not need to take Blackboard Assessments.
  2. For Full Time Faculty: If Faculty will be in Faculty Practice and billing claims, the Director of Medical Credentialing and Quality Assurance is to be notified at least 3 months prior so a credentialing packet can be sent containing Dental Insurance Company forms to be completed by the Faculty provider and returned to the Director of Medical Credentialing and Quality Assurance. 
  3. Notify the Director of Medical Credentialing and Quality Assurance when the faculty provider is no longer in the clinics or employed by UMSOD for Liability Insurance purposes.

For Faculty NOT in the UMSOD clinics and only at the Global Program (Dominican Republic) Site Dean’s Faculty, the following is needed:

Name

Title

Full-/Part-time (FT/PT) or Dean’s Faculty (DF)   

Full-time equivalent (FTE) 

Start Date

Department (include discipline if AOST)

Copy of Maryland Dental License or Current Dental License in the State they practice dentistry

DDS or DMD

Specialty

Copy of Specialty Certificate (if applicable)

Copy of CPR for Healthcare Provider

Personal Email address

Phone Number (cell number for pharmacy to call)

Completed Hep B Form

Signed Subpoena Policy 

For Pre-clinical Faculty:

Name

Title

Full-/Part-time (FT/PT) or Dean’s Faculty (DF)   

Full-time equivalent (FTE)   

Start Date    

Department (include discipline if AOST)  

DDS or DMD   

Copy of CPR for Healthcare Provider  

Personal Email address            

Phone Number (cell number for pharmacy to call)   

Completed Hep B Form 

Completed OSHA Questionnaire [page 1, check off both a and b and half face and ensure to sign page 3 of the form.]  After the form is medically cleared, then a fit test may be scheduled (once appointment letter is signed by the Dean.) 

Once appointed and has UMB ID: 

  • Confirmation of completed and passed Blackboard Assessments

Notify the Director of Medical Credentialing and Quality Assurance when the faculty provider is no longer in the clinics or employed by UMSOD for Liability Insurance purposes. 

For Lecturers and Researchers:

Name

Title     

Full-/Part-time (FT/PT) or Dean’s Faculty (DF)   

Full-time equivalent (FTE)  

Start Date    

Department (include discipline if AOST)  

DDS or DMD  

Personal Email address

NOTE: Notify the Director of Medical Credentialing and Quality Assurance when the Lecturer or Researcher is no longer employed by UMSOD for Liability Insurance purposes. 

For Fellows:

FT/PT

Start Date

Department

Copy of Maryland Dental License*

DDS or DMD*

Copy of CPR for Healthcare Provider

NPI Number*

Completed OSHA Questionnaire [page 1, check off both a and b (half face) and ensure to sign page 3 of the form] After the form is medically cleared, a fit test may be scheduled.*

Confirmation of completed and passed Blackboard Assessments

NOTES: Notify the Director of Medical Credentialing and Quality Assurance when the Fellow has graduated or is no longer in the clinics for Liability Insurance purposes.

For ODS Fellows, NPI and Licensure may not be needed for the first year.

*Information not needed for OMFS Fellows.

For Residents and Students:

Copy of CPR for Healthcare Provider 

Completed OSHA Questionnaire [page 1, check off both a and b (half face) and ensure to sign page 3 of the form]. After the form is medically cleared, then a fit test may be scheduled. * 

Confirmation of completed and passed Blackboard Assessments  

NOTE: Notify the Director of Medical Credentialing and Quality Assurance when the resident or student has graduated or is no longer in the clinics for Liability and Insurance purposes.

*Information not needed for OMFS Fellows.

For Staff Dental Hygienists:

Full-/Part-time (FT/PT)  

Start Date    

Department  

Copy of Maryland Dental Hygiene License 

Any Certifications held by Dental Hygienists other than license and CPR 

Copy of CPR for Healthcare Provider 

Completed Hep B Form 

Completed OSHA Questionnaire [page 1, check off both a and b (half face) and ensure to sign page 3 of the form]  

Confirmation of completed and passed Blackboard Assessments

NOTE: Notify the Director of Medical Credentialing and Quality Assurance when the Dental Hygienist is no longer in the clinics or employed by UMSOD for Liability Insurance purposes. 

For Staff Dental Assistants:

Full-/Part-time (FT/PT)  

Start Date    

Department  

Copy of Maryland Dental Radiation Tech Certification (IF TAKING RADIOGRAPHS) 

Copy of CPR for Healthcare Provider 

If a Qualified or Certified Dental Assistant -Copy of certification  

Completed Hep B Form 

Completed OSHA Questionnaire [page 1, check off both a and b (half face) and ensure to sign page 3 of the form]. After the form is medically cleared, then a fit test may be scheduled. 

Confirmation of completed and passed Blackboard Assessments 

NOTE: Notify the Director of Medical Credentialing and Quality Assurance when the Dental Assistant is no longer in the clinics or employed by UMSOD for Liability Insurance purposes. 

For Staff Nurses:

Full-/Part-time (FT/PT) 

Start Date

Department

Title 

Copy of Maryland Nurse’s License

Copy of CPR for Healthcare Provider 

Copy of Advanced Cardiac Life Support (ACLS) Certification

Completed Hep B Form

Any Certifications held by Nurses other than license and CPR

Completed OSHA Questionnaire [page 1, check off both a and b (half face) and ensure to sign page 3 of the form]. After the form is medically cleared, a fit test may be scheduled. *

Confirmation of completed and passed Blackboard Assessments

NOTE: Notify the Director of Medical Credentialing and Quality Assurance when the Nurse is no longer in the clinics or employed by UMSOD for Liability Insurance purposes.

D. Dental Laboratory

Dental Laboratory Controls Policy

Subject: III. Clinical - D. Dental Laboratory

Effective Date: July 1 2008

Reviewed and/or Revised: 09/01/2017, 7/31/2025

Purpose

All laboratory cases must be submitted through the in house laboratory office.

Scope (applies to):

This policy applies to: CMS 

  • Faculty/Lab Staff 
  • Resident 
  • Student 

Policy and/or Procedure

Policy Statement:

  • UMSOD will assure that student work is of acceptable quality prior to being sent to a commercial dental laboratory. 
  • All cases are reviewed by the Director of the Laboratory with occasional review by the Director of Undergrad Prosthodontics, if needed. 
  • Faculty shall review and evaluate the quality of submitted case and the finished product of in-house and commercial laboratories. If, as a result of faculty review, work submitted is deemed unsatisfactory for continuation, the Laboratory Director or designee resolves the issue and the work is re-submitted. If, as a result of faculty review, the quality of work returned from a commercial dental laboratory is deemed unsatisfactory, the work shall be re-done and provider notified about the delay. The Laboratory Director shall notify a commercial lab if the quality of work is consistently unsatisfactory. 
  • Beyond the random Faculty review or in the event the Faculty review is not available the Laboratory Director or designee shall review and evaluate the quality of all submitted cases. The Laboratory Director or designee resolves the issues so the work can be re-submitted. 
  • Precious metal inventories shall be safeguarded. 
  • Logs tracking the use of precious metals shall be reviewed for accuracy at least annually and reconciled with inventories.

Purpose:

To ensure that unrecovered costs for manufactured dental prostheses are minimized and the probability of acceptability of manufactured dental prostheses are maximized.

Keywords:

None

Policy Owner(s):

Endodontics, Prosthodontics, Operative Dentistry Chair

Applicable Regulations:

None 

Recourse for Non-Compliance:

Judicial Policy

Dispensing Precious Metals Procedures

Subject: III. Clinical - D. Dental Laboratory

Reviewed and/or Revised: 09/01/2017, 02/28/2024, 07/31/2025

Purpose

  • Assure that UMSOD precious metal inventories are used as intended
  • Provide a method to cost-out precious metal used in dental prosthetics.

Policy and/or Procedure

  1. Practitioner who will be fabricating a dental prosthetic presents a Prosthodontics Prescription Form (#01.11066 or #01.12013) specifying precious metal as the material
  2. Dental Lab staff weighs precious metal
  3. Dental Lab staff dispenses precious metal
  4. Dental Lab staff records in running gold inventory ledger amount provided to practitioner

Laboratory Quality Controls Policy

Subject: III. Clinical - D. Dental Laboratory

Origination Date:

Effective Date:

Reviewed and/or Revised: 09/01/2017, 02/28/2025, 07/31/2025

Purpose

Facilitate process of delivering dental prosthesis which are appropriate for patient placement; Minimize remakes. All laboratory cases must be submitted through the in house laboratory office.

Policy and/or Procedure

  1. Complete disinfection : performed by student
  2. Complete laboratory prescription form in Axium lab tracking with appropriate patient and clinical information : performed by student
  3. Reception staff : perform financial verification
  4. Note ADA code(s) : performed by reception staff
  5. Indicate that finances are in order : performed by reception staff
  6. Present Axium lab order to supervising faculty : performed by student
  7. Authorize laboratory prescription with swipe card, including provider number : performed by supervising faculty member
  8. Print label then carry completed label and disinfected materials to the office of the Laboratory Director : performed by student
  9. Examine case to insure it is administratively and technically correct : performed by Laboratory Director or his designee
  10. Review quality of materials submitted by student, performed by Laboratory Director or designee, if not part of random Faculty review.
  11. Ship case to commercial dental laboratory : performed by laboratory Staff
  12. Upon return from the commercial dental laboratory perform quality check : performed by Laboratory Director or his designee
  13. Retrieve from the office of the Laboratory Director the completed prosthesis from the dental lab office : performed by student
  14. Post the copy of the laboratory prescription form to the patient record : performed by student

E. Emergencies

Emergency Egress Safety Policy and Procedure

Subject: III. Clinical – E. Emergencies

Department: Clinical (Copy of Policy in section IV. Facilities B. Management)

Effective Date: 06/01/2008

Reviewed and/or Revised: 9/01/2017, 2/13/2026

Purpose

Provide clear, safe exit access for students, faculty, and staff to safely exit campus buildings in case of fire or other emergency. Minimize the hazards to firefighters when doing search and rescue or trying to reach and extinguish fires within University buildings. 

Background

The State Fire Marshal's Office has been directed by state law to enforce laws, regulations, and standards pertaining to fire safety. The State Fire Prevention Commission has established a Fire Prevention Code that applies to buildings within the State of Maryland. All University buildings are affected by these fire prevention requirements.

By reference the State Fire Prevention Commission has adopted the National Fire Protection Association (NFPA) Life Safety Code. Section 9-2.5.6.1 of the Life Safety Code, which applies to all campus buildings, states that "a means of egress (exit) is a continuous and unobstructed way of exit travel from any point in a building or structure to a public way." This includes intervening room spaces, doorways, hallways, corridors, passageways, balconies, ramps, stairs, enclosures, and lobbies.

Many buildings are faced with storage problems, and the corridors are being used for storage. In some instances storage has escalated to the point that it presents a fire safety hazard to building occupants and firefighters.

For additional information regarding this policy, please refer to the UMB Occupant Emergency Plan (PDF).

Managing Dental Emergencies after Hours Policy and Procedure

Subject: III. Clinical - E. Emergencies

Department: Oral and maxillofacial surgery

Origination Date: 11/1/2008

Effective Date: 12/1/2008 

Reviewed and/or Revised: 09/01/2017, 02/25/2022, 1/28/2024, 2/03/2025, 8/13/2025, 12/10/2025

Purpose:

Qualified dental personnel will be on call after hours to receive and triage emergency phone calls from active patients of record. The qualified dental personnel will be affiliated with the University of Maryland Dental School. This person will be a Dentist, resident, Patient Care Coordinator, or a Dental assistant with a minimum of 10 years of experience. The dental personnel providing this service must be approved by the Clinic Administration Committee. 

Active patients of the School of Dentistry who experience a dental emergency “after-hours” or on the weekend may call (443) 827-5011 to speak with a School of Dentistry staff member.

Active patients of record who have a dental emergency during regular business hours may contact the Patient Care Coordinator at their assigned clinic.

  • Urgent Care / Screening / Orals Surgery / PLUS / Special Care & Geriatrics may call 410-706-8127
  • Undergraduate Dental Clinics on 1st, 2nd, and 3rd floor may call 410-706-8127
  • Advanced General Dentistry Clinic on 2nd floor may call 410-706-4428 or 410-706-4156
  • Orthodontics / Pediatric Dentistry on 3rd floor may call 410-706-0768
  • Endodontics / Prosthodontics / Periodontics on 4th floor may call 410-706-8111

Definitions:

Active patient of record: A patient that is in current treatment with an Undergraduate Dental Student or Post-Graduate Resident.

  • Patients who are inactivated or not assigned to a Dental Student are not considered active patients.

Patients who have been treated through the Urgent Care Clinic are not considered active patients unless they have an emergency associated with a recent area of treatment that was performed at the Dental School.

Policy:

This person will be a Dentist, Resident, Patient Care Coordinator, or a Dental Assistant with a minimum of 10 years of experience. The Clinical Affairs Board must approve the dental personnel providing this service.

This on call service is provided for active patients of record only. Patients are considered active patients of record if they are in current treatment with an Undergraduate Dental Student or Post Graduate Resident. Patients who are inactivated or not assigned to a Dental Student are not considered active patients. Patients who have been treated through the Dental School’s Urgent Care Clinic are not considered active patients unless they have an emergency associated with the recent area of treatment at the Dental School.

Procedure:

On call schedule:

Each clinical area has Dental faculty available as a contact for after hour emergencies. Any changes to covering faculty must be reported to the Director of Urgent Care (Dr. Mostoufi) and the person triaging the after hour emergencies.

On call responsibilities:

  1. Be accessible by pager (from 5pm until 9am on weekdays when the dental school clinics are open and 24 hours per day on the weekends and on weekdays when the dental school clinics are closed).
  2. Consult with and triage “emergency” calls for the University of Maryland Dental schools active patients of record.
  3. Affirm that the patient calling is an active patient of record by accessing axium on a laptop computer that is provided by the dental school. Axium may also be used to verify any recent treatment or prescriptions given to the patient. 
  4. Assess the situation and manage the treatment of afterhours “emergency” patients during non-clinic hours. 
  5. Contact the on call Oral Surgery or Pediatric dental resident for assistance with emergency conditions that may require the patient to be seen in the hospital during non-clinic hours. 
  6. Contact the dentist faculty member assigned to the clinic where the patient was treated
  7. Contact pharmacy for any medications prescribed by dental faculty on call. 
  8. Maintain a log of all of all phone inquiries which will include the following information: 
    1. Patient name and telephone number 
    2. Patient chart number
    3. Date and time of call. 
    4. Dental clinic in which comprehensive treatment is usually provided (name of dental student or resident patient is assigned too).
    5. Chief complaint and history of present condition. (Esthetics are not considered an emergency situation.)
    6. Name of on call resident patient was referred to if patient is a post-graduate patient.
    7. Name of faculty that was contacted to handle the after hour emergency decisions and prescriptions if needed.
    8. Treatment advised (referral, medications, immediate clinic evaluation, follow-up appointments)
    9. Contact the student or resident that is assigned to the patient and inform them of the situation. 
  9. Patients referred to a hospital by the on-call faculty are advised to go to the University of Maryland Medical Center or Sinai Hospital of Baltimore Emergency Room rather than other hospitals if possible. Example of reasons that may require referral to the hospital. 
    1. Trauma to teeth or the peri-oral area.
    2. Fever, swelling, toothache interfering with eating or sleeping
    3. Difficulty swallowing, difficulty breathing, or trismus. 
  10. When a patient is referred to a hospital, they shall be notified that any costs associated with their visit to the hospital will be the patient’s responsibility and not associated with the School of Dentistry.

Response to Medical Emergency or Adverse Incident Policy and Procedure

Subject: III. Clinical - E. Emergencies

Department: Clinical

Effective Date: 6/1/2008

Reviewed and/or Revised: 9/01/2017, 2/25/2022, 2/03/2025, 3/28/2025, 8/13/2025, 9/16/2025, 12/04/2025, 1/15/2026, 1/20/2026

Purpose:

The primary purpose of this procedure is to ensure any individual experiencing a medical emergency or adverse incident is cared for in an appropriate manner, and that all adverse incidents are reported to an SOD nurse. In addition, the purpose of adverse incident reporting is to identify actual problems or potential risk circumstances that must be eliminated or minimized to prevent personal injury or property loss or damage

Adverse incident reports are to serve as:

  1. An early detection system for problems and compensable occurrences;
  2. A foundation for an early investigation of all potentially serious occurrences;
  3. A database for long-range problem detection, analysis and correction;
  4. A cross-reference with other risk detection systems.
  5. Instances where further training may be necessary.

Definitions:

  • Adverse Incident: An unexpected event, action, mishap (with or without injury), or serious expression of dissatisfaction related to the perception that there has been or could be an injury, inappropriate treatment, or neglect involving a patient, visitor, student/resident, or employee which either, immediately affects the safety or health of an individual or individuals directly involved, or may affect the safety and/or health of an individual or individuals, if timely appropriate intervention does not occur.
    • Adverse Incident Classification (5 categories):
      1. Behavioral Incident
        1. occurs secondary to psychiatric illness, aggression or behavioral misconduct
      2. Clinical Incident
        1. an injury or affliction, or perception of that inappropriate treatment or neglect, that has occurred to a patient secondary to SOD treatment (necessitates notification of the Clinical Supervisor, Department Chair, and the Dean of Clinical Affairs, in addition to an SOD nurse)
        2. any clinical infection control infraction that places a staff or patient at risk for injury and/or exposure (a clinical infection control infraction that results in staff or patient exposure, will be classified as an Exposure)
      3. Exposure
        1. needlestick or sharps injury involving blood or other potentially infectious materials (OPIM)
      4. Major Injury / Major Medical Emergency
        1. ill or injured individual required emergency medical treatment outside the SOD (if a Major Injury or Major Medical emergency is directly related to the patient’s dental treatment, it is classified as a Clinical Incident)
      5. Minor Injury / Minor Medical Emergency
        1. ill or injured person did not require emergency medical treatment outside the SOD (if a Minor Injury or Minor Medical emergency is directly related to a patient’s dental treatment, it is classified as a Clinical Incident)
  • Adverse Incident Form): Report of Special or Adverse Incident):  form located in Injury Packets inside nurses’ door bins, or online via the Clinical and Academic Support Documentation icon on the desktop, should be used to record details on paper until they can be provided to an SOD nurse to be used for an online incident report (done by nurses only)
  • AED (automated external defibrillator): A device that automatically analyzes the heart rhythm and delivers a shock to restore a normal heart rhythm, if it detects a problem that may respond to an electrical shock. Monitored remotely by Technical Services Department.
  • Bloodborne: Carried or transmitted by the blood, as in a bloodborne pathogen (BBP).
  • Campus Police Emergency number: 911 (no need to dial 9 first). Campus police monitor 911 calls from the campus. 911 is the number dialed from any SOD clinic or office phone that links directly to the Campus Police Emergency Response line (no need to dial 9 first). This number is used in the event of a Major Injury/ Major Medical Emergency when an ambulance is required, and also to have an officer arrive to diffuse a behavior situation to maintain safety of all involved (email details of the incident to the Dental-Emergency Response Team at DL-Dental-EmergencyResponseTeam@umaryland.edu as soon as possible whenever there was a need to have campus police intervene)
  • Emergency Cart: A red portable container holding all the equipment and medicines that a dental school nurse or doctor would need to assist an individual in case of a medical crisis. In addition, there are portable bags in each nurse room that contain all emergency equipment and medications “grab and go” bags. Crash carts and portable bags are checked regularly by SOD nurses to ensure contents are secure and updated as needed.
  • Emergency Response Team, (SOD ER Team, or ERT): A group of five individuals (nurses and two faculty members) all certified in advanced cardiac life support (ACLS) that are on call via the Emergency Response Team paging (see definition) and available to assist during any type of adverse incident. ERT doctors and nurses are never to be paged individually, with one exception. Faculty can be paged individually for Major Medical Situations when there has been no response from an ER Team member after the Emergency Response paging system has been activated twice. Attending faculty at the scene of the adverse incident/emergency will act as a back-up should ER Team members be unavailable to respond to a page. ER Team nurses may be paged individually for routine glucometer readings and blood pressure checks.
    Phone #   Room
RN II (Oral Surgery Nurse)     6-2057  2325
RN II (Urgent Care Nurse)    6-4026  2325
RN II (Infection Control Nurse)    6-6344  4317
RN II (Dental School Nurse)    6-8991  3322
LPN (Dental School Nurse)    6-7496  2206
Dr. D. Everett (Director, Oral Surgery)     301-801-9091  1208
Dr. G Winter (Anesthesiologist)    6-2012  3215
  • Emergency Response Team Paging System: Using an SOD phone, dial 6-8128. When the Vocera Genie answers, say “URGENT BROADCAST EMERGENCY TEAM”. Repeat this page if the ER Team has not responded within 5 minutes. Note, it is permissible and encouraged for the Emergency Response Team Paging System to be used to acquire the assistance of a nurse for a non-emergency purpose that cannot be scheduled in advance, rather than time be spent searching for one who is available. 
  • Exposure / Cutaneous Exposure/ Double Exposure / Occupational Exposure / Percutaneous Exposure / Mucocutaneous Exposure:
    1. Exposure: contact with (or potential contact with) microorganisms, or pathogens, via blood or other potentially infectious material.
    2. Cutaneous Exposure: exposure to the skin surface
    3. Double Exposure: occurs when a dental provider sustains a skin puncture/glove breech, by a sharp item contaminated with the patient’s blood or saliva and then reuses that same sharp item on the patient meaning that both individuals are now sources or potential sources of infection for one another.
    4. Mucocutaneous Exposure: exposure via a splash to the inside of the eyes, nose or mouth (mucous membranes).
    5. Occupational Exposure: refers reasonably anticipated contact with blood or other potentially infectious materials by healthcare workers with non-intact skin, especially as a result of a puncture, bite, cut, or abrasion, or a splash into the eyes, nose, or mouth (mucous membranes), as a result of their job duties.
    6. Percutaneous exposure: exposure via a puncture through the skin (also known as parenteral contact or exposure)
  • HBV: means hepatitis B virus
  • HCV: means hepatitis C virus
  • HIV: means human immunodeficiency virus
  • Injury Packet(s): Large 8" X 11" Manilla envelopes containing directions, and forms designed to assist with Staff with Injury Reporting, if a nurse is not immediately available to provide the necessary forms. They are labeled Student/Resident, Employee (corporate and State), and Volunteer, and in addition there is also a radiology Packet to be used if a patient swallows an object.
  • Other Potential Infectious Materials (OPIM) in dentistry means:
    1. Saliva, any body fluid that is visibly contaminated with blood, and all body fluids in situations where it is difficult or impossible to differentiate between body fluids;
    2. Any unfixed tissue or organ (other than intact skin) from a human (living or dead); and
    3. HIV-containing cell or tissue cultures, organ cultures, and HIV- or HBV-containing culture medium or other solutions; and blood, organs, or other tissues from experimental animals infected with HIV or HBV.
  • Pathogen: An agent that causes disease, especially a living microorganism such as a bacteria, virus or fungus.
  • Source Individual (may be a patient, staff member or student): means any individual, living or dead, whose blood or other potentially infectious materials may be a source of occupational exposure to the employee. 

Procedure:

I. When a patient, visitor, or staff member is in physical distress or in need of immediate assistance because of an adverse incident, getting help is the 1st priority.

Page the SOD, ER Team

  1. Using an SOD phone, dial 6-8128. When the Vocera Genie answers, say “URGENT BROADCAST EMERGENCY TEAM”. Repeat this page if the ER Team has not responded within 5 minutes. 
  2. Return to assist with the emergency
    1. Make sure the ill or injured person is positioned to prevent further injury; lower head/raise feet if person is feeling faint or has fainted unless doing so will cause further injury
    2. Look for the ER Team and escort them to the emergency
    3. If not already available, ask someone to get the nearest Emergency Cart/Oxygen tank for oxygen support and/or be prepared to get the AED and begin basic CPR as needed; remember C-A-B (Compressions, Airway, Breathing)
    4. Start oxygen with a nasal cannula at 2-4 L/min for oxygen support, or use a non-rebreather mask if patient is distressed due to shortness of breath, set between 10-15 L/min (make sure bag is inflated)
    5. Repeat the page if no one arrives in 5 minutes and defer to attending faculty for guidance.
      1. Faculty will manage the adverse incident if no response after the Emergency Response Paging System has been activated twice
    6. Report details to an SOD nurse as soon as possible, not to exceed 24 hours.

II. When a patient, visitor, or staff member is unconscious:

  1. Call 911 followed by a page to the SOD Emergency Response Team.
    • Using an SOD phone, dial 6-8128. When the Vocera Genie answers, say “URGENT BROADCAST EMERGENCY TEAM”. Repeat this page if the ER Team has not responded within 5 minutes.
  2. Defer to attending faculty for guidance while waiting for emergency responders
  3. Attending Faculty will: 
    1. Direct someone to the 1st floor lobby to alert the officer, and escort emergency personnel (EMS) when they arrive.
    2. Direct someone to retrieve the nearest emergency cart/ Oxygen tank, and AED as needed, and be prepared to perform BLS (a copy of the BLS algorithm is located inside the white folder on top of the emergency cart along with a pen and copies of the Emergency Response Worksheet to record observations and vital signs, to have on hand to report to emergency responders when they arrive.
    3. For a patient with minimal respiratory distress, start oxygen with a nasal cannula at 2-4 L/min for oxygen support. Use a non-rebreather mask if patient is breathing normally, if patient appears to be short of breath, but respirations are regular and set, the oxygen delivery rate between 10-15 L/min, making sure bag is inflated. Monitor the patient’s vital signs.
    4. If the campus police or an ambulance were needed, email the DL-Dental-Emergency Response Team at DL-Dental-EmergencyResponseTeam@umaryland.edu as soon as possible (this will be done by a member of the Emergency Response Team, if a member is available.)

III. When a patient or visitor is behaving aggressively:

  1. Dial 911, then page the SOD ER team
    • Do not try to intervene on your own!
    • If a member of the SOD ERT team does not arrive after a repeat page, email details of the incident to the Dental-Emergency Response Team at DL-Dental-EmergencyResponseTeam@umaryland.edu as soon as possible. The team will receive the email ensure an incident report is filed, and follow-up as needed,

IV. Emergency Supply locations:

  1. AEDs 
    1. AED locations (look for and follow wall mounted AED signs)
      1. Ground floor; next to the School Store
      2. 1st floor: look for AED sign off main corridor in a side hallwayin Urgent Care Clinic. There is a second AED in the Oral Surgery sedation room on the main hallway.
      3. 2nd, 3rd, and 4th floor; look for, and follow wall mounted AED signs
    2. Emergency Carts dispersed throughout every clinical and non-clinical area; located:
      1. Adjacent to the AEDs on the lower level through 4th floors and in various hallways off the main corridor on:
        1. 1st thru 4th floors

V. Wheelchair* locations:

*Wheelchairs must be checked out at front desk locations (patients must leave a valid ID until chair is returned). Wheelchairs checked out from a nurse’s office, must be checked out from the nurse, and returned to the same location ASAP.

  1. 1st floor in:
    • and, in the nurse's room in Faculty Practice
  2. 2nd floor:
    • In the GP waiting area behind the reception desk
    • In GP nurse’s office adjacent to the GP waiting area, room 2318
  3. 3rd floor:
    • In the GP waiting area behind the reception desk
    • In the GP nurse's office adjacent to the GP waiting area, room 3322
  4. 4th floor:
    • In the nurse’s office, room 4317

VI. Fire Alarms:

  • If a patient can walk without a cane or need of assistance:
    • exit the building though the nearest doorway, using the stairs as necessary
  • If a patient has been sedated or is unable to walk without assistance:
    • have the patient remain in the treatment chair/area, and alert the Fire Warden on patrol regarding the situation, or
    • proceed to the nearest stairwell (Area of Rescue Assistance), until help arrives or the all clear has been given.

Ensure all doors are closed to prevent the potential spread of fire. 

Do not put yourself, your patient, or others at risk by trying to exit via a stairway

VII. Patient Injury and Sudden Illnesses, Allergic Reaction, or if a Patient Swallows Something:

1.)  Patient Injury

  • No matter how minor and injury may seem, you must inform an SOD nurse as soon as possible if a patient informs you they were injured…
    • on the way into the building,
    • once inside the building and/or
    • if you patient was injured as result dental treatment received
    • if a double exposure occurred (patient exposed after student or staff injury with a contaminated instrument or needle)
  • An SOD nurse will come to the area to assess the injury and record the details in an incident report (minor injuries or non-injuries (for example, a fall with a non-injury) mentioned by a patient will still need to be assessed and the nurse's observations recorded)
    • if a dental school nurse or faculty ERT member is not present after a second ERT page, record details of the patient’s incident and your observations, and give the details to an SOD nurse either in a secure email, or in person at the next opportunity
    • For double exposures, when a nurse is NOT present:
      • Attending faculty will explain to the patient what happened, and review medical history for risk of Bloodborne infection, i.e., history of IV drug use, dialysis, as well as any recent lab work for BBP screening. Negative HIV and Hepatitis C results within the past 30 days, can be accepted in lieu of Bloodborne pathogen screening at the SOD. 
      • The student or faculty with whom the patient was exposed, will be requested to share any personal pertinent medical history with their patient, and shall also explain to the patient that they will be screened for Hepatitis C and HIV as recommended by OSHA, by a School of Dentistry nurse at the earliest opportunity, and the patient will be informed of the results. This can be done in the nearest nurse’s office for privacy as needed (room 4317, and room 2318 are also open at night) 
      • Do not intimidate the patient or student/faculty if they refuse screening, contact the Bloodborne Pathogens Exposure Hotline at 667-214-1899 for advice regarding exposure risk, and follow-up. Do not go the ER without a referral from the BBPE Hotline; most dental exposures are low risk, and current guidelines do not recommend prophylaxis medications for exposures of minimal risk (but prophylaxis drugs will not be refused if the exposed person requests them). Likewise, if a patient becomes upset regarding being exposed to a student or staff member, and about having to wait until the next opportunity the nurse is available (i.e., the next day) to receive the source student or staff BBP screening results, then staff manning the BBPE Hotline can also address patient exposure risk and phone ahead to the ER for prophylaxis medications for the patient if requested or recommended by the BBPE hotline. The patient will be informed that any bills received after their insurance is paid will be paid by the School of Dentistry. 
      • If the patient is willing to undergo screening, inform the nurse when reporting the incident when the patient’s next appointment is scheduled as they can be screened then. Inform the patient that screening is free of charge and takes approximately 20 minutes. Testing for HIV & Hepatitis C requires a drop of blood from their finger. They will receive a copy of all results for their records. Results are not placed in their dental charts.
        • EXCEPTION: A blood draw is necessary if the source patient is under 17 or pregnant. Rapid HIV & Hepatitis C antibody screening is not approved for children under age 17 and not approved for pregnant women, according to current FDA regulations. 

2.) Patient Sudden Acute Illness:

  • If a patient reports not feeling well, notify attending faculty, and page the SOD Emergency Response Team as previously described, and per faculty assessment
    1. Faculty will take command of the situation while SOD ER Team is in route, and/or if the ER Team is unavailable after a second page.
    2. Rescue medications (non-narcotic) and supplies are located in the closest emergency cart
      • Emergency cart medications listed below, are only to be administered by a DDS, MD, RN or LPN, if that individual is familiar with the medication and it’s use, and never by a student (SOD nurses will only administer medications under MD or DDS direction)
        • ALBUTEROL METERED DOSE INHALER
        • AMMONIA – breakable capsules
        • ASPIRIN - 325mg tablets, in packets of 2
        • DEXTROSE 50 prefilled syringe
        • DIPHENHYDRAMINE (Benadryl) 25mg, in packets of 1
        • DIPHENHYDRAMINE (Benadryl) vial- 50mg/ml 
        • EPINEPHRINE 1:10,000 Bistojet (EPI PENS ARE LOCATED IN THE NURSES’ OFFICES)
        • NITROSTAT bottle of 0.4mg tablets
        • Sugar packets (3 packets are equivalent to the sugar in one 8oz container of juice)
        • Naloxone
      • The following supplies are located inside emergency carts (in addition to the medications above), are listed by their intended use (notify an SOD, as soon as possible nurse if one is not present, so supplies used can be replaced). 
        • INTRAVENOUS DELIVERY
          • ALCOHOL WIPES
          • ANGIOCATHETHERS – 20, 22, 24 gauge
          • GAUZE PADS (2 x 2) 
          • SALINE – Fluid Bag, prefilled syringes
        • INTRAMUSCULAR DELIVERY
          • NEEDLES – Assorted sizes
          • SYRINGES – 1cc, 3cc, 5cc
        • RESPIRATORY SUPPORT 
          • AIRWAYS – Assorted sizes; Adult large, medium, small, child
          • AMBU BAGS – Adult and Pediatric
          • NASAL CANNULAS – Adult and Pediatric
          • NON REBREATHER MASK – Adult and Pediatric
        • MISCELLANEOUS 
          • BANDAIDS
          • BANDAGES – Stretch gauze
          • BLOOD PRESSURE CUFF and STETHOSCOPE
          • FACE MASK 
          • GAUZE 4 X 4
          • ICE PACKS
          • LATEX FREE GLOVES
          • SCISSORS
        • Note: Disposable absorbent pads (“chucks”) to cover and aid in the clean-up of fluids expelled by the patient, blood, saliva, or vomitus, are in each clinical Prep Dispense area, and also in Clinical; Labs on the 2nd and 3rd floors (room 2326 and 3326)
    3. Nurse, or faculty ERT member, is not present after a second ERT page, record details of the incident, and give the details to an SOD nurse either in a secure email, or in person at the next opportunity
    4. When attending faculty and/or SOD ER Team members direct an ambulance to be called via the Campus Police at 911, the patient, or parent /guardian of the patient may refuse the ambulance
      • If there is a Refusal of Ambulance, have the individual involved complete the Refusal of Ambulance document for Adults, or Adult or Minor with a Guardian document as applicable; located in a folder on nurses’ office doors and/or in the white binder on top of each emergency cart)

3.) Patient Allergic Reaction:

  • If a patient reports mild rash and or itching, notify attending faculty, and page the SOD Emergency Response Team as previously described, and per faculty assessment, especially if a reaction to dental materials is known or suspected.
    • Faculty will take command of the situation while SOD ER Team is in route, and/or if the ER Team is unavailable after a second page. They will:
      1. Reassure the patient, 
      2. Closely monitor vital signs, 
      3. Direct someone to retrieve the nearest emergency cart and administer 25-50 mg of Benadryl (diphenhydramine) by mouth, as needed (located inside the emergency cart). 
      4. Call 911 immediately to request an ambulance, followed by a page the emergency response team if the SOD ERT has not been paged, and/or If patient’s symptoms progress to swelling or itching of the throat, or breathing difficulty occurs, 
      5. Email details of the incident to the Dental-Emergency Response Team at DL-Dental-EmergencyResponseTeam@umaryland.edu as soon as possible if an ambulance was required, and if there was no response from the Emergency Response Team, the ER Team will receive the email, and ensure an incident report is filed, and follow-up as needed. 
      6. Report details of any incident that remains a Minor Injury/Minor Medical Incident to any dental school nurse as soon as possible 
    • For Sudden Moderate to Severe Allergic reaction; patient has hives, swelling of face, lips, tongue, or throat; difficulty breathing, chest tightness
      • Faculty will direct 911 be called, followed by a page of the ER Team and take command of the situation while SOD ER Team is in route, and/or if the ER Team is unavailable after a second page. They will:
        • Start Oxygen vial mask at 10- 15 L min 
        • Ask patient if they have had a similar reaction in the past and if they have an epi pen with them. If not, look inside the cart for an epinephrine auto injector, follow directions on the auto injector for administration, if comfortable doing so (epinephrine 1:1000 in vial form is also available for use by an MD or DDS, and can be administered per Intramuscular injection to the lateral thigh for the quickest absorption or deltoid muscle- the adult dose according to the American Academy of Allergy, Asthma, and Immunology, is 0.3-0.5 cc of 1:1,000 concentration. The dose can be repeated every 5 to 15 minutes depending upon the response for 3 to 4 doses. The same is true for children except the dose is 0.01mg/kg
        • Encourage patient to inhale two puffs of Albuterol Sulfate, waiting 1 minute between inhalations (spacers are available in the emergency cart)

4.) Swallowing foreign body material: Aspiration or Ingestion: 

  • If a patient swallows a foreign body during treatment, or it is thought that they may have swallowed something, notify attending faculty, and page the SOD Emergency Response Team as previously described
    • Faculty will take command of the situation while SOD ER Team is in route, and/or if the ER Team is unavailable after a second page.
    • If a dental school nurse or faculty ERT member is not present after a second activation of the Emergency Response System, record details of the incident, and give the details to an SOD nurse either in a secure email, or in person at the next opportunity
  • When the patient is medically stable (no shortness of breath, coughing, etc.) after swallowing or possibly having swallowed something, the student or resident treating the patient will follow the instructions or the nurse/faculty ER team member(s) present, or if none is available after a second ERT page, will obtain a Radiology Request Form from inside the Radiology Request Form Packets available on nurses’ office doors (rooms 2206, 2325, 3322 or 4317). Instructions for x-raying a patient to verify object placement (or no object visible) are located both on the outside and inside of the Radiology Packet.
    • If the patient states they do not want an x-ray, document this in the chart and have the note approved by faculty. The patient should be advised to look for the item to pass in their stool, and or to report to their dental provider and their physician if they have any symptoms of increased abdominal pain, or discomfort, or breathing difficulty).
  • If the patient has shortness of breath, uncontrollable coughing, or any other signs of respiratory involvement, initiate oxygen with a nasal cannula at 2-4 L/min for oxygen support. Use a non-rebreather mask if patient continues to have respiratory distress, set between 10-15 L/min, ensuring bag inflates. 
    • Attending faculty and/or SOD ER Team members will direct an ambulance to be called via the Campus Police at 911, ONLY if the patient is in respiratory distress or otherwise unstable. The parent/guardian of the patient may refuse the ambulance.
      • If there is a Refusal of Ambulance, have the individual involved complete the Refusal of Ambulance document for Adults, or Adult or Minor with a Guardian document (as applicable; located in a folder on nurses’ office doors and/or in the white binder on top of each emergency cart)
    • if a dental school nurse or faculty ERT member, is not present after a second ERT page, record details of the patient’s incident and your observations, and give the details to an SOD nurse either in a secure email, or in person at the next opportunity (email details of the incident to the Dental-Emergency Response Team at DL-Dental-EmergencyResponseTeam@umaryland.edu as soon as possible whenever there was a need to have campus police phone for an ambulance)

5.) Patient Chronic Illness (BP, Glucometer Check or INR check):

  • For routine checks on asymptomatic patients, it is permissible and encouraged for the Emergency Response Team Paging System be used to get the assistance of a nurse for a non-emergency purpose that cannot be scheduled in advance. Follow instructions on the pink signs above or near clinic wall phones & dial 6-8128. When the Vocera Genie answers, say “URGENT BROADCAST EMERGECY TEAM”. Repeat this page if the ER Team does not respond within 5 minutes.
    • Emergency Response team nurses on occasion may be paged individually for routine glucometer readings, INR testing, and blood pressure checks.
Phone # Room
RN II (Oral Surgery Nurse) 6-4026 2325
RN II (Infection Control Nurse) 6-6344 4317
RN II (Dental School Nurse) 6-8991 3322
LPN (Dental School Nurse) 6-7496 2206

6.) Reporting General Student and Staff Injuries/Illnesses:

  • Staff and student injuries that occur INSIDE of the SOD building are ALWAYS to be reported to an SOD nurse, who will make sure that the injury is properly documented and reported.
    • Adverse Incident report must be completed and submitted to the SOD Nurse. 
    • All Faculty and Staff will be supplied with the state/corporation Workers Compensation, Witness statements and Supervisors reports to be completed and submitted to the appropriate HR contact. The Faculty/Staff member and supervisory has 24 hours to complete these forms and submit to HR for appropriate OSHA reporting regardless of if medical treatment is sought or not.
  • Staff and student injuries and/or illnesses that occur OUTSIDE of the SOD building are to be reported to an SOD nurse if…
    • they will or may have an effect on the staff or students' ability to perform their required duties, and/or if the illness may affect the staff or students' ability to perform their required duties (for example flu, “pink eye” or other potentially infectious illness)
  • Staff and student illnesses that occur INSIDE of the building are to be reported to an SOD nurse if a nurse is needed to supply emergency medication or assistance, or if the ill individual is unable to continue working due to the severity of the illness

7.) Exposure Reporting and Management; Baltimore Campus:

  • If an exposure has or may have occurred…
  1. STOP and IMMEDIATELY remove item responsible for exposure to prevent a DOUBLE exposure
  2. Note if item is visibly bloody, or if saliva or OPIM involved in a splash to the face, eyes, nose, or mouth, contained blood, and if possible, note how much blood and the duration of contact.
  3. Remove PPE and set aside gloves for checking later if a glove breach is not obvious (SOD nurse can help with this)
    • Glove checks are performed while wearing PPE.
    • The glove is filled with water past the point of suspected puncture, as much air as possible is removed and the glove is twisted closed at the wrist end and held shut as pressure is applied while looking for a leak (if a leak IS NOT visible, AN EXPOSURE DID NOT OCCUR; sometimes marks do appear on the hand, but a glove remains intact)
  4. Do not force wounds to bleed; wash all wounds, and or exposed areas of the skin (cutaneous exposure) with soap and water, and flush exposed mucous membranes (mucocutaneous exposure) with cool water. DO NOT dismiss source patient/stop patient from leaving (if possible), if discharge has occurred
  5. Prepare to report the incident, make note of patient medical history/risk factors and have patient ID #
  6. Report incident to your attending faculty (student/resident), or department supervisor (staff)
    • Attending faculty will act as a liaison between the patient and student (especially if an SOD nurse is not present)
  7. Report exposure to an SOD nurse; the most efficient way to do so is to use the emergency pager system. To place and emergency page: 
    • Using an SOD phone, dial 6-8128. When the Vocera Genie answers, say “URGENT BROADCAST EMERGENCY TEAM”. Repeat this page if the ER Team has not responded within 5 minutes.
    • Nurse(s) will respond to your area within a few minutes. Retrieve a Student and Resident Injury packet from the large envelope of the same name from one of the SOD nurses’ office doors (rooms 2206, 2325, 3322 or 4317). Packets inside contain the instructions and paperwork you will need and the instructions for contacting someone to assist you with post exposure risk management.
      • Students, staff,  and residents not affiliated with UMMC hospital, unable to contact an SOD nurse: 
        • After obtaining a student injury packet from the envelope on the closest SOD nurse’s door, phone the University of Maryland Immediate Care, Bloodborne Pathogen Exposure Hotline (BBPE Hotline) at 667-214-1886. DO NOT go to the ER without a referral from BBPE staff.
        • If you know the instrument causing the exposure on the patient after you receive a scratch or a skin puncture, quickly review the remaining instructions below (8. Required Injury Reporting Forms), then proceed to section VIII. Patient Injury, Sudden Illnesses, or if Patient Swallows Something, in this document, and follow the instructions under the heading below that titled: For double exposures, when a nurse is not present
      • Residents affiliated with UMMC unable to contact an SOD nurse
        • After retrieving a student/resident injury packet from the envelope on the closest SOD nurse’s door, phone the UMMC: Needlestick Hotline, dial 8-2337 (410-328-2337) if using a cell phone); follow the voice prompts and enter ID#7845 when told to do so, followed by the phone number you are calling from. 
  8. Required Injury Reporting Forms: Student/Resident, Staff, Employee and Volunteer forms will be provided by a SOD nurse. When a nurse is not available, forms are found in bins on SOD nurses’ office doors (rooms 1326, 2318, 3322 or 4317) and are in individually labeled manila envelopes (Student/Resident, Corporate Employee, State Employee, and Volunteer. Forms inside these packets and instructions on how to handle these forms are also described immediately below:
    1. Students:
      1. University of Maryland Post Occupational Exposure Information Sheet
      2. Adverse Incident Report (included, if necessary for recording important information not already recorded on the University of Maryland Post Occupational exposure information sheet, or if a non-exposure student injury occurs.) NOTE: Never refer to an incident report in the EPR, record incident facts only
    2. Employees (Staff and Faculty) department must fax to corporate or state EHS within 24 hours (copy to SOD nurse), unless done online (only state forms can also be done online (http://www.umaryland.edu/ehs/programs/workers-compensation/). If forms are done online, you will not be able print a copy. You must provide a nurse with the details as soon as possible as the nurse must record the incident in the SOD secure online Adverse incident Database. 
      1. First Report of Injury (needed for medical follow-up)
      2. Accident Witness Statement (indicate if no witness)
      3. Supervisor’s report of Injury
      4. Adverse Incident Report (included, if necessary for recording important information not already recorded on the Workers injury reporting forms)
    3. Volunteers
      1. University of Maryland SOD Post Occupational Exposure Information Sheet
      2. JE Authorization Form (needed to receive treatment at U of MD Immediate Care
      3. Adverse Incident Report

8.) Exposure Reporting and Management or Affiliated Sites:

  • Students at externship/affiliation sites will contact the school of dentistry nurse at 410-706-8128, after reporting the exposure to their site supervisor, and following the post exposure plan of the affiliated site. Each site has an Exposure Control Plan as part of the affiliation agreement.

Quick Reference Guide for Reporting and Submitting an Adverse Incident at the SOD (PDF)

F. HIPAA

Clinical Information Management System User Security Access Policy

Subject: III. Clinical – F. HIPAA

Effective Date:  09/01/2017

Reviewed and/or Revised:  09/01/2017, 02/28/2025, 07/31/2025

Click the following links to access the User Access Control Procedure (PDF) and the User Access Review Procedure (PDF).

I. Policy Statement

It shall be the policy of the University of Maryland, School of Dentistry that all users of the axiUm application, which houses all of our Patient’s and Faculty’s sensitive information, is regarded as confidential, is secure. Patient care information is the property of the patient with the University of Maryland, School of Dentistry being the gatekeeper of that information and the owner of the medium of storage, our axiUm application. University of Maryland, School of Dentistry shall maintain management processes to ensure that access to axiUm is restricted to authorized users with minimal access rights necessary to perform their role and responsibilities. Account provisioning and monitoring shall be reviewed annually.

II. Policy Purpose

The purpose of this policy is to protect patients from inappropriate dissemination of identifiable information. This policy applies to all clinical staff, employees, vendors, volunteers, students and others who are members of the University of Maryland, School of Dentistry sites and Health Centers, and refers to all information resources, whether verbal, printed, or electronic, and whether individually controlled, shared, stand alone or networked. This policy also provides guidelines on employee access to patient data to ensure confidentiality and integrity of patient information.

Confidentiality of Patient Information Policy

Subject: III. Clinical – F. HIPAA

Effective Date:;  09/01/2017

Reviewed and/or Revised:;  09/01/2017, 02/28/2024, 07/31/2025

I. Policy Statement

It shall be the policy of the University of Maryland, School of Dentistry that all information regarding care of the individual patient be maintained as confidential information. Patient care information is the property of the patient; University of Maryland, School of Dentistry is the steward or caretaker of that information and the owner of the medium of storage.

II. Policy Purpose

The purpose of this policy is to protect the patient, the clinical team, and the University of Maryland, School of Dentistry from inappropriate dissemination of information regarding care of individual and collective patients. This policy applies to all clinical staff, employees, vendors, volunteers, students and others who are members of the University of Maryland, School of Dentistry sites and Health Centers, and refers to all information resources, whether verbal, printed, or electronic, and whether individually controlled, shared, stand alone or networked. Proper handling of external requests for patient information is addressed in the Privacy Policy. This policy also provides guidelines and examples on employee access to patient identifiable information to ensure confidentiality and integrity of patient information.

Credit Card Security Policy

Subject: III. Clinical – F. HIPAA

Reviewed and/or Revised: 09/01/2017, 02/28/2024, 07/31/2025

Introduction and Scope

Introduction

This document explains School of Dentistry, University of Maryland’s credit card security requirements as required by the Payment Card Industry Data Security Standard (PCI DSS) Program. School of Dentistry, University of Maryland management is committed to these security policies to protect information utilized by School of Dentistry, University of Maryland in attaining its business goals. All employees are required to adhere to the policies described within this document.

Scope of Compliance

The PCI requirements apply to all systems that store, process, or transmit cardholder data. Currently, School of Dentistry, University of Maryland’s cardholder environment consists only of imprint machines or standalone dial-out terminals. The environment does not include storage of cardholder data on any computer system.

Due to the limited nature of the in-scope environment, this document is intended to meet the PCI requirements as defined in Self-Assessment Questionnaire (SAQ) B, ver. 2.0, October, 2010. Should School of Dentistry, University of Maryland implement additional acceptance channels, begin storing, processing, or transmitting cardholder data in electronic format, or otherwise become ineligible to validate compliance under SAQ B, it will be the responsibility of School of Dentistry, University of Maryland to determine the appropriate compliance criteria and implement additional policies and controls as needed.

Requirement 3: Protect Stored Cardholder Data

Prohibited Data

Processes must be in place to securely delete sensitive authentication data post-authorization so that the data is unrecoverable. (PCI Requirement 3.2)

Payment systems must adhere to the following requirements regarding non-storage of sensitive authentication data after authorization (even if encrypted):

The full contents of any track data from the magnetic stripe (located on the back of a card, equivalent data contained on a chip, or elsewhere) are not stored under any circumstance. (PCI Requirement 3.2.1)

The card verification code or value (three-digit or four-digit number printed on the front or back of a payment card) is not stored under any circumstance. (PCI Requirement 3.2.2)

The personal identification number (PIN) or the encrypted PIN block are not stored under any circumstance. (PCI Requirement 3.2.3)

Displaying PAN

School of Dentistry, University of Maryland will mask the display of PANs (primary account numbers), and limit viewing of PANs to only those employees and other parties with a legitimate need. A properly masked number will show only the first six and the last four digits of the PAN. (PCI requirement 3.3)

Requirement 4: Encrypt Transmission of Cardholder Data Across Open, Public Networks

Transmission of Cardholder Data

Sending unencrypted PANs by end-user messaging technologies is prohibited. Examples of end-user technologies include email, instant messaging and chat. (PCI requirement 4.2)

Requirement 7: Restrict Access to Cardholder Data by Business Need to Know

Limit Access to Cardholder Data

Access to School of Dentistry, University of Maryland’s cardholder system components and data is limited to only those individuals whose jobs require such access. (PCI Requirement 7.1)

Access limitations must include the following:

Access rights for privileged user IDs must be restricted to the least privileges necessary to perform job responsibilities. (PCI Requirement 7.1.1)

Privileges must be assigned to individuals based on job classification and function (also called “role-based access control). (PCI Requirement 7.1.2)

Requirement 9: Restrict Physical Access to Cardholder Data

Physically Secure all Media Containing Cardholder Data

Hard copy materials containing confidential or sensitive information (e.g., paper receipts, paper reports, faxes, etc.) are subject to the following storage guidelines:

All media must be physically secured. (PCI requirement 9.6)

Strict control must be maintained over the internal or external distribution of any kind of media containing cardholder data. These controls shall include:

Media must be classified so the sensitivity of the data can be determined. (PCI Requirement 9.7.1)

Media must be sent by a secure carrier or other delivery method that can be accurately tracked. (PCI Requirement 9.7.2)

Logs must be maintained to track all media that is moved from a secured area, and management approval must be obtained prior to moving the media. (PCI Requirement 9.8)

Strict control must be maintained over the storage and accessibility of media containing cardholder data. (PCI Requirement 9.9)

Destruction of Data

All media containing cardholder data must be destroyed when no longer needed for business or legal reasons. (PCI requirement 9.10)

Hardcopy media must be destroyed by shredding, incineration or pulping so that cardholder data cannot be reconstructed. Container storing information waiting to be destroyed must be secured to prevent access to the contents. (PCI requirement 9.10.1)

Requirement 12: Maintain a Policy that Addresses Information Security for Employees and Contractors

Security Policy

School of Dentistry, University of Maryland shall establish, publish, maintain, and disseminate a security policy that addresses how the company will protect cardholder data. (PCI Requirement 12.1)

This policy must be reviewed at least annually, and must be updated as needed to reflect changes to business objectives or the risk environment. (PCI requirement 12.1.3)

Critical Technologies

School of Dentistry, University of Maryland shall establish usage policies for critical technologies (for example, remote-access technologies, wireless technologies, removable electronic media, laptops, tablets, personal data/digital assistants (PDAs), email, and internet usage. (PCI requirement 12.3)

These policies must include the following:

Explicit approval by authorized parties to use the technologies (PCI Requirement 12.3.1)

A list of all such devices and personnel with access (PCI Requirement 12.3.3)

Acceptable uses of the technologies (PCI Requirement 12.3.5)

Security Responsibilities

School of Dentistry, University of Maryland’s policies and procedures must clearly define information security responsibilities for all personnel. (PCI Requirement 12.4)

Incident Response Policy

The IT Security Officer shall establish, document, and distribute security incident response and escalation procedures to ensure timely and effective handling of all situations. (PCI requirement 12.5.3)

Incident Identification

Employees must be aware of their responsibilities in detecting security incidents to facilitate the incident response plan and procedures. All employees have the responsibility to assist in the incident response procedures within their particular areas of responsibility. Some examples of security incidents that an employee might recognize in their day to day activities include, but are not limited to,

  • Theft, damage, or unauthorized access (e.g., papers missing from their desk, broken locks, missing log files, alert from a security guard, video evidence of a break-in or unscheduled/unauthorized physical entry)
  • Fraud – Inaccurate information within databases, logs, files or paper records

Reporting an Incident

The IT Security Officer should be notified immediately of any suspected or real security incidents involving cardholder data:

Contact the IT Security Officer to report any suspected or actual incidents. The Internal Audit’s phone number should be well known to all employees and should page someone during non-business hours.

No one should communicate with anyone outside of their supervisor(s) or the IT Security Officer about any details or generalities surrounding any suspected or actual incident. All communications with law enforcement or the public will be coordinated by the IT Security Officer .

Document any information you know while waiting for the IT Security Officer to respond to the incident. If known, this must include date, time, and the nature of the incident. Any information you can provide will aid in responding in an appropriate manner.

Incident Response

Responses can include or proceed through the following stages: identification, severity classification, containment, eradication, recovery and root cause analysis resulting in improvement of security controls.

Contain, Eradicate, Recover and perform Root Cause Analysis

  1. Notify applicable card associations.

    Visa

    Provide the compromised Visa accounts to Visa Fraud Control Group within ten (10) business days. For assistance, contact 1-(650)-432-2978. Account numbers must be securely sent to Visa as instructed by the Visa Fraud Control Group. It is critical that all potentially compromised accounts are provided. Visa will distribute the compromised Visa account numbers to issuers and ensure the confidentiality of entity and non-public information. See Visa’s “What to do if compromised” documentation for additional activities that must be performed. That documentation can be found at 

    MasterCard

    Contact your merchant bank for specific details on what to do following a compromise. Details on the merchant bank (aka. the acquirer) can be found in the Merchant Manual. Your merchant bank will assist when you call MasterCard at 1-(636)-722-4100.

    Discover Card

    Contact your relationship manager or call the support line at 1-(800)-347-3083 for further guidance.

  2. Alert all necessary parties. Be sure to notify:
    1. Merchant bank
    2. Local FBI Office
    3. U.S. Secret Service (if Visa payment data is compromised)
    4. Local authorities (if appropriate)
  3. Perform an analysis of legal requirements for reporting compromises in every state where clients were affected. The following source of information must be used: 
  4. Collect and protect information associated with the intrusion. In the event that forensic investigation is required the IT Security Officer will work with legal and management to identify appropriate forensic specialists.
  5. Eliminate the intruder's means of access and any related vulnerabilities.
  6. Research potential risks related to or damage caused by intrusion method used.

Root Cause Analysis and Lessons Learned

Not more than one week following the incident, members of the IT Security Officer and all affected parties will meet to review the results of any investigation to determine the root cause of the compromise and evaluate the effectiveness of the Incident Response Plan. Review other security controls to determine their appropriateness for the current risks. Any identified areas in which the plan, policy or security control can be made more effective or efficient, must be updated accordingly.

Security Awareness

School of Dentistry, University of Maryland shall establish and maintain a formal security awareness program to make all personnel aware of the importance of cardholder data security. (PCI Requirement 12.6)

Service Providers

School of Dentistry, University of Maryland shall implement and maintain policies and procedures to manage service providers. (PCI requirement 12.8)

This process must include the following:

  • Maintain a list of service providers (PCI requirement 12.8.1)
  • Maintain a written agreement that includes an acknowledgement that the service providers are responsible for the security of the cardholder data the service providers possess (PCI requirement 12.8.2)
  • Implement a process to perform proper due diligence prior to engaging a service provider (PCI requirement 12.8.3)
  • Monitor service providers’ PCI DSS compliance status (PCI requirement 12.8.4)

Health Record Amendment Correction Policy

Subject: III. Clinical – F. HIPAA

Effective Date: March 2016

Reviewed and/or Revised: 09/01/2017, 02/28/2024, 07/31/2025

I. Policy Statement

It shall be the policy of the University of Maryland, School of Dentistry to capture, share, secure, maintain, and enhance health information assets in all mediums through appropriate information management policies. Our system shall meet applicable Federal, State, and regulatory requirements in support of the University of Maryland, School of Dentistry’s mission, vision, and values. Furthermore, it shall be the policy of University of Maryland, School of Dentistry to support and adhere to the rights and responsibilities of patients as specified in the State of Maryland Public Health and Mental Health Codes. It is the responsibility of the University of Maryland, School of Dentistry to ensure that these principles and policies are upheld. Patients have the right to request that information contained in their patient record be updated. If information in the custody of University of Maryland, School of Dentistry is requested to be updated it will be done through a formal process which provides documentation to support the inclusion or denial of these requests.

II. Policy Purpose

The purpose of this policy is to inform University of Maryland, School of Dentistry personnel of the procedures that must be followed when a patient requests that their Health Record be amended or corrected.

III. Standards

  1. Patients have the right to request an amendment of their health information.
    1. Patients must complete the "Amendment Correction of Health Record Request" form. 
    2. Requests should be sent to the:

      Associate Dean of Clinical Affairs,
      Room 5209,
      650 West Baltimore Street,
      Baltimore, MD 21201

    3. A response is required within 60 days from the date the request was received. A one-time extension of 30 days may be granted under extenuating circumstances. The patient should be notified via the "30-Day Extension to Respond to Amendment/Correction Request" form. 
  2. If the responsible faculty determines that the amendment is appropriate and the current information is incomplete or inaccurate without the patient’s requested amendment, the amendment should be made in the patient’s record.
    1. The "Acceptance of Amendment/Correction Request" form should be sent to the patient. 
    2. Standard medical record procedures should be followed when making an amendment to a patient’s record.
    3. Any future disclosures of the amended PHI must include the amended information or a link to the amended information.
  3. The responsible faculty may deny a patient’s request to amend his/her health information.
    1. Clinic Administration staff should send the "Denial of Amendment/Correction Request" form to the patient, indicating the grounds for the denial.. 
    2. The patient may submit a statement of disagreement, limited to two pages. 
    3. The responsible faculty, in conjunction with Clinic Administration staff, may prepare a rebuttal statement, if necessary to clarify School of Dentistry’s position. A copy of the rebuttal must be provided to the patient. 
    4. The following documents must be included in any future disclosures of the patient’s information: 
      1. Patient’s written amendment request; 
      2. School of Dentistry’s Notice of Denial; 
      3. Patient’s statement of disagreement (if any) and rebuttal statement (if any)

Information Management Policy

Subject: III. Clinical – F. HIPAA

Effective Date: March 2016

Reviewed and/or Revised: 09/01/2017, 2/13/2026

I. Policy Statement

It shall be the policy of the University of Maryland, School of Dentistry to capture, share, secure, maintain, and enhance the value of University of Maryland, School of Dentistry health information assets in all mediums through appropriate information management policies and actions that meet applicable Federal, State, regulatory, or contractual requirements and support the University of Maryland, School of Dentistry mission, vision, and values. Furthermore, it shall be the policy of University of Maryland, School of Dentistry to support and adhere to the rights and responsibilities of patients as specified in the State of Maryland Public Health and Mental Health Codes.

II. Policy Purpose

The purpose of this policy is to identify and disseminate the University of Maryland, School of Dentistry’s framework and principles for information management that guide our institutional actions and operations in protecting, generating, and sharing individually identifiable health information in support of the University of Maryland, School of Dentistry’s mission, vision, and values.

Click the following link to access the full Information Management Policy (PDF).

Information Management Policy – Sharing Data with External Entities

Subject: III. Clinical – F. HIPAA

Effective Date: March 2016

Reviewed and/or Revised: 09/01/2017, 02/28/2024, 07/31/2025

I. Policy Statement

It shall be the policy of the University of Maryland, School of Dentistry to capture, share, secure, maintain, and enhance the value of University of Maryland, School of Dentistry health information assets in all mediums through appropriate information management policies and actions that meet applicable Federal, State, regulatory, or contractual requirements and support the University of Maryland, School of Dentistry mission, vision, and values. Furthermore, it shall be the policy of University of Maryland, School of Dentistry to support and adhere to the rights and responsibilities of patients as specified in the State of Maryland Public Health and Mental Health Codes. It is the responsibility of the University of Maryland, School of Dentistry to ensure that these principles and policies are upheld even when individually identifiable health information in the custody of University of Maryland, School of Dentistry needs to be shared with other entities. Sharing of data shall be done by requiring potential data sharing partners to execute a Business Associate agreement which obliges them to handle the data in a manner consistent with Federal and State laws.

II. Policy Purpose

The purpose of this policy is to inform University of Maryland, School of Dentistry personnel of the procedures that must be followed if individually identifiable health information is to be shared with an external entity.

III. Standards

  1. External data users must not be permitted to access University of Maryland, School of Dentistry data assets unless the external users have completed a Business Associate Agreement with University of Maryland, School of Dentistry.
  2. There may be cases in which a state, federal, or regulatory agency requires that access be granted to it under law or regulation. In such cases, to the extent possible, a Business Associate Agreement meeting the criteria above shall be negotiated between University of Maryland, School of Dentistry and the agency before access is granted to the University of Maryland, School of Dentistry data assets.

G. Infection Control

General Patient Care Protocol

General Patient Care Protocol
Subject: III. Clinical – G. Infection Control
Effective Date: July 20, 2021
Reviewed or Revised Date: 08/17/2021, 02/25/2022, 02/28/2025, 07/31/2025

UMSOD adheres to OSHA and CDC Guidelines: CDC Guidance for Dental Settings
OSHA Guidance on Preparing Workplaces for COVID-19

Hand Hygiene

Ensure HCP practice strict adherence to CDC Hand Hygiene in Healthcare Settings, including:

  • Before and after all patient contact, contact with potentially infectious material, and before putting on and after removing personal protective equipment (PPE), including gloves. Hand hygiene after removing PPE is particularly important to remove any pathogens that might have been transferred to bare hands during the removal process.
  • Use Alcohol-Based Hand Sanitizer (ABHS) with 60-95% alcohol or wash hands with soap and water for at least 20 seconds. If hands are visibly soiled, use soap and water before returning to ABHS.

Facility Considerations

  • Take steps to ensure patients and staff adhere to respiratory hygiene and cough etiquette, as well as hand hygiene, and all patients follow triage procedures throughout the duration of the visit.
  • Post visual alerts (e.g., signs, posters) at the entrance and in strategic places (e.g., waiting areas, elevators, break rooms) to provide instructions (in appropriate languages) about hand hygiene and respiratory hygiene and cough etiquette. Instructions should include wearing a cloth face covering or facemask for source control, and how and when to perform hand hygiene.
  • Provide supplies for respiratory hygiene and cough etiquette, including alcohol-based hand rub (ABHR) with 60– 95% alcohol, tissues, and no-touch receptacles for disposal, at healthcare facility entrances, waiting rooms, and patient check-ins.
  • Install physical barriers (e.g., glass or plastic windows) at reception areas to limit close contact between triage personnel and potentially infectious patients.
  • Place chairs in the waiting room at least three feet apart.
  • Remove toys, magazines, and other frequently touched objects that cannot be regularly cleaned or disinfected from waiting areas.
  • Minimize the number of persons waiting in the waiting room.
  • Patients may opt to wait in a personal vehicle or outside the dental facility where they can be contacted by mobile phone when it is their turn for dental care.
  • Minimize overlapping dental appointments.
  • Ideally, dental treatment should be provided in individual patient rooms whenever possible.
  • For dental facilities with open floor plans, to prevent the spread of pathogens there should be:
    • At least 3 feet of space between patient chairs.
  • Patient volume - Ensure to account for the time required to clean and disinfect operatories between patients when calculating your daily patient volume.

Universal Source Control - When required by the Maryland Department of Health

As part of source control efforts, Healthcare Providers (HCP) should wear a facemask at all times while they are in the dental setting.

  • HCP whose job duties do not require PPE (such as clerical personnel) will wear regular facemasks for source control while in the dental setting.
  • Other HCP (such as dentists, dental hygienists, dental assistants) will wear regular facemasks for source control when they are not engaged in direct patient care activities and then switch to UMSOD approved respirator when PPE is required.
  • HCP should remove their respirator, perform hand hygiene, and put on their cloth face covering when leaving the facility at the end of their shift.
  • HCP should also be instructed that if they must touch or adjust their mask or cloth face covering, they should perform hand hygiene immediately before and after.

Because facemasks and cloth face coverings can become saturated with respiratory secretions, HCP should take steps to prevent self-contamination:

  • HCP should change facemasks and coverings if they become soiled, damp, or hard to breathe through.
  • Cloth face coverings should be laundered daily and when soiled.
  • HCP should perform hand hygiene immediately before and after any contact with the facemask or cloth face covering.

Using Personal Protective Equipment (PPE)

For all dental procedures, HCP should wear:

  • Gown
  • Head Cover – highly recommended
  • N95 Respirator or Equivalent with Surgical Mask Over the Respirator Mask for known or suspected COVID-19 cases
  • KN95 for all other patients
  • Full-Face Shield
  • Gloves

Sequence for HCP includes:

Before entering a patient room or care area:

  1. Perform hand hygiene.
  2. Put on head cover
  3. Put on a clean gown or protective clothing that covers personal clothing and skin (e.g., forearms) likely to be soiled with blood, saliva, or other potentially infectious materials.
    • Gowns, protective clothing, and head cover should be changed:
      • If they become soiled
      • Between patients if exposed to aerosol
  4. Put on N95 respirator or equivalent.
    • Mask ties should be secured on the crown of the head (top tie) and the base of the neck (bottom tie). If mask has loops, hook them appropriately around your ears.
    • Respirator straps should be placed on the crown of the head (top strap) and the base of the neck (bottom strap). Perform a user seal check each time you put on the respirator.
    • A surgical mask should be worn over the N95 mask
  5. Put on eye protection.
    • Personal eyeglasses and contact lenses are NOT considered adequate eye protection. 
    • Put on face shield (full-face shield is also required for all procedures
  6. Perform hand hygiene.
  7. Put on clean non-sterile gloves.
    • Gloves should be changed if they become torn or heavily contaminated.
  8. Enter the patient room. After completion of dental care:

After completion of dental care:

  1. Exit the patient room or care area.
  2. Remove gloves and discard in medical waste.
  3. Remove face shield carefully by grabbing the back and pulling upwards and away from head. Do not touch the front of face shield.
  4. Remove gown and discard in a dedicated container for waste or linen.
    • If they become soiled
    • Between patients if exposed to aerosol
  5. Perform hand hygiene.
  6. Remove eye protection (loupes) carefully by grabbing the back and pulling upwards and away from head. Do not touch the front of any eye protection.
  7. Remove respirator.
    • Do not touch the front of the respirator.
    • Surgical mask: Carefully untie the mask (or unhook from the ears) and pull it away from the face without touching the front.
    • Respirator: Remove the bottom strap by touching only the strap and bring it carefully over the head. Grasp the top strap and bring it carefully over the head, and then pull the respirator away from the face without touching the front of the respirator.
  8. Remove head cover and discard in a dedicated container for waste or linen.
    • If they become soiled
    • Between patients if exposed to aerosol
  9. Perform hand hygiene.
  10. Put on clean non-sterile gloves to disinfect reusable face shield and loupes according to manufacturer’s instructions prior to reuse.
  11. Remove gloves and discard in medical waste.
  12. Perform hand hygiene.

Pre-Appointment Screening

  • Contact all patients prior to dental treatment.
    • Telephone screen all patients for symptoms consistent with COVID-19. If the patient reports symptoms of COVID-19, avoid non-emergent dental care and use the Phone Advice Line Tool for Possible COVID-19 patients. If possible, delay dental care until the patient has recovered.
    • Telephone triage all patients in need of dental care. Assess the patient’s dental condition and determine whether the patient needs to be seen in the dental setting. Use tele dentistry options as alternatives to in-office care when possible.
    • Inform patient of the limit of visitors accompanying the patient to the dental appointment to only those people who are necessary.
    • Advise patients that they, and anyone accompanying them to the appointment, will be requested to wear a cloth face covering or facemask when entering the facility and will undergo screening for fever and symptoms consistent with COVID-19.

Arrival at School

  • Patients should not attempt entry into the school until 15 minutes before appointed time
  • Entry – first floor entrance; need physical distancing in the line
  • Screening at School Entrance - Systematically assess all patients and visitors upon arrival. Step by step procedure, see COVID Screening - Triage Procedure 
    • Ensure that the patient and visitors have donned their own cloth face covering. Provide a facemask if supplies are adequate.
    • Screening questions; temperature taken; mask required; UMSOD will provide mask as needed; hand gel available.
      • Pass – patient permitted to enter school and proceed to proper clinic
      • Fail – patient referred to personal physician for evaluation; medical clearance will be required for future appointments
    • Ask about the presence of fever or other symptoms consistent with COVID-19
    • *For the general population, fever is measured as a temperature ≥100.4˚F. Fever may be subjective or confirmed. If the patient has a fever strongly associated with a dental diagnosis (e.g., pulpal and periapical dental pain and intraoral swelling is present), but no other symptoms consistent with COVID-19 are present, care can be provided with appropriate protocols.
    • Escorts – must wear mask
      • One escort is permitted if patient has need
        • Language interpreter at the front desk for financial and appointment related communication
          • Language line interpreter service should be utilized in the treatment areas
        • Guardian or parent (one parent only)
    • Children are not permitted to accompany patients past the front door entrance; patient will need to re-schedule appointments if they have children.
    • Spouse / partner – may accompany to clinic wait room; may not go into treatment area.
    • Vulnerable adults who have a medical aid or power of attorney

Reception Area

  • Rearrange seating to ensure 3-foot social distancing. For seats that cannot be split up, block off neatly ensuring 3-foot social distancing.
  • Remove all magazines, books, etc.
  • Patients and escorts must wear masks.
  • Hand sanitizer is available.
  • Arm rests and tables wiped down every morning and periodically during the workday.
  • Goal is to be timely with appointments to minimize presence in reception areas.

Patient Check-in at Reception

  • Physical distancing in effect – need to mark floor
  • Students / residents should be ready to receive patient as soon as they arrive.
  • Patients can sit in reception room chairs – avoid chairs that are marked off.
  • Restrooms – patient restrooms with physical distancing marked; recommend that patient use facilities if they need as they will not be able to leave treatment area.

Operatory Protocol

  • Ensure that environmental cleaning and disinfection procedures are followed consistently and correctly after each patient. Clean and disinfect the room and equipment according to the Guidelines for Infection Control in Dental Health-Care Settings – 2003.
  • Limit clinical care to one patient at a time whenever possible.
  • Set up operatories so that only the clean or sterile supplies and instruments needed for the dental procedure are readily accessible. All other supplies and instruments should be in covered storage, such as drawers and cabinets, and away from potential contamination. Any supplies and equipment that are exposed but not used during the procedure should be considered contaminated and should be disposed of or reprocessed properly after completion of the procedure.
  • Avoid aerosol-generating procedures whenever possible. Avoid the use of dental handpieces and the air/water syringe.
  • If aerosol-generating procedures are necessary for dental care, use four-handed dentistry, high evacuation suction and dental dams to minimize droplet spatter and aerosols. The number of Healthcare Providers (HCP) present during the procedure should be limited to only those essential for patient care and procedure support.
  • If possible, all aerosolizing procedures should be performed with the Ajax Extraoral Evacuation Device.
  • Preprocedural mouth rinses (PPMR) - All patients will rinse with 20 ml of Listerine for 30 seconds prior to every dental appointment.
  • Clean and disinfect room surfaces.
    • ALL clinical contact surfaces will be disinfected with EPA approved surface disinfectant.

Treatment Areas

  • Patients should continue to wear masks until instructed to remove mask
  • Patients may not leave treatment area once procedure begins
  • Student or Resident provider should remain in treatment bay until procedure is completed
  • Employ runners to bring additional supplies – students not involved in active treatment can perform that function

Additional Precautions or Strategies for Treating Patients with Suspected or Confirmed COVID-19

  • If a patient arrives at your facility and is suspected or confirmed to have COVID-19, defer dental treatment and take the following actions:
  • If the patient is not already wearing a cloth face covering give the patient a facemask to cover his or her nose and mouth.
  • If the patient is not acutely sick, send the patient home, and instruct the patient to call their primary physician.
  • Provide patient with handout INFORMATION FOR INDIVIDUALS DENIED ACCESS TO SCHOOL OF DENTISTRY DUE TO COVID SCREENING.
  • Patient will have to provide written medical clearance from their physician that their patient is clear of the virus before the patient can be treated in any clinic in the school.
  • If the patient is acutely sick (for example, has trouble breathing), refer the patient to a medical facility, or call 911 as needed and inform them that the patient may have COVID-19.

Guidance for Risk Assessment and Work Restrictions for Healthcare Personnel (HCP) with Potential Exposure to COVID-19.

CDC Guidance for Risk Assessment and Work Restrictions for Healthcare Personnel with Potential Exposure to COVID-19.

  • “Prolonged” is defined as a time period of 15 or more minutes.
  • Any duration of exposure should be considered prolonged if the exposure occurred during performance of an aerosol-generating procedure.
  • The time period that should be used for contact tracing after exposure to asymptomatic individuals who test positive for SARS-CoV-2 is 2 days. Recent data suggest that asymptomatic persons may have a lower viral burden at diagnosis than symptomatic persons.
  • Work Restrictions
    • Exclude from work for 14 days after last exposure and/or what the current CDC guidelines instruct.
    • Advise HCP to monitor themselves for fever or symptoms consistent with COVID-19.
    • Any HCP who develop fever or symptoms consistent with COVID-19 should immediately contact their established point of contact (e.g., direct supervisor) and arrange for medical evaluation and testing.

Monitor and Manage Health Care Personnel

  • As part of routine practice, HCP should be asked to regularly monitor themselves for fever and symptoms consistent with COVID-19.
    • HCP should be reminded to stay home when they are ill.
    • If HCP develop fever (T≥100.0˚F) or symptoms consistent with COVID-19 while at work, they should keep their cloth face covering or facemask on, inform their supervisor, and leave the workplace.
  • Screen all HCP at the beginning of their shift for fever and symptoms consistent with COVID-19.
    • Actively measure their temperature and document absence of symptoms consistent with COVID-19.
    • Clinical judgement should be used to guide testing of individuals in such situations.
    • Medical evaluation may be warranted for lower temperatures (<100.4˚F) or other symptoms based on assessment by occupational health personnel. Additional information about clinical presentation of patients with COVID-19 is available.
  • If HCP experience a potential work exposure to COVID-19, follow CDC’s Healthcare Personnel with Potential Exposure Guidance.
    • If HCP suspect they have COVID-19:
    • Notify direct supervisor and DO NOT come to work.
    • If HCP are ill at work, have them keep their cloth face covering or facemask on and leave the workplace.
    • Notify their primary healthcare provider to determine whether medical evaluation is necessary.
    • HCP with suspected COVID-19 should be prioritized for diagnostic testing.
    • Information about when HCP with suspected or confirmed COVID-19 may return to work is available in the Interim Guidance on Criteria for Return to Work for Healthcare Personnel with Confirmed or Suspected COVID-19.
  • For information on work restrictions for health care personnel with underlying health conditions who may care for COVID-19 patients, see CDC's FAQs.

 

Policy for Providers and Staff with Respiratory Infections: Students/Residents, Faculty, and Staff

Subject: III. Clinical – G. Infection Control

Origination Date: 07/01/2025

Effective Date: 11/03/2025

Reviewed and/or Revised: 2/13/2026

Purpose: N/A

Policy and/or Procedure:

  1. Providers/Staff exposed to COVID-19, Influenza, RSV, pertussis or other respiratory pathogens** are not required to quarantine but should wear a KN95 or N95 mask for 7 days from last day of exposure and should self-monitor for symptoms. 
  2. Providers/Staff with acute respiratory illness will remain out of work until afebrile for at least 24 hours without the use of fever-reducing medication, and at least 24 hours of improvement in respiratory symptoms (if afebrile). Note the following exception to this are:
    1. Providers/Staff who have a respiratory infection and who experience severe or critical illness should remain out of work through day 3 and/or can return to work once fever-free x 24 hours off fever-reducing medications and improvement of symptoms.
    2. Providers/Staff who have a respiratory infection who are moderately to severely immunocompromised (includes conditions such as being on chemotherapy for cancer, untreated HIV infection with CD count of less than 200, combined primary immunodeficiency disorder, or receipt of prednisone 20 mg/day for more than 14 days), are required to follow a test-based strategy. They should be out of work for a minimum of 7 days and prior to returning to work require the following: fever resolution 24 hours prior to return-to-work (without fever-reducing medication), improvement of symptoms and two consecutive negative tests performed at least 24 hours apart. 
  3. Providers/Staff returning to work following an acute respiratory infection are required to wear a KN95 mask for a total of 7 days from symptom onset or positive test. 
  4. If symptoms start while at work, Providers/Staff will stop patient care activity and notify appropriate personnel, leave work, and follow return to work guidance as described in this policy.
  5. Providers/Staff with ongoing symptoms should follow up with their PCP or Urgent Care. Providers/Staff with ongoing symptoms with questions pertaining to return to work guidance should contact Employee Health to determine appropriateness of contact with patients.

* Updated MDH Healthcare Provider Respiratory Illness Return to Work Guidance

** Does not apply to novel influenza A viruses (including H5N1 avian influenza), Middle East Respiratory Syndrome (MERS) 

UMSOD Face Mask Policy

Subject: III. Clinical – G. Infection Control

Effective Date: July 12, 2021

Reviewed or Revised: 08/30/2021, 02/28/2024, 8/15/2025, 09/02/2025, 02/13/2026, 02/18/2026

Policy or Procedure: UMSOD Face Mask Policy

General Clinical Mask and Face shield Requirements:

  1. Required use during patient care and procedures
    1. All dental healthcare professionals (DHCP) must wear a surgical mask that covers both the nose and mouth
      1. Masks must be KN-95, ASTM level 3
    2. All DHCP must wear face shields during procedures that are likely to generate splashes or spattering of blood or other bodily fluids.
  2. Mask and Shield Replacement
    1. The outer surface of a mask and/or may become contaminated by infectious droplets from oral fluids or by contact with contaminated hands 
    2. Masks must be changed:
      1. Between each patient encounter; and/or
      2. If the mask becomes moist or visibly contaminated during treatment 
    3. Face shields must be disinfected or changed between each patient encounter 
  3. Providers/Staff exposed to COVID-19, Influenza, RSV, pertussis or other respiratory pathogens 
    1. are not required to quarantine but should wear a KN95 or N95 mask for 7 days from last day of exposure and should self-monitor for symptoms.  
    2. Must wear an appropriate face-mask the entire time they are in any are of UMSOD 
    3. For additional details, refer to the University of Maryland School of Dentistry - Policy for Providers and Staff with Respiratory Infections: Students/Residents, Faculty, and Staff 

UMSOD GENERAL NON-COMPLIANCE STATEMENT: 

Faculty, staff, and students who are non-compliant will receive warnings, reprimands, or other appropriate disciplinary action. Individuals who do not comply with this policy will be asked to leave the School of Dentistry clinic. Faculty, supervisors, and administrators are responsible for monitoring and encouraging compliance with UMSOD-UMB policies and procedures.

UMSOD Policy and Procedure on Infection Control, Exposure Prevention and Management

Subject: III. Clinical – G. Infection Control

Effective Date: July 2016

Reviewed and/or Revised: 10/7/16, 09/01/2017, 01/18/2024, 8/15/2025, 9/02/2025

Purpose: The purpose of exposure reporting and management is to ensure a prompt response from SOD nurses trained to act in a supportive manner with both the exposed individual and exposure source individual to facilitate post exposure follow-up; if an exposure to bloodborne pathogens is not reported, it cannot be managed appropriately. Reporting and managing bloodborne pathogen exposures is necessary to comply with the OSHA Bloodborne Pathogens standard found in Title 29 of the Code of Federal Regulations at 29 CFR 1910.1030.

A secondary purpose of exposure reporting and management is to identify actual problems or potential risks of occupational exposure, and circumstances that must be eliminated or modified to prevent personal injury resulting in an exposure to pathogens from blood or other potentially infectious materials.

Definitions:

  • Bloodborne: Carried or transmitted by the blood, as in a bloodborne pathogen (BBP).
  • Exposure / Double Exposure / Occupational Exposure / Percutaneous Exposure / Mucocutaneous Exposure: 
    • Exposure: Contact with microorganisms, or pathogens, via blood or other potentially infectious material. 
    • Double Exposure: Occurs when an exposure with a contaminated item occurs to a healthcare worker, and subsequently to the patient as well.
    • Mucocutaneous Exposure: Exposure via a splash to the inside of the eyes, nose or mouth (mucous membranes).
    • Occupational Exposure: Refers to reasonably anticipated contact with blood or other potentially infectious materials by healthcare workers with non-intact skin, especially as a result of a puncture, bite, cut, or abrasion, or a splash into the eyes nose or mouth (mucous membranes), as a result of their job duties.
    • Percutaneous Exposure:  Exposure via a puncture through the skin (also known as parenteral contact or exposure) 
  • Pathogen: An agent that causes disease, especially a living microorganism such as a bacteria, virus or fungus.
  • Source Individual: means any individual, living or dead, whose blood or other potentially infectious materials may be a source of occupational exposure to the employee. 

Policy: UMSOD will educate all staff (employees, dean’s faculty, residents and undergraduate students) with occupational exposure to pathogens, via blood or other infectious materials, regarding the importance of the proper management and prompt reporting of any exposure.

Note: This procedure is posted on each SOD nurse’s door, and on each clinical computer desktop under the Clinical and Academic Support Documents icon. It was created to be a a quick reference document, for the UMSOD, in the event of exposure. Click the following link to access the Exposure Reporting and Management Procedure, Baltimore Campus (PDF)

Infection Control Compliance

To prevent exposures to Bloodborne Pathogens, it is the responsibility of all faculty, clinical staff and students to be compliant with UMB and UMSOD Infection control standards and to report infractions to a G.P. Manager or Program Director. Dental assistants will report incidents of non-compliance directly to the infection control nurse.

Infection Control, Areas of Non-Compliance 

Attending faculty will notify and counsel the student about the infection control violation. Faculty should enter an "F" grade for professionalism and describe the violation in the dialogue box on the grade card. Alternatively, a counseling report could be sent to the student and the G. P. Director or Program Director by the Infection Control Nurse. Violations will be monitored by G. P. Directors and Program Directors and be reported to a dental school nurse so they may be recorded in the dental school infection control compliance database and receive re-education regarding proper procedure. Individuals with multiple violations will be referred to the Associate Dean of Clinical Affairs for counseling and disciplinary action, as necessary. Please refer to the Flowchart of Infection Control Areas of Non-Compliance PDF.

Click on the following link to access the UMB Student Health BBP & Exposure information and resources.

UMB Policy on Prevention and Management of Student and Employee Infection with Bloodborne Pathogens

Subject: III. Clinical – G. Infection Control

Effective Date: 2008

Reviewed and/or Revised: 10/7/16, 09/01/2017, 2/28/2024, 2/28/2025, 8/13/2025

Policy and/or Procedure:

This Policy sets forth the principles and general practices of UMB with respect to prevention and management of infection with bloodborne pathogens. All related policies, guidelines and practices of UMB's schools and other units are expected to be consistent with this Policy. This Policy shall be communicated to the UMB community and to prospective students and employees. Notice of this Policy and the opportunity to review it upon request shall be afforded to current and potential clients and patients through appropriate means.

As an employer, UMB must comply with the laws and regulations relating to bloodborne pathogens which have been enacted or issued by the United States Government and by the State of Maryland. Other UMB policies specifically address compliance with those regulations. This Policy shall be interpreted to be consistent with State and Federal law and regulations in all respects. This Policy also shall be interpreted and applied consistent with the applicable Maryland and federal laws of professional licensure, informed consent, and confidentiality of student and other personally identifiable records. The President of UMB may waive or modify this Policy as required to attain compliance with such other laws and regulations.

Definitions:

In this Policy, the following terms have the meanings set forth in this paragraph:

 

  1. Bloodborne Pathogens: Hepatitis B virus, human immunodeficiency virus, and hepatitis C virus. In the future, the President of UMB may identify additional pathogens as Bloodborne Pathogens if such pathogens are identified by the Occupational Safety and Health Administration, the Centers for Disease Control, or a relevant State or federal law or regulation as requiring control or prevention measures similar to those required for HIV, HBV or HCV under the OSHA Standard.
  2. Confirmed Source Individual: A Source Individual known, as a result of pre-exposure or post-exposure testing, to be infected with a Bloodborne Pathogen.
  3. Exposure Incident: A specific eye, mouth, other mucous membrane, non-intact skin, or parenteral contact with blood or other potentially infectious materials that results from the performance of the duties or assignments of any UMB Personnel.
  4. HBV: hepatitis B virus.
  5. HCV: hepatitis C virus.
  6. HIV: human immunodeficiency virus.
  7. Occupational Exposure: Reasonably anticipated skin, eye, mucous membrane, or parenteral contact with blood or other potentially infectious materials that may result from the performance of UMB Personnel's duties or assignments, including assigned work, volunteer tasks, academic programs, and practicum experiences. Occupational Exposure may occur in many contexts, including but not limited to, patient care, client services, research activities, classroom work, housekeeping, maintenance and security services.
  8. OSHA Standard: The Bloodborne Pathogens Standard issued by the Occupational Safety and Health Administration, United States Department of Labor, as amended from time to time and published as 29 CFR 1910.1030.
  9. School: Any of the following schools which comprise UMB's educational units: School of Medicine, School of Nursing, School of Social Work, School of Law, Dental School, School of Pharmacy, University of Maryland Graduate School - Baltimore.
  10. Source Individual: Any individual, living or dead, whose blood or other potentially infectious materials may be a source of Occupational Exposure to UMB personnel. Examples include, but are not limited to, hospital and clinic patients; clients in institutions for the developmentally disabled; trauma victims; clients of drug and alcohol treatment facilities; residents of hospices and nursing homes; human remains; and individuals who donate or sell blood or blood components.
  11. UMB Personnel: (i) all part-time and full-time students of UMB, as well as any special students who are not registered; (ii) all employees of UMB, including full-time, part-time, temporary, contractual, and visiting personnel in any employment category; and (iii) all volunteers participating in UMB activities.
  12. Unit: Any administrative, service, or research unit of UMB which does not report, directly of indirectly, to the Dean of a School.
  13. Universal Precautions: An approach to infection control according to which all human blood and certain human body fluids are treated as if known to be infectious for Bloodborne Pathogens. More specifically, Universal Precautions means the universal precautions recommended by the Center for Communicable Diseases, U.S. Public Health Service.
  14. Any term used in this Policy which is defined in paragraph (b) of the OSHA Standard shall have the meaning set forth in the OSHA Standard unless a different meaning is set forth in this part of this Policy.

Non-Discrimination

All Schools and Units of UMB shall make their facilities and services for health care and client services available to patients and clients without regard to their status as Source Individuals or Confirmed Source Individuals. However, as medically appropriate, some Source Individuals and Confirmed Source Individuals may be referred to treatment in special settings or denied access to some programs in order to safeguard their welfare, the health of other patients or clients, and the safety of UMB Personnel. All UMB Personnel who provide health care, counseling or other client services are required to provide services to all eligible patients and clients.

All program brochures, catalogues, and other materials for clients, patients, students and employees shall provide notice of the policy of non-discrimination and the expectation that UMB Personnel will provide service to all patients and clients.

Universal Standard Precautions

Each School and Unit is responsible to identify its UMB Personnel who have Occupational Exposure and are at risk of an Exposure Incident; to ensure that these UMB Personnel receive training in Universal Precautions; and to require the use of Universal Precautions by these UMB Personnel. Failure to use Universal Precautions as required is grounds for dismissal or discipline.

Education and Communication on Bloodborne Pathogens

Each UMB School and Unit shall communicate with its UMB Personnel concerning known biohazards and shall educate its UMB Personnel on aspects of HIV infection, Acquired Immune Deficiency Syndrome, and HBV and HCV infection appropriate to expected educational and job-related behaviors. The requirements of paragraph (g) of the OSHA Standard shall be followed for employees and, to the fullest extent practical and appropriate, shall be followed for other UMB Personnel.

Admissions and Hiring Practices

Inquiries about infection with HBV, HCV or HIV will not be made of prospective UMB Personnel. Neither admission nor employment will be denied for any otherwise qualified individual on the basis of infection with Bloodborne Pathogens. However, limitations on the training and professional activities which may result from infection with Bloodborne Pathogens will be communicated to prospective students and employees. (See next section.)

Advice on Risks and Limitations

Each School and Unit in which UMB Personnel have Occupational Exposure will provide advice to those UMB Personnel having Occupational Exposure concerning risk of infection with Bloodborne Pathogens and, for health care students and employees, possible relationships between infection and career opportunities for health care workers. Such advice will also be provided to applicants for the benefit of applicants who know themselves to be infected with Bloodborne Pathogens. This will include information on possible limitations resulting from infection with Bloodborne Pathogens as a health care worker in the specific profession or pursuit to which the application is being directed.

Advice will include notice that modifications of activities may be necessary for infected individuals engaged in patient care activities at UMB or at affiliated training or employment sites. Although UMB has no policies limiting the health care activities of individuals infected with Bloodborne Pathogens who have no physical or mental impairment as a result of their infection, some affiliated health care sites have imposed restrictions, and it is possible that State licensing bodies will limit health care activities of infected individuals

Applicants who are infected with Bloodborne Pathogens are not required to identify themselves to UMB. Advice to applicants will be provided in a general form available to all applicants.

If infection with a specific Bloodborne Pathogen (e.g., HBV) could prevent a person from completing the curriculum or subsequently practicing the intended profession as a result of scientifically established contagion risk, this information will be included in the general information which the school distributes to applicants.

Testing

Testing for infection with Bloodborne Pathogens is not required for employment or admission or as a condition of continued enrollment or employment. Absence of infection with Bloodborne Pathogens is not utilized as a criterion in selecting successful applicants for academic enrollment or employment.

Voluntary testing is strongly encouraged for prospective students or employees who will have Occupational Exposure. These persons are well advised to be aware of their status with respect to Bloodborne Pathogens infection and should be advised that free testing is available through local government health testing facilities. Knowledge of status is valuable baseline information for evaluating outcomes of Exposure Incidents.

UMB Personnel who are or will be engaged in invasive procedures in the course of caring for patients have Occupational Exposure and should be aware of their status with respect to infection with Bloodborne Pathogens. Such personnel are encouraged to maintain awareness through periodic voluntary testing.

Voluntary testing will be available to UMB Personnel on request through Student and Employee Health. Any costs incurred must be covered by health insurance or by the tested individual. Free testing is available through other local health testing facilities.

Student and Employee Health will not inform School or Unit administrators of positive HIV, HBV or HCV tests of UMB Personnel unless the tested individuals provide written consent.

Immunization Against HBV

Students enrolling in academic programs that will involve participating in invasive or exposure-prone procedures must be vaccinated against HBV at their own expense unless an individual School has elected to provide vaccination at no cost to its students. Students may be vaccinated at Student and Employee Health. Those who were immunized prior to enrollment must provide evidence of immunization to the enrolling School. Immunization can be waived only for documented medical contraindications. Each School, in consultation with Student and Employee Health, will establish the schedule for students to obtain vaccination or present evidence of immunization.

As required by the OSHA Standard, UMB shall make available the HBV vaccine and vaccination series to all UMB employees who have Occupational Exposure or have had an Exposure Incident. The vaccination shall be offered at no cost to employees. Employees who decline the vaccination must sign a Hepatitis B Vaccine Declination Statement.

Any UMB Personnel who are neither students nor employees, and who have Occupational Exposure, shall be offered the HBV vaccine and vaccination at their own expense. Alternatively, the School or Unit in which such personnel work may support the cost of vaccination, at the discretion of the responsible administrator.

Voluntary Disclosures; Confidentiality

Persons who are not engaged or to be engaged in invasive patient care activities are not required or encouraged to disclose infection with a Bloodborne Pathogen. Prospective or current students, employees, or other UMB Personnel who are infected with a Bloodborne Pathogen, and whose work or academic program does or will include invasive procedures, are strongly encouraged but not required to disclose infection to the appropriate School- or Unit- specific Bloodborne Pathogens Review Panel described under section 12 below. Any person's disclosure of infection will be maintained in confidence by the individual affiliated with UMB to whom the disclosure was made unless other persons must be informed in order to implement this Policy.

A statement encouraging disclosures by persons who may or will be involved in invasive procedures may be included in School and Unit bulletins that advertise or describe academic programs to prospective and current students. Information regarding Review Panels and disclosures may be provided at enrollment, or soon thereafter, and at employee orientations. By one of these means it is expected that all students, employees, and other UMB Personnel currently or prospectively involved in invasive procedures will be informed by their School or Unit that:

  1. Voluntary disclosure is encouraged;
  2. The health status of a person who discloses infection will be held in confidence by UMB, and only persons who have a need to know the status in order to implement this Policy will be made aware of the status;
  3. Voluntary and timely disclosure permits the School or Unit to assist in developing appropriate accommodations of maximum benefit to the disclosing individual; and
  4. Disclosure itself cannot be the basis for academic dismissal or termination of employment, which would only follow careful consideration of a person's situation as discussed in this Policy.

Ombudsman

Each School and Unit will appoint a standing ombudsman or advocate to whom any applicant, student or employee can go in confidence for advice on policies and procedures related to infection with Bloodborne Pathogens and on the implications of testing and disclosure for enrollment or employment status.

Review Panels

UMB Personnel infected with a Bloodborne Pathogen who will be engaged in invasive procedures as a part of employment, educational program, or volunteer activities, are encouraged to disclose their status to their School or Unit Review Panel rather than to an administrative or academic official of the School or Unit. Each School or Unit will have a Bloodborne Pathogen Review Panel whose core membership will be determined under procedures developed by that School or Unit. Core membership should include: an individual knowledgeable about modes and risks of transmission of infection by Bloodborne Pathogens; a person expert in the practice of the professional discipline or work activities of the School or Unit; and a representative of the School's or Unit's infection-control group (where such a group exists). This membership may be drawn from individuals appointed or employed in other Schools or Units as well as from the School or Unit of the infected person.

To facilitate availability of qualified individuals for Review Panels, especially the panels of Schools or Units that may have an insufficient number of persons with the necessary experience or knowledge to serve on Review Panels, each School and Unit will compile a list of qualified individuals in its employ who would be available for service on its own Review Panel and other UMB Review Panels.

For each case pending before a Review Panel, the panel may seek information and recommendations from the infected person's personal physician (if available and authorized by the person to participate); a discipline-specific consultant if the infected individual is engaged in specialized work; and other consultants as needed to provide informed evaluation and recommendations.

The Bloodborne Pathogen Review Panel, after confidential review and deliberation, will recommend one or more of the following:

  1. No restriction of activities;
  2. Appropriate accommodation through changing the conditions of academic program or employment;
  3. Restrictions of permitted activities;
  4. Discontinuance of enrollment or employment. Recommendation (d) will be made only if the infected individual is physically or mentally incapable of performing required work related or academic activities or, although capable, poses a medically determined risk of transmission to patients, and there are no reasonable means by which accommodation and changes of activities could be devised which would allow continued employment or enrollment and completion of the academic program or employment responsibilities.

Review Panels will function under the general principle that not all health care workers infected with HIV, HBV or HCV need be prohibited from engaging in all invasive procedures; rather, each case will be individually considered, taking account of the skills and possible impairment of the individual.

For a student, the Review Panel's recommendations will be transmitted confidentially to the Dean of the student's School, who will develop a plan of action in consultation with the Review Panel, UMB legal counsel and the UMB President. The Dean may consult other University administrators, School faculty, licensing bodies, and medical consultants before reaching a decision concerning the Review Panel's recommendations or other actions. With respect to all consultations, the Dean shall preserve the confidentiality of the student. In determining whether to permit a student to continue in an educational program, the Dean will take into account the policies of affiliated teaching sites where the student would be assigned to complete educational requirements. The Dean's decision, i.e., the final plan, will be transmitted confidentially to the student and, with anonymity preserved, to the President and University legal counsel.

For an employee or other member of UMB Personnel, the Review Panel's recommendation will be transmitted to the concerned Dean or Unit head. The Dean or Unit head may consult with intermediate supervisors, University legal counsel, other University administrators, licensing bodies, and medical consultants before reaching a decision concerning the Review Panel's recommendation or other action. With respect to all consultations, the Dean or Unit head shall preserve the confidentiality of the individual under consideration. In determining whether to permit an individual to continue in employment or volunteer activities, the Dean or Unit Head will take into account the policies of affiliated sites where the individual would be assigned. The Dean or Unit head's decision will be transmitted confidentially to the infected individual and, with anonymity preserved, to the President and University legal counsel.

Accommodations

When necessary and reasonable, appropriate accommodations, including modifications of activities, curriculum, and job responsibilities, may be made for infected students or employees who otherwise would be engaged in invasive procedures or exposed to medically unacceptable risks of opportunistic infection. Inquiries with respect to competencies of prior performances by such individuals may be made by a Review Panel, a Dean, or a Unit head as an aid to designing appropriate accommodations.
Curriculum modifications will be subject to decisions of each School's advancement or curriculum committee (as determined by the School) and the School's Dean.

Monitoring

If any restriction of activity is imposed as a result of considering recommendations from a Bloodborne Pathogen Review Panel, the Dean or Unit head imposing the restriction will assign (an) individual(s) to monitor compliance with the restrictions. The individual(s) ordinarily will be selected from among those who have significant responsibility for supervision of the person whose activities are restricted. Assignment of monitoring responsibilities will be in accordance with a plan that is to be included in recommendations from the Review Panel.
Non-compliance with any approved restrictions or with a monitoring plan shall be reported to the Dean or Unit head, who, using the Review Panel as an advisory body, will decide whether further restrictions, modifications of activities, or discipline are warranted. The affected individual will be given full information about alleged violations of restrictions and the opportunity to present arguments to the Dean or Unit head before a decision is imposed. Due to confidentiality concerns, violations of monitoring requirements will not be referred for action under regular misconduct or disciplinary policies of the Schools or the UMB campus unless the infected individual requests such action.

Affiliated Institutions

Many UMB Personnel perform health care services in affiliated institutions having their own infection control policies and, in some cases, their own policies concerning the scope of activities allowed for health care workers infected with Bloodborne Pathogens. Most of the affiliated institutions require that UMB Personnel assigned to them be subject to the institutions' infection control and Bloodborne Pathogens policies. UMB Personnel assigned temporarily or permanently to affiliated institutions are expected to know and follow the policies of those institutions concerning disclosure of health care workers' infections to the institution. If an affiliated institution places restrictions on the activities of UMB Personnel infected with a Bloodborne Pathogen, and those restrictions if any, exceed those of UMB, imposed by an individual's Dean or Unit head, the School or Unit will attempt to reassign the individual to a site where he or she can carry out activities permitted by UMB.

Look-Back Studies

The utility of look-back studies after potential exposure of patients to HIV-infected health care workers is not supported by the evidence from previous studies. Therefore, UMB will not conduct such look-back studies except in extraordinary cases as determined by the President of the campus. With respect to other Bloodborne Pathogens, look-back studies may have medical value and will be given consideration.

Notification to Patients and Clients

UMB patients and clients who have been served by an individual among the UMB Personnel who is known, or becomes known, to be infected by a Bloodborne Pathogen, may be informed of the individual's infectious status if there was an Exposure Incident involving the blood or other body fluids of the individual. In such cases, testing and pre-test and post-test counseling will be made available without cost to the patient or client. Under other circumstances, patients ordinarily would not be contacted.

Management of Exposure Incidents

  1. Management of Exposure Incidents of UMB Personnel will comply with the OSHA Standard. Exposure Incidents involving students during experiences that are required or are otherwise part of their UMB educational program will be managed under the OSHA Standard notwithstanding that the Standard applies only to employees. Occupational Exposure plans shall be developed by schools and publicized among students. These plans shall provide information about the steps to be followed in the event of an Exposure Incident.
  2. Following a suspected or known Exposure Incident, the affected UMB Personnel should report the incident to the appropriate School or Unit authority identified in the Occupational Exposure plan. Testing of UMB Personnel following a reported Exposure Incident will be available through Student and Employee Health. Testing is the option of the exposed individual and will be performed only after obtaining written informed consent. It is recommended that a blood sample for testing be drawn immediately after an Exposure Incident, even if a decision to consent to testing of the sample has not been made. Pre-test and post-test counseling will be provided.
  3. Costs of testing, counseling and treatment for students, other than AZT prophylaxis or other anti-viral medications, are covered under the Student Health fee. Testing, counseling and treatment, other than AZT prophylaxis or other anti-viral medications, will be provided at no cost to UMB employees. Costs for other UMB Personnel are the responsibility of the individuals being tested unless a School or Unit agrees to assume such costs.
  4. Counseling will include a review of the advantages and disadvantages of AZT prophylaxis or administration of other currently appropriate anti-viral preventive medication, which generally can be offered by (but usually is not paid for by) UMB. It will be available at the individual's cost if it is desired. The individual's School or Unit will be responsible for any uninsured cost of AZT or other recommended medication administered to UMB Personnel upon medical recommendation immediately following a massive exposure to blood of a Source Individual or Confirmed Source Individual during a work or education activity.
  5. If UMB students choose to be tested and receive care off campus, UMB will not be responsible for costs, even in instances of massive exposure.
  6. Exposure Incidents of UMB personnel while at affiliated sites optimally should be handled by an appropriate exposure control plan and procedures in place at that site; however, if appropriate procedures are not available, Student and Employee Health will provide testing, counseling and treatment services as specified above.
  7. If an Exposure Incident involves a patient in a Maryland hospital which is an affiliated site, the exposed UMB Personnel can request that the Source Individual be tested (with consent) for Bloodborne Pathogens. In order for the Source Individual to be tested, the exposed UMB Personnel must agree to be tested for Bloodborne Pathogens. If hospital infection control staff do not offer assistance in securing patient testing, the exposed UMB Personnel should notify Student and Employee Health and seek assistance.
  8. If an Exposure Incident involves as the Source Individual a patient or client who is not in a Maryland hospital, Student and Employee Health will assist in seeking consent of the Source Individual for testing.
  9. To the extent permitted by law, UMB will provide to exposed UMB Personnel, and will ask its affiliates to provide to exposed UMB Personnel, information about the infectious status of Confirmed Source Individuals involved in Exposure Incidents with UMB Personnel.

Respective Roles of Schools and Units and the Office of Environmental Health and Safety (EHS) in UMB Policies for Bloodborne Pathogens

In general, it will be the responsibility of Schools and Units of UMB to implement and monitor compliance with the OSHA Standard, this Policy, and other UMB, School and Unit policies (as applicable in specific cases) related to Bloodborne Pathogens. Each School or Unit required to do so by the nature of its activities will develop an exposure control plan. The plan should be developed in consultation with, and subject to approval by, the UMB Biosafety Committee. A single, campus-wide exposure control plan applicable in its entirety to all Schools and Units is not feasible.

Each School or Unit will be responsible for identifying its personnel having Occupational Exposure (such identification to be made on the basis of job responsibilities, not job title), communicating that determination to EHS for approval, and maintaining a list of such positions.

Each School or Unit should develop for its internal purposes a list of procedures within its educational or patient service purview that it considers to be invasive procedures as discussed above in this Policy.

Schools and Units will arrange with EHS appropriate training programs as required by the OSHA Standards. Such training may be accomplished either by course(s) developed and given by EHS, or by courses developed and given by the School or Unit after review and approval of course content and format by EHS. Development and conduct of training by Schools or Units, rather than by EHS, is preferred.

EHS will keep Schools and Units informed of changes in law and regulations pertinent to infection with or exposure to Bloodborne Pathogens.

Disability Insurance

UMB will review markets and opportunities for disability insurance at reasonable cost that insures UMB Personnel against loss of income due to disability resulting from infection by Bloodborne Pathogens. UMB will request that the State Department of Personnel likewise attempt to secure such coverage to protect UMB Personnel who are State of Maryland employees. However, UMB may not be able to make available policies that provide such coverage. UMB recommends that each student or employee who is not covered by appropriate disability insurance through the State of Maryland or University of Maryland System benefit system, or through an insurance plan through the individual's School or Unit, consider obtaining individual insurance.

H. Patient Administration

Admissions/Screening Policy

Subject: Clinical III. – H. Patient Administration

Department: Oncology and Diagnostic Sciences

Effective Date: 5/6/16

Reviewed and/or Revised: 09/01/2017, 02/28/2025, 07/31/2025

Additional Resource: Screening Flow Chart (PDF)

Policy and/or Procedure:

  1. The dental student will begin working up the screening patient during their block assignment. Patient will be assigned to a primary student provider preferably, the student who is performed the screening, as well as a secondary student provider for co-therapy if indicated. The dental student will complete and have a faculty approve the medical history form in EPR. All pertinent findings will be explained and detailed in the EPR.
  2. If indicated by the medical history, a medical consult form will be completed and approved by faculty in the EPR. This form will be printed and given to the patient to be completed by his/her physician, or the form can be emailed or faxed to the physician.
  3. The dental student will perform a thorough extra and intra oral examination on the patient and findings will be recorded and approved by a faculty in EPR. All lesions must be described using the drop down in the EPR. Findings can also be described on the diagram in EPR as well as an intraoral photo.
  4. Any patient with a lesion that warrants evaluation and/or follow up must be informed and referred to the oral medicine clinic. Appointments in the oral medicine clinic can be scheduled by calling 410-706-7956 or by emailing oralmedicine@umaryland.edu.
  5. Any patient that has an urgent need (pain, swelling, infection) must be referred as soon as possible for treatment. This may include a referral to oral surgery or endodontics. The appropriate referral to specialty clinic form must be completed and authorized in EPR.
  6. All appropriate radiographs must be planned in Axium by a faculty to be exposed by the student in Infinitt on each patient. All radiographs must be diagnostic and approved by a faculty member. If faculty deems it necessary, a Panorex would be exposed in addition to the CRS. There are instances where a Panorex and bitewings may be the standard of care.
  7. If the patient has had radiographs available from an outside office, the student should instruct the office to send the radiographs to oralrad@umaryland.edu. They will then be uploaded to Infinitt by the radiology staff. These radiographs need to be evaluated for diagnostic quality and any supplemental films need to be exposed at that point. See radiology section.
  8. The student will enter and have a faculty approve the appropriate screening and treatment planning macrocodes. 
  9. The patient assignment form will be completed and approved by a faculty member. This form will indicate if the patient should be assigned to a third year dental student, fourth year dental student, AGD resident, SCG clinic or post-graduate resident. The reason for referral to another clinic must be indicated on the patient assignment form. The patient care coordinator assigns the patient to the appropriate provider.
  10. If a student wants to screen their own patient, the patient can be registered and appointed in the predoctoral clinic.
  11. If a student does not report to block, he or she must make up two sessions for each one missed. A missed block will also result in a U grade in professionalism, which will have a negative impact on their Comprehensive Care and Patient Management course grade. If a student is not needed in the screening clinic, he/she must report to urgent care and/or oral surgery.

Each student must report to clinic on time. Tardiness is not accepted. If a student is late, they will receive an N grade in professionalism. If they are more than 15 minutes late, it constitutes a missed session and will result in a U grade for professionalism.

After Hours Access to Clinical Spaces Policy

Subject: III – Clinical – H. Patient Administration

Department: Clinical Affairs

Origination Date: December 1, 2023

Effective Date: December 1, 2023 

Review and/or Revise Date: 02/28/2024, 7/31/2025

Policy and/or Procedure:

To ensure building safety and minimize risk all dental chairs/units, unless specifically designated for emergency use, will be automatically turned off every evening 1.5 hours past the end of normal clinic hours, on weekends and during holiday breaks. All dental chairs/units will be turned on 1 hour before the start of normal clinic hours. 

Consequently, except for chairs specifically designated for emergency use, no students or residents should be in the clinical spaces during off hours. Students should only use clinical operatories that they have been designated for their program.
Please note, this does not apply to student/resident labs spaces. 

Clinics are only OPEN during the following hours:

General Practice Clinics, SC & G, and First Floor OMFS

  • Monday & Friday: 8am – 6pm
  • Tuesday & Thursday: 8am – 8pm
  • Wednesday: 6am – 6pm   

AEGD

  • Monday through Friday: 6:30am – 8pm

ASE Programs and PLUS Clinic

  • Monday through Thursday: 6:30am – 8pm
  • Friday: 6:30am – 6pm

Clinical operatories MAY NOT BE USED outside of these normal business hours.

    Appointment Recall Process (Pre-Doctoral Clinic) Policy

    Subject: III. Clinical – H. Patient Administration #2

    Effective Date: July 2016

    Reviewed and/or Revised: 12/05/2016, 09/01/2017, 12/08/2025, 2/18/2026

    Purpose: To ensure that the patient’s oral health is properly maintained through appropriate recall intervals. Recall intervals are determined at the treatment planning appointments and/or the evaluation of initial periodontal therapy by the GP Director, Assistant GP Director, or Periodontal faculty.

    Policy and/or Procedure

    Recall appointments are set in Axium according to their predetermined interval (3, 4, 6 months or 12-month denture recall). Students are expected to adhere to prescribed recall intervals when possible. Reports can be queried to ensure that the indicated recall interval is being met. Some patients may require a customized recall strategy to ensure optimal oral health is maintained.

    Clinical courses including Comprehensive Care and Patient Management and Periodontics have certain requirements regarding recall status. Periodic chart audits are performed by the Patient Care Coordinators to ensure that the patients are appointed appropriately for treatment. GP Directors and Assistant GP Directors periodically review patient lists with students to ensure compliance with our recall policy. 

    Auditing Patient Records Policy and Procedure

    Subject: III. Clinical – H. Patient Administration

    Origination Date: 01/01/2010

    Reviewed and/or Revised: 09/01/2016, 09/01/2017, 02/28/2024, 07/31/2025

    Purpose:

    To provide data as a basis for recommending approaches to problems and improving the overall operations of University of Maryland School of Dentistry (UMSOD).

    Policy and/or Procedure

    UMSOD will conduct objective and systematic audits using explicit criteria to assure that accepted business processes are followed, that the patient receives appropriate care, and the results of such audits shall guide actions to improve business practices, improve patient care, address organizational concerns, and correct other deficiencies.

    Director of Medical Credentialing runs monthly audit reports via the computer patient records system for unapproved or unsigned items such as consents, treatment plans and general policy and informed consent policy. Results of these audits are reported monthly to the Quality Assurance Committee.

    Booking an Appointment Pre-doctoral Dental and Dental Hygiene Students Procedure

    Subject: III. Clinical – H. Patient Administration

    Department: Periodontics/Dental Hygiene Division

    Effective Date: August 7, 2013

    Reviewed and/or Revised: 09/01/2017, 2/20/2024, 8/13/2025

    Purpose: To assist students regarding scheduling an appointment in Axium

    Policy and/or Procedure:

    Booking Appointments:

    1. You will be able to see both floors on the chair view. 

      Image of Axium Scheduler in Chair View

      You will only be able to see one floor at a time from your “chair” view.  In the bottom row of chairs, you will see each GP labeled and your chair reserves within that GP. In the top row, you will see the various treatment disciplines noted, and the faculty coverage listed on the bottom. 

      View of top row of Axium Scheduler
    2. Once you have a chair reserved to book the appointment, it will be noted in the appropriate color in the bottom row within your GP.  You must click and drag the appointment and drop in the appropriate place in the top row to reserve your spot.
    3. The chair you selected will be your chair to work in.  There will be no more daily seating assignments; they will not be noted on the chair view.
    4. Once the treatment discipline has been filled, you cannot book another chair.  Therefore, if there is a blank box in the top row, that chair should remain empty.
    5. It is very important to use the “reason” section of the appointment request to write specifically what you are doing for that appointment. Do not write “operative”. Write “#2 DO” or “#12 post and core”. It is also important to enter in the “appt status” on your request so show if it is a GD, Perio, or Prosth appointments.  This is much easier for faculty to check at a glance.  Faculty coverage will be determined on a daily basis depending on specific procedures.
    6. You will notice that each floor is symmetrical.
      • TP/GD chairs are on floor 3 which are GP’s 1&2 you can book any of the chairs in the top left section for Treatment planning and General Dentistry. GP3&4 you can book any of the chairs in the top right section for Treatment planning and General Dentistry.
      • TP/GD chairs are on floor 2 are GP’s 5&6 you can book any of the chairs in the bottom left section for Treatment planning and General Dentistry. GP7&8 you can book any of the chairs in the bottom right section for Treatment planning and General Dentistry.
      • Perio chairs are on each floor which is GP 2 on the 3rd floor and GP6 on the second floor.  You cannot switch floors unless it is 48 hours prior to the date of the appointment. 
      • Prosth chairs are on both floor which is usually GP3 on the 3rd floor and GP7 on the second floor.  Those chair are request by the students using the “Make appt request” form.  Prosth chairs are label for D3 and D4 students. Any “GD” chairs noted that are not within  a specific GP and are sometimes bonus chairs are based on first come first serve chairs. These chairs are not available each session so please look carefully.
    7. TP chairs should be reserved for TPU’s and TXP’s.  GD chairs should be used for operative, perio, prosth that you would do with GD and TPW’s 
    8. There are also some chairs listed for GDFX and GDREMO, follow the guidelines to use those chairs.
    9. If there is an opening on the opposite side of the floor for TP/GD, you may use the 48-hour rule to schedule after obtaining permission from the appropriate director.  Example: If you are GP1 or GP2, and you are seeing and opening in GP3&4 and it is within 48 hours, you may book that chair with permission.  You can never switch floors.

    Chart Documentation for Insurance Submission Procedure

    Subject: III. Clinical – H. Patient Administration

    Origination Date:

    Effective Date:

    Reviewed and/or Revised: 09/01/2017, 2/24/2024, 8/13/2025

    Purpose

    To ensure that much of the required information that has not been provided by the requestor of the pre-authorization is received. Also because many charts are kept out for extended periods of time and thus copies of charting can not be made, progress notes etc., that may be required as part of the claims submission are also received.

    Policy and/or Procedure

    1. All missing teeth numbers
    2. Dates of extractions (does not have to be the month, day, but definitely has to be a year, or the insurance company will continue to ask for it and we will never get it processed until we give them a year) of any extractions not done here.
    3. Actual teeth numbers for Osseous surgery, gingival flaps, alveoplastys, bone grafts. Insurance will not accept LL, LR, UR or UL anymore for these procedures, they keep coming back and asking for actual teeth numbers.
    4. Is it first time for crowns, implants, bridges etc.?
    5. If not, what is the original date of placement for those procedures?
    6. Why are they being replaced if not first time?
    7. IF there is a crown being done and there is no endo on the tooth, insurance requires a narrative as to why a crown is being done without endo (if there is endo, this is not a problem)
    8. Are there pre-operative x-rays in Romexis? (most of the time, a pan or CRS is the best, but sometimes they do want pre-op periapicals of the tooth) We will print them, but we just need to make sure the provider knows this is needed so he/she can take one if needed.
    9. For veneers - a short narrative as to why they are being done and, they ask for pre-op x-rays for that too.
    10. The pre-authorization has to be swiped into Axium.

    Also, they will not accept a pre-authorization that has alternate treatment plans (such as implants/denture) to see which one pays more. You can only request one tx plan at a time. So, if you got a denial for implants, then we can submit one for dentures, but never both together (if they encompass the same teeth, that is.)

    Clinic Fee Courtesies for Employees and Their Families

    Subject: Class III – Clinical – H. Patient Administration

    Policy Owner: Executive Director of Clinic Administration

    Effective Date: July 1, 2023

    Reviewed and/or Revised: 07/01/2023, 2/24/2024, 8/13/2025, 12/01/2026, 3/06/2026

    Purpose

    The purpose of this policy is to allow special financial arrangements for employees and their families.

    Policy Statement

    School of Dentistry / UMFDSP Employee Fee Courtesy

    • For dental care regardless of type of employee.
      • This courtesy cannot be applied to procedures when insurance is used to pay for the procedure.
      • 20% fee reduction as a courtesy for all School of Dentistry / UMFDSP staff and their immediate family to include only their spouse and children.
      • The maximum annual accumulated courtesies are $2,000 per employee.

    Clinic Fee Courtesies for Students, Residents and Their Families

    Subject: Class III – Clinical – H. Patient Administration

    Policy Owner: Director of Finance

    Effective Date: July 1, 2023

    Reviewed and/or Revised: 07/01/2023, 2/24/2024, 8/13/2025, 12/01/2025, 3/06/2026

    Purpose

    The purpose of this policy is to allow special financial arrangements for students, residents, and their families.

    Policy Statement

    “Immediate Family” is defined as spouses, children, siblings, and parents. 

    “Children” means a natural child, adopted child, stepchild or legal guardianship or custody of. 

    The student needs to sign an attestation for each family member. This signed document will be added to the patient chart in Axium. A current attestation on file is the prerequisite for application of the family code to be used on the account. The attestation will include language in reference to consequence of falsifying the information, the signer will be subject to disciplinary action, and be responsible for the full charges, if information is found to be false. The School of Dentistry reserves the right to deny treatment or require full charges for those treatments. 

    Student Fee Courtesy

    • Educational fee courtesy for students treating students and their immediate family members. 
      • Only allowed for patients who are DDS or DH students and their immediate family  
      • Care must be provided by pre-doctoral DDS or DH students in the pre-doctoral clinic. 
      • Patient will receive an 80% reduction of clinic fees exclusive of direct costs such as lab fees or clinic materials (e.g. bone graft, etc.). 
      • Patient will be responsible for paying direct costs (e.g. lab fees or graft material). 
      • Implants are not included in this program.

    Resident Fee Courtesy

    • Educational fee courtesy for residents treating their immediate family members. 
      • Residents should meet with the program business manager about possible patient care fee reduction for treating their immediate family. The program director must approve the courtesy based upon the program’s ability to cover the expense.

    Educational fee courtesy for students and residents receiving treatment in postgraduate residency programs 

    • Only allowed for current DDS or DH students and residents. 
    • Treatment of DDS or DH students and residents will not supplant treatment of regular patients. 
    • Care must be provided by residents in the postgraduate program. 
    • DDS or DH students and residents will receive a 50% reduction of clinic fees exclusive of direct costs such as lab fees or clinic materials (e.g. bone graft, etc.). 
    • DDS or DH students and residents will be responsible for paying direct costs (e.g. lab fees or graft material).  
      Implants are not included in this program.

    Clinical Financial Management Policy - Predoctoral Clinics and AGD/ASE Clinics

    Subject: III. Clinical – H. Patient Administration

    Effective Date: July 20 2009

    Reviewed and/or Revised: 09/01/2017, 2/24/2024. 8/13/2025

    Policy Statement for Predoctoral Clinics

    All treatment must be paid in full at each treatment appointment unless a Patient Financial Agreement (contract) or other arrangements have been approved. If dental insurance, third-party coverage, or other prepaid financing covers the patient, pre-authorization approval must be obtained before treatment is initiated. A General Practice Director or Business Manager must approve exceptions to this policy. Typically, forty percent of the estimated total case fee must be collected at the time the Agreement is signed. Each student is responsible for overseeing patient compliance with the Agreement. The G.P. Director will be notified of each account that had a balance more than 60 days in arrears. Elective treatment may be discontinued, at the direction of the G.P. Director, for patients whose balance is unpaid or overdue for 60 days or more. Year IV students may not place active patients on a financial contract after February 1, in the year in which graduation is expected, unless approved in writing by a G.P. Director.

    Dental and dental hygiene students, their spouses and children are eligible for special fee reductions in the predoctoral program. Graduate students and Dental School employees may also qualify for fee reductions. Please refer to the policy below:

    Policy Statement for Advanced General Dentistry and Post-Graduate Clinics

    All treatment must be paid in full at each treatment appointment unless a Patient Financial Agreement (contract) or other arrangements have been approved. If dental insurance, third-party coverage, or other prepaid financing covers the patient, pre-authorization approval must be obtained before treatment is initiated. A Director or Business Manager must approve exceptions to this policy. Typically, thirty (30) percent of the estimated total case fee must be collected at the time the Agreement is signed and the balance to be paid over the estimated length of treatment. Each student is responsible for overseeing patient compliance with the Agreement. The Director will be notified of each account that had a balance more than 60 days in arrears. Elective treatment may be discontinued, at the direction of the Director, for patients whose balance is unpaid or overdue for 60 days or more.

    Dental and dental hygiene students, their spouses and children are eligible for special fee reductions in the predoctoral program. Graduate students and Dental School employees may also qualify for fee reductions. Please refer to the policy below:

    Clinic Missteps and Sanctions Policy

    Subject: Class III – Clinical – H. Patient Administration

    Department: Pre-Doctoral Clinics 

    Effective Date: 8/28/13

    Reviewed and/or Revised: 05/31/2016, 09/01/2017, 12/08/2025

    For additional information, refer to the Student Responsibility Statement in section 1. Academic, A. Student Affairs.

    Clinic Missteps and Sanctions

    Clinic Missteps Expected Sanctions
    Deliberate failure to follow faculty/auxiliary staff instruction in clinic: 1st instance – warning

    **2nd instance
     – Failing grade in Professionalism; failure for procedure; Academic Counseling Form
    Running over >20 minutes beyond scheduled clinic time: if a Time Mgt/Preparedness Issue: 1st instance – warning

    **2nd instance – 
    Failing grade in Professionalism; failure for procedure

    **3rd instance – 
    Failing grade in Professionalism; failure for procedure; and Academic Counseling Form
    Starting additional procedures without faculty authorization: 1st instance – warning

    **2nd instance – 
    Failing grade in Professionalism; failure for procedure

    **3rd instance – 
    Failing grade in Professionalism; failure for procedure; and Academic Counseling Form
    Patient dismissed from clinic before procedures and medical history are swiped into Axium without communicating with covering faculty (Swiping in treatment after the patient has left clinic): 1st instance – warning

    **2nd instance –
    -Failing grade in Professionalism

    the procedure(s); Write a one page report on Accounts Receivable (A/R)
    Patient identifiers and/ or prescriptions left in clinic or other public areas of the building: Write a one page report on HIPAA regulations with copies to GP director, and vice-chair of the Department of General Dentistry.
    Failure to review medical history, take blood pressure, know drugs patient is taking, or ensure that medical consult has been returned and scanned into Axium: **1st instance – - Failure in professionalism;

    Additional sanctions are at the discretion of the supervising faculty.
    Failure to know minimum basic information about the procedure to be performed: Student receives a “U” for procedure (sanction applied at the discretion of faculty). Student needs to submit written report detailing the armamentarium and step-by-step technique required for procedure.
    Treating patient without a “start”: **1st instance – -U for professionalism and procedure Academic Counseling Form;
     
    1st instance –
    for rising D3-Warning -at discretion of covering faculty
    Dismissing patient without a “final check”: 1st instance – - warning

    **2nd instance –
    -U for professionalism and procedure; Academic Counseling Form

    **3rd instance –
    - U for professionalism and procedure; Academic Counseling Form; Judicial Board
    Student presents in inappropriate attire; does not follow school dress code: 1st instance – warning

    2nd instance –
    Student is dismissed from clinic
    Failure to present a “Block” assignment. Late arrival or early departure to/from a block: 1st instance – Repeat the Block + one additional Block; Academic Counseling Form;

    2nd instance –
    3-day suspension in addition to repeat block+1.
    Bringing in a patient without an appointment in Axium - attempting to “add-on” w/o prior approval – scheduling pt. in wrong discipline: Failing grade Professionalism/procedure(s), Academic Counseling Form
    Bringing in a patient while scheduled on Block assignment: Repeat Block plus one; Academic Counseling Form; failing grade Professionalism/procedure(s)
    D3s bringing in a patient to clinic during designated class time: Academic Counseling Form; Failing grade in professionalism/procedure(s)
    D3s/ Seniors bringing a patient to clinic when scheduled for senior case or translational conferences: Academic Counseling Form; Failing grade professionalism and procedure(s)
    Performing treatment on a patient with a “frozen” account: At discretion of Assistant Dean of Clinical Affairs – Academic Counseling Form; Failing grade in professionalism/procedure(s)
    Performing treatment without signed consent**: Academic Counseling Form; Failing grade in professionalism/procedure(s) 
    Performing prosthetic procedures without having completed the Pre-prosthetic Audit: No credit for the prosthetic procedure; Failure Professionalism
    Failure to check in or check out the patient at the reception area: Warning, Failure in professionalism, Failure for procedure
    Failure to appoint patients/provide care in a timely manner within 3 weeks after assignment: **Failure in Professionalism; Academic Counseling Form
    Inappropriate attire in the clinic, whether treating a patient or not: Refer to school dress code; Failure in professionalism
    Failure to obtain starting and finishing swipes as well as lab orders from the same faculty member: **Failure in professionalism/procedure
    Seeing a patient in the clinic despite clinic suspension: Additional Clinic Suspension; refer to Dean of Clinical Affairs; Judicial Board
    “Ghost Booking” and/or failure to cancel in Axium any patient who needs to reschedule; Scheduling > the allowed # of appointments for any patient: **Failure in Professionalism; 1 week clinic suspension; Academic Counseling form; Judicial Board Action
    Failure to return materials/equipment to Prep-Dispense at the end of session: Clinic Suspension of 1 – 5 days and academic counseling report at faculty discretion

    *Clinic Suspension: If you are suspended from clinic, you will not be allowed to see or treat your patients of record. You will however be assigned at the discretion of your GP Director and the Assistant Dean of Predoctoral Clinical Education

    1. Be assigned to a Block based on operational need,
    2. Shadow a GP Director or clinic faculty for the day,
    3. Be assigned to assist another pre-doctoral student or AEGD resident in clinic.

    Failure to comply with clinic suspension will result in referral of the matter to the Judicial Board.

    **Affects CCPM grade – Any negative grade in Professionalism will be reflected in the CCPM grade as detailed in syllabus for CCPM.

    ***Signed Informed Consent (in Axium): Consent for treatment must be signed by the patient, in Axium, before any treatment is initiated! This refers to:

    1. All assigned comprehensive care patients
    2. Modification/Addendum to an existing treatment plan
    3. “Limited” or “Urgent Care” treatment plans

    The treatment plan must contain the appropriate codes, descriptions (including materials to be used), and fees for that procedure. Each procedure is to be listed individually on the treatment plan (no bundling of codes). The treatment plan consent form must be signed by the patient, and subsequently the GP Director who evaluated the proposed treatment.

    I have read and understand the above-mentioned clinic policies as relates to unacceptable behavior and expected sanctions:
    ____________________________________________ _________ _________ _____
    Student Name (Print & Signature) Student # Date GP

    Commercial Dental Insurance Policy

    Subject: Class III – Clinical – H. Patient Administration

    Effective Date: July 20 2009

    Reviewed and/or Revised: 09/01/2017, 2/27/2024, 8/13/2025

    Purpose

    To ensure that proper information is collected if the patient indicated that they carry dental insurance.

    Policy Statement

    Patients who indicate upon registration or at any time during the course of treatment that they carry dental insurance must provide a copy of their insurance card and the following information by completing the Insurance Information Form.

    Information needed: name of policy holder, group and policy identification numbers, employer data, insurance company data, dental benefit information, deductible amounts (if known), and effective policy date.

    The registrar reviews the employer data and checks it against our published employer data file. If there is no match, all information is forwarded to the Business Office for inclusion in the Insurance/Employer database.

    The patient must provide the insurance office with a copy of their company's insurance form at the initiation of care and each new calendar year with all pertinent employee and patient information provided. The form must also contain the patient's signature authorizing submission and designation to pay benefits.

    For patients whose treatment plan exceeds $250.00, a preauthorization request must be forwarded to the insurance company for determination of benefits. When presenting the record for preauthorization to the insurance clerk, the following must be present:

    Completed treatment plan (signed by patient and faculty); completed dental charting including pocket depth readings and with all missing teeth crossed out; and appropriate radiographic images. Provider should indicate whether the proposed bridges or prosthetic appliance(s) are initial or replacement devices. If appropriate, indicate the age of existing prosthesis and the reason for replacement.

    Treatment should not commence until a confirming authorization has been received. A duplicate copy of the authorization will be forwarded to the provider of care for information purposes and discussion with the patient of their finical obligation for those services not covered by insurance.

    As treatment is completed, the insurance form will be executed as part of the charge out procedure. Providers are requested to advise the insurance clerk when prosthetic devices have been delivered so he/she may complete the preauthorization form and forward it for payment.

    The business Office will post all insurance payments directly to the patient account.

    Any inquiries received by our office for additional information from the insurance carrier may be forwarded to the provider of service for appropriate response. All requests should be returned to the Business Office within 5 working days.

    Consents Policy and Procedure – Initial Consent (SC & G)

    Subject: Class III – Clinical – H. Patient Administration

    Department: Special Care and Geriatrics Clinic / Department of Periodontology

    Origination Date: 7/31/15

    Effective Date: 7/31/15

    Reviewed and/or Revised: 09/01/2017, 1/26/2024, 8/13/2025

    Purpose: To ensure that prior to providing non-emergency oral health care services to a patient, informed consent is obtained from the patient if the patient is capable of making an informed decision, or a legal guardian or individual authorized to make health care decisions for the patient.

    Definitions:

    Legal Guardian: An individual appointed by the court through a guardianship proceeding to make decisions on behalf of a person who has been certified incapable of making their own informed decisions.

    Patients may be incapable of making their own informed decisions due to intellectual disabilities or for other reasons. Consent from a legal guardian or individual authorized to make health care decisions for the patient is required before such patients may receive care.

    Policy and/or Procedure:

    At the time of scheduling an appointment, all patients will be asked to identify whether they are capable of making their own informed decisions, or whether they have a legal guardian or an individual who is authorized to make health care decisions on their behalf. Documentation of guardianship is required.

    An Informed Consent form(s) signed by the legal guardian or an individual authorized to make health care decisions for the patient must be in the record before the patient can receive any services in the Clinic.

    Consents Policy - Urgent Care and SCG Clinic Inability to Consent

    Subject: Class III – Clinical – H. Patient Administration

    Department: Oral & Maxillofacial Surgery – Urgent Care Clinic and Special Care and Geriatrics Clinic

    Origination Date: 4/24/2025

    Effective Date: 4/24/2025

    Reviewed and/or Revised: 4/24/2025

    Purpose: To ensure that prior to providing emergency oral health care services to a patient, informed consent is obtained from the patient if the patient is capable of making an informed decision, or a legal guardian or individual authorized to make health care decisions for the patient. 

    Definitions:

    Legal Guardian: An individual appointed by the court through a guardianship proceeding to make decisions on behalf of a person who has been certified incapable of making their own informed decisions.

    Patients may be incapable of making their own informed decisions due to intellectual disabilities or for other reasons. Consent from a legal guardian or individual authorized to make health care decisions for the patient is required before such patients may receive care. If this is not possible, then implied consent may be assumed in emergency situations where immediate care is necessary to preserve life or prevent serious harm, in accordance with applicable laws and ethical standards.

    Policy and/or Procedure:

    An Informed Consent form(s) signed by the patient or legal guardian or an individual authorized to make health care decisions for the patient must be in the record before the patient can receive any services in the Clinic.  If this is not possible, the provider of care has to make a reasonable determination if the patient is competent to consent. Non-verbal is not a basis to say that they cannot consent. If the patient is autistic or mute, that alone is not reason enough to say that they cannot consent.  

    During an emergency visit: 

    • Explain the procedure and have the patient sign the consent. 
    • If they are unable to sign the consent and there is no legal guardian or individual authorized to make health care decisions, you would do the following: 
      • Place a progress note to the patient’s file, for example: “Attempts to give the patient informed consent were futile. No legal guardian or individual authorized to make health care decisions is present. In our professional judgment, this was an emergency situation and requires immediate care.”

    Creating a Payment Plan Policy and Procedure

    Subject: Class III – Clinical – H. Patient Administration

    Effective Date: July 21 2009

    Reviewed and/or Revised: 09/01/2017, 1/26/2024, 8/13/2025

    Policy Statement

    Patients to go on a payment for planned treatment.

    Purpose

    To have payment before treatment for lab fees.

    Definitions

    Contract/financial agreement - a binding agreement between two or more persons or parties; especially: one legally enforceable b: a business arrangement for the supply of dental services at a fixed price.

    Policy and/or Procedure

    Discuss contract, down payment, timeframe and with patient in order to arrive at the terms of the financial contract.

    Establish down payment and plan timeframe.

    Enter information into patient record via computer program. Note: information will not be in the patient record chart.

    Dispensing Preventive Products Procedure

    Subject: Class III – Clinical – H. Patient Administration

    Department: All Clinical Departments

    Origination Date: January 27, 2016

    Effective Date: February 1, 2016

    Reviewed and/or Revised: 09/01/2017, 8/25/2025

    Purpose: To dispense preventive products at the UMSOD to our patients in lieu of having patients have to go to their pharmacy—if they so desire.

    Scope (applies to): Dental and Dental Hygiene Students/Faculty

    Definitions: Prescription products such as MI Paste, MI Paste Plus, Prevident 5000 Plus, Chlorhexidine

    Policy and/or Procedure:

    • Provider/faculty use existing drug selection list to order Rx (current protocol). This ensures the data is in Axium under the patient's EPR as prior.
    • Student should enter the prescription in eRx from the approved list and have the covering dentist sign. Once signed electronically, send to the School Store via eFax. 
    • If patient elects to fill the prescription at the School Store, the student can accompany the patient to fill the prescription once received via eFax. The School Store Manager   and team accept payment in the form of electronic payments (debit or credit). The School Store Manager will provide the patient with the product along with a receipt.  
    • The School Store manager maintains a list on file of the following information and submit a copy to the General Anesthesia Administrator for records purposes:
      • Date of Prescription
      • Name of Patient
      • Name of Provider prescribing
      • Name of Student
      • Name of product prescribed
      • Price charged to patient
      • Date prescription is given to student to give to patient

    Products that can be dispensed through the School Store:

    • Prevident 5000 Plus
    • MI Paste products
    • Chlorhexidine: Small and large bottle

    Fee Schedule

    Subject: III. Clinical, H. Patient Administration

    Origination Date: 9/1/2027

    Revisions Date: 2/29/2024, 8/1/2025

    Treatment Group Code Axium Description AGD ASE FDS FDS+ UG SC&G
    OtherC1000Positional Conditions000000
    OtherC1001Rotated Mesially000000
    OtherC1002Rotated Distally000000
    OtherC1003Tipped Mesially000000
    OtherC1004Tipped Distally000000
    OtherC1005Tipped Buccally000000
    OtherC1006Tipped Lingually000000
    OtherC1007Shifted Mesially000000
    OtherC1008Shifted Distally000000
    OtherC2000Orientation Conditions000000
    OtherC2001Partial Erruption000000
    OtherC2002Extruded000000
    OtherC2003Impacted000000
    OtherC2004Diasthemas000000
    OtherC2005Crowding000000
    DiagnosticD0110.1- Medical History Analysis000000
    DiagnosticD0110.2- Soft Tissue Exam000000
    DiagnosticD0110.3- Hygiene Assessment000000
    DiagnosticD0110.4- Manual BP000000
    DiagnosticD0120Periodic oral evaluation696969704545
    DiagnosticD0120.1- Endo Recall Performed000000
    DiagnosticD0120.2- Annual Periodontal Evaluation000000
    DiagnosticD0120.8- Annual AGC Evaluation000000
    DiagnosticD0120.9- Implant Recall Performed000000
    DiagnosticD0140Limited oral eval-prob focused78781041155252
    DiagnosticD0145ORAL EVAL.PATIENT UNDER 3YRS787890974545
    DiagnosticD0150Comprehensive oral evaluation92921211326565
    DiagnosticD0150.1BOARDS ONLY Screening000000
    DiagnosticD0150.2BOARDS ONLY PAN000000
    DiagnosticD0150.3BOARDS ONLY FMX000000
    DiagnosticD0160Detailed & extensive oral eval155155207229104104
    DiagnosticD0170Re-eval-limited-prob focused444469904444
    DiagnosticD0170.1- Patient Therapy Complete000000
    DiagnosticD0170.2- EIT Periodontal Case000000
    DiagnosticD0170.3- Scaling Complete or Competency000000
    DiagnosticD0170.4Evaluation of Limited Periodontal Therapy000000
    DiagnosticD0170.5- Pre-Prosth Audit000000
    DiagnosticD0170.6Case Complete - Simple000000
    DiagnosticD0170.7Case Complete - Complex000000
    DiagnosticD0170.8- EIT Gingivitis Case000000
    DiagnosticD0170.9- Comp Care Outcome Assmt000000
    DiagnosticD0171Re-evaluation - post-operative office visit 353547531818
    DiagnosticD0180Comprehensive perio evaluation1231231331737272
    DiagnosticD0180.1Referral of co-therapy000000
    DiagnosticD0180.2- Referral to Perio Sophomore block000000
    DiagnosticD0180.3- Localized Periodontal Evaluation000000
    DiagnosticD0190Screening of a New Patient000000
    DiagnosticD0191Assessment of a Patient000000
    DiagnosticD0210Intraoral - comprehensive series of radiographic images166166166166166166
    DiagnosticD0210I- FMX (imported)000000
    DiagnosticD0220Intraoral-periapical 1st image343434343434
    DiagnosticD0230Intraoral-periapical addl film313131313131
    DiagnosticD0240Intraoral - occlusal film474747474747
    DiagnosticD0250Extraoral radiographic images686868686868
    DiagnosticD0251Extra-oral posterior radiograph565656565656
    DiagnosticD0260Extraoral - each add film000000
    DiagnosticD0270Bitewing - single film353535353535
    DiagnosticD0272Bitewing - 2 films434343434343
    DiagnosticD0273Bitewing - 3 films494949494949
    DiagnosticD0274Bitewing - 4 films585858585858
    DiagnosticD0274I- BW (imported)000000
    DiagnosticD0277Vertical bitewing - 7-8 films111111111111111111
    DiagnosticD0290Post.-ant. Skull & facial bone000000
    DiagnosticD0310Sialography302302302302302302
    DiagnosticD0320TMJ arthrogram, incl injection616616616616616616
    DiagnosticD0321Other TMJ films, by report212212212212212212
    DiagnosticD0322Tomographic survey000000
    DiagnosticD0330Panoramic film122122152152108108
    DiagnosticD0330I- PAN (imported)000000
    DiagnosticD0330S- PAN(Imported\withScout)000000
    DiagnosticD0340Cephalometric radiograph 2D141141141141141141
    DiagnosticD0340I- CEPH (imported)000000
    DiagnosticD0350- Oral/facial images000000
    DiagnosticD0350.1- Oral/facial images (intraoral)000000
    DiagnosticD03513D photographic image000000
    DiagnosticD0360Cone Beam ct-Craniofacial data capture000000
    DiagnosticD0360.1Cone Beam-Single Arch000000
    DiagnosticD0360.2Cone Beam Single Tooth or Site000000
    DiagnosticD0362Cone Beam-two dimensional image recon.using exist.data.000000
    DiagnosticD0363Cone Beam-three dimensional image recons. unsing exist. data000000
    DiagnosticD0364Cone Beam CT - less than one jaw w interpretation272272272272272272
    DiagnosticD0365Cone Beam CT - mandible with interpretation383383383383383383
    DiagnosticD0366Cone Beam CT - maxilla with interpretation383383383383383383
    DiagnosticD0367Cone Beam CT - maxilla & mandible w interpretation433433433433433433
    DiagnosticD0367I- CBCT (imported)000000
    DiagnosticD0368Cone Beam CT for TMJ series incl 2 /more exposures358358358358358358
    DiagnosticD0372Intraoral tomosynthesis - comprehensive radiograph series2202202202209999999999
    DiagnosticD0373Intraoral tomosynthesis - bitewing radiographic image474747479999999999
    DiagnosticD0374Intraoral tomosynthesis - periapical radiographic image 464646469999999999
    DiagnosticD0387Comprehensive radiograph series - image capture only00009999999999
    DiagnosticD0388Bitewing radiographic image - image capture only00009999999999
    DiagnosticD0389Periapical radiographic image - image capture only00009999999999
    DiagnosticD0391Interpretation of diagnostic image including report134134134134134134
    DiagnosticD0393Virtual treatment simulation using 3D volume or surface scan166166166166166166
    DiagnosticD0394Digital subtraction of 2 + images of the same modality000000
    DiagnosticD0395Fusion of 2+ 3D image volumes of one or more modalities166166166166166166
    DiagnosticD03963D Printing of a 3D surface scan to obtain a physical model1411411511518181
    DiagnosticD0411HbA1c - In Office Testing292929292929
    DiagnosticD0412Glucose Level in office w/meter111111111111
    DiagnosticD0414Lab Process Microbial Speciman w/report000000
    DiagnosticD0415Bact. studies for path. agents174174232255116116
    DiagnosticD0416Viral Culture197197197197103103
    DiagnosticD0417Collection/prep of saliva sample for lab testing162162199232108108
    DiagnosticD0418Analysis of saliva sample161161198224104104
    DiagnosticD0419- Assessment of salivary flow000000
    DiagnosticD0421Genetic Test to Oral Disease000000
    DiagnosticD0422Collect/prep genetic sample for lab analysis/report146146146146146146
    DiagnosticD0423Genetic test for disease susceptibility/specimen analysis146146146146146146
    DiagnosticD0425Caries susceptibility tests9797971097575
    DiagnosticD0431Adj.Pre-Diag Test/Not Biop/Cyt888888985555
    DiagnosticD0460Pulp vitality tests787878854444
    DiagnosticD0470Diagnostic casts1411411511518181
    DiagnosticD0471- Oral Pathology Laboratory000000
    DiagnosticD0472Accession of tissue-gross exam152152152152110110
    DiagnosticD0473Accession of tissue197197197197110110
    DiagnosticD0474Accession of tissue, w/ assess236236236236125125
    DiagnosticD0475Decalcification Proc.262262262272142142
    DiagnosticD0476Spec. Stains Microorganisms379379379416220220
    DiagnosticD0477Spec. Stns. Not Microorganisms388388388425224224
    DiagnosticD0478Immunohistochemical Stains218218218222157157
    DiagnosticD0479Tissue In-Situ Hybridization301301301330168168
    DiagnosticD0480Process & interp-cytol. smears218218218236125125
    DiagnosticD0481Electron Microscop-Diag.228228262288125125
    DiagnosticD0482Direct Immunofluorescence1051051421557171
    DiagnosticD0483Indirect Immunoflurescence1571571631798787
    DiagnosticD0484Consult on slides Elsewhere212212219242116116
    DiagnosticD0485Consult.Incl. Prep of Slides220220252275121121
    DiagnosticD0486Accession of Brush Biopsy, sample Micro. Exam, Prep.Trans.207207207228168168
    DiagnosticD0501Histopathologic Exam000000
    DiagnosticD0502Other oral pathology proc.218218218241127127
    DiagnosticD0600Non-ionizing Dx Tx/changes in structure626262686262
    DiagnosticD0601- Caries risk assessment and documentation - low risk000000
    DiagnosticD0602- Caries risk assessment and documentation - moderate risk000000
    DiagnosticD0603- Caries risk assessment and documentation - high risk000000
    DiagnosticD0604Antigen testing for a pathogen, including coronavirus000000
    DiagnosticD0605Antibody testing for a pathogen, including coronavirus000000
    DiagnosticD0701- Panoramic radiographic image - image capture only000000
    DiagnosticD0702- 2-D cephalometric radiographic image - image capture only000000
    DiagnosticD07032-D oral/facial photo image - image capture only000000
    DiagnosticD07043-D photographic image - image capture only000000
    DiagnosticD0705- Extra-oral posteri dental radio image - image capture only000000
    DiagnosticD0706- Intraoral - occlusal radiograph image - image capture only000000
    DiagnosticD0707- Intraoral - periapi radiographic image - img capture only000000
    DiagnosticD0708- Intraoral - bitewing radiograp image - image capture only000000
    DiagnosticD0709- Comprehensive intraoral radiographs - image capture only000000
    DiagnosticD08013D dental surface scan - direct 1411411511518181
    DiagnosticD08023D dental surface scan - indirect1411411511518181
    DiagnosticD08033D facial surface scan - direct000000
    DiagnosticD08043D facial surface scan - indirect000000
    DiagnosticD0999- Unspecified Diagnostic Procedure by report000000
    DiagnosticD0999I- Intraoral Series (imported)000000
    PreventiveD1110Prophy - adult1231231231348484
    PreventiveD1120Prophy - child909090986262
    PreventiveD1201Fluoride, incl. prophy - child000000
    PreventiveD1203Fluoride, topical-child000000
    PreventiveD1204Fluoride,topical - adult000000
    PreventiveD1205Fluoride, incl. prophy - adult000000
    PreventiveD1206Topical Application of Fluoride Varnish535353532121
    PreventiveD1208Topical Application of Fluoride-Excluding Varnish505050553232
    PreventiveD1301- Immunization Counseling000000
    PreventiveD1310- Nutritional counseling00465200
    PreventiveD1320- Tobacco counseling00465200
    PreventiveD1321Counseling - high-risk substance use00465200
    PreventiveD1330Oral hygiene instructions2424666600
    PreventiveD1351Sealant - per tooth777777824040
    PreventiveD1352Preventative Resin Restoration112112135150112112
    PreventiveD1353- Sealant repair - per tooth000000
    PreventiveD1354Interim caries arresting medicament application525252663232
    PreventiveD1355Caries preventive medicament application - per tooth525252663232
    PreventiveD1510Space maint - fixed-unilateral432432432476243243
    PreventiveD1515Space maint - fixed-bilateral000000
    PreventiveD1516Space Maintainer Fixed Bi-lateral Maxillary574574574630379379
    PreventiveD1517Space Maintainer Fixed Bilateral Mandibular576576576633379379
    PreventiveD1520Space maint - remov-unilateral515515515568307307
    PreventiveD1525Space maint - remov-bilateral000000
    PreventiveD1526Space Maintainer Removable Bi-lateral Maxillary629629629692377377
    PreventiveD1527Space Maintainer Removable Bi-lateral Mandibular629629629692377377
    PreventiveD1550Re-cementation of space maint000000
    PreventiveD1551Re-cmt Max space maintainer1121121121236262
    PreventiveD1552Re-cmt Mand space maintainer1121121121236262
    PreventiveD1553Re-cmt unilat space maintainer1121121121236262
    PreventiveD1555Removal of Fixed Space Maintainer000000
    PreventiveD1556Remove fixed Unilat space main1101101101216767
    PreventiveD1557Remove Max fixed space main1101101101216767
    PreventiveD1558Remove Mand fixed space main1101101101216767
    PreventiveD1575Fixed, unilateral, Distal shoe space maintainer436436436436243243
    PreventiveD1701Vaccine administration - Pfizer COVID-19, first dose000000
    PreventiveD1702Vaccine administration - Pfizer COVID-19, second dose000000
    PreventiveD1703Vaccine administration - Moderna COVID-19, first dose000000
    PreventiveD1704Vaccine administration - Moderna COVID-19, second dose000000
    PreventiveD1705Vaccine administration - Astrazeneca COVID-19, first dose000000
    PreventiveD1706Vaccine administration - Astrazeneca COVID-19, second dose000000
    PreventiveD1707Vaccine administration - Janssen COVID-19, single dose000000
    PreventiveD1708Vaccine administration - Pfizer COVID-19, third dose000000
    PreventiveD1709Vaccine administration - Pfizer COVID-19, booster dose000000
    PreventiveD1710Vaccine administration - Moderna COVID-19, third dose000000
    PreventiveD1711Vaccine administration - Moderna COVID-19, booster dose000000
    PreventiveD1712Vaccine administration - Janssen COVID-19, booster dose000000
    PreventiveD1713Vaccine administration - Pfizer pediatric, first dose000000
    PreventiveD1714Vaccine administration - Pfizer pediatric, second dose000000
    PreventiveD1781Vaccine administration - human papillomavirus - Dose 1000000
    PreventiveD1782Vaccine administration - human papillomavirus - Dose 2000000
    PreventiveD1783Vaccine administration - human papillomavirus - Dose 3000000
    PreventiveD1999Unspecified procedure, by report111111111111
    RestorativeD2140Amalgam - 1 surface1481481962139393
    RestorativeD2150Amalgam - 2 surfaces193193244269112112
    RestorativeD2160Amalgam - 3 surfaces232232297311142142
    RestorativeD2161Amalgam - 4 or more surfaces275275344373167167
    RestorativeD2330Resin-based comp-1 surf, ant.176176228244107107
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    Prosthodontics (Fixed)D6999Unspecified fixed pros. proc.234234322337152152
    Prosthodontics (Fixed)D6999 A- Porcelain Butt Margin Lab Fee (Bridge)000000
    Prosthodontics (Fixed)D6999.1$50 Add'tl Dental Lab Cost for Prosth Procedure505050505050
    Prosthodontics (Fixed)D6999.2$100 Add'tl Dental Lab Cost for Prosth Procedure100100100100100100
    Prosthodontics (Fixed)D6999.3$105 Add'tl Dental Lab Cost for Prosth Procedure105105105105105105
    Prosthodontics (Fixed)D6999.4$250 Add'tl Dental Lab Cost for Prosth Procedure250250250250250250
    Prosthodontics (Fixed)D6999.5$315 Add'tl Dental Lab Cost for Prosth Procedure315315315315315315
    Prosthodontics (Fixed)D6999.6$500 Add'tl Dental Lab Cost for Prosth Procedure500500500500500500
    Prosthodontics (Fixed)D6999.7$750 Add'tl Dental Lab Cost for Prosth Procedure750750750750750750
    Prosthodontics (Fixed)D6999.8$1000 Add'tl Dental Lab Cost for Prosth Procedure100010001000100010001000
    Prosthodontics (Fixed)D6999.9$1200 Add'tl Dental Lab Cost for Prosth Procedure120012001200120012001200
    Prosthodontics (Fixed)D69991ALab Fee $55000000
    Prosthodontics (Fixed)D69992ALab Fee $80000000
    Oral SurgeryD7111Coronal remnants - decid. tth1491491832029494
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    Oral SurgeryD7140.1Extraction, eruptd tth/ exp rt000000
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    Oral SurgeryD7220Rem of impacted tth, soft tiss314226432476188188
    Oral SurgeryD7230Rem of impacted tth, part bony362273539592241241
    Oral SurgeryD7240Rem of impacted tth, comp bony455333653717298298
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    Oral SurgeryD7251Coronectomy - intentional partial removal of impacted teeth489489578634434434
    Oral SurgeryD7260Oroantral fistula closure1031103110441202591591
    Oral SurgeryD7261Primary closure of sinus perf.83483410181063609609
    Oral SurgeryD7270Tooth reimplantation/stabilize614614749823376376
    Oral SurgeryD7272Tooth transplantation7867869501044580580
    Oral SurgeryD7280Surg exposure - ortho reasons544544647712323323
    Oral SurgeryD7281Surg exposure - aid erruption000000
    Oral SurgeryD7282Mobilization of tth for erupt597597647712335335
    Oral SurgeryD7283Plcmt device facil. eruption476476634699311311
    Oral SurgeryD7284Excisional Biopsy of Minor Salivary Glands3443444384969999999999
    Oral SurgeryD7285Biopsy of oral tissue - hard586586890977586586
    Oral SurgeryD7286Biopsy of oral tissue - soft344344438496237237
    Oral SurgeryD7287Cytology sample collection163163228268100100
    Oral SurgeryD7288Brush biopsy transepithelial192192237288165165
    Oral SurgeryD7290Surgical reposition of teeth538538638701335335
    Oral SurgeryD7291Transseptal fiberotomy301301400440197197
    Oral SurgeryD7292Sur.Plcmt Tmp Anch. Flap(plt&286628663533395817471747
    Oral SurgeryD7293Surg.plcmt tmp anchor w/flap65265212551303625625
    Oral SurgeryD7294Surg Plcmt Tmp Anch. w/o Flap50350315071728482482
    Oral SurgeryD7295Harvest of Bone (autogenous grafting)418418556612273273
    Oral SurgeryD7296Corticotomy 1-3 teeth121812180000
    Oral SurgeryD7297Corticotomy 4 or More in Quad000000
    Oral SurgeryD7298Removal of temp anch dev [screw ret plate], requiring flap286628663533395817471747
    Oral SurgeryD7299Removal of temporary anchorage device, requiring flap65265212551303625625
    Oral SurgeryD7300Removal of temporary anchorage device without flap50350315071728482482
    Oral SurgeryD7310Alveoloplasty with extractions330330407450202202
    Oral SurgeryD7311Alveoplasty w/1-3 ext.per quad305305405445199199
    Oral SurgeryD7320Alveoloplasty w/o ext 4 tth sp474474590652287287
    Oral SurgeryD7321Alveoplasty not w/1-3 ext quad418418556612273273
    Oral SurgeryD7330- Vestibuloplasty000000
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    Oral SurgeryD7350Vestibuloplasty -tissue grafts214921492650270112511251
    Oral SurgeryD7410Excision, benign lesion<1.25cm432432556612265265
    Oral SurgeryD7411Excision, benign lesion>1.25cm67667612071349409409
    Oral SurgeryD7412Excision, ben lesion complicat88988914371557571571
    Oral SurgeryD7413Excision, malig lesion>1.25cm7557559291052497497
    Oral SurgeryD7414Excision, malig lesion>1.25cm1130113012581441744744
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    Oral SurgeryD7420Rad excision - lesion > 1.25cm000000
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    Oral SurgeryD7450Rem odonto cyst/tumor < 1.25cm570570718776390390
    Oral SurgeryD7451Rem odonto cyst/tumor > 1.25cm72872811321264536536
    Oral SurgeryD7460Rem nonodonto cyst < 1.25cm580580753816386386
    Oral SurgeryD7461Rem nonodonto cyst > 1.25cm78678611711264594594
    Oral SurgeryD7465Destruction of lesion382382487553235235
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    Oral SurgeryD7472Removal of torus palatinus83883811371264511511
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    Oral SurgeryD7490Resection, mandible-bone graft7726772698191080250875087
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    Oral SurgeryD7520Incision/drainage,abscess-extr4314319771063301301
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    Oral SurgeryD7530Removal of foreign body/skin377377471517278278
    Oral SurgeryD7540Removal-musculoskeletal system691691851935455455
    Oral SurgeryD7550Part. stectomy/sequestrectomy572572679764376376
    Oral SurgeryD7560Max. sinusotomy - removal201220122298252820122012
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    Oral SurgeryD7620Maxilla - closed reduction384238424386482323442344
    Oral SurgeryD7630Mandible - open reduction485648565955655029642964
    Oral SurgeryD7640Mandible - closed reduction374937494431487622912291
    Oral SurgeryD7650Malar/zygo arch - open reduct436943694854533826642664
    Oral SurgeryD7660Malar/zygo arch -closed reduct359235924063446821932193
    Oral SurgeryD7670Alveolus - closed reduction1522152218801916931931
    Oral SurgeryD7671Alveolus - open reduction96796711891336590590
    Oral SurgeryD7680Facial bones-complicatd reduct727872788498934844384438
    Oral SurgeryD7710Maxilla - open reduction505950595708627730863086
    Oral SurgeryD7720Maxilla - closed reduction378137814359479523072307
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    Oral SurgeryD7760Malar/zygo arch -closed reduct535053506597739332633263
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    Oral SurgeryD7771Alveolus - closed reduction189418942336261611571157
    Oral SurgeryD7780Facial bones-complicatd reduct90139013105631161954985498
    Oral SurgeryD7810Open reduction of dislocation475647565436598029002900
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    Oral SurgeryD7880Occlusal orthotic device1130113011981317827827
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    Oral SurgeryD7911Complicated suture - up to 5cm499499650715329329
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    Oral SurgeryD7921Col/app of Autologous bld conc (PRP)474474474479455455
    Oral SurgeryD7922Bio dressing hemostasis - site1361361681948484
    Oral SurgeryD7939Indexing for Osteotomy using robotic assisted or dynamic nav4804805115619999999999
    Oral SurgeryD7940Osteoplasty-orthognath deforms411341134968546425072507
    Oral SurgeryD7941Osteotomy - mandibular rami1057810578112531237964516451
    Oral SurgeryD7943Osteotomy - mand rami w/ graft97369736107521182759395939
    Oral SurgeryD7944Osteotomy - segment/subapical785578558840972447924792
    Oral SurgeryD7945Osteotomy - body of mandible798779878911980048694869
    Oral SurgeryD7946LeFort I - max. total94189418107661184257455745
    Oral SurgeryD7947LeFort I - max. segmented97989798108711195859795979
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    Oral SurgeryD7949LeFort II/III - w/ bone graft1306113061148851637479697969
    Oral SurgeryD7950Oss.,ost., or cart graft, mand219421943206352820832083
    Oral SurgeryD7951Sinus Aug. w/bone or sub.184818483217330916581658
    Oral SurgeryD7952Sinus Aug-vertical approach98798717351906878878
    Oral SurgeryD7953Bone replcmt graft ridge site345345528575345345
    Oral SurgeryD7955Repair - max. tissue defect312231223287361420562056
    Oral SurgeryD7956GTR, edentulous area - resorbable barrier, per site3453455756329999999999
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    Oral SurgeryD7961Buccal / labial frenectomy (frenulectomy)513513610673314314
    Oral SurgeryD7962Lingual frenectomy (frenulectomy)513513610673314314
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    Oral SurgeryD7970Excision - hyperplastic tiss570570668736348348
    Oral SurgeryD7971Excision - pericoronal gingiva270270357394165165
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    Oral SurgeryD7990Emergency tracheotomy1442144217821995882882
    Oral SurgeryD7991Coronoidectomy443344335089560027072707
    Oral SurgeryD7993Surgical placement of craniofacial implant - extra oral229822983142344122982298
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    Oral SurgeryD7998Intraoral Plcmt Fixation Device Not in Conj. w/Fracture234623462892324214331433
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    OrthodonticsD8010Limited ortho - primary198819882275227512641264
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    OrthodonticsD8040.3Invisalign Surcharge000000
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    OrthodonticsD8210Removable appliance therapy1092109210971207575575
    OrthodonticsD8220Fixed appliance therapy1217121712591379666666
    OrthodonticsD8660Pre-ortho Treatment Visit (Records)413413482528397397
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    OrthodonticsD8692Replace - lost/broken retainer000000
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    OrthodonticsD8696Repair Max ortho appl 243243283319157157
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    OrthodonticsD8698Re-cmt Max fixed retainer207207340375157157
    OrthodonticsD8699Re-cmt Mand fixed retainer207207261287157157
    OrthodonticsD8701Repair/reattach Max fixed ret247247268295148148
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    OrthodonticsD8703Replace Max retainer397397425431397397
    OrthodonticsD8704Replace Mand retainer397397425431397397
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    OrthodonticsD8999.1ESSIX retainer,vac. fab.275275275275263263
    OrthodonticsD8999.2Positioners000000
    OrthodonticsD8999.3Ceramic bracket surcharge494494519519494494
    OrthodonticsD8999.4Invisalign in add to comp adult ortho114202170217011201120
    OrthodonticsD8999.5Harmony in add to comp ortho226022602260219521732173
    OrthodonticsD8999.6Herbst Appl Lab Cost47047064370000
    OrthodonticsD8999.7- Presurgical Ortho DX000000
    OrthodonticsD8999.8Spring Aligner378378418418265265
    OrthodonticsD8999.9Ortho TADS (mini-implant screws)14714717017000
    OrthodonticsD8999.AHarmony in add to comp ortho000000
    OrthodonticsD8999.BRebanding2892892892899999999999
    OrthodonticsD8999.CInvisalignSingle Arch9999999999115411549999999999
    OrthodonticsD8999.DInvisalign Express 109999999999113111319999999999
    OrthodonticsD8999.EInvisalign Express 599999999998388389999999999
    OrthodonticsD8999.FVivera Retainers Dual Arch4904905105269999999999
    OrthodonticsD8999.GVivera Retainers Single Arch3483483733739999999999
    OrthodonticsD8999.HReplace lost/broken ESSIX999992072072079999999999
    OrthodonticsD8999.JMARPE456456456456456456
    OrthodonticsD8999.KLightforce clear brackets258258258258258258
    Adjunctive General ServicesD9110Palliative treatment of dental pain - per visit1361361681948484
    Adjunctive General ServicesD9120Sectioning of FPD291291299329171171
    Adjunctive General ServicesD9130TMJ Non-Invasive Physical Therapy000000
    Adjunctive General ServicesD9210Local anesthesia - w/o surg181818181818
    Adjunctive General ServicesD9211Regional block anesthesia1111111171296565
    Adjunctive General ServicesD9212Trigeminal division block anes244244325358160160
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    Adjunctive General ServicesD9223Deep sedation/general anesthesia – each 15 minute224224272307215215
    Adjunctive General ServicesD9230Analg, anxiolysis, inhal of N2O94941031129292
    Adjunctive General ServicesD9230.1-First Nitrous Experience (video & quiz)000000
    Adjunctive General ServicesD9239Interv sedate/analg-1st 15 min430430520614430430
    Adjunctive General ServicesD9241Intrav sedate/analg-1st 30 min000000
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    Adjunctive General ServicesD9248.3Non IV -Sedation Appt canceled0099999999999999999999
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    Adjunctive General ServicesD9450Case present, subsequent to detailed and extensive tx plan10010019521300
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    Adjunctive General ServicesD9610Therap.drug inject, single adm1111111321466868
    Adjunctive General ServicesD9612Therp.drug inj, 2 or more admn186186228232111111
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    Adjunctive General ServicesD9911Applicate desens resin-per tth87871001115050
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    Adjunctive General ServicesD9920.1- Protective Stabilization000000
    Adjunctive General ServicesD9930Tx,complications-unusual circs1581581671839797
    Adjunctive General ServicesD9931Cleaning and inspection of a removable appliance000000
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    Adjunctive General ServicesD9933Cleaning/inspection removable complete denture, man666668754242
    Adjunctive General ServicesD9934Cleaning/inspection removable partial denture, max666668754242
    Adjunctive General ServicesD9935Cleaning/inspection removable partial denture, man666668754242
    Adjunctive General ServicesD9938Fabrication of a custom removable clear plastic temporary 353535353434
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    Adjunctive General ServicesD9941.1Mold for Athletic Mouthguards525252524949
    Adjunctive General ServicesD9942Repair/reline Occl Guard263263325357176176
    Adjunctive General ServicesD9943Occlusal guard adjustment94941121235252
    Adjunctive General ServicesD9944Occlusal Guard Hard Appliance Per Full Arch678678767844394394
    Adjunctive General ServicesD9945Occlusal Guard Soft Appliance Per Full Arch000000
    Adjunctive General ServicesD9946Occlusal Guard Hard Appliance Partial Arch678678719791394394
    Adjunctive General ServicesD9947Custom sleep apnea appliance fabrication and placement144714471609177011661166
    Adjunctive General ServicesD9948Adjustment of custom sleep apnea appliance1371371731917878
    Adjunctive General ServicesD9949Repair of cust sleep apnea app299299374411168168
    Adjunctive General ServicesD9950Occlusion analysis-mountd case374374462473219219
    Adjunctive General ServicesD9951Occlusal adjustment - limited196196242265112112
    Adjunctive General ServicesD9952Occlusal adjustment - complete766766895985448448
    Adjunctive General ServicesD9953Reline custom sleep apnea appliance (indirect)3033033744119999999999
    Adjunctive General ServicesD9954Fabrication and delivery of OAT morning reposition appliance14471447160917709999999999
    Adjunctive General ServicesD9955Oral Appliance Therapy (OAT) Titration Visit1371371731919999999999
    Adjunctive General ServicesD9956- Administration of Home Sleep Apnea Test000000
    Adjunctive General ServicesD9957Screening for Sleep Related Breathing Disorders1231231331739999999999
    Adjunctive General ServicesD9961Duplicate/Copy Patient Records000000
    Adjunctive General ServicesD9970Enamel microabrasion201201268295131131
    Adjunctive General ServicesD9971Odontoplasty - per tooth169169222244110110
    Adjunctive General ServicesD9972In-office External bleaching - per arch349349381421203203
    Adjunctive General ServicesD9972.1In-office One Hour Bleaching per arch575575707721334334
    Adjunctive General ServicesD9972.2At Home Bleaching000000
    Adjunctive General ServicesD9973In-office External bleaching - per tooth232232282311151151
    Adjunctive General ServicesD9974Internal bleaching - per tooth322322383422187187
    Adjunctive General ServicesD9975At home External bleaching per arch309309309340232232
    Adjunctive General ServicesD9985Sales Tax000000
    Adjunctive General ServicesD9986- Missed appointment00616700
    Adjunctive General ServicesD9987- Cancelled appointment000000
    Adjunctive General ServicesD9990Certified Translation or Sign Langage Services Per Visit000000
    Adjunctive General ServicesD9991Dental case mgmt- addressing appt compliance barriers000000
    Adjunctive General ServicesD9992Dental case mgmt - care coordination000000
    Adjunctive General ServicesD9993- Dental case mgmt - motivational interviewing000000
    Adjunctive General ServicesD9994Dental case mgmt - education to improve oral health literacy000000
    Adjunctive General ServicesD9995- Teledentistry - Real Time Encounter000000
    Adjunctive General ServicesD9996- Teledentistry - Asynchronous000000
    Adjunctive General ServicesD9997Dental case management000000
    Adjunctive General ServicesD9999- Unspecified adjunctive proc.000000
    Adjunctive General ServicesD9999.1No Charge Office Visit000000
    Adjunctive General ServicesD9999.2No Treatment Provided-FXCM#10Qpts000000
    OtherDAEN01- Endo Assist - Diagnosis Only000000
    OtherDAEN02- Endo Assist - Access Only000000
    OtherDAEN03- Endo Assist - Access and Working Length000000
    OtherDAEN04- Endo Assist - Access and Instrumentation000000
    OtherDAEN05- Endo Assist - Instrumentation Only000000
    OtherDAEN06- Endo Assist - Instrumentation and Obturation000000
    OtherDAEN07- Endo Assist - Obturation Only000000
    OtherDAEN08- Endo Assist - Access/Instrument'n/Obturation000000
    OtherDAEN09- Endo Assist - Other000000
    OtherDAFXR- FX Postdoc Assist000000
    OtherDAFXS- FX Predoc Assist000000
    OtherDAHY011/2 session Assist Hygiene000000
    OtherDAHY02Full Session Assist Hygiene000000
    OtherDAOP01- Operative Assist000000
    OtherDAOR01- Ortho Assist000000
    OtherDAPE01Predoc Periodontal Assisting000000
    OtherDARMR- RM Postdoc Assist000000
    OtherDARMS- RM Predoc Assist000000
    OtherDATP01- Assist TP000000
    OtherDCDCCase Report Denture – Complete000000
    OtherDCDPCase Report Denture – Partial000000
    OtherDCFCase Report Fixed000000
    OtherDCMP1.1Operative Class II Dx Competency000000
    OtherDCMP1.2Operative Class III Dx Competency000000
    OtherDCMP10Soft Tissue Exam Competency000000
    OtherDOFXCR1Co-therapy Crown 000000
    OtherDOFXIM1Co-Therapy Implant000000
    OtherDOFXPN1Co-therapy Pontic 000000
    OtherDORMCD1Co-Therapy Complete Denture000000
    OtherDORMPD1Co-Therapy RPD 000000
    OtherE0485Oral Device/Adjustable, Prefabricated62762762762700
    OtherE0486Oral Device/Appliance Custom Fab34323432343234329999999999
    OtherE0486.1Oral Device/Appliance - TAP5915915915919999999999
    OtherE0486.2Oral Device/ Appl Custom Fab-AGD 000000
    OtherE0486.3Oral Device/Appliance Custom Fab - Faculty000000
    OtherE1001Gold00009999999999
    OtherE1002Amalgam00009999999999
    OtherE1003Composite00009999999999
    OtherE1004Miscellaneous Metallic00009999999999
    OtherE1005Porcelain00009999999999
    OtherE1006Sedative00009999999999
    OtherM10021Fine Needle Aspiration000000
    OtherM10060I&D simple0022925000
    OtherM10061I&D complicated0040144100
    OtherM10120FB, rmv subq tiss:s.0028831700
    OtherM10121FB, rmv subq tiss:c.0058564200
    OtherM10140I&D hematoma:simple0031334600
    OtherM10160Punture Aspiration0029432300
    OtherM10180Wound I & D5825826427079999999999
    OtherM11000Debridement Eczematous or Infe00009999999999
    OtherM11001DEBRIDEMNT ADD'L 10% BODY SURF000000
    OtherM11004DEBRIDEMENT OF SKIN, SUBU000000
    OtherM11010Debridement w/removal foreign000000
    OtherM11011Debridement skin,sub tis,muscl000000
    OtherM11012Debridement-skin,subcutaneous00009999999999
    OtherM11040CODE DELETED 2011000000
    OtherM11042Skin/Subcut tissue0022224400
    OtherM11043Skin/Subcut/muscle0047752400
    OtherM11044Skin/Subct/musc/bone0084292600
    OtherM11100Biopsy of skin,subcutaneous ti1701701992199999999999
    OtherM11200Removal up to 15 skin tags000000
    OtherM11400Ex lesion >.5cm trunk000000
    OtherM11406Exc bngn lesion trunk, arm leg000000
    OtherM11420Exc benign 0.5 cm neck,scalp000000
    OtherM11421Excision, benign lesion000000
    OtherM11423Excision benign lesion neck000000
    OtherM11424Exc benign lesion 3.1-4 cm000000
    OtherM11426Exc be lesion over 4 cm neck,s000000
    OtherM11440Exc lesion .5cm/less0028431300
    OtherM11441Exc lesion .6-1cm0036139800
    OtherM11442Exc lesion 1.1-2cm0042747100
    OtherM11443Exc lesion 2.1-3cm0053358600
    OtherM11444Exc lesion 3.1-4cm0062869100
    OtherM11446Exc lesion over 4cm0084693200
    OtherM11622Excmal lesion 1.1-2cm000000
    OtherM11640Exc malig tmr <.5cm0043247600
    OtherM11641Exc malig tmr .6-1cm0052658000
    OtherM11642Exc mal les 1.1-2cm0060066000
    OtherM11643Exc mal les 2.1-3cm0075783300
    OtherM11644Exc mal tmr 3.1-4cm00931102400
    OtherM11646Exc mal les over 4cm001339147200
    OtherM11900Intralesional lesion<>858592979999999999
    OtherM11901Intralesional>>00009999999999
    OtherM12001Simple repair of superficial w1271271341419999999999
    OtherM12002Simple repair;2.6 cm to 7.5 cm1271271341419999999999
    OtherM12004Simple repair;7.6 to 12.5 cm00009999999999
    OtherM12005Simple repair;12.6 to 20.0 cm00009999999999
    OtherM12011Simple repair;2.5 cm or less4014014765239999999999
    OtherM12013Simple repair;2.6 to 5.0 cm4304304955459999999999
    OtherM12014Simple repair;5.1 to 7.5 cm5175176076679999999999
    OtherM12015Simple repair;7.6 to 12.5 cm6466467438189999999999
    OtherM12016Suture s. 12.6-20cm00971106800
    OtherM12017Simple Repair Wounds:20.1 CM959959113312469999999999
    OtherM12018Simple repair;over 30.0 cm10531053140715459999999999
    OtherM12020Simple repair;over 30.0 cm4864866266889999999999
    OtherM12031Layer Closure;2.5 cm or less00009999999999
    OtherM12032Intermediate closure 2.6-7.5 c000000
    OtherM12034Layer Closure of Wounds:7.6CM00009999999999
    OtherM12051Layer Closure;2.5 cm or less4754755846419999999999
    OtherM12052Layer Closure;2.6 to 5.0 cm5285286336979999999999
    OtherM12053Layer Closure;5.1 to 7.5 cm6436437338059999999999
    OtherM12054Layer Closure;7.6 to 12.5 cm80080091810119999999999
    OtherM12055Layer Closure;12.6 to 20.0 cm10111011117412929999999999
    OtherM12056Suture i. 20.1-30cm001296142600
    OtherM12057Suture i. over 30cm001438158200
    OtherM13100CompSuture 1.1 cm to 2.5cm000000
    OtherM13101Complex repair 2.6 cm-7.5000000
    OtherM13102Add'l 5 cm complex closure tru000000
    OtherM13120Repair,comp.,scalp;1.1to 2.5002743019999999999
    OtherM13121Repair,comp.,scalp,2.6to7.578978991610079999999999
    OtherM13122Repair,comp.,scalp,add 5/les3133133133469999999999
    OtherM13131Repair,comp.,mouth,1.1to2.56256257778559999999999
    OtherM13132Repair,comp.,mouth, 2.6to7.5 c10281028112112349999999999
    OtherM13133Repair,comp.,mouth, add 5/less4054054054459999999999
    OtherM13150Repair,comp.,lips, 1.0/less69369392410169999999999
    OtherM13151Repair,comp.,lips,1.1to2.5 cm8068069069979999999999
    OtherM13152Repair,comp.,lips,2.6to7.5 cm12571257125713819999999999
    OtherM13153Repair,comp.,lips,add 5/less4704705045549999999999
    OtherM13160Secondary closure of surgical002243246800
    OtherM13300Suture unsul >7.5cm000000
    OtherM14001Adjacent tissue rearrangement000000
    OtherM14020Adjacent tissue transfer001480162600
    OtherM14040Adj tiss:defct 10cm<001590174900
    OtherM14041Adj tiss: 10.1-30cm002288251600
    OtherM14060Adj tiss: 10cm/less001853203900
    OtherM14300DELETED CODE 2010000000
    OtherM14350Filleted finger flap000000
    OtherM15000Ex Prep Site w/ FSG000000
    OtherM15100Split graft002477272400
    OtherM15120Split graft:100sqcm<002677294500
    OtherM15200Full thickness skin graft free000000
    OtherM15220Full thickness graft arm 20 sq001937213100
    OtherM15221EAC ADD'T 20 SQ CM FULL SKIN F0050255100
    OtherM15240Full thick graft,20 sq cm/less20192019238426259999999999
    OtherM15260Fullthck gft:20sqcm<002471271800
    OtherM15261Fullthck gft20+sq cm0068575400
    OtherM15330DELETED CODE 2012000000
    OtherM15335DELETED CODE 2012000000
    OtherM15570Formation pedicle flap, trunk000000
    OtherM15574Form direct pedicle mouth002402264300
    OtherM15576FM PEDICLE FLAP EARS, NOSE LIP002107232000
    OtherM15732Head and Neck Flap000000
    OtherM15734Trunk Myocutaneous flap000000
    OtherM15740Flap; island pedicle003029333100
    OtherM15750Flap neurovascular pedicle000000
    OtherM15756Free muscle/myocutaneous flap000000
    OtherM15757Free Skin Flap w/ Microvascula000000
    OtherM15758Free fascial flap w/microvascu000000
    OtherM15770Flap,derma fat fascia002516276900
    OtherM15780Dermabrasion, total face000000
    OtherM15781Dermabrasion segmental face000000
    OtherM15782Dermabrasion region other tha000000
    OtherM15820Blepharoplasty,Lower Eyelid00009999999999
    OtherM15822Blepharoplasty, upper eyelid000000
    OtherM15825RHYTIDECTOMY000000
    OtherM15828Rhytidectomy, cheek chin, neck000000
    OtherM15829Rhytidectomy SMAS flap000000
    OtherM15838Excision lipectomy submental f000000
    OtherM15839Excision exc. skin lipectomy000000
    OtherM15876Submental Lipectomy head/neck000000
    OtherM17000Destruction lesion,first lesio1231231481639999999999
    OtherM17003Destr 2-14 lesions00293100
    OtherM17010Dstrc any mth:c. les000000
    OtherM17110Destruction benign lesion up t000000
    OtherM20000Musculoskeletal System (incisi00009999999999
    OtherM20005Incis sf tiss:cmplic0080388400
    OtherM20100Exploration of wound000000
    OtherM20220Biopsy; superficial4474474474919999999999
    OtherM20225Biopsy bn,ndle:deep0079387300
    OtherM20240Biopsy,bone6486486487139999999999
    OtherM20245Biopsy bn,excs:deep001852203800
    OtherM20520FB, musc/ten shth:s.0050955900
    OtherM20550Trigger Point Injection1571571741939999999999
    OtherM20605Arthrocentesis aspiration1591591701869999999999
    OtherM20615Aspr/Injc bone cyst0064771200
    OtherM20650Osteosynthesis,wire0061867900
    OtherM20670Impl't rmv:superf'l00999109800
    OtherM20680Removal of implant,deep12401240162217859999999999
    OtherM20690Application of synthes externa000000
    OtherM20692Application multiplane externa000000
    OtherM20694Rmv ext fxt w/ anest001371150800
    OtherM20900Bone graft,any,minor,small12681268129514239999999999
    OtherM20902Bone graft,major,any001522167400
    OtherM20910Cartilage grft,costo001483163000
    OtherM20926Tissue grafts,other12201220142715719999999999
    OtherM20955Bn gft microv anast00109591205400
    OtherM20956Bone Graft w/micro; iliac cres00116571282100
    OtherM20962Bone graft scapula w/micr anas000000
    OtherM20969Free osteocutaneous flap000000
    OtherM20970Free Flap micro/iliac000000
    OtherM20985Comp Assisted surg navigation000000
    OtherM20999Unlisted Procedure, musculoske9999999999999996769999999999
    OtherM21010Arthrotomy,temporomandibular j30113011339137319999999999
    OtherM21013Ex soft tis face, subfascial>2000000
    OtherM21015Radical tumor resect.,soft,fac17491749200722099999999999
    OtherM21025Excision of bone,mandible20552055247227199999999999
    OtherM21026Excis bone Facial002179239800
    OtherM21029Rmv ben tumor fac bn002414265500
    OtherM21030Excision of Benign Tumor12641264126413919999999999
    OtherM21031Excision of torus mandibularis774774101711189999999999
    OtherM21032Exc Max Tor/Tor Pala001181129900
    OtherM21034Exc mal fcl,not mand003863424900
    OtherM21040Exc. benign cyst/tumor,mandibl13451345138115209999999999
    OtherM21041Exc. benign cy/tu,mand., compl00009999999999
    OtherM21044Exc mal tmr mandible003356369300
    OtherM21045Ex mal mand:rad rsct005475602200
    OtherM21046Exc of mandible000000
    OtherM21047Exc of mandible w/osteotomy000000
    OtherM21048Excison benign tumor maxillary000000
    OtherM21049Excision of benign maxilla000000
    OtherM21050Arthrectomy, TMJ; unilateral35123512468051519999999999
    OtherM21060Meniscectomy TMJ003795417500
    OtherM21070Coronoidectomy;separate proc28072807374041149999999999
    OtherM21079Impression & Custom Prep;Inter48474847545359989999999999
    OtherM21080Definitive Obtruator Pros.52765276703477369999999999
    OtherM21081Mandib resect. pros.006248687300
    OtherM21083Palat lift prosthes.005165568300
    OtherM21084Speech aid prosthes.005396593500
    OtherM21085Impres/cust prep; o.s. splint15751575157519899999999999
    OtherM21088Impres&Cust Prep:Facial Pros22762276303333389999999999
    OtherM21089Unlisted Maxillofacial Prosthe999999999999999999999999999999
    OtherM21110Interdental fixation device15561556204722519999999999
    OtherM21116TMJ arthro:injc proc0031935100
    OtherM21120Genioplasty,Augmentation20832083262928909999999999
    OtherM21121Sliding osteo. singl003269359600
    OtherM21122Sliding osteo. 2 or>002635289800
    OtherM21123Ost w/ intrpos bn gr003795417500
    OtherM21125Augmentation,mand. body;prosth33063306372340979999999999
    OtherM21127Mand aug w/ bn grft.004508495900
    OtherM21137Reduc forehd contour003145346000
    OtherM21138Red forehd cntr & bn003787416600
    OtherM21139Countoring & setback ant. Sinu40094009451149629999999999
    OtherM21141Reconstruct. midface, lefort I58265826656072169999999999
    OtherM21142Reconstruct. midface,lefort I60806080684575299999999999
    OtherM21143Reconstruc midface,lefort I62646264705077569999999999
    OtherM21144Rec LeFort I sngl pc000000
    OtherM21145Rec w/ Bn Grft,singl007075778300
    OtherM21146Reconstruct midface,lefort I63486348742881719999999999
    OtherM21147Reconstruct Midface Lefort 172597259875196279999999999
    OtherM21150Rec LeFortII ant int008332916400
    OtherM21151Rec. LeFortII w/ bn.0097521072800
    OtherM21154LeFtIII BnGt w/o LF10096861065500
    OtherM21155LeF III BGft w/ Le 100105831164100
    OtherM21159LeFrt III w/o LeFt I00135091486100
    OtherM21160LeFrt III w/ LeFrt I00152311675400
    OtherM21172Recon orb rim,forehd0096031056500
    OtherM21175Rec bifrntl orb rim/00114551260100
    OtherM21179Rec fhd orb rms w gr008087889400
    OtherM21180Rec frhd w/ autogr.008280910900
    OtherM21181Rmv ben tmr, cran bn003846423000
    OtherM21182Rec w/ bn grft <40cm00102931132300
    OtherM21183Rec bn gr 40 to 80cm00116001275900
    OtherM21184Rec w/bn grft >80 cm00122801350800
    OtherM21188Reconstruct Midface Osteotomie65576557838192209999999999
    OtherM21193Reconstruct of MandibularRamus53675367604166469999999999
    OtherM21195Reconstruct mand ramus,sagitt58505850671573859999999999
    OtherM21196Reconstruct mand. ramus sagitt60756075809989109999999999
    OtherM21198Osteotomy-segm/subcl005865645200
    OtherM21199Osteotomy w/genioglossus advan005274580100
    OtherM21206Osteotomy:Max,segmt005375591200
    OtherM21208Osteoplasty:Augment004249467300
    OtherM21209Osteoplasty,facial bones,reduc23122312287131579999999999
    OtherM21210Graft,Bone:Nasal,Maxillary &40574057541059489999999999
    OtherM21215Graft, bone, mandible42334233564462099999999999
    OtherM21230Graft:rib cart, auto003334366700
    OtherM21235Graft,Ear Cartilage,Autograft,00009999999999
    OtherM21240Arthroplasty, TMJ; autograft47974797479752769999999999
    OtherM21242Arthro,TMJ-allograft004425486800
    OtherM21243Arthro,TMJ-prosth jt007341807500
    OtherM21244Mand,Ex,Tx bone plt005926651800
    OtherM21245Mand/Max,Subper:prtl006096670500
    OtherM21246Mand/Max,Subper Impl004806528600
    OtherM21247Rec mand cond w auto008014881700
    OtherM21248Reconstruct mx/md,endosteal im34043404340437459999999999
    OtherM21249Reconstruct mx/md,endosteal im63456345705277589999999999
    OtherM21255Rec zyg arch w autog006209683000
    OtherM21270Malar augmentation004658512400
    OtherM21275Orb'tCranf'l Recnstr004461490600
    OtherM21280Medial Canopexy000000
    OtherM21282Canthopexy, lateral000000
    OtherM21299Unlisted craniofacial procedur999999999999999999999999999999
    OtherM21310Nasal fx w/o manip0030133000
    OtherM21315Manipulative tx, nasal bone fr5825827097819999999999
    OtherM21320Manipulative tx, nasal bone fr8398398399249999999999
    OtherM21325Open Treatment of Nasal Fractu15011501174019159999999999
    OtherM21330Nasal fx, O tx Compl002815309800
    OtherM21335Nasal sept fx, O tx003056336200
    OtherM21336Open tx, nasal fx, stabilizati18451845211723289999999999
    OtherM21337Nasal septal fx,clsd001063116900
    OtherM21338Open tx, nasoethmoid fracture24962496272529989999999999
    OtherM21339Open tx, nasoethmoid fracture29082908327135999999999999
    OtherM21340Nasoethmd,o/c cmplx003149346300
    OtherM21343Frontal sinus fx, op004235465900
    OtherM21344Open tx, comp. front sinus fra47994799588364719999999999
    OtherM21345Nasomaxill-LeFort II003378371400
    OtherM21346Open Treatment Nasomaxillary40164016434247769999999999
    OtherM21347Nasomax opn,cmplx fx005125563700
    OtherM21355Malar/Zygo-open rdct001551170700
    OtherM21356Open tx, depressed zygomatic a17651765204722519999999999
    OtherM21360Open tx,closed/open malar frac22212221249927509999999999
    OtherM21365Open tx,closed/open comp malar41184118430347349999999999
    OtherM21366Open tx, comp frac malar,bone44054405471151839999999999
    OtherM21385Orbtl FB,trans appr002985328300
    OtherM21386Open tx, orbital floor blowout30743074325535809999999999
    OtherM21387Orbrl FB,combd appr003700407100
    OtherM21390Open tx, orbital blowout fract38313831389042799999999999
    OtherM21395Orbtl,peri bone gft004519497100
    OtherM21400Orbit fx w/o manip0069776600
    OtherM21401Orbit fx w/ manip001833201700
    OtherM21406Open tx, fracture orbit w/o bl25682568256828259999999999
    OtherM21407Orb,not BO:w/ implnt003125343700
    OtherM21408Open treatment orbital floor f004227464900
    OtherM21421Palatal or Alveolar Ridge Frac24052405309634059999999999
    OtherM21422Open tx, palatal/alveo ridge f29282928309134019999999999
    OtherM21423Open tx, palatal mx fracture33593359387742669999999999
    OtherM21431Cran-Fac'l-LeFort 3003084339300
    OtherM21432Cran-Fac'l - LeFort3003255358000
    OtherM21433Open tx, craniofacial separati59155915763383979999999999
    OtherM21435Complicated, fixation by head53865386606366689999999999
    OtherM21440Manipulative tx alveolar ridge15931593207322809999999999
    OtherM21445Alveolar, open tx002808308800
    OtherM21450Mandibular w/ manip001824200600
    OtherM21451Closed/open md fracture21412141250827589999999999
    OtherM21452Mandibular w/o manip002253247800
    OtherM21453Open Mandibular Fracture/Manip23742374274530209999999999
    OtherM21454Open tx closed/open md fractur27462746275930359999999999
    OtherM21461Open tx, closed/open md fractu37633763436347999999999999
    OtherM21462Open tx, closed/open md frac41094109510156109999999999
    OtherM21465Mandibular Condylar004227464900
    OtherM21470Open tx, comp closed/open md48694869486953559999999999
    OtherM21480Uncomplicated treatment of TMJ2972973654039999999999
    OtherM21485Compli. treat. TMJ00306190200
    OtherM21497Inter.wire other fx.001912210300
    OtherM21499Unlisted musculoskeletal proce9999999999999996729999999999
    OtherM21501I&D, neck or thorax000000
    OtherM21550Biopsy, neck or thorax000000
    OtherM21552Ex neck subcu > 3cm000000
    OtherM21555Excision benign tumor;subcutan00009999999999
    OtherM21556Excision tumor neck,deep subfa000000
    OtherM21557Radical Resection of neck000000
    OtherM21685Hymoid myotomy suspension000000
    OtherM23030I & D shoulder area deep000000
    OtherM26990I&D of pelvis or hip joint000000
    OtherM27323Biopsy soft tissue thigh super000000
    OtherM27603I&D leg hematoma000000
    OtherM29800Arth-diag w w/o biop002591285000
    OtherM29804Arthroscopy TMJ; surgical30323032333636709999999999
    OtherM30000Respiratory System (drainag00009999999999
    OtherM30100Biopsy intranasal000000
    OtherM30115Exc nasal polyp extensive000000
    OtherM30118Lateral Rhinotomy external app000000
    OtherM30124Excision Dermoid Cyst;nose sim000000
    OtherM30130EXCISION OF INF TURBINATE000000
    OtherM30400Rhinoplasty prim, ele tip000000
    OtherM30410Rhinoplasty000000
    OtherM30420SEPTORHINOPLASTY OPEN000000
    OtherM30430Rhinoplast secondary000000
    OtherM30435Rhinoplasty 2nd intermed000000
    OtherM30450Rhinoplasty 2nd major revision000000
    OtherM30460Rhin dfrm w/col tip only000000
    OtherM30462Rhin DFRM COLL LEN TIP SEPT OS000000
    OtherM30465Vestibular Stenosis000000
    OtherM30520Septoplasty resection000000
    OtherM30580Repair fistula;oromaxillary18101810209123009999999999
    OtherM30600Fist, oronasal: rpr002012221200
    OtherM30630Repair nasal septal perforatio000000
    OtherM30901Control nasal hemorrhage packi000000
    OtherM30903Control nasal hem cmplex000000
    OtherM30915Ligation ethmoidal artery000000
    OtherM30920Ligation int max artery000000
    OtherM30930Therapeutic fx turbinate000000
    OtherM31000Lavage by cannulation maxillar0041445600
    OtherM31020Sinusotomy,mx,intranasal877877114312599999999999
    OtherM31030Sinusotomy mx,intranasal radic20332033217223929999999999
    OtherM31075Sinusotomy Frontal000000
    OtherM31081Sinus oblit w/o ost flap corno000000
    OtherM31085Sinusotomy coronal incision000000
    OtherM31090SINUSOTOMY UNILATERAL000000
    OtherM31225Max-tomy w/o orb ext000000
    OtherM31230Maxillectomy w/orbital exenter000000
    OtherM31231Nasal endoscopy000000
    OtherM31233Nasal/sinus endoscpy000000
    OtherM31256Nasal/sinus endosw/antrostomy000000
    OtherM31288Nasl endo w tiss rmv000000
    OtherM31367Larngtom supraglot w/o rnd000000
    OtherM31420Epiglottidectomy000000
    OtherM31500Intubation, endotracheal000000
    OtherM31502Tracheotomy tube change000000
    OtherM31505Laryngoscopy0022024300
    OtherM31510Laryngoscopy,diag, w/biopsy0052157400
    OtherM31515Laryng w/wo trac asp000000
    OtherM31525Laryngoscopy diagnostic000000
    OtherM31535Laryngoscopy, direct, opw/biop000000
    OtherM31575Fiberoptic laryngoscopy000000
    OtherM31600Trach plan(sep proc)000000
    OtherM31603Trach ER:Transtrache001065117100
    OtherM31610Trachn w/skin flap000000
    OtherM31613Tracheostoma revision000000
    OtherM31615Tracheobronchoscopy000000
    OtherM31622Bronchoscopy000000
    OtherM31624Broncoscope w/lavage000000
    OtherM31800Suture of tracheal wound cervi000000
    OtherM31820SURGICAL CLOSURE TRACHESOTOMY000000
    OtherM31825Surg cls trac fistula w/plasti000000
    OtherM31830Revision of trach scar000000
    OtherM32551Chest tube insertion000000
    OtherM35201Repair blood vessel direct nec000000
    OtherM35231Repiar w/vein graft neck000000
    OtherM35701Explore w or w/out lysis arter000000
    OtherM35800Exploration of postop hem/infe000000
    OtherM35875Thrombectomy of venous graft000000
    OtherM35901Excision of infected neck graf000000
    OtherM35903Excision of infected leg graf000000
    OtherM37615Ligation maj art neck000000
    OtherM38300Drain Lymph.:simple0067974800
    OtherM38305Drain Lymph,:extens001131124400
    OtherM38500BxExc Lymph:sep proc00931102400
    OtherM38505BxExc Lymph:ndl,spfl0039643400
    OtherM38510BxExc Lymph:deep CN001497164700
    OtherM38520Bx Lymph Ex CN,fatpd001603176200
    OtherM38700Suprahyoid Lymphadenectomy000000
    OtherM38720Cervical Lymphad(complete)000000
    OtherM38724Cervical Lymphadenectomy000000
    OtherM40000Digestive System00009999999999
    OtherM40490Biopsy of lip2262262853149999999999
    OtherM40500Vermillionectomy/Lip Shave001275140500
    OtherM40510Excision Lip/closure15441544154417009999999999
    OtherM40520Exc lip:v-exc w/d.cl001455160100
    OtherM40525Exc lip:rcstr w/flap001939213300
    OtherM40527Excision of lip002377261400
    OtherM40530Resect>1/4 w/o rcstr001750192500
    OtherM40650Cheiloplasty full001357149200
    OtherM40654Complex lip repair001841202400
    OtherM40700Cleft:comp/unilat003220354200
    OtherM40701Cleft:prim bilat 1sg003815419600
    OtherM40720Cleft: unilat/recrtn003171348900
    OtherM40800Drainage of abscess,cyst,hemat3473474605099999999999
    OtherM40801Drainage Abscess,Cyst,Hematoma6766768128939999999999
    OtherM40804Removal of embedded foreign bo3793795095579999999999
    OtherM40806Frenotomy-incis labl0037140700
    OtherM40808Biopsy,vestibule of mouth3513514234659999999999
    OtherM40810Excision of lesion of mucosa/s3903905155689999999999
    OtherM40812Excision, vestibule closure5125126827519999999999
    OtherM40814Excision lesion of mucosa/subm87787795010439999999999
    OtherM40816Complex exc. Of muscle10221022108811969999999999
    OtherM40818Exc.mucosa,vest.donor69969993110249999999999
    OtherM40819Exc. Frenum,lab.or buc.5755757658429999999999
    OtherM40820Destruction of lesion or scar4564566066689999999999
    OtherM40830Closure of laceration,vestibul4454455926539999999999
    OtherM40831Closure laceration,vestibule m6166168209039999999999
    OtherM40840Vestblplty:anterior002128234100
    OtherM40842Vestblplty:post,unil001995219500
    OtherM40843Vestblplty:post,bil002650291600
    OtherM40844Vestblplty:entr arch003299362900
    OtherM41000Intraoral incision/drainage to3233234284739999999999
    OtherM41005Intraoral incision/drainage to3933935245789999999999
    OtherM41006I&D sublingual:deep000101900
    OtherM41007Intraoral incision/drainage to76776792610199999999999
    OtherM41008Intraoral incision/drainage to764764101811219999999999
    OtherM41009Intraoral incision/drainage to892892104111469999999999
    OtherM41010Frenotomy-inc lingl0052958400
    OtherM41015I&D extraoral:sublng001084119300
    OtherM41016Extraoral Incision & Drainage881881116812859999999999
    OtherM41017Extraoral incision/drainage fl931931114612629999999999
    OtherM41018I&D extraoral:mastsp001339147200
    OtherM41100Biopsy tongue;anterior 2/33683684565039999999999
    OtherM41105Biopsy tongue;post 1/33783784494959999999999
    OtherM41108Biopsy floor of mouth3183184214629999999999
    OtherM41110Excision of Lession of Tougue4254255365889999999999
    OtherM41112Excision,ant 2/3 closoure7227228038849999999999
    OtherM41113Excision, post. 1/3 closure8708708959859999999999
    OtherM41114Exc les tong w/flap001618177900
    OtherM41115Frenectomy-exc lingl0064270700
    OtherM41116Excision, Lesion flloor Mouth79379395110449999999999
    OtherM41120Glossectomy ,1/2 tng003543389600
    OtherM41130Gloss/Hemigls-ectomy004236466000
    OtherM41135Gloss:prtl rad diss006603726600
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    OtherM41145Gloss:totl w/ rad di009041994600
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    OtherM41153Gloss:w/rsc w/sprdis007842862700
    OtherM41155Gloss:w/mand/rad dis00103701140600
    OtherM41250Repair laceration 2.5 cm/less4764766377009999999999
    OtherM41251Lac 2.5cm:1/3 tongue0076083600
    OtherM41252Repair Laceration Tongue,Floor907907113612499999999999
    OtherM41510SutureTng Micro-Doug001396153700
    OtherM41520Frenuloplasty7597598889779999999999
    OtherM41800Drainage abs,cy,hema0057963700
    OtherM41805Remov of Foreign body, soft ti3733734995499999999999
    OtherM41806Remov of Foreign body, bone5155156877569999999999
    OtherM41820Gingivectomy,excision gingiva6546547878669999999999
    OtherM41821Operculectomy,exc.pericoronal1611612152359999999999
    OtherM41822Excision of fibrous tuberositi4554556046669999999999
    OtherM41823Excision of osseous tuberositi805805103811439999999999
    OtherM41825Excision, alveolus closure4454455065569999999999
    OtherM41826Excision, alveolus closure6456457988779999999999
    OtherM41827Exc les dent,complex001101121100
    OtherM41828Excision hyperplastic alveo mu7817818399249999999999
    OtherM41830Alveol.Incl Curr. Of Osteitis7377378989879999999999
    OtherM41850Destruction of lesion,dentoalv3223224254729999999999
    OtherM41870Periodontal mucosal grafting80280298110789999999999
    OtherM41872Gingivoplasty,each quadrant901901100311049999999999
    OtherM41874Alveoplasty8158158158969999999999
    OtherM41899Unspecified proc., dentoalveol999999999999999999999999999999
    OtherM42000Drain abscess of palate3803804945449999999999
    OtherM42100Biopsy of palate, uvula3613614214629999999999
    OtherM42104Excision, palate4904905976589999999999
    OtherM42106Excision, palate closure6206207768549999999999
    OtherM42107Excision lesion platale w/loca13231323132314559999999999
    OtherM42120Resect palate/Les003322365700
    OtherM42140Uvulectomy000000
    OtherM42145Palatopharyngoplasty002781305900
    OtherM42160Destruction of lesion, palate5195196216829999999999
    OtherM42180Repair laceration palate up to5525527358089999999999
    OtherM42182Lac palate 2cm/compl00974107000
    OtherM42200Palatplsty s/h only004141455400
    OtherM42205Palatplsty w/clo rdg004429487300
    OtherM42210Palatoplasty cleft palate w/bo44674467505355599999999999
    OtherM42215Palatplsty:major rev003418376000
    OtherM42220Palatplsty:lngth pro002567282400
    OtherM42225Palatoplasty flap004053446000
    OtherM42226Palate,Pharyngeal Fp004250467500
    OtherM42227Palate w/IslandFlap004065447100
    OtherM42235Palate(ant)VomerFlap002985328300
    OtherM42260Nasolabial fist repr002568282500
    OtherM42280Max imprs palat pros0046451000
    OtherM42281Insertion of Obutrator0062969200
    OtherM42300I&D parotid simple0055961600
    OtherM42305I&D parotid complic001185130300
    OtherM42310Drain of absc.sub max or subli4054054394829999999999
    OtherM42320I&D submax extrnl0062568700
    OtherM42325Fistulization of subling. Sali00009999999999
    OtherM42326Fistuliz ran:w/proth000000
    OtherM42330Sumbandibular,sublingual or5375377157879999999999
    OtherM42335Sial'y:s-man/max,c,i001076118300
    OtherM42340Sialolith'my:partoid001541169400
    OtherM42400Biopsy salv gld:ndle0030533400
    OtherM42405Biopsy salv gld:inci0080388400
    OtherM42408Exc subling sal cyst001168128500
    OtherM42409Marsup slng sal cyst0085093400
    OtherM42410Ex paratid: w/o nrv002130234300
    OtherM42415Ex paratid:save nrv003815419600
    OtherM42420Exc parotid w pres nerve004340477500
    OtherM42425Exc parati:sacrf nrv003101341000
    OtherM42426Exc parotid tumor, total004866535300
    OtherM42440Exc submaxillary gld001825200700
    OtherM42450Exc sublingual gland001484163200
    OtherM42500Sialodochoplasty Sal001566172200
    OtherM42505Saliv'y dt,pl rpr:s.001981217800
    OtherM42507PAROTID SIALODUCLCHOPLASTY000000
    OtherM42508Parotid Duct Diversion000000
    OtherM42510Repair of savilary duct000000
    OtherM42600Salivary fistula,cls000000
    OtherM42650Dilation saliv. duct0023225500
    OtherM42700I&D Peritonsillar0052557800
    OtherM42720Incision/drain abs;intraoral951951117912979999999999
    OtherM42725I&D retro/para phary002235245900
    OtherM42800Biopsy: Oropharynx0043147400
    OtherM42808Exc les pharynx0074181600
    OtherM42809FB, rmv from pharynx000000
    OtherM42815Exc branchial cleft cyst be su000000
    OtherM42842Resection tonsil,tonsil pillar000000
    OtherM42844Resection of RMF w/buccal000000
    OtherM42845Resection RMF w/ other flap000000
    OtherM42894Resect phar wall w/microvascul000000
    OtherM42900Wound-Pharynx001245136900
    OtherM42950Pharyngoplasty000000
    OtherM42960Oroph-Hemorr,simple0052658000
    OtherM42961Oroph-Hemr,compl,IH001357149200
    OtherM42962Oroph-Hem,w/2nd surg001533168700
    OtherM42970Nas-Phar,Hem,simple001061116700
    OtherM43200Esophagoscopy000000
    OtherM43450Dilation of esophagus000000
    OtherM43458Esoph dil w bal000000
    OtherM43752Nasogastric tube placement000000
    OtherM60000Thyroglossal I & D00009999999999
    OtherM60100Bx thyroid per core needle000000
    OtherM60220TOT THYR LOBEC000000
    OtherM60271THYROIDECTOMY CERVICAL APPROAC000000
    OtherM60280Ex thytoglossal dux cyst000000
    OtherM61332Explo orbit transcrnl bx000000
    OtherM61500CRANECTOMY W/EXCISION OF BONE000000
    OtherM61557Craniotomy bifrontal bone flap000000
    OtherM61592ORBITOCRANIAL ZYGOMATIC APP000000
    OtherM62005Elevation of compound skull fx000000
    OtherM62140Cranioplasty; Skull, 5cm000000
    OtherM62141Crainoplasty 5cm diameter000000
    OtherM62143Replacement of bone flap/plate004429487300
    OtherM62147Cranioplastyw/atuogr000000
    OtherM64400Trigeminal Anesthesia3343343344339999999999
    OtherM64402Local, facial nerve0036540300
    OtherM64450Local Anesthesia000000
    OtherM64550Application of surface neurost606062689999999999
    OtherM64611Botox salivary gland000000
    OtherM64612BOTOX facial nerve muscle0024451500
    OtherM64716Neuropl'y:cranial nv002538279300
    OtherM64722Decompression;unspec. nerve00009999999999
    OtherM64738Trsct/Avulsn:nrv-ost001787196600
    OtherM64740Trnsc/Avulsn:lingual001514166700
    OtherM64864Suture fac'l:extcran003304363400
    OtherM64885Nerve Graft, head/Neck004576503500
    OtherM65000Eye and Ocular Adnexa00009999999999
    OtherM65110Exenteration of Orbit000000
    OtherM65210Remov fb from eyelid000000
    OtherM67405Orbitotomy w/drainage only000000
    OtherM67413Orbitotomy w/removal foreign b000000
    OtherM67500Retobulbar njx000000
    OtherM67700Blepharotomy, eyelid000000
    OtherM67715Canthotomy000000
    OtherM67875Temp closure of eyelids000000
    OtherM67880MEDICAN TARSORRHAPHY000000
    OtherM67900Brow Lift000000
    OtherM67914Repair of Extropion;suture00009999999999
    OtherM67916EXCISION OF TARSAL WEDGE000000
    OtherM67917Bleoharoptosis extensive000000
    OtherM67924Repair entropion extensive000000
    OtherM67961Excision/Repair eyelid w/margi000000
    OtherM68500Exc lacriminal gland000000
    OtherM68811Probing lacrimal duct w/anesth000000
    OtherM68815Dilation lacrimal puctum tube000000
    OtherM69000Evacuation of hematoma ear000000
    OtherM69005Drain ext ear hematoma simple000000
    OtherM69990Microsurgical techniques000000
    OtherM70000Diagnostic Radiology00009999999999
    OtherM70100Panogram, mandible333342459999999999
    OtherM70140Radiograph, facial bones1171171171299999999999
    OtherM70250Skull, less than 4 views434355629999999999
    OtherM70300Radiologic exam, teeth;single view141423239999999999
    OtherM70310Radiologic exam;teeth,partial141415199999999999
    OtherM70320Radiologic exam, complete, full mouth1301301301309999999999
    OtherM70328Radio,Exam,TMJ, open&clsd unil343443469999999999
    OtherM70330Radio.,Exam,TMJ,open&clsd bila434355629999999999
    OtherM70350Cephalogram,Orthodontic1281281281289999999999
    OtherM70355Orthopantogram (Panoramic)1101101101109999999999
    OtherM70380Radiology Exam. Salivary313139439999999999
    OtherM70486Cat MaxFac w/o contr0025127700
    OtherM76100Radiological exam, single plan2072072282499999999999
    OtherM76101Cross-sec. Oblique tomogram, i3063063123449999999999
    OtherM76140Radiology Consult83831101229999999999
    OtherM76175Duplicate Films0036369999999999
    OtherM763763D RNDR ICAT SCAN0033736900
    OtherM76449Duplication/records0088889999999999
    OtherM76999Unlisted Ultrasound Procedure00009999999999
    OtherM78300Bone and/or joint imaging00009999999999
    OtherM80000Pathologic Examination00009999999999
    OtherM87070Culture, bacterial, any other666687969999999999
    OtherM87072Cul. Or direct bacterial Iden.000000
    OtherM87205SMEAR,PRIMARY SOURCE W/INT.323240449999999999
    OtherM87210Culture,bacterial screening on85851762749999999999
    OtherM88304Surgical Path, Gross & Microsc1221221491659999999999
    OtherM88305Surgical Path., Gross & Micros2092092322559999999999
    OtherM88311Decalcification Procedure434355629999999999
    OtherM90000Evaluation and Management00009999999999
    OtherM90782IV sympathetic Blockade00009999999999
    OtherM90784Therapeutic/Diagnostic Injecti1271271342849999999999
    OtherM90792Therapeutic/Diagnostic Injecti00009999999999
    OtherM90830Review of Records727284859999999999
    OtherM90901Biofeedback676788979999999999
    OtherM91480Manipulation001351369999999999
    OtherM92502Otolaryng exam under anesthesi000000
    OtherM92511Endoscopy; larynx000000
    OtherM94762Noninvasive Pulse Oximetry (Overnight monitoring)757575759999999999
    OtherM95868Electromyography,bilateral00009999999999
    OtherM95999Unspecified neurological999999999999999999999999999999
    OtherM96360Iv infusion hydration000000
    OtherM96372Therapeutic Injection00586500
    OtherM96405Intralesional Chemotherapy12712712709999999999
    OtherM97026Infrared0049499999999999
    OtherM97032Application Of Modality To One454546509999999999
    OtherM97110Physical medicine treatment666666729999999999
    OtherM97139Unlisted procedure999999999999999999999999999999
    OtherM97140Manual Therapy0072729999999999
    OtherM97260Refrigerant Spray/Stretch0044559999999999
    OtherM97265Joint Mobilization0088889999999999
    OtherM97540Train/Daily Living001341349999999999
    OtherM97605Vac placement >50scm000000
    OtherM97606Wiound vac >50 sq cm000000
    OtherM97780Acupuncture001261269999999999
    OtherM97781Acupuncture (E.S.)001591599999999999
    OtherM97799Unlisted procedure999999999999999669999999999
    OtherM97810Initial Acupuncture Therapy (W/O) stim0072729999999999
    OtherM97811Acupuncture Therapy Addl 15 mins (W/O stim)0037379999999999
    OtherM97813Initial Acupuncture Therapy (W stim)0094949999999999
    OtherM97814Acupuncture Therapy Addl 15 mins (W/stim)0043439999999999
    OtherM99002Adjustment353537429999999999
    OtherM99024OV-Post OP585862689999999999
    OtherM99050OV-after hrs-basic service757575819999999999
    OtherM99058Office Emerg. Basis676788974242
    OtherM99070Supplies & Materials, Provided9999999999999999999900
    OtherM99141IVsedation 30 mins.000000
    OtherM99142Iv Sedation 15 minutes000000
    OtherM99143IV Sedation 30 minutes000000
    OtherM99144IV Sedation 30 minutes000000
    OtherM99145IV Sedation add'l 15 minutes000000
    OtherM99149SEDATION BY OTHER PHYSICIAN000000
    OtherM99150Mseda by other phy add 15 min000000
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    OtherM99213Office or outpatient visit1101101471627272
    OtherM99214Exam, Est. Pt. Ext.168168354354105105
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    OtherM99219Init Obsv-Mod Complx0032135200
    OtherM99220Init Obsv-High Cmplx0045750400
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    OtherM99232Subsequent hospital care1381381781969999999999
    OtherM99233Additional Hosp Care0026128500
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    OtherM99243Office consultation2552552553299999999999
    OtherM99244Comprehensive history consult3633633654769999999999
    OtherM99245Off Cons. New/Est 800042757800
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    Formulary and Best Practices Review Committee Forms Policy

    Subject: Class III – Clinical – H. Patient Administration

    Effective Date: 03/01/2023

    Reviewed and/or Revised: 02/24/2024, 02/28/2024, 07/31/2025, 12/04/2025, 2/11/2026

    Purpose

    The Formulary Committee reviews departmental requests for newer technologies/ products, Standard of Practice Guidelines, patient treatment and new devices/equipment used to teach and provide patient care and recommends/approves them if they are evidence-based. The committee recognizes the need to bridge the gap between research and clinical dental practice and recommends utilizing evidence-based clinical guidelines for best practice. The American Dental Association (ADA) defines the term “evidence-based dentistry (EBD),” as an approach to oral health care that requires the judicious integration of systematic assessments of clinically relevant scientific evidence, relating the patient’s oral and medical condition and history, with the dentist’s clinical expertise and the patient’s treatment needs and preferences.  This Committee will look at devices and materials.

    Policy and/or Procedure:

    This policy is to review clinic devices and materials. The request forms for the replacement and purchase of new and different items to replace current items are linked within this policy.  

    A faculty member would introduce the material, speak with the Program Director, and then their Department Chair would approve or disapprove. If approving, there must be justification for using this new material with an explanation as to why this material is superior to the materials currently being used. A cost analysis needs to be performed and noted on the form. The appropriate form is to be sent to the appropriate persons (see below) for approval. If the Formulary Committee approves, the Director of Medical Credentialing and Quality Assurance would notify the requesting Program Director, Department Chair and Director of CMS and/or School Store Manager.  

    Faculty training of the product/device submitted for approval must be done to show how the product will be implemented. The new materials and new products should be discussed at the Department meetings. These meetings need to record minutes.  

    If the product is a replacement, one of the requirements is to use the current item first. Faculty inform CMS/School Store who are responsible for checking inventory to assure the current item is used before ordering the new item.

    1. The necessary forms are as follows: 
    1. Formulary and Best Practices Review Committee Submission Form (DOC): The Formulary Committee utilizes a comprehensive request form that includes clinical indications, financial considerations, supporting scientific evidence, and justification for use within the institution. If the request is for a new product or device, the Formulary and Best Practices Review Committee Submission Form is to be used.

    This form also shows that we are using new material for educational purposes.  The instructions for completing the form are below.

    The Formulary Form includes the following mandatory fields:

    • Submitting Faculty/Staff:
    • Department/Program:
    • Is this a gift or donation? ______Yes ______No
    • Product/Device:
    • Justification: (Provide an evidence-based justification of the product/device using current literature)
    • Proposed Faculty Training 
    • Cost: (Explain the cost of the new product/device)
    • Replacement Information: If this item is replacing another currently used item, please specify.
    • Requester’s name, signature and title
    • Requester's Chairperson’s name and signature 

    The submitter forwards the completed and signed request form to the Director of Credentialing and Quality Assurance. The committee developed a process to streamline the procurement of materials and devices to address the need and urgency of these items throughout the academic year.  To expedite processing, the form is reviewed by the Executive Formulary Committee for approval. Once approved, the request is shared electronically with members of the Formulary Committee for final confirmation and acknowledgement.  

    If consensus is not reached, the submitter may be asked to attend the Formulary Committee meeting to present and discuss the request. The Formulary Committee meets two to three times annually with additional meetings scheduled on an ad-hoc basis.

    1. This is the first form that must be completed by the Faculty member, which is used to request using a new product or device.
      1. There must be justification for using this new material with an explanation as to why this material is superior to the materials being used. 
      2. A Cost Analysis must be included.   
      3. The Form and back up documentation is reviewed/approved and signed by the Faculty Provider’s Department Chairperson.  Once approved, it is sent to the Director of Medical Credentialing and Quality Assurance to be logged and sent to the Executive Formulary Committee.   
      4. The Executive Formulary Committee reviews the form to ensure it is clinically relevant and for any gift component or IT component. (NOTE: If replacing a current item, the inventory supply would be checked by the School Store Manager.) 
      5. If approved, the request is shared electronically with members of the Formulary Committee for final confirmation and acknowledgement.
    2.  Clinic Supplies not Currently Available from the School Store Form: If the product is a supply, a Clinic Supplies Not Currently Available from the School Store Form must be completed in addition to the Formulary and Best Practices Review Committee Submission Form when requesting the replacement of existing clinic supplies or materials, or when requesting new clinic supplies or materials. The process outlined above should be followed. 
      1. Formulary Form for Gifts Received: If gifts from a vendor, a Formulary and Best Practices Review Committee Submission Form must be completed and follow the above-mentioned process.

    Inactivation of Patient Account Procedure

    Subject: Class III – Clinical – H. Patient Administration

    Reviewed and/or Revised: 09/01/2017, 2/20/2024, 8/13/2025

    Policy and/or Procedure

    • Before inactivating a patient chart, the student must check axiUm to ensure that all fees have been paid, there are NO Unapproved items, Missing Treatment or Notes or In-Process treatment in the student's name. 
    • The student places an Inactivation Note in patient’s EHR with the reason for Inactivation and then swiped by G.P. Director.
    • The completed inactivation letter and signed chart must be brought to the Patient Care Coordinator to process the inactivation where they will update the Patient’s status before mailing out the inactivation letter as well as unassign the student. 

    Pediatric patients

    • All inactivations must be recorded in the patient's record and signed by a Pediatric Dentistry instructor.
    • Students will then complete an inactivation letter and bring it to a Patient Care Coordinator.
    • The student should inform the Patient Care Coordinator if a replacement is needed.
    • Any special requests for patient assignments should be made to the Predoctoral Pediatric Dentistry Director.

    Informed Consent Policy and Procedure

    Subject: Class III – Clinical – H. Patient Administration

    Department: Office of Information Technology

    Origination Date: July 16, 2013

    Effective Date: July 16, 2013

    Reviewed and/or Revised: 09/01/2017, 02/28/2024, 07/31/2025

    Purpose: The purpose of this policy is to ensure that no treatment is administered to a patient without complete disclosure or without signed authorization by the patient or patient's guardian.

    Definitions: Axium – School of Dentistry’s electronic patient record system.

    Approval - Approval is needed for the tasks mentioned. Click the Approve button Approve to complete Approval. If the user has forgotten to approve an item, follow the directions below.

    1. The Teal Box on the footer indicates something needs approval. Click the box to see what needs approval. Needs Approval
    2. The user may approve all of the items listed or approve each individually. Click the first Line Item that needs approval.
    3. Click the Approve button. Approve

    Notice all text is in Black. Remember the Teal and Blue = Approval Needed.

    Policy and/or Procedure: Providers will obtain written informed consent from patients (or patient's guardian) prior to treatment. Initial informed consent is obtained during patient registration and subsequently during the presentation of a treatment plan and when the proposed treatment is modified or when additional treatment is proposed.

    In order to follow the procedures below, the user must log into Axium with their specific username and password, or swipe card.

    To Enter an Informed Consent

    1. Select a patient.
      1. For faculty, students, and residents, the default start page is the Personal Planner.
      2. To search for a patient, click the Assigned Patients tab then the Search icon. (Magnifying glass). 
      3. Right click on the Item Line of your patient and click Select Patient.
      4. At this point, you have selected your patient. To ensure you have selected the correct patient, check if the patient’s name and chart number are on the footer bar.
    2. Click the Electronic Health Record module. 
    3. Click the Tx History tab. Tx History Tab-writing a progress Note
    4. Click the Add Patient Tx Consent button. (Button that looks like a clipboard to the right of the lower section of Treatment History screen).
    5. Click the ... Box button. Box button
    6. There are multiple types of consents: Day of Treatment Consent, Prosth Delivery Consent, Refusal of Recommended Tx, Treatment Plan Consent, Termination of Tx Release. Double-click one of the consent Line Items.
    7. Click the OK button. OK
    8. Click all the Treatment Line Items the consent is needed for. Note: the treatment must be approved.
    9. Click the OK button. OK
    10. Additional comments may be added in the free text field.
    11. Click the OK button. OK
    12. Notice that the form is automatically pre-populated with information from previous forms. After reviewing with the patient, click the Close button.
    13. Depending on the type of consent executed, specific signatures are needed. The signatures needed include the patient, witness, and/or faculty. Signatures are gained through the signature pad connected to the PC. The required signatures window will automatically open. The user must gain the required signatures now.
    14. If the patient/guardian is not fluent in English, Language Line translation and/or language competent student/faculty/staff must be used to obtain Informed Consent.

    Interpretation and Hearing

    Subject: Class III – Clinical – H. Patient Administration

    Department: Clinical Affairs

    Origination Date: February 21, 2024

    Effective Date: February 28, 2024

    Reviewed and/or Revised: 8/13/2025

    Interpretation and Hearing

    Language Line Machines  

    Language translation services are offered through LanguageLine for patients that request services. The LanguageLine machines are in the Patient Care Coordinator’s office. Residents and students can schedule a machine in advance of an appointment for service for the machine.

    THE HEARING AND SPEECH AGENCY (HASA)

    Interpreting Interpretation and Hearing Services 

    The Language Line machines are provided by LanguageLine Solutions. 

    LanguageLine services are provided to the students on a reserved basis. The Language Lines have American Sign Language for the hearing impaired, as well as 43 different languages accessible for the patients that require its services.  

    OSX/Urgent Care, Post grad clinics, Pediatric, Ortho clinics, and the Pre-Doc clinics on the 2nd and 3rd floors all have access to LanguageLine.  

    • The students in need of a LanguageLine machine MUST contact the PCCs at DL-Dental-GP PCC to reserve the machine for the 2nd & 3rd floor clinic. Students MUST put in their email, the day and time the LL is needed, as well as the GP they will be in.
    • Students MUST return the LanguageLine machine to the PCC office when they are finished with it. 
    • Students may NOT keep the LanguageLine machine out on the clinic floor in between 2 clinic sessions.

    Medical Assistance – Maryland Healthy Smiles Program

    Subject: Class III – Clinical – H. Patient Administration

    Effective Date: July 20, 2009

    Reviewed and/or Revised: 09/01/2017, 2/26/2024, 8/13/2025

    Purpose

    To recognize that the Dental School participates with the Maryland Healthy Smiles Program and to provide an overview of the program to students, staff, and faculty.

    Policy Statement

    The Dental School is a provider with the Maryland Healthy Smiles Program and as such accepts patients for treatment who are actively registered in the program. These patients may receive emergency or comprehensive dental care upon presentation of a valid Maryland Healthy Smiles Card.

    The eligible patient must present a valid Maryland Healthy Smiles card at each visit. At the time of registration, the Maryland Healthy Smiles card number will be verified and recorded. If the patient presents a valid card during the course of treatment, it is the provider's responsibility to take the card to the reception staff or business manager for proper documentation in Axium.

    The eligible patient is entitled to necessary dental care, excluding fixed prosthodontics, and cast gold procedure, as indicated in the treatment plan. Pit an fissure sealants are covered only for the occlusal surface of posterior permanent teeth that are without restorations or decay. Gold restorations, gold crowns, gold replacement appliances, and bridges are not covered service. Orthodontic service is considered on a case-by-case basis.

    Preauthorization is required for the following procedures:

    1. Removable prosthodontics
    2. Single crowns
    3. Rebasing full or partial dentures
    4. Periodontal therapy
    5. Athletic Mouth Guard, and
    6. Orthodontics

    Requests for preauthorization are completed prior to initialing treatment. Treatment may not be started on the above procedures until the approval has been received and notifications sent to the provider. Requests for orthodontics begin with the request to take ortho records. This authorization must be received before any treatment is initiated.

    Failure to comply with the above will delay treatment for your patients, since approvals may take up to two weeks. Performance of unauthorized care may result in withholding credit. Preauthorization requests are completed with MA staff. Orthodontic pre-authorizations are completed with MA staff or designated person.

    Other Third Party Payers – Dental Grant Programs Policy

    Subject: Class III – Clinical – H. Patient Administration

    Effective Date: July 20 2009

    Reviewed and/or Revised: 09/01/2017, 2/21/2024, 8/13/2025

    Purpose

    To ensure that patients with other third-party payers are given the proper and appropriate care at the time of their visit. Also, the formal estimate for dental care must be sent to the sponsoring agency. Also, all billing information must be sent within one fiscal year.

    Policy Statement

    From time-to-time patents are referred to the Dental School for care by outside agencies who are willing to accept financial responsibility for their care. The initial contact is usually made by an agency, social worker, or patient. A letter of confirmation or purchase order is received prior to the initial examination of the patient. The patient is not liable for fees at that time. 

    After assignment, a plan of treatment should be formulated with a formal estimate form the Business Office presented to the sponsoring agency. All therapy should cease until a confirming purchase order of letter of authorization is received designating to what extent the patient is being financially supported. The Business Office on a timely basis will bill the agency for service rendered. Most agencies request only one billing at the end of treatment. It is important that treatment is completed in one fiscal year as these purchase orders are only valid for that time and any service not completed must be preauthorized via the preceding process. Changes in treatment must be reported and approval received before additional services are delivered. Agencies will only pay for what is listed on the confirming order form. See Grant Specialist for a list of participating grants. 

    Patient Administration Policy – Dental Hygiene

    Subject: Class III – Clinical – H. Patient Administration

    Department: Endodontics, Prosthodontics, Periodontics: Dental Hygiene Program

    Subject: Patient Administration

    Origination Date: 7/18/13

    Effective Date: 7/18/13

    Reviewed and/or Revised: 09/01/2017, 12/22/2025

    Purpose: To expedite treatment and ensure timeliness of care.

    Policy and/or Procedure:

    Patient recruitment

    Dental hygiene students may recruit their own patients to receive dental hygiene-only services. All ‘hygiene only’ patients must have a dental home (primary care provider) who oversees care of the patient. Hygiene students must ensure that a G.P. Director examines and informs each patient about the limited nature of the treatment for patients in this category. Patients may later be assigned to a dental student for comprehensive care. Dental Students may recruit and screen their own patients and provide comprehensive care. If the ‘hygiene only’ patient does not have a dental home, s/he must first go through the dental school screening process prior to receiving dental hygiene services.

    Transfer

    Patients for comprehensive care may be transferred from one assigned student to another.

    • Dental Hygiene students may transfer patients to another dental hygiene or dental student.
    • The G.P. Director or the Dental Hygiene Faculty must approve transfers.
    • Director of Special Patient Clinic must approve special Patient Clinic transfers in the chart.
    • The individual advanced specialty education clinic will contact the patient about procedures for acceptance.
    • A patient may be referred to another student for a limited treatment.
    • The original student remains primarily responsible for the patient even though both students may now treat the patient concurrently. The second student should render only those services indicated in the referral entry.

    Inactivation

    Patient record archiving

    • When an adult patient has not returned to the School of Dentistry for a period of 18-months, the record will be purged from the System and forwarded to the State of Maryland Archives.
    • For a minor, the record will be retained in the system until the minor reaches age twenty-one or for two years after the last appointment, at which time the parent or legal guardian is notified of our intent to forward the record to the Archives and is given thirty days to advise us that he/she wishes for us to retain the record in the System until the minor reaches age twenty-one. After five years, records at the Archives are destroyed
    • Inactive records that exceed retention limits are purged on a biannual basis and are given an “archived” status in the AxiUm systems.
    • Archived records are sent to State of Maryland record storage facility in Jessup, where they are retained for a period of five years, after which time, they are destroyed.

    Radiographs taken outside the School of Dentistry require patient consent before they can be requested from the practitioner (patient consent should be noted in the chart). Patient consent form can be obtained from the Chart Room Supervisor.

    Patient Appointment Policy

    Subject: Clinical III. – H. Patient Administration

    Department: Clinic Administration

    Effective Date: 01/30/2023, 3/1/2024, 8/13/2025

    Policy and/or Procedure:

    Patients must be reachable by the Provider to schedule, confirm, and cancel/reschedule appointments. Arrangements must be agreed upon mutually at the intimation of the Patient-Provider Relationship.

    >48h/2 days before the appointment OR before the first Intiveo confirmation is made

    • Provider communicates with the patient to cancel and reschedule the appointment. 
    • Provider documents the communication in Contact Notes
    • Provider cancels the appointment in axiUm and indicates >48h reason code

    <48h/2 days before appointment AND after Intiveo confirmation has been made

    • Provider communicates with the patient to cancel and reschedule the appointment. 
    • Provider has response from patient via voice or message acknowledging cancelation and rescheduled appointment. 
    • Provider documents the communication in Contact Notes
    • Provider cancels the appointment in axiUm and indicates <48h reason code
    • The patient’s appointment should NOT be canceled unless there is confirmation that the patient received notice of the cancelation

    If the Provider does not have acknowledgement from the Patient:

    • Provider must present for the appointment in the SOD
      • If there is an emergency or conflict, the Provider must make arrangements for another provider to see the patient.
      • PCC and GP Director must be informed.

    Appointment Confirmation Policy

    • All patient appointments should be confirmed 48h in advance of the scheduled date and time. 
      • Automated process via Intiveo AND/OR communication between provider and patient. 
      • If the Provider cannot get in touch with the patient, they must still be present for the appointment and wait the appropriate amount of time (30 minutes) before failing the appointment.
        • They should cancel the appointment in axiUm and document the failed appointment as a general note which the faculty must approve.  

    Patient Care Finances Policy

    Subject: Class III – Clinical – H. Patient Administration

    Reviewed and/or Revised: 09/01/2017, 2/21/2024, 8/13/2025

    Purpose

    To inform the patient of their financial obligation should they obtain treatment

    Policy Statement

    • All treatment must be paid in full at each treatment appointment unless a Patient Financial Agreement or other arrangements have been approved.
    • An emergency patient without immediate funds will be treated only with an instructor's written authorization in the record.
    • If dental insurance, third-party coverage, or other prepaid financing covers the patient, procedures requiring preauthorization approval must be obtained before treatment is initiated.
    • Dental students are responsible for collecting the full fee and informing each patient about payment procedures.
    • Elective treatment may be discontinued, at the direction of the G.P. Manager, for patients whose balance is unpaid or overdue for 60 days or more.

    Patient Check In and Out Policy and Procedure

    Subject: Class III – Clinical – H. Patient Administration

    Policy Reviewed and/or Revised: 09/01/2017, 2/20/2024, 8/13/2025

    Policy Statement

    To ensure that all patients who present with an appointment for the day are checked into and checked out of the system.

    Purpose

    To ensure that all patients who present with an appointment for the day are checked into and checked out of the system at the conclusion of their visit.

    Policy and/or Procedure

    Patient Check In:

    1. The patient is greeted by the Front Desk Staff.
      1. Front Desk Staff verifies that the Patient is presenting to the correct clinic.
        1. If patient is presenting to the correct clinic, proceed to number 2.
        2. If patient presents to the incorrect clinic and is unsure as to which clinic to present to, via scheduler, locate the “correct” clinic for the patient’s appointment and assist the patient with reporting to the “correct” clinic.

          Note: The treating clinic is to check- in the patient. If it is a Pre-doctoral Student seeing a patient in the Endodontics Clinic, the Pre-doctoral Clinic is to check-in the patient.

    2. The appropriate Front Desk Clinic Staff will check the Patient into the Axium System from:
      1. Scheduler (insert document)

        Note: Rolodex (insert document) is only to be used in the Screening Department, new patients that are not currently in Axium and for any unscheduled or walk in appointments. Checking the patient in by using Rolodex will show patient as being checked in for all appointments scheduled for that day.

      2. Patient may be added as a new patient (take to registering a new patient link)
        1. In the scheduling database, the receptionist right clicks on the patient’s name and chooses “check- in“. This turns the patient’s name to “red”, which alerts the provider their patient has arrived and is in the waiting area.
        2. To check a patient in from Rolodex:
          1. Locate the patient via Rolodex.
          2. Double click on today’s scheduled appointment. This will take you to scheduler.
          3. In the scheduling database, the receptionist right clicks on the patient’s name and chooses “check- in“. This turns the patient’s name to “red”, which alerts the provider their patient has arrived and is in the waiting area.
        3. Front Desk Staff confirms Patient’s personal information such as:
          1. Address
          2. Phone number
          3. Insurance information
        4. Front Desk Staff are responsible for correcting any changes noted.
        5. Front Desk Staff will check the patient’s financial account status, advise patient of any balance due and to please request to remit payment via cash, check or credit card.
        6. Patients with balances over 60 days old, may be put in contact with a Business Manager or Patient Account Specialist to make payment arrangements.
    3. The provider or assistant greets the patient and walks the patient back to the clinic for services to be rendered.
    4. The patient is seated.
    5. In Axium, the provider right clicks onto the patient’s name and selects ”patient seated”, which turns the patient’s name from red to black.
    6. Receptionist is to monitor the waiting area to ensure that all patients have been assisted and their providers are aware they are waiting (via check in).

    Patient Check Out:

    1. Prior to dismissing a patient, an Axium treatment code must be entered and approved by Faculty as appropriate.
    2. The Patient is escorted back to the Reception Desk to be checked out of Axium.
    3. Front Desk Staff will review treatment transactions and requests payment as appropriate.
    4. The Front Desk Staff will right click onto that patient’s name, chooses “check out”, which turns name from black to gray, signifying that all dental and financial transactions have been completed.
    5. The next appointment is scheduled (if applicable). Note: This may be done at the Reception Desk or at the chair by the Student/Resident depending on the guidelines for that clinic.
    6. Patient is directed to parking self-validation machine, if needed, and dismissed.

    Patient Complaints and Grievances Procedure

    Subject: III. Clinical – H. Patient Administration

    Effective Date: 7/28/15 

    Reviewed and/or Revised: 08/26/2015, 09/11/2016, 05/26/2017, 09/01/2017, 12/17/2018, 04/18/2019, 02/28/2024, 01/30/2025, 07/31/2025

    Definitions:

    Complaint: A written or oral expression that indicates a dispute with the Dental School or a Dental School Policy.

    Grievance: Refers to a verbal or written statement by the Patient that expresses dissatisfaction with some aspect of service(s) received that the Patient wants to resolve, which has not been resolved between Student, Resident, Faculty, Staff and Patient

    Policy and/or Procedure:

    1. Complaints/Grievances regarding non-treatment issues which involve staff/faculty behavior/professionalism may be forwarded to the employee's supervisor or to the Director, Medical Credentialing and Quality Assurance. When received by either the Director of Medical Credentialing and Quality Assurance or the employee’s supervisor, it will be coordinated with the Faculty who handles complaints and GP/Program Directors with a copy to HR. The employee will be notified by the supervisor and appropriate actions taken.
    2. Complaints/grievances are usually communicated to the Faculty who handles complaints and the GP/Program Director. Complaints/grievances of a confidential nature may be communicated directly to the GP/Program Director or to the Director, Medical Credentialing and Quality Assurance, which will be sent to the Faculty who handles complaints and the GP/Program Director for resolution.
    3. A notice is visible in the reception area giving the phone number that Patients can call inviting them to share their experience and/or register a complaint/grievance. This number is for the Patient Care Coordinator who will refer them to the appropriate GP/Program Director.
    4. GP/Program Directors will assist with resolving the issue before it becomes a formal complaint.
    5. If the GP/Program Director cannot resolve patient’s issues at hand, the GP/Program Director notifies the appropriate Faculty member who handles complaints, Department Chairman via email with a copy to the Business/Office Manager and the Director, Medical Credentialing and Quality Assurance. Complaints regarding Faculty or Students will be given to the Department Chairman with copies to the Director, Medical Credentialing and Quality Assurance and the GP Director/Program Director. Complaints regarding Staff persons will be sent to Faculty member who handles complaints with a copy to the GP/Program Directors for resolution with a copy to HR and the Director, Medical Credentialing and Quality Assurance. A written acknowledgement will be sent by the Director, Medical Credentialing and Quality Assurance, and a phone call to the patient may be made by the Faculty member who handles complaints. The Faculty member who handles complaints will review the patient’s file with the GP/Program Directors, and advise the students/residents.
    6. If the complaint/grievance involves a business matter, then it is sent to the Business/Office Manager to take action by the Faculty Member/GP/Program Director, with a copy to the Director, Medical Credentialing and Quality Assurance. Once the complaint reaches the Director, Medical Credentialing and Quality Assurance, the Director, Medical Credentialing and Quality Assurance logs the complaint and/or grievance. The complainant may leave a verbal complaint but will be requested to send the complaint in writing via USPS, email or fax to the Director, Medical Credentialing and Quality Assurance. Information to be logged would include date received, date complaint is acknowledged, patient name, confirm address in system, Axium ID number, phone number, email address, description of complaint/grievance, resolution requested by patient, action taken to resolve, date resolved. Data is to be gathered for QA purposes and reported to the QA Committee by the Director, Medical Credentialing and Quality Assurance.
    7. Once the complaint/grievance reaches the Director, Medical Credentialing and Quality Assurance, it will be logged in (as per section 6) and reviewed by the Faculty member handling complaints and the GP/Program Director. The Faculty member handling complaints using the gathered information he/she received directly from the patient’s record, providers, discussions with Students, Residents, Staff, and Faculty who were involved with treating the patient, will develop and write a resolution letter to the patient regarding the complaint/grievance with a copy to all necessary parties. Resolution letters may not be written for less complex complaints. These less complex complaints are resolved verbally with the patient. If a financial adjustment to the patient’s account is to be performed, the Faculty member handling complaints and/or the Director, Medical Credentialing and Quality Assurance, will notify the Senior Business Manager of Business Operations so they may ensure that the financial adjustment has been made to the patient’s account. Clinic Business Manager(s) will complete financial adjustments according to policy and procedure. 
    8. The Faculty member handling the complaints and the GP/Program Directors will notify the Director, Medical Credentialing and Quality Assurance of all actions toward resolution as they are completed and give copies of documentation to that effect. All actions taken toward resolution will be given to the Director, Medical Credentialing and Quality Assurance by the Faculty member handling complaints and the GP/Program Director who will add a copy of resolution letter to the Patient’s Record.
    9. If a patient is not satisfied with the resolution, they may appeal the resolution. The Faculty member handling complaints will review the complaint/grievance and resolution with the Associate Dean of Clinical Affairs. The Associate Dean of Clinical Affairs will consider the information that has been reviewed and any new information that may have been presented (including additional review with UMSOD personnel). The Associate Dean of Clinical Affairs will either support the original resolution, modify the resolution, or propose a new resolution. The decision of all appeals will be in writing.
    10. Patients may appeal the decision of the Associate Dean of Clinical Affairs to the UMSOD Dean. The UMSOD Dean will confer with the Associate Dean of Clinical Affairs to determine if additional review is warranted. The UMSOD Dean will review pertinent documentation as listed in #7 above and other information associated with the complaint and render a decision to support or propose an alternative resolution. 
    11. Patient complaints received from external agencies are to be sent to the Director of Credentialing and Quality Assurance with a copy to the Clinical Affairs’ Program Management Specialist.  If a copy of the patient’s record is requested, Clinical Affairs will make this request and coordinate a copy of the records to be sent to the external requesting agency/company. The record copy is reviewed by the Director of Clinical Operations prior to records being sent to the external agency/company. 

    Patient Records Policy

    Subject: III. Clinical – H. Patient Administration

    Policy/Procedure: Patient Records Policy

    Effective Date: 8/19/13

    Reviewed and/or Revised: 09/01/2016, 09/01/2017, 2/24/2024, 8/13/2025

    Policy and/or Procedure:

    • All current patient records are maintained by the IT Department via Axium, Romexis and INFINITT. Pre EPR records can be ordered from storage.
    • The patient EPR is the official document for patient history, provision of care, and documentation of patient progress. As such, it is critical that all entries be accurate and current. The EPR is designed to confirm the most recent criteria for standards of care.
    • Patient disposition notations and provider changes are noted in the EPR.
    • Referral notes are made in the EPR.
    • Patients have access to complete and current information about their dental conditions.
    • The EPR will include all diagnostic and treatment services provided by UMSOD.
    • Upon receipt of a written request from a patient or parent/guardian and payment of a reasonable fee, the record and radiographs will be duplicated and provided by the Medical Records Supervisor (Room 5201).
    • Patient records are the property of the UMSOD.
    • When a record request is made by an attorney or through a court ordered subpoena or by the Board of Dental Examiners, the subpoena is sent to Clinical Affairs to the attention of Director, Medical Credentialing and Quality Assurance to be logged and coordinated. Records are reviewed by Faculty prior to forwarding.

    Only members of the Clinic Administration are authorized to correct EPR errors in patient records. Errors corrected may include entries made into wrong EPR charts, duplicate entries, and blank EPR forms.

    • Records must be handled in full compliance with HIPAA regulations.
    • Recourse for non-compliance is academic counseling.

    Patient Records – Entering Treatment into Axium

    Subject: Class III – Clinical – H. Patient Administration

    Reviewed and/or Revised: 09/01/2017, 8/18/2025

    Purpose

    Support policies: Patient Care Finances, Record treatment planned and/or delivered

    Policy and/or Procedure

    1. For treatment as planned performed by student providers

    1. Student opens screen
    2. Student selects planned treatment
    3. Student changes status from planned to "In process" or "Complete"
    4. Faculty swipes-approves to complete

    Definition of Successful Execution

    This procedure step has concluded successfully when Faculty swipe-approves deleted treatment and completed treatment

    Definition of Successful Execution

    This procedure step has concluded successfully when Faculty swipes-approves to complete

    3. For treatment with minor change performed by student providers

    1. Student opens screen
    2. Student selects planned treatment
    3. Student deletes planned treatment
    4. Student adds new treatment
    5. Faculty swipe-approves deleted treatment and completed treatment

    Definition of Successful Execution

    This procedure step has concluded successfully when Faculty swipe-approves deleted treatment and completed treatment

    4. For new treatment performed by student Treatment Planning.

    5. To Delete treatment performed by student providers

    1. Student opens screen
    2. Student selects treatment
    3. Student deletes treatment
    4. Faculty swipe-approves deleted treatment

    Definition of Successful Execution

    This procedure step has concluded successfully when Faculty swipe-approves deleted treatment

    To All Students/Residents/Faculty:

    The Dental School is taking an important step in moving towards more complete and accurate chart notes.

    Specifying Faculty supervisor name: 

    All residents and student providers are required to select the name of the “Covering Faculty” for all procedures on the “Visit Form” or “Template notes”. Resident and student providers may select additional faculty on the “Visit Form” only. Covering faculty selections must be reflective of the faculty coverage duties on the progress note entry date. For faculty performing a procedure, they may select their own name. 

    Notes can be created in several ways:

    1. Note manually typed freehand via Template Notes

    Select Tx History tab

    Tx History Tab

    1. Click on the “add a new note” symbol (second green PLUS sign)
    2. A box will pop up; click on the square next to CODE
    3. The dropdown list of type of template notes to select from will appear

    Clinical Note Codes List

    “General Note” or “SOAP/ATEN Note”

    To enter the note, click on {*Required} which will bring up

    Template Note- Patient

    Clinical Note Codes List

    Enlarged Template Note-Patient

    Click on Covering Faculty {*Required}, type first character of last name then select from the dropdown list of faculty.

    2. Note via multi-disciplinary VISIT form.

    1. Appointment Provider must add the form. Go to Forms tab , click on “add a new record” icon
    2. An “Add Form” box will pop up; click on the dropdown list in “Form” and select the “VISIT Form ” and hit “ok”
    3. This “Visit Form” is a fill-in-the-blank / dropdown multidisciplinary question set that automatically creates a progress note. After the form is reviewed and approved, the progress note is added to the patient’s chart under the Tx History tab.

      **A Built in option for addendum and/or corrections to this note is available when you scroll down to the bottom of the Visit Form.

    For additional information and an online demo of the complete process for creating a progress note using the VISIT form, access “Visit Form Progress Note” via Axium Links

    3. Treatments and visit notes must be completed and approved by midnight of the day after the treatment appointment. 

    Thank you for your anticipated cooperation!

    Patient Records – Progress Notes

    Subject: III. Clinical - H. Patient Administration

    Effective Date: 06/07/2016

    Reviewed and/or Revised: 09/01/2017, 8/28/2025, 2/04/2026

    All residents and student providers are required to select the name of the “Covering Faculty” for all procedures on the “Visit Form” or “Template Note”. Resident and student providers may select additional faculty on the “Visit Form” only. Covering faculty selections must be reflective of the faculty coverage duties on the Progress Note entry date. For Faculty performing a procedure, they may select their own name.

    Notes can be created in several ways:

    1. Note manually typed freehand via Template Notes

    Select Tx History tab

    Tx History Tab

    1. Click on the “add a new note” symbol (second green PLUS sign)
    2. A box will pop up; click on the square next to CODE
    3. This will give the dropdown list of type of template notes to select from

    Template Note- Patient

    Clinical Note Codes List

    If you wish to enter your chart note free-hand click on “General Note” or “SOAP/ATEN Note”

    To enter the note, click on {*Required} which will bring up a box to type in your chart note

    Enlarged Template Note-Patient

    Click on Covering Faculty {*Required}, type first character of last name then select from the dropdown list of faculty.

    2. Note via multi-disciplinary VISIT form.

    1. Appointment Provider must add the form. Go to Forms tab, click on “add a new record” icon
    2. An “Add Form” box will pop up; click on the dropdown list in “Form” and select the “VISIT Form” and hit “ok”
    3. This “Visit Form” is a fill-in-the-blank / dropdown multidisciplinary question set that automatically creates a progress note. After the form is reviewed and approved, the progress note is added to the patient’s chart under the Tx History tab. Pink highlighted areas are required to be filled out in order to complete the form. Entering the Covering Faculty is one of the areas that is required in order to complete this note successfully.

      **A Built-in option for addendum and/or corrections to this note is available when you scroll down to the bottom of the Visit Form.

    For additional information and an online demo of the complete process for creating a progress note using the VISIT form, access “Visit Form Progress Note” via Axium Links.

    3. Notes must be completed and approved by midnight of the day following the treatment.

    Patient Treatment Redo’s – Patient Complaint Policy

    Subject: III. Clinical - H. Patient Administration

    Department: Clinical Affairs

    Reviewed and/or Revised: 09/01/2017, 3/01/2024, 8/13/2025

    Purpose: Addressing deficient dental care.

    Policy and/or Procedure:

    From time to time it becomes necessary to redo, repair, modify or replace failed or failing dental treatment. If the treatment under consideration was inadequate upon placement, or if it failed shortly after placement, the UMSOD may decide to modify, replace, or repair it at a reduced fee or at no charge to the patient. In such cases, the faculty involved will prepare an adjustment form stating the problem, the recommended corrective measures, and recommended fee adjustments.  

    Patients shall be told the situation is being referred for faculty review to consider corrective measures, however, no one should mention any specific remedy to the patient at this time. If the recommendations of the Faculty handling complaints are accepted by the patient, treatment may begin. If results are not accepted by the patient, the patient will have the right to file a formal complaint for further review.

    This policy applies in the UG and PG clinics. In the Undergraduate (UG) Clinics the GP Directors should sign the adjustment forms.

    If the amount of the adjustment is over $1500, the adjustment form will be presented to the Director, Medical Credentialing and Quality Assurance who will submit it to the Associate Dean of Clinical Affairs for review, appropriate approval, or modification. 

    Patients Accompanied by Non-Patients and/or Minors While in Dental Operatories or Surgical Areas

    Subject: Class III – Clinical – H. Patient Administration

    Department: Oral Surgery

    Effective Date: 9/13/13

    Reviewed and/or Revised: 09/01/2017, 8/13/2025, 3/25/2026 

    Purpose: Accompanied and/or Unaccompanied Children in Clinical Areas

    Policy and/or Procedure:

    For privacy and safety reasons, only the patient scheduled for dental treatment is permitted in the dental operatory during the delivery of care. However, if extenuating circumstances warrant, a clinical faculty member may determine that an individual other than the scheduled patient may also be present in the dental operatory during treatment. Relatives, friends, and children accompanying scheduled patients should wait in the reception area. Children under the age of 12 cannot wait in the reception area unsupervised. UMB School of Dentistry faculty, staff, residents, or students are not responsible for the welfare or supervision of unaccompanied children in the reception area.

    Phone Calls Processing Procedure: a. Office of Attorney General and; b. Patient Calls

    Subject: III. Clinical - H. Patient Administration

    Effective Date: July 2016

    Reviewed and/or Revised: 05/26/2017, 09/01/2017, 8/15/2025, 12/4/2025

    Office of the Attorney General (OAG) phone calls:

    • All Office of the Attorney General (OAG) phone calls are to come thru the Director of Medical Credentialing and Quality Assurance and sent to 410-706-7306.
    • The patient or the Office of Attorney General’s Office may also leave a voicemail message which will be acknowledged by email or letter. They will also receive a phone call within 24-business day hours from the Director of Medical Credentialing & Quality Assurance or the Faculty who handles complaints. It would be helpful if the OAG office left the times they would be able to receive a phone call back and their email address.

    Patient Complaint Calls:

    The protocol in place for patient complaint phone calls to be handled in a most efficient manner and also for legal and liability purposes is as follows:

    • All patient complaint phone calls are to come thru the Director of Medical Credentialing and Quality Assurance and sent to 410-706-7306, or they may email their complaint to: emarkwitz@umaryland.edu.
    • The patient may also leave a voicemail message which will be acknowledged by email or letter. They will also receive a phone call within 24-business day hours from the Director of Medical Credentialing or the Faculty who handles complaints. It would be helpful if the patient left the times they would be able to receive a phone call back and their email address.
    • When a patient leaves a voicemail message, they will be sent an acknowledgement email, usually within 24-business hours, or a letter via Federal Express, usually the same day, so they receive it the next business day.
    • The patient will be informed of the protocol and requested to put the complaint in writing and email it to: emarkwitz@umaryland.edu or UMSOD, 650 W. Baltimore St., Suite 5201, Baltimore, MD 21201 to Director of Medical Credentialing and Quality Assurance’s attention.
    • The Director of Medical Credentialing & Quality Assurance will log the complaint.
    • An acknowledgment email will be sent to the complainant.
    • The Director of Medical Credentialing and Quality Assurance will refer the complaint and information to the appropriate Faculty who handles complaints with copies to providers and/or staff as necessary to provide further information for resolution.
    • The Faculty who handles complaints will review the information with Faculty, providers and staff and contact the patient via a phone call(s). A letter with a resolution will be sent to the patient when the complaint is resolved.
    • If the patient is appealing or still not satisfied with the resolution provided, the complaint would again come thru the Director of Medical Credentialing and Quality Assurance who would log it as an Appeal. Appeals would be sent to the Associate Dean for Clinical Affairs for further consideration and/or resolution. A letter and/or email of the decision would be sent to the patient.

    Policy For Treating Patients Under the Influence of Alcohol and or Drugs (including marijuana/cannabis)

    Subject: III. Clinical – H. Patient Administration

    Effective Date: 09/14/2022

    Reviewed and/or Revised: 09/14/2022, 1/28/2024, 8/13/2025, 11/19/2025

    Policy and/or Procedure:

    Patients who are under the influence of alcohol and/or drugs (including marijuana/cannabis) are incapable of providing Informed Consent. Therefore, unless it is a life-threatening emergency; dental treatment at the UMSOD should be deferred until the patient is no longer under the influence of alcohol and/or drugs (including marijuana/cannabis) and the patient is capable of providing Informed Consent.

    UMB/UMSOD Policy For Known or Suspected Monkeypox Cases: August 2022

    First priority is to prevent exposure of employees or patients!

    • Immediately Isolate patient to dental chair
    • Keep patient seated
    • Patient should wear a mask and cover all skin lesions, as much as possible
    • Anyone with contact should don gown, gloves, face shield, and N95 or equivalent respirator
    • Provide medical consultation including stressing the importance of prompt follow-up with a physician, and dismiss patient ASAP
    • Immediately contact the Baltimore City Health Department (BCHD) or Maryland State Department of Health (MDH) to report the case, including providing patient contact information
    • BCHD: (410) 396-4436, or after hours: (410) 396-3100
    • MDH: (410) 767-6700, or after hours: (410) 795-7365
    • CDC: (770) 488-7100, if additional clinical guidance is needed CDC: (770) 488-7100, if additional clinical guidance is needed
    • Do not take samples of lesions or make direct skin contact as part of the physical exam
    • Contact 410-328-2637 or UMBOccupationalHealth@som.umaryland.edu for additional assistance, including to discuss any potential exposure concerns
    • Once patient leaves the operatory/clinic, consult EHS for proper decontamination protocols (410-706-7055 from 8-4 M-F, otherwise 410-706-6665). Per EHS instructions, perform surface disinfection to all operatory surfaces and dispose of all PPE, including gowns, in the special medical waste containers surfaces
    • More information on waste management can be found here: Infection Prevention and Control of Monkeypox in Healthcare Settings
    • For those working in UMMS sites, please follow UMMS guidance

    Policy on Photography Recording and Videotaping in the UMSOD Clinics

    Subject: III. Clinical - H. Patient Administration

    Department: Clinical Affairs

    Effective Date: 02/13/2024

    Reviewed and/or Revised: 8/13/2025, 2/18/2026

    Policy and/or Procedure:

    To protect patient, faculty, staff and student/resident privacy; the UMSOD prohibits any form of photography, recording, and/or videotaping by patients and/or visitors in the clinic spaces or during dental treatment.

    Prescriptions - Oral and Maxillofacial Surgery Residents

    Subject: III. Clinical - H. Patient Administration

    Department: Clinical Affairs

    Effective Date: 05/01/2015

    Reviewed and/or Revised: 09/01/2017, 8/13/2025

    Policy and/or Procedure:

    • OMFS Residents may only write prescriptions under the DEA of the medical center for patients of the UMMC hospital.
    • OMFS residents may not use the DEA provided by the medical center to write prescriptions for patients seen at the UMSOD Dental clinics.
    • OMFS residents may only prescribe while in the UMSOD Dental clinics if they are a licensed Maryland Dentist with their own DEA, CDS, and NPI number.
    • While in the UMSOD Dental clinics, the OMFS residents must obtain all prescriptions for the patients they are treating in the Dental School from the faculty that are overseeing the clinic at that time. The OMFS resident will present the patients’ medical history and the procedure that has been performed on their patient as well as the medication, dose and regimen that they wish to prescribe to their patient. The Dental Faculty will then write and sign the prescription and document this in the Dental Axium chart.

    Purging and Destruction of Patient’s Paper Medical/Dental Chart Records

    Subject: III. Clinical - H. Patient Administration

    Department: Clinical Affairs

    Origination Date: 01/01/2014

    Effective Date: 01/09/2014

    Reviewed and/or Revised: 09/01/2017, 2/29/2024, 8/13/2025

    Purpose: Guidelines for purging and destruction of patient’s paper medical/dental chart records.

    Policy and/or Procedure:

    All medical/dental chart records, laboratory, X-ray reports or photographs about and regarding patients may not be destroyed for 5 years after the last report has been made.

    In the case of a Minor Patient, all medical/dental chart records, laboratory, X-ray reports or photographs about and regarding patients who are a minor may not be destroyed until the patient attains the age of majority (21 years old) plus 3 years or 5 years after the last record or report is made, whichever is later.

    A letter sent by first class mail to the last known address of the patient’s parent or guardian shall be sent informing them of the intent to destroy the records unless advised in writing within 30 days of notification. If after 30 days from the mailing of the letter there is no response or if the letter is returned with no forwarding address, then the record will be destroyed.

    Receiving Direct Payment for Services (Cash, Check, Charge or Debit Card)

    Subject: III. Clinical - H. Patient Administration

    Reviewed and/or Revised: 09/01/2017, 2/24/2024, 8/13/2025, 3/16/2026

    Purpose

    The purpose of this procedure is to manage direct payments for services rendered to patients.

    Policy and/or Procedure

    1. Patients make payments for services using a debit card, credit card, or check. Cash payments are only accepted at the Shady Grove clinics.  
    2. The Receptionist records the payment received in the system. 
    3. The Receptionist provides a receipt to the patient. 

    Referring a Patient to Secondary Provider Procedure

    Subject: III. Clinical - H. Patient Administration

    Department: Clinical Affairs

    Effective Date: 08/19/2013

    Reviewed and/or Revised: 09/01/2017, 8/18/2025

    Purpose: Support Patient Administration Policy

    Policy and/or Procedure

    This procedure does not apply to residents.  In an emergent situation outside scope of student provider capability: 

    • Valuates status of patient and makes recommendation  
    • Documents recommendation in patient progress note  
    • Referral form completed by student provider and approved by faculty in EHR.  
    • Advise student provider to escort the patient to the specialty clinic and/or place appropriate notes in EHR Medical health history to be approved by faculty. 
    • Make arrangement for patient to be seen, may be performed by Patient Care Coordinator (PCC) 

    Assigning a student provider as a secondary provider. 

    • Student provider consults General Practice Director (GP Director) or Assistant GP Director. 
    • GP Director or Assistant GP Director documents decision for limited care by a "secondary student provider." 
    • Student provider obtains Request for Patient Referral form and notes specific service being referred. 
    • GP Director or Assistant GP Director approval needed.  
    • PCC Notified by student provider after approval obtained.  
    • PCC adds a provider assignment box of axiUm with a comment noting that the additional student provider is a secondary provider. 

    Refresh Button for Patient Records

    Subject: Clinical III. – H. Patient Administration

    Department: Clinical

    Effective Date: 11/20/18

    Reviewed and/or Revised: 12/12/18, 2/20/2024, 8/13/2025

    In order to ensure patient records are up-to-date with the most recent patient information in Axium for a records release, please do the following going forward for EVERY patient after EVERY prescription is written:

    1. Select Patient in AxiUm.
    2. Click on the E.H.R.
    3. Go to Medications tab.
    4. Click the REFRESH button

    Image of Refresh button procedure for records release

    Note: The Faculty member or Student must click the refresh button to ensure that all prescription and allergy data goes back into Axium. This action should be performed routinely by all Faculty and Students and is especially important when using a mobile app to prescribe medications. Please know that after a prescription is written and approved in iPrescribe, the iPrescribe mobile app doesn’t “sync” the information back into Axium. Hence, the need for the refresh button. 

    Please let the Sr. Business Manager of Business Operations know if you have any issues accessing this feature or send a help ticket to sodhelp@umaryland.edu.

    Requesting Adjustment of Patient Account Procedures

    Subject: III. Clinical - H. Patient Administration

    Reviewed and/or Revised: 09/01/2017, 2/24/2024, 8/13/2025

    Purpose

    To adjust patient’s account that may include but not limited to: to be in compliance with financial contracts, to provide an act of good will toward patient.

    Policy and/or Procedure

    Obtain rationale for the adjustment to include but not limited to:

    • Redo- Depending on rationale, an outcome assessment form may need to be completed and signed by appropriate faculty member. Form is then given to accounting clerk to perform adjustment to patient’s account.
    • Contractual Agreement - If form is not needed, i.e., due to a contractual agreement, accounting clerk adjusts the patient’s account to be in accordance with the contractual agreement.
    • Overdue Account - If patient’s account has a balance that is overdue by 120+ days, the account is adjusted to zero balance. The account is forwarded to the State Central Collection Agency.
    • Patient Courtesy – Depending on circumstance, a patient courtesy may be extended as a good will gesture.

    Requesting Duplication of Patient Records

    Subject: III. Clinical – H. Patient Administration

    Effective Date: 8/19/13

    Reviewed and/or Revised: 09/01/2016, 09/01/2017, 2/28/2024, 8/13/2025

    Upon receipt of a written request and signed authorization from a patient or parent/guardian and payment of a reasonable fee, the record and radiographs will be duplicated and provided by the Medical Records Supervisor (Room 5204).

    • If paper chart record is offsite, Medical Records Supervisor requests chart record from archive location.  Note: This may take approximately 4 days to receive.
    • Once chart record is received, x-rays may be sent to be scanned.
    • Once x-rays are scanned, they are duplicated.  
    • Requestor is notified to pick up record or it can be mailed.

    Note: If patient brought x-rays into the Dental School and is requesting them back, the Chartroom Supervisor scans x-rays and places scanned copy in the patient’s chart record.

    • Patient records are the property of the UMSOD.
    • When a record request is made by an attorney or through a court ordered subpoena or by the Board of Dental Examiners, the subpoena is sent to the Director of Medical Credentialing and Quality Assurance to coordinate, and records are reviewed by Faculty prior to forwarding.

    Requests for Discounted or Free CBCTs Policy

    Subject: Clinical III. – H. Patient Administration

    Department: Oncology and Diagnostic Sciences

    Origination Date: 04/30/2024

    Effective Date: 04/30/2024, 8/26/2025

    Purpose: Define the write-off process for CBCT radiographs  

    • Radiology cannot adjust or write off fees for other departments.  
    • If programs determine that a CBCT should be offered at a reduced fee or no charge, the program will have to provide the funding source to cover the expense. 

    Terminating Dental Provider - Patient Relationship Policy and Procedure

    Subject: III. Clinical – H. Patient Administration

    Department: Clinical Affairs

    Origination Date: 1/1/2009

    Effective Date: 1/1/09

    Reviewed and/or Revised: 07/01/2016, 05/08/2017, 09/01/2017, 04/17/2019, 2/28/2024, 8/13/2025

    Purpose: Follow proper procedure to terminate the dental provider-patient relationship ensuring that abandonment of patients does not occur. Faculty and Clinic Administration will ensure that the decision to terminate a dental provider-patient relationship is appropriate and/or necessary, and that patients are properly advised of the decision.

    Definitions: Abandonment – termination of a professional relationship between dentist and patient at an unreasonable time and without giving the patient sufficient opportunity to find an equally qualified replacement

    Policy and/or Procedure:

    Once a dental provider-patient relationship is established, a dentist is under an ethical and legal obligation to provide services as long as the patient needs them. There may be times, however, when you may no longer be able to reliably provide care. It may be that:

    The patient is:

    • Not compliant with policies or procedures
    • Unreasonably demanding with treatment or clinic policies
    • Threatening and/or abusive to the dental provider and/or staff
    • Not paying bill(s) for dental services rendered
    • Taking legal action against the dental provider, contributing to the breakdown of the dental provider-patient relationship
    • Unwilling to accept treatment recommendations

    Or the dental provider is:

    • Relocating
    • Retiring
    • Limiting practice
    • Or there is an unanticipated termination by a managed care plan and/or employer

      Regardless of the situation, to avoid a claim of “patient abandonment”, a dental provider must follow appropriate steps to terminate the patient-dentist relationship.

    Terminating the relationship should be the last resort and except in extreme cases should occur only after advising and warning the patient that continued behavior will result in termination. These advisories and warnings must be documented in the patient’s chart. The dental provider-patient relationship will only be terminated if the supervising faculty agrees with and approves of this action. Faculty approval must also be documented in the patient's record.

    Hallmarks of proper procedure are reasonable notice of intent to terminate and adequate time for patient to find alternate care before termination takes effect. The following is the procedure when terminating dental provider-patient relationship:

    1. Provide written notice of termination of relationship (see letter template below).
    2. Mail letter certified mail return receipt requested or via Federal Express/overnight mail.
    3. Specify effective date of termination (Note: patient may be treated in Urgent Care Clinic for emergency or urgent treatment until termination date).
    4. Advise patient in letter of any unfinished treatment, the need for continued care, and the risk of not continuing current and future dental treatment.
    5. Provide adequate time for patient to find another provider (30 days). Patient can obtain emergency or urgent care treatment if needed for 30 days.
    6. Assist patient to transfer care to another provider.
    7. Provide the Maryland State Dental Association 410-964-2880 as a resource for patient to identify another provider.
    8. Provide a copy of dental record to new provider upon request (with patient signed authorization.
    9. Document in patient’s chart record and scan copy of notification letter.
    10. Place office code DNR on patient’s account.
    11. Advise the clinic Director, Program Director, and the Associate Dean of Clinical Affairs.
    • Other References may be: UMB Police
    • Recourse for non-compliance: Academic Counseling; Suspension of Clinical Privileges

    Sample Termination of Care Letter:

    Date

    name

    address

    address

    Dear name:

    The purpose of this letter is to inform you that the University of Maryland, School of Dentistry, has decided that we must terminate our dental provider-patient relationship with you due to (EXPLAIN REASON). Effective immediately, the School of Dentistry will not begin any new dental treatment.

    As of the date of this letter, there are (DESCRIBE TREATMENTS THAT HAVE BEGUN AND EXPLAIN THAT THEY NEED TO BE COMPLETED). We will complete those treatments if you are willing to do so. You will be financially responsible for all treatment that is completed and will be charged accordingly.

    For the next thirty days, the School of Dentistry will remain available to you to provide emergency treatment only through the Urgent Care Clinic. Please phone (410) 706-2716 to arrange an emergency appointment.

    It is recommended that you identify a new dentist as soon as possible to continue your dental care. Failure to continue with care could result in a worsening of your oral condition, including possible pain, infection, swelling and/or tooth loss. If you need assistance in selecting another dental provider, you may wish to contact the Maryland State Dental Association at (410) 964-2880.

    At your request, we will forward a copy of your dental record to your next provider. Attached please find a Records Request Form for your convenience and for you to complete if you would like a copy of your dental record forwarded.

    Thank you for your past confidence and for allowing the University of Maryland, School of Dentistry to treat your dental needs.

    Sincerely,

    (Patient Care Coordinator, Director, Program Director, Director of Clinic Operations, Ombudsman, Associate Dean of Clinical Affairs)

    Transferring Patients to Residents and Diamond Scholars in AEGD Clinic

    Subject: III. Clinical – H. Patient Administration

    Effective Date: 8/5/15

    Reviewed and/or Revised: 09/01/2017, 2/29/2024, 8/13/2025

    Purpose: To outline the process of transferring patients from one class of residents and diamond scholars to the next class. This system was developed to ease the transition of patient care and minimize lapses in care. 

    Policy and/or Procedure:

    AEGD: Pathway for Patients Transferred to AEGD Resident or Diamond Scholar

     
    1. All patients are assigned to their primary residents or diamond scholar provider 
    2. Any patient on recall and/or not in active treatment are assigned to our staff hygienist as their primary provider. This prevents losing track of patients who belong to the AEGD clinic.  
    3. All patients are transferred and assigned from one resident to another at the beginning of the postgraduate academic year. 
    4. In June, the incoming class receive their axium provider numbers (R-number) 
    5. During orientation, we hold a patient familiarity session during which new residents have a one-to-one meeting with the graduating provider. During the meeting providers are expected to discuss their schedules for the next month as well as review assigned patient needs and pending treatment.  
    6. An axium report outlining all “in-process” laboratory cases is printed and provided to the new providers upon matriculation in the program.  
    7. The Diamond scholars have an earlier graduation time compared to residents. They are unassigned from patients, and their patient cohort goes to the “needs list” and stored on axium,. Once the new Diamond Scholars are selected, the patients are re-assigned to the new Diamond Scholar providers.  
    8. As part of the program check out process, all providers are required to enter a transfer note on the patient axium record for any patient with completed care or pending needs. The note contains details pertaining to the progress of the patient treatment.  
    9. The business office initiates the chart checkout as early as Spring. Transfer notes are reviewed and approved by the business manager and Treatment coordinator. At that time, if a new provider is available for re-assignment, the patient becomes reassigned. If no new provider is available for the reassignment, then the patient is allocated on the “needs list” on axium and becomes re-assigned at the beginning of the academic year when new providers are available.  
    10. The transfer process cannot be initiated for providers with pending clinical administrative duties, such as in-process treatment or unapproved notes or forms. 

    Treatment Planning Policy – Predoctoral Clinic

    Subject: III. Clinical – H. Patient Administration

    Origination Date: 6/1/08

    Reviewed and/or Revised: 09/01/2017, 8/15/2025, 2/04/2026

    Purpose: Ensure accurate diagnostic data is compiled in order to develop an appropriate treatment plan.

    Definitions: TPW- Treatment Plan Work up, TPU-Transfer Patient Update, TXP-Treatment Plan Presentation 

    Policy and/or Procedure:

    Accurate diagnostic data gathered and recorded are essential for developing a patient’s treatment plan. During the treatment plan work up appointment (TPW) information the following information is collected and  is entered into the Electronic Health Record (EHR): 

    • Medical History and Exams form 
      • Medical History 
      • Dental History 
      • Extraoral Intraoral Exam (EOE/IOE) 
      • Occlusal Exam/TMD 
      • Periodontal Exam 
    • Periodontal Chart 
    • Periodontal Diagnosis and Treatment Plan 
    • Caries Risk Assessment Form 
    • Radiographic Exam 
    • Additional discipline-based forms as applicable to the patient’s needs. 

    Diagnostic Models, appropriate radiographs, and intraoral images need to be obtained. Individual patients may require additional information including but not limited to medical consults, laboratory results, and in some cases legal authorization to treat. If you have questions, consult faculty to make sure all necessary data/information has been obtained. This information is the basis for decision-making and formulating a treatment plan for the patient. 

    Treatment plan presentations (TXP) include an in-depth faculty review of the student’s findings and radiographs from the treatment plan workup (TPW) appointment. The patient is evaluated clinically to confirm all findings. All treatment plan options are presented to determine the most appropriate course of treatment. Finances related to the proposed treatment are reviewed.  

    Treatment plan updates (TPU) are for patients of record that are transferred from a previous student provider. Appropriate updates are made in the Electronic Health Record (EHR) including updated periodontal charting, updated radiographic exam based on risk and clinical presentation. Once this is completed, the faculty reviews the findings and confirms existing planned treatment as well as any additional needed treatment.  

    Note: Treatment plans require the patient’s signature. Faculty verification is documented through the electronic approval in axiUm (“swiping” treatment from planned unapproved to planned approved) Additional signatures (witness/student and appropriate faculty is required for certain procedures “Day of Consent” and for certain third-party insurance coverage (Medicaid).  

    Failure to obtain signatures signifies a lack of fully informed consent. Since this is such an important issue, such failure will result in an N or a U grade in professionalism for that session. Repeated offenses may result in generation of a counseling report.  

    Recourse for non-compliance: 

    1. Student may receive an N or U grade for both Professionalism and/or the Clinical Procedure on their daily grading form in Axium. An N or U grade in Professionalism will negatively impact their grade in Comprehensive Care and Patient Management 538 and/or 548. 
    2. Academic Counseling Report will be generated that may lead to Dean’s counseling, suspension from clinic, or judicial board review.

    Laws, Regulations, Standards, etc. that must be observed:

    Treatment Planning Procedure

    Subject: III. Clinical – H. Patient Administration

    Effective Date: 8/19/13

    Reviewed and/or Revised: 09/01/2017, 12/08/2025

    Purpose: Accurate diagnostic data gathered and recorded are essential for developing a patient’s treatment plan. During the treatment plan work up appointment (TPW) information is entered into the Electronic Health Record (EHR), including the Caries Risk Assessment, Periodontal Charting, EOE/IOE, TP Primer, TMD/occlusion, Treatment History, Medical History, Dental History, and other discipline-based forms. Diagnostic Models, appropriate radiographs, and Intraoral Images need to be obtained on the patient. Individual patients may require additional information including but not limited to medical consults, laboratory results, and in some cases legal authorization to treat. If you have questions, consult faculty to make sure all necessary data/information has been attained. This information is the basis for decision making and writing a treatment plan for the patient.

    Definitions: 

    • TPW: Treatment Plan Work up
    • TXP: Treatment Plan Presentation
    • TPU: Treatment plan up-date

    Pre-Requisite:

    Students must be unconditionally advanced to the third year, including passing the TXPL 528 course to perform TPW and TXP independently. Generally, a screening appointment precedes the TPW appointment. If the patient’s case is straight forward and time allows, the initial appointment with the patient may include screening procedures, data collection, and a treatment plan presentation. The patient will be assigned to a primary student provider, as well as a secondary student provider for co-therapy at the initial appointment.

    Part I – 1st appointment with patient

    Treatment Plan Work Up (TPW):

    1. Seat patient; Review medical history; Obtain BP and pulse
    2. Get a start from faculty member. Inform the faculty member of any significant medical history and the procedure(s) you plan to perform today.
    3. Complete hard tissue exam and periodontal exam, charting all findings to the odontogram.
    4. Evaluate Radiographs and obtain assistance to take images of additional radiographs that may be needed. Chart all radiographic findings to the odontogram.
    5. Obtain diagnostic impressions and bite registration as needed.
    6. Take intraoral pictures when appropriate.
    7. Write any necessary medical consultation if not already completed at screening appointment.

    Part II

    Preparation for Treatment Plan Presentation

    Review and organize all data - systematically arrive at diagnoses, prognoses, contingencies, etc.

    1. Complete the TxPlan module for complex treatment plans that include multiple Definitive Phase options. 
    2. Phase and sequence the plan of treatment using this feature in axiUm. 
    3. Confirm appointment with patient 24-48 hours in advance. 
    4. Cancellations, changes, etc. must be entered in the chart. 
    5. Be prepared to discuss alternative treatment plans. 

    Part III Treatment Plan Presentation

    1. Have the electronic record, mounted models, radiographs, oral images, instruments and patient positioned.
    2. Greet and seat patient.
    3. Introduce instructor to patient.
    4. Review medical history; obtain BP and pulse.
    5. Get a “start” from a faculty member. Inform the Faculty member of any significant medical history and the procedure(s) you plan to perform today. 
    6. GP Director or Assistant GP Director are the only faculty that are calibrated to cover a TXP.
    7. Present findings in EHR including caries risk assessment, periodontal charting, EOE/IOE, TP Primer, TMD/occlusion, treatment history, medical history, dental history, and other discipline-based forms. Faculty and the student will review radiographs, intraoral images, and mounted diagnostic casts. 
    8. Faculty member to examine the patient.
    9. Consultation from specialties as needed.
    10. Finalize the treatment plan and obtain an approval swipe of planned treatment from the supervising faculty.
    11. Obtain informed treatment consent (TP-CON) from the patient, which includes having patient sign the treatment plan.
    12. Inform the patient of all costs of treatment, and escort patient to the business manager for further discussion of payment options.

    Note:

    Treatment plans must include the patient, student and appropriate faculty consent signatures before treatment services are rendered. Failure to obtain signatures implies that there is no informed consent. Since this is such an important issue, such failure will result in an N or a U grade in professionalism for that session. Repeated offenses may result in generation of a counseling report. 

    Procedure is successful when all parties have signed the treatment plan, and the patient has been given a copy of the signed treatment plan that has been entered into Axium.

    Recourse for non-compliance:

    1. Student may receive an N or U grade for both Professionalism and/or the Clinical Procedure on their daily grading form in Axium. An N or U grade in Professionalism will negatively impact their grade in Comprehensive Care and Patient Management 538 and/or 548. 
    2. Academic Counseling Report will be generated that may lead to Dean’s counseling, suspension from clinic, or judicial board review

    UMFDSP Food and Business Meals Expense Policy

    Subject: III. Clinical – H. Patient Administration

    Effective Date: February 1, 2014

    Reviewed and/or Revised: 09/01/2017, 2/24/2024, 8/13/2025

    Purpose: To describe and provide some examples of allowable and unallowable business meal reimbursements and food purchases using UMB funds in order to meet:

    1. Maryland General Accounting Division requirements
    2. Internal Revenue Code accountable plan requirements
    3. Federal cost regulations under OMB Circular A-21

    Policy and/or Procedure:

    Section VIII - 99.00 (A) Food and Business Meals Expense

    Functional Area of the VP-In-Charge:

    Administration & Finance

    Contact:

    Disbursements Manager, Financial Services

    410-706-2931

    Required By:

    State of Maryland General Accounting Division Guidelines

    Policy is:

    Revision of A&F Policy 3332

    Policy Statement:

    Expenditures for food must be in accordance with State requirements, reasonable, necessary, and part of a documented bona fide business function of the University of Maryland, Baltimore (UMB). Expenditures must not be for events considered to be routine meetings, gatherings that are primarily social in nature, or purchase of alcoholic beverages. Within these guidelines, the local hosting of an event and purchase of food/catering services or business meals in support of UMB business may be allowable use of UMB funds.

    Department approvers have the right to reject all or part of the reimbursement requests at their discretion.

    Allowable Expenses:

    Using UMB funds to pay for business meals or food/catering services may be appropriate in the following circumstances:

    1. Interviews of an applicant (and the applicant’s spouse, if invited) for employment by official UMB host(s) for positions of Faculty, Department Heads, Directors, Deans, Vice Presidents and President.
    2. Meals with prospective students.
    3. Meals for visiting scholars and faculty.
    4. Meals for distinguished guest speakers/lecturers.
    5. Meetings with business leaders outside UMB for the purpose of developing student interaction, future contributions to programs, or developing business relationships benefitting UMB.
    6. Meetings with colleagues from other universities to discuss university research, instruction, administrative functions, etc.
    7. Business meals where external consultants are participating in official UMB business.
    8. Conferences, convocations, symposiums and other special events which are on behalf of or substantially involve personnel not employed by UMB.
    9. Events where participant fees are collected to offset the food cost (e.g., a conference).
    10. UMB-wide events coordinated through the Office of Communications and Public Affairs to promote or further UMB’s mission (e.g., commemoration of Dr. Martin Luther King Jr. during Black History Month).
    11. Student events and student related functions (note- postdoctoral fellows, residents, and trainees are not students).
    12. Food or meals for activities that are specified as allowable charges under a grant or contract.
    13. Donor cultivation events.
    14. Employee-only full or half-day workshops, seminars, conferences, retreats, etc., where the event overlaps routine meal times.
    15. UMB-wide employee awards/appreciation events coordinated through the Department of Human Resource Services (within UMB University Operations).
    16. Meals during unusual hours or at unusual places of work for employee groups performing required UMB services (e.g. weekend meetings or emergency-related activities).
    17. Meetings with affiliates for three or more hours where the offices of the attendees are more than 5 miles apart.

    Unallowable Expenses:

    Business meals or food/catering services are not appropriate in the following circumstances:

    1. Personal meals among UMB employees.
    2. Routine (see definitions) meetings among UMB employees (e.g. faculty and/or staff meetings).
    3. Meals during general discussion meetings among employees.
    4. Costs associated with social functions or activities such as (but not limited to) birthday parties, holiday parties, retirement parties, Administrative Professional’s Day events, etc.
    5. Expenses for food that are subsequently reimbursed by the UMB Foundation or any affiliated entity.
    6. Purchase of alcoholic beverages (including related tax and tip).
    7. Functions where one or more students are present but the primary purpose of the meeting is not student related.
    8. Other expenses not listed under allowable expenses.

    Dollar Limitation Guidelines:

    The following guidelines are provided to assist faculty and staff in determining what food costs are reasonable within the broad array of events and situations that arise in the course of campus business.

    1. Individuals must apply a prudent and reasonable approach to business meals. The reasonableness of an expense depends upon many relevant factors, including the business purpose of the event and the location. The maximum amount of expense allowable for business and catered meals for one person in one day (including tax and tip) is one and one half (1 ½) times the maximum per diem rate set by the federal government (US General Services Administration). Refreshment or snack expenses are set at the breakfast rate. Click the following link for the current Business Meal Rates.
    2. Departments have the authority to limit or prohibit reimbursement or payments based on availability of funds, availability of lower cost alternatives, specific requirements of funding sources, or reasonableness. Established meal rates are maximums and should not be considered entitlements.
    3. Amounts in excess of these guidelines may be permitted based upon circumstances including location. Expenditures that exceed these guidelines must be justified by the department and approved in writing by the President or his/her designee.

    Applies to:

    All UMB Personnel and Affiliates

    Definitions and Terms:

    Affiliated Entity - An entity that has a relationship with UMB authorized by the Board of Regents or by law, e.g., faculty practice plan organizations, UMB Foundation and other affiliated foundations, recognized incorporated alumni associations, affiliated business entities, the University of Maryland Medical System/University of Maryland Medical Center, and other University System of Maryland institutions.

    Business Meal- A meal, generally occurring off campus, involving one or more non-UMB employees where the business purpose for the expense is clearly identified.

    Employees- Includes all UMB employees (staff, faculty, residents, and postdoctoral fellows; regular, contingent I and contingent II), trainees, and employees of Affiliated Entities.

    Food/Catering Services- The purchase of meals or refreshments served on UMB property or at an off-campus location for a group of people.

    IRS Accountable Plan- An accountable plan is a method for reimbursing employees for business expenses that complies with IRS regulations. If the IRS rules for an accountable plan are maintained, reimbursement paid to employees is not required to be treated as taxable income.

    Routine - In the context of frequency or types of meetings- a meeting is routine when it is regularly scheduled or recurring on a periodic basis (i.e. weekly, bi-weekly, monthly, quarterly, annually, etc.) for the same group of people.

    UMB funds – All funds administered by UMB, regardless of fund source. UMB funds include State Appropriations, Auxiliary funds, Revolving/Discretionary funds, Designated Research Initiative Funds, Contracts or Grants, and Other Restricted funds.

    Scope:

    This policy applies to all food and business meal purchases with UMB funds. The requirements stated in this policy apply when reimbursement or payment is being requested directly from UMB. The policy also applies when reimbursement or payment is being requested from an affiliated entity and subsequently reimbursed by UMB.

    Limitations:

    1. This policy does not apply to food/meal purchases during travel that are covered under UMB Policy VIII-11.00 (A) – UMB Policy on Travel.
    2. This policy does not apply to personal meal purchases related to employee relocations.
    3. This policy does not apply to food that is purchased for resale by UMB (e.g. Donaldson Brown Center).

    Responsibilities:

    The UMB employee responsible for an event or meal involving food cost reimbursement must:

    Submit all appropriate supporting documentation for food purchase or meal reimbursement.

    Ensure that all food purchases and meal reimbursements are appropriate and in compliance with campus policy and Financial Services procedures.

    Obtain appropriate approvals for food or meal reimbursements.

    The Department of Financial Services under the direction of the Chief Administrative and Finance Officer (CAFO) is responsible for establishing procedures to promote compliance with this policy and adhere to IRS accountable plan requirements.

    Employees who improperly submit and approvers who improperly authorize the use of UMB funds may be subject to disciplinary action. Purchases for food using UMB funds that are not in accordance with this policy must be reimbursed to UMB from external funds (e.g., Foundation funds or personal funds).

    Exceptions:

    Exceptions to this policy must be approved in writing by the CAFO. All requests should be in the form of a memo to the CAFO signed by the Dean/Vice President or the Dean/Vice President’s designee (e.g., an appropriate Associate Dean or Associate Vice President).

    Attachments:

    See UMB A&F Financial Services Standard Operating Procedure No. 3332 - Food and Business Meals Expense

    Policy Effective: February 1, 2014

    Verifying Medicaid Eligibility Procedure (Paying for Services: Medicaid (Title 19))

    Subject: III. Clinical – H. Patient Administration

    Reviewed and/or Revised: 09/01/2017, 2/26/2024, 8/13/2025

    Purpose: The purpose of this procedure is to assure proper payment for care rendered to individuals who claim Medicaid eligibility

    Policy and/or Procedure

    • Present a valid M.A. card performed by patient
    • Verify and record verification (point to website and telephone number) performed by first contact personnel
    • Check for coverage of planned procedure performed by first contact personnel

    Verifying Patient Account Status Procedure

    Subject: III. Clinical – H. Patient Administration

    Reviewed and/or Revised: 09/01/2017, 8/15/2025, 1/09/2026

    Purpose

    The purpose of this procedure is to provide high-quality care to patients in alignment with the School of Dentistry business standards.

    Policy and/or Procedure

    Student reviews AxiUm "Transaction Screen", and "Patient Care" to assure account status: performed by student, and occasionally under the supervision of their business manager.   

    Steps

    • Account no more than 60 days overdue  
    • Patient owes no more than $150  
    • Patient has paid the cost of care not covered by insurance  
    • Grant has not expired (check date)  
    • Grant does not exceed cost of care delivered  

    Writing a Prescription Procedure

    Subject: III. Clinical – H. Patient Administration

    Effective Date: 9/20/15

    Reviewed and/or Revised: 06/04/2016, 05/25/2017, 09/01/2017, 1/28/2024, 8/13/2025

    Purpose: Support Policy Prescription Control System

    Policy and/or Procedure:

    1. Student/resident discusses with faculty need for prescription medication for patient
    2. Credentialed/licensed faculty assesses need for medication
    3. Student/resident informs faculty of what prescription they want to prescribe with name of medication, dose, instructions for taking medication, the # to dispense, the number of refills, and any other notes needed.
    4. Faculty gives verbal authorization to student to create prescription
    5. After reviewing the patient's medication history and medication allergies, the student/resident fills out prescription in Axium under the medications tab by launching eRx using the plus sign (+).
    6. Credentialed Faculty review the medications, allergies, and prescription(s) set up by the student or resident. Then, faculty enter their Signature Password and click the send button in eRx. For EPCS medications, faculty must enter their Signature Password and EPCS Signing Passphrase to approve the prescription. 
    7. Student /resident makes an entry on the progress notes in patient record regarding the prescription written
    8. Credentialed faculty swipes approval for progress note entry in patient record

    Writing a Progress Note Procedure

    Subject: III. Clinical – H. Patient Administration

    Department: Clinical Affairs - General Dentistry

    Effective Date: 8/19/13

    Reviewed and/or Revised: 06/04/2016, 05/25/2017, 09/01/2017, 2/04/2026

    Purpose: Assure content and format of progress note entries in the patient record are consistent across all provider groups

    Policy and/or Procedure:

    Definitions:

    Axium: School of Dentistry’s electronic patient record system.

    Approval: Approval is needed for the tasks mentioned. Click the Approve button to complete Approval. If the user has forgotten to approve an item, follow the directions below.

    Policy and/or Procedure: To follow the procedures below, the user must log into Axium with their specific username and password.

    Progress Note:

    • Health history review/update 
    • Chief concern (CC) of the patient at that visit (if any) 
    • History of present illness (HPI) 
    • Appointment specific diagnosis(es) 
    • Details of treatment provided
      • Region/teeth/soft tissue treated 
      • Medications administered 
      • Medications prescribed 
      • Materials used 
      • Imaging (radiographic, digital, photographic) 
      • Findings during the procedure/appointment 
      • Prognosis 
      • Expected outcome 
    • Patient behavior during the appointment 
    • Plans for the next visit 

    Faculty and resident providers have the option of using a General Progress Note or SOAP template note in the TxHistory tab OR the Visit Form template in the Forms tab of the EHR. 

    Current instructions on how to add a General Note or a Visit Form are in the LINKS menu of axiUm. 

    I. Patient Care

    Antibiotic Prophylaxis Prior to Dental Procedures

    Subject: III. Clinical – I. Patient Care

    Department: Clinical

    Origination Date: 5/2007

    Effective Date: 04/01/2025

    Reviewed and/or Revised: 08/2007, 09/01/2017, 2/08/2024, 07/09/2025, 11/25/2025, 2/13/2026

    Purpose

    To prevent infective endocarditis (IE) or prosthetic joint infections (PJIs) in select high-risk individuals undergoing dental procedures known to cause bacteremia.

    Policy & Procedure

    I. Purpose
    To prevent infective endocarditis (IE) or prosthetic joint infections (PJIs) in select high-risk individuals undergoing dental procedures known to cause bacteremia.

    II. General Guidelines as per the AHA 2021 and ADA 2023 guidelines

    Antibiotic prophylaxis is not recommended for most patients undergoing dental procedures. 

    It is only indicated for patients at highest risk of adverse outcomes from infective endocarditis or immunocompromised.

    The use of an antiseptic mouth rinse before invasive dental procedures is not necessary or beneficial.

    III. Indications for Prophylaxis
    Antibiotic prophylaxis is recommended only for patients with the following cardiac conditions before invasive dental procedures (i.e., involving manipulation of gingival tissue, periapical region of teeth, or perforation of oral mucosa, refer to table below)

    • Prosthetic cardiac valve or prosthetic material used for valve repair
    • History of infective endocarditis
    • Congenital heart disease (CHD) as follows:
      • Unrepaired cyanotic CHD (including palliative shunts/conduits)
      • Completely repaired CHD with prosthetic material during the first 6 months
      • Repaired CHD with residual defects at/adjacent to prosthetic site.
      • Cardiac transplant recipients who develop valvulopathy

    IV. Dental Procedures Requiring vs. Not Requiring Antibiotic Prophylaxis (Cardiac Risk Patients)

    Procedures Requiring Prophylaxis Procedures NOT Requiring Prophylaxis
    Tooth extractions Routine anesthetic injections (non-intraligamentary)
    Periodontal procedures (e.g., surgery, scaling/root planing) Dental radiographs
    Dental implant placement
    Placement/removal of prosthodontic/orthodontic appliances
    Intraligamentary local anesthesia injections
    Adjustment of orthodontic appliances
      Shedding of deciduous teeth
      Bleeding from trauma to lips/oral mucosa

    V. Prosthetic Joints

    • Routine antibiotic prophylaxis is not recommended for patients with prosthetic joints (including hip/knee replacements), regardless of risk factors. It does not reduce their risk of developing prosthetic joint infections (PJIs) but may result in adverse drug reactions (e.g., Clostridioides difficile infection) and promote the development of antibiotic resistance.
    • Temporomandibular Joint replacements (TMJR)- Antibiotic prophylaxis for procedures involving the dentition post- TMJR is unnecessary, providing sufficient time for healing has occurred, with exceptions made only when clinically appropriate (e.g. infected third molars in close proximity to the ramus component with possibility of direct contamination during surgical removal, severely immunocompromised patient and history of previous joint infections)
    PDF Appropriate Use Criteria for Management of Patients with Orthopedic Implants Undergoing Dental Procedures. 2016 

    Adapted from: Appropriate Use Criteria for Management of Patients with Orthopedic Implants Undergoing Dental Procedures. 2016.

    VI. Recommended Regimens

    Administer 30–60 minutes before the procedure.

    Patient Type Agent  Dose  Route   Notes
     Adults (no allergy)  Amoxicillin  2 g  Oral  
     Children (no allergy)  Amoxicillin  50 mg/kg  Oral  
     Penicillin-allergic (adults)  Clindamycin  600 mg  Oral  
       Azithromycin/Clarithromycin  500 mg  Oral  
     Penicillin-allergic (children)  Clindamycin  20 mg/kg  Oral  
       Azithromycin/Clarithromycin  15 mg/kg  Oral  
     If oral meds can't be taken  Ampicillin, Cefazolin, or Ceftriaxone  Refer to guidelines  IV/IM  Avoid in penicillin-allergic patients due to cross-
    reactivity

    If oral meds can't be taken, IV/IM options include ampicillin, cefazolin, or ceftriaxone (except in penicillin-allergic patients due to cross-reactivity risk).

    VII. Documentation

    • Clearly document the medical indication for prophylaxis in the patient chart.
    • Confirm the dose, timing, and route used.
    • If in doubt, consult the patient’s cardiologist or medical provider.

    VIII. References

    1. American Heart Association (AHA), 2021 Scientific Statement
    2. American Dental Association (ADA) Clinical Practice Guidelines, 2023
    3. Wilson W. et al. "Prevention of Infective Endocarditis." Circulation. 2021
    4. ADA Council on Scientific Affairs. "Antibiotic Prophylaxis for Dental Patients with Prosthetic Joints." JADA. 2023
    5. M. Gadd, R.O. Elledge, Dental prophylaxis and alloplastic temporomandibular joint replacement (TMJR): time for a consensus? British Journal of Oral & Maxillofacial Surgery (2025), doi: https:// doi.org/10.1016/j.bjoms.2025.04.001
    6. Paumier, T. M., Lockhart, P. B., Springer, B., & Thornhill, M. H. (2026). What dentists need to know about new guidelines for the treatment of patients with prosthetic joints. Journal of the American Dental Association, 157(2), 118–120.

    Anticoagulant Therapy Guidelines for Dental Procedures

    Subject: III. Clinical – I. Patient Care

    Department: Clinical

    Origination Date: 5/2007

    Effective Date: 04/01/2025

    Reviewed and/or Revised: 08/2007, 09/01/2017, 07/09/2025, 1/05/2026, 2/02/2026

    Policy & Procedure

    Purpose

    To provide standardized guidelines for managing patients on anticoagulant or antiplatelet therapy undergoing dental procedures, minimizing the risk of bleeding while preventing thromboembolic events.

    • To assess and reduce the risk of severe/excess bleeding during dental procedures. 
    • To assess the risk of serious medical complications  
    • To provide guidance for dental faculty, residents, and students

    II. General Guidelines from the AAOMS & ADA 2025

    The decision to hold Oral Antiplatelets/Anticoagulants is based on overall bleeding risk, whereas the decision by the patient’s cardiologist to bridge with parenteral agents is based on thromboembolic risk. Procedures with MINIMAL RISK of major bleeding DO NOT warrant discontinuation, whereas those with greater bleeding risk do.

    Minimal Bleeding Risk (No adjustment necessary): - Scaling/polishing- Simple fillings- Supragingival cleaning

    Moderate-to-High Bleeding Risk: - Extractions- Periodontal surgery- Implant placement- Biopsies, advanced surgical procedures may require consultation)

    • Most patients taking anticoagulant (e.g., warfarin, DOACs) or antiplatelet therapy (e.g., aspirin, clopidogrel) can safely undergo dental procedures without interruption of therapy.
    • Unnecessary discontinuation increases the risk of thromboembolic complications (e.g., stroke, myocardial infarction).
    • Bleeding is usually minor and manageable with local measures. 
    Drug Class      Drug Names
    Anticoagulant*  warfarin (Coumadin®) – Pt should have a recent INR 
    Antiplatelet agents* 
    • clopidogrel (Plavix®) 
    • ticlopidine (Ticlid®) 
    • prasugrel (Effient®) 
    • ticagrelor (Brilinta®) 
    • Aspirin        
    Direct-acting oral anticoagulants** 
    • dabigatran (Pradaxa®) 
    • rivaroxaban (Xarelto®) 
    • apixaban (Eliquis®) 

    III. Indications for Medical Consultation

    • Medical consultation is advised prior to invasive dental procedures if: 
      • INR is unknown or outdated (>7 days old) in warfarin patients 
      • The patient has: 
        • A history of major bleeding complications
        • Liver or kidney failure 
        • Combined use of multiple anticoagulants/antiplatelets 
        • High thromboembolic risk (e.g., recent stroke (within the past 90 days), mechanical heart valves) 

    IV. Indications for Discontinuations of Anticoagulants

    For most dental procedures performed in an office-based environment, Oral Antiplatelets/Anticoagulants discontinuation is not recommended as per ADA/AAOM guidelines. However, in instances where more invasive or extensive dental or oral and maxillofacial surgery is planned that ideally requires Oral Antiplatelets/Anticoagulants stoppage, the proposed timelines for when Oral Antiplatelets/Anticoagulants should be used as a guideline in conjunction with the patient’s cardiologist for stopping and restarting the anticoagulants. The ranges presented allow for some discretion based on the degree of functional coagulation needed to minimize major bleeding. 

    V. Anticoagulant Agents and Considerations


    Agent Type        Examples Management Strategy 
    Warfarin Coumadin Proceed if INR ≤3.5 within 48–72 hrs of appt. 
    DOACs  dabigatran (Pradaxa®), apixaban (Eliquis®), rivaroxaban (Xarelto®) Delay dose on day of procedure (if AM appt). Continue therapy without interruption for minimal to moderate bleeding risk patients. 
    Antiplatelets 
    Aspirin or Clopidogrel   Continue therapy without interruption 
    Dual Therapy 
    Aspirin + Clopidogrel   Assess bleeding risk; consult physician

    *The patient’s cardiologist is the ultimate decision maker in stopping OAPs, and the duration of medication is to be held.  A cardiac clearance or medical consultation should be obtained if there are any questions/concerns.* 

    VI. Dental Procedures Requiring vs. Not Requiring Clearance for Anticoagulant Therapies

    DO NOT require Cardiac Clearance      Require Cardiac Clearance and Medical Consult*
    General Exams & Cleanings Major Surgery/ Flaps/ Perio Surgery
    Simple Extractions  Multi-Tooth Extractions           
    Deep Scaling and root planning 
    Implant Placement 
    Placement/Removal of rubber dam 
    Biopsies
     Placement/Removal of restorations (fillings) that do not extend subgingivally Crown Lengthening 
     Crown or Bridge cementation  Incision and Drainage of abscess 

    *Providers must obtain a Medical Consult for all procedures requiring cardiac clearance.

    Management: for the above-listed procedures:

    • Proceed without altering anticoagulants 
    • Use local hemostatic measures (e.g., sutures, Gel foam, tranexamic acid rinse) 

    VII. Local Hemostatic Measures

    •  Focus on controlling bleeding using local techniques: 
      • Pressure: Apply pressure with gauze for 30-60 minutes and instruct the patient to bite down on it. For broad surgical flaps use moist (saline) gauze with direct manual pressure to establish the clot and not traumatize the flaps.
      • Hemostatic Agents: Consider using local hemostatic agents like collagen or gelatin sponges. (Judicious, limited use of local anesthetic with vasoconstrictor.) 
      • Cauterization: If necessary, use cauterization to control bleeding, where appropriate and not at the base of a flap. 
      • Sutures: Sutures can be used to close the wound, but this is a point of variation in protocols.  
      • Antifibrinolytics: In some cases, antifibrinolytics like tranexamic acid or epsilon aminocaproic acid may be used topically to help clot formation.  
      • Additional recommendations: During surgical procedures, obtain primary closure wherever possible and ensure flap stability prior to patient dismissal. Avoid prescribing post-operative analgesics that my bind to platelets (i.e. ibuprofen) which may enhance post-operative bleeding.

    VIII. Documentation

    • Record 
      • Anticoagulant/antiplatelet regimen 
      • INR value and date (if warfarin) 
      • Nature of dental procedure 
      • Hemostatic strategies used 
      • Communication with prescribing physician (if applicable) 
      • Follow- up with patients in person or at least via telephone communication and documentation in chart will be necessary after the procedure. 

    IX. References

    • ADA Clinical Practice Guidelines on Managing Patients on Anticoagulants, 2023 
    • ACC/AHA Guidelines for Antithrombotic Therapy in Dental Procedures, 2022 
    • Nakasone et al. “Bleeding Risk and Management in Dental Patients on Anticoagulants.” JADA, 2023 

    Assessing Patient Symptoms of Respiratory or Airborne Diseases Procedure

    Subject: III. Clinical – I. Patient Care

    Reviewed and/or Revised: 09/01/2017, 1/18/2024, 4/19/2024, 8/15/2025, 9/02/2025, 1/7/2026

    Purpose

    To detect respiratory or airborne disease and minimize the possibility of spreading such diseases

    Policy and/or Procedure

    1. Institute Respiratory Hygiene and Cough Etiquette: performed by caregiver
    2. Don PPE: performed by caregiver
    3. Take vital signs: performed by caregiver
    4. Assess condition of individuals who exhibit symptoms of

      Tuberculosis: (cough lasting longer than 3 weeks, hemoptysis, weakness, weight loss, chills, fever, night sweats)

      SARS-COVID: (temperature greater than 100.4°F (>38.0°C); headache, an overall feeling of discomfort, and body aches; diarrhea; dry cough)

      Influenza: (fever: usually high; headache; tiredness (can be extreme); cough; sore throat; runny or stuffy nose; body aches; diarrhea and vomiting (more common among children than adults)

      RSV: (cough, headache, sore throat, shortness of breath, cyanosis, wheezing) 

      Pertussis: (Violent & rapid cough with difficulty inhaling, fever, cyanosis, sore watery eyes, sneezing and nasal discharge)

    5. Question individuals about current respiratory symptoms and, if patient, record thorough medical history in progress notes: performed by caregiver
    6. If history or symptoms suggest undiagnosed active TB refer to Baltimore City Health Department or private physician for medical evaluation: performed by performed by caregiver
    7. If febrile

      For Elective Dental Treatment: Defer treatment until physician confirms that the patient does not have infectious respiratory disease, OR another diagnosis is made that explains the signs and symptoms, OR patient recovers: performed by caregiver

      For Urgent Dental Care: Refer to HOSPITAL that provides airborne infection isolation and fit-tested, disposable N-95 respirators 

    8. If having tested positive for or experiencing signs and symptoms of a respiratory illness, follow the current CDC and MD health department’s recommendations and guidelines.

    NOTE: The individual should not remain in the Dental School any longer than necessary. Dismiss them immediately after evaluating their condition and arranging a referral. The individual should not return to the Dental School or Dental School Clinic until a diagnosis of TB has been excluded OR the individual is on therapy and a physician has determined that the individual is noninfectious. 

    Audit of Patient Records: Pre-Prosthetic Audit Policy and Procedure

    Subject: III. Clinical – I. Patient Care

    Origination Date: 6/1/08

    Effective Date: 8/19/13

    Reviewed and/or Revised: 09/01/2017, 8/15/2025

    Purpose: To ensure sequence of treatment is appropriate, financial issues are addressed, periodontal status is adequate and all disease control procedures have been completed prior to commencing prosthetic/definitive treatment.

    Policy and/or Procedure:

    1. Student ensures that patient’s record up to date and contains a treatment plan with all appropriate signed informed consent. 
    2. Student reviews AxiUm to ensure that finances are addressed which is subsequently reviewed by a business manager. 
    3. A Prosthodontic Pre-Doc EPR Form is completed electronically by the student (including a scanned in RPD Design, if applicable) and is reviewed and approved by a supervising faculty. 
    4. Student reviews the patient record to ensure that there are current radiographs, that the periodontal status is stable and that all disease control procedures are completed. 
    5. PCC updates patient status code to in-process for General Practice Director (GPD) /Assistant General Practice Director (AGPD) to review (code D0170.5). 
    6. GP Director/Assistant GP Director examines the above steps performed by the student, then evaluates the patient clinically, and swipes Code D0170.5 as complete if all conditions are met. 
    7. Student continues with prosthetic/definitive procedures when authorized. 

    Axium Access Policy

    Subject: III. Clinical – I. Patient Care

    Department: Office of Information Technology

    Origination Date: July 23, 2013

    Effective Date: August 5, 2013

    Reviewed and/or Revised: 09/01/2017, 8/14/2025

    Purpose: The purpose of this policy is to safeguard data and access controls within our Electronic Patient Record system, Axium.

    Policy and/or Procedure:

    Faculty, resident, and staff Axium users may access Axium from 1am to 11pm daily. Student Axium users may access Axium from 6 m to 12pm daily. During the periods when access is denied, Axium backup procedures are occurring.

    Specific user levels are defined within Axium to identify and manage the access that each user level has. There are various types of user levels (about 40) in Axium, both providers and non-providers. User levels and access is defined by each employee’s job duties and responsibilities. 

    Blood Pressure Equipment (Manual and digital handheld); Use and Management

    Subject: III. Clinical – I. Patient Care

    Department: Clinical

    Origination Date: 11/5/13

    Reviewed and/or Revised: 09/01/2017, 4/20/2018, 1/08/2024, 8/13/2025, 11/18/2025, 12/09/25

    Purpose: To promote the proper use and management of School of Dentistry manual and digital electronic handheld equipment to be used for patient blood pressure assessment, per the Testing for Hypertension Policy, to ensure safe patient treatment, including the need for medical consultation or referral as needed. All blood pressure readings will be evaluated based on the 2017 ACC/AHA Hypertension Guidelines published September 13, 2017.

    Definitions:

    • Aneroid Sphygmomanometer: An instrument for measuring blood pressure in the arteries, consisting of a pressure gauge and a rubber cuff that wraps around the upper arm and inflates to constrict the arteries; they are mercury free.
    • Auscultation: listening for sounds within the body
    • Calibration/recalibration: the act of adjustment to match a standard
    • Diastolic: pertaining to the relaxation and dilation (diastole) of the heart when the chambers fill with blood
    • Hypertension: A blood pressure with a systolic pressure reading of 140 or greater and a diastolic pressure reading of 90 or greater (pressure level readings for the stages of hypertension, and pressure readings denoting prehypertension can be found in the Seventh Report of the Joint National Committee on Prevention, Detection, Evaluation and treatment of High Blood Pressure (JNC 7) published in 2003)
    • Korotkoff sounds: arterial sounds heard through a stethoscope applied to the brachial artery distal to the cuff of a sphygmomanometer that change with varying cuff pressure and that are used to determine systolic and diastolic blood pressure
    • mmHg: A unit of pressure equal to 0.001316 atmosphere. Used in the assessment of blood pressure.
    • Stethoscope: instrument for listening to the sounds made within the body, typically consisting of a hollow disc (diaphragm) that transmits the sound through hollow tubes to earpieces
    • Systolic: pertaining to the contraction of the heart when blood is driven through the aortal and pulmonary arteries after each dilation or diastole

    Procedure:

    I. Blood pressure must be assessed and recorded in the electronic record on each patient, at each visit, at the time the medical history is reviewed and updated as needed. Ask an SOD nurse if assistance is needed.

    1. Two types of handheld equipment are available within the SOD for use:
      1. Digital/electronic cuff with automatic inflation for use on the arm or wrist as indicated

        *****(automatic wrist cuffs are not as reliable as arm cuffs/ automatic cuffs are not as reliable as manual cuffs)

      2. Aneroid Sphygmomanometer (definition above)
    2. CHECK THE EQUIPMENT. Do not use if any problems are found
      1. Look to see that the aneroid sphygmomanometer gauge needle is at zero (needle on dial is centered at pressure gauge bottom, or at least within the box or circle).

        Pressure gauge

        *Blood pressure cuffs that are no longer calibrated to zero are to be thrown in the trash, and replaced with a new cuff; they are not recalibrated.

      2. Check the cuff for any breaks in stitching or tears in the fabric.
      3. Check the rubber tubing for cracks or leaks, especially at connections.
      4. Be sure three sizes of cuffs are accessible (small, regular, and adult large).
      5. Use 12-15 inch stethoscope tubing and bell/diaphragm stethoscope head when using aneroid sphygmomanometer.
      6. When using an electronic blood pressure assessment device, make sure the batteries are fresh

    II. Procedure for Determining Blood Pressure with a Manual Device

    1. Prepare the Patient
      1. Tell the patient briefly what is to be done.
      2. Seat the patient comfortably, with the arm slightly flexed, palm up and the whole forearm supported on a level even with the heart. (figure 1 below)
      3. Use either arm unless otherwise indicated, for example do not use the arm with an A/V fistula, shunt, PICC line or physical disability. Repeat blood pressure readings should be completed on the same arm as differences in each arm can be as much as 10 mm Hg.
      4. Take pressure on bare arm, not over clothing.
    2. Apply the Cuff
      1. Use proper cuff size. The size of the patient determines the size of the cuff selected. There are several cuff sizes. The cuff width should be approximately 20% greater than the diameter and take up 2/3 of the upper arm. When a cuff is too narrow, the blood pressure reading is too high; when the cuff is too wide, the reading is too low. (figure 1)

        figure 1Using the right cuff

      2. The patient's skin at cuff placement area should be bare and unrestricted by clothing
      3. Apply the completely deflated cuff to the patient’s arm, supported at the level of the heart (either on a table or with your arm) figure 2

        figure 2 Arm on table

        • Place the portion of the cuff that contains the inflatable bladder directly over the brachial artery (located medial to midline moving toward the patient’s body). figure 3

          figure 3 Locate Brachial Artery

        • The cuff may have an arrow to show the point that should be placed over the artery. Attach cuff so it fits snugly enough not to slide down the arm, but not so tight as to not be able fit 2 fingers underneath cuff edge. The cuff should be placed 2 finger widths or about an inch (2cm) above the crease of the arm (antecubital fossa/inside crease of the elbow). Fasten the cuff evenly and snugly. figure 4

          figure 4 Location of cuff

        • Adjust the position of the gauge for convenient reading (the gauge does not have to be attached to the cuff, remove it if it is difficult to visualize clearly while attached). figure 5

          figure 5 Position of Gauge

    3. Proceed with blood pressure measurement
      1. Blood pressure measure should be done in a quiet environment; instruct patient not to talk and make sure patients sure legs are not crossed which may elevate blood pressure.
      2. For the first reading only, OBTAIN ESTIMATED SYSTOLIC PRESSURE
        • Palpate the radial artery at the wrist; thumb side. figure 6a

          figure 6a Palpate the radial artery

        • Inflate the cuff to the point where the pulse can no longer be felt. figure 6b

          figure 6b Inflate cuff

        • Slowly deflate the cuff, noting on the gauge the point where the pulse can no longer be felt (this is the estimated systolic pressure), then rapidly deflate the cuff and wait at least 15 to 30 seconds before re-inflating the cuff to begin the first measurement
        • Calculate the maximum inflation level (MIL) by adding 30 mm Hg to the estimated systolic pressure
    4. For the second reading, and subsequent readings:
      • Palpate the area between the antecubital fossa and cuff to locate the brachial artery pulse found on the medial side of the forearm between midline and the patient’s body (figure 3 above). The stethoscope end piece is placed over the spot where the brachial pulse is felt. (figures 3, 4, and 5 above)
      • Position the stethoscope earpieces in the ears, with the tips directed forward toward the nose. figure 7

        figure 7 Position the stethoscope

    5. Inflate the Cuff
      • Close the needle valve (air lock) attached to the hand control bulb firmly, but so it may be released readily. Pump to inflate the cuff until the radial pulse stops. Note the mercury level at which the pulse disappears.
      • Look at the dial, and pump to 20 or 30 mm Hg beyond where the radial pulse was no longer felt. This is the maximum inflation level (MIL). It means that the pressure of the cuff collapses the brachial artery and no blood is flowing through the artery.
    6. Deflate the Cuff Gradually
      • Release the air lock slowly (2 to 3 mm per second) so that the dial drops very gradually and steadily.
      • Listen for the first sound: systole (“tap, tap”). Note the number on the dial, which is the systolic pressure. This is the beginning of the flow of blood past the cuff.
      • Continue to release the pressure slowly. The sound will continue, first becoming louder, then diminishing and becoming muffled, until finally disappearing. Note the number on the dial where the last distinct tap was heard (not the muffled sound). This number is the diastolic pressure.
      • Let the remaining of the air out rapidly.
    7. Repeat for confirmation when there is a question about a reading
      • Wait 1 minute before inflating the cuff region again. More than one reading is needed within a few minutes to determine an average and ensure a correct reading.
    8. Record blood pressure:
      • Write the date and arm used.
      • Record blood pressure as a fraction. Example: R Arm, Nov. 3, 20XX, 120/80.
      • Record the reading to the nearest 2mm (round off upward); for non-electronic equipment only.
    9. If blood pressure reading is exceptionally high:

      ***(Systolic >160/ Diastolic >100) or low ***(Systolic <100/ Diastolic <65) , consult a dental school nurse for assistance.

      • Also, ask patient if they smoked, drank caffeine or alcohol and engaged in any physical exercise within the past 30 minutes. If the patient is prescribed hypertension medications ask if they compliant with taking them on a regular basis.
      • Digital electronic cuffs may not be as accurate as manual cuffs. The School of Dentistry is not responsible for electronic cuff recalibration. If an electronic cuff is providing consistent readings that are off from non-electric aneroid sphygmomanometer readings by more than 5mmHg, it must be replaced.
      • A minimum of two reading should be taken at least 1 minute apart, and the average should be used; if there is 5 mm Hg difference or more between the first and second readings, one or two additional reading should be obtained using the average of those readings.
    • NORMAL BP: BP is <120/80 mmHg 
    • ELEVATED: systolic BP 120-129 and diastolic BP <80 mmHg 
    • Stage 1 Hypertension: systolic BP 130-139 mmHg or diastolic BP 80-89 mmHg 
    • Stage 2 Hypertension: systolic BP ≥ 140 mmHg or diastolic BP ≥ 90 mmHg 

    Caring for a Patient with an Aspirated or Ingested Foreign Body Policy and Procedure

    Subject: III. Clinical – I. Patient Care

    Origination date: 12/8/2014

    Effective date: 1/1/2015

    Reviewed and/or Revised: 08/04/2016, 09/01/2017, 01/18/2024, 8/13/2025

    Purpose: The purpose of this procedure is to manage and coordinate responses for incidents involving patients ingesting or aspirating a foreign object associated with dental treatment.

    Procedure:

    If a patient aspirates or swallows (or may have aspirated or swallowed) a foreign object during treatment, the provider should immediately notify attending faculty and page the SOD Emergency Response Team @ 410-706-8128.

    1. Faculty will take command of the situation while the Emergency Response Team is en route or if the Emergency Response Team is unavailable after the second page.
    2. If the patient has shortness of breath, uncontrollable coughing, or any other signs of respiratory involvement, retrieve the nearest red emergency cart. Then start oxygen with a nasal cannula at 2-4 L/min for oxygen support or if patient is in moderate respiratory distress, use a non-rebreather oxygen mask at 10 L/min (make sure the bag inflates).
    3. If the patient is in acute respiratory distress or otherwise unstable, attending faculty and/or the Emergency Response Team member will direct that an ambulance be called via the Campus Police at 911.
    4. If the patient is medically stable and not having any respiratory symptoms as a result of having swallowed something, the student or resident treating the patient will retrieve a Radiology Request Packet available on the nurses’ office doors (rooms 1326, 2318, 3322, or 4317). Inside the packet is a Radiology Request Form, Patient Foreign Object Ingestion/Aspiration Information Sheet and Incident Form. This incident form is to be filled out by the provider and signed by the Faculty. Instructions on how to proceed with getting the patient x-rayed, to verify the object’s location, are located on the outside of the packet envelope and attached.
      • The patient MUST sign the Patient Foreign Object Ingestion/Aspiration Information Sheet, it must also be signed by attending faculty or the nurse. The patient will then be given a copy of the information sheet.
      • If the patient insists they feel fine and doesn’t want an x-ray, have the patient initial the Patient Foreign Object Ingestion/Aspiration Information Sheet on the line for “Refused x-ray”).
      • If a nurse was not assisting with the incident, submit the completed Incident form to a nurse at the next available opportunity, along with the original signed Patient Foreign Object Ingestion/Aspiration Information Sheet (not patient’s copy).
    5. Write a note in the chart, documenting the event and responsive action taken, and have note approved by faculty.
    6. The provider should contact the patient periodically to monitor the status of the patient’s condition and document the outcome/conclusion of this incident in the dental record.

    Patient Foreign Object Ingestion/Aspiration Information Sheet

    Caring for Patients with Latex Sensitivity or Allergy Procedure

    Subject: III. Clinical – I. Patient Care

    Department: Oncology and Diagnostic Sciences

    Reviewed and/or Revised: 09/01/2017, 1/28/2024, 8/13/2025

    Purpose: Prevention of allergic reaction and the provision of safe dental care for patients who are latex sensitive

    Policy and/or Procedure:

    The prevention of an allergic reaction and the provision of safe dental care for patients who are latex sensitive is a major concern in the dental school. Latex allergy should be determined and documented in the patient’s electronic health record during the medical health history screening questionnaire. Distinction between a true Type I (immediate hypersensitivity reaction) reaction and a Type IV delayed hypersensitivity reaction where an allergic contact dermatitis occurs should be determined if possible. Effort should be made to avoid any latex-containing products while treating the patient. Latex-containing blood pressure cuffs can be used with a barrier such as a patient bib between the cuff and the patient’s arm.

    Powder-free, non-latex gloves must be worn by the dental provider as well as the supervising clinical faculty member (and dental assistant if appropriate) when treating a dental patient with a latex sensitivity or latex allergy. In addition, powder-free, nonlatex gloves must be worn by dental students, clinical faculty and dental assistants with a latex sensitivity or latex allergy even if the patient is not latex sensitive as a best practice strategy for prudent patient treatment management.

    Should it occur, management of severe Type I hypersensitivity reactions in the dental operatory require immediate medical attention. Emergency medical services (EMS) should be activated immediately as per dental school protocol. In addition, the patient must be monitored and maintained for an open airway.

    Comprehensive Care Policy

    Subject: III. Clinical – I. Patient Care

    Reviewed and/or Revised: 09/01/2017, 02/15/2024, 3/13/2024, 7/31/2025

    Purpose

    Patients receiving comprehensive care and in an appropriate manner and timeframe

    Definitions

    • Patients whose recall appointments are past due for > 24 months are no longer considered recall patients and must be assigned as new comprehensive care patients.

    Policy Statement: 

    UMSOD will operate clinics that are patient centered, and which focus on the delivery of quality oral healthcare in an efficient manner. Appropriate attention must always be given to each patient’s unique personal circumstances (emotional, physical, social, economic, cognitive, and others) as treatment options are considered and proposed and as treatment is delivered to patients.

    The objective of our comprehensive care program is to establish optimal health for all patients seeking care, with a focus on oral health. Optimal health is achieved for a patient when disease processes are eliminated or controlled, and the effects of past diseases are stabilized. Comprehensive dental care, in an educational environment, requires the student provider to integrate basic and behavioral science concepts with clinical science knowledge. Effective delivery of comprehensive care requires a coordinated, multidisciplinary and individualized approach leading to optimal oral health for the patient.

    UMSOD will observe the following guidelines:

    • Patients may be assigned to a student dentist who arranges appointments, provides general dentistry services, and arranges for specialty consultations and treatment. All care is closely supervised by faculty.
    • A written treatment plan will include a phased description of the proposed care to be provided for the patient. The treatment plan will be written in the proper, individualized sequence.
    • Treatment planning will be based upon a diagnostic summary and reflect attention to all relevant medical and dental conditions.
    • The patient will be advised of appropriate alternate treatment approaches.
    • The detailed criteria for treatment planning, as listed in the Clinic Manual, shall apply.
    • Informed consent must be obtained from the patient or parent/guardian prior to initiating any treatment. The patient, primary student and faculty member approving the treatment plan will sign the treatment plan form. Translation services are available as needed.
    • Patient consent on the treatment plan will not imply patient financial obligation until specific treatments are initiated.
    • Patients classified as Adult prophies may be transferred to Continuing Care Hygiene or to Team Recall once the patient’s treatment is complete. Students are to provide at least one recall exam / scaling after initial adult prophy.
    • Patients classified as Perio Class 2 (or higher) should be maintained by their dental student until the spring semester of their senior year.
    • Graduating seniors in the DDS program must bring all records of patients assigned to them to the PCCs before they are cleared for graduation.
    • Students are responsible for performing scheduled recall and maintenance appointments on all active assigned patients.
    • Patients whose treatment has been completed by their assigned student may be assigned to the Continuing Care Program or Team Hygiene.
    • Patients in need of supportive periodontal therapy are seen in “Sophomore Block” preclinical exercise.
    • Senior dental hygiene and junior dental hygiene students (spring semester only) treat team patients. These are patients who, upon completion of their treatment, are assigned to dental hygiene students. The hygiene students are assigned as primary care providers and are responsible for maintaining the patients’ hygiene care.
    • When dietary counseling is needed for a co-therapy or other patient, this service will be included in the dental hygiene care plan and implemented during the course of dental hygiene treatment.
    • Year III and IV dental students will be responsible for providing the recall services for their assigned patients.
    • The continuing care program provides recall services for patients who have completed comprehensive treatment with a dental student who has graduated.
    • Individual departments and programs may institute quality assurance programs that include chart audits
    • The assigned student is responsible for appointing the patient and performing the recall. Recall information is automatically entered into AxiUm via procedure code.

    Dental Management of Patients at Risk for Medication-Related Osteonecrosis of the Jaw (MRONJ)

    Subject: III. Clinical – I. Patient Care

    Department: Clinical

    Origination Date: 1/2026

    Effective Date:

    Reviewed and/or Revised: 

    Policy & Procedure

    I. Purpose
    This policy establishes standardized clinical guidelines for the identification, prevention, counselling, and management of patients at risk for or diagnosed with Medication-Related Osteonecrosis of the Jaw (MRONJ). 

    The policy promotes patient safety, consistent evidence-based decision-making, optimized oral health outcomes, and preservation of the therapeutic benefits of antiresorptive therapy for oncologic disease control and fracture prevention.

    2. Scope

    This policy applies to all providers and clinical personnel involved in the dental and surgical management of patients with current or previous exposure to antiresorptive therapy and

    other therapies associated with MRONJ risk. 

    3. Definition

    MRONJ Case Definition (AAOMS): A diagnosis of MRONJ requires all of the following: 

    1. Current or previous treatment with antiresorptive therapy alone or in combination with immune modulators or antiangiogenic medications. 
    2. Exposed bone, or bone that can be probed through an intraoral or extraoral fistula in the maxillofacial region, persisting for more than eight weeks. 
    3. No history of radiation therapy to the jaws or metastatic disease to the jaws. 

    4. Medications Associated with MRONJ

    MRONJ is associated with medications used for management of osteoporosis and malignancy-related bone disease in cancer patients. Antiresorptive agents (bisphosphonates, RANK-L inhibitors and dual anabolic/antiresorptive sclerostin inhibitors) as well as antiangiogenic agents have been associated with the occurrence of MRONJ.  

    It is the responsibility of the dental clinician to review the patient’s medical history and understand the patient’s medical management and have knowledge of the medications of their osteoporotic and cancer patients.  Consultation with the patient’s primary care physician will be necessary prior to beginning dental treatment to learn the pharmacologic method of delivery and duration of the patient’s medications which impact the patient risk for MRONJ. Documentation of such information in patient’s HER is MANDATORY prior to initiating any type of treatment.  

    Below is a partial listing of medications associated with MRONJ by medication class, indication with examples of the medication class.

    Medication Class
    Indications   Examples
     Bisphosphonates (BPs)  Malignancy-related skeletal events; osteoporosis/fragility fracture prevention  Alendronate; Risedronate, Zoledronic acid, Ibandronate
     RANK-L inhibitor (Denosumab)  Osteoporosis (Prolia, q6 months); malignancy-related bone disease (Xgeva, monthly)  Denosumab*
     Sclerostin inhibitor  Postmenopausal osteoporosis with high fracture risk   Romosozumab
     Antiangiogenic  Cancer therapy/ Inhibit VEGF and suppress the neovascular angiogenesis  bevacizumab, sunitinib, aflibercept, and cabozantinib
     MTOR inhibitors  Cancer therapy/ Antiangiogenic and immunosuppressive  everolimus, temsirolimus

    * Refer to section 7.1 for special consideration for Denosumab

    5. Risk Stratification

    Risk is dependent on drug type, dose, duration, and indication. The reported risk for MRONJ is low, especially in patients taking antiresorptives for osteoporosis, rather than cancer. However, this may reflect an underestimation due to a lack of clinical recognition and possible under-reporting of these adverse events. Therapeutic indication (malignancy vs. osteoporosis/osteopenia), duration of therapy, and local/systemic risk modifiers will alter risk.

    Risk increases with:  

    • High-dose IV therapy for cancer 
    • Treatment duration > 2 years 
    • Periodontitis or ill-fitting dentures 
    • Smoking, diabetes, and steroids 
    • Invasive bone procedures (e.g., extractions) 

    Risk by Medication & Indication 

    • Osteoporosis dose (low risk): 
      • Oral bisphosphonates (BPs) (alendronate, risedronate, ibandronate) 
      • IV zoledronic acid (Reclast) 
      • Denosumab (Prolia) (low-moderate; higher than BPs) 
    • Cancer dose (higher risk): 
      • IV bisphosphonates (Zometa, Pamidronate) 
      • Denosumab (Xgeva) 

    6. Patient Management

    6.1. Prevention of MRONJ

    Prevention is the primary goal. Preventive measures include dental optimization, patient education, and coordinated interdisciplinary care. 

    6.1A. Pre-therapy dental optimization

    Before starting antiresorptive therapy, patients should have a comprehensive dental evaluation, including clinical examination and radiographic assessment as indicated. All active infections should be eliminated, and sites of potential dental complications addressed. Teeth with questionable prognoses may need to be removed to prevent future loss once on the resorptive therapy. All restorations should be stable and have a proper margin contour with adequate embrasure spaces.

    Before starting antiresorptive therapy 

    • Comprehensive dental exam 
    • Identify and eliminate active infection (caries, periodontal disease, periapical pathology) 
    • Complete caries control, restorative dentistry and endodontic therapy, as needed 
    • Extract non-restorable teeth and those with poor prognosis, especially for oncology patients 
    • Stabilize periodontal disease and complete dental prophylaxis 
    • Complete all necessary and planned dentoalveolar surgery   
    • Optimize oral hygiene (encourage smoking cessation) 
    • Educate the patient on MRONJ risk, risk factors, oral hygiene, and the importance of regular preventive dental care/ maintenance to reduce risk. American Association of Oral and Maxillofacial Surgeons

    6.1.B. In-therapy maintenance and surveillance

    For patients already on antiresorptive therapy

    • Update medical history (drug, dose, duration) 
    • Assess for symptoms or signs of early MRONJ 
    • Review radiographs for irregular patterns of radiodensity (sclerosis) and radiolucency or delayed healing  
    • Reinforce excellent oral hygiene and regular preventive dental care 
    • Avoid elective procedures involving osseous injury when possible (especially in oncology patients on parenteral therapy). 
    • Promptly manage dental infections/inflammation to reduce the need for extraction. 
    • Evaluate denture fit and eliminate mucosal trauma, particularly along the posterior lingual flange region in denture wearers.

    6.2. Dental Treatment Recommendations

    Most routine dental care is generally considered safe. Non-invasive procedures are not considered an increased risk for MRONJ.  

    It is strongly recommended to stratify and document the patient risk, appropriate risk-based specialty consultations prior to proceeding with invasive procedures to ensure appropriate management and mitigation of complications. 

    Routine care that would not require treatment modification: 

    • Routine cleanings 
    • Restorations (fillings, crowns) 
    • Endodontic therapy 
    • Nonsurgical periodontal therapy 
    • Denture adjustments 
    • Orthodontic treatment 

    Invasive Procedures (Higher Caution) 

    Tooth Extractions 

    • Avoid when possible; consider root canal therapy or coronectomy as alternatives. 
    • If extraction is necessary: 
      • Use minimally traumatic technique 
      • Achieve primary closure when possible 
      • Consider post-op antimicrobial mouth rinses (e.g., chlorhexidine)  
      • Close follow-up until full mucosal healing 
      • Discuss MRONJ risk with the patient beforehand  

    Implants 

    • Evidence is mixed; implants may be considered in low-risk osteoporosis patients with appropriate consent but are not recommended for cancer dose antiresorptive therapy patients.  

    Periodontal Surgery or Oral surgery 

    • Conservative approaches preferred; selection of nonsurgical therapy should be balanced with the potential impact of persistent deep pocketing in cancer patients. 
    • If surgery is required, minimize trauma to the area.  

    6.3 Perioperative risk-reduction measures (when surgery is necessary) 

    For unavoidable dentoalveolar procedures in at-risk patients, clinicians should implement risk-reduction strategies such as: 

    • Pre- and postoperative antibiotics when clinically indicated. 
    • Antimicrobial mouth rinses (e.g., chlorhexidine).  Continue through the healing phase. 
    • Atraumatic technique, smoothing sharp bony edges, and primary mucosal closure when feasible. 
    • Staged approach (single tooth/sextant) rather than extensive multi-quadrant surgery in a single visit, when clinically appropriate. 
    • Optimization of systemic factors: smoking cessation, diabetes control, and review of concurrent immunosuppressants/antiangiogenics in collaboration with the treating physician.  
    • Post-operative care- Monitor for delayed healing, exposed bone, pain, or swelling. Continue chlorhexidine rinse until healing is complete. Ensure the patient is on a soft diet during the healing phase.  

    7. Biomarkers and Drug Holiday

    • Bone turnover markers are not recommended, nor validated, for routine clinical decision-making for MRONJ risk prediction. Drug holidays are not routinely recommended for osteoporosis patients and not recommended for cancer-dose therapy.
    • Evidence supporting or refuting routine drug holidays remains inconclusive; decisions must be individualized and coordinated with the prescribing physician based on indication (cancer vs. osteoporosis), dosing frequency, duration of therapy, comorbidities, and extent of surgery. Care should be coordinated with oncology for medication timing and systemic considerations. 

    7.1 Special consideration undergoing dentoalveolar surgery: Denosumab (RANK-L inhibitor) timing guidance 

    If denosumab interruption is considered necessary, balance MRONJ mitigation with the known rebound increase in bone resorption and vertebral fracture risk following discontinuation. 

    When clinically appropriate and coordinated with the prescribing provider: 

    • Schedule dentoalveolar surgery approximately 3–4 months after the last dose (when osteoclast inhibition is waning). 
    • Reinstitute therapy approximately 6–8 weeks post-surgery, once soft tissue healing is adequate, to minimize fracture risk while supporting healing.  

    8. Interdisciplinary Coordination of Care 

    Management requires coordinated care between dental and medical teams to balance MRONJ risk against the benefits of antiresorptive therapy. Referral to oral maxillofacial surgery when MRONJ is suspected, non-healing extraction sites observed or when cancer-dose antiresorptive patients require extractions. Oral maxillofacial surgery will coordinate with appropriate medical teams to coordinate care as well as communicating with dental providers. 

    IT IS STRONGLY RECOMMENDED THAT THE MANAGEMENT OF ESTABLISHED MRONJ IS ONLY CARRIED OUT IN SURGICAL SPECIALTY CLINICS (PERIODONTICS & ORAL SURGERY)

    9. Management of Established MRONJ 

    9.1 Nonsurgical management (First step for all stages of MRONJ)

    Conservative strategies can be used in all stages, particularly when significant comorbidities preclude surgery or when disease is stable. The rationale is to improve comfort, reduce infection, and to stabilize and resolve early lesions.  

    Nonsurgical management of MRONJ includes: 

    • Patient education and reassurance. 
    • Antimicrobial mouth rinses and local wound care to reduce biofilm burden. 
    • Analgesics for pain control. 
    • Systemic antibiotics when there is evidence of secondary infection. 
    • Active clinical and radiographic surveillance for progression. 
    • Removal of loose sequestrum or superficial bone spicules. 

    9.2 Surgical management 

    Surgical therapy is supported as a viable option with high success rates for many patients and can be considered for all stages based on surgical judgment and patient factors. Indications include progression despite conservative management, refractory symptoms, inability to maintain adequate hygiene, recurrent infection, or advanced disease at presentation. 

    Surgical procedures may include: 

    • debridement of soft-tissue lesion, 
    • sequestrectomy,  
    • mucosal flap closure or/ and 
    • block resection. 

    Block resection is reserved for advanced Stages of MRONJ.  When resection is performed, margins should extend to vital, bleeding bone. 

    10. Documentation and Patient Counseling 

    Providers should document medication history (agent, dose, route, duration), indication (cancer vs. osteoporosis), concomitant therapies (e.g., steroids, antiangiogenics), local risk factors (infection, extraction/trauma), counseling discussion points, and shared decision-making. 

    Informed consent discussions should include: the overall rarity of MRONJ (especially in osteoporosis dosing), potential benefits of antiresorptive therapy, procedure-specific MRONJ risk, preventive measures, and follow-up expectations.

    11. References (APA 7th Edition) 

    American Association of Oral and Maxillofacial Surgeons. (2022). AAOMS position paper on medication-related osteonecrosis of the jaw—2022 update. 

    Ruggiero, S. L., Dodson, T. B., Aghaloo, T., Carlson, E. R., Ward, B. B., & Kademani, D. (2022). Medication-related osteonecrosis of the jaw—2022 update. Journal of Oral and Maxillofacial Surgery, 80(5), 920–943. https://doi.org/10.1016/j.joms.2022.02.008 

    Khan, A. A., Morrison, A., Hanley, D. A., Felsenberg, D., McCauley, L. K., O’Ryan, F., Reid, I. R., Ruggiero, S. L., Taguchi, A., Tetradis, S., Watts, N. B., Brandi, M. L., Peters, E., Guise, T., Eastell, R., Cheung, A. M., Morin, S. N., Masri, B., Cooper, C., … Compston, J. E. (2015). Diagnosis and management of osteonecrosis of the jaw: A systematic review and international consensus. Journal of Bone and Mineral Research, 30(1), 3–23. https://doi.org/10.1002/jbmr.2405 

    Saad, F., Brown, J. E., Van Poznak, C., Ibrahim, T., Stemmer, S. M., Stopeck, A. T., Diel, I. J., Takahashi, S., Fizazi, K., Henry, D. H., & Jun, S. (2012). Incidence, risk factors, and outcomes of osteonecrosis of the jaw: Integrated analysis from three blinded phase III trials. Annals of Oncology, 23(5), 1341–1347. https://doi.org/10.1093/annonc/mdr435 

    Dodson, T. B. (2015). The frequency of medication-related osteonecrosis of the jaw and its associated risk factors. Oral and Maxillofacial Surgery Clinics of North America, 27(4), 509–516. https://doi.org/10.1016/j.coms.2015.06.003 

    Khosla, S., Burr, D., Cauley, J., Dempster, D. W., Ebeling, P. R., Felsenberg, D., Gagel, R. F., Gilsanz, V., Guise, T., Koka, S., McCauley, L. K., McGowan, J., McKee, M. D., Mohla, S., Pendrys, D. G., Raisz, L. G., Ruggiero, S. L., Shafer, D. M., Shum, L., & Watts, N. B. (2007). Bisphosphonate-associated osteonecrosis of the jaw: Report of a task force of the American Society for Bone and Mineral Research. Journal of Bone and Mineral Research, 22(10), 1479–1491. https://doi.org/10.1359/jbmr.0707onj 

    Pimolbutr K, Porter S, Fedele S. Osteonecrosis of the Jaw Associated with Antiangiogenics in Antiresorptive-Naïve Patient: A Comprehensive Review of the Literature. Biomed Res Int. 2018 Apr 23;2018:8071579. https://doi.org/10.1155/2018/8071579. PMID: 29850569; PMCID: PMC5937620. 

    R. Sacco, J. Woolley, G. Patel, M.D. Calasans-Maia, J. Yates, Systematic review of medication related osteonecrosis of the jaw (MRONJ) in patients undergoing only antiangiogenic drug therapy: surgery or conservative therapy?, British Journal of Oral and Maxillofacial Surgery,60, Issue 2, 2022,e216-e230 ISSN 0266-4356, https://doi.org/10.1016/j.bjoms.2021.03.006 

    Osteoporosis Medications and Medication-Related Osteonecrosis of the Jaw, ADA resource. https://www.ada.org/resources/ada-library/oral-health-topics/osteoporosis-medications  

    HbA1C Policy

    Subject: III. Clinical – I. Patient Care

    Reviewed and/or Revised: 07/03/2018, 1/28/2024, 8/13/2025

    Policy Statement: 

    Incoming patients will be screened for risk factors regarding diabetes. Patients with significant risk factors for diabetes will be offered HbA1C testing. If the patient has high risk factors and refuses the HbA1C test the faculty member will be required to write a medical consult. The faculty member will explain to the patient the risk factors, and the need for evaluation and treatment.

    • The HbA1C test will place patients in to one of three categories: diabetic, pre-diabetic, or not diabetic. Post-test results of pre-diabetic or diabetic require:
    • Informing and educating patient about results Writing of a medical consult for further evaluation and treatment by a medical doctor 
    • Providing the patient with a copy of aforementioned medical consult 
    • Should the patient not have a medical home, providing patient with a current list of locally available medical clinics throughout the community 
    • Documenting the HbA1C test results in the chart

    Purpose

    There is an association between periodontal disease, general oral health, and diabetic control. The majority of the population sees their dental healthcare provider more frequently than their physician. This policy ensures dental providers at the dental school will analyze risk factors of incoming patients for diabetes that have not been previously screened, diagnosed, or that are being actively treated. If these risk factors are sufficiently elevated, the patient will be offered HbA1C testing, on-site, by finger stick. This ensures dental providers will be aware of a patients diabetic status, and refer patients to a physician for further evaluation and treatment.

    There is an established correlation between oral and systemic health. Monitoring of patients’ for diabetic control in the dental setting will provide information regarding this link, so that further dialogue on oral and systemic health can be achieved. Patients will benefit from earlier diagnosis and management of disease.

    Procedure

    Click the following link to access the entire HbA1C Policy & Procedure (PDF) which includes the patient risk assessment chart.

    Implant Screening Policy

    Subject: III. Clinical – I. Patient Care

    Department: Pre-Doctoral Clinic

    Effective Date: 5/31/16

    Reviewed and/or Revised: 09/01/2017, 2/07/2024, 07/29/2025

    Policy and/or Procedure:

    Implants may be considered as part of a comprehensive treatment plan for patients with missing teeth or who are about to lose a tooth (teeth) in the near future. 

    To facilitate the integration of implants into the treatment planning, an initial consultation with the prosthodontist attending is required. This consultation takes place on the floor during the treatment planning process for those patients who are interested in implants and for which implants are a viable option. The primary objective of the consultation is two-fold. First, it aims to assess whether implants are the most suitable option for the patient. Secondly, it determines the appropriateness of the undergraduate clinic as the venue for the implant restoration process. 

    For detailed guidance on the procedural aspects, step-by-step guides are available on Blackboard. These guides cover the entire process, from using digital scanners to merging CBCT scans with digital casts and attaching guide sleeves to the surgical guide. These instructions are accessible in the courses REST538B Clinical Fixed Prosthodontics for D3 students and REST 548B Clinical Fixed Prosthodontics for D4 students. The guides ensure that both D3 and D4 students can confidently navigate implant treatment planning and restoration process, contributing to a seamless and effective clinical experience. 

    Implant Treatment Planning and Referral for Implant Surgery

    Subject: III. Clinical – I. Patient Care

    Policy/Procedure: Implant Treatment Planning and Surgery - Referral in the Predoctoral Clinic

    Effective Date: July 2016

    Reviewed and/or Revised: 09/01/2017, 02/07/2024, 07/29/2025

    Implant planning and referral to radiology and surgeons must occur under the supervision of a Prosthodontics attending.

    • Case selection: single tooth implants in the non-esthetic zone, two consecutive implants in the posterior and mandibular implant overdentures are considered mainstream treatments in most treatments. Other treatment types such as single implants in the esthetic zone, implant supported FPDs in the posterior area, partial edentulous implant overdentures, maxillary overdentures, etc. are considered advanced treatment and may need to be referred to the implant clerkship, advanced prosthodontics clerkship or Advanced Dental Education Programs (ADE) for treatment. 
    • Fixed Case Presentation Appointment: once the patient has completed Phase I (disease control and periodontal clearance). The patient should be scheduled in an IMP/TP chair in the undergraduate clinic for clinical evaluation. Appropriate treatment plan codes must be entered, and treatment consent must be obtained. If the patient is a patient of record periodontal maintenance should be up to date and/or an approval from the GP director must be obtained to move on with the implant planning. 
    • Required codes: the following codes must be present in all implant plannings: D9450.9 (Pre-Implant Prosth Review), D9450.3 (Fixed Case Presentation), and D6190 (Radiographic Template/surgical guide). Additionally, all fixed implants treatments must have D6085 (Implant Provisionals) code. All these codes should be approved by Prosthodontic attending signifying case acceptance for restoration in the undergraduate clinic. At this time treatment consent should be obtained. Additional fees for radiographs and other surgical fees will be planned by the requesting provider and additional consent obtained at the time of the surgical consultation.
    • Financial Arrangements: During this appointment the patient makes the financial arrangements with the business office and makes a payment for the fabrication of the surgical guide.   
    • Referral to the Specialty Clinic: Patient should be referred to ADE Periodontics, OMS department or ADE Prosthodontics for implant placement based on input from supervising prosthodontic faculty. A consultation with ADE program/OMS will be requested to determine if any site preparation is required (e.g., sinus elevation, GBR procedures, etc.). After this consultation, a referral for CBCT scan will be submitted in Axium using the RADCON form, specifying a full volume to capture both arches. CBCT codes are planned by the Radiology Division, not by the student. Additionally, a referral to specialty clinic Axium form is submitted to the appropriate specialty. 
    • Digital planning and surgical guide fabrication: all implant treatments will be planned using a digital workflow and a surgical guide is fabricated. Once the plan is completed and approved by the prosthodontic attending, the students will contact the surgeon to stop by the clinic floor and in presence of a prosthodontic attending to approve the digital plan. After approval, the student will proceed to finalize the surgical guide design. 
    • Surgical guide: The student must prepare and submit a laboratory prescription using PR DIGITAL laboratory in Axium and obtain prosthodontic attending approval. This prescription is then printed and dropped off at the in-house lab for printing of the guide. Students must allow 7 business days for the guide to be completed. Finally, the student must pick up the guide and verify seating on the diagnostic cast and attach the metal sleeves to the surgical guide under the supervision of a prosthodontic faculty.  

    Note: In certain cases, a CBCT may not be required (e.g. immediate implant in a posterior site), and a vacuum form guide can be requested by the surgeon with the prosthodontic attending agreement.  

    Changes to the treatment plan (placement of additional implants e.g.) should not be made without consulting the referring student and their attending faculty. In some cases, the new treatment plan may exceed the capability of the undergraduate students and therefore the case may need to be reassigned to a more advanced student with commensurately higher fees. In any case the new treatment must also be consented to by the patient. 

    Predoctoral clinic Directors will ensure that the restorative treatment plan has been discussed with the patient by confirming that there is a restorative treatment plan for the implants that is signed by the patient in the Axium record prior to sending the patient for an implant consult. Documentation that is signed by the patient and a related treatment note are the only record that this discussion was had with the patient. The student should additionally advise the patient of the restorative procedures and fees and the need for a surgical phase of treatment, including the surgical procedures (implant placement, grafts, etc.) and the associated fees for those treatments. 

    Although Directors and restorative faculty have the primary responsibility for ensuring the completeness and accuracy of the restorative treatment plan (for implants), ADE residents are encouraged to monitor the presence of a restorative treatment plan in Axium when formulating the surgical treatment plan (as a means of check and balance). This effort will help ensure that a restorative plan has been formulated and documented and that the patient is aware of that phase of treatment, including the fees associated with restoring the implants. 

    Predoctoral prosthodontic faculty have been asked to identify instances when treatment is modified by residents in the ADE programs without appropriate consultation with the pre-doctoral student, and faculty, and to report these cases to the Assistant Dean for Clinical Affairs. Treatment that is planned and approved by faculty in the predoctoral clinic should never be changed by residents of any specialty clinic without consultation and approval by the predoctoral student and faculty who referred the patient to them. 

    Instructions for Dental Care in the Operating Room

    Subject: III. Clinical – I. Patient Care

    Effective Date: July 2016

    Reviewed and/or Revised: 09/01/2017, 3/01/2024, 07/29/2025

    Scheduling Instructions:

    1. Within six weeks of your child’s screening visit, you should receive a letter confirming your child’s place on the OR list. If you do not receive a letter in that time, please call Ms. Nelson (410) 706-3300 to confirm that your child is on the OR list.
    2. You should receive a second letter with a reserved appointment date and pre-operative instructions approximately 4 weeks prior to the date of your child’s treatment. After you receive this letter, please call (410) 706-3300 to confirm your treatment date. If we do not hear from you within 2 weeks of receipt of the letter, you will not be scheduled.
    3. You may be asked to bring your child for an evaluation appointment once the OR date is finalized.
    4. Your child may be assigned to get treatment done at one of two following facilities:
      • University of Maryland Medical Center:

        The University of Maryland has pediatric operating rooms staffed by pediatric anesthesiologists. Children with complex medical history as well as healthy children are seen at this facility. 

      • University of Maryland Rehabilitation & Orthopedic Institute (Kernan):

        If your child is healthy, he or she may have dental treatment under anesthesia at this facility.  

        The dentist who screened your child will determine if he or she can be seen at this facility.

    5. While we will try our best to schedule your child for treatment as soon as possible, it is understandable that you may be uncomfortable with the wait times. Please feel free to discuss this with the dentist screening your child. You may choose to explore other Offices/Hospitals that have shorter wait time. Should you choose to go elsewhere for care, please remember to inform the screening dentist and/or the OR coordinator so that another child needing treatment can be scheduled in that time slot.
    6. The hospital anesthesia department requires that your child’s history and physical be completed by your child’s physician/pediatrician within 2 weeks of the OR date. Please schedule an appointment for this history and physical 2 weeks prior to the surgery date because the history and physicals are only good for a short time.
    7. Please let the screening dentist know if you are willing to have your child on the 'Standby List’. Sometimes we have cancellations, and we will contact patients from the standby list. As a standby patient, you are consenting to get the paperwork and clearance from pediatrician (with History and Physical) done on short notice and are willing to be seen earlier. 
    8. Some of the common reasons that have led to cancelled/rescheduled patient appointments in the past are:
      1. Patient was not cleared for the procedure by the pediatrician/specialty doctor/anesthesiologist. For example, if your child is ill (fever, vomiting, cough, runny nose) within 30 days of the OR appointment, the procedure may be rescheduled for safety.
      2. Parents failed to get the tests recommended by the child’s physician done in a timely manner.
      3. Parents failed to confirm their child’s appointment.
      4. Inability to contact parents due to inactive phone number or old contact information. Please make sure to provide multiple working phone numbers to the screening dentist.
      5. The child’s medical/dental insurance was not active, or the procedure could not be pre-authorized.
    9. If your child experiences increased symptoms or signs of infection during the waiting period, please bring your child as a “walk-in” emergency to the Pediatric Dental Department. After hours bring your child to the Pediatric Medical Emergency Department, University of Maryland Medical Center.
    10. Please contact the OR Coordinator or speak with your screening dentist if you have any questions.

    Contact Individual:

    Ms. Dorothy Nelson Phone: (410) 706-3300
    OR Coordinator Fax: (410) 706-4031

    Medical Consultation Follow Up Procedure

    Subject: III. Clinical – I. Patient Care

    Effective Date: 8/19/2013

    Reviewed and/or Revised: 6/4/16, 5/25/17, 09/01/2017, 1/28/2024, 8/13/2025

    Purpose: To obtain an accurate medical history and instructions from the patient’s Physician/s pertaining to items that may cause complications during dental treatment.

    Definitions:

    EPR: Electronic patient record

    E-form: Electronic form

    Med: Medical

    Physician: Medical doctor

    PCC: Patient Care Coordinator

    Request for Medical Consult

    When student, faculty, or resident identifies items in a patient’s med history that may cause complications during dental treatment a medical consultation will be indicated.

    When a Medical Consult Request form is indicated:

    • Medical consult request form must be added to the patient’s EPR
    • Student/Residents/Faculty assigned to patient will complete page 1 of the medical consult request e-form.
    • Student reviews consult with faculty member and makes appropriate changes if indicated by faculty.
    • Faculty approves the medical consult form.
    • Patient signs the Med consult form electronically.
    • A copy is printed from the patient’s EPR to be faxed or given to the patient to take to their physician. Physician will complete page 2 of the medical consult.

    When the medical consult reply is returned:

    By fax or mail: 

    • The med consult is scanned into the patient’s EPR in the medical consult results tab by a dental school Nurse.
    • Dental school nurse notifies the patients dental school provider and approving faculty via email. 
    • The consult reply is interpreted and discussed with faculty who approved the medical consult. 
    • Dental school provider is required to update the patient’s medical history and medication list with any information returned from the medical consult

    By patient: 

    • The dental school provider will have the medical consults reply reviewed by faculty and discuss under what conditions the patient may receive treatment. 
    • The student will place the medical documents in the secured box located outside nurse’s office and/or the 3rd floor PCC’s office.
    • The med consult is scanned into the patient’s EPR in the medical consult results tab by a dental school Nurse.
    • Dental school nurse notifies the patients dental school provider and approving faculty via email.
      Dental school provider is required to update the patient’s medical history and medication list with any information returned from the medical consult

    Mental Health and Safety Policy

    Subject: III. Clinical – I. Patient Care

    Department: SOD Clinics

    Origination Date: June 2015

    Effective Date: 8/25/15

    Reviewed and/or Revised: 09/01/2017, 3/15/2025, 8/15/2025

    Purpose: To assure the safety of patients and visitors by appropriately managing individuals who are expressing and/or exhibiting homicidal and/or suicidal thoughts or ideations.

    Policy and/or Procedure: If an individual should make statements that implies, suggests, or states their intention to harm anyone, including themselves, campus police (911) are to be called immediately as well as our Emergency Response Team.

    Every effort should be made to safely detain the individual until campus police arrive.

    Once campus police arrive, we will explain the situation and ask them to complete an Emergency Petition based on the comments made by the individual.

    Once the Emergency Petition is completed, campus police will call the Baltimore City Police Dept. to transport the individual to the nearest Emergency Dept. for further evaluation.

    If a nurse was not present for the incident, notify a nurse as soon as possible so that an incident report can be documented.

    Nitrous Oxide Protocol

    Subject: III. Clinical – I. Patient Care

    Department: AGD, ASE, Oral Surgery, Special Patient and UMOMSA Clinics

    Policy Number: CL008

    Origination Date: 03/14/2008

    Effective Date: April 3, 2008

    Reviewed and/or Revised: 09/01/2017, 6/4/16, 5/25/17, 9/24/19, 05/16/2022, 03/13/2024, 07/31/2025, 9/26/2025, 11/19/2025

    Policy Statement: The Department of Environment Health and Safety (EHS) will conduct exposure monitoring of clinical operations that utilize nitrous oxide in the Dental School. Periodic training will be conducted in each department where Nitrous oxide is administered, including staff, residents, and students. Equipment maintenance will be performed on a periodic basis and recorded by EHS. Reports will be provided by EHS to the Director of Clinical Operations, with a copy to the Director of Medical Credentialing and Quality Assurance. Training for new staff will be coordinated, conducted, and logged by the Supervisor of Dental Assistants. 

    Purpose: The purpose of the EHS & UMSOD’s monitoring will be to:

    1. ensure that employee exposures are below National Institute for Occupational Safety and Health (NIOSH) and American Conference of Government Industrial Hygienists (ACGIH) limits;
    2. to detect leaks in the nitrous oxide delivery systems and
    3. to assess the effectiveness of work practices.

    Compliance:

    Nitrous Oxide Exposure Limits:

    • Permissible Exposure Limit (PEL) is not currently regulated by OSHA.
    • American Conference of Government Industrial Hygienists (ACGIH) Threshold Limit Value (TLV): 50 ppm 8-hr time weighted average (TWA).
    • National Institute for Occupational Safety and Health (NIOSH) Recommended Exposure Limit (REL): 25 ppm-8 hr TWA.

    Procedure:

    1. The sampling will be conducted using a combination of a MIRAN SapphIRE Infrared Analyzer and Vapor-Trak Nitrous Oxide Badges.
    2. The infrared analyzer will be used to obtain real time data on the effectiveness of work practices and to detect leaks in the delivery systems.
    3. The nitrous oxide badges will be used to determine full day person exposure levels.
    4. Testing areas may include:
      1. 1st Floor: UMOMSA Practice
      2. 2nd Floor: AEGD and Oral Surgery Clinic
      3. 3rd Floor: ASE Pediatric Dentistry Clinic
      4. 4th floor: SCG, ASE Periodontics, Prosthodontics & Endodontics clinics
    5. The sampling will be conducted under the direction of a Certified Industrial Hygienist (CIH) from the University of Maryland, Baltimore Environmental Health Safety Office.
    6. After initial testing, if results are within compliance standards, testing to be performed bi-annually.

    Training:

    1. Training will be conducted on a periodic basis to refresh current staff, residents and students and to train newly arrived staff, residents or students.
    2. ASE Departments – coordinate new training with arrival of new class of residents.
    3. Oral Surgery – coordinate training as new residents come through the program.
    4. Training sessions will be logged by each Department.
    5. Training will include:
    • Equipment set-up
    • Selection of properly fitted mask
    • Use of monitoring badges
    • Maintenance of equipment

    Maintenance:

    1. Periodic maintenance is essential.
    2. Hoses and masks will be inspected by each Department’s designated person for wear, holes and loss of elasticity.
    3. Equipment will be inspected by each Department’s designated person to be certain that connections are secure; gaskets are functional.

    On Call Policy and Procedure

    Subject: III. Clinical – I. Patient Care

    Reviewed and/or Revised: 09/01/2017, 03/13/2024, 07/31/2025

    Purpose

    This on-call service is provided for active patients of record only. Patients are considered active patients of record if they are in current treatment with an Undergraduate Dental Student or Post Graduate Resident. Patients who are inactivated or not assigned to a Dental Student are not considered active patients. Patients who have been treated through the Dental School’s Urgent Care Clinic are not considered active patients unless they have an emergency associated with the recent area of treatment at the Dental School.

    Definitions

    Active patient of record– a patient that is in current treatment with an Undergraduate Dental Student or Post-Graduate Resident.

    • Patients who are inactivated or not assigned to a Dental Student are not considered active patients.
    • Patients who have been treated through the Urgent Care Clinic are not considered active patients unless they have an emergency associated with a recent (within one week) area of treatment that was performed at the Dental School.

    Policy and/or Procedure

    This person will be a Dentist, Resident, Patient Care Coordinator, or a Dental Assistant with a minimum of 10 years of experience. The Dean of Clinical Affairs must approve the dental personnel providing this service.

    This on-call service is provided for active patients of record only. Patients are considered active patients of record if they are in current treatment with an Undergraduate Dental Student or Post Graduate Resident. Patients who are inactivated or not assigned to a Dental Student are not considered active patients. Patients who have been treated through the Dental School’s Urgent Care Clinic are not considered active patients unless they have an emergency associated with the recent area of treatment at the Dental School.

    On call schedule:

    • The on-call schedule will be prepared and maintained by the Director of Urgent Care.
    • The schedule will be prepared in July to cover the entire year and will indicate the name of the dental personnel on call to triage incoming phone calls for each week during this year.
    • Any changes to the schedule must be made through the Director of Urgent Care as soon as possible. In case of the need for last-minute substitutions, the personnel currently on call must make arrangements for other approved dental personnel to cover for them and inform the Director of Urgent Care.

    On call responsibilities:

    1. Be accessible by pager 24 hours per day on the weekends, holidays, and weekdays when the dental school's clinics are closed as well as from 5pm through 8AM on weekdays when the dental school clinics are open.
    2. Consult with and triage “emergency “calls for the University of Maryland Dental School’s active patients of record.
    3. Affirm that the patient calling is an active patient of record by accessing the Axium Database on a laptop computer that is provided by the Dental School. Axium may also be used to verify any recent treatment or prescriptions given to the patient.
    4. Access the situation and manage /initiate treatment of after-hours “emergency” patients during non-clinic hours.
    5. Contact the on-call Oral Surgery Resident for assistance with emergency conditions that may require the patient to be seen in the hospital during non-clinic hours.
    6. Contact the dentist faculty member assigned that week to provide assistance when needed.
    7. Contact the appropriate Resident on call for the Periodontics, Oral Surgery, AEGD Prosthodontics, Pedodontics, Orthodontics, and Endodontics Department, as needed, if patients from these departments require assistance.
    8. Call in prescription for the dentist on call if verbal order for any medication(s) is given.
    9. Maintain a log of all of all phone inquiries, which will include the following information:
      1. Patient name and telephone number.
      2. Patient chart Number (if known).
      3. Date and time of call.
      4. Dental Clinic in which comprehensive treatment is usually provided (name of dental student or resident the patient is assigned to).
      5. Chief complaint and history of present condition.

        Note: Esthetics is not considered an Emergency situation.

      6. Name of the on-call Resident that the patient was referred to, if the patient is a post-graduate patient.
      7. Treatment advised (referral, medications, immediate clinic evaluation, follow-up appointments).
      8. Contact student or resident that patient is assigned to.
    10. Patients that are referred to a hospital are advised to come to the University of Maryland Hospital Emergency Room rather than another hospital, if possible, if they are experiencing:
      1. Trauma to teeth or the peri-oral area.
      2. Fever, swelling, toothache interfering with eating or sleeping
      3. Difficulty swallowing, difficulty breathing, or trismus.
    11. When a patient is being referred to a hospital they shall be notified that any costs associated with their visit to the hospital will be the patient’s responsibility.

    Patient Access to Care Policy

    Subject: III. Clinical – I. Patient Care

    Origination Date: 6/30/09

    Effective Date: 6/30/09

    Reviewed and/or Revised: 09/01/2017, 03/15/2024, 07/31/2025

    Purpose: The purpose of this policy is to ensure that patients are accepted, assigned, treated, and referred elsewhere as needed.

    Policy Statement

    UMSOD will accept patients based upon their dental needs, the ability of the school to meet their needs, the needs of the educational programs to provide clinical experiences to the students, and the patient’s ability to meet their responsibilities. Patients will be assigned to students will take place as soon as possible after the first contact with the school.

    The frequency of treatment for each patient will be determined on an individual basis.

    Patients may be referred elsewhere when it is determined that the school is unable to meet the patient's needs and/or the patient is unwilling or unable to meet his/her responsibilities.

    Consistent with University of Maryland, Baltimore policies, UMSOD does not discriminate on the basis of race, color, religion, national origin or ancestry, sex, sexual orientation, gender identity or expression, physical or mental disability, marital status, protected veteran's status, or age in its programs and activities. Specifically, Title IX prohibits discrimination on the basis of sex in UMB's programs and activities. UMB will take steps to eliminate prohibited conduct, prevent its recurrence, and remedy its effects. Please refer to the “UMB Policy On Discrimination and Sex-Based Discrimination” elsewhere in the Clinic Manual for additional information.

    Patient Rights Policy

    Subject: III. Clinical – I. Patient Care

    Origination Date: 6/1/09

    Effective Date: 6/1/09

    Reviewed and/or Revised: 09/01/2017, 02/01/2019, 03/15/2024, 07/31/2025, 3/15/2024, 7/31/2025, 1/23/2026

    Purpose: To guide University of Maryland School of Dentistry personnel in their interactions with patients.

    Policy Statement

    Each patient is entitled to:

    • Considerate, respectful and confidential treatment;
    • Continuity and completion of treatment;
    • Access to complete and current information about his/her condition;
    • Advance knowledge of the cost of treatment;
    • Informed consent;
    • Explanation of recommended treatment, treatment alternatives, the option to refuse treatment and risk of no treatment and expected outcomes of various treatments;
    • Emergency, incremental and total patient care;
    • Treatment that meets the standard of care in the profession;
    • Access to a patient advocate who will appropriately communicate your experience. To communicate your experience, please contact one of the following Patient Care Coordinators at one of the appropriate numbers below: 
      • 1st Floor Faculty Practice Clinic: 410-706-7961 
      • 2nd Floor AEGD Clinic: 410-706-4428 or 410-706-4156 
      • 2nd Floor Undergraduate & Screening Clinics: 410-706-8127 
      • 2nd Floor Urgent Care & Oral Surgery Clinics: 410-706-8127 
      • 3rd Floor Undergraduate Clinic: 410-706-8127 
      • 3rd Floor Orthodontics/Pediatric Dentistry Clinic: 410-706-0768 
      • 4th Floor Endodontics, Prosthodontics & Periodontics Clinic: 410-706-8111 
      • 4th Floor PLUS & Special Care & Geriatrics Clinics: 410-706-8127 
      • Universities At Shady Grove, Rockville, MD UMSOD Dental Clinic: 240-665-6700

    Patients Accompanied by Non-Patient and/or Minors While in Dental Operatories or Surgical Areas Policy

    Subject: III. Clinical – I. Patient Care

    Department: Oral Surgery

    Effective Date: 9/13/13

    Reviewed and/or Revised: 09/01/2017, 1/28/2024, 8/13/2025, 3/25/2026

    Purpose: Accompanied and/or Unaccompanied Children in Clinical Areas

    Policy and/or Procedure:

    For privacy and safety reasons, only the patient scheduled for dental treatment is permitted in the dental operatory during the delivery of care. However, if extenuating circumstances warrant, a clinical faculty member may determine that an individual other than the scheduled patient may also be present in the dental operatory during treatment. Relatives, friends, and children accompanying scheduled patients should wait in the reception area. Children under the age of 12 cannot wait in the reception area unsupervised. UMB School of Dentistry faculty, staff, residents, or students are not responsible for the welfare or supervision of unaccompanied children in the reception area.

    Policy for the Management of Pregnant Patients

    Subject: III. Clinical – I. Patient Care

    Origination Date: 6/16/2025

    Effective Date: 6/17/2025

    Reviewed and/or Revised: 06/17/2025, 2/13/2026, 3/26/2026

    Purpose

    To guide providers on the management and dental procedures that are considered safe through all stages of pregnancy. 

    Scope

    Applies to all pregnant patients treated in SOD clinics.

    Policy and/or Procedure

    Personal health considerations in pregnant patients imply specific approaches regarding obtaining consent, collecting information relevant to pregnancy, and proceeding with additional consultations with the physician, obstetrician, and other dental specialties, all of which are relevant to treatment planning.   

    Routine oral and dental care should establish a dental home during the first trimester of pregnancy. Education and counselling in early oral health promotion in the pregnant individual affects a child’s oral health and enables the establishment of an early dental home for the newborn child.  

    Recommendations regarding preventive, diagnostic, and therapeutic interventions should follow standard best practice protocols for pregnant patients. A patient-centered oral health preventive and treatment plan should be implemented for each pregnant individual. 

    Treating a pregnant patient in the dental school clinic settings requires a consultation with an attending faculty (instructor) for further guidance. 

    Consent:

    Maryland Law and HIPAA should be followed regarding statutes that govern confidentiality and consent for care of patients under 18 years old. Dental providers should be aware of the State’s regulations on consent and caring for a pregnant dental patient. Overall, attention is required in adolescent pregnant individuals under 18 years of age, as in some states a parental consent may be required prior to proceeding with non-emergency dental treatment.

    Routine dental and oral care during pregnancy:

    Positioning considerations: 

    • Proper positioning in the second and third trimesters advised avoiding postural hypotension. 
    • Dental exam requires positioning the pregnant patient to keep patient comfortable in left lateral decubitus position by elevating the patient’s right hip by 15 degrees, to relieve abdominal pressure and prevent supine hypotensive syndrome due to inferior vena cava compression. 

    The initial/first visit should occur in the first trimester of pregnancy.

    During this visit, the providers must: 

    • Obtain, and update at each visit, a thorough medical history includes specific information related to the mother’s overall health condition and/or any systemic, chronic, or underlying conditions, medications, allergies. If warranted, further consultation with the obstetrician and/or physician should be conducted prior to planning dental treatment. 
    • Collect all information relevant to pregnancy,  
    • Provide anticipatory guidance for both the mother and unborn child (i.e. diet and oral hygiene counselling, caries and periodontal risk assessment, consultations regarding fluoride intake and radiographic exposure) 
    • Discuss safety of prescription-based and over-the-counter medications, and  
    • Discuss risks of exposure to smoke, tobacco and illicit substances (including potential harm to the fetus) 
    • Perform a thorough dental examination (including chief complains or any emergencies) 
    • Address any acute issues at the initial visit.   
    • Blood pressure screening should be performed during the initial exam and at all subsequent visits to rule out hypertensive disorders during the first trimester of pregnancy. If warranted, an obstetrician and/or primary physician should be consulted for further treatment of hypertension.  

    Caution should be exercised regarding an increased risk for aspiration due to delayed gastric emptying in pregnant individuals. 

    Subsequent visits: 

    • Dental emergencies should be treated immediately and should not be postponed for pregnant patients. 
    • Non-urgent and elective dental procedures, such as restorative, surgical, and periodontal interventions, are recommended during the second trimester.  
    • Dental bleaching is recommended to be postponed until after delivery. 
      • Anticipatory guidance relevant to both the mother and unborn child, caries risk assessment, dietary counseling and oral hygiene instructions should be emphasized at each periodic examination.  
    • Oral health counselling should address topics relevant to relationship of maternal oral health and fetal health (such as prevention of vertical transmission of bacteria) but also should include topics related to association with pre-eclampsia, preterm births, and developmental defects in the primary dentition. 
    • Healthy diet is critical to the health of the mother and the fetus, particularly considering intake of some nutrients, such as folic acid, iron, calcium, vitamin D, choline, omega-3 fatty acids, B vitamins, and vitamin C, but also in prevention of caries lesions, and dental erosions due to vomiting. Pregnant patients should be advised to avoid highly cariogenic foods and drinks, and to consume noncariogenic and nutrient rich food. 
    • Oral hygiene, pregnant patients should be instructed on the frequency and technique of toothbrushing. It is advised to brush twice daily with fluoridated toothpaste and additionally implement daily flossing. If experiencing nausea and vomiting, it is recommended to use a sodium bicarbonate or fluoridated oral rinse afterward. 
    • Preventive measures regarding fluoride intake should be emphasized in all pregnant patients, which includes dosage and frequency of fluoride intake, but also frequency of topical fluoride application. Special consideration is required in pregnant patients who are at increased risk of developing caries lesions. 
    • Avoid prescribing highly concentrated fluoride products, as this affects both the pregnant individual and the fetus, including potential effects on the developing dentition in the newborn. Information on dosage-related potential toxicity is mandatory.  
    • Anticipatory guidance and consultation should be provided regarding using tobacco, alcohol, marijuana, and other illicit substances. The pregnant individual may require referral for appropriate counselling if substance misuse is observed.

    Periodontal diseases during pregnancy 

    Pregnant patients may be at increased risk for gingivitis and periodontal diseases. Therefore, additional advising regarding oral hygiene and diet should be provided. Pregnancy associated hormonal disbalance causes dryness of the mouth, so increasing frequency of drinking water and chewing sugarless gum, to stimulate saliva production, is highly recommended in the pregnant individual.  

    Pyogenic granuloma, a common periodontal lesion resulting from hormonal changes, requires immediate treatment.  

    Periodontal diseases and negative sequalae related the mother’s oral health status, but also potential complications during, pre- and post-delivery (low-birth weight, preterm birth, pre-eclampsia and gestational diabetes) can be prevented by encouraging pregnant individuals to have routine dental examinations, to be evaluated for commonly associated oral lesions and advised on preventive protocols.  

    Radiographic diagnostics during pregnancy 

    • Follow the most current radiographic imaging guidelines and safety protocols, including for pregnant patients. 
    • Minimize radiation exposure by tailoring radiographs to individual patient needs. 
    • Apply ALARA principles and weigh maternal–fetal risks against diagnostic benefits. 
    • Use clinical judgment to determine the type, number, and technique of radiographs. 
    • Base radiographic indications on medical and dental history, clinical examination, and treatment necessity. 
    • Do not delay justified standard dental radiographs needed for emergency or diagnostic purposes. 
    • When proper safety precautions are used, standard dental radiographs pose negligible risk to the fetus. 
    • Although lead aprons are no longer generally recommended, their use is required at UMSOD per Maryland State law. 
    • Stay current with updated radiographic safety recommendations and state regulatory requirements. 
    • Radiographic techniques beyond standard dental imaging are not addressed; consult the patient’s OB/GYN if needed. 
    • Final decisions on radiographic procedures should consider all clinical circumstances and individual patient needs. 

    Dental emergencies during pregnancy 

    Chief complaints due to odontogenic or periodontal infection should be addressed and resolved promptly.  

    The pregnant patient experiencing odontogenic related infection, and its potential complications in oral facial region, is considered an emergency and requires immediate treatment, regardless of the stage of pregnancy.  

    Dental pain in pregnant patients should be categorized as odontogenic (pulpal or periapical), periodontal, pericoronal, or non-odontogenic. Conditions such as irreversible pulpitis, acute apical abscess, cellulitis, and pericoronitis are considered urgent dental infections requiring immediate treatment regardless of trimester. 

    Certain precaution measures are necessary when deciding on the treatment options (restorative, endodontic, periodontal, surgical) and therapeutic agents for pain control and infection (local anesthesia, analgesics, antimicrobials, and sedation), given the potential benefits of the dental therapy versus the risks to the pregnant patient and fetus.  

    Decisions regarding the timing and selection of dental or surgical (e.g extractions) treatment for pregnant patients should be based on an individualized assessment of risks and benefits. Such decisions remain within the professional judgment of the treating dentist or oral and maxillofacial surgeon, following appropriate evaluation of the patient’s medical status and consultation with the patient’s obstetric provider when indicated. If pregnancy is deemed high risk such as risk of preterm labor, supine hypotensive syndrome, preeclampsia, placenta previa, gestational diabetes (poorly controlled), anticoagulation therapy, severe cardiovascular disease, multiple gestation or any other significant obstetric complications then such patients should be referred to ASC or hospital setting for treatment.

     

    Medical history; Medications; Specialty consultations:

    Certain medications present an increased risk for both the pregnant individual and fetus (due to crossing the placenta) and must be avoided.  
    Limited duration and minimal dosages, avoidance of certain prescription-based and over the counter medications, but also consultation with the OB/GYN physician, is warranted during pregnancy and lactation period to obtain a full list of indicated and contra-indicated medications.

    Indicated Medications 

    • Penicillin 
    • Amoxicillin 
    • Cephalosporins 
    • Clindamycin 
    • Metronidazole 
    • Analgesic and antipyretic of choice during pregnancy and lactation period is acetaminophen (acetyl-para-aminophenol).  

    Contra-indicated Medications 

    It has been suggested to avoid the following prescription-based medications during pregnancy and postpartum lactation period:  

    • Antibiotics (doxycycline, tetracycline) 
    • Anxiolytics (alprazolam and diazepam) 
    • Anticonvulsants (topiramate, valproic acid), due to potential risk for cleft lip and palate in fetuses.  
    • Erythromycin in the first trimester of pregnancy may require additional consultation with the physician.  
    • Fluoroquinolones should be avoided during pregnancy; alternatives are recommended during lactation period. 
    • Aspirin (acetylsalicylic acid) should be avoided during pregnancy and lactation period. 
    • NSAID (nonsteroid anti-inflammatory drugs) are contraindicated in first and third trimester, such as naproxen, ibuprofen, diclofenac, and celecoxib, should be avoided in pregnancy. In rare cases in the second trimester if considered, they should be used under the guidance of a healthcare provider and in minimal dosages with restricted duration, considering the stage of pregnancy.  
    • OTC (over the counter) medications that should be avoided by pregnant patients include medications for gastrointestinal upset and diarrhea (drugs containing bismuth subsalicylate; decongestants such as phenylephrine, pseudoephedrine), antipyretics (containing guaifenesin). Special precaution is required with pain medications (ibuprofen, naproxen, and aspirin).  
    • Opioids (codeine, morphine, meperidine) in pregnancy, due to certain potential risks of harm to the pregnant mother and fetus. If any consideration is given for prescription of opioids for acute pain, it should be under the physician’s guidance for any potential risk, and the lowest dose and duration appropriate to indications.

    Local anesthetics during pregnancy: 

    • Local anesthesia is safe to use in pregnant patients. 
    • Patients with hypertensive disorders should avoid vasoconstrictors due to potential exacerbation of cardiovascular risks.  
    • For pregnant patients with underlying conditions, obstetricians and/or physicians should be consulted. Standard protocols and precaution measures regarding dosages, techniques, and needle aspirations should be applied. 
    • Preference is given to an amide-type of local anesthetics. Lidocaine with 1:100,000 epi (class B) remains the safest choice.   

    Advanced pharmacologic behavior and pain management during pregnancy: 

    • Nitrous oxide should be avoided in pregnant patients and is contraindicated during the first trimester.  
    • If the treatment requires sedation or general anesthesia, anesthesiology and the patient’s medical provider should be further consulted prior to planning the treatment. 

    References:

    1. American Academy of Pediatric Dentistry: Oral Health Policies & Recommendations (The Reference Manual of Pediatric Dentistry): https://cicero.umaryland.edu/Cicero/sd/Rooms/DisplayPages/LayoutInitial?Container=com.webridge.entity.Entity[OID[875E0245CF1AE3438767F9707A13BE7F]
    2.  The Reference Manual of Pediatric Dentistry 2024-2025: Definitions, Oral Health Policies, Recommendations, Endorsement, Resources. Chicago III: American Academy of Pediatric Dentistry; 2024.
    3. Nowak AJ, Casamassimo PS. The Handbook of Pediatric Dentistry. 5h ed. Chicago. American Academy of Pediatric Dentistry; 2018.
    4. American Dental Association: https://www.ada.org/resources/practice/dental-standards
    5. CDC guidelines https://www.cdc.gov/opioid-use-during-pregnancy/index.html 
    6.  American College of Radiology: ACR-SPR Practice Parameter for managing Pregnant or Potentially Pregnant Patients with Ionizing Radiation https://gravitas.acr.org/PPTS/GetDocumentView?docId=23
    7. American College of Obstetricians and Gynecologists: Guidelines for Diagnostic
      Imaging During Pregnancy and Lactation https://www.acog.org/clinical/clinical-guidance/committee-opinion/articles/2017/10/guidelines-for-diagnostic-imaging-during-pregnancy-and-lactation 
    8. The National Institute for Occupational Safety and Health’s (NIOSH): Reproductive
      Health and the Workplace: Radiation – Ionizing https://www.cdc.gov/niosh/reproductive-health/prevention/ionizing-radiation.html 
    9. Parameters of Care: Clinical Practice Guidelines for Oral and Maxillofacial Surgery (ParCare), 7th ed. Rosemont, IL: AAOMS; 2023 
    10. Nonsteroidal Anti-Inflammatory Drugs (NSAIDs): Drug Safety Communication – Avoid Use of NSAIDs in Pregnancy at 20 Weeks or Later. Silver Spring, MD: FDA; 2020 
    11. American College of Obstetricians and Gynecologists. (2013). Oral health care during pregnancy and through the lifespan. Committee Opinion No. 569. Obstetrics & Gynecology, 122(2), 417–422. 



    Protocol Workflow for Pretreatment Review of EPR

    Subject: III. Clinical – I. Patient Care

    Origination Date: 07/28/21

    Effective Date: 07/28/21 

    Reviewed and/or Revised: 03/13/2024, 07/31/2025

    Protocol/Workflow for Pretreatment Review of EPR:

    • Blood pressure
    • Medical history review
      • Including eRx review for allergies and changes in medications
    • Patient card review for phone, email, special needs
    • Check for consents
    • Check for outstanding medical consults

    Provisional Crowns/Bridges - Post Graduate Clinics

    Subject: III. Clinical – I. Patient Care

    Department: Post-Graduate Prosthodontics, Periodontics and AEGD

    Effective Date: June 19, 2008

    Reviewed and/or Revised: 5/31/16, 09/01/2017, 1/12/2024, 8/13/2025

    Purpose: The purpose of this policy is to follow guidelines for when provisional (temporary) crowns/bridges may be used during treatment.

    Definition: Provisional – Formed or preformed for temporary purposes or used over a limited period; a temporary or interim solution; usually refers to a prosthesis or individual tooth restoration or dental implant. This is according to the American Dental Association (ADA) 2024 CDT Code Book.

    Policy and/or Procedure:

    The purpose of this policy is to follow guidelines when provisional (temporary) crowns/bridges may be used during treatment.

    This policy applies to Post-Graduate Clinics - Prosthodontics, Periodontics and AGD, Faculty, Residents, Business/Office Managers and Patient Care Coordinators.

    1. Provisional crowns and/or bridges are to be noted on the treatment plan, which the patient signs. The fee being charged should also be noted.
    2. Patients who need provisionals should be charged for this treatment when the care will be long and extensive. In most instances, this policy does not refer to a single crown or short span bridge.
    3. Only Post-Graduate level Clinics will oversee these patients if at all possible.
    4. The treatment plan and consent form must contain information regarding all services rendered and their fees including:
      1. Tooth or implant numbers involved,
      2. Fee for each tooth
      3. Total fee
      4. Patient understands that he/she is responsible for payment of provisional crown/bridges.
      5. Patient understands that he/she is responsible for payment of the permanent crowns/bridge(s).
      6. Signed by Patient, Program Director or Attending Faculty, and Resident.
      7. Patient must know that these are temporary restorations and that they must complete the treatment with the final restorations in a timely manner or risk having their teeth become carious.

    Referral of Patients Assigned for Pre-doctoral Implant Treatment Planning and Referral

    Subject: III. Clinical – I. Patient Care

    Department: Pre-Doctoral Clinic

    Effective Date: 5/31/16

    Reviewed and/or Revised: 09/01/2017, 02/07/2024, 07/29/2025

    Policy and/or Procedure:

    The primary source of implant treatments is from the pool of patients available to students. If students require additional treatment experience, they should contact their GP directors for assistance. 

    Referral from Specialty Clinics: cases referred from specialty clinics (OS, ADE-Perio, ADE-Prosth, AEGD) for restorations in the predoctoral clinics should ideally be referred before implant placement. This allows for accurate planning and discussion of treatment plans with the patient, following the undergraduate implant protocol. 

    Evaluation of Existing Implants: if implants have already been placed, a consultation appointment should be made in the Prosthodontics Clinic for evaluation of the suitability for implant restoration in the undergraduate clinic. 

    Acceptance Criteria: only Nobel Biocare implants are restored in the undergraduate clinic. Cases involving other implant systems should be referred to the Implant or Advanced Prosthodontics Clerkship or ADE-Prosthodontics. 

    Assessment and Clearing Phase I: once deemed acceptable for undergraduate clinics, the patient's general oral condition should be assessed by General Dentistry faculty in the undergraduate clinic. After clearing Phase I, the student should schedule the patient for a case presentation in the Prosthodontics Clinic. 

    Case Assignment from Outside referral to undergraduate clinics: the resident will contact PCC (Mrs. Martha Kreiner) or the Predoctoral Prosthodontics Director via Axium message to assign the case to an undergraduate student, who will initiate the process for restoring the case. 

    The resident will contact PCC or Predoctoral Prosthodontics Director via Axium message for the case to be assigned to an undergraduate student that will start the process for restoring the case. 

    Referral of Patients to Special Care and Geriatrics Program

    Subject: III. Clinical – I. Patient Care

    Department: Oral and Maxillo Facial Surgery

    Effective Date: 9/7/16

    Reviewed and/or Revised: 09/01/2017, 02/08.2024, 07/29/2025

    Purpose: Protocol for Referral of Patients to Special Care and Geriatrics

    Policy and/or Procedure:

    Patients treated in Special Care and Geriatrics Clinic include individuals with: intellectual, developmental and/or physical disabilities; Cognitive disorders including but not limited to: Alzheimer’s disease, dementia, frontal temporal disorder; Medically complex individuals including those undergoing dialysis, chemotherapy, preparing for or awaiting organ transplant; including frail older adults, those 70 years of age and older and those with Health or Physical limitations. This group includes those 18 years and older with complex medical histories, awaiting organ transplant, receiving cancer therapy or who require consideration beyond routine approaches to receive oral health care. 

    Patients may contact SC+G directly at 410-706-7039. 

    Patients presenting to Admissions/Screening and deemed appropriate for SC+G clinic by the supervising faculty may be referred to SC+G. When appropriate, medical consults should be written in Admissions/Screening and forwarded to the patient’s primary health care provider. Returned, completed medical consults should be available in the patient’s electronic health record for review prior to an appointment being confirmed in SC+G. 

    Patients currently being treated in the predoctoral, postgraduate or faculty practice can be transferred to S C + G if they fit the criteria listed above.  Referrals should be filled out in Axium including reasons for referral to specialty clinic and swiped by attending faculty. The Director of SCG will review all referrals for approval to schedule in SCG.  

    Patient assignment to SC+G is based on 1) the patient’s physical or cognitive capacity, 2) the need for advanced behavioral management in order to effectively provide oral health care, 3) the need for the patient’s oral health care to be supervised by faculty experienced in advanced oral medicine, 4) for the patient’s safety as a result of physical or cognitive limitations, and/or 5) the need for nitrous oxide to receive care. 

    Patients assigned to SC+G includes, but is not limited to the following: 

    Patients

    1. on hemodialysis
    2. on an organ transplant list
    3. with Down Syndrome, Cerebral Palsy, and/or with severe and profoundly challenging behaviors
    4. with hemophilia where injection of factor is required immediately preceding the dental procedure
    5. with uncontrolled Epilepsy
    6. with cognitive impairments such as dementia, frontal temporal dementia or Alzheimer’s disease;
    7. with spinal cord injuries and/or amputees who cannot ambulate with prosthetic limbs or be transferred from their wheelchair or stretcher (Gurney) to the operatory chair
    8. with cancer receiving chemotherapy or radiation therapy
    9. with physical disabilities which interfere with ability to function. include but not limited to:
      • multiple sclerosis
      • blindness – if cannot function without assistance
      • confined to a wheelchair AND cannot transfer to dental chair
      • transferred by stretcher AND cannot transfer to dental chair
      • unable to ambulate or be transferred to the operatory chair
    10. require nitrous oxide to receive oral health care.

    All patients are required to obtain copies of a recent, complete physical examination. Supportive laboratory studies may be requested, as needed

    Referral of Surgical Treatment of Patients for Implants to PG

    Subject: III. Clinical – I. Patient Care

    Department: Pre-Doctoral Clinic

    Origination Date: 5/31/16

    Reviewed and/or Revised: 09/01/2017, 01/12/2024, 03/13/2024, 07/31/2025

    Policy and/or Procedure:

    There is no longer a formal implant screening process in the undergraduate clinic. Implants may be considered as part of a comprehensive treatment plan for patients with missing teeth or who are about to lose a tooth (teeth) in the near future.

    A consultation is obtained with the attending prosthodontist on the floor during the treatment planning process for those patients who are interested in implants and for which implants are a viable option. The purpose of the consultation is to determine if implants are the appropriate option and if so, is the undergraduate clinic an appropriate venue for the restoration of the implants? Single tooth implants in the non-esthetic zone and mandibular implant overdentures are considered mainstream treatments in most cases. Other treatment types such as single implants in the esthetic zone, Implant supported FPDs, maxillary implant overdentures, etc., etc. are considered advanced treatment and may need to be referred to the implant clerkship or ADE for treatment. The D9450.9 code is planned and approved signifying case acceptance for restoration in the undergraduate clinic.

    A referral to specialty clinic request is planned for consultation with one of the surgical residents. Before this referral can be made the appropriate fees for the implant and associated restorative phase must be planned and the treatment plan consented to by the patient. Additional fees for radiographs and other surgical fees will be planned by the requesting provider and additional consent obtained at the time of the surgical consultation.

    Changes to the treatment plan (placement of additional implants e.g.) should not be made without consulting the referring student and their attending faculty. In some cases, the new treatment plan may exceed the capability of the undergraduate students and therefore the case may need to be reassigned to a more advanced student with commensurately higher fees. In any case, the new treatment must also be consented to by the patient.

    Referring a Patient for a Medical Evaluation Consult

    Subject: III. Clinical – I. Patient Care

    Origination Date: 11/1/2008

    Effective Date: 11/1/2008

    Reviewed and/or Revised: 09/01/2017, 03/13/2024, 07/31/2025

    Purpose: To insure a proper process for gaining knowledge about a patient’s medical history to allow for safe dental treatment

    Definitions:

    • EPR: electronic patient record
    • E-form: electronic form
    • Med: medical
    • Physician: medical doctor
    • PCC: Patient Care Coordinator 

    Policy and/or Procedure:

    Request for Medical Consult:

    • When a student, faculty, or resident identifies items in a patient’s med history that may cause complications during dental treatment a medical consultation will be indicated.
    • When a Medical Consult Request form is indicated:
    • Medical consult request form must be add to the patient’s EPR 
    • Student/Residents/Faculty assigned to the patient will complete page 1 of the medical consult request e-form. 
    • Student reviews consult with the faculty member and makes appropriate changes if indicated by faculty.
    • Faculty approves the e-form.
    • Patient signs the Med consult form electronically. 
    • A copy is printed from the patient’s EPR to be faxed or given to the patient to take to their physician. Physician will complete page 2 of the medical consult.
    • When the medical consult reply is returned:
      • By fax or mail: The med consult will be scanned into patient’s EPR by the General Practice Nurse. Provider will be notified via email. The consult reply must be interpreted and discussed with assigned faculty. Faculty will approve the completed medical consult optional note. Provider will be required to update patient’s medical history and medication list.
      • By patient: The student should have the med consults reply reviewed by assigned faculty and discuss under what conditions the patient may receive treatment. *The student will place the medical documents in the secured nurse’s box located outside nurse’s office and/or the 3rd floor PCC’s office to be scanned into the patient’s EPR. Faculty will approve the completed medical consult optional note. Providers are required to update patient’s medical history and medication list.

    Release From Responsibility

    Subject: III. Clinical – I. Patient Care

    Policy Number: CL007

    Origination Date: February 22, 2008

    Effective Date: May 1, 2008

    Reviewed and/or Revised: 09/01/2016, 09/01/2017, 3/13/2024, 7/31/2025, 3/27/2026

    Purpose: The purpose of this policy is to follow guidelines when a patient refuses appropriate dental/medical care.

    Policy and/or Procedure:

    1. Patient is to be educated and informed of treatment options as well as the possible outcomes of not obtaining the recommended treatment
    2. If patient refuses appropriate recommended dental/medical treatment, patient is to complete, sign and date the Refusal of First Recommended Treatment Option Form. One witness will also need to sign and date the form.
    3. Refusal for appropriate recommended dental/medical treatment and completion and signature of Refusal of First Recommended Treatment Option Form (attached copy) noting patient is aware of the risks for refusing the highly recommended treatment is also to be placed in the chart and noted in the chart notes.
    4. Chart note information needs to be signed.
    5. Program GP Director
    6. Student

    Risk Management Policy

    Subject: III. Clinical – I. Patient Care

    Effective Date: 6/1/08

    Reviewed and/or Revised: 09/01/2016, 09/01/2017, 03/13/2024, 07/31/2025

    The objective of the Risk Management Plan is to minimize the adverse effects of loss through identification and assessment of loss potential and loss prevention and to maintain an environment for its faculty, staff, students and visitors that does not adversely affect their health and safety. The plan is integral to the quality management of the UMSOD.

    • Identify, classify, and evaluate risks of loss to patients, employees, students, faculty and visitors;
    • Document the frequency and severity of risks;
    • Initiate action to eliminate or minimize these risks; and,
    • Integrate risk activities into the Quality Assurance Program.

    Scheduling a Patient for Dental Implants Procedure

    Subject: III. Clinical – I. Patient Care

    Effective Date: 5/31/16

    Reviewed and/or Revised: 09/01/2017, 02/07/2025, 07/29/2025

    All scheduling for appointments in the undergraduate prosthodontics clinic must be done through the Axium Scheduler tab. IMP/TP chairs are designated for treatment planning and digital planning, while IMP or FIX chairs are allocated for implant restorations. 

    Note: Prosthodontics attendings do not have access to scheduled appointments and should not be contacted for scheduling issues. 

    Surgical appointments are scheduled by the surgical providers in their respective assigned specialty clinics. 

    CBCT scan appointments are scheduled through the Radiology Division. Students are encouraged to assist patients in scheduling these appointments. 

    Screening for Hypertension Policy and Procedure

    Subject: III. Clinical – I. Patient Care

    Department: Clinical

    Origination Date: July 1, 2009

    Effective Date: July 1, 2009

    Reviewed and/or Revised: 6/4/16, 5/25/17, 09/01/2017, 4/20/2017, 1/28/2024, 3/06/2025, 10/29/2025, 11/18/2025

    Purpose: To provide blood pressure guidelines when providing dental treatment to patients to allow for safe treatment in the following areas, AEGD, ASE, Emergency, Faculty Practice, Oral Surgery, Predoctoral Clinics, Radiology, Screening, SPC, and PLUS. This parameter is important to ensure safe patient treatment, including the need for medical consultation or referral as needed. 

    Policy Statement

    Patients treated in the SOD clinics will have their blood pressure monitored consistent with guidelines published in the Eighth Report of the Joint National Committee on the Prevention, Detection, Evaluation of High Blood Pressure (JNC) published December 18, 2013; and evaluated based on the 2017 ACC/AHA Hypertension Guidelines published September 13, 2017.

    These blood pressure guidelines are intended to assist the provider treating the dental patient and not intended to be a substitute for consultation with the patient’s physician or the clinical judgment of the dental provider.

    Definitions: See the Blood Pressure Equipment (Manual and digital handheld); Use and Management Policy/Procedure

    Policy and/or Procedure

    I. Adult Procedure Step List:

    1. Measure blood pressure and record in progress notes
      1. Elevated (systolic 120-129 mmHg) and Stage I (systolic 130-139 mmHg/diastolic 80-90 mmHg
        • May receive planned dental treatment.
        • Use of local anesthetic with vasoconstrictor should be limited to no more than 2-3 carpules with epinephrine 1:100,000
        • The patient should be referred to see their doctor regarding their blood pressure.
      2. Stage II (Systolic >140/ Diastolic >90)
        • No elective dental treatment should be provided.
        • Systolic <160-170/diastolic <100-109
          • Emergency dental treatment may be provided at the discretion of the covering faculty.
      3. Systolic >170/diastolic >110
        • No elective or Emergency dental treatment to be provided.
        • Patient should be referred to a hospital for immediate treatment

    II. Children and Adolescents Procedure Step List:

    1. For a child or adolescent 10-17 years of age, the blood pressure must be taken at the initial visit
      1. Systolic = or <140mm Hg and/or a diastolic 90mm Hg or higher
        • Elective dental procedures can be preformed
      2. Systolic >140 or higher and/or diastolic > 90mm Hg
        • No elective dental treatment should be performed
        • The patient’s parent or guardian must be advised to obtain a consultation with the patient’s physician
        • Written documentation of the patient’s consultation with the physician must be entered into the patient record

    III. Emergent Dental Procedure

    1. Systolic = or <160/ Diastolic = or <100
      • May receive emergency dental treatment
      • Systolic > 160mm Hg and/or a diastolic blood pressure >100mm Hg or higher, a medical consult must be generated in the patient's electronic record for the patient to present to their physician to be addressed.

    Silver Diamine Fluoride Directions Policy

    Subject: III. Clinical – I. Patient Care

    Origination Date: 10/2019

    Effective Date: 11/01/2019

    Reviewed and/or Revised: 01/28/2024, 07/29/2025

    Purpose: Arrest of Caries

    Indications: To slow or arrest caries in vital teeth.

    Contraindications: Allergy to silver (very rare)

    Alert: Inform patient: Carious lesions will turn black when treated with SDF.  Sound tooth structure will not discolor. The stain can be removed when/if restoration is placed.

    Application:

    1. Isolate carious lesions with cotton rolls and remove food/debris from lesion, when possible. 
    2. Gently dry lesion with air syringe. For interproximal lesions – use a small wedge to open contact. 
    3. Place one drop of SDF solution into a disposable dappen dish and use microbrush to place SDF into the lesion. Rub/leave on lesion for ONE MINUTE. 
    4. If needed, to mask metallic taste - rinse and suction out water. 
    5. Remove cotton rolls. 
    6. Dispose of cotton roll, applicator brush, dappen dish in rolled-up glove to eliminate the risk of staining skin, counter tops, and clothing. 
    7. Use D1354 to code each tooth treated with SDF.  
    8. Re-evaluate lesion for caries arrest and/or recurrent decay. Re-apply up to TWICE a year.

    Standards of Care Policy

    Subject: III. Clinical – I. Patient Care

    Date: 11/4/10

    Reviewed and/or Revised: 09/01/2017, 02/18/2024, 07/31/2025, 3/18/2026

    These Standards of Patient Care are guidelines established to ensure the quality, consistency and timeliness of patient care delivered at the School of Dentistry. Patient treatment will comply with these Standards and according to the UMSOD Departmental Patient Care and Treatment Guidelines document established and maintained by the Clinic Administration.

    The Standards of Patient Care are shown below:

    1. All people receiving dental treatment at the UMSOD dental clinics must be registered patients of the UMSOD before they are admitted for treatment. Coincident with the registration of patients is the establishment of a patient record.  The record shall comply with COMAR 10.44.2 in the State of Maryland Dental Practice Act and include (but is not limited to) demographic data, medical history, radiographs, diagnostic and therapeutic actions, consultations, dental charting, treatment and progress notes, patient consents, correspondence related to care, laboratory reports, prescription data for medications, and prescription data for dental laboratory services. 
    2. All patients will be advised of the general and financial policies of the UMSOD prior to the initiation of treatment. 
    3. All patients will be informed of the Privacy Practices of the clinics of the UMSOD, including the Patient Bill of Rights.  This will occur via review and acknowledgement by patients of the UMSOD Notice of Privacy Practices which contains the Patient Bill of Rights. The Patient Bill of Rights is also posted in every clinic reception area on the video monitor. 
    4. All prospective patients shall be offered a Screening appointment within 30 days of contacting the school when the Screening clinic is open. 
    5. All comprehensive care patients shall be assigned to the appropriate provider within 60 days of their Screening appointment when school is in session (the most notable exception occurs when new providers are entering the clinic). 
    6. All patients assigned to the pre-doctoral clinic will receive a comprehensive examination, including examination of hard and soft tissues, the findings of which will be documented in the patient record and approved by attending faculty’s signature.  
    7. Patients with active oral disease shall have the opportunity to be seen at least once every 30 days when school is in session. 
    8. All patients seeking comprehensive care who receive a comprehensive or periodic examination (including all appropriate specialty consultations and faculty approval) shall be informed of their condition and presented with a recommended treatment plan within 30 days following the examination. 
    9. Informed consent will be obtained from all patients prior to the initiation of treatment.  This informed consent shall include procedure specific informed consent, problem identification, treatment alternatives, benefits of treatment, risks of treatment including the risk of no treatment, prognosis for successful outcomes and cost estimates and verified by patient and faculty signature. Translation services are available when required. 
    10. All patient treatment will be documented in the dental record via treatment / progress note that shall be reviewed for accuracy and approved by supervising faculty signature. 
    11. All radiographic images will be ordered by faculty and reviewed by faculty and will be approved in Infinitt  and the procedure will be completed in Axium.  
    12. All patients will receive fixed or removable prosthodontic dental treatment only after oral disease control treatments have been provided to the patient and ensuring that proposed treatment is being delivered in an optimal sequence for patient care.   Review of patient readiness and treatment status will be via record audit.
    13. All faculty, clinical staff, and students must be CPR certified and must receive training on the management of medical emergencies in the UMSOD clinics, prior to working in the clinic and at least annually. 
    14. The School of Dentistry will maintain an ongoing Quality Assurance program using quality of care indicators to ensure compliance with these and/or other standards.  

    Submitting Oral Pathology Specimens Procedure

    Subject: III. Clinical – I. Patient Care

    Department: Oncology and Diagnostic Sciences

    Origination Date: 5/23/16

    Reviewed and/or Revised: 09/01/2017, 2/28/2024, 8/13/2025, 3/10/2026, 3/18/2026

    Purpose:

    The purpose of this procedure is to facilitate the billing, transport, and processing of pathology specimens.

    Scope:

    Applies to all providers performing biopsies or requesting processing of pathology specimens.

    Policy and/or Procedure

    1. Providers must educate patients on biopsy billings; there are two charges:
      1. for performing biopsy
      2. for assessing and providing a report of the biopsy 

      All patients will be asked for both their Dental and Medical Insurance cards to be on file since some of the procedures can be billed medically. 

    2. Upon tissue removal from a patient, the specimen is promptly placed in a fixative provided in a specimen bottle by the user 
    3. Complete identifying information on the specimen bottle by user 
    4. Fill out a biopsy requisition form by user 
    5. Obtain requisite Faculty signature on the biopsy requisition form by user 
    6. Deliver the specimen bottle and one copy of the biopsy requisition form to UMDS 7th Floor North Prep Room (RM 7355) by user 
    7. Await results, which will be in reported in Axium 
    8. Advise patient on diagnosis by student or resident providers 

    Tuberculosis (TB) Screening and Infection Management Policy and Procedure

    Subject: III. Clinical – I. Patient Care

    Department: Clinical

    Origination Date: 2/24/14

    Effective Date: 5/23/14

    Reviewed and/or Revised: 09/01/2017, 3/13/2026

    Purpose: The purpose of the Tuberculosis Screening and Infection procedure is to ensure that TB screening of students, faculty and staff takes place according to JCAHO policy, and that diagnosis of Tuberculosis in a student, faculty, staff member or patient is managed in an appropriate manner.

    Policy: Because of over a 15 year history of negligible risk in dentistry for TB, faculty, staff and students at the School of Dentistry will not need TB testing unless they are required to be tested according to JCAHO policy because of an upcoming internship or clinical rotation to a JCAHO accredited institution.

    Any student, faculty, staff, or patient with a medical diagnosis of TB will be managed in an appropriate manner as outlined in the Tuberculosis Screening and Infection Control Procedure.

    Definitions:

    • JCAHO: Joint commission on accreditation of health care organizations.
    • TST: A tuberculin skin test (screening) is done to see if you have ever had tuberculosis (TB). The test is done by putting a small amount of TB protein (antigens) under the top layer of skin on your inner forearm. If you have ever been exposed to the TB bacteria (Mycobacterium tuberculosis), your skin will react to the antigens by developing a firm red bump at the site within 2-3 days.
    • PPD: PPD:  The TB antigens used in a tuberculin skin (TST) test are called purified protein derivatives (PPD). A measured amount of PPD is injected into the top layer of skin on your forearm.
    • QFT Gold: QuantiFERON®-TB Gold is an FDA approved blood test for the detection of tuberculosis (TB) infection. As a modern alternative to the 100-year-old tuberculin skin test (TST); QFT-G is a more accurate, reliable, and convenient TB diagnostic tool. QFT-G is highly specific, and a positive test result is strongly predictive of true infection with Mycobacterium tuberculosis (M. tb).  The test is approved as an aid for diagnosing both active TB disease and latent TB infection (LTBI); however, it does not differentiate between the two.
    • BCG: BCG, or bacille Calmette-Guerin, is a vaccine for tuberculosis (TB) disease. Many foreign-born persons have been BCG-vaccinated. BCG is used in many countries with a high prevalence of TB to prevent childhood tuberculosis meningitis (infection of membranes covering brain and spinal cord) and military disease. However, BCG is not generally recommended for use in the United States because of the low risk of infection with Mycobacterium tuberculosis, the variable effectiveness of the vaccine against adult pulmonary TB, and the vaccine’s potential interference with tuberculin skin test reactivity (CDC). 
    • Military is a form of tuberculosis characterized by a wide dissemination into the human body and by the tiny size of the lesions (1–5 mm). Its name comes from a distinctive pattern seen on a chest X-ray of many tiny spots distributed throughout the lung fields with the appearance similar to millet seeds—thus the term "miliary" tuberculosis. Miliary TB may infect any number of organs, including the lungs, liver, and spleen.

    Procedure: 

    SOD TB Screening Requirements:

    1. In general, all TB, faculty, staff and students at the Dental School will not need to be screened for TB via TST 
    2. All UMDS faculty, staff and students who have clinical activity in the UMMS hospital, affiliated clinics other medical facility that requires Tuberculosis (TB) testing according to JCAHO regulations, will be screened for TB in accordance with the policy of the affiliated institution 
      1. Students that have TB screening done elsewhere, should have results also submitted to University of Maryland Student and Employee Health; 667-214-1899)  
      2. Additionally, faculty, staff and students who take part in clinical rotations/internships where exposure to TB may occur will also be screened 
      3. The level of TB risk will determine the need for routine follow-up TSTs.

    SOD Students, Faculty or Staff with a Positive TB Screening Result:

    1. If a TST is positive, a negative chest x-ray report is required (the test may be repeated once to rule out false positive). 
      1. Before going on a TB medication treatment regiment, a QFT laboratory test can be performed to definitively verify the TB diagnosis (TSTs can react to other mycobacterium present in soil and water and to the BCG vaccine; the QFT Gold will react only to Mycobacterium tuberculosis 
    2. Once an individual has had two positive TST reactions, they will not be required to have any more repeat TSTs. 
    3. Diagnostics and/or treatment for TB detected prior to the start of employment will be at the “employee’s” cost.

    SOD Faculty Staff or Students with TB symptoms and/ or TB diagnosis:

    1. Any student, faculty member, or employee with a persistent cough (i.e., lasting greater than 3 weeks), especially in the presence of other signs or symptoms compatible with active TB (e.g., weight loss, night sweats, fatigue, bloody sputum, anorexia, or fever), should be evaluated promptly.  
    2. The Student or Employee should not return to the Dental School or Dental School Clinic until a diagnosis of TB has been excluded or the Student or Employee is on therapy, and a physician has determined that the Student or Employee is noninfectious. 
      1. Physician documentation indicating that it is safe for the student, staff or employee to return to clinical duties will need to be sent to University of Maryland Immediate Care (UMIC/ Student and Employee Health; 410-328-1362/410-328-6791) and be evaluated by the Physician Director; once confirmation has been made, and the ‘all clear’ communicated to the UMSOD Infection Control RN, and, Associate Dean of Clinical affairs, the individual can return to the clinic (sensitive health information will be closely guarded by those with a need to know, and not placed in the SOD academic record).      

    Patients with TB Symptoms or Diagnosis:

    1. While taking patients' initial medical histories and at periodic updates, Dental Students, Residents, and/or Faculty should routinely ask all patients whether they have a history of TB disease or symptoms indicative of TB. 
      1. While in the dental clinic, a patient with TB symptoms or a recent diagnosis without documentation of a completed treatment regimen and medical documentation of being non-infectious, should be isolated from other patients, , and be provided with a surgical mask to wear when not being evaluated, or be instructed to cover their mouth and nose when coughing or sneezing. 
    2. Patients with a medical history of TB or symptoms should not remain in the dental clinic any longer than required to evaluate their dental condition and arrange a referral for medical evaluation to determine possible infectiousness. 
      1. Referrals need to be made to the Baltimore City Health Dept., Clinical Services, EASTERN CHEST CLINIC, 620 North Caroline Street, Baltimore, Maryland 21205, (410) 396-9413 or their private physician for medical evaluation for possible infectiousness. 
    3. Elective dental treatment should be deferred until a physician confirms that a patient does not have infectious TB, or if the patient is diagnosed with active TB disease, until confirmed the patient is no longer infectious.  
    4. If urgent dental care is provided for a patient who has, or is suspected of having active TB disease, the care should be provided in a facility (e.g., hospital) that provides airborne infection isolation (i.e., using such engineering controls as TB isolation rooms, negatively pressured relative to the corridors, with air either exhausted to the outside or HEPA-filtered if recirculation is necessary). Standard surgical face masks do not protect against TB transmission; Dental Students, Residents, Faculty and Clinic Staff should use respiratory protection (e.g., fit-tested, disposable N-95 respirators). 
      1. The Infection Control RN (room 4317; phone: 6-6344) and the General Practice Nurse (room 2318; phone: 6-7496) are both trained by University of Maryland, Baltimore, Environmental Health and Safety to perform N95 Mask fit testing, but initial fit testing cannot take place unless the individual to be fitted has passed the federally mandated physical exam specifically for individuals who are going to be fit tested for N-95 Respirator mask use. The dental school has faculty/staff members that are certified once every 2 years to wear N-95 Respirator masks. 
      2. Dental treatment should not be performed by individuals who are not certified to use the N95 respirator mask.      

    UMB UMSOD Policy For Known or Suspected Monkeypox Cases

    Subject: III. Clinical – I. Patient Care

    Effective Date: 08/20/2022

    Reviewed and/or Revised: 08/20/2022, 03/15/2024, 07/31/2025

    UMB/UMSOD Policy For Known or Suspected Monkeypox Cases

    Policy and/or Procedure:

    First priority is to prevent exposure of employees or patients!

    • Immediately Isolate patient to dental chair
    • Keep patient seated
    • Patient should wear a mask and cover all skin lesions, as much as possible
    • Anyone with contact should don gown, gloves, face shield, and N95 or equivalent respirator
    • Provide medical consultation including stressing the importance of prompt follow-up with a physician, and dismiss patient ASAP
    • Immediately contact the Baltimore City Health Department (BCHD) or Maryland State Department of Health (MDH) to report the case, including providing patient contact information
    • BCHD: (410) 396-4436, or after hours: (410) 396-3100
    • MDH: (410) 767-6700, or after hours: (410) 795-7365
    • CDC: (770) 488-7100, if additional clinical guidance is needed CDC: (770) 488-7100, if additional clinical guidance is needed
    • Do not take samples of lesions or make direct skin contact as part of the physical exam
    • Contact 410-328-2637 or UMBOccupationalHealth@som.umaryland.edu for additional assistance, including to discuss any potential exposure concerns
    • Once patient leaves the operatory/clinic, consult EHS for proper decontamination protocols (410-706-7055 from 8-4 M-F, otherwise 410-706-6665). Per EHS instructions, perform surface disinfection to all operatory surfaces and dispose of all PPE, including gowns, in the special medical waste containers surfaces
    • More information on waste management can be found here: Infection Prevention and Control of Monkeypox in Healthcare Settings
    • For those working in UMMS sites, please follow UMMS guidance

    Urgent Care Clinic Patients with Periodontal Issues who need Debridement

    Subject: III. Clinical – I. Patient Care

    Department: University of Maryland Dental School, Clinical Affairs Urgent Care Program

    Policy Number: CL001

    Origination Date: January 2, 2008

    Effective Date: February 1, 2008

    Reviewed and/or Revised: 09/01/2017, 1/28/2024, 2/03/2025, 8/13/2025

    Purpose: Procedure for Dental Hygiene Students who see Urgent Care Clinic Patients with Periodontal issues that need debridement when Dental Students are not available.

    Policy:

    1. When patient presents to the Urgent Care Clinic with Periodontal issues and needs gross debridement, Director of Urgent Care Clinic will refer patient to a Dental Student for care.  
    2. If the patient needs to be placed on antibiotics (determined by Urgent Care Clinic Faculty and/ Dental Student) being seen for follow up treatment, this needs to be noted in the patient’s chart.  
    3. If a Dental Student is not available, the Director of the Urgent Care clinic will refer patients to the Dental Hygiene Department for gross debridement. This is to be noted in the patient’s chart.  
    4. Dental Hygiene Students are not performing gross scaling on the entire mouth in one visit. This is to be done on multiple visits.  
    5. Since Dental Hygiene Students need more than one visit to complete the gross scaling for the patient, the Dental Hygiene Student must have a GP Director covering the floor examine the patient before dismissing them. A note must be placed in the chart as to who the GP Director was and any findings that they made.  
    6. At all appointments for gross debridement by a hygiene student a note in the chart needs to be made regarding: 
      1. What treatment was received.  
      2. Which GP Director examined the patient and what findings they made.  
      3. If another follow up appointment is needed (give date if known).  
      4. If treatment is completed, note patient was referred for comprehensive care after completion of gross debridement.  
    7. If another follow-up visit should be needed for further debridement by a hygiene student, this should be reported to the hygiene faculty member covering the clinic at the time in order to get them rescheduled.  
    8. Upon completion of the gross debridement the patient will be encouraged to obtain a screening for comprehensive care appointment so that all their needs may be attended to including a maintenance schedule. 

    Use of Restraint Devices During Dental Procedures - Procedure

    Subject: III. Clinical – I. Patient Care

    Reviewed and/or Revised: 09/01/2017, 2/07/2024, 8/13/2025

    Purpose

    Establish safe and consistent guidelines for the use of restraint devices for dental patients who exhibit behaviors that put them at risk for unintentionally interrupting their dental procedure and posing a threat to the physical safety of self and others.

    Definitions

    Restraint Device – used to restrict freedom of movement.

    Policy and/or Procedure

    Applying Restraints:

    1. after assessment of the patient’s specific need for restraints by a nurse or physician
    2. after attempting less restrictive interventions
    3. after ruling out medical, psychological, and physical conditions that contraindicate the use of restraints

    Procedure for Restraint Use:

    1. Obtain informed consent from parent or legal guardian
    2. The passive restraint device will be applied by staff educated in the safe application of such device.
    3. Nursing staff will provide continuous monitoring of the patient assessing patient’s behavior, circulation, skin and muscle condition and adjusting the restraint device as necessary.
    4. Appropriate documentation (indication, type and duration of stabilization, behavior evaluating during stabilization, untoward outcomes, and management implications for future appointments) will be made in the patient’s chart. Written consent is required in the treatment notes.

    J. Radiology

    General Radiography Policies

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: To comply with Federal and State regulations as well as other practice guidelines as recommended by the ADA and NCRP.

    Definitions:

    • Justification Principle—radiographic examinations should be ordered only after a clinical evaluation of the patient; and only when there is a reasonable expectation that the information obtained from the radiograph will affect the patient’s diagnosis. 
    • Limitation Principle—the primary radiographic beams should be optimized to limit exposure to the patient; i.e. fast receptors should be used when possible; and x-ray beams should be collimated to match the region of interest when possible.  
    • ALARA Principle—As Low As Reasonably Achievable, which means that radiographic examinations are obtained with the lowest radiation dose possible, within reason. 

    Related links and documents:

    1. The Regulatory Guideline for Use of Dental X-Ray Machines in the State of Maryland was updated in May 2013:
    2. In 2012 the ADA and FDA released an updated statement, Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure.

    Policy and/or Procedures: The following are the UMSOD Radiography General Policies:

    1. Only individuals holding a valid Maryland License (DDS, DH or dental radiation technologist) are permitted to make exposures, with the exception of supervised students, in the clinic setting at the UMSOD. A properly licensed UMSOD faculty dentist must personally determine the indication for and prescribe the appropriate radiographic procedures prior to exposure of radiographs. 
    2. Students (both Dental and Dental Hygiene) must demonstrate pre-clinical radiographic competency before exposing patients. Pre-doctoral Dental Students must have completed Radiology 512 and 528; and Dental Hygiene Students must have completed Radiology 316.  
    3. Existing radiographs of the patient are reviewed before new exposures are made. Only additional views required for diagnosis and treatment are ordered and exposed.  
    4. The school attempts to obtain any recent radiographs, taken outside the Dental School, provided patient consent is obtained and documented in the Axium electronic health record. 
    5. Radiographs are made only after medical and dental histories have been reviewed; a clinical examination has been completed; and, only when a patient is able to cooperate. 
    6. The type and number of radiographs must be consistent with the patient’s clinical requirements as determined by clinical examination. 
    7. Per the 2012 FDA/ADA selection criteria guideline summary, ‘Radiographs should be taken only when there is an expectation that the diagnostic yield will affect patient care.’ 
    8. The FDA/ADA selection criteria guidelines should be followed for radiographic examination selection for pregnant patients. The NCRP Report #177 only refers to the management of the pregnant dental office worker and does not refer specifically to radiographic exposures for pregnant patients with the expectation that the FDA/ADA patient selection criteria will be applied equally to pregnant patients and non-pregnant patients alike. In a 2006 JADA article, the ADA Council on Scientific Affairs stated that dental radiographs may be prescribed for pregnant patients with careful adherence to the FDA selection criteria guidelines. Finally, in an article published in the American Journal of Obstetrics & Gynecology in 2009, Dr. R.L. Brent stated that ‘It can be definitively stated that dental radiography is not a risk for any fetal effects, including fetal growth retardation.’ 
    9. The requirement for radiographs, before, during and following treatment, is based on the patient's needs and the dentist's professional judgment. 
    10. No administrative radiographs (e.g. radiographs made for third parties, insurance claims, or legal proceedings), with no health benefit shall be made, per NCRP Report #177, Section 4.4.1.3, page 39, Recommendation 15: Administrative use of radiation to provide information that is not necessary for the treatment or diagnosis of the patient shall not be permitted.
    11. Radiographs are not made solely for the purpose of student training or demonstration.  Patients who require radiographs for diagnostic purposes may participate in educational activities. 
    12. Extraoral radiographs shall be made with the beam collimated to the region of diagnostic interest. 
    13. Following the ALARA principle, all radiographic examinations made within the dental school will use digital or PSP receptors only.  Film radiography is prohibited. 
    14. Approval for radiographic examinations within Axium expires within one week. 
    15. Quarterly quality assurance reports will be reviewed by the Director of Oral Radiology. 

     

    Radiation Safety Policy

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: To minimize exposure to ionizing radiation

    Definitions: 

    • Justification Principle—radiographic examinations should be ordered only after a clinical evaluation of the patient; and, only when there is a reasonable expectation that the information obtained from the radiograph will affect the patient’s diagnosis. 
    • Limitation Principle—the primary radiographic beams should be optimized to limit exposure to the patient; i.e. fast receptors should be used when possible; and x-ray beams should be collimated to match the region of interest when possible. 
    • ALARA Principle—As Low As Reasonably Achievable, which means that radiographic examinations are obtained with the lowest radiation dose possible, within reason. 

    Related links and documents:

    Policy and/or Procedure: It is the policy of the UMSOD that ionizing radiation be used only when necessary for diagnostic or treatment procedures.

    1. The benefit of the diagnostic information obtained from the radiographic examination must clearly outweigh the potential risks of the radiation that the patient receives. Standard radiation hygiene techniques such as lead aprons, thyroid collars, and fast digital receptors are used at the school to minimize the risk to dental school patients.
    2. FDA/ADA patient selection guidelines noted above are used routinely in the school to assist students and practitioners with selection of radiographic examinations.
    3. The Director of Oral Radiology has the authority and responsibility to establish, implement, and monitor guidelines, policies, and procedures for radiographic practices within the school.
    4. The Director of Oral Radiology will incorporate established UMB campus radiation standards and programs in coordinating, monitoring and controlling the School's use of diagnostic x-ray imaging equipment.
    5. If the Director of Oral Radiology determines that any student lacks the required skills to make satisfactory patient exposures, the student is required to satisfactorily complete additional radiology competency training.
    6. Approval of the Director of Oral Radiology (and the University Office of Radiation Safety) must be obtained prior to installing or remodeling radiographic facilities or purchasing new radiographic equipment. 
    7. Students who require three or more retake radiographs during a complete radiographic survey are assisted, and receive direct supervision by a radiology faculty or radiology staff member.
    8. All radiographs exposed in the undergraduate clinic or pre-doctoral clinics and patient admissions area are evaluated for clinical acceptability. The need for retakes is determined by a faculty member, based on diagnostic acceptability. All images should be approved for technical quality within INFINITT at the time the radiographs are made (aka, at the time of service).
    9. The following clinic protocol for image approvals MUST be followed for diagnostic radiographs:
      1. Retakes are justified using the ‘Comments’ section of INFINITT.
      2. Radiology clinic staff or radiology-approved staff or faculty swipe approval is required for retakes.
      3. When a complete radiographic series (CRS or FMX) is complete, a technical analysis is required; analysis comments are placed in the ‘Comments’ section of INFINITT.
      4. The series is then approved for technical quality by radiology clinic staff or radiology-approved staff or faculty via swipe approval.
      5. If the patient is an Urgent Care patient, the radiographic findings are then completed in the problem-based spreadsheet section of the patient VISIT form.
      6. If the patient is a Comprehensive Care patient, the radiographic findings are charted in the Odontogram with a note in the ‘site section’ of the problem-based spreadsheet area to ‘see odontogram’.
    10. No occupational worker; i.e., clinic staff personnel, is permitted to hold a receptor for a patient during any exposure.
    11. Dosimetry reports for faculty, students and staff that are monitored with badges are kept permanently by the Environmental Health and Safety Office and are available for review by the individual. Records are kept on file at the UMSOD in the office of the Administrative Assistant or Executive Assistant to the Chairman of Clinic Operations Office. The dose limit (MPD) specified by the NRC, is observed. Presently, the dose limit is 50 mSv (5 rem) per calendar year.
    12. Any dosimetry reading which is in excess of 10% of the monthly dose limit, (40 mrem), is investigated by the Dosimetry Coordinator of the Environmental Health and Safety Office of UMB. A written inquiry is sent to the occupational worker to determine the probable reason for the exposure.
    13. Pregnant faculty, students or staff, who have declared their pregnancy, must not be exposed to more than 5 mSv (500 mrem) during the entire term of pregnancy. Declared pregnant faculty, students or staff may request radiation badges from the Administrative Assistant to the Associate Dean for Clinical Affairs. Please see the Radiation Badges Policy.

    Radiation Safety Policy for Use of Handheld X-Ray Units

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Subject: Radiation Safety Policy for Use of Handheld X-Ray Units

    Origination Date: July 1, 2014

    Effective Date: August 1, 2014

    Reviewed and/or Revised: 09/01/2017, 05/21/2024, 1/07/2025

    Purpose: To minimize exposure to ionizing radiation by adhering to the State of Maryland Guidelines for use of handheld x-ray units

    Definitions:

    • Handheld x-ray unit—a battery operated x-ray unit for use when fixed or wall-mounted units are difficult to use or not practical to use, particularly helpful with the special patient population such as debilitated geriatric patients or other special needs patient who have difficulty obeying routine instructions to enable proper patient cooperation during intraoral radiographic procedures; the leading example of a dental handheld x-ray device is the NOMAD. 
    • ALARA Principle—As Low As Reasonably Achievable, which means that radiographic examinations are obtained with the lowest radiation dose possible, within reason.

    Related links and documents:

    1. The Regulatory Guideline for Use of Dental X-Ray Machines in the State of Maryland was updated in May 2013.
    2. The State of Maryland also has specific guidelines on the use of handheld x-ray units; located in this document: Maryland Department of the Environment Radiological Health Program Application for Use of Hand-Held Dental Radiation Machine.
    3. In 2012 the ADA and FDA released an updated statement, Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure
    4. This is the link to the UMB Campus website for Radiation Safety

    Policy and/or Procedure:

    It is the policy of the UMSOD that ionizing radiation be used only when necessary for diagnostic or treatment procedures. The following policy incorporates the State of Maryland requirements for use of handheld x-ray units. The UMSOD Radiation Safety Policy should also be followed during use of these handheld units and follows these specific guidelines as a reference.

    The following is a list of conditions placed on the UMSOD by the State of Maryland’s Guidelines for use of Handheld X-ray units for the request to own and operate the hand-held dental radiation machine as part of the facility’s registration: 

    1. Only a United States Food and Drug Administration (FDA) approved hand-held radiation machine can be utilized. 
    2. The hand-held radiation machine is allowed in dental offices as a replacement for, or in addition to, the use of a wall-mounted or free-standing portable dental radiation machine, when it is determined by the dentist that it is not possible or not safe to utilize a wall mounted or portable stand mounted radiation machine
    3. A log of hand-held usage must be maintained on a form provided by the Radiation Machines Division (RMD). 
    4. Hand-held radiation machines require dental film speeds E or faster or with digital imaging. 
    5. Each individual operating the device must complete the manufacturer’s training and submit the training certificates to the Department. The records will be maintained by the RMD as part of the facility registration. 
    6. When registering the device, the facility must indicate to the RMD that the intended manner of use is for handheld operation. 
    7. The device shall be locked up after use, and a description of where and how the device will be stored must be provided to the Department. 
    8. The device must be locked down (Safety) mode when it is not active so that exposures cannot be taken. 
    9. The device used shall have a permanently mounted non-removable shield in order to protect the operator from backscatter. 
    10. Only those persons licensed to operate radiographic equipment in the State of Maryland are permitted to make exposures using this device. 
    11. The operator must wear a whole body dosimeter when taking an exposure at all times. 
    12. As low as reasonably achievable (ALARA) practices will be in place during use. 
    13. The RMD reserves the right to perform an unannounced audit to ensure that the hand held dental device is utilized properly. 
    14. If the device is missing or stolen, the facility must report this to the RMD. 

    The following is a list of specific actions that MUST be monitored by the Director of the Clinic in which the NOMAD or other handheld x-ray unit is in use:

    1. The handheld x-ray unit log MUST be accurately maintained at the time of the radiographic examination
    2. Only digital receptors such as a direct digital sensor or an indirect PSP imaging plate can be used with the handheld device.
    3. Each individual operating the handheld device must have approved training; the Clinic Director will maintain the appropriate records and make these available to the Radiation Machine Division (RMD) of the State as well as the University’s Radiation Safety Officer and UMSOD’s Director of Oral Radiology as requested.
    4. The Clinic Director MUST indicate to the RMD that the intended manner of use is for handheld operation.
    5. The Clinic Director MUST have a plan of operation for securing the handheld unit that specifically addresses the manner in which the unit will be locked after use as well as the storage location and how the unit will be obtained for clinical use on a patient by patient basis, including who controls the key and/or lock for the storage cabinet.
    6. As required by the state, operators of the handheld device MUST wear a whole-body dosimeter when using the device. (See the Radiation Badge Policy for details about obtaining a radiation badge.)
    7. The Clinic Director MUST ensure that all other State Guidelines for use and operation of the handheld device are being followed.

    Radiation Badges Policy

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/12/2018, 02/26/2024, 1/07/2025

    Purpose: The use of radiation badges is not routinely required at the UMSOD due to our status as a ‘safe facility’. Individuals for whom radiation badging is recommended and those individuals who request to be monitored with a radiation badge may do so in accordance with this policy. The purpose of this policy is to have a process in place for radiology badge distribution, collection, reporting of results, and communication of results by EHS of Clinic Personnel who are monitored with radiation badges as well as the results of the area badges placed in areas of radiation exposures as determined by EHS. The results of radiation monitoring will be reported to the UMSOD QA Committee. This policy has been formulated with the approval of the UMB Department of Environmental Health and Safety (EHS).

    Policy and/or Procedure: Procedural steps for radiology badge use:

    • Radiation Badges must be worn in the UMSOD Clinics and removed when leaving the Clinic area. Badges are NOT to be worn outside of the building. 
    • Clinic Business Managers are to advise new employees who regularly expose radiographs and who wish to wear a radiation badge to complete the Radiation Worker Registration Form which is sent to the Contractor Mirion by EHS. 
    • The Contractor, Mirion, will send a list of names from the website of those names they have received who are to be badged and the badges to EHS for distribution and collection each month.
    • EHS is to send the radiation badges with the names and badge numbers from Mirion of those who are to wear the badges to UMSOD’s Director of Medical Credentialing and Quality Assurance.
    • The Director of Medical Credentialing and Quality Assurance will give the list of names and the badges to the Administrative Assistant for Clinical Affairs. The Administrative Assistant for Clinical Affairs will make a copy of the list of names for the UMSOD files and then take the list of names and badges to the Business Managers in each clinic as appropriate. 
    • The Business Manager of each clinic will distribute the current month’s badges and give the Administrative Assistant for Clinical Affairs the list of names and badges from the previous month. A radiation badge should only be exchanged by the person wearing the badge. The Business Manager is to check the names of those who returned their badges that were given to them previously. If someone does not return their badge, the Business Manager reports this to EHS and makes a note on the list of names.
    • The Administrative Assistant for Clinical Affairs will make a copy of the list given to her by the Business Manager for UMSOD files. Then she will send the original list of names back to EHS with the badges. 
    • EHS will send the Director of Medical Credentialing and Quality Assurance and the Director of Oral Radiology a monthly report on the badges and any exposures. The Director of Medical Credentialing and Quality Assurance will then report the results of this report to the QA Committee. EXHIBIT 5-7.3, STANDARD 5 76, Patient Care Services.
    • Appropriate Clinic Personnel will be notified only if their badge shows there was an exposure. Clinic Personnel may request a copy of their record at any time through Clinical Affairs or EHS. Requests need to be made in writing.
    • According to state guidelines, whenever a radiation badge is processed and a radiation level greater than 10% of the established safe radiation limit is detected (>5 milliSv per month), an immediate report is sent to the UMB Radiation Safety Officer for investigation. If radiation levels are detected, but they are less than this 10% level, the exposure will be reported routinely, usually after a period of 3 months after the badges have been collected. If an employee does not have an exposure, the Radiation Safety Office does NOT routinely inform employees of zero radiation exposures, although summary reports are provided to the UMSOD.
    • The Director of Radiology (Dr. Price) will receive the complete dosimetry report for review. The report will include doses greater than 10% of the established safe limit as outlined above, as well as all other recorded radiation doses below the 10% established safe limit.
    • Anyone who regularly exposes radiographs and wishes to be badged can be monitored. Email Dr. Price for assistance if you have problems submitting the Radiation Worker Registration Form.
    • If you become pregnant, and expose radiographs, please be aware that the recommendation is to declare your pregnancy in writing so that your radiation exposure can be monitored. If you choose to declare your pregnancy status, please obtain the Pregnant Worker Declaration Form (PDF) and print, complete, sign and send the form to:
    • You will receive a collar radiation badge as well as a fetal radiation badge. Wear the fetal radiation badge at your waist. You may wear it under your clothing. Additionally, you will continue to wear the regular radiation badge given to you each month. A new badge for each will be sent to your Business Manager monthly. You will turn in your used radiation and fetal radiation badge to the Business Manager who will exchange it for the new badges each month. Once you are no longer pregnant, please return the badges to your Business Manager and inform them you no longer with to be monitored. 
    • Directions to obtain a regular radiation badge. If you would like to receive a regular radiation badge, go online and complete the Radiation Worker Registration Form.  

    Pre Clinical Radiation Policy

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: Prevent human exposure to ionizing radiation during pre-clinical exercises Scope (applies to): Dental students, faculty and staff

    Definitions: 

    • Justification Principle—radiographic examinations should be ordered only after a clinical evaluation of the patient; and, only when there is a reasonable expectation that the information obtained from the radiograph will affect the patient’s diagnosis. 
    • Limitation Principle—the primary radiographic beams should be optimized to limit exposure to the patient; i.e. fast receptors should be used when possible; and x-ray beams should be collimated to match the region of interest when possible. 
    • ALARA Principle—As Low As Reasonably Achievable, which means that radiographic examinations are obtained with the lowest radiation dose possible, within reason.

    Policy and/or Procedure: Maintain simulation OF radiographic equipment, including DXTTRs, to prevent human exposures to ionizing radiation. When appropriate, pre-clinical radiographic exposures must be accomplished inside shielded cabinets in accordance with State and UMB guidelines.

    Related links and documents:

    1. The Regulatory Guideline for Use of Dental X-Ray Machines in the State of Maryland was updated in May 2013. 
    2. In 2012 the ADA and FDA released an updated statement, Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure

    Procedural Steps for Pre-Clinical Radiography:

    1. Wherever possible, simulations in the pre-clinical laboratory should emulate clinical practice so that students will learn to apply appropriate radiation safety practices to the clinical setting.
    2. Simulation radiographs are ordered using the ADA/FDA Selection Criteria Guidelines following the principles of justification, limitation and ALARA. A licensed professional must supervise the treatment planning and approval of all pre-clinical radiographs within Axium. In addition, student exposures of intraoral and extraoral images must be supervised by a licensed professional; and the radiographic quality of these images and diagnostic findings for these images must be reviewed by a licensed professional.
    3. To practice good radiation hygiene, only students and instructors should be in the SimLabs during exposures for pre-clinical, laboratory exercises. The cabinet containing the radiographic equipment shall require shielding and interlocks so that no radiation is emitted to occupants of the simulation laboratory. Planmeca ProSensors integrated with ‘development’ versions of INFINITT and Axium are used within a shielded box for exposures.
    4. For pre-clinical exposures utilizing DXTTR radiology mannequins, all normal, routine clinical techniques and proper radiation hygiene procedures are practiced.

    Asepsis in Radiology and Imaging Policy and Procedure

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: To prevent the spread of communicable disease

    Definitions: None

    Policy and/or Procedure: All patients should be considered potentially infectious. Each patient's medical history will be evaluated for indications of infectious disease before treatment. Digital sensors are assigned to a specific radiographic operatory and are physically in place ready for service each day after appropriate Axium and INFINITT approvals. All radiographic equipment, including sensors, should be inspected for damage on a daily basis. If damage is noted, it should be reported to Radiology Staff and/or the Clinic Coordinator and the Director of Oral Radiology. X-ray cubicles and equipment will be inspected for cleanliness prior to disinfection and cleanliness problems are to be reported to the Clinic Coordinator and/or Housekeeping and Facilities/Maintenance personnel. Cubicles that are not clean must be cleaned prior to disinfection. The operatory will then be disinfected by the student before the patient is seated; and, cubicles are to be disinfected after the patient is dismissed. Sensors must be covered by a barrier at all times; sensor holding instruments (XCP’s) will be sterilized and provided, along with other necessary supplies, through Central Materials Services (CMS).

    Procedural Steps:

    1. Obtain all required supplies; cover the bracket table with an impervious barrier (either patient napkin or head rest cover) and cover the headrest with a plastic bag.
    2. Cover the x-ray control panel, tubehead, position indicating device (x-ray cone), exposure control switch, digital sensors, light handle, keyboard and mouse with disposable plastic film barriers. 
    3. Log into Axium and select patient; next, treatment plan the appropriate radiographic examination and obtain faculty approval; then, send the order to INFINITT per clinic protocol. INFINITT will open automatically; so, wait a few seconds; when INFINITT opens, ensure the planned examination template is showing in Xelis 2D, the INFINITT Acquisition Software module. For all exposures, ensure that a green rectangle highlights the desired location (frame or slot) in the template where you want the initial exposure to go. Next, in the top menu bar, look at the far right and ensure that a green solid circle is visible, which is the ‘ready’ button, you are ready to make exposures! At this point, begin placement of the sensor in the patient’s mouth with the x-ray generator set at the correct technique settings for your initial exposure; remember to evaluate your image after each exposure and look at the red/green/yellow indicator which will indicate whether you have too much/enough/too little radiation and adjust your time settings as needed; as a general rule of thumb, only adjust the time and keep kVp and mA the same for ease of calculation. The blue line indicating the next exposure will automatically move to the next available slot in the template. 
    4. Keep any paper forms away from your work area. 
    5. Wear gloves, mask, protective eyewear, with side shields and face shield during sensor placement, tube head alignment, and image exposures.  
    6. Place digital sensors that are contaminated with the patient’s saliva only on the bracket table (not on the x-ray machine).  
    7. When using PSP plates, place a protective plastic barrier on the countertop; next, obtain a plastic cup; and, place the exposed PSP plates into the cup as each exposure is completed; then, when all exposures are completed, remain over the barrier to prevent contamination of the counter top by the saliva-contaminated PSP barriers and transfer the PSP sensor plates into a clean, black, light-proof PSP storage box with an aseptic technique by opening the black plastic storage bag and dropping the PSP plates into the black box. Remember: The black box should remain clean; and, the PSP plates are clean; therefore, DO NOT touch the PSP plates OR the black box with your gloved hands! Next, take the black box with the PSP plates to the processing room for processing! When all exposures are complete, remove remaining barriers and disinfect any object or surface that was touched or disinfect the PSP’s with EtOH if barrier is noted to have been violated.  
    8. Remove used barrier. Wipe the sensor with disinfectant wipes. Place sensor in sensor caddy. Wipe sensor holders with disinfectant wipes and place into autoclave bag, return them to CMS, and REPORT any instrument breakage! 
    9. If there is any episode of barrier breakage during the procedure, student will notify clinic personnel immediately for assistance. 
    10. At the end of the clinical procedure and after de-gloving, wash hands, or use alcohol wash!
    11. Complete image mounting and technical analysis within INFINITT, immediately followed by  sending the radiographic series in INFINITT; next, complete your radiographic interpretation within Axium per clinic protocol.

    Radiographic Examinations for the Pregnant Patient Policy

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: August 19, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: To review the school’s policy regarding radiographic examinations for pregnant patients; and to provide rationale for the policy as well as offer references for further reading.

    Definitions:

    1. Policy and/or Procedure: The school’s radiation policies are described in full in other clinic manual policies. The following is found in the General Radiography Policy: The FDA/ADA selection criteria guidelines should be followed for radiographic examination selection for pregnant patients. The following documents support this policy: NCRP Report #177 only refers to the management of the pregnant dental office worker and does not refer specifically to radiographic exposures for pregnant patients with the expectation that the FDA/ADA patient selection criteria will be applied equally to pregnant patients and non-pregnant patients alike. In a 2006 JADA article, the ADA Council on Scientific Affairs stated that dental radiographs may be prescribed for pregnant patients with careful adherence to the FDA selection criteria guidelines. Finally, in an article published in the American Journal of Obstetrics & Gynecology in 2009, Dr. R.L. Brent stated that ‘It can be definitively stated that dental radiography is not a risk for any fetal effects, including fetal growth retardation.’

    The NCRP is the National Council for Radiation Protection & Measurements. They mention taking ‘special care’ to minimize radiation. The single most effective way to minimize radiation is to use patient selection guidelines, which provide the latest recommendations on the use of dental radiographs, particularly on whether to order a radiograph and how often radiographs may be indicated. Other significant ways to reduce radiation doses for pregnant patients are to use optimized techniques such as fast direct digital sensors or indirect PSP plates like we use in the clinic; collimate the beam with rectangular collimation; practice excellent projection geometry technique to minimize retakes; and, finally use proper shielding for the patient, such as lead aprons and thyroid collars when appropriate. In clinical practice here at the school, there are standard radiation hygiene techniques that are used for all patients, not just our pregnant patients.

    The most current FDA/ADA guidelines for patient selection for dental radiographs were published in late 2012. This document is the third version and, unlike the previous version, provides a lengthy review of many aspects of dental radiography. One area that does not receive any specific, in-depth mention in this document is the topic of pregnant patients. This is not an oversight by the committee; rather it is an indication that pregnant patients are to be treated just like all other patients when it comes to deciding whether radiographs are indicated. The only vague reference to pregnancy comes in the article’s concluding statements when the authors refer to environmental factors: "Dentists should conduct a clinical examination, consider the patient’s oral and medical histories, as well as consider the patient’s vulnerability to environmental factors that may affect oral health before conducting a radiographic examination. This information should guide the dentist in the determination of the type of imaging to be used, the frequency of its use, and the number of images to obtain. Radiographs should be taken only when there is an expectation that the diagnostic yield will affect patient care." The final sentence is the key to ordering radiographs on an individual basis. There must first be a specific diagnostic question that the clinician needs to answer; the clinician then decides that a radiographic examination will provide information that will assist with answering that diagnostic question; the clinician selects the proper type of examination; i.e., periapical, bitewing, etc. and orders the examination. This is the protocol that should be followed for all patients; and, particularly for pregnant patients. An example of the ‘special care’ mentioned earlier may be applied when the clinician and the pregnant patient together decide to postpone elective procedures such as dental implant planning since a cone beam CT will be ordered in most implant cases. However, if the pregnant patient has dental caries and radiographs are deemed necessary for their proper diagnosis and management, then not taking the indicated radiographs so that a proper treatment plan can be generated and treatment rendered may have a significantly worse outcome for the patient (irreversible pulpitis or development of odontogenic infections, for instance) than taking the radiographs. Again, ordering radiographs for the pregnant patient is on an individual basis, just as with all our patients.

    What amounts of radiation are involved? First of all, the risk of dental radiographic examinations is exceedingly low. The average person receives ~8 microSieverts of radiation per day just by being alive. The typical panoramic dose here at the school is ~24 MicroSieverts per panoramic examination. We can determine the background dose equivalency by dividing the radiation dose of the examination by the amount of radiation dose per day; for a panoramic that is 24 MicroSieverts divided by 8 MicroSieverts per day, which equals 3 days of background equivalency for a typical panoramic radiograph here at the school. One bitewing or one periapical is ~6 MicroSieverts per image; a typical maxillofacial field of view cone beam CT may be in the 150 MicroSieverts range and limited field of view cone beam CT may be 25 to 30 MicroSieverts. A full mouth series (FMX) using digital receptors and rectangular collimation is ~36 MicroSieverts while a FMX taken with digital receptors and round collimation is ~180 MicroSieverts; and, finally, one taken with D-speed film and round collimation is ~388 MicroSieverts. Our country’s fatal cancer rate is 200,000 cancer deaths per 1 million people. If 1.25 million people had a panoramic radiograph, it is estimated that one additional fatal cancer would occur due to the radiation received from the panoramic. When viewed against the 20% of our population that dies due to cancer, the risk of taking a panoramic radiograph is, again, exceedingly low.

    In summary, our pregnant patients are managed the way all of our patients should be managed: only take the indicated radiographs when there is a reasonable expectation that the diagnostic information obtained from the radiographs will affect patient care or treatment outcomes.

    References

    1. Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure
    2. NCRP Report #177, Radiation Protection in Dentistry and Oral & Maxillofacial Imaging, 2019.
    3. Oral Radiology: Principles and Interpretation by White & Pharoah, Ed. 8, 2018.
    4. The use of dental radiographs: update and recommendations; ADA’s Council on Scientific Affairs, 2006.
    5. Saving lives and changing family histories: appropriate counseling of pregnant women and men and women of reproductive age, concerning the risk of diagnostic radiation exposures during and before pregnancy; Brent, RL, American Journal of Obstetrics & Gynecology, 2009.

    Selection Criteria of Patients for Radiographic Examinations Policy

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 05/21/2024, 1/07/2025

    Purpose: The purpose of this policy is to comply with FDA/ADA guidelines on patient selection criteria for radiographic examination. It is consistent with the principles of justification, limitation, and ALARA which when used together act to minimize radiation doses for the dental patient.

    Definitions: Justification Principle—radiographic examinations should be ordered only after a clinical evaluation of the patient; and, only when there is a reasonable expectation that the information obtained from the radiograph will affect the patient’s diagnosis. Limitation Principle—the primary radiographic beams should be optimized to limit exposure to the patient; i.e., fast receptors should be used when possible; and x-ray beams should be collimated to match the region of interest when possible. ALARA Principle—As Low As Reasonably Achievable, which means that radiographic examinations are obtained with the lowest radiation dose possible, within reason.

    Policy and/or Procedure: Attending faculty at the UM School of Dentistry should order radiographic examinations based on the medical and dental history of the patient, the findings of the clinical examination and the unique needs of the individual patient. In 2012 the ADA and FDA released the following updated statement which provides detailed guidance: Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure

    The following table is a summary of the Selection Criteria for Dental Radiographic Examinations:

    Type of Encounter Patient Age & Dental Developmental Stage
    Child with Primary Dentition (prior to eruption of first permanent tooth) Child with Transitional Dentition (after eruption of first permanent tooth) Adolescent with Permanent Dentition (prior to eruption of third molars) Adult, Dentate and Partially Edentulous Adult Edentulous
    New patient being evaluated for oral diseases Individualized radiographic exam consisting of selected periapical/occlusal views and/or posterior bitewings if proximal surfaces cannot be visualized or probed. Patients without evidence of disease and with open proximal contacts may not require a 
    radiographic exam at this time. 
    Individualized radiographic exam consisting of posterior bitewings with panoramic exam or posterior bitewings and selected periapical images. Individualized radiographic exam consisting of posterior bitewings with panoramic exam or posterior bitewings and selected periapical images. A full mouth intraoral radiographic exam is preferred when the patient has clinical evidence of generalized oral disease or a history of extensive dental treatment. Individualized radiographic exam, based on clinical signs and symptoms
    Recall patient* with clinical caries or at increased risk for caries** Posterior bitewing exam at 6–12-month intervals if proximal surfaces cannot be examined visually or with a probe Posterior BW exam at 6–18-month intervals Not Applicable
    Recall patient* with no clinical caries and not at increased risk for caries**
    Posterior bitewing exam at 12–14-month intervals if proximal surfaces cannot be examined visually or with a probe Posterior bitewing exam at 18–36-month intervals Posterior bitewing exam at 24–36-month intervals Not Applicable
    Recall patient* with periodontal disease Clinical judgment as to the need for and type of radiographic images for the evaluation of periodontal disease. Imaging may consist of, but is not limited to, selected bitewing and/or periapical images of areas where periodontal disease (other than nonspecific gingivitis) can be demonstrated clinically. Not Applicable
    Patient (New and Recall) for monitoring of dentofacial growth and development, and/or assessment of dental/skeletal relationships Clinical judgement as to need for and type of radiographic images for evaluation and/or monitoring of dentofacial growth and development or assessment of dental and skeletal relationships Clinical judgment as to need for and type of radiographic images for evaluation and/or monitoring of dentofacial growth and development, or assessment of dental and skeletal relationships. Panoramic or periapical exam to assess developing third molars  Usually not indicated for monitoring of growth and development. Clinical judgment as to the need for and type of radiographic image for evaluation of dental and skeletal relationships.  Usually not indicated for monitoring of growth and development. Clinical judgment as to the need for and type of radiographic image for evaluation of dental and skeletal relationships. 
    Patient with other circumstances including, but not limited to, proposed or existing implants, other dental and craniofacial pathoses, restorative/endodontic needs, treated periodontal disease and caries remineralization Clinical judgment as to need for and type of radiographic images for evaluation and/or monitoring of these conditions

    Clinical Situations:

    Example 1 Screening Clinic—a screening periodontal examination is encouraged to determine the patient’s periodontal status. A patient with gingivitis or 4 mm probings only would most likely have a panoramic, BWs, and perhaps selected PA’s ordered as needed. When a patient has isolated 5 mm periodontal probings in only one quadrant, a panoramic, BWs, and PAs in that quadrant is indicated; however, when 5 mm probings are present in two or more quadrants, this patient is considered to have a more generalized periodontal condition and as noted in the selection guidelines, a FMX is indicated.

    Example 2 Recall Patients—using a standard time interval for routine, recall BWs is no longer considered acceptable. Instead, determination of when to order radiographs should be determined by individual patient factors such as frequency of dental visits, plaque score, caries risk, existing restorations, diet and periodontal status. The guidelines have a 6-to-18- month time period range for exposing recall BW’s, based on these individual factors

    Example 3 Periodontal Patients—patients with periodontal disease will generally require radiographs at more frequent intervals than healthy adults. Since periodontitis is an episodic disease, radiographic intervals are usually correlated with clinical findings; therefore, when a clinical examination indicates changes in probing depths and attachment levels, selected PA’s and/or entire FMX’s may be exposed based on the individual patient’s findings.

    Obtaining Intraoral and Extraoral Radiographs Procedure

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: Assist students with knowledge and practical application of the use and operation of intraoral and extraoral dental x-ray equipment; and, to provide practical, clinical experience in the diagnosis of diseases and abnormalities.

    Policy and/or Procedure: Before any radiograph is ordered and exposed, a clinical assessment must be accomplished; and the attending faculty member must approve the ordered radiographic examination within the patient’s Axium electronic health record.

    Related links and documents:

    1. The Regulatory Guidelines for Dental Radiation Machines was updated in May 2013. (Click on the "here" link to download a copy of the Guidelines.) 
    2. In 2012 the ADA and FDA released an updated statement, Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure.
    3. Intraoral Technique Chart (PDF)

    Procedural Steps for Intraoral Radiography:

    1. All intraoral radiographs are exposed using digital receptors in accordance with NCRP Report #177 guidelines and the latest recommendations from the ADA and the FDA as noted above.
    2. Intraoral radiographs are taken using a collimated beam, in accordance with NCRP Report #177 and Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure. Only position-indicating devices with a beam size of less than 2.75” (7 cm) in diameter are used. In addition, it is standard operating procedure to use a rectangular collimation system for all intraoral radiographs.
    3. The x-ray source to skin distance for intraoral radiography shall be 12” (30 cm) or greater.
    4. The paralleling technique is used for periapical radiography, whenever feasible.
    5. Total filtration of the intraoral x-ray machines is at least 1.5 mm of aluminum equivalent for units operating at or below 70 kVp and at least 2.5 mm of aluminum equivalent for units operating above 70 kVp.

    Procedural Steps for Extraoral Radiography:

    1. All extraoral radiographs are exposed using digital receptors in accordance with NCRP Report #177 guidelines and the latest recommendations from the ADA and FDA, Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure.
    2. All extraoral radiographic machines that have beam-limiting, or collimation, capability; i.e.; such as cone beam computed tomography (CBCT) units like the Carestream 9600 and the Morita VeraView X800, should be collimated to the region of interest before making the exposure. Exposing large fields of view simply for operator convenience is a violation of the ALARA Principle (As Low As Reasonably Achievable) and is not an acceptable radiation hygiene practice.

    Xray Logon Policy

    Subject: III. Clinical – J. Radiology

    Department: Radiology

    Origination Date: 10/9/15

    Effective Date: 10/9/15

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: To help minimize the number of dropped images by allowing us to free up disk space on these hard drives.

    Policy and/or Procedure:

    To improve the efficiency of the x-ray acquisition computers; and, to attempt to decrease the number of dropped images, these acquisition computer workstations will ONLY BE AVAILABLE FOR X-RAY ACQUISITION. This means that the acquisition computers will automatically boot up to ‘x-ray log on’ and ‘No other network log on is allowed’. The following is the list of computers affected: 

    DSC-1318-PAN, DSC-1323-PAN, DSC-1323-PANNEW, DSC-1320-9601, DSC-1320-9602, DSC- 2304-PAN, DSC-2305, DSC-2306, DSC-2321, DSC-2322, , DSC-2329-SPSP, DSC-3308-PAN, DSC-3317-SPSP, DSC-3321, DSC-3317-SPSP,  DSC-3308-SPSP, DSC-3328, DSC-4304-Morita, DSC-4304-SPSP, USG-2110-CS, USG-2114-CS 

    Please report any issues to the help desk at sodhelp@umaryland.edu

    Policy for Requesting the Import of Outside Radiographs into INFINITT

    Subject: III. Clinical – J. Radiology

    Department: Radiology

    Origination Date: September 9, 2016

    Effective Date: September 9, 2016

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: To allow for a standardized protocol for the importing of Outside radiographs into the current image management system of the school (INFINITT)

    Policy and/or Procedures: The following is the UM School of Dentistry Radiographic Import policy for Outside images:

    1. As part of the initial contact with patients, they should be encouraged to obtain digital copies of their radiographs and either send them to the school or take them to their initial appointment at the School of Dentistry.
    2. If the patient does not have their radiographs, the patient must provide a release form to the office or clinic in possession of the radiographs, if the office does not already have a release form on file. This form is located in Axium under Forms; in addition, hard copies are located in the Radiology Clinic on the First Floor.
    3. The primary provider (in the pre-doc clinic, this is the student provider) should contact the outside clinic or private office to inform them that the patient has requested that their radiographs and other records be sent to the School of Dentistry. The release form should be faxed to the outside provider.
    4. The outside dental clinic/practice should send the digital images to OralRad@umaryland.edu
    5. Radiology clinic personnel will review the images for quality and import the images into the patient’s INIFINITT chart.
    6. Upon image import into INFINITT, the imported full mouth series images will be mounted into a full mouth series template, images rotated, and the series will be saved with a name that includes the exposure date. A treatment note will be placed in Axium documenting the date of exposure and type of radiographs imported.
    7. Please note: priority for image importing is given to patients who are physically present in the school; the turnaround time for image import may be as long as five (5) days for patients who have sent images to the school before appointments.

    Policy for Requesting the Import of Romexis Radiographs into INFINITT

    Subject: III. Clinical – J. Radiology

    Department: Radiology

    Origination Date: September 9, 2016

    Effective Date: September 9, 2016

    Reviewed and/or Revised: 09/01/2017, 02/28/2024, 1/07/2025

    Purpose: To allow for a standardized protocol for the importing of Romexis radiographs into the current image management system of the school (INFINITT)

    Policy and/or Procedures: The following is the UM School of Dentistry Radiographic Import policy for Romexis images:

    1. Currently, Romexis images are viewable using the Romexis Images Report found in the Patient Care module of Axium. It is expected that this resource will continue to be used for viewing radiographs.
    2. After reviewing the patient’s record and determining the need for access to previous Romexis images in order to view CRS/FMX series and or sequential radiographs within INFINITT, the treating provider should send an import request to oralrad@umaryland.edu. This request should contain the patients Axium #, specific image type requested (for example, panoramic, cephalometric, CRS, BW, CBCT) as well as the exact date of the exposure. For periodontal patients, a suggested protocol is to request the original CRS/FMX in Romexis as well as the most recent CRS/FMX. For other situations of sequential treatment such as monitoring an implant site or endodontically treated tooth, please give the initial date, image type, and other dates that are required.
    3. Upon image import into INFINITT, the imported full mouth series images will be mounted into a full mouth series template, images rotated, and the series will be saved with a name that includes the exposure date.
    4. A treatment note will be placed in Axium documenting the date of exposure and the type of radiographs imported.
    5. Please note: the turnaround time for image retrieval and import is up to five (5) days.

     

    Intraoral (IO) Camera Policy

    Subject: III. Clinical – J. Radiology

    Effective Date: January 1, 2017

    Reviewed and/or Revised: 09/01/2017, 02/26/2024, 1/07/2025

    Purpose: To describe the clinical use of the intraoral cameras

    Definitions: Intraoral (IO) camera—this is the Panasonic camera to be plugged directly into a clinical computer workstation and used to capture intraoral images.

    Related links and documents:

    1. Users are required to follow proper protocols for checking out equipment from Prep Dispense as well as general INFINITT usage policies found in the AxiUm clinical guides.
    2. The IO camera training video in Blackboard Clinic Essentials.

    Policy and/or Procedure:

    1. Upon determining the need for intraoral imaging, the user should check out an IO camera from Prep Dispense. Please note that if damage occurs to the camera, the user may be liable for a $1,200 breakage fee per normal clinic protocol.
    2. The following items should be within the rubber lined camera case:
      1. The Panasonic IO camera, with a cloth lens cover to prevent scratches to the lens, within a bubble wrap protective bag
      2. Plastic sheaths for infection control
      3. Alcohol wipes for cleaning the lens, as needed
    3. In the patient’s AxiUm chart, plan a D0350.1 code; please note the “.1”. INFINITT will not recognize the acquired images taken with the intraoral camera using the D0350 code and consequently you will NOT be able to acquire intraoral images.
    4. Send the D0350.1 code to INFINITT per normal clinic routine.
    5. In INFINITT, select the ‘Microsoft’ image source in the box along the top left of the imaging template, then select the ‘IO Camera’ which activates the IO camera properly.
    6. A live feed of the camera and a temporary workspace will open; as you ‘capture’ intraoral images, they will appear in the workspace.
    7. Per the training video, capture images.
    8. In the temporary workspace, you will then select the images you wish to save in the patient’s INFINITT chart. When you close the temporary workspace, the selected images will automatically be transferred to the INFINITT template. Please refer to the training video for additional details.
    9. Adjust images as needed (brightness/contrast, orientation, order, etc.) BEFORE sending the images to the INFINITT Cloud.
    10. Finally, have your faculty complete the procedure in AxiUm.

    Radiography Record Policy

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 05/21/2024, 1/07/2025

    Purpose: Ensure complete and accurate radiographic exposures, including documentation in the Axium electronic health record.

    Related links and documents:

    1. The Regulatory Guideline for Use of Dental X-Ray Machines in the State of Maryland was updated in May 2013:
    2. In 2012 the ADA and FDA released an updated statement, Dental Radiographic Examinations: Recommendations for Patient Selection and Limiting Radiation Exposure.

    Policy and/or Procedure: In all clinics, radiographic examinations are ordered according to current FDA/ADA selection criteria guidelines.

    Procedural Steps for Documentation of Radiographs:

    1. All ordered radiographic examinations are documented in the Axium EHR and in INFINITT; records of exposed radiographs are recorded and tracked in INFINITT. 
    2. In the pre-doctoral and dental hygiene clinics, all radiographs must be appropriately documented, approved and authorized, in Axium, our electronic health record, by a licensed faculty dentist prior to exposing radiographs.
    3. In the pre-doctoral and dental hygiene clinics, INFINITT is the PACS software used by the UMSOD for acquiring, viewing, processing and storing images. Radiographic images cannot be deleted from the INFINITT database.
    4. In the undergraduate clinic, all radiographs must be properly oriented and teeth numbered in MiPACS on the day the exposure was made. A template corresponding to an ADA code must be used for each radiographic exposure.
    5. The following clinic protocol for image approvals MUST be followed for diagnostic radiographs:
      1. Retakes are justified using the ‘Comments’ section of INFINITT; and radiology clinic staff or radiology-approved staff or faculty swipe approval is required for retakes.
      2. When a complete radiographic series (CRS or FMX) is complete, a technical analysis is required; analysis comments are placed in the ‘Comments’ section of INFIITT.
      3. The series is then approved for technical quality by radiology clinic staff or radiology-approved staff or faculty via swipe approval.
      4. If the patient is an Urgent Care patient, the radiographic findings are then completed in the spreadsheet section of the patient's VISIT form.
      5. If the patient is a Comprehensive Care patient, the radiographic findings are then charted in the Odontogram with a note in the spreadsheet area to ‘see odontogram’.
    6. Interpretation of radiographs are the responsibility of the individual who exposed the radiographs.
    7. Completion of the technical quality analysis and documentation of radiographic findings are expected at the time of service.

    Radiation Safety Procedures

    Subject: III. Clinical – J. Radiology

    Department: Oncology & Diagnostic Sciences

    Origination Date: July 17, 2013

    Effective Date: August 19, 2013

    Reviewed and/or Revised: 09/01/2017, 02/28/2024, 1/07/2025

    Purpose: This procedure provides instructions for creating, reviewing, routing, storing, and maintaining reports that are necessary for proper documentation of UMB radiation safety activities; and this procedure addresses many of the regulatory requirements found in COMAR Sections 26.12.01.01.

    Scope (applies to): This procedure addresses radiation safety reports that are required by COMAR and UMB’s radioactive material licenses.

    Policy and/or Procedure: The Radiation Safety Committee of the University has generated a Radiation Safety Procedure to which the School of Dentistry must adhere. Click the following link to access the The University of Maryland's Radiation Safety Procedure document.