Case Preparation

 

Purpose

One purpose of this organization is to help maintain a very high standard of orthodontic treatment among its members. This objective should be pursued at both the individual and group levels.

We do this individually by bringing cases to every meeting for self-evaluation and discussion with other members. As a group, we arrange to hear the best clinicians available in orthodontics and other related fields.

 

Requirements

The following requirements for members and guests concerning the display of cases are mandatory and should be followed to the letter:

For guests and regular members, one case display will be required, which must have completed active treatment within the last 24 months.

Members displaying cases for the ABO will NOT be required to follow the above case requirements but should bring at least one of their ABO cases. (Please bring copies and not the originals for security purposes).

Guests who do NOT have any finished cases should bring the beginning records only and be prepared to discuss their treatment plan.

 

Exceptions

  • Sustaining Members are not required, but encouraged, to bring case(s)
  • New Members who are attending their first Annual Meeting are not required, but encouraged, to bring case(s)
  • Retired Members are not required, but encouraged, to bring case(s)
  • Honorary Members are not required to bring cases.
  • First Time Guests are not required, but encouraged, to bring case(s)

Ortho Residents are also highly encouraged to bring case(s), but they may not be required to. They must check with their individual program.

 

Special Considerations

  • Any person who has completed his/her orthodontic training will be allowed to attend their first meeting as a guest and not be required to bring a display of cases.
  • After 15 years of continuous active membership, a member is relieved of the obligation of bringing models and records to the meetings. However, these members are urged to bring and display, in the usual manner, cases which might be of educational value.
  • An orthodontist who joins in practice with or works for another orthodontist should designate certain cases in which he/she does the majority of the treatment to bring to the meetings of this group to meet the requirements of displaying cases. This requirement is to conform with the requirements of the American Board of Orthodontics in similar situations.
Preparing Your Cases

Schudy Awards

The Fred F. Schudy Achievement Awards are open to ALL active members. Special recognition is given to those cases that are unique, unexpected, interesting, and worthy of special study by the membership in the following six categories:

  1. Non-extraction (non-surgery)
  2. Extraction (non-surgery)
  3. Multiple Phase Treatment
  4. Surgery
  5. Mutilated (teeth missing before treatments)
  6. Problem Cases
  7. Clear Aligners

Up to three cases may be selected for recognition in each category. Active members can display their required cases in the Schudy competition. Cases > 24 months out of treatment are not eligible for a Schudy Award. A member may enter as many cases and categories as they wish.

Members are required to place each of their cases on a display table that best represents the dominant aspect of that case. (i.e. cases will NOT be displayed all together.)

The individual display format will be the same as for all other case displays with this EXCEPTION:

On the CASE FEEDBACK sheets provided, please write down what you feel are the interesting points about this case. Grading will be based on uniqueness, records, difficulty, and control/finish.

Rules & Regulations

Preparing Your Cases
2023 Award Winners from Left to Right: Drs. Anabella Henao, Irelia Machado, Cele Oliver, Nadene Tipton, Meredith Scott, Ron Gallerano, Jay Gibson (not pictured is Scott Franklin).

Case Submissions & Protocols

For a comprehensive overview of all the protocols and guidelines for preparing your case reports, including how to present Digital Models & Diagnostic Models, please be sure to download and read through the Protocols & Guidelines PDF.

Protocols & Guidelines

Notebooks

We have created a TEMPLATE for your use to simplify presenting your cases at our upcoming Annual Meeting in Fort Worth, Texas. We have also included a NOTEBOOK COVER PAGE. Please slide this into the front sleeve of your binder.

Following the TOSC format will standardize the evaluation and review of your cases submitted and greatly simplify going from case to case. This should also create nice notebooks and PowerPoints for you to present in your practices. However, you may also submit your notebook following the ABO format. Both are acceptable.

 

TOSC Format

For those who prefer the TOSC case submission format, we have created instructions with a template to standardize that in a more modern format as well. I am sure we will have to adjust some things for the future. After this meeting, if you have suggestions for the template, please let us know.

 

ABO Format

For those submitting cases to the ABO or for those more comfortable presenting their cases under the ABO format, then use the ABO case submission format. Details are on the ABO website. View the rules established by the ABO.