Case Assessment Tools

Use these practical tools from the AAE to evaluate a patient's clinical condition, gauge your treatment capabilities and overcome case assessment pitfalls.


Endodontic Case Difficulty Assessment Article

This newsletter discusses endodontic treatment planning, case assessment and referral from a specialist’s perspective.

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Reading List

A comprehensive list of references supporting the topic of case assessment and referral.

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AAE Case Difficulty Assessment Form and Guidelines

The form enables a practitioner to assign levels of difficulty to a particular case by assessing risk factors that may affect the outcome of treatment. The form may also be used to assist with referral decision making and record keeping.

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Educator’s Guide to Using the AAE Endodontic Case Difficulty Assessment Form

This guide is designed to assist educators in teaching predoctoral dental students objective evaluation and decision-making skills in endodontics.

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Forging Effective Alliances for Quality Patient Care

This article discusses the value of effective referral relationships.

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