Treatment Planning, Consent and Referral
Build an individualised plan from diagnosis, prognosis, options, material risks, patient priorities and referral thresholds.
How to prepare for ORE Part 1
Connect scientific knowledge to clinical decisions, then rehearse selecting the safest best answer or matching option under time pressure.
Core concepts
Concept 1
Valid consent is an ongoing process requiring capacity, sufficient relevant information and voluntariness.
Exam cue: Separate what is clinically possible from what is appropriate for this patient.
Concept 2
Referral transfers care only when the reason, urgency, information and interim safety plan are communicated and followed up.
Exam cue: Check competence and setting before committing to treatment.
Risk pitfalls and guardrails
Treating a signed form as proof of valid consent.
Guardrail: Do not choose a technically possible answer that ignores urgency, consent, competence, medical risk, follow-up or patient priorities.
Referring without managing immediate risk or closing the communication loop.
Guardrail: State urgency and reason, protect the patient while transfer is pending, and close the communication loop.
Memory anchors
What makes consent valid?
Capacity, sufficient relevant information and a voluntary decision.
Is consent a one-off event?
No. Revisit it when risks, options, circumstances or patient wishes change.
What should a treatment plan integrate?
Assessment, diagnosis, prognosis, evidence, alternatives, risk, cost and patient priorities.
When is referral required?
When complexity, risk, facilities or competence exceed the available service.
What closes a referral loop?
Reason and urgency, relevant information, interim care, confirmation and follow-up.
Checkpoint rule
Do the check-up only after you can summarize each concept in one sentence and identify one dangerous pitfall from memory.
Knowledge Check (after reading)
Short check-up to confirm understanding of this module.
Check-up Questions
What is the first step in treatment planning after assessment?
Which factor most strongly affects whether a tooth is strategically maintainable?
Answer all questions to submit.
Next step personalized recommendations
Continue learning
Move forward only after this module is stable.
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