Topic module

Treatment Planning, Consent and Referral

Build an individualised plan from diagnosis, prognosis, options, material risks, patient priorities and referral thresholds.

Long-form learning
Concept to Risk to Memory to Check-up

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

1-2 question checkpoint

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

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