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Case Assembly

  1. Download Case Report Work File. You must use Adobe Reader, Version 9 or later, to open this file.* All reports for one case are contained in this file. 
  2. We recommend you use Save-As with a descriptive filename for each case.
  3. Enter case report data to each work file at your convenience. 

*Other PDF viewers are not fully functional and cannot be used. Work at the same local hard drive to insure you are always using the same version of Adobe Reader. Warning to Mac Users: Do not use Apple's Safari to download the CRWF; also, make sure the CRWF opens in Adobe Reader, not in Apple's Preview.
**Currently published ABO exam specifications apply to each year's exam, no matter when the examinee began gathering records.

Supplies Needed for ONE Notebook Presentation 

Item Quantity Description Purpose
3-Ring Binder


1/2", vinyl on hardboard, clear overlay on cover, two interior pockets

Notebook for case presentation

Sheet protectors

(4 if Interim Recs)

Top-loading, non-glare, 3-hole punch

For photo montage and superimpositions.

Pocket Dividers

(3 if Interim Recs)

3-hole punch

For all radiographs and cephalometric tracings

See Important Identification of Records Details at: Record Identification of Hard Copy Records

Download Label Templates:

Presentation of Case

Dental Casts for each case for each level of evaluation.
Case Record Notebook for each case that will contain:

  • Title page Title Page Instructions
  • Patient records for each stage of treatment
    • All Post-treatment Records must be obtained within 12 months of appliance removal
    • Interim or Pre-Surgical Records are mandatory for two-phase treatment and for surgical cases

Order of contents for each Presentation Notebook

Title Page

Insert page into clear overlay on notebook cover.

Pretreatment Records (A)

Required, BLACK dots


Follow prescribed montage arrangement on an 8.5 x 11 page; place photo montage into a sheet protector.


Insert all radiographs or digital printouts in one pocket of pocket divider.

Ceph Tracings   

Insert ceph tracings or digital printouts in the same pocket as the radiographs.

Periodontal Record/s   

Insert periodontal record(s) in the same pocket as the radiographs.

Interim Records (A1)

If needed, BLUE dots; use separate sheet protector and pocket divider; follow same order as (A) records.

Post-treatment Records (B)

Required, RED dots; use separate sheet protector and pocket divider; follow same order as (A) records.


Insert superimpositions or digital printouts into a sheet protector.

Printed Case Reports

Insert two stapled copies of case reports (Pgs. 2-9 of Case Report Work File) into the back pocket of the notebook.