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Dental anamnesis is a vital and intrinsic component of dental practice, standing out as an indispensable tool for achieving an in-depth understanding of the patient's general health and medical history. This approach is crucial, not only for providing a comprehensive context of the individual's health condition but also for establishing the basis for an accurate diagnosis and the development of an effective and personalized treatment plan.

Find out in this article what are the crucial steps to perform a quality dental anamnesis, which points to address and how to approach the patient and prepare them for dental treatment.

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Preparation and Environment for Dental Anamnesis

The preparation phase and the setting of the environment are critical aspects in the process of dental anamnesis, requiring special attention to ensure that information collection is carried out effectively and sensitively. Before starting the anamnesis, it is essential for the dentist and the team to ensure that the office is adequately prepared, creating a space that not only promotes privacy and confidentiality but also offers comfort and tranquility to the patient.

Privacy is a paramount factor, considering that sensitive medical and personal information will be shared during the anamnesis. The office should be structured in a way to ensure that conversations remain confidential, avoiding interruptions and ensuring that the patient feels comfortable discussing their health and medical history openly. This may involve the use of acoustically isolated consultation rooms and ensuring that conversations are not overheard by other patients or unauthorized people.

Furthermore, preparation for the anamnesis also involves organizing all the necessary instruments and materials, such as medical records, anamnesis forms, and any other resources that may be needed during the consultation. This ensures that the process runs smoothly, without unnecessary interruptions that may distract or discomfort the patient. In this case, the use of a system with an integrated electronic medical record, such as Ninsaúde Clinic, is recommended.

Collection of Personal Information

The initial phase of dental anamnesis is dedicated to the collection of personal information, a fundamental step that goes beyond mere administrative formality, playing a crucial role in establishing a comprehensive and individualized patient record. This step involves obtaining basic but essential patient data, which include:

Complete Identification: In addition to the full name, it is important to collect other forms of identification, such as the date of birth, which assist in differentiating homonymous patients and in the adequacy of treatments based on age. Contact information such as residential address, phone numbers, and email address are also vital, not only for routine communications but also in cases of emergencies or the need for follow-up.

Gender and Gender Identity: Although traditionally only biological gender is collected, the importance of understanding the patient's gender identity for more inclusive and respectful care is increasingly recognized.

Language and Preferred Communication: Knowing the patient's preferred language and any special communication needs (such as interpreters for the deaf or materials in accessible formats) is essential to ensure that communication is clear and effective.

Family and Social History: Although not strictly personal, information about family structure, living conditions, and even profession can offer important insights into risk factors for oral health and accessibility to dental care.


Medical History

The medical history is crucial and should include questions about:

  • Existing medical conditions (diabetes, hypertension, heart diseases, etc.).
  • History of surgeries or hospitalizations.
  • Allergies, especially to medications or anesthetics.
  • Medications the patient is currently taking.
  • Recent vaccinations.

Dental History

The assessment of the patient's dental history is a crucial step in dental anamnesis, providing valuable insights into the individual's current and past oral health. This detailed analysis of the dental past helps in identifying patterns, assessing risks, and formulating an effective treatment plan. Aspects to be investigated include, but are not limited to:

Last Visit to the Dentist and Reasons: It is essential to know when the last dental consultation was and the reason for that visit. This can indicate the regularity of the patient's dental care and reveal recurring or unresolved problems.

Previous Treatments and Complications: A complete record of previous dental procedures, including fillings, extractions, root canal treatments, orthodontics, prosthetics, and oral surgeries, is essential. Equally important is knowing about any complications or adverse effects experienced, such as reactions to anesthetics, infections, or difficulties in healing.

Oral Hygiene Habits: The frequency of brushing, use of dental floss, and mouthwashes, as well as the techniques used, offer a view of the patient's oral care routine. Additionally, the assessment of habits like the use of toothpicks, interdental brushes, or oral irrigators can be relevant.

History of Oral Diseases: Information on previous oral diseases, such as frequent cavities, periodontal disease, mouth injuries, tooth sensitivity, gum problems, and occurrences of canker sores or cold sores, are important for understanding the patient's susceptibility to certain dental problems.

Responses to Previous Treatments: Understanding how the patient responded to previous treatments, including the effectiveness of anesthesia, the duration of recovery, and adherence to postoperative recommendations, can help plan future interventions.


Dental Experiences and Anxieties: Knowledge of any previous negative experiences at the dentist or anxieties related to dental treatments is vital to tailor the dentist's approach and ensure that the patient feels comfortable and secure.

Oral Health-Related Habits: Behaviors such as nail-biting, biting objects, teeth grinding (bruxism), tobacco use, excessive consumption of sugars or acidic beverages, and the practice of sports without oral protection, can have significant impacts on oral health.

Changes in Diet and Nutrition: Recent changes in diet or nutrition, such as restrictive diets, vegetarianism or veganism, and the use of supplements, can influence oral health and should be considered in the dental assessment.

Lifestyle Evaluation

Lifestyle can influence oral health. Ask about:

  • Diet, including sugar and acidic beverage consumption.
  • Habits such as smoking and alcohol consumption.
  • Oral hygiene routine.

Symptom Review

The review of symptoms during dental anamnesis is a crucial step, where the dentist investigates the presence of any current signs or symptoms that the patient may be experiencing. This detailed process not only assists in identifying undiagnosed dental problems but also provides valuable clues about the patient's oral and general health. Important aspects to consider include:

Pain: Questioning about the presence of pain, its location, intensity, duration, and character (sharp, throbbing, constant, intermittent). In addition, it is important to know what aggravates or relieves the pain and whether it is triggered by stimuli such as heat, cold, or chewing.

Bleeding: Investigate the occurrence of bleeding in the gums, both spontaneous and induced by brushing or using dental floss. The frequency, duration, and moments when bleeding occurs provide valuable information.

Difficulty Chewing: Assess whether the patient has difficulty chewing or avoids chewing on a specific side of the mouth. This can indicate occlusion problems, discomfort in specific teeth, or issues in the temporomandibular joints.

Sensitivity: Question about dental sensitivity to stimuli such as extreme temperatures, sweets, or pressure. Identifying the location and duration of sensitivity can help diagnose the underlying cause.

Changes in Bite: Ask if the patient has noticed changes in the way their teeth fit together or in their bite, which can indicate tooth displacement, wear, or problems in the joints.


Bad Breath: The presence of persistent halitosis can be indicative of dental or systemic problems, such as gingival infections, cavities, or gastrointestinal conditions.

Dry Mouth: Xerostomia or dry mouth can be a symptom of various conditions, including side effects of medications, problems in the salivary glands, or systemic diseases.

Oral Lesions or Ulcers: The presence of lesions, ulcers, spots, or growths in the mouth can be indicative of infections, traumas, or more serious conditions like oral cancer.

Clicking or Pain in the Joint: Symptoms in the temporomandibular joint, such as clicking, locking, or pain, can indicate problems in the joint or bruxism.

Changes in Taste or Smell: Changes in the sense of taste or smell can be associated with dental conditions, respiratory infections, or neurological disorders.

Effective Communication

In dental anamnesis, effective communication is essential and plays a crucial role in building a relationship of trust between the dentist and the patient, as well as being fundamental for the collection of accurate and detailed information. To achieve effective communication, the dentist must adopt various communicative techniques and approaches.

Firstly, it is vital to use clear and simple language, avoiding medical jargon and complex technical terms. This ensures that the patient fully understands the issues discussed and feels comfortable asking questions. Additionally, the use of open-ended questions is an effective technique that encourages the patient to share more about their experiences and concerns. Unlike closed-ended questions, which generally result in 'yes' or 'no' answers, open-ended questions allow the patient to express their thoughts and feelings more freely.

Finally, active listening is another essential component: listening attentively to what the patient says, without interruptions, demonstrates respect and interest. This approach not only assists in the collection of information but also reinforces the relationship of trust and respect between professional and patient.

Recording Information Using Ninsaúde Clinic Software

The organized recording of all information collected during dental anamnesis is crucial for effective future reference and for consistent and efficient treatment follow-up. In this context, the use of specialized software, such as Ninsaúde Clinic, can bring significant benefits to the process of documentation and information management in the dental field.

Ninsaúde Clinic offers customizable form templates for anamnesis notes, allowing professionals to tailor documentation to their specific needs and those of the patient. These digital forms simplify data collection and storage, making the process more agile and less prone to errors than traditional paper-based methods. With the ease of filling, updating, and accessing the patient's history quickly and integrally, the dentist can focus more on patient interaction and less on bureaucracy.

Furthermore, Ninsaúde Clinic incorporates an extremely useful tool for dental professionals: the digital odontogram. This feature allows for a detailed visual record of the current state of the teeth and oral cavity of the patient. The digital odontogram is especially valuable in the follow-up of dental treatments, enabling a clear record of the patient's progress, from problem identification to treatments and procedures performed. This visual tool is essential for both planning future treatments and for retrospective reviews and evaluations.

Ninsaúde Clínic Digital Odontogram

The use of this software also facilitates communication with other health professionals, in case it is necessary to share information for interdisciplinary treatments. Secure digital storage ensures the protection of patient information, in compliance with privacy and data security standards.

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