The Academy of Orthodontic Assisting Level 2 combines the knowledge of more than 50 years of clinical expertise. Designed for the more experienced or senior clinical assistants, the Level 2 program brings an advanced curriculum to the orthodontic profession. As the Level 1 program builds on the universal fundamentals of orthodontics, Level 2 focuses on more modern day specifics such as the Biology of Tooth Movement, Risk Management, TADs, and Soft Tissue Laser procedures.

The Level II program combines the knowledge of Dr. Doug Depew, Trapezio Founder and Level 1 author, with compilations and techniques from leading orthodontic consultants Lori Garland Parker and Andrea Cook.



Program Objectives Course Outline Reviews About the Authors


Program Objectives

    1. Demonstrate a thorough comprehensive of advanced clinical terminology.
    2. Understand progressive orthodontic treatment options including the assistant’s role and the benefit to the patient.
    3. Be familiar with the assistant’s role in minimizing risk in an orthodontic practice.
    4. Know the roles which may be filled by well-trained senior clinical team members to assist the doctor.
    5. Understand how to prevent unnecessary repairs and emergencies during orthodontic treatment and the benefits to the practice.

Course Outline
The topics listed below are covered in the Academy of Orthodontic Assisting – Level 2 program.

PVS Impressions
– Oral anatomy
– Uses of PVS
– Preparing for impressions
– Methods for success
– Evaluating a PVS impression
– Bite registration

Infection Control in the Orthodontic Office
– Infectious diseases
– Modes of disease transmission
– Protection agencies
– Preventing infection
– Exposure prevention
– Standard precautions
– Hand hygiene
– Personal protective equipment (PPE)
– Sterilization and disinfection
– Environmental infection control

Adjustment of Headgears and Retainers
– Adjusting wire retainers
– Adjusting and inserting retainers
– Adjusting clear retainers
– Retainer instructions for the patient
– Fitting headgear
– Headgear instructions for the patient
– Adjusting headgear

Identification of Cephalometric Landmarks
– What are cephs?
– What are landmarks based on?
– Soft tissue landmarks
– Hard tissue landmarks
– Key anatomy
– Hard tissue landmarks
– Soft and hard tissue counterparts
– Introduction to tracing cephs

Risk Management for Orthodontics
– Malpractice
– What is risk management?
– Handling an incident in the office
– Main points
– Why do people sue doctors?
The Assistant’s Role in Soft Tissue Laser Procedures
– Classification of lasers
– Orthodontic laser procedures
– Safety with lasers
– Assistant’s role during the procedures

The Assistant’s Role in Mini-Implants
– Introduction to Mini-Implants (TADs)
– The assistant’s role
– Placing TADs
– Post treatment
– Removal of mini-implants

The Biological Basis of Tooth Movement
– Review of dentoalveolar anatomy
– Influences on tooth position
– Types of tooth movement
– Advanced dental anatomy
– Components of the PDL
– Bone formation
– Overview of the tooth movement process
– Forces in tooth movement

Analyzing, Tracking, & Preventing Unnecessary Repairs & Emergencies
– Emergency vs. repair
– Effects of unnecessary repairs
– Benchmarking
– Common repairs
– Employee roles in prevention

Predictable Bonding to A-Typical Tooth Surfaces
– Bonding to a-typical tooth enamel
– General preparation
– Key terms
– Use and care of products
– Bonding to challenging enamel surfaces
– Bonding to non-enamel surfaces
– Using self-etching primer


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Clinical Assistant
“I loved the straight and to the point lessons. No fluff or anything that I felt wasted time. The tests were fair but also challenging enough to know that I had learned something when I passed them. I have been an orthodontic assistant for 9 years and have had my OA for 4 years. The course was such a nice refresher and confirmation of good habits.”


Jennifer, Office Manager
“Our clinical team feels more empowered about their own training. There are defined lessons and trainees are responsible for progressing themselves through the lessons, the burden does not lie solely with the doctor, clinical coordinator or another assistant. They have been excited to learn how to communicate in a professional manner chairside with both the doctor, patient and parents. The Level 2 program has proven to be even more challenging to the trainees and we feel can be instrumental in assessing what the future productivity of your assistants will be.”


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About the Authors

AndreaCook_headshot Andrea Cook is a veteran in clinical procedures and clinical productivity. She has over 20 years of chair-side experience and has worked as a clinical consultant and trainer for premier orthodontic practices through the United States. Since effectively training clinical team members is a critical portion to the advancement of clinical productivity and profitability, Andrea works with teams to increase efficiency, improve communication and guide the office to a new level of excellence.

Andrea’s years of experience include working in single, double, and multi doctor practices. She has extensive experience as clinical coordinator for a multi-doctor practice, seeing over 120 patients per day. Andrea’s experience allows her to understand and address the concerns of the clinical team.

To learn more about Andrea, visit her website at

Lori Garland Parker has been in the orthodontic field for over 30 years and is co-founder of Consulting Network, Management and Training Solutions. She specializes in coaching orthodontic teams to high levels of excellence by enhancing clinical efficiency and effectiveness, developing organizational systems, reducing emergencies, and teaching valuable patient communication and motivation skills. She has developed numerous ‘must have’ training and practice management tools, enjoys lecturing in the United States and abroad and frequently writes articles for orthodontic publications.

Lori has a strong educational background in Dental Assisting, Business, and Organization Management. She has also received numerous certifications and licenses related to dental and orthodontic functions. She has held volunteer positions with the California Association of Orthodontists (CAO), American Association of Orthodontists (AAO), and the Pacific Coast Society of Orthodontists (PCSO). Additionally, Lori has been featured at numerous speaking engagements both within the United States and abroad since the mid-1980’s.

To learn more about Lori Garland Parker and Consulting Network, visit the website at


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Release Date: July 9, 2010 | Review Date: January 19, 2016 | Expiration Date: January 19, 2019