Module 1 - Ergonomics & Periodontal Instruments

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Last updated 5:36 AM on 6/14/26
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48 Terms

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Correct position allows for

  1. Prevents injury

  2. Clear visibility of tooth

  3. Allow easy access

  4. Efficient treatment to patient

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Ergonomics

Fit between people with technological tool and environment

  • Equipment — Fit the user

  • Efficient — Task easier to do

Poor egonomics decrease comfort, productivity, and safety

  • Office layout, dental equipment, instrument

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Musculoskeletal disorder (MSD)

Condition where musculoskeletal system (muscles, tendons, nerves) are injured over time

  • Body part overused = stressed = damaged

  • Affects mostly hands, wrists, elbows, neck, and shoulders

  • 64% — 93% in dental people

    • Why? Excessive use of small hand muscles, repetitive motion, tight grips, fixed work position for extended period

  • Causes: Injury to nerves, muscles, tendons, loss of strength, impairment of motor control, tingling, numbness, pain in back, shoulders, arms, elbows, wrists, hands

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Ergonomic hazards

Highest risk of musculoskeletal injuries

  1. Awkward posture

  2. Static (fixed) working position

  3. Force placed on body part

  4. Repetitive movements

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Neutral posture (ideal)

Joint used near middle of full range of motion

  • Further away from neutral = more strain

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<p><strong>Awkward postures</strong></p>

Awkward postures

  • Adopted — improper adjustment of chair, patient position, work technique

More muscle used to accomplish task than neutral positon

  • Common awk posture = wrist flexion (Stress neurovascular structures and ligaments)

  • Loss in grip strength

<ul><li><p>Adopted — improper adjustment of chair, patient position, work technique</p></li></ul><p></p><p>More muscle used to accomplish task than neutral positon</p><ul><li><p>Common awk posture = wrist flexion (Stress neurovascular structures and ligaments)</p></li><li><p>Loss in grip strength</p></li></ul><p></p>
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Static posture

Body in 1 position for extended period of time

  • compresses blood vessels & reduce blood flow = decrease oxygen and energy to muscles

  • Waste product builds up = muscle fatigue = pain

  • Static gripping exceeds 20 mins = common

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Force

Amount of effort by muscle and pressure placed on body part
(Aka how hard your muscles have to work)

  • Holding small instrument for long time = high force

  • Pinch grip is greatest contributing risk factor to MSD

<p>Amount of effort by muscle and pressure placed on body part<br>(Aka how hard your muscles have to work)<br></p><ul><li><p>Holding small instrument for long time = high force</p></li></ul><ul><li><p>Pinch grip is greatest contributing risk factor to MSD</p></li></ul><p></p>
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Repetitive movements

Repetitive task: Same movement >50% of work

  • MSD increases when same parts used continuously

3 composent to consider with repetitive motions:

  1. Frequency

  • How many times the action is repeated

  • How often that 1 hand is using instruments

  1. Duration

  • How long the action is performed

  1. Recovery time

  • Periods of rest that break repetitive cycle (stretches between patients)

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Musculoskeletal problems

  1. Thoracic outlet syndrome

  2. Rotator cuff tendinitis

  3. Pronator syndrome

  4. Extensor wad strain

  5. Carpal tunnel syndrome (CTS)

  6. Ulnar nerve entrapment

  7. Tenosynovitis

  8. Tendinitis

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Thoracic outlet syndrome

Definition

  • Disorder of fingers, hand, wrist due to compression of brachial nerve plexus and vesels between neck and shoulder

Causes

  • Tilting head forward, hunching, reaching overhead

Symptoms

  • Numb, tingle, pain in fingers, hands, wrists

<p><strong>Definition</strong></p><ul><li><p>Disorder of fingers, hand, wrist due to compression of brachial nerve plexus and vesels between neck and shoulder</p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Tilting head forward, hunching, reaching overhead </p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Numb, tingle, pain in fingers, hands, wrists</p></li></ul><p></p>
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Rotator cuff tendonitis

Definition

  • Inflammation of tendons in shoulder

Causes

  • Holding elbow above waist level and upper arms away from body

Symptoms

  • Pain and impaired function of shoulder joint

<p><strong>Definition</strong></p><ul><li><p>Inflammation of tendons in shoulder</p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Holding elbow above waist level and upper arms away from body</p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Pain and impaired function of shoulder joint</p></li></ul><p></p>
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Pronator syndrome

Definition

  • Painful disorder of wrist and hand — compression of median nerve between 2 heads of pronator teres muscle

Causes

  • Holding lower arm away from body

Symptoms

  • Similar to carpal tunnel syndrome

<p><strong>Definition</strong></p><ul><li><p>Painful disorder of wrist and hand — compression of median nerve between 2 heads of pronator teres muscle </p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Holding lower arm away from body</p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Similar to carpal tunnel syndrome </p></li></ul><p></p>
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Extensor wad strain

Definition

  • Painful disorder of fingers — injury of extensor muscles of thumb and fingers

Causes

  • Extending fingers independently of each other

Symptoms

  • Numbness, pain, loss of strength in fingers

<p><strong>Definition</strong></p><ul><li><p>Painful disorder of fingers — injury of extensor muscles of thumb and fingers </p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Extending fingers independently of each other </p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Numbness, pain, loss of strength in fingers </p></li></ul><p></p>
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Carpal tunnel syndrome (CTS)

Definition

  • Compression of median nerve in carpal tunnel of wrist

Causes

  • Poor posture, repeatedly bending hands (up, down, side to side), pinch gripping w/o rest

Symptoms

  • Numbness, pain, tingling in thumb, index, middle fingers

<p><strong>Definition</strong></p><ul><li><p>Compression of median nerve in carpal tunnel of wrist</p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Poor posture, repeatedly bending hands (up, down, side to side), pinch gripping w/o rest</p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Numbness, pain, tingling in thumb, index, middle fingers</p></li></ul><p></p>
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Ulnar nerve entrapment

Definition

  • Lower arm and wrist compression of ulnar nerve

Causes

  • Bending hand (up, down, side to side) at wrist, holding pinkie finger away from hand

Symptoms

  • Numbness, tingle, loss strength in lower arm/ wrist

<p><strong>Definition</strong></p><ul><li><p>Lower arm and wrist compression of ulnar nerve</p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Bending hand (up, down, side to side) at wrist, holding pinkie finger away from hand</p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Numbness, tingle, loss strength in lower arm/ wrist</p></li></ul><p></p>
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Tenosynovitis

Definition

  • Inflammation of tendons (side of wrist & base of thumb)

Causes

  • Hand twisting, forceful gripping, bending hand back or to side

Symptoms

  • Pain on side of wrist, base of thumb, cracking noise

<p><strong>Definition</strong></p><ul><li><p>Inflammation of tendons (side of wrist &amp; base of thumb) </p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Hand twisting, forceful gripping, bending hand back or to side</p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Pain on side of wrist, base of thumb, cracking noise</p></li></ul><p></p>
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Tendinitis

Definition

  • Inflammation fo tendons of wrist from strain

Causes

  • Extending hand up and down at wrist

Symptoms

  • Pain in wrist, outer edges of hand

<p><strong>Definition</strong></p><ul><li><p>Inflammation fo tendons of wrist from strain</p></li></ul><p></p><p><strong>Causes</strong></p><ul><li><p>Extending hand up and down at wrist</p></li></ul><p></p><p><strong>Symptoms</strong></p><ul><li><p>Pain in wrist, outer edges of hand</p></li></ul><p></p>
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Foundation building blocks of periodontal instruments

  1. Position

  1. Instrument grasp

  1. Mirror use

  1. Finger rest

  1. Stroke production

  • Instrument moves against tooth surface

  • Activation, adaptation, angulation

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Significance of building blocks for periodontal instruments

  • Precise performance

    • Skill should be mastered and performed w/o hesitation

  • Faulty performance

    • Ineffective calculus removal, discomfort patient, musculoskeletal stress

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Ergonomic don’ts

  • Don’t sacrifice posture to “just get the job done”

  • Accepting uncomfortable position even for short periods is harmful

  • Maintain natural spine curves

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Ergonomic do’s

  • First maintain neutral, balanced body position, THEN fix patient chair, dental equipment and complete work

  • Keep neutral spine position for good posture

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Curves of a healthy spine

3 segments (natural S shape)

  • Cervical

  • Thoracic

  • Lumbar

Cervical and lumbar slight inward curve (Lordosis)

Thoracic has slight outward curve (Kyphosis)

<p><strong>3 segments (natural S shape) </strong></p><ul><li><p>Cervical</p></li><li><p>Thoracic</p></li><li><p>Lumbar </p></li></ul><p></p><p>Cervical and lumbar slight inward curve (<strong>Lordosis</strong>) </p><p>Thoracic has slight outward curve (<strong>Kyphosis</strong>) </p><p></p>
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Neutral neck posture

  • 0 to 20 degrees

  • Avoid: tilting forward/ to one side

<ul><li><p>0 to 20 degrees</p></li><li><p><span style="color: rgb(255, 0, 0);"><strong>Avoid</strong></span>: tilting forward/ to one side</p></li></ul><p></p>
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<p><strong>Neutral back position</strong></p>

Neutral back position

  • Lean forward slightly from hips

  • Trunk flexion 0 to 20 degrees

Avoid: Over flexion of spine (curved back)

<ul><li><p>Lean forward slightly from hips </p></li><li><p>Trunk flexion 0 to 20 degrees</p></li></ul><p><span style="color: rgb(255, 0, 0);"><strong>Avoid</strong></span>: Over flexion of spine (curved back) </p><p></p>
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Neutral torso position

  • Torso in line with long axis of body

Avoid: Leaning torso to one side or twisting torso

<ul><li><p>Torso in line with long axis of body</p></li></ul><p><span style="color: rgb(255, 0, 0);"><strong>Avoid</strong></span>: Leaning torso to one side or twisting torso</p><p></p>
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Neutral shoulder position

  • Shoulder in horizontal line

  • Weight evenly balanced when seated

Avoid

  • Lifting shoulders up towards ears

  • Shoulders hunched forward

  • Sitting with weight on one hip

<ul><li><p>Shoulder in horizontal line</p></li><li><p>Weight evenly balanced when seated</p></li></ul><p><span style="color: rgb(255, 0, 0);"><strong>Avoid</strong></span></p><ul><li><p>Lifting shoulders up towards ears</p></li><li><p>Shoulders hunched forward</p></li><li><p>Sitting with weight on one hip</p></li></ul><p></p>
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Neutral upper arm position

  • Upper arm parallel to axis of torso

  • Elbows at wasit level slightly away from body

Avoid

  • Greater than 20 degrees of elbow abduction

  • Elbow above waist level

<ul><li><p>Upper arm parallel to axis of torso</p></li><li><p>Elbows at wasit level slightly away from body</p></li></ul><p><span style="color: rgb(255, 0, 0);"><strong>Avoid</strong></span></p><ul><li><p>Greater than 20 degrees of elbow abduction</p></li><li><p>Elbow above waist level</p></li></ul><p></p>
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Neutral forearm position

  • Parallel to floor

  • Raised or lower by pivoting at elbow joint

  • 90 degrees IDEAL

Avoid

  • Forearm and upper arm <60 degrees

<ul><li><p>Parallel to floor</p></li><li><p>Raised or lower by pivoting at elbow joint</p></li><li><p>90 degrees IDEAL</p></li></ul><p><span style="color: rgb(249, 0, 0);"><strong>Avoid</strong></span></p><ul><li><p>Forearm and upper arm &lt;60 degrees</p></li></ul><p></p>
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Neutral hand position

  • Pinky side palm slightly lower than thumb side

  • Wrist aligns with forearm

Avoid

  • Parallel hands

  • Wrist bent up or down

<ul><li><p>Pinky side palm slightly lower than thumb side</p></li><li><p>Wrist aligns with forearm</p></li></ul><p>Avoid</p><ul><li><p>Parallel hands</p></li><li><p>Wrist bent up or down</p></li></ul><p></p>
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<p><strong>How to sit properly</strong></p>

How to sit properly

  • Step 1

    • Sit with buttocks fully back in chair

    • Distribute weight on hips evenly

  • Step 2

    • Feet flat on floor

    • Feet shoulder width apart, slightly in front of hips

    • Maintain wide base of support

Avoid: Dangling feet/ crossing knees/ ankles

  • Step 3

    • Seat tilt — back of seat slightly higher than front

    • Hips slightly higher than knees (helps maintain lumbar curve)

Avoid: Excessive tilt

  • Step 4

    • Adjust backrest to support lumbar

  • Step 5

    • Adjust backrest up or down to support lumbar

  • Step 6

    • Raise tailbone slightly

    • Maintain natural spine curves

    • Pelvis position affects spine alignment

  • Step 7

    • Pull stomach muscles toward spine

  • Step 8

    • Relax shoulders

    • Adjust armrest to help shoulders

  • Step 9

    • Position arms parallel to torso axis

<ul><li><p><strong>Step 1</strong></p><ul><li><p>Sit with buttocks fully back in chair</p></li><li><p>Distribute weight on hips evenly</p></li></ul></li><li><p><strong>Step 2</strong></p><ul><li><p>Feet flat on floor</p></li><li><p>Feet shoulder width apart, slightly in front of hips</p></li><li><p>Maintain wide base of support</p></li></ul></li></ul><p><strong>Avoid: </strong>Dangling feet/ crossing knees/ ankles</p><ul><li><p><strong>Step 3</strong></p><ul><li><p>Seat tilt — back of seat slightly higher than front</p></li><li><p>Hips slightly higher than knees (helps maintain lumbar curve)</p></li></ul></li></ul><p><strong>Avoid</strong>: Excessive tilt</p><ul><li><p><strong>Step 4</strong></p><ul><li><p>Adjust backrest to support lumbar</p></li></ul></li><li><p><strong>Step 5</strong></p><ul><li><p>Adjust backrest up or down to support lumbar</p></li></ul></li><li><p><strong>Step 6</strong></p><ul><li><p>Raise tailbone slightly</p></li><li><p>Maintain natural spine curves</p></li><li><p>Pelvis position affects spine alignment</p></li></ul></li><li><p><strong>Step 7</strong></p><ul><li><p>Pull stomach muscles toward spine</p></li></ul></li><li><p><strong>Step 8</strong></p><ul><li><p>Relax shoulders</p></li><li><p>Adjust armrest to help shoulders</p></li></ul></li><li><p><strong>Step 9</strong></p><ul><li><p>Position arms parallel to torso axis</p></li></ul></li></ul><p></p>
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Patient position for maxillary arch

  • Body: Feet slightly higher than nose

  • Chair/ back: Chair parallel to floor

  • Head & Headrest: Head align with headrest in chin up position

<ul><li><p><strong>Body: </strong>Feet slightly higher than nose</p></li><li><p><strong>Chair/ back</strong>: Chair parallel to floor</p></li><li><p><strong>Head &amp; Headrest: </strong>Head align with headrest in chin up position</p></li></ul><p></p>
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Patient position mandibular arch

  • Body: Feet slightly higher than nose

  • Chair/ Back: Chair raised slightly above parallel position (15—20 degrees from horizontal)

  • Head: Patient’s top of head aligned with upper ede of head rest

  • Headrest: Patient’s head is chin down position, chin lower than nose

<ul><li><p><strong>Body</strong>: Feet slightly higher than nose</p></li><li><p><strong>Chair/ Back: </strong>Chair raised slightly above parallel position (15—20 degrees from horizontal) </p></li><li><p><strong>Head</strong>: Patient’s top of head aligned with upper ede of head rest</p></li><li><p><strong>Headrest</strong>: Patient’s head is chin down position, chin lower than nose</p></li></ul><p></p>
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Patient head position

  • Head positioned at upper edge of headrest

  • Allows for better visibility and access

  • Asking child to bend knees to prevent sliding down in chair

<ul><li><p>Head positioned at upper edge of headrest</p></li><li><p>Allows for better visibility and access</p></li><li><p>Asking child to bend knees to prevent sliding down in chair</p></li></ul><p></p>
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Patient head adjustment

You can ask the patient to

  1. Tilt head up or down

  2. Rotate head towards or away

  3. Bend head to side

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Patient head tilt for maxillary arch

  • Angle headrest into patient’s occipital area

  • This is chin up position

<ul><li><p>Angle headrest into patient’s occipital area</p></li><li><p>This is <strong>chin up position</strong></p></li></ul><p></p>
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Patient head tilt for mandibular arch

  • Angle headrest forward and down — chin lower than nose level

  • Occlusal and incisal surfaces should be parallel to floor

  • This is chin down position

<ul><li><p>Angle headrest forward and down — chin lower than nose level</p></li><li><p>Occlusal and incisal surfaces should be parallel to floor </p></li><li><p>This is<strong> chin down position</strong></p></li></ul><p></p>
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Patient head rotation for both arches

  • Patient can rotate head for easier access

  • Away, towards, or straight ahead

<ul><li><p>Patient can rotate head for easier access</p></li><li><p>Away, towards, or straight ahead</p></li></ul><p></p>
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Bending head to the side

  • If non adjustable headrest, ask patient to bend head (towards, then turn

<ul><li><p>If non adjustable headrest, ask patient to bend head (towards, then turn</p></li></ul><p></p>
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Overhead dental light positioning

Madibular arch light position

  • Light perpendiular to floor — directly over oral cavity

  • Patient in chin down position

  • Light is arm’s length

  • Avoid too close to patient’s head

Maxillary arch light position

  • Light directly over or around patient’s neck

  • Patient is in chin up position

  • Light is arm’s length

  • Light beam angled perpendicular to floor or 60—90 degrees to floor

<p><strong>Madibular arch light position</strong></p><ul><li><p>Light perpendiular to floor — directly over oral cavity</p></li><li><p>Patient in chin down position</p></li><li><p>Light is arm’s length</p></li><li><p>Avoid too close to patient’s head </p></li></ul><p></p><p><strong>Maxillary arch light position</strong></p><ul><li><p>Light directly over or around patient’s neck</p></li><li><p>Patient is in chin up position</p></li><li><p>Light is arm’s length</p></li><li><p>Light beam angled perpendicular to floor or 60—90 degrees to floor</p></li></ul><p></p><p></p><p></p>
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Positioning instrument tray

  • Tray in reach of dominant hand

  • Front/side delivery or rear delivery

Avoid

  • Tray too far away, patient oral cavity too high

<ul><li><p>Tray in reach of dominant hand </p></li><li><p>Front/side delivery or rear delivery</p></li></ul><p><span style="color: rgb(249, 0, 0);"><strong>Avoid</strong></span></p><ul><li><p>Tray too far away, patient oral cavity too high</p></li></ul><p></p>
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<p><strong>Patient’s chair position relative to seated clinician</strong></p>

Patient’s chair position relative to seated clinician

  • Neutral position

  • Wide base of support (feet on floor, shoulders width, feet infront of hips)

  • Stool close to patient

  • Stradle headrest

How to determine correct position

  1. Neutral position

  2. Position patient’s chair according to treatment (maxillary: supine / mandibular: semi supine)

  3. Position head for treatment (chin up or chin down)

  4. Mouth below clinician’s elbows, reach treatment without raising elbows)

<ul><li><p>Neutral position</p></li><li><p>Wide base of support (feet on floor, shoulders width, feet infront of hips)</p></li><li><p>Stool close to patient</p></li><li><p>Stradle headrest</p></li></ul><p></p><p><strong>How to determine correct position</strong></p><ol><li><p>Neutral position</p></li><li><p>Position patient’s chair according to treatment (maxillary: supine / mandibular: semi supine)</p></li><li><p>Position head for treatment (chin up or chin down) </p></li><li><p>Mouth below clinician’s elbows, reach treatment without raising elbows) </p></li></ol><p></p>
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<p><strong>Ancillary equipment</strong></p>

Ancillary equipment

  1. Coaxial ilumination

  • Light mounted to headband (dental headlights)

  • Stays parallel to clinician’s line of sight

  • Provides shadow free illumination

Advantages

  • Reduces shadows

  • Improves posture

  • Reduce need to adjust overhead light

  • Increase efficient and time

Potential concerns

  • Some emit blue light

  • Possible eye strain due to glare

  1. Magnification loupes

  • Limited evidence proving ergonomic benefits, doesn’t improve vision skills

  • Magnification may help reduce leaning forward (reduce strain on neck, back, shoulders)

  • Poorly fitted loupes worsen musculoskeletal strain (chronic neck and back pain, eye strain, double vision and headaches)

  • LOUPES ARE CUSTOM FIT

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Magnification loupes

  1. Working distance

  • Distance from eye to teeth

  • Too short = hunch posture to see

  1. Angle of declination

  • Angle between loupe and clinician’s line of sight

    • Angle too small —> head tilts forward to see

    • Angle to large —> head tilts backwards to see

  1. Depth of field

  • Range where image stays in focus

    • Adequate depth — Head movement while maintaining visibility

    • Poor depth — Awkward head position to maintain visibility

  1. Sizes and weight of spectacle frame

  • Size

    • Large/ lower glasses frame improves telescope placement

    • Better telescope placement improves declination angle

  • Weight

    • Frame needs to be lightweight and comfortable

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Declination angle

  • Angle between loupe and clinician’s line of sight

<ul><li><p>Angle between loupe and clinician’s line of sight</p></li></ul><p></p>
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Limitations with magnification

Field of vision

  • Total visible area through loupes

  • Ex: 2.0x / 2.5x / 2.6x

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Blind zone with magnification

Blind zone

  • Area between magnified center vision and unmagnified peripheral vision

  • Most difficult when instrument is in or out of magnified view

  • Possilbe injury to patient or clinician

Prevention

  • Use lowest magnification

  • Move loupes aside until stable fulcrum established

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Loupes in preclinical setting

Student must see

  • Patient’s head

  • Clinician’s arms/ hands/ fingers

  • Oral cavity

  • Patient positioning

  • Mirror use

  • Finger rests

Limited field of vision

Loupes are given if the student has mastered the fundamental skills of patient positioning, clock positions, mirror use, finger rests

<p>Student must see</p><ul><li><p>Patient’s head</p></li><li><p>Clinician’s arms/ hands/ fingers</p></li><li><p>Oral cavity</p></li><li><p>Patient positioning</p></li><li><p>Mirror use</p></li><li><p>Finger rests</p></li></ul><p></p><p><strong>Limited field of vision</strong></p><p>Loupes are given if the student has mastered the fundamental skills of patient positioning, clock positions, mirror use, finger rests</p><p></p>