Hands-On Dental Course | Level 4

Plan the Complex Case

When to Use an Orthotic, and Where to Position the Mandible for Complex Cases

Know when a complex case calls for an orthotic, and the exact mandibular position to adjust it to.

Level 4 is where treatment planning takes on complex cases, and where the orthotic becomes a treatment decision rather than a default. Two questions are central: when does a complex case call for an orthotic, and what mandibular position should that orthotic be adjusted to. The answers come from the diagnosis, and the adjustment is how they are executed.

You will treatment-plan complex cases and define the role of Phase 1 orthotic therapy within the larger plan. You will determine the target mandibular position the case requires, the corrected position toward the Optimal Physiologic Position, and verify it with TENS and an accurate bite registration. From there, the level goes into the occlusal adjustment in depth: the contacts on the orthotic, their timing and force read with TScan, the guidance, and the interferences that must be removed. Choosing to use an orthotic, and knowing the position to build it to, is what separates orthotic therapy that resolves a complex case from an appliance that sits in the mouth without correcting anything.

Learning objectives

Upon completion, participants will be able to:

  • Treatment-plan a complex case and define the role of Phase 1 orthotic therapy within the larger plan.

  • Determine when an orthotic is indicated for a complex case, and when another route is appropriate.

  • Establish the target mandibular position the case requires, and verify it using TENS and an accurate bite registration.

  • Deliver the orthotic and establish even, simultaneous bilateral contacts in Optimal Physiologic Position.

  • Read occlusal contacts, lateral and balancing interferences on the orthotic for location, timing, and force, and correct them.

  • Use TScan to analyze the timing and distribution of occlusal force and fine-tune the adjustment.

  • Build the guidance the case requires so that the occlusion no longer drives muscle activity, and the musculature is permitted to relax, lengthen, heal, and stabilize.

  • Adjust the orthotic so that it reliably reproduces the target mandibular position.

Course details

Location: Smiles by Bis
710 Dorval Dr #220, Oakville, ON L6K 3V7

Date: To be announced

CE Credits: 14

Dentist tuition: $4,995 CAD

Hygienist or assistant: $980

Format: Two-day, in-person course

Event Cancellation Policy

Course content

Hands-on practical exercises

  • Complex-case treatment-planning workshop

  • Orthotic indication decision exercise

  • Determining the target mandibular position with TENS and bite registration

  • Orthotic design workflow (for doctors printing appliances in office) and laboratory communication tips (for doctors using an outside lab)

  • Orthotic delivery and establishing even bilateral contacts

  • Reading and correcting occlusal contacts by location, timing, and force

  • TScan analysis and force balancing on the orthotic

  • Building guidance and removing occlusal interferences

  • Adjusting the orthotic to reproduce the target position

Your Monday-morning toolkit

Every level ends with a single-page tool you can apply the next working day. It is not a course summary. It is an instrument, built for chairside use by you and your team.

Level 4 - The Target-Position Adjustment Protocol.

A one-page instrument that confirms the orthotic is indicated for the case, records the target mandibular position and how it was verified, and sets out the adjustment sequence to reach it: contacts by location, timing, and force, the TScan targets, the guidance, and the interferences to remove. It ends at the point the orthotic reproduces the target position.

Dental course for dentists and dental team

Bringing a team member

The adjustment appointment requires setup: TENS, bite registration materials, TScan capture, and the records that document the position. It also requires patient preparation. The appointment runs on what the patient does in the chair, and a patient who arrives without instruction slows it down. This module teaches the communication that prepares them: what happens during the appointment, what is asked of them while it is underway, and how their participation determines the quality of the adjustment.

A team member trained here prepares and runs those steps, so your chair time is spent on the clinical judgment, the position and the adjustment, rather than on the logistics around them.

The economics of complex-case treatment

Level 4 is where the difficult case is either planned, treated, and kept, or referred out. The decisions in this level determine which. Three drivers follow from the material.

Complex cases treated, not referred away. The ability to plan and execute the difficult case keeps it in your practice. Each complex case referred out is production lost, and a patient relationship, handed to someone else.

The orthotic used when it is indicated, not by default. An orthotic placed in a case that did not need one, or adjusted to the wrong position, is time and money spent without a result. Choosing it deliberately, and building it to the correct position, is what makes Phase 1 orthotic therapy effective and productive. 

Phase 1 done right carries the case to Phase 2. The finalization work follows Phase 1. When the position is correct and the case responds, it proceeds to Phase 2 — the larger case. When it is not, the patient stalls and that case is lost.

Ready to put the diagnosis into action?

Level 4 takes the complex case from treatment planning into Phase 1 therapy. Learn when an orthotic is indicated, how to establish the target mandibular position, and how to adjust the appliance so the case moves toward the intended position.

New to the Hands-On Series? Start with Level 1 to build the diagnostic foundation first.

Bridge to Level 5

Level 4 establishes the corrected position and the plan for the complex case. Level 5 follows the case beyond that point: how the patient changes over time after orthotic therapy, and Phase 2, the finalization that makes the corrected position permanent, through orthodontics, restorative and prosthodontic treatment, equilibration, or surgical referral.

Have a question before registering?

Not sure which level is right for you, what to expect, or whether you should bring a team member? Send us your question and our team will get back to you.

Dr. Agatha Bis has over 28 years of clinical experience with a special focus on TMJ & TMD management.

About the instructor

Dr. Agatha Bis has spent nearly 30 years treating complex cases in private practice with a clinical focus on TMJ disorders, occlusion, restorative dentistry, and the systems that make treatment more predictable. She is also the founder of TMJ Whisperer Academy, an educational platform built for dentists who want to understand cases more clearly, diagnose with more confidence, and practice with more control.

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Hands-On Dental Course | Level 3