Define the intended use
Distinguish private supervised practice, review with an instructor and public portfolio disclosure. These are different uses and may need different permission from the responsible owner. A colleague’s ability to send a case does not establish that they can authorize every later use.
Prefer supplied training cases whose terms are clear or records explicitly authorized for the planned task. Ask the responsible organization about its applicable information-handling requirements. This guide is a planning checklist, not legal advice or a declaration that a record meets privacy obligations.
Keep a practice permission record
| Question | Record to retain |
|---|---|
| Who controls the record? | Responsible person or organization and the permitted source. |
| What is permitted? | Specific training, reviewer access and disclosure purpose. |
| What may be retained? | Authorized files, output and access period under that arrangement. |
| What may be shown? | Permitted views and any required omission of identifying context. |
| What is your role? | Practice, supervised contribution or other actual involvement. |
Do not paste patient records into a public inquiry form, generic portfolio builder or tool merely because it can accept an upload. Use only the transfer arrangement approved by the responsible teams for the specific task.
Label practice work honestly
Identify a training example as training. State the supported software task and who reviewed it, only where that information can be disclosed. A practice rendering is not evidence that the restoration was manufactured or used clinically.
Illustrative annotation: “Authorized training exercise: record-role identification and revision packaging. Prepared under review; no clinical outcome claimed.” Adapt the description only to facts you can substantiate rather than copying it as a credential.
Check a portfolio separately
Before public disclosure, reconfirm that publication is permitted and that the selected view does not reveal information outside that permission. Cropping an image is not a substitute for resolving the underlying authorization. Seek the responsible organization’s guidance when uncertain.
Build the learning log from permitted task descriptions and feedback. If you cannot publish the actual records, you may still describe your skills honestly without exposing the case or inventing a replacement patient story.
Prepared by Pristine Dental Design · October 6, 2026. Guidance for professional case communication and review. Actual prescriptions, manufacturer requirements and receiving-team approvals govern design and production.