checklist for a dental office that allows for items to be checked off
Pre-Appointment Preparation
During the Appointment
- Use a standardized form or software for notes.
- Include patient’s medical history updates.
- Note specific concerns raised by the patient.
- Record any allergies or sensitivities.
- Sign and date all notes for accountability.
- Confirm the need for imaging with the dentist.
- Position the patient correctly for optimal radiograph quality.
- Follow safety protocols regarding radiation exposure.
- Upload images to the patient’s electronic record.
- Label images with date and type of radiograph.
- List each procedure in chronological order.
- Include materials used and any medications administered.
- Note time taken for each procedure.
- Record patient’s response to treatment.
- Ensure all documentation complies with legal standards.
- Select the appropriate impression material for the case.
- Prepare the patient for the impression or scan.
- Ensure accuracy by double-checking the fit and coverage.
- Label impressions/scans with patient information.
- Send them to the lab promptly for processing.
- Use a shade guide under natural light.
- Confirm shade match with the patient’s approval.
- Document shade number in the patient record.
- Communicate the chosen shade to the dental lab.
- Recheck shade before finalizing restorations.
Use in Manifestly