One essential characteristic of modern life is that we all

depend on systemson assemblages of people or

technologies or bothand among our most profound
difficulties is making them work.
Atul Gawande, The Checklist Manifesto: How to Get
Things Right

COSMETIC CHECKLIST FOR THE ENTIRE DENTAL TEAM

Dr Andrea Shepperson
Every aesthetic case has a timeline into which we add predictability and assurance. Please use this
checklist for your team feel free to add to it according to your protocol and preferences. Distribute it to
your staff to help them understand the organization and service delivery to which we strive in meeting the
expectations of our patients and ourselves. Use all the diagnostic tools available to you photography,
video, metrics, Digital Smile Design, indexes, wax-ups and above all communicate your creativity,
enthusiasm and understanding to your patients, staff and lab partners. Finally have fun and learn from
every case.
Copyright Shepperson Dental Ltd 2015

Dr Andrea Shepperson

COSMETIC TEAM CHECKLIST

STEP 1: COSMETIC CONSULT
FRONT DESK

DENTIST

DSA

BEFORE PT ARRIVES

BEFORE PT ARRIVES

BEFORE PT ARRIVES

NP Form completed
Emailed Appt Time
Location explained
Office tidy

PT HERE
Office tour
Refreshments
Parking checked
Pt timeframe checked

END OF APPT
NP Exam appt set up
Complete data entry
Offer products
Answer questions
Receive payment

Copyright Shepperson Dental Ltd 2015

Received NP form read prior

Phoned pt prior
Briefed DSA re special items

PT HERE
Patient needs assessed
Similar cases shown
Options presented
DSD explained

END OF APPT
Invoice pt
Make notes

PT HERE
Special items prepared

END OF APPT
Answer questions
NP Exam appt set up

LAB

COSMETIC TEAM CHECKLIST

STEP 2: NP EXAM
FRONT DESK

DENTIST

DSA

BEFORE PT ARRIVES
NP Form given to DSA
Emailed Appt Time
Appt confirmed
TP folder ready with all inserts
Staff cover arranged for TP
consult

BEFORE PT ARRIVES
Received NP form prior

BEFORE PT ARRIVES
Panex/CBCT ready
BWs/P/As ready
Camera ready
Retractors/Mirrors
Velscope/DiagnoCam/CariTest
NP Form ready for charting

PT HERE
Refreshments
Front desk ready for case
presentation

PT HERE
NP exam streamlined
Photos downloaded
Front desk briefed re case
presentation
TP set up with clear time lines

PT HERE
Charting complete
Digital data filed/uploaded
File data updated

END OF APPT
Next appt set up
Answer questions
Receive payment

END OF APPT
Invoice pt
Make notes

END OF APPT
Answer questions
Design appt set up

Copyright Shepperson Dental Ltd 2015

LAB

COSMETIC TEAM CHECKLIST

FRONT DESK

DENTIST

BEFORE PT ARRIVES
Future appts scheduled with
appropriate intervals

BEFORE PT ARRIVES

STEP 3: SMILE DESIGN

DSA

PT HERE

END OF APPT
Offer products
Answer questions
Receive payment
Schedule a meeting with
dentist & lab

PT HERE
Review pt desires
Further explain tx if needed
Take additional photos
Video interview of desires &
function
END OF APPT
Invoice pt
Finalise fees
Make notes
Complete lab form on receipt of
mounted models
Finalise DSD

Copyright Shepperson Dental Ltd 2015

LAB

BEFORE PT ARRIVES
Facebow
Impression trays
Impression material PVS or
Alginate
Bite Reg
Lab form ready
Photos uploaded to DSD
folder
Video/lighting set up
PT HERE
Optragate
Scan arch if digital

END OF APPT
Arrange for models to be
poured in duplicate
Mount models
Return models to dentist for
case write up
Deliver case to lab
Write details in Lab log
Ensure finish date clear
Forward records to DSD
Online if contracting DSD out of
office.

Wax up to
dentists specs
on lab form &
DSD completed.

COSMETIC TEAM CHECKLIST

STEP 4: TRIAL SMILE or MOCK-UP
FRONT DESK

DENTIST

BEFORE PT ARRIVES

BEFORE PT ARRIVES

BEFORE PT ARRIVES
Get case from lab
Organise mockup
stents/guides
Make overlay putty x 3
Camera/video ready
Alginate ready

PT HERE
Review pt desires
Explain tx if needed

PT HERE
Special items prepared
Prepare lab form
Assist with record taking

END OF APPT
Invoice pt
Revise fees
Make notes
Contract or Letter
Complete lab form if
changes required

END OF APPT
Prepare lab case
Deliver to lab for changes if
needed.
Write details in Lab log
Ensure finish date clear
Confirm finish date with lab

PT HERE

END OF APPT
Offer products
Answer questions
Receive payment
Explain documentation
Contract/Letter

Copyright Shepperson Dental Ltd 2015

DSA

LAB
BEFORE PT ARRIVES
Review case with dentist
Pour duplicate models
Review photos/DSD on
file
Complete wax up
Complete imaging notes
Comments on DSD
Make silicone keys/print
mockup model.

COSMETIC TEAM CHECKLIST

STEP 5: PREP
FRONT DESK
BEFORE PT ARRIVES
Ensure documentation
returned
Schedule sedation if
required
Check sedation escort
organised
Organise refreshments
PT HERE
Receive payment prior
to sedation

END OF APPT
Offer refreshments
Hot towel
Phone escort if sedated
Confirm temp review
appt

DENTIST

DSA

BEFORE PT ARRIVES
Check MH & Rx ABs if
required
Check drugs available

BEFORE PT ARRIVES
Get case from lab
Make overlay putty x 3
Camera
Stump shade guide
Electrosurg or laser ready
Set up for procedure

PT HERE
Administer pre-op pain
relief if needed
Sedation as required
Invoice pt
Explain tx if needed
END OF APPT
Discharge pt to escort
Make notes on DSD
Complete lab form

PT HERE
Prepare lab form

Copyright Shepperson Dental Ltd 2015

END OF APPT
Send instant message to front
desk 5 mins before completion
Prepare lab case
Confirm temporary review date
Ensure finish date clear
Confirm finish date with lab

LAB
BEFORE PT ARRIVES
Complete wax up changes
Return to DSA for putty
guides.

COSMETIC TEAM CHECKLIST

STEP 6: TEMPORARY REVIEW
FRONT DESK

DENTIST

DSA

LAB

BEFORE PT ARRIVES
Organise refreshments

BEFORE PT ARRIVES
Review DSD

BEFORE PT ARRIVES

PT HERE
Discuss final payment
prior to cementation

PT HERE
Adjust shapes & get pt
feedback
Review function
Alginate imp of
temporaries if changes
Review occlusion
New facebow if needed
to correct cants
END OF APPT
Discharge pt to front
desk
Make notes
Complete lab form &
necessary changes
Upload into DSD

BEFORE PT ARRIVES
Get case from lab
Video/Camera ready
Alginate & Facebow ready
Scanner ready
PT HERE
Prepare lab form

END OF APPT
Offer refreshments
Hot towel
Confirm cement appt

Copyright Shepperson Dental Ltd 2015

END OF APPT
Send instant message to front
desk 5 mins before completion
Prepare lab case
Deliver to lab
Upload new photos to pt file
Write details in Lab log
Confirm cement date &
emphasise on lab form
Ensure finish date clear
Confirm finish date with lab

COSMETIC TEAM CHECKLIST

STEP 7: CHECKING LAB CASE
FRONT DESK
BEFORE PT ARRIVES

DENTIST
BEFORE PT ARRIVES
Review DSD
Correlate finished case
with DSD for shapes,
alignment
Check occlusion &
contacts
Review shade
Instructions to lab for
any changes

Copyright Shepperson Dental Ltd 2015

DSA

LAB

BEFORE PT ARRIVES
Get case from lab
Set out for dentist to check
Carbon paper ready

BEFORE PT ARRIVES

Prepare lab case & return for

changes
Deliver to lab
Write details in Lab log
Confirm finish date with lab

Complete changes prior to

cement appt

COSMETIC TEAM CHECKLIST

STEP 8: CEMENT
FRONT DESK

DENTIST

DSA

LAB

BEFORE PT ARRIVES

BEFORE PT ARRIVES

BEFORE PT ARRIVES

BEFORE PT ARRIVES

Ensure documentation
returned
Schedule sedation if
required
Check sedation escort
organised
Organise refreshments

Check MH & administer

ABs
Check drugs available

PT HERE
Receive payment prior
to sedation

PT HERE
Administer pre-op pain
relief
Invoice pt
Explain tx if needed

END OF APPT
Offer refreshments
Hot towel
Phone escort
Confirm temp review
appt

END OF APPT
Discharge pt to escort
Make notes

Copyright Shepperson Dental Ltd 2015

Get case from lab

Restorations in delivery tray or
labelled strip
Etched/silanated all ceramic

PT HERE

END OF APPT
Send instant message to front
desk 5 mins before completion

Complete changes
Return to practice

COSMETIC TEAM CHECKLIST

STEP 9: POST-OP REVIEW
FRONT DESK

DENTIST

DSA

LAB

BEFORE PT ARRIVES

BEFORE PT ARRIVES

BEFORE PT ARRIVES

BEFORE PT ARRIVES

Organise refreshments

Camera/photo kit ready

PT HERE
Receive payment prior
to sedation

PT HERE

PT HERE

Final photos
Occlusal adjustments
Explain model release
forms if required

END OF APPT
Offer refreshments
Hot towel
Scan release forms &
file
Confirm recall appt

END OF APPT
Set recall/next visit
Make notes
Post-op photos to lab
with feedback/notes

Copyright Shepperson Dental Ltd 2015

END OF APPT
Send instant message to front
desk 5 mins before completion