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Dental Implants Comprehensive Checklist

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Dental Implants

A Comprehensive Checklist To Help You Insure The Safe, Successful and Predictable Placement of Dental Implants

The biggest keys to your implant success are

  • Your diagnosis
  • Your Case Selection
  • Your treatment plan.

There are a huge number of diagnostic factors, decisions and considerations in the successful placement of dental implants.

These diagnostic factors, decisions and considerations can be compared to a pilot flying a plane.

A pilot needs to make quick, accurate decisions to safely fly a plane. They use checklists to insure safety and predictability.

Doctors need to make quick, accurate decisions when doing implant surgeries. Doctors use checklists to insure safety and predictably.

I’ve included the exact comprehensive dental implant checklists that we use to insure implant success.

With the use of these checklists you will learn to make great decisions and great diagnoses.

So let's get started.

5 Keys to Dental Implant Success

  1. Case Selection
  2. Diagnosis
  3. Treatment Planning
  4. Informed Consent
  5. Home Care

Case Selection

The most important criteria for dental implant success is your case selection.

Not every patient qualifies for implants.

Some patients you can quickly spot do not qualify for implants. Other patients are more borderline.

You want to spot possible problems or complications before they occur so that you can address them and prevent them.

10 Questions To Ask Before Doing An Implant Evaluation

  1. What are the patient’s medical problems?
  2. Are there medical problems that can prevent proper healing?
  3. What are the patient’s dental problems?
  4. What is the patient’s family dental history?
  5. How is the patient’s home care?
  6. How is the patient’s diet?
  7. What is the patient willing to do?
  8. Are there lifestyle limitations?
  9. How is the patient’s attitude towards dentistry?
  10. Will you enjoy treating your patient and working with them?


The “Implant Diagnostic Checklist” (See Below) is super thorough.

It was designed to cover as much as possible.

As you learn the information in the “Implant Diagnostic Checklist” you may want to shorten it into something like the “Implant Diagnostic Summary” (See Below).

Most people do not use checklists correctly.

Most people make their checklists too long and too complicated.

Your initial checklist SHOULD BE LONG!

It should be super thorough. You want to cover everything.

But then you may want to shorten it.

So think about the most important points and they become your checklist.

It may take several attempts to get a usable checklist.

Most people abandon their checklists because they never shorten them into a usable format.

To really benefit from checklists, check out the book “The Checklist Manifesto” by Dr. Atul Gawande. Dr. Gawande is a surgeon who used checklists to improve his surgical success.

Print out the checklist below and use it when planning your implant cases.

Fairview Park OH Dental Office

Be sure to record your findings and notes in your patient’s chart.

Implant Diagnostic Checklist

1. ___ Photos

2.___ Digital Scans

3.___ Study Models

4.___ Diagnostic Wax Up

5.___ mm How far can the patient open their mouth?

This is super important. Nothing like planning an implant for tooth #18 only to find out the patient can not open wide enough to do your osteotomy.

6.___ mm How much keratinized attached tissue? Measure with perio probe.

Must have at least 2mm of keratinized attached tissue around implants. This is especially important by anterior teeth.

7.___ X-rays: Patient Position - Want occlusal plane parallel to floor.
            a. 3D X-Ray (Cone Beam) / Panoramic X-ray.
                  Patient position effects measurements and implant selection.
            b. Periapical X-rays.
            c. Bitewing X-rays.

8. ___ Check for Dental Pathology
             a. Review panoramic/3D Xray, PA’s and Bitewings
             b. Missing teeth
              c. Bone loss
             d. Radiolucencies

9. ___ 3D (Cone Beam) Radiographic Review

         Be sure to record your findings
            a.___ Check for cysts in maxilla and mandible
            b.___ Look at sinuses
            c.___ Check for asymmetries

         Maxilla Review
             a. ___ Measure from ridge to sinus
             b. ___ Floor of the nose
             c. ___ Greater Palatine neurovascular bundle
             d. ___ Incisive Canal neurovascular bundle - trace nerve

          Mandible Review
             a. ___ Inferior Alveolar neurovascular bundle - trace nerve
             b. ___ Mental Nerve - trace nerve
             c. ___ Submandibular Fossa
             e. ___ Lingual artery and nerve - trace nerve
             f. ___ Lingual artery and nerve on linguals of lower central incisors

          Coronal View
             a. ___ Review for cysts in sinus
             b. ___ Check TMJ

            Note: Do not use the coronal view to measure the bucco-lingual thickness of the ridge.

          Sagittal View
             a.___ evaluate floor of the nose and sinus

          Axial View - Helpful for determining implant platform size
             a.___ Measure bucco-lingual width of ridge
             b.___ Measure spacing from adjacent teeth and implants
             c.___ Check Nasopalatine Canal - Trace

              Tangential View
                 a.___ Trace Nerve
                    1. ___ Trace mandibular canal
                    2. ___ Trace mental foramen
                    3. ___ Trace incisive canal for upper implant

                 b. ___ Measure mesio-distal width for planned implant
                 c. ___ Check topography of ridge
                    1. ___ Does ridge need to be flattened?

              Cross Sectional View
                 a. ___ Measure bucco-lingual width of ridge
                 b. ___ Measure distance to nerve
                 c. ___ Measure distance to sinus
                 d. ___ Nasopalatine Canal - Trace
                 e.___ For Mandible - Check submandibular fossa
                 f. ___ Check exit of Mental Nerve and position of foramen

               Volumetric Mode With Contours
                 a. ___ Alter radio density
                 b. ___ Evaluate soft tissue
                 c. ___ Evaluate contours of duplicate denture
                 d. ___ Evaluate sinus lining

               Surface Mode
                 a. ___ Alter radio density
                 b. ___ Check for position of mental foramen
                 c. ___ Check for possible dehiscence
                 d. ___ Check occlusal view of ridge

               Configure Display Mode - For Dentures
                 a. ___ Change radio density
                 b. ___ Display Duplicate Denture.

                      Alter the transparency of the bone (0% transparent) and the soft tissue(100% transparent).

                      Play with the radio density so that you can see the outline of the Duplicate Denture Guide.

                      It is important to see the flange so that you can know where to place the stabilizing pins in the surgical guide.

Implant Selection

       1. ___ Draw nerves
       2. ___ Measure anatomy, distances and clearances
       3. ___ Measure interocclusal distances
       4. ___ Turn on margin of safety (This is a setting on 3D (Cone Beam) X-rays
       5. ___ Digitally design Crown or Denture

               If you have a CEREC machine or something similar design your crown and superimpose it on your 3D X-ray.

               If you are doing an implant retained denture, design your denture before digitally placing your implant. Make a denture guide and superimpose it over your x-ray.

               You want your implant placement to be prosthetically driven.

       6. ___ Select Implant
       7. ___ Keep implants at least 1.5mm from adjacent teeth
       8. ___ Keep implants at least 3mm from adjacent implants.

          ___ Check apical areas of implants. You do not want the apex of implants too close to adjacent implants or too close to teeth for circulation reasons.

                For esthetic reasons, sometimes bridges are better in the anterior region.

                When measuring from the center of an implant, the spacing between anterior teeth are different from premolars.

                When measuring from the center of an implant, the spacing between premolars are different from molars.

       9. ___ Make sure there is at least 2mm of bone on the buccal and lingual of implants
       10. ___ Position anterior implant tops or platforms 3-4 mm from the CEJ (Cemento Enamel Junction) of adjacent teeth but no further apical than 5mm as measured from the base of the adjacent teeth contact points.

               You want both the platform and the height of the implant completely level in the anterior region.

       11. For screw retained crowns:
              ___ For molars center the screw access hole
              ___ For anterior teeth position the screw access hole slightly lingual or palatal of the incisal edges.

        12. ___ 7mm minimum clearance between implant platform and opposing tooth.

        13. ___ Check angulations bucco-lingually and mesial-distally so that it reflects the angulations of the neighboring tooth.

        Superimpose implant on neighboring tooth to get proper angulations.

        14. ___ 2mm of bone buccal- lingually.

        Start with an axial image.
        Check how implant platform will fit buccal-lingually.

        15. ___ 2mm of bone mesial-distally

        16. ___ Check CEJ (Cemento Enamel Junction)

        17. ___ Check angulation of roots

        18. ___ Check angulation of clinical crown

        19. ___ Molars: Make sure the guide sleeve is centered relative to the central groove.

        20. ___ Rotate and adjust implant from both platform side and apex side to maximize the amount of bone.

        21. ___ Tangential Screen - adjust view so you can see implants as well as roots of adjacent teeth. Look at platform position and rough angulations.

        22. ___ Align the center of surgical guide sleeve with a line running to the central groove of the opposing arch.

        23. ___ Cut thru the model and remove the opposing arch. This is done in the 3D view in Volumetric Mode. Look at the guide sleeve relative to adjacent teeth. Fine tune mesial/distal and buccal/lingual positioning.

        24. ___ Check spacing and angulations. Spacing and angulations vary between multiple implants. In molar areas, implants can be more than 3mm apart.

             Remember the Curve of Spee and the Curve of Wilson.

        25. ___ Apex Anterior Implants - Be careful that the apexes are not too close together. If apexes are too close together, circulation may not be adequate.
        Sometimes it is better to use bridges in the anterior region.

        26. ___ Anterior Implants - Want center of implant exactly where crown should emerge. Check for symmetry. This can affect esthetics.

        27. ___ Anterior Implants - Want both platform and bone completely level

Surgical Guides

Check the angle of the guide sleeve relative to the adjacent teeth.

Make sure that your guide sleeve will not hit the gingiva.

Make sure that your guide sleeve will not hit the adjacent.

If the guide sleeve hits the gingiva or adjacent teeth, you will not be able to seat your surgical guide at the time of surgery.

        28. ___ Guide Sleeve and drill paths

              For posterior teeth try to center guide sleeve in edentulous space and line up with adjacent teeth. Make sure guide sleeve is not touching adjacent tooth or too close to the adjacent guide sleeve.

              Allow at least 1mm on either side of the guide sleeve for acrylic.

              Sometimes if you lack space for a guide sleeve, you can plan the surgical guide for a smaller implant. Then remove the surgical guide and use the last drill non guided. Place the correct size implant free handed. This may occur when the teeth are close together.

        29. ___ Line up guide sleeve with central grooves and center buccal/lingually. Look at the guide sleeve in 3D.

        30.1 ___ View guide sleeve relative to contacts of adjacent teeth.

        31. ___ Make sure the implant drill will not hit adjacent teeth.

Drill Path

        32. ___ Turn on drill path in software

        33. ___ Check where the drill path hits the opposing tooth. Check where cusps, fossae and marginal ridges go.

        34. ___ Software - Turn on and show Margin of Safety

        35. ___ Software - Turn on Guide Sleeve

        36. ___ Spotware - Turn on Pilot Drill Path

        37. ___ Software - Turn on Final Drill Path

        38. ___ Software - Turn on Crown Proposal

        39. ___ Anterior Esthetics - Drill path very important in anterior esthetics. Rotate apex and get it where you want it.

        40. ___ Anterior Esthetics - Rotate platform until implant emerges where you want it.

        41. ___ Tangential View - Look at position of sleeve relative to neighboring teeth. Possibly lean implant to decrease cantilever

        42. ___ Make sure guide sleeves do not overlap. Look at the 3D view occlusally.

Print out the checklist below and use it when planning your implants.

Fairview Park OH Dental Office

Implant Diagnostic Summary

  ___ mm Inter-Occlusal Opening

  Tooth # ________
              ______ Bone Graft
               ______ Sinus Lift
               ______ mm Amount of Keratinized Tissue. Must have 2mm.
               ______ Attached Tissue Graft
               ______ Ridge Flattening (Height and Contour of Bone & Teeth
               ______ Implant Name
               ______ Length of Implant
               ______ Diameter of Implant
               ______ Mesial/Distal Tilt
               ______ Buccal/Lingual Tilt

  Tooth # ________
              ______ Bone Graft
               ______ Sinus Lift
               ______ mm Amount of Keratinized Tissue. Must have 2mm.

               ______ Attached Tissue Graft                ______ Ridge Flattening (Height and Contour of Bone & Teeth
               ______ Implant Name
               ______ Length of Implant
               ______ Diameter of Implant
               ______ Mesial/Distal Tilt
               ______ Buccal/Lingual Tilt

  Tooth # ________
               ______ Bone Graft
              ______ Sinus Lift
               ______ mm Amount of Keratinized Tissue. Must have 2mm.
               ______ Attached Tissue Graft
               ______ Ridge Flattening (Height and Contour of Bone & Teeth
               ______ Implant Name
               ______ Length of Implant
               ______ Diameter of Implant
               ______ Mesial/Distal Tilt
               ______ Buccal/Lingual Tilt

Treatment Planning

I believe it is our job as Doctors to tell patients what we find and not what they need.

I believe it is our job to make a thorough and accurate diagnosis.

We can then discuss the treatment options with our patients to see what best fits their needs.

Entire books are written about Treatment Planning and Diagnosis.

Treatment Planning will always be changing.

The bottom line: Be accurate and thorough in your diagnoses and you will develop outstanding treatment plans.

Informed Consent

Rejection of Implants & Failed Implants

Patients need to be given an understandable informed consent.

With outstanding case selection and by carefully following the 5 Keys To Dental Implant Success, dental implants can have “success rates” approaching 98% to 99%.

A 90% - 98% success rate is generally considered the “average success rate” for all dental implants.

When explaining “success rates” to patients an easy way to communicate what the success rate means is by saying the following:

“If you have 10 implants placed in your mouth with a success rate of 90%, then 9 out of 10 implants will heal and function properly. Your body may reject 1 implant”.

If you choose to discuss a 98% “success rate” then you can say:

“If I place 100 implants, 98 of them will most likely heal and function properly. 2 out of the 100 may be rejected.”

Patients, Doctors and Support Staff often mistakenly use the word failure as opposed to rejection.

Rejection and failure are not the same thing.

Failed Implant

A failed implant is a problem with the actual implant as opposed to a healing problem or rejection problem.

A failed implant could be a split or cracked implant.

A failed implant could have stripped threading that attaches the implant to the abutment.

There are more ways an implant can fail.

Fortunately implant failure very rarely occurs.

Rejected Implant

People often say “an implant failed” when what they really mean is that the “implant was rejected”.

Rejection of a dental implant is similar to rejection in other parts of the body.

By analogy and for better understanding … A Surgeon can do a hip replacement.

The Surgeon can do everything correctly. Even though the Surgeon does everything correctly, the patient’s body can reject the hip.

A similar analogy could involve a dental implant.

A Dentist can place a dental implant.

The Dentist can do everything correctly. The patient’s body could reject the dental implant.

The Dentist can not control the patient’s ability to heal. Nor can the Dentist control bone density or how fast bone grows around an implant.

If a dental implant is rejected, it can often be replaced.

A good informed consent discusses “Implant Rejection and Implant Failure”. It becomes part of your diagnosis.

By discussing and documenting possible problems before treatment, it becomes part of your diagnosis. Discussing problems after treatment is often looked upon as excuses.

Don’t try to gloss over possible complications. Don’t shove an informed consent in front of a patient and say “look this over and please sign this”. I know you’re anxious to get started.

Take the time to discuss things so that your patient really comprehends and understands your informed consent.

I would rather have difficult conversations up front before treatment rather than after treatment. Patients become too emotional.

And when an undesired result occurs, and it will … a well informed patient is better able to understand and handle the situation.

Patients also need to be financially informed as to how things will be handled if an implant is rejected or fails.

You want to work with patients who like you and trust you.

Good Informed Consent = Less Stress.

Less Stress = Happier Patients and Happier Staff!!!

Home Care

We have a Phase Contrast - Live Cell Analysis Microscope at our office.

We take saliva and plaque samples from our patients mouths. We can see in real time “Bacterial Messes”.

Based upon our clinical research … it is super important for implant patients to use a “WaterPik” or some kind of irrigation device.

Patients need to be instructed to angle their irrigation device into the gum and around their implants.

Patients think they are just trying to get food particles out of their mouth. While this is true, they need to be told the reason to use an irrigation device is to lower the bacterial level in their mouth which will help their implants.

The best time to use an irrigation device is before a person goes to sleep at night.


1. Invest time upfront for an accurate and thorough diagnosis and treatment plan.

2. Proper planning saves a tremendous amount of time during treatment and it saves the time of having to fix things after treatment.

3. Use checklists to ensure superior results.

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