DENTAL DENTAL HYGIENIST WORKFLOW CHECKLIST 2026: PROPHY & PERIODONTAL CARE

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--- PRE-APPOINTMENT PREPARATION ---
[ ] Sterilization Status Verification
[ ] Required Operatory Setup (Hand instruments (Scalers/Periodontal probes), High-speed/Low-speed handpieces, Ultrasonic scaler tips, Polishing discs/cups, PPE (Gloves, Masks, Eyewear))
[ ] Preparation Completion Date
[ ] Patient Chart Review Notes
[ ] Hygienist Verification

--- PATIENT GREETING & MEDICAL HISTORY REVIEW ---
[ ] Date of Visit
[ ] Patient Full Name
[ ] Patient Identity Verified (Yes, No)
[ ] Changes in Medical History (New Medications, Allergies, Recent Surgeries, Chronic Conditions, None/No Changes)
[ ] Notes on Medical History Updates
[ ] Hygienist Acknowledgment

--- CLINICAL ASSESSMENT & PERIODONTAL PROBING ---
[ ] Date of Examination
[ ] Highest Pocket Depth (mm)
[ ] Clinical Findings (Gingival Inflammation, Bleeding on Probing (BOP), Recession, Calculus Detected, Furcation Involvement)
[ ] Detailed Periodontal Observations
[ ] Hygienist Verification

--- DENTAL RADIOGRAPH ACQUISITION ---
[ ] Radiograph Types Performed (Bitewing, Periapical, Panoramic, Cephalometric, CBCT)
[ ] Radiograph Findings/Observations
[ ] Date of Imaging
[ ] Radiation Safety Compliance Check (Lead Apron/Thyroid Collar Used, Collimation Verified, ALARA Protocol Followed)
[ ] Upload Digital X-Ray Images
[ ] Hygienist Verification

--- PROPHYLAXIS & SCALING PROCEDURE ---
[ ] Scaling Areas Completed (Maxillary Anterior, Maxillary Posterior, Mandibular Anterior, Mandibular Posterior)
[ ] Instrument Type Used (Ultrasonic Scaler, Hand Scalers, Sonic Instrument)
[ ] Calculus/Biofilm Findings
[ ] Observations/Notes during Scaling
[ ] Hygienist Verification

--- POLISHING & FLUORIDE APPLICATION ---
[ ] Polishing Agent Used (Prophy Paste - Fine Grit, Prophy Paste - Medium Grit, Prophy Paste - Coarse Grit, Air Polish)
[ ] Fluoride Treatment Type (Fluoride Varnish, Fluoride Gel/Foam, None/Not Required)
[ ] Post-Polishing Observations (No sensitivity noted, Minor tooth sensitivity, Residual staining observed, Bleeding upon completion)
[ ] Notes on Gingival Response
[ ] Hygienist Verification

--- PATIENT EDUCATION & ORAL HYGIENE INSTRUCTION (OHI) ---
[ ] Oral Hygiene Tools Discussed (Manual Toothbrush, Electric/Sonic Toothbrush, Water Flosser, Interdental Brushes, Dental Floss/Tape, Interproximal Mats)
[ ] Specific Techniques Demonstrated (Modified Bass Technique, C-Shape Flossing Method, Tongue Scraping/Cleaning, Mouthwash/Rinse Usage)
[ ] Dietary/Lifestyle Recommendations
[ ] Patient Specific Concerns or Questions
[ ] Patient Understanding Level (Excellent, Satisfactory, Needs Reinforcement)
[ ] Hygienist Verification

--- CLINICAL DOCUMENTATION & CHARTING COMPLETION ---
[ ] Date of Procedure
[ ] Periodontal Status (Healthy, Gingivitis, Periodontitis, Maintenance)
[ ] Areas Treated (Maxillary Anterior, Maxillary Posterior, Mandibular Anterior, Mandibular Posterior)
[ ] Clinical Findings & Observations
[ ] Hygienist Digital Signature

--- POST-TREATMENT INSTRUCTIONS & SCHEDULING ---
[ ] Post-Operative Instructions Provided (Pain Management Instructions, Dietary Restrictions, Oral Hygiene Modifications, Warning Signs/Emergency Contact Info)
[ ] Next Appointment Date
[ ] Next Appointment Time
[ ] Follow-up Instructions Summary
[ ] Referral Required? (No, Yes - Specialist, Yes - General Dentist)
[ ] Hygienist Verification

--- OPERATORY TURNOVER & STERILIZATION ---
[ ] Surface Disinfection Completed (Dental Chair & Headrest, Tray Tables & Light Handles, Bracket Tray & Instrument Holders, Countertops & Sink Area, Patient Carp/Stool)
[ ] Sterilization Indicator Status (Internal Sterilization Tape: Passed, Internal Sterilization Tape: Failed, Biological Indicator (Spore Test): Valid)
[ ] Disinfectant Lot Number
[ ] Turnover Completion Date
[ ] Hygienist Verification

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