Dentsply Sirona
Step-by-step implementation guide — pre-implementation checklist, onboarding, staff training, go-live runbook, and ROI tracking.
Dentsply Sirona — Implementation Playbook (DSO)
Dentsply Sirona 3D Printing & Digital Workflow Implementation Playbook
A Strategic Guide for DSO Operations Leaders
1. Executive Summary
What This Tool Does
Dentsply Sirona's 3D Printing & Digital Workflow ecosystem integrates intraoral scanning (Primescan), CAD/CAM design software (CEREC), and 3D printing capabilities (Primeprint) to enable same-day restorations, surgical guides, dentures, and custom appliances. The platform leverages AI-assisted design algorithms to automate margin detection, occlusal surface generation, and print optimization—transforming multi-appointment analog workflows into streamlined, single-visit digital production.
Why DSOs Benefit from This Category
Scale advantages are substantial: centralized design centers can process cases from multiple locations, standardized protocols ensure consistent clinical outcomes across all sites, and aggregated production data enables meaningful benchmarking. Digital workflows eliminate lab shipping delays and costs, reduce chair time per procedure, and create new same-day service offerings that drive case acceptance. At 15–50 locations, the ROI compounds—a 20% reduction in crown delivery time across 30 practices translates to thousands of recovered chair hours annually.
Expected Timeline: Decision to Full Deployment
- Pilot Phase (Locations 1–3): Weeks 1–12
- Wave 2 Expansion (Locations 4–12): Weeks 13–24
- Full Deployment (All Locations): Weeks 25–40
- Optimization & Steady State: Weeks 41–52
Total Timeline: 10–12 months for a 30-location DSO; scale linearly for larger portfolios.
2. Pre-Implementation Checklist (Weeks 1–2)
Technical Requirements
Hardware
☐ Intraoral scanner: Primescan or Primescan 2 (one per operatory where digital workflows will run) ☐ Design workstation: Minimum Intel i7 (10th gen+), 32GB RAM, NVIDIA RTX 3060+ GPU, SSD storage ☐ 3D Printer: Primeprint (or Primeprint Solution for higher volume) ☐ Post-processing unit: Primeprint PPU for washing/curing ☐ Milling unit (optional): CEREC Primemill for hybrid workflows ☐ High-resolution monitor: 27"+ 4K display for design work ☐ Dedicated ventilation for print room (resin fumes)
Software
☐ CEREC SW 5.2.x or later (design software) ☐ Primeprint Software 2.x or later ☐ inLab CAD for lab-level design (if operating centralized design center) ☐ Sidexis 4 for imaging integration ☐ Connect Case Center cloud subscription for case routing
Network
☐ Minimum 100 Mbps symmetric bandwidth per location (500 Mbps+ for centralized design operations) ☐ VLAN isolation for clinical devices ☐ Static IP or DHCP reservation for scanners and printers ☐ Firewall rules permitting Dentsply Sirona cloud endpoints
Integrations
☐ PMS integration capability (API or HL7) for patient data sync ☐ Imaging PACS connectivity for CBCT/2D radiograph overlay ☐ Lab management system integration (if maintaining external lab relationships)
Vendor Onboarding Steps
| Step | Action | Owner | Timeline |
|---|---|---|---|
| 1 | 🔵 Execute Master Services Agreement and BAA | Legal + Vendor | Day 1–3 |
| 2 | 🔵 Assign dedicated Enterprise Account Manager | Vendor | Day 3 |
| 3 | 🔵 Schedule discovery call with technical implementation team | Operations + Vendor | Day 4–5 |
| 4 | 🔵 Establish support escalation contacts (Tier 1, 2, 3) | Vendor | Day 5 |
| 5 | 🔵 Confirm training resource allocation (Clinical Application Specialists) | Vendor | Day 5–7 |
| 6 | Designate internal project lead and executive sponsor | DSO Leadership | Day 1–3 |
| 7 | Create shared project tracker (Monday.com, Smartsheet, etc.) | Project Lead | Day 5 |
Key Vendor Contacts to Establish
- Enterprise Account Manager (commercial relationship)
- Regional Clinical Application Specialist (training)
- Technical Support Manager (escalation)
- Connect Case Center Administrator (cloud platform)
Data/Access Prerequisites
☐ Active Connect Case Center enterprise account with admin credentials ☐ SSO configuration tokens (SAML 2.0 or OAuth) ☐ API keys for PMS integration (request from PMS vendor) ☐ Historical imaging archive access (for case planning calibration) ☐ Provider credentialing list (NPI, state licenses) for system user setup ☐ Location-level administrator accounts (minimum 2 per site)
Enterprise-Level Requirements
Network Standards Across Locations
☐ ⚠️ Audit all locations for bandwidth compliance (100 Mbps minimum) ☐ Document firewall configurations—create standardized rule template ☐ Verify VPN connectivity for centralized design center access (if applicable) ☐ Test latency to Dentsply Sirona cloud endpoints (<100ms acceptable)
Centralized vs. Location-Level Hosting Decision 🟣
| Component | Recommendation | Rationale |
|---|---|---|
| Connect Case Center | Centralized (cloud) | Single source of truth for all cases |
| Design Software Licenses | Location-level | Requires local GPU processing |
| 3D Printer Queue Management | Hybrid | Local queues with central visibility |
| Reporting/Analytics | Centralized | Enables cross-location benchmarking |
Single Sign-On (SSO)
☐ 🔵 Confirm Dentsply Sirona supports your identity provider (Azure AD, Okta, etc.) ☐ Configure SSO in test environment before production rollout ☐ Define role-based access control (RBAC) schema
Centralized Credentialing
☐ Create master provider roster with NPI, licenses, and system roles ☐ Establish credentialing workflow for new provider onboarding ☐ Define access termination protocol for departing staff
Stakeholder Alignment Map
| Stakeholder Level | Who | What They Need to Know | When | Approval Required? |
|---|---|---|---|---|
| Board/Investors | Board members | Strategic rationale, CapEx, expected ROI | Pre-decision | 🟣 Yes (CapEx approval) |
| C-Suite | CEO, CFO, CDO, VP Ops | Full business case, timeline, resource requirements | Week 1 | 🟣 Yes (project charter) |
| Regional Managers | Regional Directors | Wave schedule, location selection criteria, their role in rollout | Week 2 | Informed |
| Office Managers | Location-level OMs | Go-live timeline, training expectations, workflow changes | Week 3+ (per wave) | Informed |
| Providers | Dentists, Specialists | Clinical workflow changes, training schedule, benefits | Week 3+ (per wave) | Buy-in critical |
| IT | Central IT team | Technical requirements, security review, support model | Week 1 | Yes (technical approval) |
Baseline Metrics to Capture
⚠️ Critical: Establish standardized measurement methodology across all locations BEFORE any implementation begins.
Clinical Metrics
☐ Average crown/bridge delivery time (days from prep to seat) ☐ Lab case volume by procedure type (crowns, partials, surgical guides, etc.) ☐ Remake/adjustment rate (%) ☐ Chair time per restoration procedure (minutes)
Operational Metrics
☐ Lab fees per month per location ☐ Lab shipping costs per month ☐ Case acceptance rate for restorative procedures (%) ☐ Patient wait time for restorative treatment (days from diagnosis to completion)
Financial Metrics
☐ Revenue per restorative procedure ☐ Profit margin per crown (current lab model vs. projected in-house) ☐ Production per provider per day
Patient Experience Metrics
☐ NPS or patient satisfaction scores (segment by restorative patients if possible) ☐ Same-day treatment completion rate
Standardization Protocol
- Create centralized data collection template (Excel or BI tool)
- Assign metric collection responsibility to each Office Manager
- Collect 90 days of baseline data before Wave 1 go-live
- Validate data quality before locking baseline
3. Location Readiness Assessment
Scoring Framework
Rate each location on the following factors using a 1–5 scale:
Factor 1: IT Infrastructure Maturity (Weight: 25%)
| Score | Criteria |
|---|---|
| 5 | Fiber internet (500+ Mbps), hardware <2 years old, modern PMS version, dedicated IT support |
| 4 | 100+ Mbps, hardware <3 years old, current PMS version |
| 3 | 50–100 Mbps, hardware <5 years old, PMS within 2 versions of current |
| 2 | 25–50 Mbps, aging hardware, outdated PMS requiring upgrade |
| 1 | <25 Mbps, legacy hardware, PMS end-of-life or unsupported |
Factor 2: Staff Tenure & Adaptability (Weight: 20%)
| Score | Criteria |
|---|---|
| 5 | Turnover <10%, staff has adopted 2+ new technologies in past 2 years, tech-forward culture |
| 4 | Turnover 10–15%, 1 successful tech adoption recently, generally positive attitude |
| 3 | Turnover 15–25%, mixed tech adoption history, neutral attitude |
| 2 | Turnover 25–40%, failed tech implementations, resistance to change |
| 1 | Turnover >40%, no tech adoption history, active resistance |
Factor 3: Patient Volume (Weight: 15%)
| Score | Criteria |
|---|---|
| 5 | >2,500 active patients, high restorative case volume (>30 crowns/month) |
| 4 | 1,500–2,500 active patients, 20–30 crowns/month |
| 3 | 1,000–1,500 active patients, 10–20 crowns/month |
| 2 | 500–1,000 active patients, 5–10 crowns/month |
| 1 | <500 active patients, <5 crowns/month |
Factor 4: Tech Stack Compatibility (Weight: 25%)
| Score | Criteria |
|---|---|
| 5 | Already using Dentsply Sirona imaging, certified PMS integration available, modern workstations |
| 4 | Compatible imaging system, PMS integration requires minor configuration |
| 3 | Imaging system requires bridge software, PMS integration is manual but functional |
| 2 | Imaging system partially compatible, significant PMS workarounds needed |
| 1 | Incompatible imaging, PMS has no integration path, major infrastructure investment required |
Factor 5: Local Champion Availability (Weight: 15%)
| Score | Criteria |
|---|---|
| 5 | Tech-forward provider with digital workflow experience, engaged OM, both committed to championing |
| 4 | Either strong provider champion OR strong OM champion, other is supportive |
| 3 | No obvious champion but no detractors, willingness to identify/develop one |
| 2 | Potential champion but significant competing priorities |
| 1 | No viable champion, leadership actively resistant |
Composite Score Calculation
Composite Score = (IT × 0.25) + (Staff × 0.20) + (Volume × 0.15) + (Tech × 0.25) + (Champion × 0.15)
Score Interpretation
| Composite Score | Readiness Tier | Rollout Wave |
|---|---|---|
| 4.0–5.0 | High Readiness | Wave 1 candidate |
| 3.0–3.9 | Moderate Readiness | Wave 2 candidate |
| 2.0–2.9 | Low Readiness | Wave 3 (with remediation) |
| <2.0 | Not Ready | Defer until remediation complete |
Sample Location Scoring Matrix
| Location | IT (5) | Staff (5) | Volume (5) | Tech (5) | Champion (5) | Weighted Score | Wave |
|---|---|---|---|---|---|---|---|
| Cityview | 4 | 4 | 5 | 4 | 5 | 4.25 | 1 |
| Riverside | 5 | 3 | 4 | 5 | 4 | 4.35 | 1 |
| Eastside | 3 | 4 | 3 | 3 | 3 | 3.20 | 2 |
| Suburban | 2 | 3 | 4 | 2 | 3 | 2.65 | 3* |
*Requires IT infrastructure upgrade before go-live
Rollout Sequence Recommendations
- Wave 1: Select 2–3 locations with scores >4.0 that represent your portfolio diversity (mix of high-volume/moderate-volume, urban/suburban, different PMS platforms if applicable)
- Wave 2: Locations scoring 3.0–3.9 after Wave 1 learning is incorporated
- Wave 3: Remaining locations after remediation of any blocking issues
4. Rollout Strategy
Wave Structure Recommendation
| Wave | Locations | Duration | Purpose |
|---|---|---|---|
| Wave 1 (Pilot) | 2–3 locations | Weeks 1–12 | Validate workflow, identify issues, build internal expertise |
| Wave 2 | 5–8 locations | Weeks 13–24 | Scale proven playbook, train internal trainers |
| Wave 3 | 10–15 locations | Weeks 25–36 | Accelerated deployment using refined process |
| Wave 4+ | Remaining | Weeks 37–52 | Final deployment, continuous improvement |
Wave 1 Pilot Selection Criteria
Must-Have Criteria
☐ Composite readiness score ≥4.0 ☐ Committed local champion (both provider and OM preferred) ☐ Stable staffing (no planned turnover in next 90 days) ☐ Representative of broader portfolio (avoid selecting only "unicorn" locations) ☐ Geographic diversity (different regions to test regional support models)
Nice-to-Have Criteria
☐ Existing relationship with Dentsply Sirona (prior scanner or CAD/CAM experience) ☐ High restorative case volume (accelerates learning curve) ☐ Proximity to central operations (facilitates on-site support during pilot)
Avoid for Wave 1
⚠️ Highest-performing locations (failure disrupts revenue leadership) ⚠️ Recently acquired locations (still integrating culturally) ⚠️ Locations with known change resistance ⚠️ Locations undergoing other major initiatives simultaneously
Wave Timeline with Learning Buffers
Wave 1: Weeks 1–12
├── Weeks 1–2: Pre-implementation (checklist above)
├── Weeks 3–4: Installation & configuration
├── Weeks 5–6: Training & parallel run
├── Weeks 7–8: Go-live & stabilization
├── Weeks 9–10: Optimization
└── Weeks 11–12: Learning capture & Wave 2 preparation
[2-week buffer for documentation and refinement]
Wave 2: Weeks 15–26
├── Weeks 15–16: Pre-implementation at 5–8 locations
├── Weeks 17–19: Installation (can run parallel across locations)
├── Weeks 20–22: Training (train-the-trainer model)
├── Weeks 23–24: Staggered go-lives (2–3 locations per week)
└── Weeks 25–26: Stabilization & optimization
[2-week buffer]
Wave 3+: Accelerated cadence
Go/No-Go Criteria Between Waves
Go Criteria (must meet ALL)
☐ ≥80% of planned procedures completed digitally in pilot locations ☐ Staff satisfaction score ≥3.5/5 on pulse survey ☐ No unresolved critical technical issues ☐ Unit economics validated (lab cost savings tracking to projection) ☐ Training materials refined based on pilot feedback ☐ Support model proven (escalation paths functioning)
No-Go Triggers (any ONE pauses expansion)
⚠️ >20% procedure failure rate (print failures, unacceptable quality) ⚠️ Staff attrition attributable to implementation ⚠️ Security or compliance incident ⚠️ Integration failures causing data integrity issues ⚠️ Provider satisfaction <3.0/5 (indicates clinical workflow issues)
Rollback Plan
Rollback Decision Authority 🟣
- Location-level issues: Regional Manager + VP Operations
- Wave-level issues: CDO + VP Operations + CEO briefing
- Enterprise-wide pause: Executive team + Board notification
Rollback Procedures by Severity
Level 1: Single Location Pause
- Revert to traditional lab workflow for new cases
- Complete in-progress digital cases (don't abandon mid-treatment)
- Document failure mode in detail
- Deploy vendor technical support within 48 hours
- Create remediation plan before resuming
Level 2: Wave Pause
- Pause all uncommenced go-lives in current wave
- Allow launched locations to continue if stable
- Conduct root cause analysis (5-Why methodology)
- Revise playbook based on findings
- Executive review before resuming
Level 3: Program Pause (Rare)
- All locations revert to traditional workflows
- Preserve equipment in place (don't de-install)
- Formal vendor escalation to executive level
- 30-day remediation window
- Board briefing on path forward
Rollback Does Not Mean Failure
Frame any rollback as a learning opportunity. Better to pause and fix than force through a broken process.
5. Configuration & Integration (Weeks 2–3)
PMS Integration: Step-by-Step
Dentrix Enterprise Integration
- ☐ 🔵 Request Dentrix Enterprise API documentation from Henry Schein
- ☐ Verify Dentrix version compatibility (G7.4+ required)
- ☐ Install Dentrix-CEREC connector module
- ☐ Configure patient data sync (demographics, chart numbers)
- ☐ Map procedure codes to digital workflow triggers
- ☐ Test patient lookup from CEREC design station
- ☐ ⚠️ Verify treatment plan sync (common failure point—validate codes map correctly)
- ☐ Test appointment scheduling integration
- ☐ Document any manual workarounds required
Estimated Time: 4–6 hours per location (initial); 1–2 hours for subsequent locations using template
Eaglesoft Integration
- ☐ Verify Eaglesoft version (21.x+ required)
- ☐ 🔵 Contact Patterson for integration toolkit access
- ☐ Install Patterson-Dentsply bridge software
- ☐ Configure ODBC connection to Eaglesoft database
- ☐ Test patient data synchronization
- ☐ Configure image export pathway to Sidexis
- ☐ ⚠️ Test procedure posting (Eaglesoft procedure posting can fail silently—verify in ledger)
- ☐ Validate insurance eligibility data passes through
Estimated Time: 6–8 hours per location
Open Dental Integration
- ☐ Verify Open Dental version (22.1+ preferred)
- ☐ Enable API in Open Dental (Setup → Program Links → Enable API)
- ☐ Generate API key with appropriate permissions
- ☐ 🔵 Configure API key in Connect Case Center
- ☐ Test bidirectional patient data sync
- ☐ Map procedure codes to Open Dental fee schedule
- ☐ Test image bridge configuration
- ☐ Validate treatment plan syncing
Estimated Time: 4–5 hours per location (Open Dental typically easiest integration)
Imaging System Integration
Sidexis 4 Integration (Native)
- ☐ Verify Sidexis 4 is installed and current
- ☐ Configure CEREC → Sidexis image pathway
- ☐ Test 2D image overlay on scan data
- ☐ Test CBCT data import for implant planning
- ☐ Configure automatic case association
Estimated Time: 2 hours per location
Non-Dentsply Imaging Systems
| System | Integration Method | Complexity |
|---|---|---|
| Carestream | DICOM export/import | Moderate |
| Planmeca | Bridge software required | High |
| Vatech | DICOM export/import | Moderate |
| Apteryx/XVWeb | Cloud bridge | Moderate |
⚠️ For non-native imaging integration, budget additional 4–8 hours per location and involve vendor support.
Test Environment Setup
Pre-Production Validation Checklist
☐ Create test patient records (minimum 5 fictitious patients) ☐ Perform end-to-end scan → design → print workflow with test case ☐ Validate print quality against clinical standards ☐ Test case routing to/from centralized design center (if applicable) ☐ Verify user permissions function correctly ☐ Test SSO authentication ☐ Confirm backup/recovery procedures ☐ Load test with simulated high-volume day (10+ cases)
Centralized Test Environment (Recommended for DSO)
- Maintain a single enterprise test instance of Connect Case Center
- All locations validate against central test before production
- Reduces per-location testing burden
- Enables standardized test case library
Data Migration & Historical Ingestion
What to Migrate
☐ Historical scan data (last 12 months recommended for case planning reference) ☐ Existing design files if transitioning from another CAD/CAM system ☐ Patient imaging archive for AI-assisted design calibration
Migration Steps
- ☐ Export historical data in compatible format (STL, DICOM, proprietary)
- ☐ 🔵 Engage Dentsply Sirona data migration services for complex migrations
- ☐ Validate data integrity post-migration (spot-check 5% of records)
- ☐ Archive legacy system data (don't delete until validation complete)
Estimated Time: 2–4 weeks for enterprise-wide historical data migration
Security & HIPAA Compliance Verification
Enterprise-Level HIPAA Checklist
Administrative Safeguards ☐ 🔵 Signed Business Associate Agreement (BAA) with Dentsply Sirona ☐ Data governance policy updated to include digital workflow data ☐ Workforce training documentation for HIPAA with digital tools ☐ Incident response plan updated to include digital fabrication data
Physical Safeguards ☐ 3D printers and post-processing units in access-controlled areas ☐ Design workstations in clinical areas (not public-facing) ☐ Printed patient models secured (contain PHI in scan geometry)
Technical Safeguards ☐ Encryption at rest for all stored patient data (AES-256) ☐ Encryption in transit (TLS 1.2+) ☐ Access controls with unique user IDs (no shared logins) ☐ Audit logging enabled for all patient data access ☐ Automatic session timeout (15 minutes recommended) ☐ 🔵 Vendor SOC 2 Type II report reviewed and accepted
Access Controls ☐ Role-based access control (RBAC) schema documented ☐ Minimum necessary access principle applied ☐ Provider vs. staff vs. admin access levels defined ☐ Offboarding checklist includes digital workflow access revocation
Standardized Configuration Template (DSO)
Settings to Standardize Centrally
| Setting Category | Centralized Standard | Rationale |
|---|---|---|
| User roles & permissions | Yes | Consistent security posture |
| Procedure code mapping | Yes | Reporting consistency |
| Quality thresholds (margin detection, etc.) | Yes | Clinical consistency |
| Print parameters by material | Yes | Predictable output quality |
| Cloud sync frequency | Yes | Data consistency |
| Backup retention policy | Yes | Compliance |
Settings to Allow Local Variation
| Setting Category | Local Discretion | Rationale |
|---|---|---|
| Provider design preferences | Yes | Clinical judgment |
| Shade library customization | Yes | Patient demographics vary |
| Printer scheduling/priority | Yes | Local volume patterns |
| Notification preferences | Yes | Workflow preferences |
| Display language | Yes | Staff needs |
6. Team Training Plan
Train-the-Trainer Model
Champion Selection Criteria
☐ Employed at location ≥12 months (stability) ☐ Tech-forward mindset (prior successful tech adoption) ☐ Respected by peers (influence) ☐ Available for 2-day certification training ☐ Committed to dedicating 2–4 hours/week to champion duties during rollout ☐ Provider champion: minimum 1 per location ☐ OM/staff champion: minimum 1 per location (can be same person in small locations)
Champion Responsibilities
- Complete advanced certification training
- Deliver role-specific training to local team
- Serve as first-line support for workflow questions
- Escalate technical issues appropriately
- Collect and report staff feedback
- Lead daily huddles during go-live week
- Track training completion for their location
Champion Certification Training
🔵 Vendor-Led (2 Days)
- Day 1: Full digital workflow hands-on (scan, design, print, post-process)
- Day 2: Troubleshooting, maintenance, training delivery techniques
Role-Specific Training Outlines
Dentists/Providers
Training Time: 4–6 hours (can be split across 2 sessions) Format: Live hands-on with Clinical Application Specialist + champion shadow
Module 1: Scanning Excellence (90 min)
- Optimal scan technique for different preparations
- Scan validation checkpoints
- When to re-scan vs. proceed
- ⚠️ Common scanning errors that cause design failures
Module 2: AI-Assisted Design Review (90 min)
- Understanding AI-generated design proposals
- How to interpret margin detection accuracy
- Occlusal surface analysis
- When and how to override AI suggestions
- Manual adjustment techniques
Module 3: Clinical Integration (60 min)
- Same-day workflow timing expectations
- Multi-visit workflow (when to use)
- Case routing to design center vs. local design
- Emergency remake procedures
Module 4: Quality Assurance (60 min)
- Print quality evaluation criteria
- Try-in protocols for 3D printed restorations
- Adjustment and polishing techniques
- Documentation requirements
Common Provider Resistance Points
| Objection | Response |
|---|---|
| "This will slow me down" | Show time-motion data from pilot locations; acknowledge learning curve but demonstrate ROI |
| "I don't trust AI design" | Emphasize AI as assistant, not replacement; show override controls; share accuracy data |
| "Lab quality is better" | Show comparative cases; offer parallel comparison during transition |
| "I don't have time to learn this" | Highlight training is investment that pays back in chair time savings |
Day 1 Provider Cheat Sheet
┌─────────────────────────────────────────────────────────────┐
│ PROVIDER QUICK REFERENCE - DENTSPLY SIRONA DIGITAL WORKFLOW │
├─────────────────────────────────────────────────────────────┤
│ SCANNING: │
│ ☐ Prep dry, no blood, tissue retraction in place │
│ ☐ Start at occlusal, then buccal, then lingual │
│ ☐ Capture opposing arch + bite registration │
│ ☐ Check green checkmarks before proceeding │
│ │
│ DESIGN REVIEW: │
│ ☐ Verify margin (purple line) follows prep edge │
│ ☐ Check occlusal contacts (red = heavy, adjust if needed) │
│ ☐ Review proximal contacts (should show light blue) │
│ ☐ Approve or adjust → Send to print │
│ │
│ COMMON FIXES: │
│ • Margin off? → Click margin tool → drag to correct position│
│ • Occlusion heavy? → Use sculpt tool to reduce │
│ • Need thicker? → Adjust parameters before printing │
│ │
│ NEED HELP? → Call [Champion Name] or ext. [XXX] │
└─────────────────────────────────────────────────────────────┘
Hygienists
Training Time: 1–2 hours Format: Video modules + champion-led demo
Learning Objectives:
- Understand when digital workflow is being used (patient communication)
- Basic scanner handling for hygiene-related scans (if applicable)
- How to prepare operatory for digital procedures
- Patient education talking points
Hygienist Involvement Level
| Scenario | Hygienist Role |
|---|---|
| Restorative procedure day | Ensure scanner charged, room ready; patient education |
| Hygiene-only appointment | May scan for orthodontic monitoring (if trained) |
| Patient questions | Basic explanation of technology benefits |
Day 1 Hygienist Cheat Sheet
┌─────────────────────────────────────────────────────────────┐
│ HYGIENIST QUICK REFERENCE - DIGITAL WORKFLOW │
├─────────────────────────────────────────────────────────────┤
│ YOUR ROLE: │
│ • Help patients understand "same-day" crown option │
│ • Ensure scanner is docked and charged between uses │
│ • Alert front desk when digital case will run (scheduling) │
│ │
│ PATIENT TALKING POINTS: │
│ • "We can often complete your crown in one visit now" │
│ • "The scanner is more comfortable than traditional molds" │
│ • "Dr. [Name] designs your crown right here—custom fit" │
│ │
│ NOT YOUR RESPONSIBILITY: │
│ • Operating scanner (unless specifically trained) │
│ • Troubleshooting printer issues │
│ • Design or quality decisions │
│ │
│ QUESTIONS? → Ask [Champion Name] │
└─────────────────────────────────────────────────────────────┘
Front Desk / Office Manager
Training Time: 2–3 hours Format: Live demo + video modules + practice exercises
Module 1: Scheduling Digital Workflow Cases (60 min)
- Chair time requirements for same-day vs. multi-visit
- How to identify which procedures qualify
- Block scheduling strategies for print turnaround time
- Managing patient expectations on timing
Module 2: Patient Communication (45 min)
- Explaining same-day options at scheduling
- Managing expectations (not all cases qualify)
- Handling patient questions about technology
- Insurance pre-authorization (if applicable)
Module 3: Reporting & Administration (45 min)
- Accessing Connect Case Center reports
- Tracking digital case volume
- Consumable inventory alerts
- Coordinating with centralized design center (if applicable
AI-generated implementation guide based on public vendor information. Verify specifics directly with Dentsply Sirona.