Before the consultation
- Ask the patient what outcome matters most to them — chewing, appearance, confidence, or a specific event. That is the frame you protect during the appointment.
- Bring a written medication list (dosages, frequencies, over-the-counter and supplements) and a short medical history.
- Bring the last set of dental radiographs and any recent CBCT scan on a USB drive or share link.
- Write down the top three questions so you don't leave without answers.
Questions to ask on the patient's behalf
- What are the reasonable alternatives to the recommended treatment, including doing nothing?
- Why is this the recommended plan for this patient specifically — what in the imaging or exam drove that?
- What are the complication rates you personally have seen with this procedure, and how are they handled?
- Who will do each step — the specialist, an associate, a resident, a hygienist?
- What does the day-of-surgery timeline look like, and who is my point of contact after hours?
- What does the written warranty cover, and what voids it?
- What happens if we relocate — is my record portable, is another clinician allowed to service the work?
Red flags to watch for
- Pressure to sign the same day, especially with "today-only" discount pricing.
- Refusal to provide an itemized treatment plan with codes.
- A treatment plan that skips imaging, extractions, or grafts you'd expect based on the reported condition.
- Vague answers about who is doing the surgery or who is on call afterward.
- Guaranteed outcomes ("100% success"), which no ethical clinician offers.
- Discomfort with sending records to your primary dentist for continuity.
Green flags to look for
- The clinician recommends the least invasive treatment that meets the goal, and can explain why.
- They welcome a second opinion and will provide records without friction.
- Complication management, recall visits, and warranty conditions are written down.
- Clear same-day and after-hours contact information.
Planning recovery at home
The specific recovery differs by procedure — see recovery timelines — but nearly every case needs the same planning:
- Someone to drive them home on day of surgery and stay with them the first night.
- A soft-diet grocery run 24–48 hours before the procedure (yogurt, blended soups, smoothies, mashed vegetables, protein shakes).
- A phone-charging spot beside the recovery chair or bed.
- Reminders on the phone for post-op medications and rinses.
- An easy way to reach the clinic — the number stored in the phone, not in an email that has to be searched.
- A follow-up appointment already on the calendar before you leave the office.
Supporting without overriding
When the patient is cognitively intact, your role is to make sure they have the information — not to decide for them. Take notes, ask the questions, challenge unclear answers, and then step back so the decision is theirs.