Dental assistant checklist 2026

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  1. Click ‘Get Form’ to open the dental assistant checklist in the editor.
  2. Begin by entering the Patient Last Initial and Last 4 digits of their ID at the top of the form. This ensures accurate tracking and identification.
  3. In the 'Prior to seating patient' section, perform a visual inspection and check off each item as you confirm readiness, including room cleanliness and equipment status.
  4. Proceed to confirm patient identity after seating them. Ensure all medical history questions are answered accurately, marking 'yes' or 'no' as applicable.
  5. Before starting any procedure, verify that all instruments are set out correctly and have not expired. Document your checks in the designated fields.
  6. After completing the procedure, ask if the patient has any questions and clean the operatory. Record any necessary follow-up actions in the provided sections.

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