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Why the checklist belongs in the clinical workflow 

Full-arch cases combine anatomical records, prosthetic references, implant-position data, and workflow-specific components. A missing bite, an incomplete soft-tissue scan, an unidentified screw type, or a verification file that cannot be matched to the multi-unit abutment platform can interrupt the design process even when the surgery itself went as planned. 

The IDS checklist brings those dependencies into one preflight review. It connects five equipment categories—intraoral scanning, abutment-level verification, chairside printing, imaging and planning, and surgical/prosthetic components—to the records required in the IDS Digital AOX Workflow Guide. The benefit is not the checklist alone. The benefit is using it to create continuity from the planned restoration to the data acquired chairside and the files received by the laboratory. 

Start by defining the case pathway 

Before the appointment, identify the patient’s starting condition and the verification method the team will use. This determines which checklist items must be present and which records should be captured. The IDS workflow distinguishes among patients with stable articulation, patients using a removable partial denture to establish support or vertical dimension, and fully or singly edentulous patients. It also separates immediate postoperative workflows from healed data acquisition. 

Document the intended workflow type, fabrication method, prosthetic interface, and verification approach before treatment. For example, record whether the case will use segmentation, fiduciary markers, X-Nav, an MUA guide wash, or another method; whether the provisional will be printed or milled in-office or by the lab; whether the interface is direct-to-MUA or Ti-base; and whether verification will be photogrammetry-based or IOS-based. This short planning step turns the equipment checklist into a case-specific setup list. 

1. Confirm the intraoral scanner is ready for full-arch capture

The intraoral scanner is the foundation of the digital record. For full-arch work, confirm long-span scanning performance, stable scan-body capture, current acquisition software, and open-file export. IDS requires an exportable STL or PLY file for a seamless digital submission. If your scanner, software, or export process is new to the team, test the transfer before the clinical appointment rather than discovering an access or format problem after records have been acquired. 

Clinically, use the scanner to capture the anatomy that will support alignment and articulation, not only the area receiving the restoration. Extend arch scans fully, review the capture for voids or stitching errors, and confirm that the bite aligns with both arches before dismissing the patient. In edentulous situations, recognize that a conventional intraoral arch scan may not provide enough stable geometry by itself; the workflow may require a denture scan, wash impression, fiduciary-marker reference, MUA wash, or another validated alignment method. 

2. Select and verify the abutment-level record

An edentulous arch can accumulate stitching drift during intraoral scanning. The checklist therefore calls for an abutment-level verification method such as photogrammetry or a validated IOS-based protocol. IDS integrates iCam4D and MicronMapper photogrammetry into its digital and Digilog® workflows and also identifies IOS-based examples such as scan ladders, Optisplint, TruAbutment IO Connect, and Straumann Exact scan bodies. 

Before the appointment, confirm that the verification system is compatible with IDS and with the selected implant or multi-unit abutment platform. Inventory the manufacturer-recommended flags, targets, caps, or scan bodies in sufficient quantity for a full arch. At capture, verify that every component is fully seated, clean, undamaged, and correctly identified. Save the complete photogrammetry data folder or the complete scan-body folder rather than a single screenshot or isolated mesh. The laboratory needs the verification dataset and the component identity to interpret implant positions correctly. 

3. Prepare chairside printing only when it is part of the plan

A chairside 3D printer can support surgical guides, models, custom trays, denture try-ins, and printed resin provisionals. Its clinical value depends on a validated production chain: the printer, indication-appropriate material, wash and cure equipment, current software, and a team that can complete post-processing according to the manufacturer’s instructions. 

Use the checklist to decide where fabrication will occur before the case begins. If the provisional will be produced in-office, confirm the validated material, available build capacity, post-processing equipment, and the handoff from the IDS design file to the printer. If IDS will print or mill the restoration, record that choice on the prescription so the laboratory can route the case correctly. A printer should expand a defined workflow, not create an assumption that every case must be converted chairside. 

4. Capture imaging, planning, and photographic references

For guided planning, the checklist calls for a CBCT with an adequate field of view and exportable DICOM data, along with access to planning software or a collaborative planning pathway. Confirm that the imaging protocol matches the selected surgical workflow and that required scans can be associated with the correct patient and prescription. 

Photography carries the facial and prosthetic references that digital geometry alone may not communicate. The IDS AOX guide requires a full-face, centered smile photograph with the prosthesis in place and a centered retracted photograph, particularly when limited tooth structure is available for IOS alignment. The equipment checklist also recommends a standardized center, right, and left series with the patient upright, facing forward, and showing an exaggerated smile. Review images immediately for orientation, focus, exposure, and visible landmarks. 

5. Stage the surgical and prosthetic components

The final equipment category prevents small component gaps from becoming large workflow interruptions. Confirm that implant-level and MUA-level scan bodies match the planned system. Stage the appropriate healing caps or healing abutments, MUAs, titanium cylinders or the preferred direct-to-MUA screws, prosthetic screws, and calibrated torque drivers. Record the component manufacturer, interface, screw type, and brand required for IDS design integration. 

Also prepare the materials and protocol needed to establish jaw relation on an edentulous arch. A complete implant-position record cannot compensate for an unstable or unverified occlusal relationship. The goal is to acquire implant position, tissue, arch form, occlusion, and facial reference as a coordinated dataset. 

Capture the correct preoperative records 

Once the equipment has been matched to the case pathway, use the IDS guide to capture the starting condition. Every submission should include a completed, precise prescription form. 

Stable articulation 

1. Scan the maxillary and mandibular arches with visible teeth and relevant soft tissue, maintaining full extension and clear reference anatomy.
2. Capture a stable bite that reflects the patient’s intended occlusal relationship and verify alignment to both arches.
3. Acquire left and right check bites with the mandible maintained in the same position, scanning from the molars to the distal of the canines.
4. Include the required centered smile and centered retracted photographs.

    

Removable partial denture 

5. Scan both arches with the partial in place and again without it. The paired records help preserve vertical dimension and repeatable articulation when natural contacts are limited.
6. Record the bite with the partial in place when it provides the more accurate and repeatable relationship, based on clinical judgment.
7. Include the centered smile and retracted photographs with usable landmarks.

Fully or singly edentulous 

8. For a completely edentulous patient, provide 360-degree scans of the upper and lower dentures. If a denture is ill-fitting, make a wash impression at the planned vertical dimension and in a repeatable bite position.
9. For workflows using TADs or fiduciary markers, provide the indicated 360-degree denture scans and wash impressions at the planned vertical dimension of occlusion.
10. For a single edentulous arch, provide a 360-degree scan of the denture, with or without a wash, and a bite registration that establishes the intended occlusal relationship. 
11. Include the centered smile and centered retracted photographic records.
     

Complete the postoperative or healed record set 

Postoperative capture must match the selected alignment and verification method. For an X-Nav workflow, the IDS guide calls for photogrammetry data corresponding to the preoperative records and soft-tissue scans with the specified caps. For a fiduciary-marker technique, include the preoperative scan with markers, the anatomical reference used for alignment—teeth or soft tissue—and either the complete photogrammetry data folder or the complete IOS-based verification and scan-body folder. 

For an MUA guide wash technique, provide photogrammetry or the selected IOS-based verification. A single-arch submission includes a 360-degree scan of the MUA wash, the opposing arch, and an intraoral bite. A dual-arch submission includes 360-degree scans of the upper and lower MUA washes in occlusion. For segmentation, include the preoperative CBCT, postoperative CBCT with the applicable radiopaque scan body or cap, and verification-system details when available. 

For a healed workflow, provide upper and lower arch scans with full extension, a bite scan, and the complete verification dataset. Again, the verification files must arrive with enough information to identify the system and relate the data to the chosen components. 

Run a final clinical-to-lab handoff check 

Before uploading the case, have one team member who did not perform the capture review the package. A fresh review often catches missing files, unclear labels, or a discrepancy between the prescription and the acquired records. Confirm the following: 

12. Can IDS identify the patient, arch, workflow type, fabrication method, interface, component manufacturer, and screw type from the prescription? 

13. Do the arch scans, bite records, photographs, and verification data describe the same planned position and vertical relationship? 

14. Is the complete photogrammetry or IOS-verification folder included, with its corresponding soft-tissue or alignment record? 

15. Have all STL, PLY, DICOM, image, and supporting files been opened and checked before transfer? 

Consistent folder names can make the submission easier to review. Use plain, descriptive labels such as Pre-op Upper, Pre-op Lower, Bite Right, Bite Left, Photogrammetry, Soft Tissue, Denture 360, MUA Wash, CBCT, and Photos. Follow the IDS submission instructions and scanner-specific connection process for the actual transfer.