1. State the case and desired output
Identify the restoration, teeth or arch, material and current stage. Say whether you need a setup for review, editable case data or a manufacturing mesh. Include the receiving software and production process; a request for an STL does not describe the entire job.
2. Inventory the records
Confirm the relevant arch scans, opposing record and bite. Add tissue, scan-body, reference denture, setup or provisional records as required by the indication. Clearly label purpose and version. Missing or unclear clinical information should be clarified by the submitting team before design proceeds.
3. Include component and software details
For implants, supply the exact platform, scan body, restorative component and applicable library/version. For removable work, identify the supported tooth/base workflow. Do not assume that a product brand or scanner name identifies all required parts.
An illustrative handoff note
A useful business note could say: internal case CASE-EXAMPLE; supported crown workflow; current working/opposing/bite records labelled by purpose; approved preference packet version identified; manufacturing output requested for the receiving environment; one contact authorized to clarify instructions; review target stated with a time zone. These are illustrative labels, not a patient case or a prescribed file naming standard. The actual prescription, clinical records and production settings must be supplied through the appropriate agreed route.
When a record is replaced
State which earlier record the new file supersedes and why it was supplied. Identify whether the change affects an approved setup or an unreviewed proposal. Ask the designer and receiving team to determine which dependent outputs need reconsideration. Keeping old and new files in one folder without an instruction can create uncertainty even if every file opens correctly. Record the decision in a revision brief, and confirm any scope or schedule change before relying on the previous delivery target.
4. Separate defaults from exceptions
Provide accepted lab preferences and flag the changes specific to this case. Reference views should identify the unit, view and desired modification. Include manufacturing requirements supplied by your lab and applicable product instructions; avoid copying another lab’s settings without validation.
5. Agree review and revisions
Name the contact who can answer questions and the team responsible for final approval. Agree target, scope and revision terms before starting. Use one consolidated revision brief and mark new records as replacements. Patient files should use an appropriate agreed transfer route, not a general inquiry form.
Prepared by Pristine Dental Design · October 6, 2026. Workflow guidance for dental professionals. Case-specific instructions and receiving-team approval govern actual design and production.