Appendix A: Implementation Checklists and Templates

**Practice Readiness Evaluation** □ Current practice revenue and patient volume analysis completed □ Financial capacity for implementation investment assessed

Pre-Implementation Assessment Checklist

**Practice Readiness Evaluation**

□ Current practice revenue and patient volume analysis completed □ Financial capacity for implementation investment assessed □ Practice space and facility requirements evaluated □ Current team capabilities and training needs identified □ Market analysis and competitive assessment completed □ Patient demographic analysis and implant demand evaluation conducted □ Insurance and legal requirements reviewed □ Implementation timeline and milestones established

**Equipment and Technology Assessment**

□ CBCT imaging system requirements and options evaluated □ Surgical equipment and instrumentation needs identified □ Digital workflow technology requirements assessed □ Sterilization and infection control upgrades planned □ Practice management software capabilities reviewed □ Communication and marketing technology needs identified □ Equipment financing options and terms evaluated □ Installation and training schedules coordinated

**Education and Training Planning**

□ Practitioner education requirements and options identified □ Comprehensive implant training program selected □ Advanced procedure training needs assessed □ Team training requirements and schedules planned □ Continuing education and certification maintenance planned □ Mentorship and support relationships established □ Training budget and timeline finalized □ Competency assessment and credentialing completed

Key Points

Equipment Procurement and Setup Checklist

**CBCT Imaging System Implementation**

□ System specifications and software packages finalized □ Installation site preparation and electrical requirements completed □ Radiation safety protocols and shielding installed □ Staff training on system operation and safety completed □ Image interpretation training and certification obtained □ Quality assurance and calibration procedures established □ Patient communication and consent protocols developed □ Insurance and billing procedures for imaging established

**Surgical Equipment and Instrumentation**

□ Implant system selection and inventory requirements determined □ Surgical motor and drill system procurement completed □ Specialized instrumentation and accessories acquired □ Sterilization and maintenance protocols established □ Inventory management and ordering systems implemented □ Staff training on equipment operation completed □ Emergency and backup equipment procedures established □ Warranty and service agreements finalized

**Digital Workflow Technology**

□ Intraoral scanner selection and procurement completed □ Treatment planning software installation and training completed □ CAD/CAM system integration and workflow established □ Digital impression and restoration protocols developed □ Laboratory coordination and communication systems established □ Quality control and accuracy verification procedures implemented □ Patient education and communication tools developed □ Billing and insurance procedures for digital services established

Key Points

Marketing and Patient Acquisition Checklist

**Website Development and Optimization**

□ Implant-focused website content and structure developed □ Search engine optimization for implant keywords completed □ Patient education resources and content created □ Before-and-after photography and case studies compiled □ Online consultation and appointment scheduling implemented □ Mobile optimization and responsive design verified □ Analytics and conversion tracking systems installed □ Review and reputation management systems established

**Digital Marketing Campaign Launch**

□ Google Ads campaigns for implant services created □ Social media profiles and content strategy developed □ Email marketing sequences and automation established □ Local search optimization and directory listings completed □ Content marketing calendar and publishing schedule created □ Patient testimonial collection and video production completed □ Referral source communication and education materials developed □ Marketing budget allocation and performance tracking established

**Patient Communication and Education Systems**

□ Consultation process and presentation materials developed □ Treatment planning and case presentation protocols established □ Financial presentation and payment option systems implemented □ Informed consent and patient education materials created □ Post-treatment communication and follow-up systems established □ Patient satisfaction monitoring and feedback systems implemented □ Referral generation and patient advocacy programs developed □ Crisis communication and reputation management protocols established

Key Points