Modelaider Tooth Whitening Workflow Worksheet

Use this worksheet to customize your office tooth whitening tray workflow, assign responsibilities, and document dentist approval for the final protocol.

Professional use only. This worksheet supports workflow planning. Each office and the dentist are responsible for establishing, approving, and supervising the final clinical workflow using sound clinical judgment and team training. Always follow infection control protocols, OSHA requirements, and the directions for use for all materials and devices.

Office name

Worksheet date

Version or internal reference

Dentist of record

Dentist approval status

Dentist initials

Roles and responsibilities

Workflow lead

Backup lead

Primary assistant responsibilities

Primary hygienist responsibilities

Workflow steps

Step 1: Plan the tooth whitening offering using the profit calculator

adopted in office

Use this step whether you already offer whitening trays or you are launching a new offering. Final fees, discounts, and any team bonus structure must be reviewed and approved by the dentist.

Approved whitening fee and included items

Discount strategy and eligibility messaging

Team bonus option

Patient identification and outreach plan

Whitening profit calculator
https://modelaider.com/tooth-whitening-profit-calculator

Notes on approved offers and pricing
Use the fields above to document office decisions and dentist approval.

Approved by dentist initials

Office modifications or notes

Step 2: Confirm candidacy and set expectations

adopted in office

Clinical screening criteria used in office

Patient expectations and consent messaging

Approved by dentist initials

Office modifications or notes

Step 3: Take a clean, accurate impression and disinfect per protocol

adopted in office

Use standard office technique. Inspect for voids, pulls, and incomplete posterior capture. Rinse and disinfect as per office infection control protocol. Proceed within the appropriate working time for your materials.

Impression materials and technique

Infection control and handling

Approved by dentist initials

Office modifications or notes

Step 4: Set up a repeatable Modelaider station and create the model

adopted in office

Set yourself up for success using the Modelaider kit. Document station layout, tool placement, and quality checks. Follow the directions for use for all materials and devices.

Station layout and workflow order

Stone selection plan

Directions for use
https://modelaider.com/directions_for_use

Dental stone guidance
https://modelaider.com/dental_stone

Approved by dentist initials

Office modifications or notes

Step 5: Review directions and video directions before implementation

adopted in office

Training plan and verification

Standardization notes

Video directions
https://modelaider.com/directions

Directions for use
https://modelaider.com/directions_for_use

Approved by dentist initials

Office modifications or notes

Step 6: Fabricate the custom tooth whitening tray

adopted in office

Document tray design approach, materials, and checkpoints. Dentist must approve the final protocol.

Tray design approach

Responsibilities and checkpoints

Approved by dentist initials

Office modifications or notes

Step 7: Thermoform, trim, and quality check

adopted in office

Thermoforming protocol

Fit, comfort, and finishing checks

Approved by dentist initials

Office modifications or notes

Step 8: Follow office protocol for storage, labeling, and readiness

adopted in office

Storage and labeling protocol

Readiness checks

Approved by dentist initials

Office modifications or notes

Step 9: Delivery protocol and patient demonstration

adopted in office

Create a delivery protocol with your office including written instructions, documentation, and follow up if appropriate. Include patient demonstration of how to apply gel to the tray and how to seat the tray.

Written instructions and documentation

Patient demonstration elements

Follow up plan

Who delivers and who documents

Approved by dentist initials

Office modifications or notes

Step 10: Final signoff and update control

adopted in office

Where this protocol is stored

How changes are requested and approved

Dentist final approval initials

Approval date

Office signoff

Dentist name

Office manager or workflow lead

Additional signoff notes

Team acknowledgment statement used in office