- Oral foundation and diagnostics
- Health history, examination findings, imaging, supporting tissues, and any issue that could affect the proposed sequence require professional assessment.
- Restoration and component plan
- The written design should identify the restoration, its support, connecting parts, materials, temporary and final stages, and which details remain dependent on clinical findings.
- Maintenance, records, and follow-up
- The plan should explain restoration-specific cleaning, professional maintenance, component identification, record delivery, urgent contacts, and the handoff for future care.