The Crown Preparation Notes Template UK Dentists Use

A crown preparation notes template captures the indirect crown prep visit — pre-op tooth assessment with vitality test, shade selection, occlusal assessment, Montgomery consent, LA, preparation with reduction and margin design, impression/digital scan, temporary placement, and lab prescription with MDR statement-of-conformity reference — meeting CGDent and MDR 2017 standards.

Pre-op vitality is the single most-missed entry in crown prep notes — and the single most-defensible record when the tooth dies six months later. Below is the template UK dentists paste into their PMS for the crown prep visit.

Download the free Crown Preparation template — plain text, GDC/FGDP(UK)-aligned.

Why this crown preparation template wins

  • Pre-op vitality recorded — the single most-cited defensible entry per MDDUS / Dental Protection case reviews. If the tooth dies post-prep and vitality wasn't recorded, the prep is presumed the cause.
  • Reduction amounts noted explicitly — defends you against "over-prepared" claims and provides a lab-quality check.
  • Pulp proximity assessment + explicit RCT risk discussion in consent — Montgomery-defensible against "I wasn't warned" claims if the tooth needs endo later.
  • Lab prescription line includes MDR statement-of-conformity reminder — MDR 2017 traceability requirement.
  • Temporary cement specified — non-eugenol when resin cement is planned for the definitive — prevents the most common cement-incompatibility failure.

Compliance: the medico-legal angle

  • CGDent Clinical Examination and Record-Keeping (3rd ed) — restorative records must capture indication, reduction, margin design, impression, temporary, lab prescription.
  • MDR 2017 — Medical Devices Regulation. Custom-made dental devices (crowns, bridges) require a statement of conformity retained for 10 years.
  • Montgomery v Lanarkshire — material risk disclosure. RCT risk for heavily-restored teeth is well-documented and must be discussed.
  • GDC Principle 4 — operative records must be complete enough that another clinician can continue the case.

Common mistakes UK dentists make

  • NO pre-op vitality test recorded — indefensible if the tooth dies after prep.
  • Reduction amount not noted — leaves room for "over-prepared, killed the pulp" claims.
  • No RCT risk discussed for heavily-restored teeth — Montgomery breach.
  • Eugenol-containing temporary cement used when resin cement is planned for the definitive crown — causes bond failure at fit.
  • No lab prescription on file or MDR statement of conformity not retained — MDR 2017 breach.

Frequently asked questions

Why is pre-op vitality so important to record?

It's the most-cited defensible entry in crown prep claims. If a heavily-restored tooth dies post-prep and you didn't document vitality beforehand, the prep is presumed the cause — even though the tooth may have been deteriorating before you saw it. A pre-op cold or EPT result protects you.

What's MDR statement of conformity?

Medical Devices Regulation 2017 requires that custom-made dental devices (crowns, bridges, dentures, RPDs) come with a statement of conformity from the lab confirming the device meets MDR requirements. The lab issues it; you retain it for 10 years. Most labs send it electronically with the case return. Audit requirement.

How much reduction do I document?

Approximate amounts per surface — occlusal/incisal, axial, margin position. "PFM: 2mm occlusal, 1.5mm axial, equigingival chamfer buccal" is sufficient. The specific values defend you against claims of over-reduction.

What's the difference between chamfer and shoulder margins?

Chamfer: smooth, rounded shoulder, ~0.5-0.7mm width, used for metal/PFM. Shoulder: 90° internal angle, 1-1.2mm width, used for all-ceramic (provides material thickness for strength). Record which you prepared so the lab uses the matching die design.

Why does temporary cement choice matter?

Eugenol-containing temps (e.g. TempBond original) inhibit resin polymerisation. If you're cementing the definitive crown with resin cement (e.g. Variolink, Panavia), use non-eugenol (TempBond NE, Provicol, ZONEfree). Cement failure at fit is overwhelmingly traced to eugenol incompatibility.

Do I need a digital impression?

No — conventional impressions are still routine and acceptable. Record the material (e.g. "Aquasil Ultra+ medium/light body, 2-stage impression"). Digital is becoming common; if you scan, record the system. Both are defensible if done well.

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