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5/30/2019 » 6/2/2019
2019 OSAP Annual Conference



   Checklists for delivering the Safest Dental Visit™ 

* Please note that members must be must be logged in to access all of the checklists below. OSAP members can utilize this curated content with proper attribution. For a copy of the Reprint Request form, click HERE.


Allergies - Comparison  of Possible Outcomes  Due to NRL Exposure


Latex allergies are described on this chart which compares possible outcomes due to natural rubber latex (NRL) exposure and presents strategies to deal with possible hypersensitivities.  

Allergies - Types of Hypersensitivity  Reactions


This descriptive chart provides valuable information for understanding hypersensitivity reactions in dental staff and patients. The four classifications of hypersensitivity reactions are shown.  

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Alternate Settings            

Alternate Settings - Safe Dentistry Under Uncommon Conditions

Delivery of dental care in alternative settings such as nursing homes, treating the homebound is challenging. Two checklists present alternative procedures that may be used for safe care in these extreme situations, and how to prepare for Oral Healthcare during Humanitarian Missions.

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Infection Prevention Checklist for Dental Settings

CDC’s new checklists that can be used to evaluate compliance.

Incorporating the CDC Guidelines into practice OSAP turned the Centers for Disease Control and Prevention (CDC) Guidelines for Infection Control in Dental Health-Care Settings - 2003 into a checklist for dental practice settings.

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Dental Practice            

Dental Practice - Bringing the Outside In

A “Clip and Save” checklist: Post this in the staff break room as a reminder of how NOT to “bring the outside in” and reduce the spread of microbes and cross-contamination.

Dental Practice -  Infection Control and Dental Radiology



A checklist and additional tips for minimizing contamination when taking and processing dental x-rays including intraoral films, panoramic and cephalometric films, digital x-rays and sensors and use of daylight loaders for processing. 

Dental Practice -  Important/ Emerging Issues


A descriptive “Preparedness” checklist to document information on procedures to protect patients and office staff when managing accidental injuries, exposures to patients’ body fluids, or patients’ complaints to authorities…all of which could invoke investigations.

Dental Practice -  New Radiation and Safety Guidelines for the Dental Office.


A Summary Chart of Health and Safety Considerations for Dental Radiology. Based upon recommendations from the (ADA) and (FDA) The Selection of Patients for Dental Radiographic Examinations November 2004, and the (CDC) Guidelines for Infection Control in Dental Health-Care Settings-2003 Dec 2003. 

Dental Practice - Immunosuppression and Dental Treatment


A two-page chart summarizing suggested work restrictions for health-care personnel with, or exposed to, major infectious diseases in healthcare settings, in the absence of national, state and local regulations.

Dental Practice - Staying Healthy at Work


Copy and complete this form for each employee who may have occupational exposure to blood or other potentially infectious materials (OPIM) and maintain it in the employee’s confidential medical record, an important requirement of the OSHA Bloodborne Pathogens Rule.  

Dental Practice - When "Stuff" Happens 

Do you have an emergency action plan (EAP)? This checklist points out the main elements of an EAP and tips to deal with three common emergency situations.

Dental Practice - Microbes That Challenge the Journey to Safe Dental Care  If your dental facility has a staff break-room, this Food Safety “clip and share” checklist offers an important reminder of good hand hygiene and food handling tips to avoid gastroenteritis.  

Dental Practice - The Reception Room Six Tips for Reception Room Décor are suggested in this quick list that complies with some of the CDC guidelines for environmental infection control in healthcare facilities. 

Dental Practice - Vaccines for Dental Healthcare Workers  This reference chart describes vaccines for dental healthcare workers and recommended vaccination protocol. The chart is adapted from the CDC Recommended Vaccines for Healthcare Workers.

Dental Practice - Support Equipment  This three-part descriptive checklist provides communication tips on keeping support equipment running in good order. A guide for the infection control coordinator to help keep the employer, the staff and patients informed of standard procedures for compliance. 

Dental Practice - The Operatory This three-part descriptive checklist provides tips on reinforcing infection control and safety information that relates to the dental operatory. A guide for the infection control coordinator to help keep the employer, the staff and patients informed of standard procedures for compliance.  

Dental Practice - Ending the Day  This three-section descriptive checklist provides communication tips regarding end-of-day infection control and safety tasks. A guide for the infection control coordinator to help keep the employer, the staff and patients informed of standard procedures for compliance. 

Dental Practice -  Dental Healthcare Personnel Vaccinations What vaccine, when and for who? This chart of Dental Healthcare Personnel Vaccinations shows vaccine types, indications, administration schedules, precautions, contraindications and special considerations. Adapted from: CDC. Guidelines for Infection Control in Dental Health-Care Settings — 2003. 


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Diseases - Hepatitis C

A Chart of Characteristics of Hepatitis C and Hepatitis B including comparison of type, mode of transmission, frequency, treatment and prophylaxis. An excellent teaching tool.

Diseases - Hepatitis C Precautions  A checklist of Hepatitis C precautions to take in the dental setting and in patient management. A separate post exposure checklist includes evaluation and follow-up steps as an integral part of the practice’s occupational safety and health program.

Diseases - PPE  A quick reference list of “Important Infectious Diseases and Pathogens Associated with the Mouth”. The list reinforces the importance of using proper personal protective equipment.

Diseases - Emerging Diseases  Causes and Examples of Emerging Diseases: a summary chart presents many examples of emerging/reemerging diseases and the factors involved in their cause.

Diseases - Patient to Patient Transmission  Patient-to-patient transmission of hepatitis B is documented in this actual case history, which is followed by a checklist of questions to review related procedures used in your office. An excellent teaching tool for a staff meeting.

Diseases -  Chain of Infection The elements necessary for disease transmission are shown in this flowchart of the “chain of infection”, which also shows infection control practices and strategies for interrupting the chain of infection. An excellent teaching tool.


Diseases -  Pandemic Pandemonium This chart presents a few of the diseases that are either associated with past pandemics or bioterrorism threats. The disease, symptoms, incubation periods and treatment options are listed. Other resources are referenced.  

Diseases - Beyond the Bloodborne in Infection Control  This three-column chart consolidates information from numerous CDC fact sheets on five infectious diseases (HIV/AIDS; hepatitis B; hepatitis C; Tuberculosis; and Influenza) and includes risk factors and disease transmissions. 


Diseases -  Influenza Who has the flu?  This checklist increases awareness of the symptoms and risk factors of influenza, important information for dental healthcare workers and patients alike. A second chart lists online teaching tools about Influenza. 

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DUWL - Improving Dental Water Quality

A checklist of CDC Recommendations for Dental Water Quality. An accompanying list cites available products to improve dental unit water quality. Originally published in 2004, this list remains a reference source of types of systems and chemicals that improve dental unit water quality. 

DUWL - Device Selection Questions This checklist of questions will help provide guidance in the selection of dental waterline devices and chemical treatment options. 

DUWL - Checklist for Dental Unit Water Quality Improvement  Use this checklist to help ensure the quality of dental water.  Includes tips for treating water lines and testing water lines. 

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Equipment - Support Equipment

“Clip and save” this checklist as a discussion guide to review asepsis procedures for safety and support equipment at an upcoming staff meeting.

Equipment - High-tech Infection Control Looking for tips on infection control management of equipment? This descriptive checklist poses key questions to consider before purchase and how to manage high-tech equipment asepsis.

Equipment - Close-up on the Dental Unit This guide is a starting point for developing Standard Operating Procedures (SOPs) for the decontamination and maintenance of the dental cart, attachments and accessories. SOPs help ensure that procedures are consistent, regardless of who performs them.

Equipment - Keeping it Clean  Use this guide as a baseline for developing routine protocols for your dental practice to maintain a clean and safe dental unit. Add or delete items as needed to customize this list to the needs of your individual practice. 


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Ergonomics - Not Just Another Pain in the Neck Chart

Does your back hurt?- This chart summarizes some of the most common symptoms, causes and treatment options of musculoskeletal disorders of the hands, arms, shoulders, neck and back that plaque dental healthcare workers. 

Ergonomics - Not Just Another Pain in the Neck Q&A Offer this ergonomic assessment for each person working in the dental practice to help prevent musculoskeletal disorders (MSDs). All “no” answers in this questionnaire are a signal to improve on ergonomic work practices. 

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Exposures - Sample Exposure Report

A Sample Exposure Report Form to use in the event of an occupational bloodborne exposure.

Exposures - Infection Prevention Through Immunization This descriptive table describes the two CDC classifications and risk levels of exposure-prone patient care procedures. 

Exposures - The ABCs of Hepatitis 

A descriptive checklist presents steps to take in post exposure management for bloodborne pathogens (including hepatitis B & C) and the role of each of the three involved parties - employer, employee and qualified healthcare professional – and their respective specific responsibilities.

Exposures -  Before an Exposure Occurs Be prepared. This flowchart identifies federal OSHA post-exposure requirements and the steps in managing a bloodborne pathogens exposure including the roles of the injured worker, the employer or designated infection control coordinator, and the evaluating healthcare professional.    

Exposures - Devices with Sharps Safety Features  Instructions and two sample CDC checklists are presented for Evaluating Sharps with Safety Features to help select safer sharps devices in your clinical setting.  

Exposures -  Flowchart for Management This Flowchart for Management of Occupational Exposures to Bloodborne Pathogens serves as a reminder of the three involved parties – (employer, dental worker and qualified healthcare professional) – and their specific responsibilities should an exposure incident occur. 

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FAQs - Series on Empowerment

In this ‘scenario based’ approach a dental office infection control coordinator poses a series of questions to OSAP about safety and infection control practices. Use this Q&A approach to springboard discussions at staff meetings. 

FAQs - Series on Circumstances Some of the most frequently asked questions on infection control are consolidated in this four-page summary that challenges you to answer each question before you turn to the answers. A quick way to review and reinforce infection control procedures with staff members. 

FAQs - Infection Control FAQs  Some of the most popular infection control questions and answers are consolidated in this four-page summary that challenges you to answer each question before you turn to the answers....use this Infection Control Quiz Bowl as a fun way to learn and retain information. Great for staff meetings. Let the game begin! 

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Hand Hygiene               

Hand Hygiene - When & How

Hand Hygiene: When & How?  This checklist outlines the Centers for Disease Control and Prevention (CDC) “Guideline for Hand Hygiene in Health-Care Settings” and its applications in dental practice.

Hand Hygiene - Number One Infection Control Practice In addition to protecting yourself at work, follow this list of hand hygiene and hand care suggestions in your daily life to reduce the risk of contracting colds and flu.  A separate chart summarizes types of hand hygiene.

Hand Hygiene - Step by Step Step-by-Step direction on hand hygiene guidelines from the Centers for Disease Control and Prevention (CDC) for antiseptic handwashing, handwashing with plain soap, and antiseptic hand rub.

Hand Hygiene - To Wash or To Rub  To Wash or To Rub? A chart of the pros and cons of different hand-hygiene methodologies. 

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IC Program              

IC Program - You Just Became the OSC

“You Just Became the Office Safety Coordinator-What do you do now?”.  This checklist shows examples of the duties of the Office Safety Coordinator.

IC Program - Designating a Safety Coordinator  A checklist of “Success Strategies for the Safest Dental Visit” to help the infection control coordinator understand their role in supporting the office safety program.   

IC Program - Asepsis During Patient Treatment  A two-page Implementation Guide that serves as a convenient categorized checklist of tasks related to chairside asepsis to assure a safe patient visit. 

IC Program - Asepsis After Patient Treatment Part 1  This part one of a two-part Implementation Guide provides a checklist of categorized tasks related to post-treatment procedures.  

IC Program - Asepsis After Patient Treatment Part 2 This is part two of a two-part Implementation Guide that provides a checklist of categorized tasks related to post-treatment procedures. 

IC Program - An Effective Dental Office Safety Program A checklist of all the components needed to develop an effective dental office safety program in six weeks or less by following instructions in this guide.  

IC Program - Preparing for a Safe Patient Visit  A one-page “Implementation Guide” with suggested checklists of tasks to perform before treatment to prepare for a safe patient visit. 

IC Program - Pitfalls  A one-page chart to help train staff on Common Examples and Potential Consequences of Infection Prevention Pitfalls. The chart categorizes how these pitfalls can lead to injury, spread of infection and/or waste time and supplies.  

IC Program -  Setting up & Maintaining a Dental Office Safety Program A quality assurance checklist to use annually as part of your ongoing process to monitor implementation of an exposure control plan, and programs for hazard communication, general safety, hazardous and medical waste, and training.

IC Program - Prevention and Empowerment  A reference list of infection prevention publications and websites to acquire information about current infection prevention regulations, recommendations, techniques, products and equipment. 

IC Program - PPE  Check compliance in your practice setting against OSAP’s checklist for proper personal protective equipment (PPE). Includes tips and steps for donning and removal that save time and  best limit the potential for cross-contamination.   

IC Program - Ending the Day  Copy this “End of Day” Checklist for Safety and Asepsis to help prioritize your daily, weekly and monthly safety and asepsis tasks. A helpful tool when end of day tasks are shared among employees. 

IC Program - Empower by Connecting with Research Dental office staff often must address a problem and gather information to find a solution.  This descriptive chart of How The Scientific Method Applies To The Dental Office presents seven steps to follow when incorporating new materials or making a change.  

IC Program - OSAP Check-up 2003 Guidelines  If you can answer “yes” to all of the questions in this list, your infection control program is up to date. This Infection Control In Practice issue turns CDC’s comprehensive, 66-page guideline into a checklist for use in your practice setting. An OSAP “Check-Up” on 2003 CDC Guidelines. 

IC Program - Annual IC & Safety Checkup  Is your infection control and safety program up to date? Use this checklist of procedures and policies that reduce the risk of disease transmission to help dental healthcare workers meet compliance challenges. 

IC Program - Defining the Role of the ICC  Part one of three: This “Success Strategies” descriptive checklist reviews six key management-type duties required of the infection control coordinator and how the ICC functions as a leader and role model. 

IC Program - Success Strategies  Part two of three: A categorized “Success Strategies” checklist of the responsibilities of the infection control coordinator.  

IC Program - Duties of the ICC  Part two of three: A categorized “Success Strategies” checklist of the responsibilities of the infection control coordinator. 

IC Program - Safety and IC Report Card  Place a checkmark next to each item on this checklist that represents a practice that your facility is currently following. Add up your checkmarks to see what grade your facility receives for infection control and safety management.  

IC Program -  Infection Control Overview This chart functions as a guide to the OSAP online infection control course, which consists of seven modules. The chart highlights module topics and questions that will help you develop or update an effective infection control program.

IC Program -  Choosing IC & Safety Products This OSAP Product Selection Criteria and Considerations checklist serves as a framework for purchasing considerations surrounding infection control and safety products. When purchasing items, work with clinical staff to determine which criteria are most important to their practice setting. 

IC Program - Before You Walk in the Door This three-part descriptive checklist offers tips and reminders that relate to immunizations and OSHA rules and CDC recommendations. A guide for the infection control coordinator to help keep the employer, the staff and patients informed of standard procedures for compliance. 

IC Program - The Backbone of Infection Prevention  Use this 2-page categorized checklist to help establish and maintain the “Behind the Scenes” systems of the infection prevention program in your dental facility.

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Instruments - Designing Sterilization Center How To

A “how-to” checklist to help design or update the dental office Sterilization Center and centralize instrument reprocessing with a systematic approach to planning. 

Instruments - New Instrument Processing Technologies A Comparison Chart of Heat-Sterilization Methods (steam, chemical vapor and dry heat types).  The chart lists advantages, disadvantages (precautions), sterilizing conditions and biological monitoring of each.

Instruments - Sterilization Monitoring Checklist An easy reference checklist for Sterilizer Monitoring including a chart on Spore Testing: Whens and Whys

Instruments - Sterilization Monitoring  If a spore test from your practice’s sterilizer suggests a sterilization failure, use OSAP’s flowchart to help you identify and correct problems with minimal disruption to the work schedule. 

Instruments - Instrument Cleaning Step by Step Checklist  Instrument Cleaning: A Step By Step Checklist is a handy reference to make sure your practice is cleaning its patient care items by the book. 

Instruments - Instrument Cleaning  Is your ultrasonic cleaner doing its job? Follow this checklist and take the foil test. Performed monthly, this simple, in-office test is quick and costs just pennies, yet it can identify problems with your unit that could compromise the sterilization process, and in turn, patient safety. 

Instruments - Seven Pitfalls  Seven Pitfalls of instrument processing are highlighted in this two-page description of consequences and prevention of pitfalls to help ensure having safe instruments for all patients. Each ‘pitfall’ makes a quick review at staff meetings.  

Instruments - Instrument Reprocessing This chart of Instrument Reprocessing: Options for Packaging and Heat-Sterilizing compares sterilization methods, time, temperature, biological monitoring and packaging materials compatible with the sterilization method employed.  Are your procedures on the mark?

Instruments - The Instrument Processing Room  This three-part descriptive checklist provides communication tips and reminders about instrument processing. A guide for the infection control coordinator to help keep the employer, the staff and patients informed of standard procedures for compliance.  

Instruments - Sterilization Stations   Use this checklist to establish five distinct “Sterilization Stations".  From receiving through sterile-instrument storage, make sure instrument processing workstations are stocked with everything needed for safe, efficient procedures. 

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OSHA - Hazardous Materials Inventory 

A Hazardous Materials Inventory ‘Fill-In’ Form to copy or print for use in the dental setting. Use this form to list all materials that contain a hazard warning statement on the original label. 

OSHA - Connect with Policies and Training A useful reference chart of OSHA required and CDC recommended workplace training 

OSHA - Set Your Course for Safe Dental Care Are you overdue to review and update infection prevention and safety documents? This two-page descriptive checklist will serve as a guide to the process. 

OSHA - A Visit from the Safety Inspector Are you prepared for an inspection from the Occupational Safety and Health Administration (OSHA), a State Dental Board examiner, or an attorney?  Measure your office's compliance with Best Safety Practices with this checklist. 

OSHA - Achieving OSHA Compliance Creating a written Exposure Control Plan is required under OSHA’s Bloodborne Pathogens Standard.  Two checklists help approach the plan one step at a time to prepare a customized document that meets regulatory requirements for safeguarding the health and safety of the dental team. 

OSHA - Staff Training This at-a-glance chart provides a framework of primary OSHA training requirements for dentistry. 

OSHA - Building a HAZCOM Program This checklist will help build a Hazard Communications (HAZCOM) program. Individual steps are identified to involve multiple team members in the process to make the task less daunting and to increase buy-in and compliance.

OSHA - Hazard Communication This Hazard Communication checklist examines the office hazard communication and general safety programs in order to comply with federal OSHA’s “Employee Right To Know” standard, to communicate information about hazards present in the workplace and appropriate protective measures. 

OSHA - Empower by Connecting with People What do those pictures on chemical labels mean? This useful ‘clip and save’ chart of Hazard Communication Standard Pictograms shows how to interpret warning pictures on product labels (such as toxicity, corrosive, health hazard, etc.).

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Patient Safety            

Patient Safety - Before Patient Treatment

This short checklist offers reminders related to taking precautions to prevent  latex allergies and sharps injuries.

Patient Safety - Special Patients A two-page descriptive checklist of practical tips and considerations when delivering dental care to medically compromised, elderly or disabled patients. 

Patient Safety - All Eyes on You - The Patient's Perspective Do you demonstrate appropriate infection control practices?  This checklist can help focus discussion at a staff meeting to develop a Standard Operating Procedure (SOP) to enhance patient confidence in infection control practices. 

Patient Safety - Who is Managing Your Safety Culture? How is the safety culture in your dental facility? Start the discussion and have everyone take this survey to estimate and score the safety climate in your office. An implementation guide offers suggestions on how to develop or improve a facility’s safety culture.

Patient Safety - Infection Prevention Procedures That Benefit Patients  This 2-page chart Infection Prevention Procedures that Benefit Patients is a reminder of how correctly performed infection prevention procedures protect patients. Use this tool to evaluate how your office measures up. 

Patient Safety - All Eyes on You   Use this checklist to assist in evaluation of the infection control practices in the office. Adapted with updates from: From Policy to Practice: OSAP's Guide to the Guidelines available at

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Surfaces - Clip and Save Chart

A “clip and save’ chart to review the infection control management of reusable dental operatory contact surfaces (fomites). 

Surfaces - Barriers or Disinfectant? Barriers or Disinfectant?  This ‘decision tree’ flowchart helps determine whether chemical disinfection or impervious barriers are best to use to manage contaminated equipment or materials and the steps to take to accomplish each. 

Surfaces - Reference Chart OSAP Surface Disinfectant Reference Chart -2006; identifies categories, brands, dilution, Tuberculocidal claim, and manufacturer.

Surfaces - Managing Environmental Surfaces This descriptive checklist reviews how to manage contamination of clinical contact surfaces either by covering them with surface barriers or by cleaning and disinfecting them between patients. A how-to picture chart offers quick reference.

Surfaces - Demystifying Disinfectants   This reference chart to is an aid to choosing disinfectants. The chart compares the performance characteristics of each chemical category to the specific needs of the dental practice. 

Surfaces - Surface Disinfectants for Dentistry This Surface Disinfectant Chart lists classifications of disinfectants, active ingredients, brands, kill times and temperatures, and total time to disinfect surfaces.  

Surfaces - Make and Keep Objects Safe for Use  Use the three tips in this “Did You Know?” list to help staff visualize three examples of cross-contamination that relate to everyday infection prevention tasks. 

Surfaces - OSHA Compliance  Use this chart of Modified CDC/Spaulding Classification of Contaminated Surfaces to review the risk of disease from contaminated surfaces, the difference between critical and semi-critical contaminated surfaces and how they should be cleaned. 

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Surgery - Infection Control for Oral Surgical Procedures

This checklist compares materials and devices used during routine dental procedures to those used during surgical dental procedures to ensure that patient care is safe. A second chart shows classifications and uses of devices or materials specific to oral surgery. 

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Waste - Managing Dental Office Waste Y or N

A “yes or no’ assessment for proper storage of hazardous waste (adapted from the National Institutes of Occupational Safety and Health) provides a guide to complying with EPA regulations for hazardous waste

Waste - Managing Dental Office Waste Although dental offices typically store minimal amounts of hazardous waste, this ‘how-to’ checklist will make the collection, storage and disposal of these materials as safe as possible for personnel and the environment. 

Waste - Safety is More Than Infection Control A checklist of steps to increase the level of safety for dental patients and for staff during use of radiation equipment and procedures, nitrous oxide, dental amalgam.

Waste - Safety is More Than Infection Control Checklist A representative list of products that are hazardous waste in dentistry is presented on this chart. These materials may be toxic, flammable, corrosive or reactive and are not to be discharged to the sewer, landfill or septic system. 

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