Second Opinion Workflow Checklists

Doctor

Hygienist

Dental Assistant

Admin / Front Office

RoleDoctor

0 of 0 complete

One-time setup

Bookmark SecondOpinion.hellopearl.com on all operatory computers Article ↗

Drag the URL to the bookmarks bar or desktop — everyone in the practice shares the same login

Customize interface settings to match clinical preferences Article ↗

Settings → Customize Interface → set bone level thresholds (moderate: 2.5mm default, severe: 4mm default)

Suppress any pathologies not relevant to your workflow (e.g. posterior PAs)

Set Image Enhance level: 4–5 recommended for bitewing/PA; 1–2 for panorex

Add office name so it appears on patient printouts

Before each patient

Open Second Opinion and locate the patient Article ↗

Search by patient name, ID, or x-ray date from the home screen

Select the most recent radiograph series — AI findings load automatically within seconds

During the exam

Review AI findings as a second read on every radiograph Article ↗

Check pathology indicator dots: green = calculus, yellow = incipient caries, dark pink = progressed decay, purple = notable margins, blue = periapical radiolucency

Click into individual images — review caries depth category (E1–E2, D1–D3) and penetration % relative to pulp

Review bone level measurements: green = healthy, yellow = moderate, amber = advanced (>4mm)

Press spacebar or toggle the AI viewer to compare annotated vs. clean view

Edit findings to reflect clinical judgment Article ↗

Remove: hover over the detection → click the eye icon to hide it

Add: use the Edit tool → freeform outline trace for caries or periapical radiolucency annotations

Present findings to the patient using Tooth Parts and AI annotations Course ↗

Toggle on Tooth Parts — color-coded anatomy helps patients visualize what was found and why treatment is needed

Say: "The AI identified something I want to review with you — let me show you on your own X-ray." Never say "The AI diagnosed you with…"

Use the A/B feature to compare current vs. prior radiographs for longitudinal case discussions

Use PHI toggle to hide patient details when the screen is visible to others

Print annotated x-rays for the patient and for insurance claim submission Article ↗

Select Printout from the image header → choose FMX, BWX, or individual image → toggle pathologies → export PDF or JPG

RoleHygienist

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Before each patient

Pull up Second Opinion and load the patient's most recent radiograph series Article ↗

Have images ready before the doctor enters for the exam

Review the pathology indicator dots — note calculus, bone level flags, and any caries findings

During the appointment

Use AI findings to support perio and hygiene conversations with the patient Article ↗

Show bone level measurements to support active periodontal disease discussions — show, don't just tell

Show calculus detections to reinforce oral hygiene education

Flag incipient caries findings for early disease discussion before the doctor exam

After the doctor presents, reinforce findings using Tooth Parts Course ↗

Toggle Tooth Parts to visually walk the patient through what was found — AI confirmation builds trust and improves case acceptance

Send the patient home with printed x-rays and homecare instructions Article ↗

Print annotated x-rays with relevant pathologies toggled on — reinforces findings and supports homecare compliance

RoleDental Assistant

0 of 0 complete

During patient setup

Bring up the patient's x-rays in Second Opinion during setup Article ↗

Search by patient name, ID, or x-ray date → select the most recent series

AI findings load automatically — review what's flagged before the doctor arrives

Use ImageCheck to verify diagnostic quality on all radiograph captures Article ↗

Suboptimal image quality reduces AI detection accuracy — verify before the doctor reviews

Review AI indicator dots and anticipate treatment needs

Check pathology dots on image thumbnails — note caries severity, bone levels, and existing restorations

Prepare the room and instruments with better anticipation of what the doctor may recommend

After doctor recommendation

Use Tooth Parts on the chairside monitor to educate the patient Course ↗

Toggle Tooth Parts while the patient is still in the chair — walk through what the AI detected, color-coded by finding type

Show the finding on the patient's own radiograph — visual evidence builds trust in the recommendation

Print annotated x-rays to send home with the patient Article ↗

Select Printout → choose relevant images → toggle pathologies on → export PDF

Printed findings reinforce the doctor's recommendation after the patient leaves

RoleAdmin / Front Office

0 of 0 complete

One-time setup

Bookmark SecondOpinion.hellopearl.com on all front office computers Article ↗

Drag the URL to the bookmarks bar and desktop for quick access

Insurance & claims

AI-annotated x-rays from Second Opinion provide well-documented clinical findings that support faster pre-auth approvals and cleaner claim submissions.

Use annotated x-ray printouts for claim submission and appeals Article ↗

Navigate to the patient → select Printout from the image header → choose FMX, BWX, or individual image → toggle relevant pathologies → export as PDF

Confirm chart documentation is complete before submitting claims

AI-annotated images fill documentation gaps that slow down billing and pre-authorization

Patient communication & scheduling

Use AI-documented findings to support patient treatment conversations at checkout

Visual evidence reduces patient confusion and back-and-forth at the front desk

Patients who understand their diagnosis schedule — AI findings reduce cancellations rooted in uncertainty

Send annotated x-ray printouts home with patients Article ↗

Reinforces treatment recommendations and supports follow-through on scheduling