In order to streamline the assessment process, a pre-visit questionnaire and dental office document review is performed prior to the actual site visit. The questionnaire and a copy of requested documents need to be available to the Director of Facility Assessments two weeks prior to the site visit.

The actual site visit consists of four parts:
observations of the functioning dental office and equipment;
review of relevant logbooks and other documents
discussion of processes and protocols with specific members and staff including:
privacy officer;
primary infection control person; and
individual staff on activities in the dental office.
Lastly a discussion with owners of preliminary facility assessment findings.

Observations of the functioning office and equipment should interfere minimally with patient care and staff duties. Similarly, a review of any additional relevant documents should only require a minimal amount of staff assistance. Depending on the size of the office, these parts may take a couple of hours to complete.

The pre-visit questionnaire will identify relevant personnel to discuss specific office processes related to privacy, infection control and responsibilities. Prior to the site visit, a mutually agreeable schedule to speak with specific staff members, the owners and office manager will be arranged to minimize inconvenience to patients. As part of the discussion, the Assessor will review initial findings and provide some initial suggestions based on the assessment.