
Because there are a thousand different ways to obtain proper
tooth reduction, the question is often asked, which one is best?
Having a well developed rationale will not only answer the question,
but will also better serve the clinical needs of our patients.
Prep for Success, Preparation Rationale
The proper preparation rationale will provide guidance for
tooth reduction parameters, and include much more than just
making room for our preferred restorative material and margin.
It will include why we choose certain burs, how to best use them,
and the impact the decisions will have on our ability to:
- Safely eliminate disease
- Maintain strength and anatomic form
- Provide retention and resistance
- Allow for restorative material strength and aesthetics at the
margin, axially and occlusally
- Account for proper emergence profile
- Preserve and manage tissue
- Obtain an accurate impression
- Facilitate properly formed, lasting and retrievable temporaries
- Allow for proper restorative fabrication
- Remove the least amount of tooth structure required for
a biologically sound, comfortable and long lasting aesthetic
solution
The foundation of our rationale is to always approach a tooth
based on the best solution to satisfy the patient's clinical needs
regardless of our personal preferences. The outcome of our
efforts will be a completely Biocompatible Preparation.
Avoiding Square Pegs in Round Holes:
the Pre-Preparation Exam
Always trying to use the same margin design and material in
the same way would be the same as limiting our tool chest to
only square pegs and then forcing them into round holes. We
might be able to get them in the hole, but it won't provide the
best fit. Clinically, we can avoid this kind of debacle by performing
an open-minded "Pre-Preparation Exam."
As our starting point, the Pre-Preparation Exam gives us an
opportunity to reacquaint ourselves with what we are likely to
encounter during preparation with regards to:
- Periodontal status
- Supra- and subgingival tooth contours
- Occlusion

The Periodontal Status will include assessment of the biotype,
circumferential sulcus depth, attached gingiva, bone support,
bleeding, pocketing and inflammation. A circumferential
exam of equi- and subgingival tooth contours with an explorer
will help us understand how to best blend margin type and placement
with periodontal parameters, tooth configuration and
available tooth structure, and reassess if a periodontal referral is
warranted. For example, teeth with concavities or conical shapes
might not lend themselves to porcelain butt margins, while teeth
with divergent roots might be poor candidates for subgingival
chamfers. This information will help us reconcile the most
appropriate margin with the best possible restorative material.
Studying the occlusion will give us clues on how much occlusal
reduction will be needed to satisfy both function and material
strength, if occlusal reduction will cause short axial walls, and
whether there will be a need for more apical margin placement
(subject to our perio evaluation).
In summary, the Pre-Preparation Exam helps to match our
patients' periodontal status, tooth contours and occlusion to the
best combination of restorative material, margin design, margin
placement, and aesthetics. The exam helps assure that a patient
will receive the best possible result.
Pre-Preparation Exam: Is Periodontal
Status Bedrock or Sand?
I don't think anyone on Dentaltown demonstrates the periodontal
aspect of a Pre-Preparation Exam better than Dr. Danny
Melker. What makes Dr. Melker's insights so valuable? Instead of
taking a late-stage reactive approach, he advises early and more
predictable interceptive correction.
During our Pre-Preparation Exam we should look for early
clues of attachment and bone loss that could affect preparation
design, especially in areas of furcations and concavities. As Dr.
Melker has shown, we can more predictably provide long lasting
restorations and health by finding problems early in the disease
process, and correcting them before final preparation. To help
illustrate this, the top left photo of Fig. 2 shows what appears
to be normal and healthy conditions with teeth prepared and
temporized. Yet when uncovered we can see how the disease
process is in its early- to mid-stages. Acknowledging this problem,
restorative decisions were made to create a Biocompatible funnel
prep in the bifurcation. The patient now has an easier-to-clean
healthy solution that otherwise would have been a hopeless
plaque trap ending in tooth loss.
Other factors also play a role in determining preparation
options. Fig. 3 shows teeth with thin tissue, shallow sulcus, conical
shapes and traumatic occlusion. The Pre-Preparation Exam
would note that the thin biotype with shallow sulcus will not easily
tolerate preparation for subgingival margins and retraction
cord. The conical-shaped contours indicate that aggressive porcelain
butt margins would unnecessarily weaken teeth that are
already more brittle and fragile from occlusal trauma and erosion,
and might not remain predictably bonded. At the same time, the
abfractions need to be covered to prevent (the potential for) additional
abrasion and erosion. Complicating matters further, the
active occlusal trauma needs attention. The cuspid shows a great
deal of incisal wear, probably from parafunction. The exam might
conclude that posterior lateral interferences have accelerated
occlusal wear and abfractions. To address this we might need extra
occlusal reduction in select areas for lateral passageways that will
help eliminate posterior occlusal interferences and root flexure.
A Pre-Preparation Exam for the above would help us recognize
that biases for margin design, margin placement and preferred
restorative material might not be in this patient's best
interest. The most ideal approach would include periodontal correction
followed by conservative tooth reduction and good
occlusal clearance, all matched to a thin material that would be
both kind to the tissue and aesthetic. Below is an example of a
Captek crown with a metal collar over a feather margin. A
Biocompatible Preparation matched to Captek's .275mm substructure
and plaque reduction might be the perfect combination
for the patient in Fig. 3.
Summary, Preparation Rationale
The Pre-Preparation Exam prepares for a successful outcome
prior to tooth reduction. The exam helps you to better understand
which preparation design and material selection will be
best matched to the clinical conditions.
After accounting for periodontal considerations, margin
placement and design, occlusal reduction needs and aesthetic
demands, it is time to consider the type of burs to be used and
their management. The right combination will help us remove
the least amount of tooth structure and still provide a biologically
sound, comfortable, and long lasting aesthetic solution. This is
the essence of a Biological Preparation.
Prep for Success, Technique Rationale
I am privileged to visit many fine labs across the country
where I am often asked to review cases. Anecdotally, I estimate
that 50 percent of all lab cases have inadequate occlusal clearance,
another 50 percent are over-tapered, and 30 to 40 percent are too
short. Choosing the right burs for the situation and using them
correctly is what I refer to as Technique Rationale. A sound
Technique Rationale is crucial to fulfilling our Biological
Preparation Rationale and the ten points listed above.
Although margin and material requirements will help us
select the most appropriate burs, sometimes the burs we choose
are less important than how we use them. To help us gain every
advantage in their use it is best to consider both bur design and
bur dimensions.
The Technique Rationale works for all margin placements and
burs. Normally, my bur sequence would begin with the 1158 carbide
(for gross reduction). For me, this was followed by a large
modified chamfer, and then a smaller modified chamfer of the
same shape, depending on the clinical and material requirements.
I liked the 1158 because it gave predictable results. With a 1mm
diameter and a 4mm cutting length, I used it like a ruler to measure
depth cuts and axial height. Using it like a straight edge and
protractor helped me to reduce in planes, maintain axial inclination,
and keep axial walls parallel. A non cross-cut carbide, the
1158 has a rounded tip to help avoid tissue damage when
approaching the free-gingival margin. However, this is an aggressive
bur and might not be suitable for everyone. The same shape
and dimensions in a diamond would be less aggressive and just as
useful and predictable. I used the carbide to obtain 2 mm of
occlusal reduction and 1 mm of axial reduction. Final preparation
would net 1.5mm of axial reduction, and 2.5mm of occlusal
reduction. Keep in mind, G.V. Black advocated about 2mm of
reduction for an occlusal amalgam. I have found no problems with
reducing 2.5mm, occlusally.
Diamonds were used to smooth irregularities and place the
margin after gross reduction with the carbide. For Captek and
other PFMs, I prefer the modified chamfer over end-cutters,
shoulders and chamfers, which have a tendency to dive and
ditch. I found bevel and feather margins had a tendency to wander
and be uneven. The modified chamfer uses a semipointed
end to provide an easy-to-place and predictable sloping chamfer
that allowed me to place subgingival margins with less tissue
trauma. However, different diamonds should be used if a porcelain
butt, bevel or feather margin is better suited for the clinical
situation. Regardless of the diamonds used, the key bur for me
was my ruler and straight edge, the 1158 (see Fig. 4).
Diseased Tooth Removal
The first step after the Pre-Preparation Exam is to use the
1158 to remove diseased or redundant tooth structure. At this
stage, we should also place needed build-ups to assure proper
strength and form, and fill undercuts that are too large to be
prepped away. I would leave small undercuts until the very last
step to avoid possible over-tapering.
Occlusal Reduction
I suggest a change in thinking when addressing occlusal
reduction. Instead of occlusal reduction, or clearance, I suggest
thinking in terms of occlusal requirements, first for the clinical
situation, and second for the material to be used in the final
occlusal scheme. Keeping focused on clinical and material
requirements during occlusal reduction helps the lab provide
consistently stronger and longer lasting restorations.
Many believe optimum clearance is 1.5mm; however this
number varies. For example, a Captek occlusal metal island only
requires .6mm of thickness, while some zirconia crowns require
almost 2mm. There is also the need to factor in a material's
cement space. Captek might have 30 microns of occlusal cement,
while milled restorations might have up to 200 microns of
occlusal cement. Additionally, preparation clearance can be lost to
super eruption, condylar seating, or both. This means the best
way to allow for the proper occlusal thickness is: material thickness + cement thickness + .5mm interim occlusal clearance loss
(during temporization). Proper reduction also accounts for
occlusal grooves, making anatomic reduction mandatory.
After having removed decay, old fillings, redundant tooth
structure, and calculated material thickness requirements, I
would notch the buccal cusp arms 2mm. I would then sink the
1158 half-way (2mm) into the central groove and slide across its
entire mesial-distal length. I would then notch the lingual cusp
arms 2mm. The marginal ridges are left intact until the last step
of gross reduction. The photo shows a 335 (2 mm cutting length)
being used for buccal cusp notching, and an amalgam removing
bur being used for removing cusp arms (Fig. 5).
After the occlusal depth cuts, lay the bur lengthwise in the
buccal and then the lingual cusp-notches with the bur's tip at the
base of central groove's depth. Maintaining all incline angles,
slide the 1158 across the buccal occlusal surface and then the lingual
occlusal surface. An amalgam removing carbide with the
same dimensions as an 1158 is used in the photo. The result is a
wedge-shaped 2mm reduction of the occlusal surface.
Axial Reduction
After the occlusal reduction, make two or three mesial and
distal buccal axial wall depth cuts for bicuspids (three or four for
molars), all to the depth of the 1158's 1mm diameter (Fig. 7
shows an amalgam removing bur). All depth cuts extend from
the free-gingival margin occlusally without changing the axial
inclination while still parallel to the two or three buccal or facial
planes. Connect the depth cuts by sweeping the 1158 counterclockwise,
beginning from the occlusal and working apically
while remaining parallel to the buccal or facial plane angles.
Buccal and facial gross reduction should extend into the interproximal
areas parallel to the tooth without breaking the interproximal
contacts (Fig. 7).
Lingual reduction is always a challenge. It is difficult to see,
as water and saliva get in the way, and sometimes we have to fight
with the tongue. It's no wonder the lingual is considered the most
challenging area of our preps. You can avoid these problems by
first setting a non-spinning 1158 on the buccal aspect of the axial
wall. Then, without changing the angle, lift the bur and slide it
down the lingual wall until it touches the tissue. Raise the bur
slightly above the tissue without changing the angle and make an
axial wall depth cut, watching the occlusal for a 1mm depth of
cut. Make a couple more lingual depth cuts and carefully connect
them, using the same technique used on the buccal (Fig. 8, showing
an amalgam removal bur).
It is much easier to see the interproximal areas once the buccal
and lingual walls are reduced. Extending into but not through
the interproximal contacts leaves about 1mm of remaining tooth
structure. Pass the 1158 through the contact parallel to the tooth,
beginning at the top half of the contact, extending just short of
the tissue peak (Fig. 9).
Using the 1158 as a ruler, the gross reduction provides 2mm
of occlusal reduction and 1mm of axial reduction. Using the carbide
as a straight edge and protractor, the axial inclination remains
unaltered, the buccal and facial planes remain intact with parallel
axial walls (Fig 10).
Diamond Refinement
The first diamond is used only to smooth the irregularities left
by the carbide and is matched to the clinical needs of the situation.
If appropriate, use the first diamond to refine the margin to
the level of the free-gingival crest with a full shelf. Then, smooth
the axial walls in planes without changing the angles or removing
undercuts, and smooth the wedge-shaped occlusal table. A
tapered diamond is tilted away from the axial walls so as not to
allow its taper to alter the axial inclination. It is not used to create
draw. This diamond removed approximately .25mm of tooth
structure in all areas (Fig 11, a chamfer was used in the photo).
I would use a smaller version of the first diamond to refine
and finish the preparation, if going sub gingival. To assure proper
draw, place the diamond's shaft parallel to the axial inclination.
Allow the diamond's taper to create draw naturally without
"leaning" the bur. I would also use this diamond to eliminate
remaining undercuts, further smooth the occlusal table, and
round sharp edges. Because the diameter and tip are smaller than
the first diamond it is able to extend the margin subgingival with
less likelihood of injuring the tissue (Fig 12, a chamfer was used
in the photo).
The final diamond removed an additional .5mm of tooth
structure, producing a predictably consistent total reduction of
about 1.5mm axially, and about 2.5mm occlusally. The axial wall
taper would be about 10 to 15 degrees, and the occlusal reduction
was anatomical. A final polishing of the prep is a great way
to help the lab provide the best possible restoration.
Summary
Performing a pre-preparation exam helps to reacquaint us with
available tooth structure, root form, concavities, furcations, emergence
profile, occlusion, and periodontal needs. Assessing these
factors will help us decide which margin design will work best,
where the margin should be placed, and how much reduction we
will need in designing the most Biocompatible Preparation for the
best suited material(s).
Using the right burs for the job in the right way will help
prevent under-reduction and over-tapering. Performing gross
reduction with a straight rounded-tip carbide or diamond of
known dimensions will help assure proper reduction, axial
height, axial inclination and parallel walls. A generalized
Technique Rationale is:
- Notch the buccal and lingual cusp arms 2mm
- Drop 2mm into the central groove, moving mesial to distal,
leaving marginal ridges untouched
- Cut an occlusal wedge by moving the bur mesial to distal
with the bur tip in the base of the central groove and the bur
length in the base of the cusp notch
- Create 1mm axial depth cuts parallel to each axial plane,
2-3 for bicuspids, 3-4 for molars
- Connect the depth cuts by working counterclockwise from
the occlusal to the gingival margin
- Use the buccal axial wall to establish the lingual axial wall
reduction angle and depth cuts to prevent over-tapering
- Make parallel passes vertically through the interproximal
contact extending near but not into the tissue
The final touches are completed when the best diamond
choice is used to refine gross reduction, margin design and margin
placement. If a subgingival margin is required, a larger diamond
is used first to establish an equigingival shelf so that a
smaller diamond can safely refine the margin subgingival. When
the objective is an equigingival or supragingival margin it is possible
to use a single diamond. As a last step, polishing the prep will
help the lab assure the best fit possible.
Our patients are best served when we discard biases and match
the most Biocompatible Preparation with the most appropriate
restorative material. Doing so will help us provide the excellent
results our patients deserve
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