I. Introduction

• The Phase 1 debond checklist is completely different from the comprehensive/Phase 2.
• Many clinicians either under-bake (raw) or overdo (burnt) Phase 1.
• Poorly done Phase 1 can lead to board complaints or refund requests, especially if another provider catches the mistakes.

II. The Goal of Phase 1

• Fix the bite, habits, and myofunctional issues.
• Set up the foundation so that permanent teeth (3s, 4s, 5s, 7s) have space to erupt.
• No guarantees that every tooth will come in perfectly, but you must create the space.

III. The Debond Checklist

• Upper and lower 2-2 (7-10) should be erupted, aligned, and in proper occlusion.
• There should be a small overjet – no anterior tooth-to-tooth contact.
• If Cs (canine primary teeth) are still present, there must be space around them for the permanent canines.
• No vaulted palate – palate should be remodelled (RPE or IPE done).
• No crossbites (anterior or posterior). The upper arch should be about half a tooth wider than the lower.
• No crowding. Over-expand rather than under-expand extra space is fine.
• No anterior open bite (AOB) or posterior open bite (POB). Back teeth should touch.
• Vertical overlap: see 10-60% of lower incisors – no deep bite.
• Nasal patency and oral habits must be addressed (myo/ENT clearance obtained before starting).

IV. The Retention and Recall Period

• Retention after Phase 1 is often unnecessary – children outgrow retainers quickly.
• Have upfront conversations about what is included (retainers, recalls).
• Keep patients on tight recall every 3 – 6 months between Phase 1 and Phase 2 – these visits are included in the fee, so charge appropriately.
• Good recall keeps patients from going elsewhere for Phase 2.

V. The Bottom Line

• Phase 1 is done when the bite is corrected, space is created, and airway/myo issues are managed.
• Document everything. Get specialist clearances in writing.
• Don’t rush. A proper Phase 1 prevents liability and makes Phase 2 easy.