A pre-operative oral surgery assessment is the visit where your surgeon gathers everything needed to plan your procedure safely: your medical history and medications, a focused examination, diagnostic imaging, and a decision about the type of anesthesia that fits you and your procedure. It usually ends with clear instructions for the day of surgery. Knowing what the surgeon is looking for, and why, makes it easier to come prepared and to get the most out of the appointment.
At Legacy Oral Surgery Group, we believe an informed patient is a confident patient. Our team, led by Dr. Nancy Herbst, completes this assessment before procedures ranging from wisdom teeth removal to dental implants for patients at our Union City, Elizabeth, and Staten Island locations. This post explains what happens during the assessment itself. For a checklist of how to get ready in the days before your procedure, see our pre-surgical care instructions.
Why the Pre-Operative Assessment Matters
The American Association of Oral and Maxillofacial Surgeons (AAOMS) treats preoperative assessment as a critical part of oral and maxillofacial surgery. According to the AAOMS Parameters of Care chapter on patient assessment, a thorough patient evaluation provides the basis for determining patient-specific surgical and anesthetic risk, which helps minimize complications while optimizing care.
In practice, the assessment shapes nearly every decision that follows: how the procedure is performed, which type of anesthesia is appropriate, whether an office or hospital setting is the better fit, and what you need to do before and after surgery. It is a clinical evaluation, not a formality, and most of it falls into the parts described below.
What Happens at a Pre-Operative Assessment
Your pre-operative visit is designed to give your oral surgeon a complete picture of your health before any procedure takes place. Each part of the visit answers a different planning question.
A Review of Your Medical History
The assessment begins with a thorough review of your medical history. You will be asked about existing conditions, current medications, allergies, prior surgeries, and any past reactions to anesthesia or sedation. Conditions such as diabetes, heart disease, high blood pressure, sleep apnea, and bleeding disorders can all influence how a procedure is managed and which anesthetic approach is most appropriate. Being complete and honest during this step is one of the most useful things you can do for your own safety.
Based on your history and examination, AAOMS guidelines call for assigning every surgical patient an American Society of Anesthesiologists (ASA) physical status classification. This standard scale summarizes overall health, from a healthy patient to one with severe systemic disease, and it helps the surgical team gauge anesthetic risk and choose the safest setting for your care.
A Close Look at Your Medications
Your medication list deserves its own conversation, because several common drug types can change how a procedure is planned. These are the categories your surgeon will ask about most carefully.
- Blood thinners and antiplatelet drugs: These affect bleeding, and any temporary change is decided together with your prescribing physician, never on your own.
- Bone density medications: Antiresorptive drugs such as bisphosphonates, along with any history of radiation therapy to the head and neck, are factors surgeons weigh because of a rare jawbone healing complication.
- GLP-1 receptor agonists: AAOMS notes that these diabetes and weight-loss medications can delay stomach emptying and raise aspiration risk, so they may need to be paused for longer before anesthesia.
- Diabetes medications, supplements, and herbal products: Doses may need adjusting around fasting, and some supplements can increase bleeding.
Bring a complete, current list that includes over-the-counter drugs, vitamins, and supplements. Our article on medications that can interfere with oral surgery or implants covers these drug types in more detail.
Diagnostic Imaging and Physical Examination
After your medical history is reviewed, your oral surgeon will examine your mouth, jaw, and surrounding areas. This often includes diagnostic imaging such as X-rays or a cone-beam CT scan, which gives our team a precise, three-dimensional view of the treatment area. These images help identify factors that could affect surgical access, such as the position of a tooth, its proximity to nerves and the sinuses, and the amount and density of available bone. Our office uses digital imaging technology so that your surgical plan is based on the clearest possible data.
A Discussion of Your Anesthesia Options
One of the most important conversations during your pre-operative appointment involves anesthesia. Our sedation and anesthesia options include local anesthesia, nitrous oxide, and in-office IV sedation or general anesthesia, and for some facial and jaw reconstruction procedures or patients with complex medical conditions, we recommend general anesthesia in a hospital setting. Your medical history, your ASA classification, the nature of your procedure, and your personal preferences will all be considered when selecting the approach that is right for you. Our guide to local anesthesia, IV sedation, and general anesthesia compares these options side by side.
During this conversation, your surgeon will also ask about any prior reactions to anesthesia, review medications that may interact with sedation agents, and confirm that a responsible adult will be available to bring you home. We will walk you through everything in detail and answer any questions you may have, so there are no surprises on the day of your surgery.
Fasting and Escort Instructions
For IV sedation and general anesthesia, an empty stomach reduces the risk of aspiration, which occurs when stomach contents enter the lungs. AAOMS guidance, which follows ASA recommendations for healthy patients, describes minimum fasting periods of 2 hours for clear liquids, at least 6 hours for a light meal, and 8 hours for fatty or fried foods or meat. Your own instructions may be stricter. Unless our team instructs otherwise, we ask patients not to eat or drink for eight hours before a sedation appointment, except for essential daily medications taken with a small sip of water. Always follow the specific instructions you receive at your assessment.
AAOMS also states that patients should arrive with a responsible adult escort for discharge after surgery and anesthesia. If you receive IV sedation or general anesthesia, you will need someone to drive you home, and you should not drive or operate machinery for the rest of that day.
Pre-Surgical Instructions and What to Prepare
Before leaving your pre-operative appointment, you will receive clear instructions to follow in the days and hours leading up to your procedure. These typically include dietary guidelines, medication adjustments, and personal hygiene recommendations. Following these instructions closely reduces the risk of complications and helps your body recover more comfortably. Our patient resources are also available to help you feel prepared every step of the way.
Questions Worth Asking at Your Assessment
The assessment is also your chance to ask questions. Patients often find it helpful to ask which type of anesthesia is planned and why, how long the procedure is expected to take, which medications to take or pause and for how long, when to stop eating and drinking, what recovery usually looks like for the first few days, and when to call the office after surgery. Writing your questions down before the visit makes it easier to remember them in the moment.
If anything about your health changes between the assessment and your surgery date, such as a new medication, a recent illness, or a fever, let our office know right away. Changes like these can affect your anesthesia plan, and in some cases the safest choice is to reschedule.
Schedule Your Pre-Operative Assessment at Legacy Oral Surgery Group
Knowing what lies ahead in your upcoming oral surgery procedure is a powerful way to ease anxiety, and our team is committed to making every stage of your care as smooth and transparent as possible. Whether you are preparing for wisdom teeth removal, dental implants, or another procedure, we are here for you before, during, and after your surgical experience.
With Dr. Herbst’s more than 25 years of experience and a team built on compassionate, patient-centered care, Legacy Oral Surgery Group is equipped to guide you with confidence. Our office staff can also help with insurance and financing questions and paperwork so that your focus stays on your health and recovery. To get started, contact us today to schedule your pre-operative consultation.
Frequently Asked Questions About Pre-Operative Oral Surgery Assessments
Is the pre-operative assessment the same as a consultation?
They often happen at the same visit. During your consultation, your surgeon reviews your health history, examines the treatment area, takes or reviews imaging, and discusses anesthesia, and our team reviews a pre-operative checklist with you so you know exactly how to prepare.
What should I bring to my pre-operative appointment?
Bring a photo ID, your insurance card, any completed patient forms, a complete list of your medications and supplements with doses, any referral or imaging from your dentist, and a written list of your questions. If you see other doctors for medical conditions, their contact information is also helpful.
Can I eat before oral surgery with sedation?
Not within your fasting window. Unless our team instructs otherwise, we ask patients not to eat or drink for eight hours before IV sedation or general anesthesia, except for essential daily medications with a small sip of water. Fasting lowers the risk of aspiration, so follow the specific instructions you receive at your assessment.
Should I stop taking my blood thinner before oral surgery?
Do not stop or change any medication on your own. Whether a blood thinner needs any adjustment depends on the specific medication, your medical condition, and the procedure planned, and when a change is needed, your oral surgeon will coordinate the decision with the physician who prescribed it.
Why does my oral surgeon need to know about GLP-1 or bone density medications?
GLP-1 medications used for diabetes or weight loss can slow stomach emptying, which raises aspiration risk during sedation, so they may need to be paused for longer before surgery. Bone density medications such as bisphosphonates can affect how the jawbone heals, which may change how a procedure is planned.
Do I need someone to drive me home after oral surgery?
Yes, if you receive IV sedation or general anesthesia. A responsible adult should bring you to and from your appointment, because the effects take several hours to wear off. Patients who receive only local anesthesia or nitrous oxide may be able to drive, and your surgeon will confirm this at your assessment.
About the Author
Owner, Legacy Oral Surgery and Implants
Dr. Nancy Herbst has more than 25 years of experience and is the owner of Legacy Oral Surgery, which opened in 2011. She trains residents at Newark Beth Israel Medical Center and Jersey City Medical Center.