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Scaling and Root Planing Remain Key to Successful Periodontal Therapy

High-quality instrumentation, effective self-care, appropriate reevaluations, and additional therapy are key to a successful periodontal treatment regimen.

This course was published in the September 2021 issue and expires September 2024. The author has no commercial conflicts of interest to disclose. This 2 credit hour self-study activity is electronically mediated.



After reading this course, the participant should be able to:

  1. Explain the roles of subgingival calculus and biofilm in persistent periodontal inflammation.
  2. Discuss limitations to traditional blind scaling and root planing (SRP).
  3. Identify determination criteria and approaches to therapy for sites that fail to adequately respond to traditional blind SRP.

Periodontal diseases are a worldwide public health burden.1 Undiagnosed, untreated or inappropriately treated periodontitis can have devastating effects on oral health, quality of life and overall health. The destructive effects and systemic impacts of periodontitis are the result of inflammation. Oral inflammation can cause tooth loss and has been linked to numerous systemic health problems. Inflammation results from the interaction of a host’s immune system and dysbiotic subgingival biofilms. Dysbioses are problematic disruptions of normal flora. Figure 1 and Figure 2 are scanning electron micrographs depicting typical subgingival biofilm. Dysbioses seem initiated by the interactions of certain microbes, such as Porphyromonas gingivalis and Filifactor alocis.2,3 Alternately Bartold and Van Dyke4 proposed that inflammation itself is responsible for controlling the composition of biofilms. Hajishengallis5 also discussed the concept that inflammation supports the growth of dysbiotic microbial communities. Regardless of which hypothesis is correct, dysbiotic microbial communities coupled with the host’s inflammatory response can result in degradation of the periodontium. 

The traditional first step in periodontal therapy involves eliminating subgingival biofilm and calculus to resolve periodontal inflammation. Success requires effective self-care and thorough subgingival debridement — including scaling and root planing (SRP) — that may need to be repeated over time. 

The goal of SRP is to remove subgingival calculus and biofilm.6 Numerous studies have confirmed the significant reduction of subgingival bacteria following SRP.7 Smooth or burnished calculus, circuitous periodontal pockets, irregular roots, and a lack of visibility make SRP a demanding procedure for even accomplished clinicians.

When performed effectively, SRP can reduce subgingival biofilm, clinical inflammation and probing depths. However, studies evaluating SRP effectiveness indicate that many teeth exhibit residual subgingival biofilm and calculus.8 Deeper probing depths, root concavities, grooves, restorative contours and furcation involvements reduce efficacy. As seen in Figure 3, the cementoenamel junction (CEJ) is a common site for residual calculus. No specific type of instrumentation has demonstrated consistent superiority, be it manual, ultrasonic/sonic, or lasers.9 The most important factors affecting SRP efficacy are operator experience, skill and training.

No treatments can completely eradicate all bacteria. Limited visibility, restricted access, tissue invasion of certain microbes, and inaccessible biofilm retained in surface irregularities all impact the effectiveness of treatment.10 Previously treated sites may also be reinfected by bacteria from untreated sites, saliva, epithelium of the periodontal pocket wall and/or oral and pharyngeal mucosa, and even other individuals.11,12 

Bacterial recolonization begins almost immediately following subgingival instrumentation.13,14 Posttreatment bacterial counts may reach pretreatment levels within a week.15 Initially, nonpathogenic microbes may replace periodontal pathogens.15–17 The intervals necessary for sites to return to pretreatment levels of subgingival microflora depend on disease severity, thoroughness of debridement, and supportive care.17 Thus, preventing the rebound of pathogenic bacteria requires meticulous self-care and repeated removal of subgingival biofilms at appropriate intervals. 

FIGURE 1. Early microbial colonization of root surface cavitation. Original magnification 2400x.
FIGURE 1. Early microbial colonization of root surface cavitation. Original magnification 2400x.


Essentially mineralized oral biofilm,18,19 calculus is porous, which allows bacteria to thrive on and inside it.19–21 The presence of subgingival calculus is strongly associated with inflammation in the soft tissue pocket wall and is an important factor in the development and progression of periodontitis.18,22,23 Subgingival calculus provides surfaces that are conducive to adherence and growth of biofilms.24 Calculus is a reservoir for endotoxins and microbial antigens;21,25 thus, its incomplete removal leaves a residuum that contributes to reinfection of the periodontal pocket and recurrence of periodontitis.25 


A root no longer protected by the periodontal ligament or junctional epithelium is readily colonized by bacteria that may, over time, result in mature biofilm and subgingival calculus. Exposed root surfaces are uneven and hypermineralized; as a result, lacunae, resorptive defects and mounds are common.

Bacterial lipopolysaccharide (endotoxin) penetrates and adsorbs to the roots of periodontally diseased teeth.26 Attachment loss also exposes cementum into which biologically active products can diffuse. Although weakly bound, endotoxin can wreak havoc on healing following inadequate periodontal treatment.27 Bench studies have demonstrated that removal of surface endotoxin via manual or ultrasonic instrumentation or by rinsing are all effective. Unfortunately, SRP alone does not fully eliminate endotoxins. Retoxification of treated surfaces may occur quickly, reinforcing the need to establish brief intervals between periodontal maintenance appointments. 


Ease of calculus removal is related to location, hardness, composition, mode of attachment, and instrument sharpness — factors that are mediated by biofilm and surface irregularities. Given the difficulties of removing subgingival calculus during SRP, debates regarding optimal instrumentation focus on manual versus ultrasonic and/or sonic instrumentation versus fine-grained, tapered finishing burs.28 A related debate centers on removal of residual cementum and underlying dentin by overly aggressive instrumentation of the root surface. Thus, clinicians often face a conundrum; namely, trying to blindly remove as much subgingival biofilm and calculus as possible seeking to achieve a smooth root surface, but without removing excessive amounts of tooth material. Such challenges led to the development of advanced instruments, such as the periodontal endoscope and videoscope.22,23,29,30 The use of periodontal endoscopes or videoscopes by a skilled clinician can reduce the need for traditional periodontal surgeries.31,32 Figure 4 depicts a view of retained calculus through a periodontal endoscope.

RE 2. View of typical subgingival biofilm. Original magnification 2000x.
FIGURE 2. View of typical subgingival biofilm. Original magnification 2000x.

Studies comparing manual to ultrasonic instrumentation with or without surgical flap reflection report no significant difference between the two.28,33 Research also reveals that neither method removes all subgingival biofilm.28,34 The combined use of curets and an ultrasonic scaler appears more effective than either method alone. Studies show that regardless of the type of instruments employed, experienced clinicians can be effective at removing subgingival calculus. Furcations, CEJ sites, interproximal root flutings, deeper pockets, and multirooted teeth are most likely to exhibit residual calculus following SRP. Better results are more likely when manual and ultrasonic instrumentation are combined, or when either is followed by subgingival powder air-polishing.34,35 Although ineffective against calculus, air-polishing using glycine or erythritol powders appears as effective as other approaches for removal of subgingival biofilms.35,36

Lasers are among the most recent additions to the armamentarium. Used either as monotherapies or as adjuncts, lasers have been used to mitigate SRP’s traditional inadequacies in the hope of increasing desired clinical outcomes.37 There is an absence of strong evidence supporting the effectiveness of lasers as adjuncts to SRP.7,38,39 More high-quality research is needed in this area.


Clinicians should strive to deliver periodontal maintenance that meets or exceeds the norm. In that effort, repeated reassessment is necessary to determine if different approaches are warranted. Assessment of nonsurgical therapy is complicated by three variables. First, removing all subgingival biofilm and calculus is demanding — and may be impossible. Second, detecting subgingival calculus is challenging. Third, the quality of self-care is inconsistent. Absent good self-care, it is difficult to determine whether persistent signs of inflammation are caused by supra- or subgingival etiologies.

Sherman et al40 looked at the detection of subgingival calculus via tactile perception. They reported a high false negative response (77.4%) when comparing clinical reports of calculus-free root surfaces versus low-magnification microscopic evaluation of those same surfaces. Tactile perceptions of the subgingival environment lack sensitivity, specificity and reproducibility. Put simply, if root calculus cannot be seen, it cannot be reliably detected. And even if detected, the inability to see the tooth surface offers no assurance the calculus has been removed. This often results in residual calculus and over-instrumentation (excessive removal of cementum or dentin — or both).

FIGURE 3. View of the cementoenamel junction showing calculus and biofilm deposits. Original magnification 300x.
FIGURE 3. View of the cementoenamel junction showing calculus and biofilm deposits. Original magnification 300x.

The interval between completion of nonsurgical periodontal therapy (i.e., SRP) and the first reevaluation appointment should be long enough to allow near-complete healing of treated sites. The connective tissues of an inflamed gingival lamina propria may require as many as 12 weeks of healing following SRP. Reevaluation is not an endpoint, but a waypoint. Additionally, reevaluation of any periodontal treatment, including SRP, requires a reassessment of the same clinical parameters used to diagnose disease and construct the original treatment plan.41 

Two important aspects of reassessment can be viewed in the context of research that revealed bleeding on probing is not a completely reliable prognostic indicator for subsequent attachment loss, and sites consistently free of bleeding on probing (the desired results of adequate SRP, combined with good self-care) will not incur subsequent attachment loss.42 This research provides an important clinical goal; however, the investigation was of limited duration, which further suggests the presence of persistent bleeding on probing bodes poorly for a site. 

Along the same lines, special attention must be focused on furcation involvements, particularly those with bleeding on probing. This is because such sites may experience rapid attachment loss. Long-term data reveal that furcation involvement approximately doubles the risk of tooth loss for molars over 10 to 15 years. In spite of this observation, most molars with a furcation involvement will respond favorably to periodontal therapy if adequately instrumented and in the presence of good self-care that result in consistent elimination of bleeding on probing. 

FIGURE 4. Endoscopic view of a 7- to 8-mm periodontal pocket. Endoscopy facilitates detection of and verification that subgingival calculus is removed from many deep pockets.
FIGURE 4. Endoscopic view of a 7- to 8-mm periodontal pocket. Endoscopy facilitates detection of and verification that subgingival calculus is removed from many deep pockets. Click here to view video.


Results of reassessment determine the next steps in treatment. This is likely to be periodontal maintenance or a second SRP at nonresponding, still-diseased sites. A second SRP is often more successful if performed using advanced instrumentation designed to improve operator visibility. The second SRP should be followed by another reevaluation appointment. If diseased sites persist at this appointment (generally assessed by the presence of bleeding on probing), the next step may be surgical intervention. 

Surgical treatment typically seeks improved access for removal of subgingival calculus and biofilm. Figure 5 depicts the limits to blind SRP, despite radiographs that show subgingival calculus. Here, the dental hygienist did a good job of blind SRP, but the nearby periodontium continued to display signs of inflammation upon reevaluation. Access surgery was performed. Note the discoloration at CEJ sites, suggesting retained calculus, as well as sheets of thin, brownish calculus on root surfaces apical to those debrided via blind SRP. Figures 6A and 6B depict a similar situation in a different patient.

Some surgeries may also employ regenerative technologies or tissue sculpting aimed at providing better support or tissue anatomy that is more easily maintained. Other surgical procedures may improve appearance and mitigate chronic pain. In recent years, minimally invasive surgeries have facilitated improved SRP and regenerative opportunities at some sites, but they necessitate use of advanced instrumentation that improves visualization and instrumentation. 

Like other chronic diseases, the ongoing nature of periodontitis requires meticulous reevaluations and modulation of subsequent care, including maintenance. The initial interval between maintenance appointments should be based on a patient’s risk for disease recurrence. Factors such as residual probing depths, persistent bleeding on probing, erratic or inadequate self-care, and failure to attend periodontal maintenance visits point to increased risk.43 

FIGURE 5. Residual calculus at the cementoenamel junction of a tooth exposed during crown lengthening surgery. The tooth has been partially prepared for a crown.
FIGURE 5. Residual calculus at the cementoenamel junction of a tooth exposed during crown lengthening surgery. The tooth has been partially prepared for a crown.

Unfortunately, many practices still adhere to a soft-tissue management protocol consisting of SRP, a four- to six-week reevaluation, and near-automatic assignment to a periodontal maintenance program with six-month intervals. Although this may succeed for a few patients and insurance companies, it will not work for most. Dockter et al44 reported that treatment of periodontitis in general dental practices varied little regardless of disease severity or risk of subsequent disease. They also reported the average number of periodontal maintenance appointments was fewer than what research suggests is appropriate for patients with moderate to advanced periodontitis. In fact, periodontal diseases are often not managed properly or in a timely manner.44,45 If clinical procedures, such as SRP, do not produce desired results, other therapies should be considered, as should referral to a specialist.

The effectiveness of SRP and patient-centered maintenance is supported by a 2015 American Dental Association-commissioned systematic review and clinical practice guidelines that ad­dressed the nonsurgical treatment of periodontitis with or without adjunctive therapies.7,46 On average, SRP is a remarkably effective treatment if executed with precision by skilled clinicians.

FIGURES 6A and 6B. Radiograph (A) and clinical photo (B) of residual calculus following scaling and root planing of a deep periodontal pocket.
FIGURES 6A and 6B. Radiograph (A) and clinical photo (B) of residual calculus following scaling and root planing of a deep periodontal pocket.


Based on published evidence, the following conclusions are reasonable:

Subgingival calculus and root surface irregularities are replete with biofilm composed of metabolically active bacteria.

Removing subgingival bacterial and calculus helps create biologically compatible root surfaces. Thorough and judicious root planing can eliminate such deposits. Endotoxin adsorbs to tooth surfaces, but is easily re­moved once deposits are eliminated. Numerous clinical studies have documented the beneficial effects of complete removal of subgingival calculus on the resolution of inflammation.34

Periodontal destruction appears related to the presence of calculus.19,20,22,23,25 

Effective SRP is difficult, especially in sites with deeper probing depths. It can often be performed well only by highly skilled clinicians who may need advanced instrumentation to ensure appropriate visualization of subgingival tooth surfaces.30,32,47 Additionally, effective SRP demands thorough calculus removal. Complete removal of subgingival cementum should not be a goal of periodontal therapy, but is often inevitable.33

Inflammation associated with periodontitis adversely affects not only the oral environment, but also systemic health. This observation reinforces the importance of effective SRP, high-quality self-care, appropriate reevaluations, and further treatment if indicated. The need for periodontal maintenance remains as long as patients have teeth (or implants). Initial maintenance intervals should trend toward too often, rather than too seldom — with an eye toward increasing maintenance intervals if clinical needs dictate.

Goals of SRP include complete removal of calculus and biofilm, smoothing root surfaces, eliminating bleeding on probing (which necessitates effective self-care), reducing probing depths, increasing clinical attachment levels, and eliminating inflammation, thereby reducing the systemic inflammatory burden. 

An astute clinician will treat periodontitis using appropriate instrumentation, monitor results of treatment via periodic reevaluations, and perform appropriate and timely treatments and retreatments of recurrent disease as needed.48 

Finally, SRP is one of numerous approaches available to arrest periodontitis and restore health. If a single session or multiple sessions of SRP do not achieve waypoints indicative of health and stability, other therapies must be provided — including referral to a specialist if indicated. 


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From Decisions in Dentistry. September 2021;7(9):25-28,31.

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