| 1 · Confirm and consent | Establish root integrity, pulp status, full-mouth periodontal status and restorability; agree a staged plan with the patient. | Treatment is slow, costly and less predictable than either discipline alone. The staged approach gives the patient clinical and financial checkpoints. Where root damage is confirmed and the prognosis is hopeless, extraction discussed now is kinder than extraction after two years of treatment. |
| 2 · Root canal treatment | Non-surgical root canal treatment, commonly over two visits with a calcium hydroxide interim dressing; sodium hypochlorite irrigation within the usual concentration range, optionally with a final chelator rinse. | Removing the intracanal source lowers the bacterial and inflammatory load that cross-seeds the pocket. Two-visit treatment with an intracanal dressing has been associated with better periodontal outcomes than single-visit treatment, so a single visit is not the default here. In a vital tooth with bone loss to the apex, elective root canal treatment may improve periodontal outcomes — preliminary evidence, and a judgment call. |
| 3 · Subgingival instrumentation | Targeted subgingival professional mechanical plaque removal of the involved pocket, using ultrasonic tips at low-to-medium power; oral hygiene and risk-factor control (smoking, glycaemic control) in parallel. | Ultrasonic instruments are preferred over hand curettes to spare cementum and the chance of ligament reattachment. The ideal interval after endodontic treatment is not established; concurrent treatment, or instrumentation within about three months, has been associated with better outcomes than a long delay. Systemic antibiotics have not been shown to improve outcomes and are reserved for systemic involvement. |
| 4 · Reassess after a healing interval | Re-probe and re-image after at least three months; repeat pulp testing if the pulp status was doubtful. | Pockets that close to 4 mm or less without bleeding move to supportive periodontal care. Pockets that remain deep and bleed, or a radiolucency that has not begun to shrink, are the trigger for the next stage — not for another round of the same treatment. |
| 5 · Surgery for what does not resolve | Open-flap debridement, regenerative techniques in contained two- and three-walled defects, root resection or hemisection where one root of a molar is beyond saving; apical surgery only when the endodontic component cannot be managed non-surgically. | Most reported survival data come from surgically managed cases and are encouraging, but more than half of long-term survivors were splinted. Grade 2 and 3 lesions are the ones most likely to need this stage, and referral to a clinician with regenerative and microsurgical training is reasonable once that is foreseeable. |
| Root-damage pathway | Perforation: debride and disinfect the site, repair with a bioceramic putty, then treat the pocket. Crack: root canal treatment, composite bonded into the orifices below the crack, prompt full-coverage crown. Resorption: root canal treatment with internal or surgical repair according to access. | Outcomes from lesions without root damage do not transfer to these teeth. Perforation repair in the presence of a pocket has been reported to succeed well at two years but to decline substantially over the following decade, so long-term review is part of the plan. Cracked teeth treated without a full crown are far more likely to be lost. Intentional replantation is not a predictable first-line option. |