Start with the records. Before designing anything I check that the scan is readable, that the bite makes sense, and that the implant positions will actually carry the design being asked for. When one of those is wrong it is worth a message before the design, because a remake after it costs more.
Then design to the outcome: what the case will be made in, how it will be seated, where the screw access needs to land, and what the clinician has to see to approve it. Preview renders go back for sign-off before anything is finalised.
I still teach, so if your lab is moving onto Millbox, SUM3D or exocad and needs the design work and the people trained together, that is one conversation rather than two. Say so and I will walk through the whole workflow instead of one case.