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Document & Template Library

As a subscriber, you will have access to an extensive library of documents, articles, scripts, policies, and templates – updated regularly with the most current information.

Below you will find the full list, with samples to download and view.

Articles

Annual Checklist Blog

AR benchmarking

Can I Discipline An Employee For Problematic Off-Duty Conduct?

Common Practice Abbreviations

Dental Practice Glossary

Guide to Case Presentation

How Oral Health Affects the Rest of You

Overtime

Poor Oral Health

Employee Handbook

Employee Handbook Template

Forms & Letters

Benefits of Electronic Referrals

Consent to Dental Treatment

Credit Card Billing Authorization

New Year Benefits Letter Template

Office Supplies Request Form

Patient Dismissal Letter Template

Patient Financial Policy Template

Photo Release

Referral Dismissal Letter Template

Refusal of Dental Treatment

Treatment Plan

Write Off Propsoal

Year End Benefits Letter Template

Human Resources
  • Existing Employee Forms

Accident Report Form

Employee Issue Documentation Example

Employee Status Change Form

Employee Warning Record

Exit Interview

Paid Time Off Request

Personnel File Checklist

Termination Record

  • Recruitment Forms

Compensation

Discrimination and Harassment Policy

Drug Policy

Employment Offer Template

In-person Interview Questions

Interview Notes

Phone Interview Screen Questions

  • New Employee Forms

Absenteeism and Lateness Policy

Background Check Authorization

Compensation Verification

Emergency Contact Information

Hiring Checklist

I-9 Form

New Hire Orientation Scavenger Hunt

Onboarding Checklist

Personnel Data Sheet

W-4 Form

  • Performance Review Forms

Accounts Coordinator Performance Review Form

Dental Assistant Performance Review Form

Financial Coordinator Performance Review Form

Hygienist Performance Review Form

Implant Coordinator Performance Reivew Form

Lead Surgical Assistant Performance Review Form

Office Manager Performance Review Form

Patient Coordinator Performance Review Form

PR and Marketing Coordinator Performance Review Form

Schedule Coordinator Performance Review Form

Surgical Assistant Performance Review Form

Treatment Coordinator Performance Reivew Form

  • Training Checklists

Assistant Training Checklist

Dental Assistant Training Checklist

Hygienist Training Checklist

Office Manager Training Checklist

PR Marketing Coordinator Training Checklist

Schedule Coordinator Training Checklist

Treatment Coordinator Training Checklist

Job Descriptions - Download Available

Accounts Coodinator Job Description

Dental Assistant Job Description

Dental Hygienist Job Description

Financial Coordinator Job Description

Implant Coordinator Job Description

Lead Position Addendum

Office Manager Job Description-General

Office Manager Job Description-Specialty

Patient Coordinator Job Description

Person of the day addendum

PR & Marketing Coordinator for General Practitioners Job Description

PR & Marketing Coordinator for Specialists Job Description

Schedule Coordinator Job Description

Surgical Assistant Job Description

Treatment Coordinator Job Description

Marketing
  • Marketing for All Practices

Conquest Marketing

How to Implement a Referral Program

Patient Review Prompts

Sample Mission Statements

  • Marketing for General Practices

Introduction to Marketing

Patient Brochure Template

Patient Exit Interview Questions_GP

  • Marketing for Specialists

Case of the Quarter Newsletter

Creative PRC Office Visit Ideas

Doctor Call or Meeting Discussion Points

Doctor letter

Event Preparation Timeline

Lunch & Learn Email Template

Lunch & Learn Survey

Lunch and Learn Invitation

Office Manager Group Networking Kickoff_Specialists

Office Manager Networking Survey

Patient Exit Interview Questions_Specialty

Perio Marketing Plan

PR Calendar Events

Rebrand

Tri-Fold Brochure Template Example

Visiting Referring Practices

Meetings - Download Available
Office Policies - Downloads Available
  • Sample Office Policies

Interruptions Policy

Lunch Break Policy

Meal Waiver

Professional Courtesies Policy

State Agency Inspection and Visitor Policy

Time Off Benefits Policy

  • Variations of Responsibilities of a Team Member

Responsibilities of a Team Member

Responsibilities of a Team Member with Disciplinary Consequences

  • Additional Policy Topic Samples

Call Monitoring & Recording Acknowledgement

Clock In & Out Policy

Company Christmas Party Policy

Company Credit Card Policy

Completing Tasks Policy

Confidentiality & Non-solicitation Policy

COVID-19 Policy & Procedures

Employee Birthday Policy

Employee Dress Code Policy

Employee Parking Policy

Employee Personal Work Vehicle Policy

Etiquette with Patients Policy

Executive Meetings Policy

Firearms & Weapons Policy

General Policy

Handling Upset Patients Policy

Locking Office Policy

Mileage Log

Morning Huddle Policy

Office Chatter Policy

Office Cleanliness Policy

Office Etiquette Policy

Office Gossip Policy

Office Maintenance Policy

Office Schedule Policy

Office Supplies Policy

Personal Calls & Cell Phone Policy

Phone Answering & Etiquette Policy

Policy Acknowledgement

Practice Gift Policy

Sexual Harassment Policy

Waste Basket Policy

Procedure Guides

Accounts Coordinator Procedure Guide

Addendum A Fee Schedule

Dental Assistant Chairside Daily Duties Checklist (Template)

Dental Assistant Procedure Guide

Dental Hygienist Procedure Guide

Financial Coordinator Procedure Guide

Lead Surgery Assistant Protocols

Office Manager Procedure Guide

Oral Surgery Assistant Responsibilities

Patient Coordinator Procedure Guide

PR Marketing Coordinator for General Practices Procedure Guide

PR Marketing Coordinator for Specialists Job Aid

Schedule Coordinator Procedure Guide

Surgical Assistant Checklists

Surgical Assistant Procedure Guide

Treatment Coordinator Procedure Guide

Protocols

Appointment Sequence for General Practice

Appointment Sequence for Specialty Practice

Dental Assistant Handoff to Doctor Protocol

Hygienist Handoff to Doctor Protocol

New Location Checklist

Pizza and Protocols

Proposal Protocol Email Template & Attachment

Training Academy

Virtual Consult Flow

Resources
  • Administrative

DocuSign_HIPAA_Compliance_Overview

Mobile Payment Options

Reasons to Outsource Insurance December 2018

  • Clinical

Needle stick report

OSHA requirments needlestick

SRP analysis

SRP guideline

Scripts - Download Available

Additional Appointments Script

Checkout Suggestions Script

Communicating with Patients About Keeping Their CC on File Script

Consequence of Non-Treatment Script

In-Out of Network Script

New Patient Inquiries Script

Patient Forms Script

Patient Intake Script

Patient Questions Regarding Implants Script

Patient Referral Program Script

Reducing Appointment Cancellations Script

Shopping Implants Script

Splitting Hygiene Appointments Script

Triage Script

Training on the Law of Conversion

Why Do I Need a Consultation Script

Common Questions for Accounts Coordinator

Common Questions for Assistants

Common Questions for Doctors

Common Questions for Financial Coordinators

Common Questions for Patient Coordinators

Common Questions for Schedule Coordinators

Common Questions for Treatment Coordinators