Documents « ePractice Manager | Focus on patients, not on running the office.

Articles

Course Document Downloads

301 - Reception & Scheduling Coordinator

Reception Duties

Appointment Tracking

Policy Statement Example

Office Policies Scripts

Efficient Appointment Setting

Guidelines for Look Ahead Meetings

Cancellations & No-Shows
341 - Basics of Human Resources

Personnel File Checklist

Employment Eligibility Verification Form (I-9) Example

Absenteeism & Lateness Example Policy

Employee Warning Record Example

Accident Report Form Example

Employee Status Change Example

Discrimination & Harassment Example Policy

Drug-Free Workplace Example Policy

OSHA Compliance Guide
345 - Recruitment & Hiring

Inquiries Chart for Hiring

Job Sites List

Group Interview Document Examples

Application Example

Interview Notes Form

Authorization for Release of Information Form Example

Criminal Background Check Authorization Form Example

In-Person Interview Questions

Applicant Evaluation Form

Questions for Previous Employer

Rejection Letter Example

Offer Letter Example
350 - Employee Onboarding & Orientation

Orientation/Onboarding Checklist

Orientation to Office Checklist

Personnel File Checklist
400 - Marketing Basics

New Patient Marketing Analysis

Patient Feedback Survey

New Patient Survey

Patient Satisfaction Survey
905 - Meetings

Daily Huddle Reference

Look-Ahead Meeting Reference

Staff Meeting Reference

Management Meeting Reference

Marketing Meeting Reference

Marketing for Practice Owners Tip Sheet

Owners Meeting Reference

Forms & Letters

Benefits of Electronic Referrals

Consent to Dental Treatment

Credit Card Billing Authorization

New Year Benefits Letter Template

Office Supplies Request Form

Patient Brochure Template

Patient Financial Policy Template

Referral Dismissal Letter Template

Refusal of Dental Treatment

Treatment Plan

Year End Benefits Letter Template

HR Forms

Recruitment Forms

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

Compensation Verification

Emergency Contact Information

Hiring Checklist

I-9 Form

New Hire Orientation Scavenger Hunt

Onboarding Checklist

Personnel Data Sheet

W-4 Form

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

Employee Handbook

Sample Employee Handbook PDF

Employee Handbook Template

Job Descriptions

A Sample Job Description In PDF Format

A Sample 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

Office Positions

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

Staff Member Job Description

Surgical Assistant Job Description

Treatment Coordinator Job Description

Writing ADA Compliant Job Descriptions

Procedure Guides

Dental Assistan 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

Patient Coordinator Procedure Guide

PR Marketing Coordinator for General Practices Procedure Guide

PR Marketing Coordinator for Specialists Job Aid

Schedule Coordinator Procedure Guide

Staff Member Procedure Guide

Surgical Assistant Checklists

Surgical Assistant Procedure Guide

Treatment Coordinator Procedure Guide

Office Policies

An Introduction to General Policy

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

COVID-19 TDA Policy

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

Inner Office Communication Policy

Interruptions Policy

Locking Office Policy

Lunch Break Policy

Mileage Log

Morning Huddle Policy

Office Chatter Policy

Office Cleanliness Policy

Office Etiquette Policy

Office Gossip Policy

Office Image Policy

Office Maintenance Policy

Office Schedule Policy

Office Supplies Policy

Personal Calls & Cell Phone Policy

Phone Answering & Etiquette Policy

Policy Acknowledgement

Practice Gift Policy

Professional Courtesies Policy

Sexual Harassment Policy

Smoking Policy

State Agency Inspection and Visitor Policy

Team Member Responsibilities Policy

Time Off Benefits Policy

Waste Basket Policy

Marketing

Case of the Quarter Newsletter

Conquest Marketing

Creative PRC Office Visit Ideas

Doctor Call or Meeting Discussion Points

Event Preparation Timeline

How Oral Health Affects the Rest of You

How to Implement a Referral Program

Introduction to Marketing

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

Patient Review Prompts

PR Calendar Events

Sample Mission Statements

Visiting Referring Practices

Referral Card Examples

Protocols

Appointment Sequence for General Practice

Appointment Sequence for Specialty Practice

Dental Assistant Handoff to Doctor Protocol

Hygienist Handoff to Doctor Protocol

Pizza and Protocols

Practice Meeting List

Proposal Protocol Email Template & Attachment

Training Academy

Virtual Consult Flow

Scripts

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

Documents

Dental Health

Human Resources

Training Resources

301 - Reception & Scheduling Coordinator

341 - Basics of Human Resources

345 - Recruitment & Hiring

350 - Employee Onboarding & Orientation

400 - Marketing Basics

905 - Meetings

Recruitment Forms

New Employee Forms

Existing Employee Forms

Referral Card Examples