Documents

• Recruitment

  Employer Hiring Checklist

  Employment Offer Template

  In-Person Interview Questions

  Phone Interview Questions

  Interview Notes Form

  Drug Policy

  Discrimination Policy

• New Employees

  Hiring Checklist

  Onboarding Checklist

  W4 Form

  I-9 Form

  Orientation Checklist

  Personnel Data Sheet

  Emergency Contact Form

  Compensation Verification

  Absenteeism Policy

• Existing Employees

  Accident Report

  Employee Status Change Form

  Personnel File Checklist

  Time-Off Request

  Warning Record

  Exit Interview

  Termination Record

  Issue Documentation Example

• 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

Dental Health

Poor Oral Health Linked to 75% Increase Of This Deadly Cancer
(CW Headly, June 24th 2019, Ladders)

How Oral Health Affects The Rest Of You
(Joseph Hooper, Men's Journal)

Human Resources

Can I Discipline An Employee For Problematic Off-Duty Conduct?
(ADP, September16th 2019)

Training Resources

Annual Checklist

AR Benchmarking

Benefits of Electronic Referrals

CDC Dental Settings Requirements 4-27-2020

CDC COVID 19 Summary

COVID 19 Safety Information

Creative PRC Office Visit Ideas

Dental Practice Glossary

Event Preparation Timeline

Guide to Case Presentation

How Oral Health Affects the Rest of You

How to Implement a Referral Program

Introduction to Marketing

Lunch and Learn Flyer

Lunch and Learn Invitation

Lunch and Learn Survey

Office Manager Group Networking Kickoff_Specialists

Office Manager Networking Survey

Patient Review Prompts

Patient Exit Interview Questions

PR Calendar Events

Referring Doctor Letter Template

Referring to an Oral Surgeon

Referring to a Periodontist

Visiting Referring Practices

Pizza and Protocols

Appointment Sequence for General Practice

Appointment Sequence for Specialty Practice

Dental Assistant Handoff to Doctor Protocol

Hygienist Handoff to Doctor Protocol

Proposal Protocol Email Template & Attachment

Training Academy

Virtual Consult Flow

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