Documents

Annual Checklist

AR benchmarking

Case Presentation Overview

Common Practice Abbreviations

Dental Practice Glossary

Employee Disciplinary Process

Guide to Case Presentation

Hiring Best Practices

How Oral Health Affects the Rest of You

HR Techniques to Strengthen Your Practice

Hygienist Incentives Overtime

Poor Oral Health Handout

Separation

Six Ways Gum Disease Can Lead to Major Health Problems

Employee Handbook Template

AO4

Agreement

Benefits of Electronic Referrals

Consent to Dental Treatment

Credit Card Billing Authorization

Employee Training Request Form

Insurance Fee Increase Request

Insurance Verification

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 Form

Year End Benefits Letter Template

Existing Employee Forms

Termination Record Personnel

File Checklist

performance improvement plan

Paid Time Off Request

Exit Interview

Employee Warning Record

Employee Termination Checklist

Employee Survey

Employee Status Change Form

Employee Issue Documentation Example

Accident Report Form

New Employee Forms

W-4 Form

Personnel Data Sheet

Onboarding Checklist

New Hire Orientation Scavenger Hunt

I-9 Form Hiring Checklist Emergency Contact Information

Compensation Verification

Background Check Authorization

Absenteeism and Lateness Policy

• Performance Review Forms

Treatment Coordinator Performance Review Form

Surgical Assistant Performance Review Form

Schedule Coordinator Performance Review Form

PR and Marketing Coordinator Performance Review Form

Patient Coordinator Performance Review Form

Office Manager Performance Review Form

Lead Surgical Assistant Performance Review Form

Implant Coordinator Performance Reivew Form

Hygienist Performance Review Form

Financial Coordinator Performance Review Form

Dental Assistant Performance Review Form

Associate Performance Review Form

Accounts Coordinator Performance Review Form

• Recruitment Forms

Phone Interview Screen Questions

Management Interview Questions

Interview Notes

Indeed Hiring

In-person Interview Questions

Hiring

Hiring Test Assessments

Employment Offer Template

Employment Offer Template

Discrimination and Harassment Policy

Surgical Assistant Job Description

Treatment Coordinator Job Description

Schedule Coordinator Job Description

PR & Marketing Coordinator for Specialists Job Description

Sterilization Technician Job Description

Patient Coordinator Job Description

Person of the day addendum

PR & Marketing Coordinator for General Practitioners Job Description

Office Manager Job Description-General

Office Manager Job Description-Specialty

Implant Coordinator Job Description

Financial Coordinator Job Description

Lead Position Addendum

Dental Assistant Job Description

Dental Hygienist Job Description

Accounts Coodinator Job Description

• Marketing for All Practices

Sample Mission Statements

Referral Program Implementation

Rebrand

Patient Review Prompts

• Marketing for General Practices

Patient Exit Interview Questions_GP

Patient Brochure Template

Marketing Ideas for a General Practice

• Marketing for Specialists

Visiting Referring Practices

Tri-Fold Brochure Template Example

Referring to an Oral Surgeon

Referring to a Periodontist

PR Calendar Events

Perio Marketing Plan

Patient Exit Interview Questions_Specialty

Office Manager Networking Survey

Office Manager Group Networking Kickoff_Specialists

Lunch and Learn Invitation

Lunch & Learn Survey

Lunch & Learn Email Template

Event Preparation Timeline

Doctor letter

Doctor Call or Meeting Discussion Points

Creative PRC Office Visit Ideas

Case of the Quarter Newsletter

Daily Huddle

Look Ahead Meeting

Management Meeting

Marketing Meeting

Owner's Meeting

Staff Meeting

• Sample Office Policies

Time Off Benefits Policy

State Agency Inspection and Visitor Policy

Recording Work Hours Policy

Professional Courtesies Policy

Practice Gift Policy

Phone Answering & Etiquette Policy

Personal Calls and Cell Phone Policy

Office Supplies Policy

Mile Log

Meal Waiver

Locking Office Policy

Interruptions Policy

Handling Upset Patients Policy

Firearms & Weapons Policy E

tiquette with Patients Policy E

mployee Personal Work Vehicle Policy Emp

loyee Parking Policy Employee

Birthday Policy Dr

ug Testing Policy Complet

ing Tasks Policy Comp

any Holiday Party Policy

Company Credit Card Policy C

lock In & Out Policy Call M

onitoring Recording Acknowledgement

• Variations of Responsibilities of a Team Member

Responsibilities of a Team Member v2

Responsibilities of a Team Member v1

Surgical Assistant Checklists

Oral Surgery Assistant Responsibilities

Lead Surgery Assistant Protocols

Fee Schedule

Dental Assistant Chairside Daily Duties Checklist

Comprehensive Procedure Guide for Specialists

Comprehensive Procedure Guide for General Dentists

Appointment Sequence for General Practice

Appointment Sequence for Specialty Practice

Dental Assistant Handoff to Doctor Protocol

Health History Interview Protocol

Hygienist Handoff to Doctor Protocol

New Location Checklist

Patient Intake

Pizza and Protocols

Proposal Protocol Email Template & Attachment

Training Academy

Virtual Consult Flow

• Administrative

Research and Development Tax Credit

Patient Financing

Mobile Payment Options

Medical Billing Training DocuSign_HIPAA_Compliance_Overview

Coding Article

AI Platforms for Patient Documents

• Clinical

SRP guideline

SRP analysis

OSHA requirments needlestick

Needle stick report

daance_handbook

Additional Appointments Script

Checkout Suggestions Script

Common Patient Questions

Consequence of Non-treatment Script

In_Out of Network Script

New Patient Inquiries Script

Patient Forms Script

Patient Questions Regarding Implant Questions Script

Patient Referral Program Script

Reconsult Script

Reducing Appointment Cancellations Script

Shopping Implants Script

Training on the Law of Conversion

Triage Script

Virtual Consult Appointment

Virtual Consult Introduction Script

Why Do I Need a Consultation Script

Year End Benefits Letter Template

Write Off Propsoal Form

Treatment Plan

Refusal of Dental Treatment

Referral Dismissal Letter Template

Photo Release

Patient Financial Policy Template

Patient Dismissal Letter Template

Office Supplies Request Form

New Year Benefits Letter Template

Insurance Verification

Insurance Fee Increase Request

Employee Training Request Form

Credit Card Billing Authorization

Consent to Dental Treatment

Benefits of Electronic Referrals