Free Downloads to Streamline Your Dental Operations
Download actionable resources to improve the performance of your team and practrice, improve your patient experience and enhance your skills as a leader.
Telephone Answering Sheet
Ensure you cover all important steps with this Telephone Answering Guide.
Dental Reception Telephone Scripts
Support your receptionist with these helpful scripts for common telephone caller management.
Instrument Count
Reduce the chances of losing expensive instruments and equipment through the steralisation process with this helpful resource.
Team Meeting Agenda
Give your Team Meetings additional structure with this templated agenda.
Mystery Shopper Questionaire
Getting a Mystery Shopper to visit your practice can provide extremely useful feedback, on both what you are doing well and what could be improved. Provide your Mystery Shopper with this questionnaire, which has been designed to give you great feedback yet is easy to complete.
Morning Huddle Template
Morning Huddles can become a crucial tool for your practice’s efficiency and productivity. Use this template as a guide for your Morning Huddles.
Agenda for Performance Review Meeting
Meeting agendas help put structure to your meeting and achieve progress. Use this agenda for when you meet with staff members to conduct a Performance Review.
Performance Review: Employee Preparation Survey
Give this survey to your team member to complete prior to their Performance Review. It can provide useful information about how your employees assess their own performance and understanding of what is expected of them.
Broken Appointment Letter
We understand the challenges you face when patients repeatedly break their appointments, fail to show up or arrive late.
To assist you in addressing this issue and encourage patients to manage their dental appointments more effectively, we have prepared a thoughtful letter that can be shared with these individuals.
Team Member Progress Assessment
Help team members gain clarity around their progressive improvement in performance.
Employer - Employee 360 Degree Feedback Survey
360-degree feedback allows all of us to grow. Use this survey routinely to ensure all that important but unspoken is revealed!
Role Descriptions for Dental Auxillary Positions
Download this document for a full list of all the responsibilities of each auxillary role in your practice. Terrific when creating Job Descriptions.
Onboarding New Employee Process
Ensure that you complete the essential tasks while introducing a new team member to your dental practice.
Team Culture Guide
Discover the power of a strong team culture with our Team Culture Guide tailored for dental teams. This comprehensive resource helps you assess your current team dynamics and implement strategies to create a vibrant workplace culture aligned with your practice’s goals.
Daily Cross-Check
The Daily Cross-Check ensures the accuracy of key areas such as wages of practitioners, correct accounting details in patient files and provide back-up processes to ensure notes are written for all patient treatments.
New Practitioner Checklist
This resource is perfect for onboarding new practitioners to your dental practice. It covers the essential tasks to introduce a new team member successfully, including getting their appointment books filled.
Root Cause Tool
Goal Achievement Plan WORKSHEET
Creat a strategic plan to achieve your practice goals with this worksheet. Includes trackign and montoring of your plan.