Welcome To The Dental Front Office Library!
You are In! Great!!
The Dental Front Office Library holds 20 absolutely FREE downloads for you. Customize them and make them yours. Every FREE download within individual blog posts and articles are here in this one location.
Come back and reference as often as you like. But, you may also want to check out the blog posts that talk a little bit more about these downloads and daily life at the dental front office.
Jump in and grab your downloads. Please feel free to customize and use them in your own dental practices and consulting services. And if anything doesn’t download well for you, please feel free to reach out to me. I’m happy to email you my PDF or Excel spreadsheet.
You may find that some downloads still contain an older email address. Please use the email address above or my contact me page.
Enjoy! And here’s to you and your team and better dental days ahead!!
Dental Front Office Daily Checklist outlines each work day with a time schedule and even a condensed version of my Weekly Management Systems. There will certainly be additional tasks to perform. But this is a great guide to help get you started. You can even create your very own Daily Dental Front Desk Checklist. If you are dentist or practice manager, it’s a great accountability tool. And if you are a dental administrative professional, this is a handy reminder. But will also help the practice if you should be out of the office for vacation or even an unexpected reason.
Dental Financial Agreements help keep the team on track when presenting treatment. Plus, it provides something for the patient to walk away with if they would like something in hand. Not to mention, you can add a pre-payment option for those patients who ask for some time of payment plan. It’s a great way to say “YES!”
New Patient Log is a very simple tracking system. You may want to develop this a little more to include whatever information is helpful to you. The main idea is to be aware of what calls are new patient calls. Because many new patient calls may be missed or misunderstood. Plus, we always improve and bring energy to those areas where we put our focus and attention. And who doesn’t want to attract more new patients and develop this a bit more?
New Patient Intake Form is a great form to customize and keep at the front desk. This will allow anyone who has been trained to help with the dental office phones to jump in and gather information as necessary. We definitely want resources to support the team in scheduling new patients readily available.
Handling Short Notice Reschedules is a powerful download. This is a great tool to create as a checklist for your dental front office team. And to share with the team at your very next team meeting. It’s just one big step in keeping your daily schedules most productive.
Hygiene Schedule Checklist is a quick printout of what productive hygiene schedules are made of. They don’t “just happen”. We definitely get out what we put into them. And here’s a list of how you can work to bring about the results you desire.
Dental Restorative Repair Kit helps you understand what is happening with an unproductive dental restorative schedule. If you find it increasingly difficult to reach your production goals or to maintain your restorative schedule, take a look at this download.
Insurance verification form is a great template to create your very own verification form. Dental insurance verification is an absolute necessity. Even when we use technology and automated systems to support our insurance verification work, there are still questions we must find answers for.
Short notice call lists keep our schedules humming along without open times. Just one more template to guide you in creating what works for you. Many software programs have an unscheduled or call list feature. Often, they don’t quite meet my requirements. But is another helpful tool to use.
Treatment presented vs treatment scheduled helps the team understand what is going on and what is needed. We can only schedule in a day the amount of treatment we present. And is everyone scheduling that we present treatment to? This is where these numbers help.
Dental patient refund letters should accompany every patient refund check. And this is a routine weekly happening. Or at least monthly! Sending patients their refunds as soon as we see them builds patient trust and keeps our receivables clean.
Dental patient overpayment refund is one more refund letter for patients. Because I’m a huge fan of pre-payment, this can lead to overpayment from patients. When this happens, I send a letter with refund checks.
Dental administrators are not trained dentists. This Dental Emergency Assessment Form supports the dental administrator in knowing what to ask the dental emergency patient. And then guides the team members on how to schedule said patient. Create your very own emergency assessment form to help your team.
Dental Front Office Monitors, Hygiene Monitors, and Receivables Monitors are an absolute must! We improve what we track. But if you don’t do any tracking right now, don’t try to get it all done from the start. Pick one monitor and maybe even just one or two numbers to track at first. I recommend at least tracking – total production – total collections – total new patients – total inactivated patients each month. Once you grow used to tracking and looking at these numbers each month, they truly do begin to talk to you. And numbers never lie! Have fun.
Unscheduled Treatment Email is my preferred method to reach patients with unscheduled treatment. And there are definitely automated systems that can help carry the load of this task. Here’s a great template to get you started.
Filling Hygiene ASAP is one of my favorite downloads. This is especially helpful for new dental administrators, team members filling in or helping out, and maybe even veteran team members will find some tips here they hadn’t previously considered.
Dental Insurance Write-Offs is the biggest cry for help I receive. And this excel spreadsheet is a great guide to help you create your own tool to help teach this to your team.
Dental Administrative Training Checklist is a checklist to help with training using the e-books, courses, and PowerPoint presentations available here. When you are ready to begin, you can purchase each item one by one, or you can save with various bundling options.
Ready to begin?