Document Your Dental Business in Detail
Dental Office Manual Template

Great Beginnings
Introduce your practice. Include photos if you like. Welcome team members and share a bit about your doc(s). Even add their photos. And their bio as well.
Share the doc’s vision and mission statements with the team. Include the practice culture and what matters most for the team. (formatted with examples to customize)
The introduction as written emphasizes the “team” factor. And the importance of each and every team member and their roles in the success of the practice.
With an outline for each specific role and their individual responsibilities. Customize and update the template for your specific practice needs. (examples included)


Contains solid administrative and front desk templates.
Because this is my area of expertise and strength.
Templates include:
- Phone Scripts
- Patient Check-in & Check-out
- Billing & Patient Account Management
- Weekly Management Systems
- Managing Short-Notice Reschedules
- Dental Insurance
- Patient Account Management
- Chart Notes & Abbreviations
- & So Much More!!
With room for your notes on how to set-up hygiene and restorative treatment room. How to set up trays for specific procedures (add photos too!). How to break down a room. And outline your sterilization process.



How to Use This Document
For Your Team
I recommend that you download and to your computer. Then upload to your Google Drive. Create a Google Document you can manage there. Edit your document. Add photos. And keep it safe while you work it out.
Consider adding team members as editors to the document to help you build it. Especially those who have been with you for a while. And may know some steps and systems you are not quite sure of.
Share when you are ready! And update as you need to. If you are not quite ready for an on-line tool and technology to support your team, this is a great start!
Save Tons of Time & Money!
This Dental Office Operational Manual Download is FREE within my E-Book Bundle, Membership, or when you sign up for a 7-day FREE Trial of Trainual here.
Today is Your Day!
If you are looking for an affordable and simple way to document your business or even just your administrative systems, this is for you!
This document literally saves you dozens of hours in outlining and creating an office manual from scratch. Because it’s a plug and go kind of template. Customize and change anything you want.
Not to mention all the money you’ll save in practice management and administrative tips and techniques packed inside, as well!


Describe Your Business in Detail
From how to unlock the doors at the beginning of the day, to how to break down an operatory.
Team members burn out quickly when they are training new team members. And we often hire experienced dental office professionals because we want to spend less time training.
However, every dental practice is very different. And it’s just not true. We just train differently with our experienced new hires.
Reduce the man-power and burnout. Empower your team. Grow your business. I’ve made it so much easier for you!


Define Processes and Systems
Train the team in how to do all those things you need them to do. Process by process and step by step.
That includes answering the phones, greeting patients, reaching out to unscheduled patients, confirming appointments and so much more! Think of all the tasks the team must do. And remember, I’ve got this for you.
Take photos of your tray set-ups and describe room breakdowns. Even share inventory and ordering management. OSHA training and disposal of hazardous waste. Everything you do and need your team to do is clearly outlined.


Policies Too!
What does your team do when they are unable to get into work for some unexpected reason? Do they have access to the information they need on how to clock in and out?
How early does your team need to arrive at the office each day? These are just a few of the questions your new team members will have. So, it’s a great idea to have all of this information in one tidy place.
How to Make the Most of It!
Save this document to your Google Drive. Work on customizing each section. It won’t take you long. And bring your valued team members into the project too. It will help you understand the systems and processes better. And build team spirit too!.
STAY CURRENT
Dental Office Operational Manuals work best when kept current.
So, provide the time and space team members need to help with this project. Just a little time each week to update and add to your manual will work just fine!