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!
Train Your Team Better
The Dental Practice Operational Manual Template Download is Your Tool!
Today is Your Day!
Lead your entire team in the best dental practice systems and processes.
Customize this pre-built operational manual which includes not only the format but proven dental administrative and business practices.
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!
Take a Peek!
This download must be customized. Each area that requires information from you is in brackets and the text is orange. Although, you can customize any text you wish. And you should!
But here’s a little peek at what’s inside and what the download looks like to help you decide if this might be a document your dental practice could use.
BONUS!
Purchase today, and I’ll include all of my Dental Front Office E-Books, Manuals, and Guides for FREE!
Once you’ve purchased the Dental Office Operational Manual, I’ll send you the email link to my Google Drive File where you can download all of my e-books and add them to your own Google Drive File.
For All You Do It Yourselfers!
Build a Better Dental Office Day Through
Better Team Training
With the Best Training Tools!
Dr. Shehab Hegab
The amount of detailed information specially regarding situations with the phone calls or managing the customers or patients comes from an experienced well educated person.
Very well structured to be used as a customized operations manual for every practice.
It definitely save you the experience, hustle and time for getting this well organized in your practice.
Thank you April for this amount of value.
Kelly Krikke
The resources she has to offer are great!! Great reading material for the whole office team and got a good price!
Barksdale Dental
This is so helpful for my team especially the younger members.
Braedon Fernandez
The literature and knowledgeable information is phenomenal!!!! All easy to read and comprehend. Lots of informative information that is used every day in the dental setting. Customer service alone is a full five star!!!
Dr. Cristin McPherson-Lewis
Great systems & verbal skills! I have enjoyed learning & training my team with this.
14 Dental Administrative E-Books Included in The Purchase of Your Dental Office Operational Manual Template Absolutely FREE!
Everyone Loves These!
A closer look at this opportunity will convince you of its tremendous value! From customer service considerations to collections, you’ll love the detailed instructions and ideas. Phone scripts and verbiage, body language, and tone! It’s all here.
- terminology & the language of dentistry
- create your perfect block schedules
- present dental treatment with a greater understanding of tone and body language – helping patients to say “yes”
- advanced billing and collection techniques
- tricks, tips, and strategies to improve scheduling & eliminate no-shows
Dental Front Desk Manual
This manual holds all my course materials in PDF format.
This one e-book only is 96 pages!
Customer service and calculating dental benefits, in addition to hygiene, restorative, and phone course lectures for you.
Weekly Management Systems Workbook
Reorganize & Restructure!
Dental Office Weekly Management E-Book walks the dental office team through a series of administrative tasks based on a four-day work week. Work through this e-book for the entire month with different special assignments each day. Special assignments include patient aging reports, unpaid insurance claims, and hygiene reactivation.
Dental Office Reception Manual
Dental Office Reception Manual is an important read for everyone on the dental team. Because we all meet, greet, and receive patients every day. And this is a skill we seek to use to help our patients in so many ways. We ask much of our dental patients. We seek our patients’ trust. Patient compliance and referrals grow with better patient reception.
22- page Dental Office Reception Manual
Table of Contents
Center Stage
Reception Desk & Workstations
Greeting in Person
Walk-In Emergency
Walk-In Salesperson
Office Phones
Upset Patients
Late Patients
Clinicians Running Behind
New Patient Calls
Transfer of Records
Premedication
Check-in & Check-Out
Making Appointments
Basic Dental Abbreviations & Terminology
Dental Specialists & Referrals
Dental Office Phone Scripts
Dental Office Phone Scripts take the worry out of our phone conversations. So many of our dental office and patient conversations are very similar. And because our phone greeting brands us, it’s a critical script. Take this Phone Scripts E-Book and put it to good use in your dental practice today! Create the scripts you want your team to use and train the entire team to manage your phones well!
This 14-page e-Book contains the most commonly needed phone scripts for the dental office.
- Your Hello
- The Price Shopper Call
- New Patient Calls
- Short Notice Reschedules
- A Toothache Call with Patient Balance
- Confirmation Calls
- “Do You Take My Insurance?”
- Calling Unscheduled Hygiene Patients
- Overdue Account Balance Calls
- Voicemail Messages To Record
- Your All-Important Goodbye
Phone Tips & Practical Application
Dental Office Telephone Help for You!
“Our dental office phones are different than our personal cell phones. They look different and they work different. Technology continues to evolve with time.
In our evolution, we have a new generation of people joining the workforce. Great people who may have had very little experience with an office land-line telephone. But are far advanced in other areas of technology.
Dental Office Telephone Tips brings some very basic and practical phone applications to the dental team. Because we don’t want to take anything for granted when it comes to everyday phone use.”
Dental Hygiene Schedule Management
Dental Office Hygiene Schedules Can Be Extremely Fluid. It is possible to create stability and see your dental hygiene schedules flourish!
chapters include:
Scheduling an Appointment
What is Your Reschedule Policy
How to Handle Short Notice Reschedules
Short Notice Call List
Appointment Confirmation
What Should Your Schedule Look Like?
Hygiene Reactivation
Restorative Schedule Management
A PDF download to help you with the basics you need to maintain your daily restorative schedule.
And a fabulous training tool for new team members to read through quickly to gain some insight into the key elements of dental office scheduling specifically within the production schedule.
Dental Restorative Schedule Management comes with its own daily challenges. Challenges such as what can we do to better confirm out appointments? What should we do when a patient is running behind or even our dentist? And do we know when that lab case is due in the office?
Dental Accounts Receivable Made Simple
Improve Dental Office Collections with better patient account management! The Dental Accounts Receivable Made Simple E-Book focuses solely on patient balances and collection of patient balances. As well as a phone script to ask for payment, collection letters, patient credit balances, and reports to run and track.
Use this guide to help your practice implement daily patient statements and routinely printing patient credit balance reports. Daily patient statements and monthly credit balance review are key! This guide walks you through how to set up daily patient statements. Which keeps money consistently showing up at your door.
Advanced Dental Block Scheduling Guide
The Dental Block Scheduling Guide Solution
Every hour in the dental practice is much more productive with a customized template. Stress levels are significantly reduced as the team knows just how and where to schedule procedures.
You might even recognize the need for an associate dentist or more hygiene time. Or just the opposite. Awareness and informed decisions make all the difference in this important foundational piece of dental practice management.
The Dental Block Scheduling Guide also provides examples of a dental hygiene schedule and a dental restorative schedule.
Consider bringing the team together for an afternoon team building exercise. And create your ideal daily schedules together. This guide walks you how to lead the team through the process. And what you’ll need to do to prepare to execute the plan.
Dental Hygiene Coordinator's Manual
The role of the Dental Hygiene Coordinator is to enhance the patient experience through relationship building, education, and interaction. This downloadable PDF is a basic guide and manual to support the Dental Hygiene Coordinator in that role. Build patient relationships that keep your patients coming back and referring other patients. Learn basic terminology, codes, and processes quickly. Like how to manage reschedules and create a short notice call list that works well!
What Does a Hygiene Coordinator Do?
Different Types of “Cleanings”
Periodontal Charts & Measurements
Dental X-rays
Dental Insurance & Hygiene Procedures
New Patient Info
Dental Insurance & Hygiene Codes
Insurance Claims for Hygiene Codes
Continuing Care Settings
Patient Conversations
Monthly Numbers
Better Dental Financial Presentations
What’s More Important Than Our Words?
This download provides the dental team with some invaluable tips to help improve boost confidence with treatment presentation. Through a little understanding of our body language, tone, and words, we can better communicate with our dental patients daily.
- 15 Seconds
- First Impressions – First Phone Calls
- Greeting Patients
- Body Language
- The Eyes Have It!
- Smile : )
- Tone *
- How We Say The Words We Say
- Volume
- Clarity
- Speed
- Pause
- Emotion
- What Do We Say?
- Some Scripting
- Patient Hand-Offs
- The Presentation
- The Power of Pre-Payment Plans
- Positive Words
Out-of-Network Dental Patients
“Do you take my insurance?” “Are you in my network?”
Patients ask these questions daily! How we answer their questions and manage their care determines their response to us. We want our patients to receive their dental care with us. This download guides your team in how to provide the answers and the service that keeps your patients right by your side regardless of their dental insurance!
Dental Patient Chart Notes
What’s in a Patient Chart Note?
Dental Office Chart Notes E-Book is a 9 page, easy to follow instructional download for team training and discussion. It’s a fabulous introduction to chart notes for new team members. Both in administrative and clinical roles. And also helps the team when creating unity and conformity in chart note creation or template design.
Nothing Over Ninety Days Coursebook
Nothing Over Ninety Coursebook is a mini course in a PDF format. This coursebook walks the dental practice through the steps and stages of tackling overdue account balances with finesse and ease.
- See how to manage accounts that are already over 60 and 90 days from a set date to begin to turn this around.
- Beginning with a different use of billing cycles than you might currently practice.
- Moving onto a practice of patient billing and statement management that lines up with the new use of billing cycles.
- Track and record a specified series of numbers in the coming days – at 30, 60 , 90, and beyond.
- Develop and implement a weekly management system to prevent this from ever happening to you, your patients, and your practice ever again.
Nothing Over Ninety Table of Contents:
Reports to Run
Over 30 is Overdue
Billing Cycles
Patient Statements
Patient Balances
Missed Patient Payments
Unpaid Dental Claims
Toolbox
Beginning With Overdue Accounts
Insurance Claims
30-Day Reprint
60-Day Reprint
Pre-payments