Resources Library

Forms, Templates, and Checklists For Daily Dental Office Operations.

Quick Start Guides for New & Returning Clients 

Subscription FAQ

Answers to commonly asked questions

Implementation Manual

Doctors guide to getting the most from your team’s training.

Video Checklist

Printable video tracking sheet

Dirty Dozen

Answers to 12 of the most common dental practices face
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Instructions & Forms
Policies
Our policies are designed to give your office written systems on how to handle the daily issues that arise and ensure an efficient and productive team as well as a relaxed and customer service oriented atmosphere for your patients.

Receptionist Policies 
Scheduling Coordinator Policies
Treatment Coordinator Policies
Financial Coordinator Policies 
Office Manager Policies 

Lesson Documents
Here’s where you can find a list of all lesson documents for each training module.

Receptionist Lesson Documents 
Scheduling Coordinator Lesson Documents
Treatment Coordinator Lesson Documents (currently none at this time) 
Financial Coordinator Lesson Documents 
Office Manager Lesson Documents 

Job Descriptions
Hiring and building an effective team is so important to the overall success of your practice. We offer sample job descriptions to help you start thinking about the attributes you want to look for in each role. On our website as a client, we have many videos available in this category, such as Writing a Good Job Advertisement, Reading Resumes, Phone Interview, Interviewing and First Week on the Job.

Receptionist
Scheduler
Treatment Coordinator
Financial Coordinator
Office Manager
Dental Hygienist
Dental Assistant

RECEPTIONIST 

INSTRUCTIONS & FORMS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

RECEPTIONIST 

POLICIES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

RECEPTIONIST 

LESSON DOCUMENTS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

SCHEDULER

INSTRUCTIONS & FORMS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

SCHEDULER

POLICIES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

SCHEDULER

LESSON DOCUMENTS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

TX COORDINATOR

INSTRUCTIONS & FORMS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

TX COORDINATOR

POLICIES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

FINANCIAL COORDINATOR

INSTRUCTIONS & FORMS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

FINANCIAL COORDINATOR

POLICIES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

FINANCIAL COORDINATOR

LESSON DOCUMENTS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

OFFICE MANAGER

INSTRUCTIONS & FORMS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

OFFICE MANAGER

POLICIES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

OFFICE MANAGER

LESSON DOCUMENTS

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

DENTAL ASSISTANT

RESOURCES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

HYGIENIST

RESOURCES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

DOCTOR 

RESOURCES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...

TEAM

RESOURCES

Hygiene Huddle Form

Hygiene Huddle Form This hygienist resource document provides the hygienist with a form to help track daily hygiene appointments. View the complete document and print out a copy for your office below! Download Here  Download Here   

Performance Evaluation Form – RDH

Performance Evaluation Form - RDH Ready for the next Performance Evaluation of your RDH? Download and print this handy Office Manager Resource and Evaluation Form that covers everything from clinical skills, patient preparation/treatment, work ethic, communication...

Patient Leaving Practice – Sample Letter

Patient Leaving Practice - Sample Letter This Office Manager resource provides a great sample of a letter to send to patients leaving your dental practice. PATIENT LEAVING PRACTICE LETTER Dear PATIENT NAME, It has been a pleasure treating you and your family. We are...

New Patient Checkout Flow [Infographic]

New Patient Checkout Flow [Infographic] This Dental Office Manager resource document is designed to remind your team how to handle the checkout flow in your dental office. In this infographic we have mapped out the entire checkout process, from that first phone call...

Back Office Rocks Training Videos Checklist

Back Office Rocks Training Videos Checklist This Office Manager resource provides a detailed checklist of the videos included in the Back Office Rocks Dental Training Video Library extension. View the complete document and print out a copy for your office below!...

Team Training: Back Office Terminology & Definitions

TEAM TRAINING: Back Office Terminology & Definitions Periodontist: A specialty dentist who’s focus is on the structures surrounding the teeth as well as gums. Periodontists are primarily concerned with the prevention, diagnosis and treatment regarding diseases...

Assistant: New Dental Assistant – Webinar Lesson Document

ASSISTANT: New Dental Assistant WEBINAR LESSON DOCUMENT HYGIENIST VS ASSISTANT DENTAL HYGIENIST• Can work independently from the doctor• Has a certification/degree in dental hygiene• Main focus is the periodontal health of the patients VS DENTAL ASSISTANT• Must work...

HYGIENIST- What is the doctor looking for?

HYGIENIST- What is the doctor looking for? We have combined a list of the key attributes of a hygienist in the eyes of a dentist as stated in the video. We hope you can use this to not only become better informed, but also as a benchmark for the standards of an RDH in...

Doctor: Consults Same Day or Bring Back – Policy and Worksheet

DOCTOR: Consults Same Day or Bring Back POLICY AND WORKSHEET POLICY: Every team member must be on the same page when it comes to all areas of concern in the practice, especially consults. Not only do we want to increase the chances that the patient schedules their...

Doctor: Exam Protocol – Tip Sheet

DOCTOR: Exam Protocol TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Typical Flow of a Hygiene Appointment View the...

Doctor: Handling Different Types of Patients – Worksheet

DOCTOR: Handling Different Types of Patients WORKSHEET John, age 47: John is a new patient who has been terrified of the dentist since an experience he had as a child. When he is brought back to the hygiene chair he becomes extremely nervous and starts to sweat and...

Team: Hand Offs

TEAM: HAND OFFS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Receptionist first greets patient, welcomes them, checks them in...

Team: Scared or Angry patients – Tip Sheet

TEAM: Scared or Angry patients TIP SHEET Acknowledge the patient’s fear No one wants to be told that their fear is irrational, and most of us who have worked in the dental field know that fear of the dentist (in some way, shape or form) is all too common. The most...

Team: Bullying – Tip Sheet

TEAM: Bullying TIP SHEET EXAMPLES OF BULLYING IN THE WORKPLACE Using experience and seniority as an excuse to treat you or others poorly Spreading lies or rumors throughout the office Undermining you in front of patients for minute reasons Throwing instruments,...

Assistant: Appropriate or Not – Worksheet

Assistant: Appropriate or Not - Worksheet Below we have listed a few common and difficult scenarios within the office that you could find yourself in. We hope that through this worksheet you will be able to use this information on what is and is not appropriate and...

Assistant: Morning Huddle Tips

Assistant: Morning Huddle Tips Utilize the huddle time to learn, allow this time to keep an open mind and work to be better than you were yesterday. Allow this time to make you all a team. Work to allow this time to start your day on a positive, optimistic note with...

Assistant: Non Patient Time – Productivity

Assistant: Non Patient Time - Productivity Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. DAILY Clean lines for suction and air...

Assistant: Bad Habits – Examples

Assistant: Bad Habits - Examples Not Showing Up Ready to Work: It’s important to not let your personal life interfere with your work ethic and job performance. You must show up on time to work, ready for the day. Drama and Gossip: Neither of these will help the team...

Assistant: What the Doctor Looks For

Assistant: What the Doctor Looks For GOOD TRAITS Be lively and positive:You are the first face patients see and you have the ability to help make them feel comfortable and at ease. Figure out what they like to talk about, what is important to them and help take their...

Assistant: Appropriate Dress and Behavior – Checklist

Assistant: Appropriate Dress and Behavior - Checklist APPEARANCE As a general guide use the culture of your office to match how you should dress/present yourself whether that’s: business casual, relaxed, matching, formal etc. Check with your office to confirm their...

Assistant: How to Be a Leader – Overview

Assistant: How to Be a Leader - Overview FINDING YOUR WHY Your why is vital for a fulfilling and happy life. It is why you wake up in the morning, what drives you and what you do that you love. It is besides the money, and how much we make, your why is your success...

Assistant: Anticipating the Doctor’s Needs – Sample Scenarios

Assistant: Anticipating the Doctor's Needs Sample Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Patient set up Before...

Assistant: Anticipating the Doctor’s Needs Checklist

Assistant: Anticipating the Doctor's Needs Checklist Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Learn the Steps to Each...

Assistant: Making Patients Comfortable – Role Playing Scenarios

Assistant: Making Patients Comfortable Role Playing Scenarios Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. NERVOUS FOR PROCEDURE...

Assistant: Never Leave Patients Alone – Tips and Tricks

ASSISTANT: NEVER LEAVE PATIENTS ALONE TIPS AND TRICKS Remember that patients are uncomfortable in this stressful situation. Not everyone is perfectly comfortable with dental offices, and for those who are not it is important we understand they aren’t around the...

Hygienist: Patient Refusing X-Rays – Scenario Transcripts

HYGIENIST: Patient Refusing X-Rays SCENARIO TRANSCRIPTS Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Below we have the scripts...

Hygienist: Explaining Perio – Tip Sheet

HYGIENIST: Explaining Perio TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. Sit the patient up, take off your gloves,...

Hygienist: Exam Sequence – Tip Sheet

HYGIENIST: Exam Sequence TIP SHEET Remember – each office is different! Our documents are intended as suggestions and guidelines only and can be used as a starting point for conversation and your own system development. STEP 1 PATHOLOGY The definition of dental...

Why Your Office Should Consider a Membership Club [Infographic]

Why Your Office Should Consider a Membership Club [Infographic] This Dental Receptionist resource document will provide your team with important insight into the “Why” behind dental membership and aid in the creation and growth of a successful membership club for your...

Excellent Customer Service Guide [Infographic]

Excellent Customer Service Guide [Infographic] This Dental Receptionist resource document is designed to remind your team how to handle new patients, and how to do it in a way that builds rapport and provides excellent customer service and additional value to your...

Job Description: Dental Assistant

Job Description: Dental Assistant This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Assistant. Download the document to view and print out a copy...

Job Description: Dental Hygienist

Job Description: Dental Hygienist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Hygienist. Download the document to view and print out a copy...

Job Description: Dental Office Manager

Job Description: Dental Office Manager This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Office Manager. Download the document to view and print...

Job Description: Dental Financial Coordinator

Job Description: Dental Financial Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Financial Coordinator. View the complete document...

Job Description: Dental Treatment Coordinator

Job Description: Dental Treatment Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Treatment Coordinator. View the complete document...

Job Description: Dental Scheduling Coordinator

Job Description: Dental Scheduling Coordinator This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Scheduling Coordinator. View the complete document...

Job Description: Dental Receptionist

Job Description: Dental Receptionist This Office Manager resource provides a downloadable document and sample job descriptions to help you start thinking about the attributes you want to look for in a Dental Receptionist. View the complete document and print out a...

New Patient Flow Chart

New Patient Flow Chart This Dental Receptionist resource document provides a flow chart that outlines the new patient process from first call to check-out. View the complete document and print out a copy for your office below! [mepr-show if="loggedout"]You’re...

Handling Late Patients

Handling Late Patients This Dental Receptionist resource provides a lesson document to make notes on during the video to enhance your skills while handling a late patient. As the Receptionist, it is your job to do all that you can to get patients to arrive on time,...

Asking for Referrals

Asking for Referrals This Dental Receptionist resource document provides tips for asking for referrals, suggested scripts and an area to write your own “ask for a referral script.” Tips for Asking for Referrals Referrals should always be asked for face-to-face. It's...

Missing Teeth Overview

Missing Teeth Overview This Dental Receptionist resource document illustrates the different options for replacing a tooth or multiple teeth, when it is needed. Missing Teeth Overview Bridges are false teeth that are designed to "bridge" the gap created by one or more...

Perio-Gum Disease Overview

Perio-Gum Disease Overview This Dental Receptionist resource document explains and illustrates what periodontal or gum disease is and how it is treated. Perio / Gum Disease Overview What causes gum disease? Bacterial plaque – a sticky, colorless film that constantly...

Restorative Dentistry

Restorative Dentistry This Dental Receptionist resource document provides an outline of what restorative or restoration means and different ways that we can help our patients restore their teeth with various procedures done in a dental office. Restorative...

Diagnostic and Preventative Overview

Diagnostic and Preventative Overview This Dental Receptionist resource document defines basic dental terms in the area of diagnostic and preventative dentistry. Diagnostic and Preventative Overview Adults Numbering systems have been developed to have a standard way of...