FREE RESOURCES to help your practice
ROOT CAUSE TOOL
We often fall into the trap of treating the symptom rather than the underlying problem when it comes to practice management.
Use this helpful tool to dig deeper than surface-level problems and tackle the root cause.
DAILY CROSS-CHECK
The Daily Cross-Check is a process to ensure the accuracy of a few key areas.
These areas are key because they impact the wages of practitioners, correct accounting details in patient files and provide a back-up process to ensure notes are written for all patient treatments.
INSTRUMENT COUNT
Monitor the movement of your instruments during the sterilisation process using the Instrument Count document, which can be utilised either manually or by entering data digitally.
LETTER TO PATIENTS WHO CONTINUALLY BREAK THEIR APPOINTMENTS
Want to coach your patient to commit to the appointments in a friendly way? This letter is for you.
TEAM MEETING AGENDA
TEMPLATE
A well-structured Team Meeting will contribute to an effective and powerful meeting.
RECEPTION
TELEPHONE SCRIPTS
Scripts can be a terrific prompt for new and experienced receptionists. Take a look at this collection and see if any could be useful in your practice.
TELEPHONE ANSWER GUIDE
Make sure you gather and communicate all needed information without relying on you memory in the busyt moment with this hady telephone answering sheet.
TEAM TRAINING PLAN FOR
MEMBERS OF THE CLUB
If you are a member of The Club, this plan will provide structure to your regular team training sessions.
TEAM MEMBER PROGRESS
WORKSHEET
Help team members gain clarity around their progressive improvement in performance.
EMPLOYER-EMPLOYEE 360 DEGREE
FEEDBACK SURVEY
360-degree feedback allows all of us to grow. Use this survey routinely to ensure all that important but unspoken is revealed!
ROLE DESCRIPTIONS FOR DENTAL
AUXILLARY POSITIONS
Download tjis document for a full list of all the responsibilities of each auxillary role in your practice. Terrific when creating Job Descriptions.
PERFORMANCE REVIEW: EMPLOYEE PREPARATION SURVEY
Give this survey to your team member to complete prior to their Performance Review. It can provide useful information about how your employees assess their own performance and understanding of what is expected of them.
AGENDA FOR PERFORMANCE REVIEW MEETING
Meeting agendas help put structure to your meeting and achieve progress. Use this agenda for when you meet with staff members to conduct a Performance Review.
MORNING HUDDLE
TEMPLATE
Morning Huddles can become a crucial tool for your practice’s efficiency and productivity. Use this template as a guide for your Morning Huddles.
MYSTERY SHOPPER
QUESTIONNAIRE
Getting a Mystery Shopper to visit your practice can provide extremely useful feedback, on both what you are doing well and what could be improved. Provide your Mystery Shopper with this questionnaire, which has been designed to give you great feedback yet is easy to complete.
A GUIDE TO CONDUCTING POWERFUL
ROLE-PLAYING IN YOUR TEAM TRAINING
The thought of role-play can strike fear in many. However, when conducted with humour and support, role-plays can be powerful for the improved performance of your team. Use this guide to help your team see their enormous benefit.
WRITING A GREAT JOB AD
It’s tough to find the right person for the position you have available. Attracting those who possess the suited characteristics is a good first step. Use this guide to draft the best ad to attract the best people!
NEW EMPLOYEE ONBOARDING PROCESS
Implementing a well-considered and supportive onboarding process for new employees goes a long way to creating the right environment for them to deliver their best performance. This step-by-step guide tells you exactly what to do and when.
TEAM CULTURE GUIDE
Get your team together and use this guide to design a Team Culture everyone will be enthusiastic about.
TEAM MEMBER SATISFACTION
SURVEY
We want to keep our great employees forever! But, how do we know if they are happy and want to stay? The best method is to ask. use this survey to ensure you always provide the right environment to encourage your team to be loyal.
GST - GOALS, STRATEGIES, TASKS
WORKSHEET
Have you identified a goal that your practice wants to achieve? If the answer is yes, this is the worksheet for you!
APPEARANCE POLICY
Ensure your expectations are clear and there is a consistently professional standard with your team members with this Appearance Policy.
CUSTOMER SERVICE POLICY
Delivering a consistent experience to your patients will help them trust your practice. Provide the clarity your team need to be able to deliver this consistent service by creating a Customer Service Policy. Use ours for inspiration.
BEHAVIOUR POLICY
A Behaviour Policy help guide and direct the behaviours of your team. Understanding what their best next action should be even when your practice is moving through challenging situations goes a long way to maintaining a strong team.