Role Expectations
Office Manager
Covers daily operations, staff management, billing coordination, compliance, and reporting.
Open PDFResources
Dental practice management tools you can use today.
Role expectations and practice guides built for dental practices. Open the PDFs in a new tab and adapt them to your own operating system.
Practice Resources
Practice resources
Role Expectations
Dental Assistant
Covers chairside duties, radiography, sterilization, patient education, and clinical support.
Open PDFRole Expectations
Treatment Coordinator
Covers treatment plan presentation, insurance estimates, financing options, case acceptance tracking, and follow-up.
Open PDFPractice Guide
The Invisible Side of a Great Practice
A practical guide to the back-office systems that make clinical care easier to deliver.
Open PDFThese PDFs are educational starting points. Review them with appropriate professional guidance before adapting them to your practice.
A template helps. A working operating system changes the practice.
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