Resources

Tools you can use today.

Templates and guides built for dental practices. Download, customize, and put them to work.

Downloadable practice resources

Role Expectations

Office Manager

Covers daily operations, staff management, billing coordination, compliance, and reporting.

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Role Expectations

Dental Assistant

Covers chairside duties, radiography, sterilization, patient education, and clinical support.

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Role Expectations

Treatment Coordinator

Covers treatment plan presentation, insurance estimates, financing options, case acceptance tracking, and follow-up.

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Practice Guide

The Invisible Side of a Great Practice

A practical guide to the back-office systems that make clinical care easier to deliver.

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New resources are added periodically. Check back for additional templates and operational guides.

A template helps. A working operating system changes the practice.

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