Resources

Checklists, Manuals, Excel sheets designed to optimize operations & boost efficiency.

Downloadable Packets

Dental Procedures Assistant’s Guide

The Treatment Coordinator plays one of the most important roles in your dental office. This position serves as the link between clinical recommendations and patient understanding. When your coordinator communicates […]

Dental Treatment Coordinator Manual

This manual details the Treatment Coordinator role, focusing on Dentrix software. It includes job descriptions, essential functions, and routine tasks. The Coordinator creates treatment plans, manages finances and insurance, and […]

Dental Practice Start-Up Manual 2025

Opening a dental practice is one of the most rewarding steps in your career, but it is also one of the most complex. From choosing a business structure to building […]

Free Downloadable Packets

Office Manager Reports

Managing a dental office is no small task. Between scheduling, patient communication, insurance follow ups, and handling team needs, it can feel like you are juggling a dozen moving pieces […]

Scheduling Coordinator Annual Performance Review

Your Scheduling Coordinator plays a huge role in how smoothly your days run. From patient flow to provider productivity, this position keeps your schedule healthy and your practice moving forward. […]

Suggested Dentrix Password Assignments

Setting up and using Dentrix passwords properly in your office is very important. And one of my favorite features dealing with passwords, is the ability to assign password rights to […]

Dental Insurance Benefits Checklist

Dental insurance can be confusing, but it does not have to be. Many patients end up leaving unused benefits behind each year simply because they are not sure what is […]

Key Performance Indicators (Editable Excel Sheet)

Every dental practice has goals, but the practices that grow the fastest are the ones that track their progress. That is where Key Performance Indicators come in. KPIs turn everyday […]

Dentrix Ascend Manager Checklist

Track procedures, monitor performance, and boost revenue with our daily, weekly, and monthly system. Designed for office managers to simplify oversight, set goals, and grow production—fast.

Chief Operating Officer (Dental COO)

This guide provides a clear roadmap for overseeing multiple dental offices with consistency and focus. On a daily basis, it emphasizes real-time management through quick check-ins, monitoring key metrics, and […]

Remote Dental Billing ROI Calculator (Free Excel)

Remote dental billing has become one of the most popular ways for practices to reduce stress and improve collections. But every dentist eventually asks the same question. Is this actually […]

Orthodontic Visit Flow & Coding Narratives (Excel Download)

Orthodontic billing can feel like a puzzle. Every visit type comes with its own codes, attachments, and narratives. If your team is not perfectly aligned, claims get rejected, delays stack […]

Contact Us for More Resources!