Dental Office Policies/Procedures/Systems: An Overview
What your office needs to be compliant, operationally efficient, and financially stable
5. MARKETING & CUSTOMER INTERACTION
Phone Etiquette & Scripting
Internal Marketing Processes
External Marketing Processes
Website Management
New Patient Experience
Cancellations/No Shows
Appointment Verification
Patient Flow Procedures
Specialty Referral Process
6. HUMAN RESOURCES
Hiring Procedures
Onboarding Procedures
Employee Counseling System
Employee Termination System
Retirement Program Management
Workers Comp Protocols
Credentialing/Recredentialing
Standardize Job Descriptions
PTO Submission Protocol
Annual Total Compensation Document To Employees
Annual Benchmarking Of Employees Salary
Staff Performance Reviews
Office Policy Manual
OSHA/WISHA Compliance Checklist
HIPAA Compliance Checklist
Housekeeping & Equipment Maintenance
Disaster & Emergency Preparedness Plan
Safety Management
Handicap Accessibility
Payroll Processing
1. OFFICE DAILY/WEEKLY PROCEDURES
Practice Management System or Software
Patient Scheduling
Opening The Office
Closing The Office
Staff Scheduling (Front, Back, Doctors)
Standardized Documentation Procedures
New Patient Intake
Cross Train Staff
Weekly Leadership Meetings
Daily Huddle Standardization
Crisis Management
Patient Complaints/Incidents
Patient Release of Information
Patient Audit Checklist
Weekly 1:1 Meetings Standardization
Inventory Control & Ordering System
Training & Orientation Procedures
4. TREATMENT PROCEDURES
Room Stocking Checklist
Operatory Flip
Dental Assistant Set-up
Treatment Presentation Plan
Same Day Treatment Plan
Pouring & Handling Models'
Whitening Tray Fabrication
ER Patient Protocol
Hygiene Recare System
Room Set-Up & Break Down
Entering Treatment (Existing, Diagnosed, Completed)
Treatment Plans
Prescription Protocol
Use Of Equipment & High-Tech Instruments
Patient Reactivation Program
Lab Cases Tracking
2. FINANCIAL PRACTICES
Annual Budgeting Review Checklist
Monthly Budget vs. Actual Variance Analysis
Weekly Updates to Company's 90 Day Cash Flow Forecast
Monthly Updates to Company's 12 Month Rolling P&L
Forecast
Documenting Financial Agreements
Insurance Verification/Eligibility
Insurance Filing
Insurance Follow-Up
Posting Payments
Monthly Review Of Day Sales Outstanding
Monthly Review Of A/R Over 90 Days Past Due
External Patient Financing
Internal Patient Financing
Same Day Financial Arrangement
Revenue Cycle Management
3. HEALTH AND SAFETY
Infection Control Plan
Post-Exposure Management
Personal Protective Equipment (PPE)
Sterilization Monitoring/Instrument Sterilization
Laboratory Check-in & Check-Out
Tray Set-up Procedures
Image Processing System
Dental Unit Water Lines, Biofilm, & Water Quality Checklist
EOS Traction Implementation Checklist
COVID Protocols
Hand Hygiene / Washing
Medical Waste Handling & Disposal
Handling Of Tissue Specimens
AED & Emergency Kit Monitoring
Oxygen/N2o2 Tank Maintenance
Eyewash Station Testing & Monitoring
Fire Extinguisher Monitoring
Radiation Level Monitoring