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Dental Office Systems Manual
Through the years, we received consulting from various companies in my personal dental offices. We have adapted and tweaked the best of the systems, and created new ones that led to the birth of Dental Office with Systems business systems manual. The manual covers all aspects of the dental office business and comes with digital forms that can be edited with individual office information ready for use and printing. The manual is also in a digital format so that it can be edited to the specifics of the individual office. See below for the Table of Contents. The manual is $350 and will be emailed to you as 2 emails: one with the manual, the other with the digital forms. We can also provide training that follows the manual. Please see the training web page for pricing.
A Dental Office with Systems
Administrative Guide to Operating a Dental Office Business by Dr. Dorothy Kassab
Table of Contents
Establishing Your Practice Vision. 1
Understanding the Dental Service Cycle. 5
Why Have Business Systems in a Dental Office?. 5
Team Daily Statistic Reporting Form.. 8
Preparation for the AM Huddle. 10
Appointment Agreement Form.. 15
Patient Consent & Compliance Assurance Form.. 17
Patient Expectations Form.. 18
Patient HIPAA Acknowledgement and Designation Disclosure Form 20
HIPAA Policy Notice for the Waiting ROOM.. 21
New Patient Phone Call Form.. 30
Emergency Telephone Call Form.. 32
Benefits Verification Form.. 33
Why Template Your Schedule?. 35
Example of Accelerated Hygiene Schedule. 39
TREATMENT PLAN PRESENTATION. 40
CLINICAL NOTES and TEMPLATES.. 42
Comprehensive Exam, FMX, trx pln. 43
Child Hygiene Prophy Exam.. 44
Perio Maintenance Hygiene Visit 44
Perio Therapy using Diode Laser 44
Orthodontic Case Presentation. 45
Follow-up Letter from Specialist Summary. 47
Stainless Steel Crown and Pulpotomy. 47
Front Office Business Administration. 49
Money Management & End of Day Closeout 51
PRE-APPOINTMENT INTERVIEW.. 52
Appointment Pre-Booking Interview Form.. 53
CONFIRMTION OF APPOINTMENTS. 54
UNSCHEDULED TREATMENT CALLS. 58
PRODUCTION VERIFICATION BY PROVIDERS. 59
PATIENT BALANCES MANAGEMENT. 59
IN-HOUSE DENTAL BENEFIT PROGRAM.. 67
VISUAL PATIENT EDUCATION SYSTEM.. 70
Technology Support and Compliance. 76
CEO of Multi-location Dental Services. 78
Train Trust Let Go/Performance Evaluations 82
Performance Evaluation Form.. 83
To be Discussed Form for weekly meetings. 88
Budgets/Expenses and Accounting. 90
Incorporating an Associate. 95
Day 3 on the job and the rest of week 1. 95
Certified Dental Assistant 100
Public Relations Receptionist 104
APPLICATION FOR THE POSITION.. 105
PROSPECT REJECTION NOTIFICATION.. 110
CONFIDENTIALITY AGREEMENT/HIPAA. 111
NEW EMPLOYEE SETUP FORM FOR PAYROLL SERVICE.. 116
DIRECT DEPOSIT AUTHORIZATION FORMS.. 120
EMPLOYEE COACHING FOR IMPROVEMENT REPORT/CONFLICT RESOLUTION 121
SALARY EXEMPT/HOURLY NON-EXEMPT STATUS FORM.. 157
HEP B VACCINATION CERTIFICATION FORM.. 157
OSHA TRAINING CERTIFICATION.. 158
HIPAA TRAINING CERTIFICATION.. 158
CPR TRAINING CERTIFICATION.. 159
ACCREDITATION SUBMISSION.. 159
LICENSURE CERTIFICATION CE REPORTING AND TRACKING.. 159
Dental Facility Maintenance & Management 161
Spore testing of our sterilization mechanism.. 161
X-ray machines registration. 161
Diode or Hard Tissue Laser 161
Porcelain Collection During Adjustments 161
Hydrochloric Acid Reversals 161
Lead shields with Thyroid collars 161