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The Complete Dental Practice Kit

Scroll for complete list of contents

Clinical Systems

  1. Roles & Responsibilities (DA)
  2. Training Schedule: New Dental Assistant
  3. Infection Control
  4. Hand Hygiene
  5. PPE
  6. The Morning Huddle
  7. Morning Preparation and Room Set Up
  8. Patient Entertainement and Comfort Services
  9. Welcoming a Patient into the Treatment Room
  10. Dental Numbering, Charting, and Terms
    (scroll for more)

Clinical Systems (continued)

11. Writing Clinical Notes
12. Suction Technique
13. Taking an OPG
14. Taking a set of DSLR Photos
15. Taking an Alginate Impression
16. Taking a Digital Impression with an Intraoral Scanner
17. Handing Over a Patient to Front Office
18. Changing Surgery Over Between Patients
19. Ordering and Stock Control
20. Surgery End of Day Close Down

Front Office Systems

  1. Roles & Responsibilities: Practice Manager & Front Office Coordinator
  2. Training Schedule: New Front Office Coordinator
  3. General Reception Guidelines
  4. Front Office Daily & Weekly checklist
  5. The Morning Huddle
  6. Welcoming and Checking in a Patient
  7. Checking out a Patient
  8. Appointment Scheduling and Pre-blocking
  9. Confirming Appointments
  10. Cancelling and Rescheduling Appointments
    (Continued on next slide)

Front Office Systems (continued)

11.Filling Gaps in the Appointment Book and Using the Priority Standby List
12. New Patient Phone Call
13. Emergency Phone Call
14. Follow Up Phone Call after Treatment
15. Incomplete Treatment Follow Ups
16. Recall System
17. Treatment Fee Guide
18. Payment Plans
(continued next slide)

Front Office Systems (continued)

19. Daily Banking Reconciliation
20. Sending and Receiving Lab Jobs
21. Sending Referral Letters
22. Dentist Running Late
23. Patient Running Late
24. Complaints Handling

Procedural Set Ups & Workflows

  1. Comprehensive Examination: Procedure Set Up and Workflow
  2. Dental Cleaning and Periodontal Treatment: Procedure Set Up and Workflow
  3. Composite Resin Fillings: Procedure Set Up and Workflow
  4. Extractions: Procedure Set Up and Workflow
  5. Root Canal Therapy: Procedure Set Up and Workflow
  6. Crown and Bridge: Procedure Set Up and Workflow
  7. Veneers: Procedure Set Up and Workflow
  8. Rubber Dam Set Up

Lab Systems

  1. Pouring Up Models
  2. Trimming Models
  3. Fabricating Whitening Trays
  4. Packing and Sending Lab Jobs

Sterilisation Protocols

  1. Sterilisation Morning Set Up
  2. Sterilisation Testing
  3. Cleaning and Packing Instruments
  4. Tracking Instrument Sterilisation
  5. Sterilisation End of Day Close Down

HR & Recruitment

  1. Vision, Mission and Values
  2. Posting a Job Ad for a New Hire
  3. Phone Screening Interview
  4. In-person Interview
  5. Offering a Job to a New Hire
  6. Onboarding a New Hire
  7. Conducting Team Meetings
  8. Monthly KPI’s and Financial Tracking
  9. Staff Performance Reviews

Scroll for complete list of contents

Clinical Systems

  1. Roles & Responsibilities (DA)
  2. Training Schedule: New Dental Assistant
  3. Infection Control
  4. Hand Hygiene
  5. PPE
  6. The Morning Huddle
  7. Morning Preparation and Room Set Up
  8. Patient Entertainement and Comfort Services
  9. Welcoming a Patient into the Treatment Room
  10. Dental Numbering, Charting, and Terms
    (scroll for more)

Clinical Systems (continued)

11. Writing Clinical Notes
12. Suction Technique
13. Taking an OPG
14. Taking a set of DSLR Photos
15. Taking an Alginate Impression
16. Taking a Digital Impression with an Intraoral Scanner
17. Handing Over a Patient to Front Office
18. Changing Surgery Over Between Patients
19. Ordering and Stock Control
20. Surgery End of Day Close Down

Front Office Systems

  1. Roles & Responsibilities: Practice Manager & Front Office Coordinator
  2. Training Schedule: New Front Office Coordinator
  3. General Reception Guidelines
  4. Front Office Daily & Weekly checklist
  5. The Morning Huddle
  6. Welcoming and Checking in a Patient
  7. Checking out a Patient
  8. Appointment Scheduling and Pre-blocking
  9. Confirming Appointments
  10. Cancelling and Rescheduling Appointments
    (Continued on next slide)

Front Office Systems (continued)

11.Filling Gaps in the Appointment Book and Using the Priority Standby List
12. New Patient Phone Call
13. Emergency Phone Call
14. Follow Up Phone Call after Treatment
15. Incomplete Treatment Follow Ups
16. Recall System
17. Treatment Fee Guide
18. Payment Plans
(continued next slide)

Front Office Systems (continued)

19. Daily Banking Reconciliation
20. Sending and Receiving Lab Jobs
21. Sending Referral Letters
22. Dentist Running Late
23. Patient Running Late
24. Complaints Handling

Procedural Set Ups & Workflows

  1. Comprehensive Examination: Procedure Set Up and Workflow
  2. Dental Cleaning and Periodontal Treatment: Procedure Set Up and Workflow
  3. Composite Resin Fillings: Procedure Set Up and Workflow
  4. Extractions: Procedure Set Up and Workflow
  5. Root Canal Therapy: Procedure Set Up and Workflow
  6. Crown and Bridge: Procedure Set Up and Workflow
  7. Veneers: Procedure Set Up and Workflow
  8. Rubber Dam Set Up

Lab Systems

  1. Pouring Up Models
  2. Trimming Models
  3. Fabricating Whitening Trays
  4. Packing and Sending Lab Jobs

Sterilisation Protocols

  1. Sterilisation Morning Set Up
  2. Sterilisation Testing
  3. Cleaning and Packing Instruments
  4. Tracking Instrument Sterilisation
  5. Sterilisation End of Day Close Down

HR & Recruitment

  1. Vision, Mission and Values
  2. Posting a Job Ad for a New Hire
  3. Phone Screening Interview
  4. In-person Interview
  5. Offering a Job to a New Hire
  6. Onboarding a New Hire
  7. Conducting Team Meetings
  8. Monthly KPI’s and Financial Tracking
  9. Staff Performance Reviews

Top 10 Invisalign Skills

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Top 10 Invisalign Skills

  1. Photo Work Up
  2. Bonding of Attachments Appointment
  3. New Patient Enquiry About Invisalign
  4. Digital Scan
  5. Bonding of Wire and Scan for Retainers
  6. Issue of First Aligner
  7. ClinCheck Review
  8. End of Treatment Review
  9. Review Appointments
  10. Consult/Information Session with a Treatment Coordinator

Scroll for complete list of contents

Top 10 Invisalign Skills

  1. Photo Work Up
  2. Bonding of Attachments Appointment
  3. New Patient Enquiry About Invisalign
  4. Digital Scan
  5. Bonding of Wire and Scan for Retainers
  6. Issue of First Aligner
  7. ClinCheck Review
  8. End of Treatment Review
  9. Review Appointments
  10. Consult/Information Session with a Treatment Coordinator

Hygiene Starter Kit

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Hygiene Starter Kit

  1. Hygiene Appointment Breakdown and Recommended Timeline
  2. End of Day Tracking Template
  3. Hard Tissue Exam
  4. Hygienist Start of Day + Morning Huddle
  5. Hygiene Care Protocol

Scroll for complete list of contents

Hygiene Starter Kit

  1. Hygiene Appointment Breakdown and Recommended Timeline
  2. End of Day Tracking Template
  3. Hard Tissue Exam
  4. Hygienist Start of Day + Morning Huddle
  5. Hygiene Care Protocol

“The most successful businesses have the best trained teams, and the best trained teams are built on a foundation of clearly defined systems.”

Dr Cigdem Kipel

CEO, Level Up

Training for each role, sorted!

Training pathways for every part of your practice, filled with dozens of skills and templates available to you and your team.

Dental Assistant

Dental Assistant

Front Office Staff

Front Office Staff

Practitioners

Practitioners

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