This forms library is your central hub for every form, checklist, policy, and template you need to run a streamlined, high-performing dental practice.

From onboarding and job descriptions to meeting agendas, office policies, and clinical checklists, these resources remove guesswork and give your team the clarity they need to perform consistently and confidently.

Everything here is designed to support accountability, simplify your systems, and help your entire practice operate at the highest standard.

FORMS INCLUDED

Telephone Techniques, Texting & Scheduling Forms

• Telephone Technique for Booking Appointments

• Taking a Cancellation Flow Chart

• Texting Responses

• Telephone Techniques for Booking Recalls

• Telephone Techniques for Booking Outstanding Restorative

• Reminders and Confirmations Protocol

• How to Take a Cancellation

Dentist / Associate Forms

• The Expectations of Our Dentists

• Re-Do Dentistry Form

• New Dentist Questionnaire

• Associate Agreement

Meeting Agendas & Templates

• Division Meeting Agenda

• Weekly Leadership Agenda

• WIG Meeting Agenda

• Morning Huddle – Team Terri Pod

• Morning Huddle Agenda

Expectations, Accountability & Performance Reviews

• Accountability Form (1st Warning)

• Accountability Form (2nd Warning)

• Expectation of the PCC

• Dental Assistant Performance Review

• Downtime Task List

• Expectations of Dental Assistants

• Performance Review

• Team Member Review Form

New Patient Forms & Exam Checklists

• Mar22 New Patient Welcome Letter – Adult

• New Patient Welcome Letter – Kids

• Clinical and Functional Examination

• Adult NP Chart

• New Patient Complete Exam

• NPE Co-Discovery Questions

• New Patient Intake Checklist

Office Policies, HR & Admin

• Team Time Off Tracker

• Reimbursement Tracking Slips

• Handpiece Repair Sheet

• 2020 CE Form

• Patient Dismissal Letter

• Wellness Day / Vacation Day / Personal Day / Sick Day / Unexpected Absence Policy

• Employee Discount Grid

• Sample Reference Letter

• Time Off Request Form

Procedural & Post-Op Instruction Cards

• Cycle of Hygiene Patient Flowsheet

• STOPBANG (Sleep Apnea Screening)

• Sleep Recorder Agreement

• Screening Questionnaire for OSA

• Quality of Life Index (SAQLI)

• Berlin Screening Questionnaire

• Temporary Crown Instruction Card

• Root Canal Instruction Card

• Restoration Post-Op Instruction Card

• Pain Medication Post-Op Instruction Card

• Oral Sedation Post-Op Instruction Card

• Invisalign Clear Aligner Instruction Card

• Hygiene Active Therapy Care/Scaling Instruction Card

• Grafting Surgery Post-Op Instruction Card

• Extraction Post-Op Instruction Card

• Dental Implants Post-Op Instruction Card

• Crown Lengthening Post-Op Instruction Card

• Braces Bracket Placement Instruction Card

• Appliance New Use and Care Instruction Card

• Patient Comfort Menu

• Rejection Form for Active Periodontal Therapy

• Hygiene Case Presentation Brochure

• Fillings Checklist

• Crown and Bridge Checklist

• Root Canal Checklist

Vision, Mission & Goals

• Mission Card

• Happiness Journal

• Goal Setting Workbook

• Blank Goal Charts

• 12 Most Crucial Goals

Job Descriptions & Training Resources

• Patient Insurance Advocate

• Patient Care Provider

• Patient Care Coordinator

• New Patient Coordinator

• Assistant Day-End Checklist

• Assistant 4-Week Training Program

• 2020 RDA Training Program

• Director of Operations Job Description

Accounts Receivable, Collections & Financial Protocols

• Protocol for Insurance AR

• Protocol for Outstanding Accounts

• Reactivation Protocol

• Dismissal Letter

• 90-Day AR Letter

• 60–89 Day Collections Letter