Real tabs from the workbook. Example people, dates, and certifications are illustrative, and the sample dates track the current day so the statuses always demonstrate.
Dental Attendance, Time Off, and Coverage System
Run coverage, PTO, and short-notice absences on one workbook. An attendance point engine carried over from a product already selling, plus three planning tabs built for the chair: a Coverage Planner, a PTO Blackout and Shift Swap view, and a Short-Notice Absence Protocol.
One-time purchase, no subscription. Instant download.
Built by expert HR practitioners and leaders
- A point engine with a shipped track record: the occurrence log, rolling window, and discipline stages are character-identical to a TrueStep HR product already in the catalog, so the math carries the trust of a shipped product
- Protected time kept separate: a protected-absence flag keeps the absences that should never earn points apart from the ones that should, the place homemade spreadsheets create risk
- Who covers the chair, today: a Coverage Planner that shows who covers each station, with an uncovered station flagged on the board
- Time off that does not collide: a PTO Blackout and Shift Swap tab that keeps requests from landing on the same day across a small team
- The 7 a.m. call-out, made routine: a Short-Notice Absence Protocol that turns a same-day call-out into a defined set of steps
The log carries a protected-absence flag so protected time stays separate from countable occurrences. It does not decide what counts as protected, and leave protections vary by state and change, so have your policy reviewed before you rely on it.
One editable Excel workbook, general business information, not legal or tax advice. It runs attendance and coverage against the values you set; it is not clinical scheduling software, and attendance, leave, and protected-absence rules change and vary by state, so confirm your requirements before you rely on this.
Last reviewed June 2026
One workbook: the point engine and three planning tabs
Everything runs in a single Excel file that also works in Google Sheets, with a worked Lakeview example on every tab. The Product License and a one-page Google Sheets guide are included.
Attendance Point Engine
Logs occurrences, applies a rolling window, and tracks discipline stages, with a protected-absence flag that keeps protected time separate from countable occurrences. The math is character-identical to a product already selling.
Coverage Planner
Shows who covers each station, so an uncovered chair is flagged on the board before it costs production.
PTO Blackout and Shift Swap
Keeps time off from colliding across a small team, with blackout dates and a place to record swaps.
Short-Notice Absence Protocol
Turns a 7 a.m. call-out into a routine: the steps from the first call to the chair covered.
Using This Workbook in Google Sheets
A one-page note on importing the workbook and what to confirm after the import.
Set the values, then run coverage every morning
Set your point values, map your stations, and enter your people. The workbook opens on a worked Lakeview practice so the logic is clear before you change anything.
Set the values and the stations
Replace the Lakeview sample with your team, set the point values that fit your practice, and map your stations on the Coverage Planner.
Log occurrences and protected time
Record each occurrence, and mark protected time with the flag so it counts zero. Points, the rolling window, and the discipline stage calculate on their own.
Run coverage and short-notice
Read the Coverage Planner each morning, keep time off off the same day on the PTO tab, and run the Short-Notice Absence Protocol when a 7 a.m. call comes in.
A shipped point engine, built for the chair
The math comes from a product already selling, and the three new tabs answer the real dental pain, which is coverage today.
Who it is built for
Who the workbook fits, and where to go if your need is something else.
Built for
- A practice owner or office manager who needs to know who covers the chair when an assistant calls out at 7 a.m.
- A small team where PTO collides on a paper calendar and late arrivals never get a real count.
- An office that wants the attendance math and the coverage board in one file, not three.
If your need is different
- The handbook, hiring, and the rest of practice HR. The Dental Practice HR Starter System covers the policy side.
- The whole practice HR program in one purchase. The Dental Practice HR System bundles this with the rest.
Before you buy
Does it handle absences that should not get points?
Is this clinical scheduling software?
Can I change the point values?
Do I need special software?
What is the refund policy?
What happens after I buy?
Can I expense this purchase to my business?
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Answer who covers the chair, every morning
Your team, your point values, and your stations: the workbook turns them into the attendance math, the coverage board, the PTO view, and the short-notice routine, on an engine already proven in the catalog.
Recordkeeping and planning support, not legal or tax advice. Last reviewed June 2026.