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The complete dental practice HR program

Dental Practice HR System

The five practice toolkits are built to work together, and two tools run them as one program. A Practice HR Self Audit tells you where to start. An Annual HR Calendar for Practices keeps the year on track. One license covers everything.

FormatBundle
Contents19 PDF guides, 9 Word documents, 4 Excel workbooks
UseDownload and keep

$199

  • Editable operating files, not a subscription
  • Immediate access through the secure TrueStep HR store
  • Built and reviewed under the published TrueStep HR standard

Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.

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Add a one-hour setup session · $149

Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.

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What this closes

A practical system that moves the decision into real work.

Score the practice across six groups in the Self Audit. Whichever group scores lowest names the folder you open first.

DecisionComplete system
IndustryDental
Files19 PDF guides, 9 Word documents, 4 Excel workbooks
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

In the kit1 - Dental Practice HR Starter System: the handbook and the core practice policies, ready to adapt, with the few that carry real weight called out and a workbook that checks your gaps
In the kit2 - Dental Hiring Kit: ready-to-post dental job descriptions, the working interview structure with scoring, and a pre-hire credential check
In the kit3 - Practice Manager Conversations Toolkit: word-for-word scripts for the conversations a small office cannot hide from, from the chronically late assistant to the front desk pattern to the raise request
In the kit4 - Dental Onboarding System: the first ninety days on purpose, with the credential gate before the first patient day, a clinical track and a front office track, and check-ins at thirty, sixty, and ninety days. This folder is the system of record for credential verification, including the protocol for a credential found expired mid- employment
In the kit5 - Dental Attendance, Time Off, and Coverage System: the attendance point engine plus the coverage, PTO, and short-notice planning tabs that answer who covers the chair today
In the kitPractice HR Self Audit and Annual HR Calendar for Practices (Excel workbooks, exclusive to this system), with a print-and-pin calendar one-pager: your scored baseline audit and the cadence that keeps the year on track. TrueStep HR Product License (PDF): one license covering everything in this system
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 22).
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 24).

Also in the download: Dental Job Description Templates (editable Word, file 1), First Week Chairside Shadowing Plan (PDF, file 2; editable Word, file 30), Dental Practice HR Starter Workbook (Excel, file 3), Dental Attendance Time Off and Coverage Workbook (Excel, file 4), Credential Verification Checklist (PDF, file 7; editable Word, file 26), Credential and License Verification Checklist (PDF, file 8; editable Word, file 31), Dental Practice HR Field Guide (PDF, file 9), Small Practice File Setup Guide (PDF, file 10), Working Interview Guide (PDF, file 11; editable Word, file 25), Practice Manager Conversation Scripts (PDF, file 12; editable Word, file 27), Doctor and Practice Manager Alignment Guide (PDF, file 13; editable Word, file 28), Dental Onboarding Tracks (PDF, file 14; editable Word, file 29), Annual-HR-Calendar-One-Pager (PDF, file 15), Practice Policy Manual Template (editable Word, file 16), Conversations Start Here (PDF, file 17), Conversations Practice Manager Conversation Scripts (PDF, file 18), Onboarding Start Here (PDF, file 19), Hiring Start Here (PDF, file 20), and Dental Practice HR Starter System Start Here (PDF, file 23). Every file is in the same folder, named with the number shown here so the steps below point straight at it. Open these in Word to change the wording for your own company before you use them.

How to use it

Your first 15 minutes

Step 1 is the Practice HR Self Audit, file 6. Work down from there, and by step 7 you put the calendar to work.

  1. Run the self-audit first. Open the Practice HR Self Audit and score where the practice stands across six groups. It tells you which toolkit to open first and gives you the baseline you will measure against.

  2. Set the foundation. Folder 1 gives you the handbook and the core policies, with the few that carry real weight called out.

  3. Hire the right way. Folder 2 attracts the right candidate, structures the working interview, and runs the pre-hire credential check.

  4. Handle the hard conversations. Folder 3 puts the word-for-word scripts in the manager hands for the conversations a small office cannot avoid.

  5. Onboard every hire the same way. Folder 4 runs the first ninety days, with the credential gate before the first patient day and the two tracks for clinical and front office roles. Use this folder as your standing home for credential verification and renewals.

  6. Run coverage and attendance. Folder 5 answers who covers the chair today, keeps time off from colliding, and turns a short-notice call-out into a routine.

  7. Put the calendar to work. Load the Annual HR Calendar for Practices and let it pace the reviews and checkpoints for the year, with the one-pager pinned by the schedule.

Dental Practice HR System — the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Clear answers to the practical questions.

The point of a product page is to let you judge the work before checkout.

What exactly do I receive?

19 PDF guides, 9 Word documents, 4 Excel workbooks, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.

Are these the real screenshots?

Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.

Can I use the files in my business?

The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.

What if I need help applying it?

Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.

Extend the system

Build on this decision.

These products address the next connected step in the same situation, operating method, or industry.

Dental Practice HR Starter System — the 8 files in this download shown as a stack of real pages: Excel + Word + PDF, 56 pages in all.
BundleTSHR-141

Dental Practice HR Starter System

Stand up real HR for a small practice in a weekend. The field guide explains what a practice manual needs, and the manual template is yours to adapt. The workbook tracks adoption, and the file setup guide gets the personnel files right.