Dental Practice Manager Field Guide
Your free Dental Practice Manager assessment told you how you tend to manage across six core areas of running a practice.
These previews show pages from the files you receive.
The complete dental practice HR program
Dental Practice HR System
Five dental practice toolkits work together in one HR system. Start with the Practice HR Self Audit to identify where to begin, then use the Annual HR Calendar for Practices to organize the year. One license covers everything.
Start with the free Dental Practice Manager Readiness Assessment. Thirty practice situations show where you stand across six core areas of running a practice.
$199
Five toolkits bought separately: $365. Dental Practice HR System bundle: $199.
Priced from the five products inside: Dental Practice HR Starter System $89, Dental Hiring Kit $59, Practice Manager Conversations Toolkit $79, Dental Onboarding System $79, Dental Attendance, Time Off, and Coverage System $59.
- One-time purchase. Editable files.
- Your download link appears on the confirmation screen and in your receipt. No account needed.
- Request a full refund within 30 days with one email.
- Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.
Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.
Need approval first?
Ready to put your tool to work?
Add a one hour Setup Session, $149
Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.
See the Setup Session →Where to start
Find where your practice stands across six groups in the Self Audit.
Start with the folder that matches your lowest-scoring group.
DecisionComplete system
IndustryDental
Files19 PDF guides, 9 Word documents, 4 Excel workbooks
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRelated reference note: The dental practice manager
Fit
Is this the right fit for your work?
A good fit
- You want your dental practice HR tools together in one system.
- You want editable Word and Excel files that stay with your organization.
- You or a manager will run the process and want a clear sequence to follow.
When to consider another option
- For advice about one person's specific circumstances, consult qualified counsel.
- For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
- For help running the process, explore our advisory services.
What is inside
Every kit and workbook 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: an adaptable handbook, core practice policies, guidance on the policies that need particular attention, and a workbook to identify 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 difficult conversations, from the chronically late assistant to recurring front desk patterns and raise requests
In the kit4. Dental Onboarding System: a plan for the first ninety days, with the credential checklist before the first patient day, separate clinical and front office tracks, and check-ins at thirty, sixty, and ninety days. This kit is the system of record for credential verification, including the protocol for a credential found expired during employment
In the kit5. Dental Attendance, Time Off, and Coverage System: an attendance point tracker and planning tabs for coverage, PTO, and short-notice absences, including 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. The audit provides a scored baseline, and the calendar sets the schedule for recurring HR work throughout the year. TrueStep HR Product License (PDF): one license covering everything in this system.
Full file list, 32 files
- PDFStart Here: a guide to every file and the order to use them.
- WordDental Job Description Templates
- PDFFirst Week Chairside Shadowing Plan
- ExcelDental Practice HR Starter Workbook
- ExcelDental Attendance Time Off and Coverage Workbook
- ExcelAnnual HR Calendar for Practices
- ExcelPractice HR Self Audit
- PDFCredential Verification Checklist
- PDFCredential and License Verification Checklist
- PDFDental Practice HR Field Guide
- PDFSmall Practice File Setup Guide
- PDFWorking Interview Guide
- PDFPractice Manager Conversation Scripts
- PDFDoctor and Practice Manager Alignment Guide
- PDFDental Onboarding Tracks
- PDFAnnual HR Calendar One Pager
- WordPractice Policy Manual Template
- PDFConversations Start Here
- PDFConversations Practice Manager Conversation Scripts
- PDFOnboarding Start Here
- PDFHiring Start Here
- PDFTrueStep HR Product License: what you may and may not do with your purchased files.
- PDFUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
- PDFDental Practice HR Starter System Start Here
- PDFQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
- WordWorking Interview Guide
- WordCredential Verification Checklist
- WordPractice Manager Conversation Scripts
- WordDoctor and Practice Manager Alignment Guide
- WordDental Onboarding Tracks
- WordFirst Week Chairside Shadowing Plan
- WordCredential and License Verification Checklist
How to use it
Your first 15 minutes
Begin with the Practice HR Self Audit. Follow the steps in order, finishing with the annual calendar at step 7.
Open the Practice HR Self Audit and score your practice across six groups. The results show which toolkit to use first and establish a baseline for future comparisons.
Start with Folder 1 for the handbook, core policies, and guidance on the policies that need particular attention.
Prepare to hire with Folder 2. Use it to attract the right candidate, structure the working interview, and complete the pre-hire credential check.
Use Folder 3 for difficult conversations. Managers have word-for-word scripts for situations that come up in a small dental office.
Onboard every hire the same way. Folder 4 runs the first ninety days, with the credential checklist 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.
Plan coverage and attendance with Folder 5. Use it to see who covers the chair today, coordinate time off, and manage short-notice call-outs.
Finish with the Annual HR Calendar for Practices. Use it to schedule reviews and checkpoints throughout the year, with the one-pager pinned by the schedule.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
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.
Are these the real screenshots?
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Can I use the files in my business?
Yes. You can edit and brand the Word documents, fill in the Excel workbooks, and read or print the PDF guides for your own internal operations.
What if I need help applying it?
For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.
How do I get the files?
Right after payment, your download link appears on the confirmation screen and again in your email receipt. The files arrive as a ZIP download. No account is needed.
What do I need to open them?
You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.
What if it is not right for us?
Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.
Is this legal advice?
No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.
Who may use the files?
One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.
Extend the system
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