HR advisory, assessments, and operating tools for U.S. businesses
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Dental practice HR foundations
Set up the HR foundations for your dental practice over a weekend. The field guide explains what belongs in your practice manual, and the template gives you a starting point to adapt. Use the workbook to track adoption and the file setup guide to organize personnel files.
Start with the free Dental Practice Manager Readiness Assessment. Thirty practice situations show where you stand across six core areas of running a practice.
$89
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.
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Ready to put your tool to work?
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
The Field Guide explains which policies need particular attention, including infection control.
Fit
What is inside
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
How to use it
Begin with the Dental Practice HR Field Guide. Follow the six steps to put the system in place and keep it current.
Read the Field Guide first. It covers what a practice manual needs, at-will, equal opportunity, pay and hours, leave and coverage, the division between front office and clinical roles, the infection control acknowledgment, and how to keep it current.
Adapt the Manual Template for your practice. Fill in the shaded fields, decide which policies to keep, customize, or remove, set the three practice presets, match your state, and rebrand the footer before distributing it.
Set up employee files with the File Setup Guide and the workbook Personnel File Setup tab. Separate the main file, the confidential file, the I-9, and the protocol acknowledgments, and keep medical records out of the main file.
Track your work in the Workbook. Run the Coverage Check for your headcount, mark each policy on the Policy Adoption Tracker, and keep Definitions handy.
Give the manual to every team member and collect a signed acknowledgment from each person. Record the acknowledgments on the Acknowledgment Log and keep the signed copies on file.
Review the manual once a year and whenever a law, your headcount, or your practice changes. Check your required workplace postings at the same time to keep them up to date.
Before you buy
Find details about file formats, delivery, licensing, and refunds.
You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.
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.
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.
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.
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.
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.
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
Explore related tools for the same situation, operating method, or industry.
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.
Plan a dental hire's first 90 days, with credential checks before the first patient day and separate onboarding tracks for clinical and front office roles.
Manage coverage, PTO, and short-notice absences in one workbook. Track attendance points over a rolling window, see discipline stages, and use three planning tabs built for dental chair coverage.
