HR tools built by a senior HR executive · United States
Previews are taken from the deliverable itself.
Dental practice HR foundations
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.
$89
Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.
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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.
See the Setup Session →What this closes
Fill the shaded fields in the Practice Policy Manual Template. The Field Guide beside it flags the policies that carry real weight, infection control included.
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
Step 1 is the Dental Practice HR Field Guide, file 7. Work down from there, and by step 6 you 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 front office and clinical split, the infection control acknowledgment, and how to keep it current.
Open the Manual Template and make it yours. Fill in the shaded fields, keep, customize, or remove each policy, set the three practice presets, match your state, and rebrand the footer before you hand it out.
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.
Distribute it and collect acknowledgment. Give the manual to every team member, have each one sign the acknowledgment, and record them on the Acknowledgment Log. Keep the signed copies on file.
Keep it current. Review it once a year, and whenever a law, your headcount, or your practice changes, and keep your required workplace postings up to date alongside it.
Before you buy
The point of a product page is to let you judge the work before checkout.
6 PDF guides, 1 Word document, 1 Excel workbook, 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.
Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.
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.
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
These products address the next connected step in the same situation, operating method, or industry.
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.
Run a new hire’s first 90 days on purpose. A credential gate clears the first patient day, and a clinical track and a front office track carry the plan.
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.
