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Dental practice leadership

Practice Manager Conversations Toolkit

The five hardest conversations in a small practice, scripted word for word. They are paired with the alignment system that stops the doctor and the practice manager from undercutting each other.

FormatKit
Contents3 PDF guides, 2 Word documents
UseDownload and keep

$79

  • 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.

See the Setup Session →

What this closes

A practical system that moves the decision into real work.

Read the Alignment Guide with the doctor, in one sitting. Twenty minutes, and the decision rights table gets filled in while you are both in the room.

DecisionDevelop your managers
IndustryDental
Files3 PDF guides, 2 Word documents
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.

PDF · readPractice Manager Conversation Scripts: five complete scripts: chronic lateness on a six- person team, a hygienist performance concern handled on operational measurables only, a front desk patient complaint pattern, a raise request the practice cannot meet, and a two- person conflict in a small office. Each script includes the objective, preparation, exact wording, likely responses with suggested replies, documentation guidance, and follow-up actions (Word to edit)
Word · editDoctor and Practice Manager Alignment Guide: the decision rights table, the backchannel redirect, the weekly 15-minute alignment meeting, and the united-front rules, with a completed example (Word to fill in)
PDF · readTrueStep HR Product License (PDF): the license terms for this toolkit
FileEditable Word versions: Practice Manager Conversation Scripts (file 4). 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 Doctor and Practice Manager Alignment Guide, file 2. Work down from there, and by step 5 you hold the weekly alignment meeting without fail.

  1. Read the Doctor and Practice Manager Alignment Guide first, together with the doctor. It takes about 20 minutes.

  2. Fill in the decision rights table in the same sitting and book the weekly 15-minute alignment meeting on the calendar.

  3. Keep the Conversation Scripts on hand and read the relevant script the day before a hard conversation, not during it.

  4. Document every conversation the same day, using the documentation guidance in each script.

  5. Hold the weekly alignment meeting without fail. It is the maintenance plan for everything else in this toolkit.

Practice Manager Conversations Toolkit — 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?

3 PDF guides, 2 Word documents, 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.

Manager Script Library — the 7 files in this download shown as a stack of real pages: Excel + Word + PDF, 106 pages in all.
KitTSHR-160

Manager Script Library

The exact words for twenty-six hard conversations, with the replies for what people say back. A planner preps each one in ten minutes, and a log keeps the record and flags the follow-up.

Dental Hiring Kit — the 7 files in this download shown as a stack of real pages: Word + PDF, 43 pages in all.
KitTSHR-142

Dental Hiring Kit

Bring large-employer rigor to a small practice hire. You get complete job descriptions for the three core roles. You get a working interview run and paid the right way, and a credential file verified before the first patient day.