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Dental practice leadership

Practice Manager Conversations Toolkit

$79 Go to price and purchase

Prepare for the five hardest conversations in a small practice with complete, word-for-word scripts. The accompanying alignment system helps the doctor and practice manager make decisions together and present a consistent message to the team.

FormatKit
Contents3 PDF guides, 2 Word documents
UseInstant download

Start with the free Dental Practice Manager Readiness Assessment. Thirty practice situations show where you stand across six core areas of running a practice.

$79

  • 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?

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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

Set aside one sitting with the doctor to review the Alignment Guide.

In 20 minutes, you can review the guide together and complete the decision rights table while you are both in the room.

DecisionDevelop your managers
IndustryDental
Files3 PDF guides, 2 Word documents
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.

Fit

Is this the right fit for your work?

A good fit

  • You are developing managers in a dental practice.
  • You want editable Word 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 help running the process, explore our advisory services.

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 · readStart Here: a guide to every file and the order to use them.
PDF · readPractice Manager Conversation Scripts
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.
PDF · readTrueStep HR Product License (PDF): the license terms for this toolkit.
Word · editPractice 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.

How to use it

Your first 15 minutes

Start with the Doctor and Practice Manager Alignment Guide. Follow the five steps to prepare for conversations and establish a dependable weekly alignment meeting.

  1. Review the Doctor and Practice Manager Alignment Guide together with the doctor. Allow about 20 minutes.

  2. Complete the decision rights table in the same sitting, then schedule the weekly 15-minute alignment meeting.

  3. Keep the Conversation Scripts on hand. Review the relevant script the day before a hard conversation so you can prepare what you want to say.

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

  5. Keep the weekly alignment meeting on the calendar. It gives the doctor and practice manager a regular opportunity to stay aligned on decisions and employee matters.

Practice Manager Conversations Toolkit: the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

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.

Are these the real screenshots?

Yes. The preview images show pages from the current deliverable, so you can see the layout and writing before you buy.

Can I use the files in my business?

Yes. You can edit and brand the Word documents for your own internal operations and read or print the PDF guides.

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. All files arrive as one ZIP. No account is needed.

What do I need to open them?

You can use Word, LibreOffice on a computer, or Google Docs in a browser. LibreOffice and Google Docs are free alternatives. 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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