“Run Your Office Like a Business, Not a Battlefield.”

You’re great at dentistry — but running the office? That’s where the chaos begins. Missed calls. Late claims. Staff confusion. You’ve seen it all. But what if every process in your office — from scheduling to HR — ran off a proven, step-by-step system? That’s exactly what the Dental Office Systems Bundle™ gives you: ✅ 73 ready-to-use templates, ✅ Built for real dental offices, ✅ Designed to create structure, clarity, and consistency — fast. Plug them in once — and watch your office run smoother than ever.

The 3 Core Systems That Transform Every Practice

Workflow Systems That Simplify Your Day

Checklists and trackers for scheduling, claims, and recall that keep your day organized and predictable. Result: Fewer mistakes, smoother patient flow, higher productivity.

Administrative & Leadership Templates

Accountability sheets, KPI dashboards, and communication logs that give your team clear direction every morning. Result: Better teamwork and stronger daily performance.

HR Templates That Build Strong Teams

Onboarding guides, performance reviews, attendance trackers, and role-responsibility maps. Result: Organized staff, defined roles, and less turnover.

What’s Inside the Dental Office Systems Bundle™

Everything you need to systemize your practice — instantly. 🧩 You’ll Receive: 73 ready-to-use templates covering: Scheduling, billing, insurance & claim tracking KPI dashboards & accountability checklists Patient communication & follow-up logs Staff onboarding, HR forms, and evaluations Workflow charts for front desk and admin teams 🎁 Bonus Tools: Practice Profit Flow Blueprint – identify hidden leaks in your revenue stream Morning Huddle Dashboard Kit – track production goals in minutes Staff Performance Matrix – measure and coach effectively

Everything You’re Getting When You Join The Dental Office Systems Bundle™ Today

All the templates, workflows, and training you need to transform your dental office from chaos to control — bundled for maximum value.

Curriculum

3 Chapters · 74 Lessons

  1. 1

    Workflow, Management & Administration Templates

    1. (Included in full purchase)

      Disclaimer — Dental Office Systems Bundle™

    2. (Included in full purchase)

      ✅ Dental Insurance Verification Checklist

    3. (Included in full purchase)

      ✅ Dental Payment Record Template

    4. (Included in full purchase)

      ✅ Dental Morning Set-Up Checklist

    5. (Included in full purchase)

      ✅ End Of Day Closing Checklist

    6. (Included in full purchase)

      ✅ Dental Task Prioritization Template

    7. (Included in full purchase)

      ✅ Recall Call Tracker

    8. (Included in full purchase)

      ✅ Treatment Plan Explanation: Quick Reference Card

    9. (Included in full purchase)

      ✅ Insurance Follow Up Tracker

    10. (Included in full purchase)

      ✅ Treatment Acceptance Tracker

    11. (Included in full purchase)

      ✅ Hygiene Recall Log

    12. (Included in full purchase)

      ✅ Unscheduled Treatment Tracker

    13. (Included in full purchase)

      ✅ Pending Insurance Pre-Authorization Log

    14. (Included in full purchase)

      ✅ Patient Re-activation Tracker

    15. (Included in full purchase)

      ✅ Soft Collection Log

    16. (Included in full purchase)

      ✅ Smile Makeover Lead Tracker

    17. (Included in full purchase)

      ✅ Marketing Lead Conversion Sheet

    18. (Included in full purchase)

      ✅ Monthly KPI Dashboard

    19. (Included in full purchase)

      ✅ Insurance Claim Tracker Master Sheet

    20. ✅ Insurance & Business Glossary Free preview
    21. ✅ Denied Claims Appeal Sheet Free preview
    22. (Included in full purchase)

      ✅ Monthly Claims Aging Summary Sheet

    23. (Included in full purchase)

      ✅ Owner Profit Flowchart

    24. (Included in full purchase)

      ✅ Associate PayDay Self Audit

    25. (Included in full purchase)

      ✅ New Patient Intake Checklist

    26. (Included in full purchase)

      ✅ Cancellation / No-Show Tracking Sheet

    27. (Included in full purchase)

      ✅ Cancellation Follow Up Call Script

    28. ✅ No-Show Psychology Breakdown Sheet Free preview
    29. (Included in full purchase)

      ✅ No-Show Recovery KPI Dashboard

    30. (Included in full purchase)

      ✅ Urgency Framing Communication Sheet

    31. (Included in full purchase)

      ✅ Objection Response Matrix

    32. (Included in full purchase)

      ✅ Outstanding Treatment Value Dashboard

    33. (Included in full purchase)

      ✅ Unapplied & Overpayment Tracker

    34. (Included in full purchase)

      ✅ Insurance Pre-Authorization Pipeline Tracker

    35. (Included in full purchase)

      ✅ Production Goal Per Chair Per Provider Tracker

    36. (Included in full purchase)

      ✅ End Of Day Reconciliation Sheet

    37. (Included in full purchase)

      ✅ Scheduling Commandments

    38. (Included in full purchase)

      ✅ Dollars Per Hour Per Chair Tracker

    39. (Included in full purchase)

      ✅ Chair Time Value Sheet

    40. (Included in full purchase)

      ✅ Ownership Readiness Checklist

    41. (Included in full purchase)

      ✅ Associate To Owner Roadmap

    42. (Included in full purchase)

      ✅ Practice Opportunity Evaluation Checklist

    43. (Included in full purchase)

      ✅ Ownership Conversation Script

    44. (Included in full purchase)

      ✅ Same Day Treatment Conversion Sheet

    45. (Included in full purchase)

      ✅ Invisalign Consultation Presentation Script

    46. (Included in full purchase)

      ✅ Google Review Request Script Card

    47. (Included in full purchase)

      ✅ New Patient Welcome Script

  2. 2

    Leadership & CEO Templates

    1. ✔️CEO Command Dashboard : Monthly Control Panel Free preview
    2. (Included in full purchase)

      ✔️ Leadership KPI Review Meeting Template

    3. (Included in full purchase)

      ✔️ Leadership 1 On 1 Staff Coaching Template

    4. (Included in full purchase)

      ✔️ Provider Performance Review Sheet

    5. (Included in full purchase)

      ✔️ Team KPI Accountability: CEO Edition

    6. (Included in full purchase)

      ✔️ Clinic Location Market Evaluation Worksheet

    7. (Included in full purchase)

      ✔️ Clinic Culture Behaviour Alignment Sheet

    8. (Included in full purchase)

      ✔️ Associate Production Tracker

    9. (Included in full purchase)

      ✔️ Expansion Readiness Calculator

    10. (Included in full purchase)

      ✔️ Chair Utilization Capacity Dashboard

    11. (Included in full purchase)

      ✔️ Collections Leak Audit Sheet

    12. (Included in full purchase)

      ✔️ Overhead % Breakdown Dashboard

    13. (Included in full purchase)

      ✔️ Owner Profit Allocation Dashboard

    14. (Included in full purchase)

      ✔️ Clinic Profit Summary Dashboard

    15. (Included in full purchase)

      ✔️ Annual Growth Trend Dashboard

    16. ✔️ Multi Location Comparison Dashboard Free preview
    17. (Included in full purchase)

      ✔️ Staff Performance Evaluation Tracker

    18. (Included in full purchase)

      ✔️ Monthly Team Performance Dashboard

    19. (Included in full purchase)

      ✔️ Staff Role Responsibility Matrix

    20. (Included in full purchase)

      ✔️ Cross Training Progress Tracker

    21. (Included in full purchase)

      ✔️ Staff Training Certification Log

  3. 3

    HR Templates

    1. (Included in full purchase)

      Staff Onboarding Orientation Checklist

    2. (Included in full purchase)

      Employee Documentation Tracker

    3. (Included in full purchase)

      Performance Behaviour Improvement Plan

    4. (Included in full purchase)

      Time Off Tracker

    5. (Included in full purchase)

      Annual Employee Review

    6. (Included in full purchase)

      Employee Goal Setting Sheet

What people are saying

These offices used the exact templates inside the bundle — and saw instant clarity, smoother days, and stronger performance.

”
Worth every dollar. For what we paid, the value is unreal. The bundle easily replaces months of consulting fees. We systemized our scheduling and billing in less than a week.
Sonia R., Office Manager

Edmonton, Canada

”
I didn’t realize how disorganized we were until I saw these workflows. It’s literally a management system disguised as a course.
Dr. Christina H., Owner Dentist

Halifax

”
I’m opening a second location, and now I actually have repeatable systems to train new staff. This program gave me the confidence to grow.
Dr. Emily T., Dental CEO

Sacramento

”
Before this, we were always catching up. Now, we review dashboards every Friday and fix problems before they grow. It’s changed our culture
Jessica N., Clinic Coordinator

Winnipeg

Download your 73 ready-to-use templates and systemize your dental practice today.

Six months from now… Your workflows are automated. Your HR systems are clear. You finally have the structure you always wanted — and the freedom to focus on patients, not paperwork. That’s the power of the Dental Office Systems Bundle™.

$249.00

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