Practice ManagementBuild an SOP

Standard Operating Manual — Dentistry

Taking a Friday off shouldn’t require a miracle.

Right now the practice runs on tribal knowledge and one person who can never be sick. Write it down, and it runs on the manual.

Rev. 2026 · maintained weekly

Pull a card

When this happens, the manual answers

Sec. 01 — Front deskPhone ringsNew patient call workflowSec. 02 — TreatmentPatient diagnosedTreatment follow-up workflowSec. 03 — InsuranceClaim deniedInsurance workflowSec. 04 — HygienePatient overdueRecall workflow

The operating loop

How an idea becomes a Tuesday-afternoon habit

1Write the normal pathFive or six steps that should happen most of the time — before any exception paths.2Assign every handoffMost failures live between roles. Put a name and a time window on each handoff.3Train from the docSo the next new hire learns from the manual — not from whoever happens to be free.4Audit behaviorSample real cases against the checklist. Fix the SOP where it actually broke.

Interactive tool

The Dental SOP Generator

Pick one of eight recurring front-office breakdowns, answer a dozen questions about your practice, and walk away with a complete, printable SOP — trigger, owner, numbered steps with your PMS and your SLAs written in, an if-then exception table, a measurable definition of done, an audit plan, and a week-one rollout checklist. Copy it, print it, email it to yourself — then build the next one in about a minute.

Workflow

Eight recurring front-office breakdowns. Pick the one costing you the most this month — each option is a complete template, and your answers customize it.

Open the operating manual

Dental Front Desk ManagementPractical operating principles for calls, scheduling, handoffs, follow-up, and patient communication.Dental Recall SystemsHow to design consistent recall workflows, segmentation, accountability, and patient communication.Dental Case Acceptance OperationsOperational factors that shape treatment understanding, follow-up, financing discussions, and consultation continuity.Dental Staff Training SystemsHow to turn expectations into observable workflows, coaching, review, and continuous improvement.Dental Practice SOP LibraryA structured library framework for recurring practice workflows and role-specific checklists.Hiring a Dental Assistant: Pay, Job Ads, and InterviewsHow to hire a dental assistant in a market where candidates search “dental assistant jobs near me”: writing the ad, setting pay honestly, and interviewing for keeps.