Dental Practice Manager Onboarding Checklist

Dental Practice Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Dental Practice Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Healthcare onboarding experience or just need an onboarding checklist for your new Dental Practice Manager, you’re in the right place. We’ve put together a sample Dental Practice Manager onboarding checklist below and have created onboarding templates & resources to help.

Dental Practice Manager Onboarding Checklist

1. Introduction to the company: The dental practice manager should be provided with a comprehensive introduction to the company, including its history, mission, values, and organizational structure. This task is typically performed by the HR department or a designated company representative.

2. Familiarization with policies and procedures: The dental practice manager should be given a thorough understanding of the company’s policies and procedures, including those related to patient care, employee conduct, safety protocols, and compliance with healthcare regulations. This task is usually performed by the HR department or a senior manager.

3. Introduction to the team: The dental practice manager should be introduced to the team members they will be working with, including dentists, dental hygienists, dental assistants, and administrative staff. This task is typically performed by the HR department or the immediate supervisor.

4. Training on dental software and systems: The dental practice manager should receive training on the dental software and systems used in the practice, such as electronic health records, appointment scheduling, billing, and insurance processing. This task is usually performed by the IT department or a designated trainer.

5. Understanding financial management: The dental practice manager should be provided with training on financial management, including budgeting, billing, insurance claims, and financial reporting. This task is typically performed by the practice owner or a designated financial manager.

6. Learning about dental procedures and terminology: The dental practice manager should receive training on common dental procedures, terminology, and equipment used in the practice. This will help them effectively communicate with the dental team and understand patient needs. This task is usually performed by the dentists or dental hygienists.

7. Familiarization with infection control protocols: The dental practice manager should be trained on infection control protocols and procedures to ensure compliance with healthcare regulations and maintain a safe environment for patients and staff. This task is typically performed by the practice’s infection control coordinator or a designated trainer.

8. Understanding human resources management: The dental practice manager should receive training on human resources management, including recruitment, hiring, performance evaluations, employee relations, and compliance with employment laws. This task is usually performed by the HR department or a designated HR manager.

9. Learning about marketing and patient acquisition strategies: The dental practice manager should be familiarized with marketing strategies and patient acquisition techniques used in the dental industry. This may include training on social media marketing, online reputation management, and patient referral programs. This task is typically performed by the marketing department or a designated marketing manager.

10. Reviewing emergency protocols: The dental practice manager should be trained on emergency protocols, including medical emergencies, fire safety, and evacuation procedures. This will ensure they can effectively respond to emergencies and protect the well-being of patients and staff. This task is usually performed by the practice owner or a designated safety officer.

11. Understanding insurance and billing processes: The dental practice manager should receive training on insurance and billing processes, including verifying insurance coverage, submitting claims, and handling patient billing inquiries. This task is typically performed by the billing department or a designated billing coordinator.

12. Familiarization with quality assurance and compliance: The dental practice manager should be trained on quality assurance and compliance processes, including maintaining patient confidentiality, adhering to HIPAA regulations, and implementing quality improvement initiatives. This task is usually performed by the practice owner or a designated compliance officer.

13. Introduction to continuing education opportunities: The dental practice manager should be informed about continuing education opportunities available to them and the dental team. This may include conferences, workshops, and online courses to enhance their professional development. This task is typically performed by the HR department or a designated training coordinator.

14. Reviewing practice-specific protocols: The dental practice manager should be provided with practice-specific protocols, such as appointment scheduling guidelines, patient communication procedures, and staff meeting protocols. This will ensure consistency and efficiency in practice operations. This task is typically performed by the practice owner or a designated senior manager.

15. Establishing communication channels: The dental practice manager should be introduced to the various communication channels used within the practice, such as email, phone systems, and internal messaging platforms. They should also be provided with contact information for key personnel within the company. This task is typically performed by the IT department or the immediate supervisor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Dental Practice Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Dental Practice Manager up to speed and working well in your Healthcare team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.