Dental Specialist Onboarding Checklist

Dental Specialist Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Dental Specialist 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 Specialist, you’re in the right place. We’ve put together a sample Dental Specialist onboarding checklist below and have created onboarding templates & resources to help.

Dental Specialist Onboarding Checklist

1. Orientation: The new dental specialist attends an orientation session to familiarize themselves with the company’s mission, values, policies, and procedures. This task is typically performed by the HR department or a designated orientation coordinator.

2. Introduction to the Team: The new dental specialist is introduced to their immediate team members, including dentists, dental hygienists, dental assistants, and administrative staff. This task is usually performed by the team leader or supervisor.

3. Facility Tour: The new dental specialist is given a comprehensive tour of the dental facility, including the treatment rooms, sterilization area, laboratory, and administrative areas. This task is typically performed by a senior staff member or the practice manager.

4. Review of Patient Management Systems: The new dental specialist is trained on the practice’s patient management software, including scheduling, charting, billing, and electronic health records. This task is usually performed by the office manager or a designated IT staff member.

5. Introduction to Equipment and Instruments: The new dental specialist is introduced to the various dental equipment and instruments used in the practice, such as dental chairs, X-ray machines, handpieces, and dental materials. This task is typically performed by a senior dental assistant or a designated equipment specialist.

6. Review of Infection Control Protocols: The new dental specialist undergoes training on infection control protocols, including proper hand hygiene, personal protective equipment usage, sterilization techniques, and disposal of hazardous materials. This task is usually performed by the infection control coordinator or a designated staff member.

7. Review of Emergency Procedures: The new dental specialist is trained on emergency protocols, including medical emergencies, fire safety, and evacuation procedures. This task is typically performed by the office manager or a designated safety officer.

8. Introduction to Practice Policies: The new dental specialist is provided with an overview of practice policies, such as appointment scheduling, patient communication, billing and insurance procedures, and professional conduct. This task is usually performed by the office manager or a designated staff member.

9. Shadowing and Observing: The new dental specialist spends time shadowing experienced dentists and dental specialists to observe various procedures, patient interactions, and treatment planning. This task is typically coordinated by the team leader or a designated mentor.

10. Continuing Education Opportunities: The new dental specialist is informed about the practice’s commitment to continuing education and provided with information on available courses, conferences, and workshops to enhance their professional development. This task is usually performed by the office manager or a designated education coordinator.

11. Introduction to Referral Network: The new dental specialist is introduced to the practice’s referral network, including specialists from other dental disciplines, medical professionals, and allied healthcare providers. This task is typically performed by the office manager or a designated referral coordinator.

12. Performance Expectations and Goal Setting: The new dental specialist meets with their supervisor or team leader to discuss performance expectations, set goals, and establish a plan for professional growth within the company. This task is typically performed by the team leader or supervisor.

13. Review of Compliance and Regulatory Requirements: The new dental specialist undergoes training on compliance with relevant healthcare regulations, such as HIPAA, OSHA, and state dental board guidelines. This task is usually performed by the compliance officer or a designated staff member.

14. Introduction to Practice Marketing and Patient Acquisition Strategies: The new dental specialist is provided with an overview of the practice’s marketing initiatives, including online presence, patient referral programs, and community outreach activities. This task is typically performed by the marketing coordinator or a designated staff member.

15. Performance Evaluation and Feedback: The new dental specialist participates in regular performance evaluations and receives constructive feedback from their supervisor or team leader to support their professional growth and development. This task is typically performed by the team leader or supervisor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Dental Specialist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Dental Specialist 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.