Endodontist Onboarding Checklist

Endodontist Onboarding Process

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

Endodontist Onboarding Checklist

1. Credentialing: The endodontist must complete the necessary paperwork and provide documentation to become credentialed with insurance companies and other third-party payers. This task is typically performed by the office manager or administrative staff, who handle the paperwork and communication with insurance providers.

2. Introduction to the team: The endodontist should be introduced to the rest of the dental team, including dentists, dental hygienists, dental assistants, and administrative staff. This introduction helps foster a sense of camaraderie and collaboration within the dental practice. The office manager or practice owner usually facilitates this task.

3. Familiarization with office policies and procedures: The endodontist should receive a comprehensive overview of the office policies and procedures, including scheduling, billing, infection control, and emergency protocols. This task is typically performed by the office manager or a senior staff member.

4. Review of patient records and treatment plans: The endodontist should review patient records and treatment plans to familiarize themselves with the ongoing cases and any pending treatments. This task is usually performed by the endodontist themselves, with assistance from the dental assistants or administrative staff.

5. Equipment and technology training: The endodontist should receive training on the specific equipment and technology used in the practice, such as digital radiography, cone-beam computed tomography (CBCT), and endodontic instruments. This training is typically provided by the dental assistants or a designated trainer within the practice.

6. Introduction to referral network: The endodontist should be introduced to the network of referring dentists and specialists who regularly send patients for endodontic treatment. This introduction helps establish professional relationships and ensures a smooth referral process. The office manager or practice owner usually facilitates this task.

7. Review of practice marketing strategies: The endodontist should be familiarized with the practice’s marketing strategies, including online presence, social media, and community outreach initiatives. This task is typically performed by the office manager or marketing coordinator.

8. Continuing education opportunities: The endodontist should be informed about the continuing education opportunities available to them, such as conferences, seminars, and online courses. This task is usually performed by the office manager or a designated staff member responsible for professional development.

9. Introduction to practice management software: The endodontist should receive training on the practice management software used to schedule appointments, manage patient records, and handle billing. This training is typically provided by the office manager or a designated trainer within the practice.

10. Review of infection control protocols: The endodontist should undergo training on the practice’s infection control protocols, including sterilization procedures, personal protective equipment (PPE) usage, and compliance with Occupational Safety and Health Administration (OSHA) guidelines. This training is typically provided by the dental assistants or a designated infection control coordinator within the practice.

11. Introduction to emergency procedures: The endodontist should be familiarized with the practice’s emergency procedures, including how to handle dental emergencies, medical emergencies, and evacuation protocols. This task is typically performed by the office manager or a designated staff member responsible for emergency preparedness.

12. Review of billing and insurance processes: The endodontist should receive training on the practice’s billing and insurance processes, including how to submit claims, handle pre-authorizations, and communicate with insurance providers. This training is typically provided by the office manager or a designated billing coordinator within the practice.

13. Introduction to practice philosophy and values: The endodontist should be introduced to the practice’s philosophy and values, which may include patient-centered care, ethical standards, and commitment to excellence. This introduction helps align the endodontist’s approach with the practice’s overall mission. The practice owner or senior dentist usually facilitates this task.

14. Shadowing and mentoring: The endodontist should have the opportunity to shadow and be mentored by experienced endodontists within the practice. This allows for hands-on learning, observation of clinical techniques, and guidance in managing complex cases. The senior endodontists or designated mentors within the practice perform this task.

15. Performance evaluation and feedback: The endodontist should undergo regular performance evaluations and receive constructive feedback to support their professional growth and development. This task is typically performed by the practice owner or senior dentists, in collaboration with the office manager or designated supervisor.

16. Integration into the practice’s culture: The endodontist should be encouraged to actively participate in team meetings, social events, and community outreach activities to foster a sense of belonging and integration within the practice’s culture. This task is facilitated by the office manager or designated team-building coordinator.

17. Review of legal and ethical responsibilities: The endodontist should receive training on legal and ethical responsibilities, including patient confidentiality, informed consent, and compliance with professional regulations. This training is typically provided by the practice owner or a designated compliance officer within the practice.

18. Introduction to patient communication and education: The endodontist should be trained on effective patient communication and education techniques to ensure clear and concise explanations of treatment options, procedures, and post-operative care. This training is typically provided by the senior endodontists or dental assistants.

19. Review of quality assurance and peer review processes: The endodontist should be familiarized with the practice’s quality assurance and peer review processes, which aim to ensure the delivery of high-quality care and continuous improvement. This task is typically performed by the practice owner or a designated quality assurance coordinator.

20. Development of a personal development plan: The endodontist should work with the practice owner or senior dentists to develop a personal development plan that outlines their professional goals, areas for improvement, and strategies for ongoing learning and growth. This plan serves as a roadmap for the endodontist’s career progression within the practice

Setting Up Your Employee Onboarding Process

From reading through the items in the example Endodontist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Endodontist up to speed and working well in your Dentistry 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.