Free guides, DAT prep, and a no-commission equipment marketplace
Templates

Free Templates and Checklists

12 printable checklists, logs and worksheets for running a dental practice. Free, no signup, no watermark.

Printable template

Associate Contract Review Checklist

A clause-by-clause printable checklist for reviewing an associate dentist employment agreement, with questions to ask and what is usually negotiable.

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Printable template

Used Dental Equipment Inspection Checklist

A printable, category-by-category inspection sheet for used dental equipment, with seller questions and the photo list to request.

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Printable template

Dental Equipment Maintenance Log

A printable daily, weekly, monthly, and annual maintenance log covering chairs, delivery units, compressors, vacuum, sterilizers, and imaging.

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Printable template

HIPAA Security Checklist for Dental Practices

A printable HIPAA checklist covering safeguards, business associate agreements, a risk analysis worksheet, and a breach log.

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Printable template

Insurance Verification Worksheet

A printable dental insurance verification worksheet covering benefits, frequencies, downgrades, waiting periods, coordination of benefits, and rep documentation.

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Printable template

Dental Job Posting Templates

Printable fill-in job posting templates for dental assistant, hygienist, and front office roles, with a list of what to leave out.

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Printable template

Morning Huddle Agenda Template

A printable, time-boxed morning huddle agenda covering the schedule, patient notes, hygiene handoffs, openings, and the day's number.

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Printable template

New Patient Phone Script and Call Sheet

A printable new patient call sheet with the full call flow, capture fields, and written responses to common objections.

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Printable template

Annual OSHA and Compliance Calendar for Dental Offices

A printable month-by-month compliance calendar covering OSHA, HIPAA, infection control, EPA, licensing, and employment tasks.

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Printable template

Practice Acquisition Due Diligence Checklist

A printable due diligence document request and review checklist covering financials, clinical, legal, staff, equipment, and real estate.

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Printable template

90-Day Staff Onboarding Plan

A printable onboarding plan for a new dental team member, from day one paperwork through the ninety-day review, with owners and sign-offs.

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Printable template

Sterilization Monitoring Log

A printable cycle log and spore test log for dental sterilizers, including the failed spore test action plan.

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How to use these

Every template on this page prints cleanly on letter paper: open it and use the print button, or print to PDF and fill it in on screen. They are starting points, not legal documents. Adapt them to your state's rules, your practice management software, and your own protocols, and have your attorney review anything that carries legal weight.