Most practices struggle because their "operating system" lives entirely in the heads of a few key employees. When someone gets sick, goes on vacation, or moves on, the practice suffers.
These 16 documents are designed to end that cycle.
By downloading this pack, you've just taken the single most important step toward moving your practice from "People-Dependent" to "System-Dependent". At T Brock Dental Operations, we believe that a well-run office isn't just about higher production—it's about a better quality of life for the Doctor and the Team.
How It Works (The "Pro" Way):
• The 30-Second Setup: Open each Word document, search for the placeholder [Insert Practice Name], and replace it with your actual practice name. In 30 seconds, the document is yours.
• The "Laminate & Post" Strategy: Don't just keep checklists (like the Infection Control Log) hidden on a computer. Print them, laminate them, and put them in the actual workspace. If it's visible, it's actionable.
• Industry Gold Standards: These templates are based on industry gold standards used by top-tier dental consultants, ready for you to tweak and make your own.
What's Inside Your $37 Starter Pack:
• SOP: Patient Check-In & Arrival Experience
• Workflow: Insurance Claims & Management
• SOP: Scheduling for Productivity (The "Rock, Pebble, Sand" Method)
• SOP: The "Short Call" (ASAP) List Management
• HR: Dental Assistant (DA) Job Description & Performance Standards
• LEADERSHIP: The "Self-Managed" Assistant Checklist
• SOP: The "High-Closure" Treatment Presentation
• DOCUMENT: The Formal Financial Agreement Template
• SOP: The "Over-the-Counter" Collections Workflow
• SOP: The "First Impression" New Patient Phone Script
• COMPLIANCE: HIPAA Daily Practices & Privacy Checklist
• SOP: The 10-Minute Morning Huddle Agenda
• COMPLIANCE: Infection Control & Sterilization Log
• DOCUMENT: Formal Patient Dismissal Letter
• MARKETING: Social Media & Photo Consent Form
• OPERATIONS: Supply Inventory & "Par Level" Order Form
Important Download Information:
Please note: Your download link will expire 24 hours after your first click. Please download and save the ZIP folder to your computer immediately upon purchase.
The hands-on execution of your Technology Roadmap. We handle the heavy lifting so your clinical team doesn't miss a beat.
• What’s Included: * Data migration and software configuration (e.g., moving to cloud-based PMS or optimizing existing setups).
• Integration of essential practice tools (patient communication, digital imaging, analytics).
• Creation of custom Standard Operating Procedures (SOPs).
• Dedicated team training sessions to ensure total adoption.
• Timeline: 4–8 Weeks
• Investment: Starting at $5,500 (Project-Based, Billed in Milestones)
The mandatory entry point for all new partnerships. We do not guess; we look at the data.
Before we build, we must assess. The Practice Health Audit is a 360-degree deep dive into your clinical flow, financial health, and team dynamics. We analyze your KPIs to identify the exact friction points that are capping your growth and draining your energy.
• What We Uncover: Hidden revenue leaks, hygiene utilization gaps, and inefficiencies in your high-value case presentation (All-on-4) workflows.
• The Deliverable: A comprehensive Profit Recovery Roadmap outlining your top three operational vulnerabilities and the exact steps needed to fix them.
• Timeline: 48-hour turnaround from data submission.
• Investment: $749(One-Time)
The "Partner" Phase 🤝 Most practices don't need a $150k/year full-time COO, but they do need executive-level leadership. I step in as your Fractional Operations Partner to manage the business side so you can stay focused on the clinical side.
You cannot be a full-time clinician and a full-time operations executive. In this phase, I act as your operational right hand on a monthly retainer. I manage the business infrastructure so you can reclaim your role as the CEO and Clinical Director.
• Executive Oversight: Active KPI management, vendor negotiation, and strict overhead control.
• Team Leadership: Weekly leadership syncs, staff accountability management, and performance reviews.
Weekly or Bi-weekly Leadership Meetings.
KPI Tracking & Financial Oversight.
Conflict Resolution and Team Alignment.
Strategic Growth Planning and Implementation.
Office policy and processes playbook to scale systems across the team. No bad habits handed down.
Vendor management
Customization to your own needs.
Roi: (return on investment )
The profitability and systems of a corporate DSO, while you maintain 100% independent ownership and clinical autonomy.
Investment : $2500-$5000 mo (Retainer based on practice volume and required hours)
No results match your search. Try removing a few filters.
