Dental Continuing Education Checklist: Compliance & Staff Development

Never miss a CE requirement again! This Dental Continuing Education Checklist ensures your entire team stays compliant, updated on best practices, and invested in their professional growth - all in one easy-to-use template.

This Template was installed 5 times.

CEU Tracking & Reporting

1 of 8

Records of completed courses, hours, and licenses.

Course Completion Date

CEU Credits Earned

Course Title

Provider Name

CEU Type

Certificate of Completion

Course Description (brief)

License Number

Course Selection & Approval

2 of 8

Process for identifying, approving, and assigning relevant CE courses.

Course Relevance to Role

Estimated CEU Hours

Course Format

Proposed Course Date

Justification for Course Selection

Approval Status

License Renewal Compliance

3 of 8

Verification of license renewal dates and required CEU credits.

License Expiration Date

Required CEU Credits

CEUs Earned Towards Renewal

Renewal Application Status

Application Submission Date

Copy of Renewal Application (if applicable)

Renewal Method

Staff Participation & Attendance

4 of 8

Documentation of staff attendance at CE events and online courses.

Course Date

Course Start Time

Course Format (Online/In-Person)

CEU Credits Earned

Course Provider

Brief Course Description/Summary

Certificate of Completion

Confirmation of Attendance

Course Documentation & Verification

5 of 8

Collection and retention of certificates and course completion records.

Certificate of Completion

Course Completion Date

Course Provider Name

Course Title

CEU Credits Earned

Course Format (e.g., Online, In-Person)

Course Summary/Key Takeaways

Budget & Resource Allocation

6 of 8

Tracking of expenses related to continuing education and development.

Annual CEU Budget

Average Cost Per Course

Travel Expenses (if applicable)

Online Course Platform Subscription Costs

Funding Source (e.g., Practice, Staff)

Budget Review Date

Notes on budget constraints or adjustments

Regulatory Updates & Requirements

7 of 8

Monitoring state board changes and adjustments to CEU requirements.

Last Regulatory Update Review Date

Summary of Recent Regulatory Changes

Primary Regulatory Body Oversight

Number of New Regulations Introduced (Last 6 Months)

Date of Next Regulatory Update Review

Notes on Pending Legislation or Rule Changes

New Hire Onboarding - CEU Requirements

8 of 8

Ensuring new hires are aware of CEU obligations and access to resources.

Is CEU requirement disclosure included in onboarding documents?

Date CEU requirements explained to new hire

Brief summary of CEU requirements discussed with new hire

Number of CEU hours required for initial license/certification

Has new hire acknowledged responsibility for CEU compliance?

Upload signed acknowledgment of CEU responsibilities (Optional)

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