Dental Employee Onboarding Checklist: Training & Compliance
Ensure a smooth and compliant onboarding experience for every dental team member! Our Dental Employee Onboarding Checklist simplifies training, verifies credentials, and guarantees adherence to essential protocols - setting your practice up for success from day one.
This Template was installed 5 times.
Pre-Employment Paperwork
Verification of essential documents and agreements prior to the employee's start date.
Proof of Identification (e.g., Driver's License)
Social Security Card or Alternative Verification
Proof of Education/Credentials (e.g., Diploma, Certification)
Years of Experience (if applicable)
Employment Eligibility Verification (Form I-9)
Date of Employment Eligibility Verification Completion
Initial Orientation
Introduction to the practice, team, and essential policies.
Employee Full Name
Welcome Message & Practice Overview
Employee Role
Reporting Manager's Name
Start Date
Review of Team Members and their Roles
Office Tour Completion
HIPAA & Privacy Training
Comprehensive training on patient privacy regulations and data security protocols.
Summary of HIPAA Regulations
Protected Health Information (PHI) Categories
Examples of Permissible Disclosures
Examples of Prohibited Disclosures
Method of Communication - When Patient Consent is Required
Data Breach Reporting Procedures
Date of HIPAA Training Completion
OSHA & Safety Training
Ensuring understanding and adherence to Occupational Safety and Health Administration guidelines and practice-specific safety procedures.
Employee Name
Training Date
Review of Hazard Communication Standard (SDS)
PPE (Personal Protective Equipment) – Demonstrated Proper Use?
Fire Extinguisher Inspection – Last Serviced Date (MM/DD/YYYY)
Bloodborne Pathogens Standard – Understanding Exposure Procedures?
Certificate of Completion (if applicable)
Infection Control Procedures
Detailed training on sterilization, disinfection, and infection prevention protocols.
Review of Sterilization Cycle Parameters (Time, Temperature, Pressure)
Autoclave Temperature (degrees Celsius)
Autoclave Pressure (PSI)
Autoclave Cycle Time (minutes)
Type of Disinfectant Used
Detailed Log of Instrument Processing – Date, Type of Instrument, Sterilization Method
Image/Scan of Autoclave Spore Test Results (Positive/Negative)
Date of Last Biological Indicator Test
Dental Software Training
Familiarization with the practice management software and related functions.
Describe your understanding of patient scheduling functionality.
Enter number of patient records successfully entered.
Which report generation functions have you practiced?
Which modules have you reviewed in the software?
Explain how to navigate to and utilize the insurance claim submission process.
Clinical Procedures (Role Specific)
Training on specific clinical duties based on the employee's role (e.g., dental assistant, hygienist).
Instrument Tray Setup (DA/Hygiene)
Suction Bottle Capacity Check (DA)
Patient Positioning Assistance (DA/Hygiene)
Radiograph Processing (DA)
CPR/BLS Certification Expiration Date
Shadowing Checklist (New Hires)
Chairside Assisting Proficiency (DA)
Emergency Protocols
Understanding and practicing emergency procedures and protocols.
Emergency Contact Information (Patient & Employee)
Known Patient Allergies (if applicable)
Vital Signs - Pulse (BPM)
Vital Signs - Blood Pressure (Systolic/Diastolic)
Date of Emergency Incident
Time of Emergency Incident
Type of Emergency
Description of Emergency Event
Signature of Person Responding to Emergency
Practice Policies & Procedures
Review of key practice policies, including scheduling, billing, and patient communication.
Review of Appointment Scheduling Policy
Confirmation of Understanding of Billing Procedures
Explanation of Patient Communication Guidelines
Review of Late Cancellation/No-Show Fee
Explanation of Dress Code Policy
Policy Review Date
Performance Expectations & Goals
Clarification of job responsibilities, performance expectations, and initial goals.
Target Patient Satisfaction Score (out of 5)
Monthly Production Goal (in $)
Primary Area of Focus for Improvement
Specific Goals for Next 30 Days
Preferred Method for Performance Feedback
Follow-Up Performance Review Date
Sign-Off & Acknowledgement
Employee confirmation of training completion and understanding of policies.
Employee Signature
Date of Completion
Understanding of HIPAA?
Acknowledgment of Practice Policies
Comments/Questions
Dental Management Solution Screen Recording
See how ChecklistGuro can streamline your dental practice! This screen recording showcases key features like patient scheduling, charting, billing, and insurance claim processing using our BPM platform. Perfect for dental practices looking for a simplified and efficient workflow. #DentalSoftware #DentalPractice #PracticeManagement #DentalManagement #ChecklistGuro #BPM #ScreenRecording #DentalBilling
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