Dental Onboarding System

A new dental hire gets a tour, a login, and a full patient schedule by Thursday. But the license still needs verifying, nobody has set aside trainer time, and the first check-in is weeks away. In a team of eight, losing that person at week six can disrupt the whole summer. The first 90 days deserve a clear plan.

The Dental Onboarding System gives you a plan for the first 90 days: a credential checklist before the first patient day, separate clinical and front office tracks, a structured first week of chairside shadowing, and check-ins at 30, 60, and 90 days to spot early warning signs.

What is inside

• 1. Start Here (PDF). A two-page guide showing the order: verify credentials at offer acceptance, complete the pre-start checklist, follow the track for the role, and hold the check-ins.
• 2. Dental Onboarding Tracks (Word + PDF). Separate clinical and front office tracks, each with a pre-start checklist, a day-one plan, a week-one plan, and 30-60-90 milestones. Also includes the welcome note template, the check-in form, and the early warning signs list.
• 3. First Week Chairside Shadowing Plan (Word + PDF). Five structured days for clinical hires, progressing from observation only to following the practice's daily workflow, with daily checklists, five-minute debriefs, and workflow orientation sign-offs.
• 4. Credential and License Verification Checklist (Word + PDF). Includes the pre-start verification step, per-role grids, personnel file guidance, a standing renewal system with a quarterly review, and a protocol for handling a credential found expired mid-employment.

The Product License is also included.

What makes it different

For clinical hires, the checklist calls for credential verification at offer acceptance and before the first patient day. It also includes a protocol for what to do if a credential is found expired mid-employment.

Front office and clinical hires have different first-week responsibilities, so each gets a separate track. The shadowing plan covers workflow orientation, while clinical competency remains the dentist's responsibility. The verification log begins with a completed sample row showing how to document a credential check.

Questions practice owners ask

How much of the doctor’s time does this take?

Less than an unstructured ramp. The pre-start checklist sets aside trainer time, daily shadowing debriefs take five minutes, and the check-ins use a one-page form.

Does the shadowing plan train clinical skills?

No. The sign-offs cover workflow orientation only. The dentist remains responsible for clinical competency, scope of practice, and supervision under state board requirements.

What are the early warning signs?

The list covers early patterns that can signal performance or retention concerns. Use it during the 30-day check-in to discuss what is happening and where the new hire may need support.

Do I need special software?

No. The documents open in Word, and each is also included as a PDF.

The Dental Hiring Kit covers hiring for the roles you onboard. The Practice Manager Conversations Toolkit provides scripts for difficult conversations. For the complete practice HR system, the Dental Practice HR System brings everything together in one purchase for less than buying the parts separately.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word or free equivalents, including LibreOffice and Google Docs. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

These working tools and editable templates provide general HR information, not legal advice. Have qualified counsel review applicable credential, onboarding, and wage requirements for your jurisdiction before adopting your process or making individual decisions.

Built to the TrueStep HR standard. Backed by a 30-day money-back guarantee. Questions: support@truestephr.com.

Want these in your company branding?

We can brand these files with your company logo and name for your team. Email support@truestephr.com with "Branded versions" in the subject, and we will follow up with options and pricing.