Year-end dental practice checklist: your numbers, taxes, hiring and marketing before the new yearYear-end practice checklist
11 guides

Running a Dental Practice

Staff pay, front-desk systems, recall, case acceptance, scheduling, software, onboarding and compliance.

Practice ownersOffice managersFront-desk leads

A practice’s results come from its daily systems: how the phones are answered, how insurance is verified, how the schedule is built, how patients are brought back for hygiene and how treatment is presented. When those systems are written down and followed, the doctor spends the day on dentistry instead of putting out fires.

These guides cover the front desk, the schedule and the team. They include what dental staff are paid in Virginia, how to onboard new hires, what belongs in an employee handbook, and the OSHA and HIPAA basics every office needs.

Cisor Consulting’s practice management and systems operations service builds and trains these systems with your team, and our staff recruitment service helps you hire for them.

Start here

The basics, explained with example numbers.

Weigh your options

Comparisons for the decisions in front of you.

Put it into practice

Checklists and step-by-step processes.

Front-Desk Systems That Keep a Dental Practice Running

A dental front desk checklist for every day, week and month, plus huddle agenda, no-show policy, check-out script and the rules for reminder texts.

10 min readRead guide

Building a Hygiene Recall System That Works

How to set up a dental hygiene recall system: pre-appointing, reminder cadence, reactivating overdue patients, and the two numbers that show if it’s working.

10 min readRead guide

Improving Case Acceptance in a Dental Practice

How to measure dental case acceptance, present treatment so patients say yes, handle cost and financing questions, and follow up on unscheduled treatment.

10 min readRead guide

Block Scheduling for Dental Practices

How to set up dental block scheduling: setting a daily production goal, reserving blocks for high-value and new-patient visits, release rules and hygiene.

9 min readRead guide

Dental Insurance Verification: A Front-Desk Process

A dental insurance verification checklist and process: what to check, when, payer call script, electronic checks, Medicaid, self-pay estimates and records.

9 min readRead guide

Onboarding New Dental Staff

A dental office onboarding checklist for new hires: paperwork deadlines, license and CPR checks, OSHA and HIPAA training, and a 30/60/90-day plan.

9 min readRead guide

Dental Office Employee Handbook: What Virginia Practices Should Include

What a Virginia dental office employee handbook should cover in 2026: key policies, recent Virginia law changes, paid sick leave timing and common mistakes.

10 min readRead guide

OSHA and HIPAA Compliance Basics for Dental Offices

OSHA compliance for dental offices in Virginia, plus HIPAA: bloodborne pathogens, hazard communication, PPE, X-ray and amalgam rules, penalties and a calendar.

10 min readRead guide

Getting More Patient Reviews (the Compliant Way)

How to get more dental patient reviews without breaking FTC, Google or HIPAA rules: profile setup, when to ask, text templates and safe replies.

9 min readRead guide
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