Dental Office SOP Checklist

An SOP library should cover the workflows your team performs frequently, the processes that carry risk and the tasks that become difficult when a key person is away.

Front desk and patient communication

Document opening and closing, telephone standards, scheduling, confirmations, new-patient intake, recall, cancellations and patient handoffs.

People and management

Include onboarding, role expectations, meetings, performance conversations, vacation requests, privacy, confidentiality and offboarding.

Clinical and financial coordination

Review sterilization, documentation, emergencies, insurance verification, predeterminations, payment collection and accounts receivable. Assign review dates and document approvals.