Looking for Dental Chairside Assistant Templates to download? See the main templates that a Dental Chairside Assistant would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Dental Chairside Assistant Templates
Contents
Dental Chairside Assistant Templates
There is a huge number of templates that someone in the Dental Chairside Assistant role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Dental Chairside Assistant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Patient Intake Form
2. Medical History Form
3. Treatment Consent Form
4. Dental Treatment Plan
5. Dental Charting Template
6. Dental Procedure Log
7. Appointment Schedule
8. Inventory Management Spreadsheet
9. Patient Billing Statement
10. Monthly Expense Report
Reports
Reports are often prepared by a Dental Chairside Assistant to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Patient Appointment Report
2. Treatment Plan Report
3. Insurance Claims Report
4. Inventory Report
5. Revenue Report
6. Patient Satisfaction Survey Report
7. Dental Procedure Report
8. Staff Productivity Report
9. Equipment Maintenance Report
10. Continuing Education Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Dental Chairside Assistant does and how they do it.
1. Preparing Dental Instruments SOP
2. Assisting with Dental X-Rays SOP
3. Sterilizing Dental Equipment SOP
4. Assisting with Dental Fillings SOP
5. Dental Impressions SOP
6. Assisting with Dental Extractions SOP
7. Dental Crown and Bridge Procedures SOP
8. Assisting with Dental Cleanings SOP
9. Dental Anesthesia Administration SOP
10. Dental Emergency Procedures SOP
Presentations
Dental Chairside Assistant presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Patient Education Presentation
2. Dental Procedure Overview Presentation
3. Oral Hygiene Tips Presentation
4. Dental Product Recommendations Presentation
5. Dental Office Policies and Procedures Presentation
Legal Docs
There are several key times when a Dental Chairside Assistant needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Consent Form Template
2. Medical History Form Template
3. Treatment Plan Template
4. HIPAA Release Form Template
5. Dental Insurance Claim Form Template
Health & Safety Templates
Health & Safety templates for a Dental Chairside Assistant ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Hazard Identification Checklist Template
3. Personal Protective Equipment (PPE) Inspection Template
4. Emergency Evacuation Plan Template
5. Infection Control Audit Template
Calendars
Setting up Dental Chairside Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Appointment Calendar
2. Patient Schedule Calendar
3. Treatment Plan Calendar
4. Continuing Education Calendar
5. Staff Meeting Calendar
Invoice Templates
Several types of Dental Chairside Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Services Invoice
2. Dental Supplies Invoice
3. Dental Equipment Invoice
4. Insurance Claims Invoice
5. Professional Services Invoice
Survey Templates
For a Dental Chairside Assistant to get insights related to the work they do, they need to send out Dental Chairside Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Dental Procedure Feedback Survey
3. Appointment Scheduling Survey
4. Dental Insurance Coverage Survey
5. Dental Equipment and Supply Survey
Meeting Agendas
Having premade Dental Chairside Assistant meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Staff Meeting
2. Patient Case Review Meeting
3. Equipment and Supplies Inventory Meeting
4. Continuing Education Planning Meeting
5. Dental Treatment Planning Meeting
Budget Templates
To manage finances well, a Dental Chairside Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Debt Repayment Budget Template
4. Personal Spending Budget Template
5. Healthcare Expenses Budget Template
Dashboards
Dashboards are a useful way for a Dental Chairside Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Appointment Dashboard
2. Treatment Plan Dashboard
3. Dental Supplies Inventory Dashboard
4. Patient Billing Dashboard
5. Dental Procedure Statistics Dashboard
Proposal Templates
For bidding or requesting work, a Dental Chairside Assistant needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Dental Equipment Proposal
2. Dental Supplies and Materials Proposal
3. Continuing Education and Training Proposal
4. Patient Education and Communication Proposal
5. Dental Office Renovation and Upgrades Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Dental Chairside Assistant templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
