Resources Designed for Real Pediatric Dental Practices

Everything You Need to Develop Confident Teams and Standardize Your Practice

Whether you’re hiring your first team member, onboarding an experienced employee, improving communication, strengthening leadership, or standardizing your office systems, the PDTA provides practical, ready-to-use resources developed specifically for pediatric dental practices.

Every resource has been developed from real-world pediatric dentistry experience and is designed to help you build a stronger, more consistent practice.

Choose a resource below to get started.

PDTA Pediatric Practice Playbooks

  1. Onboarding & Integrating a New Pediatric Dental Assistant with Little or No Dental Experience
  2. Onboarding & Integrating a Recent Dental Assisting Graduate into Your Pediatric Dental Practice
  3. Onboarding & Integrating an Experienced General Dental Assistant into Your Pediatric Dental Practice
  4. Onboarding & Integrating an Experienced Pediatric Dental Assistant into Your Pediatric Dental Practice
  5. Onboarding & Integrating a Recent Dental Hygiene Graduate into Your Pediatric Dental Practice
  6. Onboarding & Integrating an Experienced General Practice Dental Hygienist into Your Pediatric Dental Practice
  7. Onboarding & Integrating an Experienced Pediatric Dental Hygienist into Your Pediatric Dental Practice
  8. Onboarding & Integrating a Sterilization Technician with Little or No Dental Experience into Your Pediatric Dental Practice
  9. Onboarding & Integrating a Sterilization Technician with Dental Experience into Your Pediatric Dental Practice
  10. Onboarding & Integrating a New Administrative Team Member with Little or No Dental Experience into Your Pediatric Dental Practice
  11. Onboarding & Integrating an Administrative Team Member with Dental Experience into Your Pediatric Dental Practice

Miscellaneous

Playful Promotions: A Year’s Worth of Creative Holidays for Pediatric Dental Offices 

The Top Ten Ways to Use PDTA Materials

It’s not just a cleaning!

Keeping Good Talent: Ten Proven Methods to Retaining Your Valued Staff

PDTA Training Module Completion Sheet – Blank

PDTA Training Module Completion Sheet 

Managing your temper in the office – Anger Awareness Toolkit

Harmony in your practice -10 Social Media Posts

5 Keys to Effective Communication

Workshops

Body Language / Non-verbal Communication Exercise
Body Language Charades exercise
Emotion List for Body Language Exercise
You Tube videos of bad body language – funny

Dental Terminology Exercise

Office Communication Standards Guide [PDF]

Dental Terminology workshop

Kid Friendly Dental Terms

Dental Language Guide [PDF]

Risk Management Exercise
Risk Management Exercise
Risk Management Scenarios

Scripting Exercise
Scripting Exercise
Scripting Scenarios

Verbal Communication Exercise
Verbal Communication Exercise
Numbers for Verbal Communication Exercise

Checklists

CDC Infection Control Checklists 2016 [PDF]
Risk Management Checklist

January “Choose One” checklist

Before Day One: Preparation Checklist [PDF]

Day One Onboarding Checklist [PDF]

30-Day Onboarding & Integration Evaluation [PDF]

Skills Management Checklists

Blank Training Chart [DOC]

New Employee Training Chart [Doc]

Floater New Asst. Training Chart [DOC]
Front Desk Training Chart [DOC]

Hygienist, Hygiene Assistant Training Chart [DOC]

Orthodontic Assistant Training Chart [DOC]

Restorative Assistant Training Chart [DOC]

Sterilization Training Chart [DOC]

Maintenance Checklists 
GENERAL INFO AND ANNUAL EQUIPMENT MAINTENANCE CHECKLIST
DAILY EQUIPMENT MAINTENANCE CHECKLIST
WEEKLY EQUIPMENT MAINTENANCE CHECKLIST
MONTHLY EQUIPMENT MAINTENANCE CHECKLIST
QUARTERLY EQUIPMENT MAINTENANCE CHECKLIST

Office Cleaning Checklists
DAILY OFFICE CLEANING CHECKLIST
WEEKLY OFFICE CLEANING CHECKLIST
MONTHLY OFFICE CLEANING CHECKLIST
YEARLY OFFICE CLEANING CHECKLIST

Staff Position Checklists
DENTAL ASSISTANT CHECKLISTS
DENTAL HYGIENIST CHECKLISTS
FINANCIAL COORDINATOR DAILY CHECKLIST
OFFICE MANAGER DAILY CHECKLIST
RECEPTIONIST DAILY CHECKLIST
SCHEDULING COORDINATOR DAILY CHECKLIST
TREATMENT COORDINATOR DAILY CHECKLIST

PDTA Front Desk Morning SOP [DOC]
PDTA Front Desk Morning SOP [PDF]

Website Annual Maintenance Tasks                                                                                                             7 Website Annual Maintenance Tasks

Job Descriptions

Administrative Assistant
Dental Assistant
Financial Coordinator
Front Office or Insurance
Front Office
Hygiene Assistant
New Patient Coordinator
Office Flow Chart
Office Manager Duties
Receptionist
Sterilization Assistant

Sample Ads

Change Your Career Ad
Webpage Long Ad
Newspaper Ads
Print Ads

Do you like to have fun at work?
Hygiene ad
Please read the FULL AD
Seeking the right person to fill opening for experienced dental front desk

Interview Questions

Initial Interview Questions
Interview Questions
Possible interview Questions
Suggested Interview Questions
Suggested Interview Questions for the Doctor
Telephone Interview Suggestions
Telephone Interview

Performance Review/Appraisal

Employee Review
Employee Growth Conference Employee Form
Employee Growth Conference Employer Form
Growth Appraisal
Performance Review
Personnel Efficiency Review
Year end Salary and Benefit Review 

Pediatric Team Clarity Checklist

Referrals

Spring Cleaning Flyer and Sign-up Sheets

Charting

Primary teeth chart
Chart with primary and permanent teeth showing teeth replacement positions
Chart with circles for permanent tooth surfaces
Chart for NP with tooth circles for tooth surfaces
Chart for recall appts with tooth circles for tooth surfaces
Chart for primary and permanent teeth with tooth circles for tooth surfaces

PDTA Pediatric Office Systems Library

  1. PDTA Front Desk Opening System
  2. PDTA Front Desk Closing System
  3. PDTA Front Desk Communication Standards System
  4. PDTA Incoming Calls System
  5. PDTA Outgoing Calls System
  6. PDTA Scheduling System
  7. PDTA Treatment Coordinator System
  8. PDTA Behavior Guidance and Patient Support System
  9. PDTA Morning Huddle System
  10. PDTA Parent Communication and Difficult Conversations System
  11. PDTA Insurance and Financial Coordination System
  12. PDTA New Employee Onboarding and Training System
  13. PDTA Clinical Flow and Chairside Efficiency System
  14. PDTA Sterilization and Infection Control System
  15. PDTA Emergency and Schedule Disruption System
  16. PDTA Doctor Leadership and Team Culture System
  17. PDTA Recall, Reactivation and Continuing Care System
  18. PDTA Sedation and Advanced Appointment Coordination System
  19. PDTA Documentation, Charting and Written Communication System
  20. PDTA New Patient Experience System