New Associate Onboarding Checklist

Complete onboarding checklist for new dental associates. Credentialing timeline, HR setup, Week 1 orientation, and 30/60/90-day production milestones.

A new associate costs you $30K-60K in lost production during credentialing delays and ramp-up. This checklist compresses that timeline and gets your new hire productive faster.

Before Day 1 (2-4 Months Out)

Insurance Credentialing

\u2610 List all insurance plans the practice accepts
\u2610 Submit credentialing applications to each carrier (allow 90-120 days)
\u2610 Track application status weekly (use tracking spreadsheet)
\u2610 Get NPI number if new graduate doesn't have one
\u2610 Submit DEA registration if not yet obtained
\u2610 Verify state dental license is active and unrestricted
\u2610 Set up provider in practice management system

HR and Legal

\u2610 Employment agreement signed (compensation, non-compete, benefits)
\u2610 Background check completed
\u2610 Malpractice insurance arranged (practice-provided or individual)
\u2610 W-4, I-9, direct deposit forms prepared
\u2610 Benefits enrollment package ready (health, dental, 401k, CE stipend)
\u2610 HIPAA training materials prepared
\u2610 OSHA training materials prepared

Week 1: Orientation

\u2610 Office tour and introductions to all staff
\u2610 Practice management software training (scheduling, charting, billing)
\u2610 Clinical protocols review (materials, techniques, referral patterns)
\u2610 HIPAA training completed and documented
\u2610 OSHA and infection control training completed
\u2610 Emergency procedures review
\u2610 Phone/communication protocols (how to handle emergencies, consultations)
\u2610 Schedule template reviewed (appointment types, time blocks, production goals)

Weeks 2-4: Ramp-Up

\u2610 Shadow experienced provider for 2-3 days (optional but valuable)
\u2610 Start with lighter schedule (60-70% capacity)
\u2610 Daily check-in with office manager or owner (first 2 weeks)
\u2610 Review treatment planning approach and case acceptance process
\u2610 Introduce to key patients and referring providers
\u2610 Set 30/60/90-day production goals

30/60/90-Day Milestones

Milestone	Target
Day 30: Production	40-50% of full capacity
Day 30: Credentialing	50%+ of plans active
Day 60: Production	65-75% of full capacity
Day 60: Credentialing	80%+ of plans active
Day 90: Production	80-90% of full capacity
Day 90: Credentialing	100% of plans active

Pro tip: Start credentialing applications the day the employment agreement is signed - not when the associate starts. The 90-120 day clock is your biggest enemy. Every week of delay costs $2,000-4,000 in lost production.

Disclaimer: This checklist covers common onboarding requirements. Specific requirements vary by state, specialty, and insurance carriers. Consult your practice attorney and HR advisor.