Resources

Free calculators, checklists and guides for running the business side of a dental practice.

Calculators

Checklists

  • HIPAA compliance checklistChecklist

    Risk assessment, safeguards, business associate agreements and breach response, built for a quarterly review.

  • New-hire onboarding checklistChecklist

    Credentialing, HR setup, week-one orientation and 30/60/90-day production milestones for a new associate.

  • Staffing audit checklistChecklist

    Front desk, hygiene, assisting, office management and hiring, checked against staffing benchmarks.

  • Overhead checklistChecklist

    A section-by-section overhead audit with the benchmark for each category.

Guides

  • Practice sale guideGuide

    Preparing a practice for sale: timeline, valuation factors, choosing a broker and negotiating terms.

  • Benchmarking guideGuide

    National benchmarks for overhead, production, staffing and collections, with sources and how to use them.

Benchmark reports

  • BenchmarksData

    How we publish benchmark data, and what is in development.

  • Knowledge baseReference

    In-depth reference articles on practice economics.