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Human Resources

Dental Staff Onboarding Checklist

A structured onboarding checklist for new dental team members across compliance, systems, workflows, customer service, and role-specific training.

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Best used for

Where this helps inside the clinic.

New staff

Associate onboarding

Front desk training

Dental assistant training

Resource structure

What the resource should help your team capture.

Pre-Start

Prepare before the first day.

Offer accepted
Documents collected
Schedule shared
Systems access prepared

Compliance Orientation

Document required training.

Privacy
Infection control
Safety
Emergency protocol
Sharps safety

Systems Training

Prepare operational access.

PMS
Phone
Messaging
Payments
Forms
Reporting

Role Competency

Confirm role readiness.

Shadowing
Supervised tasks
Competency sign-off
30 day review
90 day review

The Practice Presence for Dental Clinics

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