DENTAL EMPLOYEE ONBOARDING CHECKLIST: TRAINING & COMPLIANCE

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--- PRE-EMPLOYMENT PAPERWORK ---
[ ] Proof of Identification (e.g., Driver's License)
[ ] Social Security Card or Alternative Verification
[ ] Proof of Education/Credentials (e.g., Diploma, Certification)
[ ] Years of Experience (if applicable)
[ ] Employment Eligibility Verification (Form I-9) (U.S. Citizen, Lawful Permanent Resident, Authorized to Work)
[ ] Date of Employment Eligibility Verification Completion

--- INITIAL ORIENTATION ---
[ ] Employee Full Name
[ ] Welcome Message & Practice Overview
[ ] Employee Role (Dental Assistant, Registered Dental Hygienist, Office Manager, Receptionist)
[ ] Reporting Manager's Name
[ ] Start Date
[ ] Review of Team Members and their Roles
[ ] Office Tour Completion (Yes, No)

--- HIPAA & PRIVACY TRAINING ---
[ ] Summary of HIPAA Regulations
[ ] Protected Health Information (PHI) Categories (Name, Address, Date of Birth, Social Security Number, Medical Records, Insurance Information)
[ ] Examples of Permissible Disclosures
[ ] Examples of Prohibited Disclosures
[ ] Method of Communication - When Patient Consent is Required (Verbal, Written, Electronic)
[ ] Data Breach Reporting Procedures (Internal Reporting, State Authorities, Federal Authorities)
[ ] Date of HIPAA Training Completion

--- OSHA & SAFETY TRAINING ---
[ ] Employee Name
[ ] Training Date
[ ] Review of Hazard Communication Standard (SDS)
[ ] PPE (Personal Protective Equipment) – Demonstrated Proper Use? (Gloves, Masks, Eye Protection, Gowns)
[ ] Fire Extinguisher Inspection – Last Serviced Date (MM/DD/YYYY)
[ ] Bloodborne Pathogens Standard – Understanding Exposure Procedures? (Yes, No)
[ ] Certificate of Completion (if applicable)

--- INFECTION CONTROL PROCEDURES ---
[ ] Review of Sterilization Cycle Parameters (Time, Temperature, Pressure)
[ ] Autoclave Temperature (degrees Celsius)
[ ] Autoclave Pressure (PSI)
[ ] Autoclave Cycle Time (minutes)
[ ] Type of Disinfectant Used (Chlorine-based, Quaternary Ammonium, Alcohol-based, Other (Specify))
[ ] Detailed Log of Instrument Processing – Date, Type of Instrument, Sterilization Method
[ ] Image/Scan of Autoclave Spore Test Results (Positive/Negative)
[ ] Date of Last Biological Indicator Test

--- DENTAL SOFTWARE TRAINING ---
[ ] Describe your understanding of patient scheduling functionality.
[ ] Enter number of patient records successfully entered.
[ ] Which report generation functions have you practiced? (Patient Demographics, Appointment Summary, Treatment Planning, Financial Reports)
[ ] Which modules have you reviewed in the software? (Scheduling, Clinical Notes, Billing, Patient Communication, Inventory Management)
[ ] Explain how to navigate to and utilize the insurance claim submission process.

--- CLINICAL PROCEDURES (ROLE SPECIFIC) ---
[ ] Instrument Tray Setup (DA/Hygiene) (Confirmed all instruments present, Instruments properly sterilized, Tray organized according to procedure)
[ ] Suction Bottle Capacity Check (DA)
[ ] Patient Positioning Assistance (DA/Hygiene)
[ ] Radiograph Processing (DA) (Digital Radiography, Film Radiography)
[ ] CPR/BLS Certification Expiration Date
[ ] Shadowing Checklist (New Hires)
[ ] Chairside Assisting Proficiency (DA) (Beginner, Intermediate, Proficient)

--- EMERGENCY PROTOCOLS ---
[ ] Emergency Contact Information (Patient & Employee)
[ ] Known Patient Allergies (if applicable) (Penicillin, Latex, Codeine, Local Anesthetics, Other (Specify))
[ ] Vital Signs - Pulse (BPM)
[ ] Vital Signs - Blood Pressure (Systolic/Diastolic)
[ ] Date of Emergency Incident
[ ] Time of Emergency Incident
[ ] Type of Emergency (Medical Emergency, Dental Emergency, Fire, Other (Specify))
[ ] Description of Emergency Event
[ ] Signature of Person Responding to Emergency

--- PRACTICE POLICIES & PROCEDURES ---
[ ] Review of Appointment Scheduling Policy
[ ] Confirmation of Understanding of Billing Procedures (Patient Payment Options, Insurance Claim Submission, Collection Procedures)
[ ] Explanation of Patient Communication Guidelines
[ ] Review of Late Cancellation/No-Show Fee
[ ] Explanation of Dress Code Policy
[ ] Policy Review Date

--- PERFORMANCE EXPECTATIONS & GOALS ---
[ ] Target Patient Satisfaction Score (out of 5)
[ ] Monthly Production Goal (in $)
[ ] Primary Area of Focus for Improvement (Patient Communication, Efficiency, Technical Skills, Teamwork)
[ ] Specific Goals for Next 30 Days
[ ] Preferred Method for Performance Feedback (Regular 1:1 Meetings, Written Feedback, Project-Based Feedback)
[ ] Follow-Up Performance Review Date

--- SIGN-OFF & ACKNOWLEDGEMENT ---
[ ] Employee Signature
[ ] Date of Completion
[ ] Understanding of HIPAA? (Yes, No)
[ ] Acknowledgment of Practice Policies (Yes, I have read and understand, No)
[ ] Comments/Questions

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