DENTAL OFFICE OPERATIONS CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)

--- PATIENT SCHEDULING & RECEPTION ---
[ ] Daily Appointment Book Review Date
[ ] Number of New Patients Scheduled Today
[ ] Number of Existing Patients Scheduled Today
[ ] Confirm Daily Greeting Script Followed? (Yes, No, N/A)
[ ] Verify Waitlist Protocol Followed? (Yes, No, N/A)
[ ] Time of Daily Reception Area Cleanliness Check
[ ] Notes on any Scheduling Issues or Patient Concerns

--- CLINICAL PROCEDURES & STERILIZATION ---
[ ] Last Instrument Tray Sterilization Date
[ ] Autoclave Cycle Count
[ ] Autoclave Validation Method Used (Biological Indicator, Chemical Indicator, Physical Indicator)
[ ] Surface Disinfection Protocol Followed (EPA-Registered Disinfectant A, EPA-Registered Disinfectant B, Facility Standard Protocol)
[ ] Notes on Autoclave Performance or Issues
[ ] Personal Protective Equipment (PPE) Checklist (Gloves, Mask, Gown, Eye Protection)
[ ] Last Waterline Flushing Date
[ ] Record any unusual observations during sterilization process

--- INVENTORY MANAGEMENT & ORDERING ---
[ ] Current Quantity: Nitrous Oxide
[ ] Minimum Stock Level: Impression Materials
[ ] Last Order Date: Disposable Gloves
[ ] Units to Order: Syringes (Size 3ml)
[ ] Preferred Supplier: Local Dental Supply Company (Supplier A, Supplier B, Supplier C)
[ ] Notes on Specific Needs or Requests for Next Order
[ ] Order Status (Not Placed, Placed, Received, Backordered)
[ ] Quantity: Amalgam Tablets

--- EQUIPMENT MAINTENANCE & CALIBRATION ---
[ ] Last X-Ray Machine Calibration Date
[ ] X-Ray Machine Exposure Settings (mA, kVp, Time)
[ ] Last Ultrasonic Scaler Maintenance
[ ] Notes from Ultrasonic Scaler Maintenance (e.g., repairs, adjustments)
[ ] Autoclave Validation & Testing Date
[ ] Autoclave Validation Test Results (e.g., spore tests)
[ ] Dental Handpiece RPM Test Result
[ ] Handpiece Lubrication Status (Lubricated, Not Lubricated)

--- FINANCIAL & BILLING PROCEDURES ---
[ ] Number of Claims Submitted
[ ] Number of Claims Denied
[ ] Amount of Patient Balances
[ ] Payment Processing Method Verified? (Credit/Debit Card, Check, Cash, Other)
[ ] Last Insurance Verification Date
[ ] Notes on any billing discrepancies
[ ] EHR/Billing System Backup Completed? (Yes, No)
[ ] Total Outstanding Patient Balances

--- REGULATORY COMPLIANCE & SAFETY ---
[ ] Last HIPAA Training Completion Date
[ ] Fire Extinguisher Inspection Frequency (Months)
[ ] OSHA Compliance Status (Compliant, Needs Improvement, Not Compliant)
[ ] Safety Hazards Identified (Check all that apply) (Slippery Floors, Inadequate Lighting, Electrical Hazards, Sharp Objects, Poor Ventilation)
[ ] Emergency Action Plan Document
[ ] Last Medical Gas Cylinder Inspection Date
[ ] Record of Recent Safety Incident & Corrective Actions
[ ] Radiation Safety Program Status (Active, Under Review, Suspended)

--- PATIENT COMMUNICATION & RECORDS ---
[ ] Last Patient Communication Log Review Date
[ ] Summary of Patient Feedback (Recent Reviews/Complaints)
[ ] HIPAA Training Confirmation Status (All Staff) (Complete, In Progress, Needs Completion)
[ ] Patient Consent Forms (Sample)
[ ] Number of Patient Communication Logs Reviewed This Period
[ ] Date of Last Patient Privacy Policy Update
[ ] Notes on Patient Communication Challenges/Improvements

--- STAFF TRAINING & PERFORMANCE ---
[ ] Last HIPAA Training Completion Date
[ ] Last OSHA Compliance Training Date
[ ] Number of Continuing Education Credits Completed (Past Year)
[ ] Areas of Expertise/Training (Select All That Apply) (Dental Assisting, Dental Hygiene, Dentistry (General), Endodontics, Oral Surgery, Pediatric Dentistry, Radiology, Infection Control)
[ ] Summary of Recent Performance Review Feedback
[ ] Current Performance Level (Exceeds Expectations, Meets Expectations, Needs Improvement)
[ ] Copy of Certification/License (if applicable)

--- OFFICE SECURITY & EMERGENCY PREPAREDNESS ---
[ ] Last Security System Inspection Date
[ ] Fire Extinguisher Inspection Frequency (Months)
[ ] Emergency Procedures Posted? (Yes - Clearly Visible, Yes - Posted Electronically, No)
[ ] Briefly describe emergency contact list distribution
[ ] Last First Aid Kit Restock Date
[ ] Building Security Protocol (Keypad Entry, Receptionist Screening, Security Cameras, None)
[ ] Copy of Emergency Action Plan

--- MARKETING & PATIENT RETENTION ---
[ ] Number of New Patient Inquiries This Month
[ ] Patient Retention Rate (%), Last Quarter
[ ] Current Marketing Campaign Focus (Social Media, Email Marketing, Referral Program, Local Advertising, Website SEO)
[ ] Summary of Recent Marketing Campaign Performance
[ ] Date of Last Patient Satisfaction Survey
[ ] Marketing Channels Currently Utilized (Facebook, Instagram, Google Ads, Email Newsletter, Local Community Events)
[ ] Notes on Patient Feedback Regarding Marketing

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/templates/dental-management/dental-office-operations-checklist-template
(Click "Install Template" to launch your digital inspection tool immediately)