DENTAL STAFF PERFORMANCE REVIEW CHECKLIST 2026: COMPETENCY & GOAL SETTING

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--- EMPLOYEE INFORMATION & REVIEW OVERVIEW ---
[ ] Employee Full Name
[ ] Employee Role (Dentist, Dental Hygienist, Dental Assistant, Front Desk Coordinator, Office Manager)
[ ] Review Date
[ ] Review Period Start Date
[ ] Review Period End Date
[ ] Review Summary Overview
[ ] Employee Signature

--- CORE CLINICAL COMPETENCY ASSESSMENT ---
[ ] Infection Control Protocol Adherence (Exceeds Standards, Meets Standards, Needs Improvement, Unsatisfactory)
[ ] Clinical Skills Mastery (Instrument Sterilization, Radiograph/X-Ray Positioning, Impression/Scanning Accuracy, Aseptic Technique, Equipment Setup & Breakdown)
[ ] Clinical Error Rate (Monthly Average)
[ ] Clinical Competency Observations
[ ] Clinical Supervisor Verification

--- PATIENT INTERACTION & COMMUNICATION ---
[ ] Communication Strengths Observed (Clear explanation of treatment plans, Empathetic response to patient anxiety, Effective use of positive body language, Active listening skills, Professional telephone etiquette)
[ ] Patient Satisfaction Rating (Internal Audit) (Exceeds Expectations, Meets Expectations, Needs Improvement, Unsatisfactory)
[ ] Specific Feedback on Patient Interactions
[ ] Identified Communication Gaps
[ ] Observation Date

--- OPERATIONAL EFFICIENCY & WORKFLOW ---
[ ] Adherence to Daily Opening/Closing Protocols (Exceeds Expectations, Meets Expectations, Needs Improvement, Unsatisfactory)
[ ] Workflow Strengths Observed (Efficient Room Turnover, Proactive Instrument Preparation, Accurate Supply Restocking, Seamless Patient Transitions)
[ ] Average Patient Turnover Time (Minutes)
[ ] Observations on Workflow Bottlenecks
[ ] Specific Area for Efficiency Improvement

--- COMPLIANCE & SAFETY ADHERENCE ---
[ ] Infection Control Compliance Check (Sterilization Autoclave Logs Completed, PPE Usage Protocols Followed, Surface Disinfection Protocols Observed, Sharps Disposal Procedures Followed)
[ ] HIPAA Privacy Compliance Rating (Exceeds Standards, Meets Standards, Needs Improvement, Unsatisfactory)
[ ] Last Safety Training Completed Date
[ ] Identified Compliance Gaps & Corrective Actions
[ ] Compliance Officer Verification

--- ADMINISTRATIVE & DOCUMENTATION ACCURACY ---
[ ] Software Proficiency Areas (Patient Scheduling, Digital X-Ray/Imaging Management, Insurance Claims Processing, Billing & Payment Posting, Electronic Health Records (EHR))
[ ] Documentation Accuracy Rating (Exceptional, Proficient, Needs Improvement, Unsatisfactory)
[ ] Notes on Charting Errors or Discrepancies
[ ] Error Rate Percentage
[ ] Last Documentation Audit Date
[ ] Reviewer Verification

--- PROFESSIONALISM & TEAM COLLABORATION ---
[ ] Core Collaboration Competencies (Maintains positive attitude during high-volume shifts, Communicates effectively with clinical and admin staff, Assists teammates without being prompted, Follows internal communication protocols, Handles interpersonal conflicts professionally)
[ ] Overall Teamwork Rating (Exceeds Expectations, Meets Expectations, Needs Improvement, Unsatisfactory)
[ ] Specific Examples of Team Contributions
[ ] Areas for Behavioral Improvement
[ ] Manager Signature

--- REVIEW OF 2025 GOALS & ACHIEVEMENTS ---
[ ] Completed Objectives (All previous goals met, Partial goals met, Some goals deferred, New challenges encountered)
[ ] Summary of Key Achievements
[ ] Analysis of Unmet Objectives
[ ] Percentage of Annual Goals Accomplished
[ ] Supporting Documentation or Certifications

--- 2026 GOAL SETTING & DEVELOPMENT PLAN ---
[ ] Goal Target Completion Date
[ ] Primary Professional Goal 2026
[ ] Action Plan & Required Resources
[ ] Required Training/CE Categories (Clinical Skills, Software/Technology Training, Patient Communication, Compliance & Safety, Leadership & Management)
[ ] Priority Level (High, Medium, Low)
[ ] Employee Acknowledgment

--- FINAL SIGN-OFF & ACKNOWLEDGEMENT ---
[ ] Date of Review
[ ] Manager's Final Comments
[ ] Employee Feedback & Comments
[ ] Review Status (Completed, Pending Follow-up, Requires Re-evaluation)
[ ] Manager Signature
[ ] Employee Signature
[ ] Upload Signed PDF Copy

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