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Resources


Master Forms




This amazing resource will assist you
in reaching new heights in your practice.


Master Forms is a collection of letters, forms, monitors, signs and announcements representing over 15 years of actual, practical consulting in progressive, growing dental practices across the country.  It is a true example of what great minds can create in addressing the many challenges of dynamic dental practice.


We Can Help.


Master Forms for the Exceptional Practice

These forms and letters are meant to be customized for your practice.  Along with over 100 files on CD-Rom, you will receive full-color, paper copies of each document.

Please note, these documents are in Microsoft Office Word and Excel formats (version 2002).  You will need to own and understand Microsoft Office computer software to fully utilize the items on the CD-ROM.

$495


 

 
Forms Packages

Forms Packages contain a paper copy of each form, as well as the Microcosft Office Word and Excel digital files on CD-Rom.  You can customize each form to meet the needs of your office!  (Microsoft Office required)

$75 each

Click on FORM NAME to view a sample
Adobe Reader Required

 

Phone Skills

  • Appointment Cancellation Policy Letter
  • Appointment Information Sheet
  • Continuing Care Call Analysis
  • Frequent Cancellation Letter
  • General Telephone Key Phrases
  • New Patient Call Tracking Form
  • New Patient Phone Call – Key Phrases
  • No-Show Letter Examples
  • Pending Treatment Call Analysis
  • Phone Call Emergency
  • Phone Call Exam and Cleaning
  • Phone Call Shopper
  • Priority Call List (Quick-Call)
  • Reactivation Letter – Active Perio Therapy
  • Reactivation Letter - Pending Operative Tx
  • Reactivation Letter – Perio Maintenance
  • Recall Letter
  • Recall Postcard Wording Sample




To receive your
FREE Exam / Cleaning Telephone Slip,
e-mail us at
info@KatherineEitel.com
with the word "Free Phone Slip"
in the subject line.


$75


 
Financial Arrangements
  • Administrative Appointment Checklist
  • Appointment and Financial Guidelines
  • Appointment and Insurance Guidelines
  • Appointment Outline (Pay-As-You-Go)
  • Change in Financial Policy Letters
  • Collection Monitor
  • Estimate for Professional Services (and example)
  • Financial Arrangements (In-Office Financing)
  • Financial Manager’s Checklist
  • Financial Policy (and example)
  • NSF Checks Policy
  • Pay Prompter (and example)
  • Preauthorized Credit Card Authorization
  • Pre-Consult Checklist
  • Treatment Plans (and example)

$75


 
Hygiene Department

  • Continuing Care Call Analysis
  • Continuing Care Exam-Treatment Plan
  • Hygiene Appointment Checklist
  • Hygiene Handoff Cheat Sheet
  • Hygiene Handoff Checklist
  • Hygiene Handoff Interview Questions
  • Hygiene Treatment Summary
  • Perio SRP Home-Care Instructions
  • Perio SRP Post-Operative Instructions
  • Perio Therapy – Informed Refusal
  • Perio Therapy Program (General Information)
  • Perio Therapy Programs - Case Types I, II, III
  • Priority Call List (Quick-Call)
  • Reactivation Letter – Active Perio Therapy
  • Reactivation Letter – Perio Maintenance
  • Recall Letter
  • Recall Postcard Wording Sample

 
$75


 
Charting and Documentation

  • Appointment Sequence Worksheet
  • Charting Abbreviation Key
  • Composite vs. Amalgam Restoration Consent Form
  • Continuing Care Exam-Treatment Plan
  • First Visit Questionnaire
  • General Consent Form (Patient Acknowledgement)
  • Hygiene Treatment Summary
  • Initial Exam and Treatment Plan/Comprehensive Exam
  • New Patient Exam Flow Chart
  • Personal Information Page (2)
  • Pre-Consult Checklist
  • Procedure Timing Form
  • Treatment Record (Progress Notes)

$75


 
Patient Reactivation

  • Continuing Care Call Analysis
  • Patient Attrition Monitor
  • Pending Treatment Call Analysis
  • Priority Call List (Quick-Call)
  • Reactivation Letter – Active Perio Therapy
  • Reactivation Letter - Pending Operative Tx
  • Reactivation Letter – Perio Maintenance
  • Recall Letter
  • Recall Postcard Wording Sample
  • X-ray Request Letter

 

$75


 
  Team Meetings

  • Annual Meeting Requests
  • Chart Review Checklist
  • Commitment Log
  • Meeting Agenda Planner
  • Meeting Minutes
  • Meeting Sign For Front Door
  • Morning Meeting Checklist
  • Morning Meeting Counter Sign
  • Project Task Form
  • Team Meeting Agenda

$75


 
Personnel Leadership

  • General Interview Questions
  • Growth Conferences
  • Incentive Worksheets
  • Position Descriptions Worksheets
  • Position Specific Interview Questions
  • Salary Analysis
  • Telephone Screening Questions
  • Written Interview Questions

 
$75


 
  Annual Business Plan Development

  • Annual Meeting Requests
  • Business Plan Worksheet
  • Overhead Budget Worksheet
  • Patient Flow Analysis
  • Salary Analysis
     AND

Insurance Independence


  • Appointment Outline
  • Financial Policy – insurance-free version (and example)
  • Insurance-Free Sample Letters
  • Patient Attrition Monitor
  • Patient Comfort Menu
  • Treatment Plans – Ins-Free
  • X-ray Request Letter

$75

 
Exceptional Products  ~  Frontline Coaching  ~  Motivational Speaking

(800) 595-7060     •     info@KatherineEitel.com

 
Monday Morning Stretch

Join our e-mail list (below) to receive this weekly kickoff e-message that breathes life back into your practice, your team, and you.  Challenge limiting beliefs, change the status-quo, and leap into your future.  (See a sample)

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