{"title":"Practice Performance","description":"\u003cp\u003eUnderstand your numbers, manage spending and turn business goals into action.\u003c\/p\u003e","products":[{"product_id":"marketing-kpi-roi-tracker-2026-excel-dashboard-for-dental-practices","title":"Dental Practice Marketing KPI Tracker 2026","description":"\u003cp\u003eKnow exactly where every marketing dollar is going — and what it's returning. This Excel dashboard gives your dental practice a complete marketing intelligence system, tracking new patient sources, campaign ROI, digital performance, and patient retention every month of the year.\u003c\/p\u003e\n\u003cp\u003eIncludes ADAAMA benchmarks so you can compare your results against real Australian dental practice standards — and know immediately whether you're ahead, behind, or on track.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Excel format\u003cbr\u003e✔ 2026 ADAAMA benchmarks included\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003cbr\u003e✔ 4 worksheets — ready to use from Day 1\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eWorksheet 1 — Monthly Marketing Dashboard\u003cbr\u003eTrack 40+ marketing metrics by month including new patient numbers by source, total marketing spend by channel, gross fee income, marketing ROI, cost per new patient, Google Business Profile performance, website visitors, social media followers, and patient retention rates. Annual totals and % vs target calculated automatically.\u003c\/p\u003e\n\u003cp\u003eWorksheet 2 — New Patient Source Tracker\u003cbr\u003eRecord the referral source for every new patient — Google, internal referral, social media, walk-in, Health Engine, letterbox drop and more. Tracks first visit value, treatment accepted, and recall booked.\u003c\/p\u003e\n\u003cp\u003eWorksheet 3 — Campaign ROI Comparison\u003cbr\u003eCompare every campaign you run side by side — spend, new patients, cost per patient, revenue, ROI vs target, and whether to run again. Stop investing in campaigns that don't perform.\u003c\/p\u003e\n\u003cp\u003eWorksheet 4 — ADAAMA Benchmarks 2026\u003cbr\u003e25+ benchmarks for Australian dental practices covering marketing budget, ROI, new patient acquisition cost, Google reviews, recall rates, social media, email, SMS, and health fund performance — with specific actions to take if you fall below benchmark.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53687227187564,"sku":null,"price":99.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/product_business.png?v=1777545573"},{"product_id":"practice-operations-pack-2026-incomplete-treatment-referrals-patient-scripts-journey-planner","title":"Dental Practice Operations Pack 2026","description":"\u003cp\u003eFour of the most impactful operational tools a dental practice manager can have — all in one pack. From recovering incomplete treatment revenue to building a referral culture, scripting confident patient conversations, and auditing your entire patient journey, this pack gives you the systems to run a tighter, more profitable practice.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 2026-compliant\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003cbr\u003e✔ 12 pages — 4 complete modules\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eModule 1 — Incomplete Treatment Follow-Up Procedure\u003cbr\u003eA structured 4-month follow-up system to recover outstanding treatment revenue. Includes a month-by-month follow-up sequence, SMS template, and a professional incomplete treatment letter template. Every step is designed to be warm and patient-centred — not pushy.\u003c\/p\u003e\n\u003cp\u003eModule 2 — New Patient Internal Referral System\u003cbr\u003eA complete word-of-mouth referral program with step-by-step instructions, referral tracking log, and a tiered thank-you system (handwritten card → gift delivery → loyalty gesture). Includes reception scripts for requesting work delivery addresses and the ADAAMA benchmark: 25–35% of new patients should come from internal referrals.\u003c\/p\u003e\n\u003cp\u003eModule 3 — Commonly Asked Patient Questions — FOC Script Guide\u003cbr\u003e20+ ready-to-use scripts covering the questions your front office team gets asked every day — fees, health funds, X-rays, whitening, implants, root canals, clear aligners, nervous patients, sterilisation, children, payment plans, and more. Fully editable with your practice-specific details. Designed as a training and role-play resource.\u003c\/p\u003e\n\u003cp\u003eModule 4 — Patient Journey Planner\u003cbr\u003eA self-assessment tool covering every stage of the patient experience — Before the Visit, Arrival \u0026amp; Reception, During the Appointment, Checkout, and After the Visit. Rate your practice 1–10 in each area, identify gaps, and build a written action plan. Any area below 7 requires immediate attention.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53687267459436,"sku":null,"price":59.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/category_patient.png?v=1777545573"},{"product_id":"foc-daily-opening-closing-checklist","title":"Daily Opening \u0026 Closing Checklist 2026 (CL1)","description":"\u003cp\u003eA comprehensive, print-and-use daily opening and closing checklist for Australian dental practices — covering every check required at the start and end of every clinical day. Part of the Resolve Dental Consultancy Practice Compliance Checklist Pack series.\u003c\/p\u003e\n\u003cp\u003ePrint one per day. The clinician opening the practice works through the morning list before the first patient. The last clinician out completes the closing list. Whoever performs the checks signs at the bottom — creating a daily record of compliance.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 5 pages — complete opening and closing checklist\u003cbr\u003e✔ Aligned with ADA Guidelines (AS\/NZS 5369:2023) for waterline flushing requirements\u003cbr\u003e✔ 2026-compliant\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eMorning Opening Checklist (22 items)\u003cbr\u003eA systematic pre-patient check covering: alarm and premises, lights and climate control, reception area presentation, front door signage, computer systems and practice management software, phones and voicemail, HICAPS and EFTPOS terminals, appointment schedule review, recall confirmations, surgery setup, dental unit waterline flushing (minimum 2 minutes — ADA\/AS\/NZS 5369:2023 requirement), autoclave and steriliser check, ultrasonic cleaner, PPE supplies, emergency kit and medication expiry dates, AED\/defibrillator battery check, oxygen cylinder pressure, sharps containers, clinical waste bins, infection control consumables, equipment fault log, and daily team huddle.\u003c\/p\u003e\n\u003cp\u003eEnd-of-Day Closing Checklist (21 items)\u003cbr\u003eA systematic post-patient check covering: patient records and treatment notes, end-of-day production reconciliation, tomorrow's appointment review, surgery cleaning and disinfection, instrument transport to sterilisation, sterilisation cycle completion and logging, dental unit covers, waterline flushing (minimum 2 minutes), autoclave water reservoir, suction line cleaning, sharps bins, clinical waste segregation, amalgam separator, computer log-off, patient document security, practice management software backup, voicemail update, kitchen appliances, clinical area shutdown, practice lock-up, and security alarm arming.\u003c\/p\u003e\n\u003cp\u003eDaily Sign-Off\u003cbr\u003eSpace for the completing team member's name, signature, position, and date — creating a written daily record that opening and closing checks were completed.\u003c\/p\u003e\n\u003cp\u003eResolve Tip\u003cbr\u003eA practical note recommending that opening and closing responsibilities are rotated between senior team members so no single person carries the burden daily.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53693939843436,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_reception_4.png?v=1777692441"},{"product_id":"foc-recall-appointment-book-audit","title":"Recall \u0026 Appointment Book Audit 2026 (CL7)","description":"\u003cp\u003eA structured monthly audit tool for Australian dental practices — covering appointment book performance and recall system health in a single review. Linked directly to Resolve Dental Consultancy KPIs 4 (New Patients) and 5 (Recall Pre-Booking Rate). Part of the Resolve Dental Consultancy Practice Compliance Checklist Pack series.\u003c\/p\u003e\n\u003cp\u003eThe recall system is the heartbeat of your practice. A patient who is properly recalled is a patient who is retained. A patient who is not recalled will drift — to a competitor or to no dentist at all. Pull these figures from your practice management software at the end of each month and enter results in the Resolve Dental Consultancy KPI Spreadsheet.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 4 pages — complete monthly recall and appointment book audit\u003cbr\u003e✔ Linked to Resolve Dental Consultancy KPIs 4 and 5\u003cbr\u003e✔ 2026-compliant\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eSection 1 — Appointment Book Performance (13 metrics)\u003cbr\u003eA structured monthly metrics table with Resolve Dental Consultancy benchmarks for each metric:\u003cbr\u003e- Total appointments scheduled and attended\u003cbr\u003e- FTA count and FTA rate (target: \u0026lt;5%)\u003cbr\u003e- Same-day cancellations — tracked month-on-month\u003cbr\u003e- Surgery utilisation rate — all chairs (target: 85–95%)\u003cbr\u003e- Hygiene chair utilisation rate (target: 85–95%)\u003cbr\u003e- Total new patients seen — adults with comprehensive exam (target: 20–50+ per provider\/month)\u003cbr\u003e- New patients booked via online booking — tracked as % of total\u003cbr\u003e- Unbooked appointment time (hours) — reduce month-on-month\u003cbr\u003e- Average wait time for new patient appointment (target: under 7 days)\u003cbr\u003e- Emergency appointments (target: under 15% of total)\u003cbr\u003e- Incomplete treatment plans presented to patients — tracked and followed up monthly\u003c\/p\u003e\n\u003cp\u003eSection 2 — Recall System Health (10 items)\u003cbr\u003eA structured yes\/no checklist covering every element of a healthy recall system:\u003cbr\u003e- Recall pre-booking rate calculated and recorded in KPI Spreadsheet (target: \u0026gt;80%)\u003cbr\u003e- Patients due in next 30 days contacted — unbooked patients followed up\u003cbr\u003e- SMS recall reminders sent for all appointments\u003cbr\u003e- Phone call made as second contact for non-SMS responders\u003cbr\u003e- Overdue recall list reviewed — patients more than 6 months overdue contacted (minimum 20 per month)\u003cbr\u003e- Reactivation calls made to patients more than 18 months not seen\u003cbr\u003e- Recall intervals set correctly — high perio risk patients at 3–4 months\u003cbr\u003e- Incomplete treatment plan patients contacted to schedule outstanding work\u003cbr\u003e- FTA patients from this month contacted to rebook — reason for non-attendance noted\u003cbr\u003e- New patient source recorded for every new patient (how did you hear about us?)\u003c\/p\u003e\n\u003cp\u003eSection 3 — Actions Arising\u003cbr\u003eA clean action table for recording any issues identified and actions required — with columns for issue, action required, owner, and due date.\u003c\/p\u003e\n\u003cp\u003eMonthly Sign-Off\u003cbr\u003eSpace for the completing team member's name, signature, position, and date.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53693960552812,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_staff_1on1.png?v=1777698012"},{"product_id":"bp-practice-kpi-workbook-spreadsheet","title":"Dental Practice KPI Workbook \u0026 Spreadsheet 2026","description":"\u003cp\u003eA complete, two-tool KPI tracking and analysis system for Australian dental practices — a 24-page companion workbook and a pre-built Excel spreadsheet with 6 automated KPI tabs, a benchmarks reference, and a monthly review summary. Built on Resolve Dental Consultancy's proven Continual Improvement Cycle.\u003c\/p\u003e\n\u003cp\u003eYou can't manage what you don't measure. You can't improve what you don't manage.\u003c\/p\u003e\n\u003cp\u003eMost Practice Managers have a gut feel for how the practice is performing. This system replaces gut feel with data — and data with action. Enter your monthly figures, the spreadsheet calculates your KPIs automatically, and the workbook guides you through what the numbers mean and what to do about them.\u003c\/p\u003e\n\u003cp\u003e✔ Microsoft Word workbook + Microsoft Excel spreadsheet — two files included\u003cbr\u003e✔ 24-page companion workbook — analysis questions, worksheets, and action planning for every KPI\u003cbr\u003e✔ 6-tab Excel spreadsheet — automated KPI calculations with Resolve Dental Consultancy benchmarks built in\u003cbr\u003e✔ Includes a full industry benchmarks reference tab\u003cbr\u003e✔ 2026-compliant\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eThe 6 Essential KPIs\u003c\/p\u003e\n\u003cp\u003eKPI 1 — Dentist Productivity\u003cbr\u003eTrack monthly income, contracted hours, lost time (absence, FTAs, equipment breakdown), and active hourly rate per dentist. Benchmark: $600–$1,000+\/hr active.\u003c\/p\u003e\n\u003cp\u003eKPI 2 — Hygienist Productivity\u003cbr\u003eMeasure whether your hygiene service is commercially viable — does the active hourly rate exceed the combined cost of the hygienist and nurse? Benchmark: $300–$500+\/hr active.\u003c\/p\u003e\n\u003cp\u003eKPI 3 — Surgery Utilisation\u003cbr\u003eTrack available vs actual hours used per surgery, per session, per day. Benchmark: 85–95% utilisation. Includes a revenue loss calculator — even 2 hours of unused surgery time per week costs $62,400–$104,000 per year.\u003c\/p\u003e\n\u003cp\u003eKPI 4 — New Patient Activity\u003cbr\u003eTrack new patients by provider and type (children, adult comprehensive, adult emergency, referrals in). Benchmark: 20–50+ adult comprehensive new patients per provider per month.\u003c\/p\u003e\n\u003cp\u003eKPI 5 — Recall Efficiency\u003cbr\u003eTrack pre-booking rate, reminders sent, confirmation rate, and outstanding recalls to chase. Benchmark: 80%+ pre-booked and 80%+ confirmed by month end.\u003c\/p\u003e\n\u003cp\u003eKPI 6 — Expenses vs Income\u003cbr\u003eTrack every major expense category as a percentage of gross fees and compare against Resolve benchmarks. Benchmark: consumables 6–8%, salaries 25–30%, labs 6–10%, marketing 2–3%, total expenses 60–70%, profit margin 30–40%.\u003c\/p\u003e\n\u003cp\u003eWhat's in the Workbook\u003cbr\u003eFor each KPI: a plain-language explanation, the Resolve benchmark, analysis questions to diagnose what your results are telling you, a monthly worksheet, and action planning prompts. Includes a Monthly KPI Scorecard, Top 3 Priorities framework, and a structured Action Plan template to bring to your monthly business meeting.\u003c\/p\u003e\n\u003cp\u003eWhat's in the Spreadsheet\u003cbr\u003e6 automated KPI tabs (Dentists, Hygienists, Surgery, New Patients, Recalls, Expenses), a Benchmarks reference tab with 25+ industry benchmarks, and automatic month-linking across all tabs. Enter your data once — the spreadsheet does the rest.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53694112104812,"sku":null,"price":199.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/product_kpi_workbook.png?v=1777705679"},{"product_id":"business-dental-practice-purchase-guide","title":"Dental Practice Purchase Guide 2026","description":"\u003cp\u003eA complete due diligence framework for buying an Australian dental practice — 26 pages, 9 sections, covering every dimension of practice evaluation from first impressions through to offer strategy. Written by Resolve Dental Consultancy with over 37 years of Australian dental industry experience, including building and selling three practices.\u003c\/p\u003e\n\u003cp\u003eBuying a dental practice is one of the most significant financial and professional decisions you will ever make. Done well, it is the foundation of a rewarding and profitable career as a practice owner. Done poorly, it can result in years of financial stress and professional regret.\u003c\/p\u003e\n\u003cp\u003eThis guide gives you a structured, rigorous framework to evaluate any practice — so you walk into every due diligence process knowing exactly what to look for, what questions to ask, and what red flags to walk away from.\u003c\/p\u003e\n\u003cp\u003eWorks alongside the Resolve Dental Practice Business Plan and Resolve Financial Forecast for a complete practice purchase and planning system.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 26 pages — 9 complete due diligence sections\u003cbr\u003e✔ Includes scorecards, checklists, financial benchmarks, and offer strategy framework\u003cbr\u003e✔ 2026-compliant — references ADA Guidelines 5th Edition, AS\/NZS 5369:2023, Fair Work Act, Payday Super\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eSection 1 — Practice Overview \u0026amp; First Impressions\u003cbr\u003ePractice summary, operating hours, and a First Impressions Scorecard — rating exterior presentation, reception, clinical areas, staff, equipment, and patient atmosphere.\u003c\/p\u003e\n\u003cp\u003eSection 2 — Location \u0026amp; Market Analysis\u003cbr\u003eLocation Scorecard (10 items), competition analysis table, demographics and patient market assessment, and a corporate chain proximity warning with financial modelling guidance.\u003c\/p\u003e\n\u003cp\u003eSection 3 — Financial Due Diligence\u003cbr\u003e3-year revenue summary, expense analysis vs Resolve benchmarks (consumables, lab, salaries, rent, marketing), goodwill valuation framework with 8 goodwill factor assessments, and a Financial Red Flags checklist (12 items — more than two without explanation means walk away).\u003c\/p\u003e\n\u003cp\u003eSection 4 — Property \u0026amp; Lease\u003cbr\u003eLease Assessment Checklist (13 items), Building and Facility Scorecard, and a full property analysis — including secured tenure, rent review structure, assignment rights, and estimated Year 1 capex.\u003c\/p\u003e\n\u003cp\u003eSection 5 — Equipment \u0026amp; Technology\u003cbr\u003eDental chair inventory, key equipment assessment table, technology and software review, and an independent equipment valuation checklist — including a warning on financed vs fully owned equipment.\u003c\/p\u003e\n\u003cp\u003eSection 6 — Patient Base Analysis\u003cbr\u003eActive patient overview, new patient activity (3-month trend), recall system health scorecard, treatment mix and clinical quality assessment, and a Post-Sale Patient Attrition Risk table — modelling the 20% attrition scenario Resolve recommends for every purchase.\u003c\/p\u003e\n\u003cp\u003eSection 7 — Staff \u0026amp; Team Analysis\u003cbr\u003eStaff register, associate dentist analysis, and a comprehensive Employment \u0026amp; HR Due Diligence checklist (16 items) — including Payday Super verification, AHPRA registrations, accrued entitlements, and Fair Work obligations.\u003c\/p\u003e\n\u003cp\u003eSection 8 — Compliance, Legal \u0026amp; Risk\u003cbr\u003eRegulatory Compliance Checklist (12 items), Legal and Contractual Checklist (10 items), and a Risk Summary table across 8 risk dimensions — each with your mitigation strategy.\u003c\/p\u003e\n\u003cp\u003eSection 9 — Purchase Decision \u0026amp; Offer Strategy\u003cbr\u003eResolve Practice Scorecard (10 dimensions), Financial Scenario Modelling (base case, conservative, worst case, growth case), Offer Strategy framework, and a Decision and Sign-Off page.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695207637356,"sku":null,"price":149.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_financials.png?v=1777776478"},{"product_id":"business-new-practice-startup-manual","title":"New Dental Practice Startup Manual 2026","description":"\u003cp\u003eA complete step-by-step planning guide for Australian dentists starting a new dental practice from scratch — 30 pages, 10 sections, covering every stage from your initial 'squat vs buy' decision through to opening day and your first 12 months of operation. Written by Resolve Dental Consultancy with over 37 years of Australian dental industry experience, including building and selling three practices.\u003c\/p\u003e\n\u003cp\u003eStarting a dental practice from scratch — known as a 'squat' — is one of the most significant decisions you will ever make as a dental professional. Done with proper planning and the right support team, it is the foundation of a highly rewarding career. Done without adequate preparation, it can become years of financial pressure and professional stress.\u003c\/p\u003e\n\u003cp\u003eThis manual gives you a structured, comprehensive framework to plan every dimension of your new practice — so you move through each stage with clarity, confidence, and the right questions already answered.\u003c\/p\u003e\n\u003cp\u003eWorks alongside the Resolve Dental Practice Business Plan, Resolve Financial Forecast, and Resolve Practice Purchase Guide for a complete practice ownership planning system.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 30 pages — 10 complete planning sections\u003cbr\u003e✔ Includes checklists, scorecards, planning tables, budget planners, and a 12-month action plan\u003cbr\u003e✔ 2026-compliant — references Fair Work Act, Payday Super (1 July 2026), AS\/NZS 5369:2023, WHS Regulations 2023\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eSection 1 — Squat vs Buying: Making the Right Decision\u003cbr\u003eA detailed comparative analysis across 10 factors — initial cost, Day 1 revenue, cash flow risk, design control, staff, systems, patient attrition, timeline, location choice, and long-term value — to help you make an informed decision before committing to either path.\u003c\/p\u003e\n\u003cp\u003eSection 2 — Location Selection\u003cbr\u003eLocation Assessment Framework (11 criteria with Strong\/Neutral\/Concern rating), Location Research Checklist (10 items), and a Shortlisted Locations comparison table. Includes Resolve's guidance on identifying genuine market gaps rather than just low-competition areas.\u003c\/p\u003e\n\u003cp\u003eSection 3 — Premises and Lease Negotiation\u003cbr\u003ePremises Requirements planner, Lease Negotiation Checklist (14 items), and a full lease terms summary table. Includes critical warnings on lease review, rent review structures, assignment rights, and personal guarantee limitations — with Resolve's recommendation to budget $2,000–$5,000 for a dental-specific solicitor.\u003c\/p\u003e\n\u003cp\u003eSection 4 — Planning Permission and Practice Design\u003cbr\u003ePlanning and Approval Requirements checklist (10 items) covering Development Applications, change of use, radiation safety authority approvals, and disability access. Surgery Design Essentials checklist (10 items) covering infection control zoning, equipment positioning, and fit-out design.\u003c\/p\u003e\n\u003cp\u003eSection 5 — Equipment and Technology Selection\u003cbr\u003eEquipment Budget Planner covering all major equipment categories (chairs, OPG, X-ray, autoclave, washer-disinfector, compressor, suction, handpieces, intraoral cameras), plus a Technology and Software Setup planner covering practice management software, online booking, digital X-ray, patient communications, accounting, payroll, IT, and HICAPS.\u003c\/p\u003e\n\u003cp\u003eSection 6 — Building Your Team\u003cbr\u003eStaffing Plan table (6 positions × opening day \/ 6 months \/ 12 months), Employment Compliance Checklist (10 items including Payday Super effective 1 July 2026, AHPRA verification, Modern Award identification), and Staff Training Before Opening Checklist (8 items). Includes Resolve's recommendation to begin clinical recruitment at least 6 months before opening.\u003c\/p\u003e\n\u003cp\u003eSection 7 — Compliance, Accreditation and Legal Setup\u003cbr\u003eBusiness and Legal Setup Checklist (15 items), Clinical Compliance Setup Checklist (12 items including AS\/NZS 5369:2023, radiation safety, clinical waste, and AED requirements), and WHS Compliance Checklist (10 items including 2023 psychosocial hazard regulations).\u003c\/p\u003e\n\u003cp\u003eSection 8 — Financial Planning and Funding\u003cbr\u003eStartup Cost Summary table (10 cost categories), Funding Structure planner, and a 12-month Revenue Ramp-Up Projection table. Includes Resolve's working capital warning: your reserve must cover a minimum of 6 months of fixed overhead costs — many new practices take 9–18 months to reach consistent break-even.\u003c\/p\u003e\n\u003cp\u003eSection 9 — Pre-Launch and Launch Marketing\u003cbr\u003ePre-Launch Marketing Checklist (12 items, 3–6 months before opening), Launch Marketing Plan, and an Ongoing Marketing Activities table covering Google Ads, Google Business Profile, Instagram, Facebook, SEO, letterbox drops, referral programs, and local health provider networking. Includes Resolve's benchmark: budget at least 3–5% of projected Year 1 GFI for marketing in your launch year.\u003c\/p\u003e\n\u003cp\u003eSection 10 — Launch Timeline and 12-Month Action Plan\u003cbr\u003eComplete milestone timeline from decision through to opening day and Month 12 review, with a 12-Month Action Plan across 6 focus areas: Financial Performance, New Patient Growth, Team Development, Systems and Operations, Compliance and Quality, and Clinical Services.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695207932268,"sku":null,"price":149.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_handshake.png?v=1777776478"},{"product_id":"business-practice-financial-forecast","title":"Dental Practice Financial Forecast 2026","description":"\u003cp\u003eA complete financial planning and forecasting spreadsheet for Australian dental practices — 6 fully linked tabs covering income assumptions, annual forecasting, 3-year projections, break-even analysis, cash flow tracking, and startup cost planning. Built in Microsoft Excel with pre-loaded Resolve Dental Consultancy benchmarks and automatic calculations throughout.\u003c\/p\u003e\n\u003cp\u003eManaging the finances of a dental practice requires more than a basic spreadsheet. This tool gives you a professional, structured financial model — built specifically for Australian dental practices — that calculates your annual forecast, projects your 3-year trajectory, identifies your break-even production target, and tracks your actual cash position month by month.\u003c\/p\u003e\n\u003cp\u003eWorks alongside the Resolve Dental Practice Business Plan, Resolve New Practice Startup Manual, and Resolve Practice Purchase Guide for a complete practice ownership and financial planning system.\u003c\/p\u003e\n\u003cp\u003e✔ Microsoft Excel format — fully editable, no macros required\u003cbr\u003e✔ 6 linked tabs — enter your assumptions once, all sheets calculate automatically\u003cbr\u003e✔ Pre-loaded with Resolve Dental Consultancy industry benchmarks\u003cbr\u003e✔ 2026-compliant — includes Payday Super (1 July 2026) and current expense benchmarks\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eTab 1 — Setup \u0026amp; Assumptions\u003cbr\u003eYour central input hub. Enter your practice name, financial year, number of surgeries, hygiene chairs, and owner details — then set your income and expense assumptions. All other tabs calculate automatically from this single setup page. Includes a Quick-Start Checklist to guide you through the process in minutes.\u003c\/p\u003e\n\u003cp\u003eIncome assumptions include: daily production target per dentist surgery, working days per month, hygiene sessions per month, average hygiene income per session, retail product sales, collection rate, and discount rate.\u003c\/p\u003e\n\u003cp\u003eExpense assumptions include: dental consumables (% of GFI), laboratory fees (% of GFI), staff salaries (% of GFI), owner drawings (% of GFI), rent, utilities, telephone and internet, accounting and bookkeeping, insurance, printing and stationery, computer maintenance, waste disposal, cleaning, staff amenities, CPD provision, bank charges, subscriptions, and equipment loan repayments.\u003c\/p\u003e\n\u003cp\u003eTab 2 — Annual Forecast\u003cbr\u003eA complete 12-month income and expense forecast, automatically calculated from your Setup assumptions. Columns for Jan–Dec, annual total, and % of GFI — so you can instantly compare every expense line against Resolve benchmarks. Includes a Resolve Benchmark Reference panel showing target ranges for all major expense categories.\u003c\/p\u003e\n\u003cp\u003eTab 3 — 3-Year Projection\u003cbr\u003eProjects Year 2 and Year 3 forward from your Year 1 forecast using your growth rate assumptions. Set separate revenue and expense growth rates for each year. Includes profit margin and key expense ratios across all three years — ideal for bank presentations, business planning, and strategic decision-making.\u003c\/p\u003e\n\u003cp\u003eTab 4 — Break-Even Analysis\u003cbr\u003eCalculates your minimum monthly and daily production target to cover all fixed and variable costs — before the owner earns a cent of profit. Includes Resolve's guidance on using your break-even figure in team meetings as a daily production target, and how to relate it to your surgery utilisation KPI.\u003c\/p\u003e\n\u003cp\u003eTab 5 — Cash Flow Tracker\u003cbr\u003eA 12-month actual cash flow tracker. Enter actual collections and payments each month — opening and closing cash balances calculate automatically. Covers all major cash movements: patient collections, staff wages and super, owner drawings, rent, consumables, lab fees, marketing, utilities, accounting, equipment loans, and other expenses. Annual total and variance columns included.\u003c\/p\u003e\n\u003cp\u003eTab 6 — Startup Costs Planner\u003cbr\u003eA complete startup cost planner for new practices or major fit-outs. Pre-populated with realistic 2026 cost estimates across premises, dental equipment, technology and software, professional fees, and working capital. Enter your estimated and actual costs — total funding requirement calculates automatically. Includes Resolve's guidance notes on typical cost ranges for each category.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695208194412,"sku":null,"price":149.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_planning.png?v=1777776478"},{"product_id":"business-dental-practice-business-plan","title":"Dental Practice Business Plan 2026","description":"\u003cp\u003eA complete strategic business planning template built specifically for Australian dental practice owners and Practice Managers — 35 pages, 10 sections, covering every dimension of practice strategy from vision and market analysis through to financial planning, KPI targets, and a 12-month action plan. Written by Resolve Dental Consultancy with over 37 years of Australian dental industry experience.\u003c\/p\u003e\n\u003cp\u003eUnlike generic business plan templates, this has been designed around the realities of running a dental practice — the financial structure, the KPI metrics, the regulatory environment, and the unique challenges of growing a patient base. It works side-by-side with the Resolve Practice Financial Forecast spreadsheet, with cross-references throughout so your plan and your numbers always tell the same story.\u003c\/p\u003e\n\u003cp\u003eSuitable for practice owners buying or starting a new practice, existing practices completing annual planning, Practice Managers leading the planning process, and dentists buying into an existing practice.\u003c\/p\u003e\n\u003cp\u003eWorks alongside the Resolve Practice Financial Forecast, Resolve New Practice Startup Manual, and Resolve Practice Purchase Guide for a complete practice ownership and planning system.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 35 pages — 10 complete planning sections\u003cbr\u003e✔ Pre-populated with Resolve Dental Consultancy benchmarks, example content, and guidance notes throughout\u003cbr\u003e✔ Designed to integrate directly with the Resolve Practice Financial Forecast spreadsheet\u003cbr\u003e✔ 2026-compliant — references Fair Work Act, Payday Super (1 July 2026), ADA Guidelines 5th Edition, AS\/NZS 5369:2023\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eSection 1 — Executive Summary\u003cbr\u003eA structured one-page summary covering practice overview, business purpose, key goals for the plan period (financial, growth, operational, and team), and a funding summary for new practices. Designed to be completed last — and to be what a bank, investor, or new partner reads first.\u003c\/p\u003e\n\u003cp\u003eSection 2 — About the Practice\u003cbr\u003eVision, Mission and Values framework, business structure and ownership details, practice history and background, and a full services offered list — covering general dental services and specialist\/high-value services — for you to customise to your practice.\u003c\/p\u003e\n\u003cp\u003eSection 3 — Market Analysis\u003cbr\u003ePractice location and catchment analysis, target patient demographics table (5 segments with description, estimated % of patient base, and key needs), competitor analysis table (4 competitors with strengths, weaknesses, and your differentiation), and a full SWOT Analysis framework.\u003c\/p\u003e\n\u003cp\u003eSection 4 — Team Structure and Operations\u003cbr\u003eOrganisation chart with all clinical and non-clinical positions, recruitment plan, training and development planning, practice hours and surgery utilisation framework, systems and technology register, and a Patient Journey and Service Standards table — covering 6 touchpoints from new patient phone enquiry through to Google review requests, with standards, responsible parties, and measurement methods.\u003c\/p\u003e\n\u003cp\u003eSection 5 — Marketing Strategy\u003cbr\u003eMarketing goals (new patient targets, Google rating target, marketing budget as % of GFI), Marketing Channels and Activities table (9 channels with current status, plan, budget, owner, and measurement method), new patient strategy, and patient retention strategy. Includes Resolve's benchmark: budget a minimum of 2–3% of GFI for marketing.\u003c\/p\u003e\n\u003cp\u003eSection 6 — Compliance and Risk Management\u003cbr\u003eRegulatory Compliance table (10 compliance requirements with responsible person, frequency, and current status), and a Key Business Risks table (10 risks with likelihood, impact, mitigation strategy, and owner — covering key dentist loss, FTA increase, new competitors, equipment failure, staff resignation, cash flow shortfall, cyber attack, cost increases, regulatory change, and pandemic\/public health emergency).\u003c\/p\u003e\n\u003cp\u003eSection 7 — Financial Plan\u003cbr\u003eFinancial assumptions, Revenue Forecast Summary (linking to the Resolve Financial Forecast), Expense Forecast Summary with Resolve benchmark ranges for every major expense category, 3-Year Financial Projection summary, Break-Even Analysis summary, and Capital Expenditure Plan. Designed to be completed after the Resolve Financial Forecast spreadsheet.\u003c\/p\u003e\n\u003cp\u003eSection 8 — KPI Targets\u003cbr\u003eResolve 6 Essential KPI Targets table — covering all 14 KPI metrics across dentist production, hygienist production, surgery utilisation, new patients, recall pre-booking, and financial ratios — with Resolve benchmarks, your targets, a\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695209406828,"sku":null,"price":99.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_strategy.png?v=1777776478"},{"product_id":"business-dental-consumable-spend-tracker","title":"Dental Spend Tracker 2026","description":"\u003cp\u003eA complete consumables and minor equipment spend tracking and budget management spreadsheet for Australian dental practices — 18 tabs covering monthly invoice logging, annual budget building, supplier analysis, and a live spend dashboard. Built in Microsoft Excel with automatic calculations, budget variance tracking, and colour-coded alerts throughout.\u003c\/p\u003e\n\u003cp\u003eDental consumables are one of the largest controllable costs in any practice. Most practices have no clear picture of what they spend, with whom, or whether they are over or under budget. This tool gives you complete visibility — so you can set a real budget, track every invoice, identify overspend early, and use your data to negotiate better pricing with suppliers.\u003c\/p\u003e\n\u003cp\u003e✔ Microsoft Excel format — fully editable, no macros required\u003cbr\u003e✔ 18 tabs — 12 monthly invoice logs, annual dashboard, setup, supplier analyser, budget builders, and instructions\u003cbr\u003e✔ Pre-loaded with 12 common Australian dental suppliers\u003cbr\u003e✔ Automatic budget vs actual variance tracking with colour-coded alerts (green = underspend, red = overspend)\u003cbr\u003e✔ 2026-compliant — covers 2025–2026 financial year with CPI and savings target settings\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eSetup Tab\u003cbr\u003eYour central configuration hub. Enter your practice name, set your CPI\/price increase assumption (default 3%), and set a savings target percentage if you are driving a cost reduction. Net budget adjustment calculates automatically. Includes a Quick-Start Checklist to get you running in minutes.\u003c\/p\u003e\n\u003cp\u003eMonthly Tabs — January through December (12 tabs)\u003cbr\u003eOne dedicated tab for every month of the year. Each tab has two sections:\u003c\/p\u003e\n\u003cp\u003eConsumables Spend — log every consumables invoice with date, supplier, invoice number, category, item description, amount, and paid status. Pre-loaded with 12 Australian dental suppliers (Adam Dental, AR Instruments, Dentavision, Dentsply, Geistlich, HSH, Mayfair, Medident, Medifocal, Piksters, Ray Purt, TQL) plus space for additional suppliers. Budget and variance figures display automatically at the top of each tab.\u003c\/p\u003e\n\u003cp\u003eMinor Equipment Spend — a separate section in each monthly tab to log minor equipment purchases independently from consumables, so equipment purchases never distort your consumables budget.\u003c\/p\u003e\n\u003cp\u003eEach monthly tab also includes a Preferred Suppliers panel — record rep names, phone numbers, account numbers, and negotiation notes for every supplier. Over time this becomes a valuable purchasing reference.\u003c\/p\u003e\n\u003cp\u003eSummary Dashboard Tab\u003cbr\u003eA 12-month spend dashboard showing actual vs budget for both consumables and minor equipment — month by month and annual total. Variance figures are colour-coded: green for underspend, red for overspend. Designed to be reviewed monthly with your practice owner and printed or screenshared in your monthly PM meeting.\u003c\/p\u003e\n\u003cp\u003eDental Consumables Budget Tab\u003cbr\u003eEnter last year's actual monthly consumables spend — this year's budget targets calculate automatically using your net adjustment percentage from Setup. Override individual months where needed. Notes column for flagging unusual months.\u003c\/p\u003e\n\u003cp\u003eMinor Equipment Budget Tab\u003cbr\u003eThe same budget builder for minor equipment spend — separate from consumables so both categories are tracked and budgeted independently.\u003c\/p\u003e\n\u003cp\u003eSupplier Analyser Tab\u003cbr\u003eTrack annual spend per supplier to identify consolidation opportunities and negotiate better pricing. Enter H1 and H2 totals per supplier — annual total and % of total spend calculate automatically. Includes Resolve's guidance on using spend data to consolidate to 2–3 primary suppliers and negotiate volume discounts and rebates.\u003c\/p\u003e\n\u003cp\u003eInstructions Tab\u003cbr\u003eStep-by-step setup guide, Resolve's seven cost-reduction tips (including how to consolidate suppliers, negotiate at year-end, batch orders, and identify your top 5 spend categories), and a colour guide for the spreadsheet.\u003c\/p\u003e\n\u003cp\u003eResolve Dental Consultancy benchmark: dental consumables should be 6–8% of gross fee income. If you don't know your current percentage, this tracker will tell you — and give you the data to bring it down.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695210094956,"sku":null,"price":99.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_financials.png?v=1777776478"},{"product_id":"business-monthly-business-meeting-pack","title":"Monthly Business Meeting Pack 2026","description":"\u003cp\u003eA complete structured meeting pack for the monthly business meeting between Practice Manager and Practice Owner — 11 pages covering KPI review, financial performance, team and HR, marketing, compliance, strategic priorities, action register, and sign-off. Built specifically for Australian dental practices and designed to work directly with the Resolve KPI Spreadsheet and Financial Forecast.\u003c\/p\u003e\n\u003cp\u003eThe monthly business meeting between a Practice Manager and Practice Owner is the most important strategic touchpoint in any dental practice. Run it with rigour, honesty, and data — and it will transform how you work together. Run it without structure — and it becomes a 45-minute conversation that generates no accountability and no change.\u003c\/p\u003e\n\u003cp\u003eThis pack gives every meeting a clear agenda, a consistent format, and a built-in action register — so nothing falls through the cracks.\u003c\/p\u003e\n\u003cp\u003eDesigned to work alongside the Resolve KPI Workbook \u0026amp; Spreadsheet, Resolve Practice Financial Forecast, and Resolve Marketing KPI Tracker.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 11 pages — 7 agenda sections plus action register and sign-off\u003cbr\u003e✔ Pre-populated with Resolve Dental Consultancy KPI benchmarks and discussion prompts\u003cbr\u003e✔ Structured for a 60-minute meeting with time allocations per section\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eMeeting Header\u003cbr\u003ePractice name, date, time, location, chair, minutes taker, practice manager, practice owner, and next meeting date — plus a reminder to prepare using the Resolve KPI Spreadsheet, Financial Forecast, and Marketing KPI Tracker, and to distribute the agenda 48 hours in advance.\u003c\/p\u003e\n\u003cp\u003eAttendance and Opening\u003cbr\u003eAttendance register with present\/apologies checkboxes, confirmation of previous minutes, and review of previous meeting action register.\u003c\/p\u003e\n\u003cp\u003eSection 1 — KPI Dashboard Review (15 minutes)\u003cbr\u003eFive structured discussion prompts, and a KPI Summary table covering all 10 Resolve KPI metrics — KPI 1 (Dentist $\/hr Active and Chair Utilisation), KPI 2 (Hygienist $\/hr Active), KPI 3 (Surgery Utilisation), KPI 4 (New Patients), KPI 5 (Recall Pre-Booking and Recall Confirmed), and KPI 6 (Consumables %, Salaries %, and Profit Margin %) — with result, benchmark, status, and action needed columns.\u003c\/p\u003e\n\u003cp\u003eSection 2 — Financial Performance Review (15 minutes)\u003cbr\u003eSix structured discussion prompts covering GFI vs budget, expense variances, gross profit, annual tracking, cash position, and cost reduction opportunities. Financial Summary table with budget, actual, variance, and notes columns for GFI, consumables, salaries, lab fees, marketing, total expenses, and gross profit.\u003c\/p\u003e\n\u003cp\u003eSection 3 — Team and HR Update (10 minutes)\u003cbr\u003eSix structured discussion prompts covering HR matters, performance concerns, leave planning, recruitment, CPD, wellbeing, and team wins.\u003c\/p\u003e\n\u003cp\u003eSection 4 — Marketing and New Patient Review (10 minutes)\u003cbr\u003eSix structured discussion prompts, and a Marketing Metrics table covering new patients (total, internal referral, and online), Google rating, new Google reviews, marketing spend, and marketing ROI — with this month's result and target.\u003c\/p\u003e\n\u003cp\u003eSection 5 — Compliance and Risk Update (5 minutes)\u003cbr\u003eFive structured discussion prompts covering patient complaints, incidents and near-misses, compliance expiry items (AHPRA, insurance, equipment servicing), WHS matters, and privacy\/data security.\u003c\/p\u003e\n\u003cp\u003eSection 6 — Strategic Items and Priorities (10 minutes)\u003cbr\u003eSix structured discussion prompts covering strategic decisions, next month's top 3 priorities, capital expenditure, external factors, business plan tracking, and PM support needs.\u003c\/p\u003e\n\u003cp\u003eSection 7 — Any Other Business (5 minutes)\u003cbr\u003eOpen AOB section.\u003c\/p\u003e\n\u003cp\u003eMeeting Action Register\u003cbr\u003eA full-page action register for every action agreed at the meeting — task detail, owner, due date, and done tick. Reviewed at the start of every subsequent meeting.\u003c\/p\u003e\n\u003cp\u003ePrevious Meeting Actions — Status Update\u003cbr\u003eA structured review table for actions from the previous meeting — owner, due date, and three-way status (Done \/ In Progress \/ Overdue) with notes.\u003c\/p\u003e\n\u003cp\u003eSign-Off\u003cbr\u003eFormal sign-off by meeting chair, practice manager, and practice owner.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695210389868,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_staff_training.png?v=1777698012"},{"product_id":"pl-monthly-team-meeting-pack-1","title":"Monthly Team Meeting Pack 2026","description":"\u003cp\u003eA complete structured meeting pack for the monthly full-practice team meeting — 8 pages covering wins and recognition, patient experience, practice performance, training, systems improvements, upcoming events, and a full action register. Built specifically for Australian dental practices and designed to complement the separate PM and Practice Owner business meeting.\u003c\/p\u003e\n\u003cp\u003eThis meeting is for the FULL team — clinical and non-clinical. It is not a business performance review. It is about team, culture, training, recognition, communication, and improvement ideas. Run it well and it becomes one of the most powerful culture-building tools you have as a Practice Manager.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 8 pages — 8 agenda sections plus action register and meeting close\u003cbr\u003e✔ Structured for a 50-minute meeting with time allocations per section\u003cbr\u003e✔ Includes standing items for wins, patient experience, and KPI sharing\u003cbr\u003e✔ Designed to complement the Resolve Monthly Business Meeting Pack (PM + Owner)\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eMeeting Header\u003cbr\u003ePractice name, date, time, location, chair, minutes taker, team present, apologies, and next meeting date.\u003c\/p\u003e\n\u003cp\u003eWelcome and Opening (2 minutes)\u003cbr\u003eOpening comments and confirmation of previous minutes.\u003c\/p\u003e\n\u003cp\u003eSection 1 — Actions from Previous Meeting (5 minutes)\u003cbr\u003eItem-by-item review of previous meeting actions with four-way status tracking: Done \/ In Progress \/ Overdue \/ Closed.\u003c\/p\u003e\n\u003cp\u003eSection 2 — Wins, Recognition and Good News — Standing Item (5 minutes)\u003cbr\u003eFour structured discussion prompts covering patient compliments, team recognition, practice wins, and personal milestones. Includes a prompt to read out 5-star Google reviews received during the month.\u003c\/p\u003e\n\u003cp\u003eSection 3 — Patient Experience and Feedback — Standing Item (10 minutes)\u003cbr\u003eSix structured discussion prompts covering patient complaints, incident book entries, systemic process issues, and training needs. Separate fields for complaints\/incidents discussed and process improvements or training identified.\u003c\/p\u003e\n\u003cp\u003eSection 4 — Practice Performance Update — Standing Item (10 minutes)\u003cbr\u003eFive structured discussion prompts for sharing selected KPI results with the full team. Team KPI table covering new patients, recall pre-booking rate, FTA\/cancellation rate, Google review rating, and new Google reviews — with this month's result, target, and a team feedback\/ideas column. Includes Resolve's guidance on sharing KPI data in a positive, forward-looking way.\u003c\/p\u003e\n\u003cp\u003eSection 5 — Training and Development (5 minutes)\u003cbr\u003eFour structured discussion prompts covering mandatory training, recent course completions, new procedures or system updates, and the next scheduled training session.\u003c\/p\u003e\n\u003cp\u003eSection 6 — Systems, Operations and Improvements (10 minutes)\u003cbr\u003eFive structured discussion prompts for raising operational issues, process improvement ideas, new systems or workflow changes, and scheduling or rostering matters.\u003c\/p\u003e\n\u003cp\u003eSection 7 — Upcoming Events and Planning (5 minutes)\u003cbr\u003eFour structured discussion prompts covering public holidays, marketing campaigns, staff leave, and VIP patients or complex cases.\u003c\/p\u003e\n\u003cp\u003eSection 8 — Any Other Business (5 minutes)\u003cbr\u003eOpen AOB section for team-raised items.\u003c\/p\u003e\n\u003cp\u003eTeam Meeting Action Register\u003cbr\u003eFull-page action register with task detail, owner, due date, and done tick — reviewed at the start of every subsequent meeting.\u003c\/p\u003e\n\u003cp\u003eMeeting Close\u003cbr\u003eMeeting close time, date of next meeting, key theme\/focus for next month, and PM follow-up items. Includes a reminder to distribute minutes to all team members — including those absent — within 48 hours.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695213928812,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_staff_team_meeting.png?v=1777698012"},{"product_id":"pl-daily-morning-huddle-template","title":"Daily Morning Huddle Template 2026","description":"\u003cp\u003eA structured daily morning huddle template for Australian dental practices — 5 pages built around the Resolve Dental Consultancy 4P Framework: People, Patients, Production, and Priorities. Run in 10–15 minutes each morning, this is the single most effective daily habit a dental practice team can build.\u003c\/p\u003e\n\u003cp\u003eTen minutes every morning, consistently executed, will prevent 80% of the surprises that derail a practice day. The daily huddle is the heartbeat of a well-run practice.\u003c\/p\u003e\n\u003cp\u003ePrint one per day or use digitally — the goal is to run the huddle from this sheet and record any important items in writing.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 5 pages — 4P framework with structured prompts, patient flag table, production tracking, and action register\u003cbr\u003e✔ Designed for a 10–15 minute standing team huddle\u003cbr\u003e✔ Suitable for print (one per day) or digital use\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eThe Resolve 4P Daily Huddle Framework:\u003c\/p\u003e\n\u003cp\u003eStage 1 — PEOPLE (2 minutes)\u003cbr\u003eWho is in today? Team present, absences and leave, late arrivals and early departures, and any notes about a team member (training, first day, concerns, patient with anxiety).\u003c\/p\u003e\n\u003cp\u003eStage 2 — PATIENTS (4 minutes)\u003cbr\u003eReview the schedule before the huddle and flag any patient needing special attention. Patient flag table with time, patient initials, dentist\/hygienist, and special notes — covering AM and PM sessions. Prompts for nervous patients, complex procedures, VIPs, new patients, and patients with outstanding payments.\u003c\/p\u003e\n\u003cp\u003eStage 3 — PRODUCTION (4 minutes)\u003cbr\u003eToday's production target, today's booked production, variance (booked vs target), week-to-date tracking, month-to-date tracking, unbooked chair time to fill, outstanding recall appointments to confirm, and high-value treatment scheduled today (crowns, implants, aligners).\u003c\/p\u003e\n\u003cp\u003eStage 4 — PRIORITIES (2–3 minutes)\u003cbr\u003eONE thing the team will focus on today — pre-booking every patient, asking for Google reviews, following up incomplete treatment, or any other single focus. Carryover items from yesterday and any other quick announcements.\u003c\/p\u003e\n\u003cp\u003eHuddle Actions Register\u003cbr\u003eImmediate actions arising from the huddle — task detail, owner, due date, and done tick.\u003c\/p\u003e\n\u003cp\u003eIncludes Resolve's guidance: keep the huddle to 15 minutes maximum, stand up to keep energy up, and take any issue needing more discussion offline rather than letting it derail the meeting.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695215305068,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_staff_huddle.png?v=1777698012"},{"product_id":"pl-practice-meeting-action-register","title":"Practice Meeting Action Register 2026","description":"\u003cp\u003eA complete meeting accountability and planning spreadsheet for Australian dental practices — 3 linked tabs covering a master action register for all meetings, an annual meeting planner, and a meeting effectiveness tracker. Built in Microsoft Excel with colour-coded status tracking and pre-loaded example actions.\u003c\/p\u003e\n\u003cp\u003eMost dental practices run meetings that generate good conversations but poor follow-through. Actions get agreed, then forgotten. This tool closes that gap — giving every action a reference number, an owner, a due date, and a status that is reviewed at the start of every subsequent meeting.\u003c\/p\u003e\n\u003cp\u003e✔ Microsoft Excel format — fully editable, no macros required\u003cbr\u003e✔ 3 tabs — master action register, annual meeting planner, and meeting effectiveness tracker\u003cbr\u003e✔ Pre-loaded with 5 example actions across Business Meeting and Team Meeting types\u003cbr\u003e✔ Colour-coded status system: DONE \/ IN PROGRESS \/ OPEN \/ OVERDUE\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eTab 1 — Master Action Register\u003cbr\u003eA single register for every action agreed across every meeting in the practice — daily huddle, team meeting, business meeting, 1:1s, and quarterly reviews. Columns for: reference number (M-001, M-002…), meeting date, meeting type, action item, detail and context, owner, due date, status, completed date, and notes.\u003c\/p\u003e\n\u003cp\u003eStatus colour key: DONE (completed — date entered), IN PROGRESS (underway — notes updated), OPEN (not yet started — within due date), OVERDUE (past due date — follow up required immediately). Use the filter on the Status column to see all OPEN and OVERDUE actions at a glance.\u003c\/p\u003e\n\u003cp\u003ePre-loaded with 5 realistic example actions to show how the register works in practice — covering recall script review, equipment replacement, Google Business Profile update, review request implementation, and consumables cost reduction.\u003c\/p\u003e\n\u003cp\u003eTab 2 — Annual Meeting Planner\u003cbr\u003ePlan all meetings for the year in advance — schedule dates and protect the time. Covers 7 meeting types across all 12 months: Daily Huddle (daily), Weekly Clinical Meeting (weekly), Monthly Team Meeting, Monthly Business Meeting (PM + Owner), 1:1 Check-Ins (monthly per team member), Quarterly Review, and Annual Planning Day.\u003c\/p\u003e\n\u003cp\u003eTab 3 — Meeting Effectiveness Tracker\u003cbr\u003eRate every meeting after it ends to continuously improve meeting quality. Columns for: meeting date, meeting type, chair, number of attendees, started on time, finished on time, actions agreed, actions completed since last meeting, % actions completed, agenda prepared, minutes distributed within 48 hours, overall rating (1–5), and what to improve next time.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695216058732,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_financials.png?v=1777776478"},{"product_id":"pl-pm-weekly-planner","title":"PM Weekly Reflection \u0026 Planner 2026","description":"\u003cp\u003eA structured weekly reflection and planning tool for Australian dental Practice Managers — 5 pages covering end-of-week reflection, weekly goal setting, daily A\/B task prioritisation, and a win-of-the-day journal. Print one per week, complete in 15 minutes on Friday afternoon, and start every week with clarity and intention.\u003c\/p\u003e\n\u003cp\u003ePractice management is relentless. Without a structured weekly rhythm, it is easy to spend every day reacting rather than leading. This planner gives you a simple, consistent framework to close out each week with honest reflection and open the next with clear priorities.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format — or print and complete by hand\u003cbr\u003e✔ 5 pages — 3-step framework covering reflection, weekly planning, and daily task prioritisation\u003cbr\u003e✔ Designed for 15 minutes every Friday afternoon\u003cbr\u003e✔ Print one per week or use digitally\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eStep 1 — Reflection on the Week That Was\u003cbr\u003eSix structured reflection prompts: what you are grateful for, the best thing that happened, what you did well, which goals and KPI targets you achieved, your challenges and obstacles, and what you need to do differently. Closes with a free-form PM performance self-assessment.\u003c\/p\u003e\n\u003cp\u003eStep 2 — Planning the Week Ahead\u003cbr\u003eTop focus for the coming week, top 3 priorities and goals, a tick-list for important jobs to do, meetings and check-ins for the week, and a notes\/reminders section.\u003c\/p\u003e\n\u003cp\u003eStep 3 — Daily Planning (complete each morning)\u003cbr\u003eA daily planning section for Monday through Friday — each day has columns for A-Tasks (must do), B-Tasks (should do), and a Notes\/Win of the Day field. A simple A\/B prioritisation system that ensures the most important work gets done first, every day.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695217009004,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_reception_4.png?v=1777692441"},{"product_id":"pl-pm-time-management-productivity-guide","title":"PM Time Management \u0026 Productivity Guide 2026","description":"\u003cp\u003eA practical, framework-driven time management and productivity guide written specifically for Australian dental Practice Managers — 11 pages covering seven proven frameworks and strategies to help Practice Managers work smarter, protect their most productive time, and lead their practices from the front rather than constantly reacting.\u003c\/p\u003e\n\u003cp\u003eEvery Practice Manager we work with tells us the same thing: there is never enough time. The difference between the PMs who thrive and those who burn out is not how hard they work — it is how they work. This guide gives you the systems, frameworks, and disciplines that Resolve's most effective Practice Managers use every day.\u003c\/p\u003e\n\u003cp\u003eReferences the Resolve PM Ideal Week Blueprint, PM Weekly Reflection \u0026amp; Planner, and PM Daily Time Audit Log — all available separately in the Resolve store.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format\u003cbr\u003e✔ 11 pages — 3 core frameworks, 7-step system, and additional strategies\u003cbr\u003e✔ Includes the Eisenhower Matrix, Free\/Buffer\/Focus Day framework, and A\/B\/C prioritisation\u003cbr\u003e✔ References the Fair Work Act 2023 Right to Disconnect amendment\u003cbr\u003e✔ Includes reflection prompts and personal action planning sections\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eThe Practice Manager's Time Problem\u003cbr\u003eAn honest framing of why time management is uniquely challenging in dental practice — spanning HR, finance, compliance, marketing, operations, patient experience, and clinical support in the same day. References the Fair Work Act 2023 Right to Disconnect amendment.\u003c\/p\u003e\n\u003cp\u003eFramework 1 — Free Days, Buffer Days and Focus Days\u003cbr\u003eA time architecture framework for designing your week around three day types: Free Days (rest and renewal), Buffer Days (operational and administrative), and Focus Days (strategic and high-value work). Includes Resolve's insight that most PMs spend almost all their time on Buffer Day activities and almost none on the Focus Day work that actually moves the practice forward.\u003c\/p\u003e\n\u003cp\u003eFramework 2 — The Eisenhower Matrix: Urgent vs Important\u003cbr\u003eA practical decision framework for categorising every task into four quadrants: Do First (urgent + important), Schedule It (not urgent + important), Delegate (urgent + not important), and Eliminate (not urgent + not important). Includes a personal reflection prompt for identifying your current biggest time wasters.\u003c\/p\u003e\n\u003cp\u003eFramework 3 — The Resolve 7 Steps to Effective Time Management\u003cbr\u003eA complete seven-step system covering: (1) Know where your time actually goes — using the Daily Time Audit Log; (2) Design your ideal week before the week designs you; (3) Create buffer time and defend it; (4) Set clear boundaries on when you can and cannot be interrupted; (5) Delegate effectively — the Delegation Framework; (6) Prioritise using A, B, C every single day; (7) Build your annual rhythm — not just weekly habits.\u003c\/p\u003e\n\u003cp\u003eAdditional Strategies\u003cbr\u003eMorning routine redesign (reactive vs intentional start), managing email as a Practice Manager (set times, 2-minute rule, template responses), managing meetings (agenda discipline, standing meetings, action summaries), identifying your best thinking space, and task management tools — including Microsoft Teams, Asana, and Trello recommendations.\u003c\/p\u003e\n\u003cp\u003ePersonal Action Planning\u003cbr\u003eThree reflection prompts: your current biggest time management challenge, the one change you will make this week, and your protected work time blocks.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695217271148,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_planning.png?v=1777776478"},{"product_id":"pl-pm-ideal-week-blueprint","title":"PM Ideal Week Blueprint 2026","description":"\u003cp\u003eA fully structured Monday-to-Friday weekly work pattern for Australian dental Practice Managers — 8 pages covering every hour of every working day across five day-focus themes, with colour-coded activity categories, a weekly time distribution benchmark table, and personal action planning prompts. Built from what Resolve's most effective Practice Managers actually do — and when they do it.\u003c\/p\u003e\n\u003cp\u003eMost Practice Managers run their week reactively — responding to whoever needs them first, in whatever order things arrive. This blueprint gives you a proven repeating weekly template that ensures every critical area of practice management gets dedicated, protected time — administration, financial management, strategic planning, people and HR, and maintenance and compliance.\u003c\/p\u003e\n\u003cp\u003ePart of the Resolve PM Time Management and Productivity Pack. Works alongside the PM Time Management Guide, PM Weekly Reflection \u0026amp; Planner, and PM Daily Time Audit Log.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format — customise times to match your practice hours\u003cbr\u003e✔ 8 pages — 5 daily schedules, colour-coded by activity type, with checkbox for each task\u003cbr\u003e✔ 39-hour weekly template with Resolve benchmark time distribution by category\u003cbr\u003e✔ Includes protected focus blocks throughout the week\u003cbr\u003e✔ Designed to be printed, pinned up, and measured against each Friday\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eColour-Coded Activity Framework\u003cbr\u003eSix activity categories colour-coded throughout: Administration (daily operational tasks), Financial Management (banking, reconciliation, payroll, accounts), Strategic\/Business Planning (KPIs, marketing, reporting, systems improvement), People\/HR (staffing, rosters, performance, recruitment), Maintenance\/Compliance (equipment, WHS, infection control, regulatory), and Protected Focus Blocks (do not interrupt — strategic or deep admin work in progress).\u003c\/p\u003e\n\u003cp\u003eMonday — Administration, Financial and People Management\u003cbr\u003eFull 8:00–5:00 schedule covering: daily team huddle, phone and email review, banking and cash-up, stock order review, sterilisation and surgery stock checks, dentist issues, staff resource management, roster review (2–4 weeks), annual leave coverage, TOIL and overtime review, and end-of-day reception and clinical team reviews.\u003c\/p\u003e\n\u003cp\u003eTuesday — Reporting, Business Planning and Marketing\u003cbr\u003eFull schedule covering: KPI report generation (Resolve KPI Spreadsheet), outstanding treatment report, Google Business Profile review, social media performance review, WHS review and risk register update, workplace policy review, communication template refresh, workplace hazard inspection, and HR incident review.\u003c\/p\u003e\n\u003cp\u003eWednesday — Strategic Planning, Financial Review and Business Development\u003cbr\u003eFull schedule covering: payroll card review, two protected focus blocks (morning and afternoon), business planning time (strategic plans, performance reviews, practice improvement projects, marketing calendar), new patient acquisition strategy review, fee schedule review (one section per month), and accounts receivable follow-up (30–60 day outstanding accounts).\u003c\/p\u003e\n\u003cp\u003eThursday — Maintenance, Asset Management and People Planning\u003cbr\u003eFull schedule covering: equipment maintenance and servicing review, asset management and invoice records, training manual and procedure document updates, staff personnel file updates (certificates, AHPRA registrations), protected project work block, roster planning (4–8 weeks), annual leave and public holiday coverage, and TOIL and development goal review.\u003c\/p\u003e\n\u003cp\u003eFriday — Week Wrap-Up, Forward Planning and Team Readiness\u003cbr\u003eFull schedule covering: lab cost reconciliation, next week planning against the Ideal Week Blueprint, outstanding task clearance, team meeting agenda preparation, marketing material confirmation, Friday review block (week assessment against blueprint using the Weekly Reflection Planner), Monday briefing note preparation, final reception and clinical team reviews, week close (files, cash, payroll, voicemail), and a protected 4:30–5:00 transition block — leave on time.\u003c\/p\u003e\n\u003cp\u003eWeekly Time Distribution Table\u003cbr\u003eRecommended hours by category across all five days — Administration (~28%), Financial Management (~17%), Strategic\/Business Planning (~27%), People\/HR\/Rosters (~21%), Maintenance\/Compliance\/WHS (~8%) — with Resolve benchmarks for each. Includes Resolve's insight that most PMs spend under 10% of their week on strategic work against a target of 25–30%.\u003c\/p\u003e\n\u003cp\u003ePersonal Action Planning\u003cbr\u003eTwo reflection prompts: your current biggest gap between this blueprint and your actual week, and the first calendar block you will protect next week.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695218057580,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/product_photo_documents_aaa27340-29a9-43ae-8542-eaddbff5cd0b.png?v=1777692442"},{"product_id":"pl-pm-daily-time-audit-log","title":"PM Daily Time Audit Log 2026","description":"\u003cp\u003eA structured one-week time audit log for Australian dental Practice Managers — 8 pages covering five daily activity logs, a weekly summary table with Resolve benchmark comparisons, and six guided reflection questions. Log every activity as you go for one full week and discover exactly where your time is actually going — before you try to change it.\u003c\/p\u003e\n\u003cp\u003eYou cannot manage your time until you know where it goes. Most Practice Managers are genuinely surprised by what their time audit reveals — typically 70–80% of their week on tactical and operational tasks, and very little on the strategic work that actually moves the practice forward.\u003c\/p\u003e\n\u003cp\u003ePart of the Resolve PM Time Management and Productivity Pack. Works alongside the PM Time Management Guide, PM Ideal Week Blueprint, and PM Weekly Reflection \u0026amp; Planner.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format — or print and complete by hand\u003cbr\u003e✔ 8 pages — 5 daily logs, weekly summary, and reflection questions\u003cbr\u003e✔ 9-category activity classification system with strategic vs tactical distinction\u003cbr\u003e✔ Delegation flag column — identifies tasks that could be handed to someone else\u003cbr\u003e✔ Weekly summary compared against Resolve Dental Consultancy benchmarks\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eCategory Key\u003cbr\u003eNine activity categories: ADM (Administration), FIN (Financial), STR (Strategic\/Planning), PPL (People\/HR), MKT (Marketing), MNT (Maintenance\/Compliance), MTG (Meetings), INT (Interruptions), OTH (Other). Each activity is also classified as S (Strategic — working ON the business) or T (Tactical\/Operational — working IN the business).\u003c\/p\u003e\n\u003cp\u003eFive Daily Logs — Monday through Friday\u003cbr\u003eEach day has a full activity log table with columns for: start time, duration (minutes), activity description, category, strategic or tactical classification, could be delegated (Y\/N), and notes. Each day closes with a daily summary row totalling hours by category, plus percentage of strategic vs tactical tasks, biggest time use of the day, and what could have been delegated.\u003c\/p\u003e\n\u003cp\u003eWeekly Time Audit Summary\u003cbr\u003eA complete weekly summary table — total hours per category across all five days, percentage of week, and comparison to Resolve Dental Consultancy benchmarks: Administration (25–35%), Financial (15–20%), Strategic\/Planning (25–30%), People\/HR (18–25%), Maintenance\/Compliance (5–10%), Meetings (track — reduce if \u0026gt;20%), Interruptions (track — aim to reduce), Strategic work total (target \u0026gt;25%), and Tactical\/Operational total (target \u0026lt;75%).\u003c\/p\u003e\n\u003cp\u003eSix Guided Reflection Questions\u003cbr\u003eStructured prompts to draw out the key insights from the week's data: what surprised you most, which category consumed the most time and whether that was the right priority, how much of your time was strategic, which activities could be delegated and to whom, your biggest interruption sources and what boundary could reduce them, and the one change you will make to next week's time management.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695219925356,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_financials.png?v=1777776478"},{"product_id":"foc-front-of-clinic-daily-task-checklist","title":"Front of Clinic Daily Task Checklist 2026","description":"\u003cp\u003eA complete weekly task accountability checklist for the Front Office Coordinator (FOC) in an Australian dental practice — 5 pages covering morning opening tasks, tasks during the day, end-of-day closing tasks, specific day tasks (Monday through Friday), and fortnightly and monthly tasks. Print one per week, complete daily, and present to the Practice Manager for sign-off every Friday.\u003c\/p\u003e\n\u003cp\u003eReception is the engine room of a dental practice. When the front desk runs to a consistent, documented standard — patients are confirmed, gaps are filled, accounts are reconciled, and nothing falls through the cracks. This checklist gives your FOC a clear, accountable daily framework and gives the Practice Manager a simple weekly sign-off tool.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format — or print and complete by hand\u003cbr\u003e✔ 5 pages — 5 task sections with Monday-to-Friday tick columns\u003cbr\u003e✔ Covers morning, during-day, and end-of-day tasks plus specific daily and monthly tasks\u003cbr\u003e✔ Includes FOC sign-off and Practice Manager sign-off at the end of each week\u003cbr\u003e✔ Includes a tasks-not-completed section with reason and action required\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included:\u003c\/p\u003e\n\u003cp\u003eMorning Opening Tasks (12 tasks)\u003cbr\u003eFloat and petty cash check, voicemail, emails and online enquiries (within 2 hours), schedule review and gap filling, patient confirmations, SMS reminders (2 days ahead), broken appointment follow-up, recall confirmation calls, lab jobs and referral letters with huddle sheets, daily huddle sheet preparation, equipment checks (EFTPOS, HICAPS, computers), and reception supply restock.\u003c\/p\u003e\n\u003cp\u003eTasks During the Day (10 tasks)\u003cbr\u003ePhone answering standard (within 3 rings), accounts and HICAPS processing, HICAPS slip filing, pre-booking next appointment for every patient before they leave, new patient satisfaction survey, Google review request SMS\/email (within 24 hours), document filing and scanning, urgent message actioning, TLC courtesy calls to patients seen yesterday, and cancellation waitlist management.\u003c\/p\u003e\n\u003cp\u003eEnd of Day Closing Tasks (10 tasks)\u003cbr\u003eDaily production and payment reconciliation, EFTPOS\/HICAPS\/cash balancing and banking, cash and petty cash lock-up, data backup confirmation, tomorrow's huddle sheet preparation, patient record closure, computer log-off, document security, front desk reset, and non-essential equipment switch-off.\u003c\/p\u003e\n\u003cp\u003eSpecific Day Tasks\u003cbr\u003eMonday — cancellation list review and outstanding Friday items. Tuesday — thank-you cards to referring patients. Wednesday — lab expense entry and Medicare\/CDBS reconciliation. Thursday — team meeting minutes distribution. Friday — timesheet confirmation, banking, and weekly checklist sign-off presentation to Practice Manager.\u003c\/p\u003e\n\u003cp\u003eFortnightly and Monthly Tasks\u003cbr\u003eFortnightly: overdue recall report and consumables stock check. Monthly: incomplete treatment report, waiting area magazine refresh, office spring clean, stationery order, patient record updates (addresses, phone numbers, health fund details), and Google Business Profile review.\u003c\/p\u003e\n\u003cp\u003eWeekly Sign-Off\u003cbr\u003eTasks not completed this week — task, reason, and action to be taken. FOC name and signature. Practice Manager sign-off and date.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53695222710636,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/product_photo_documents.png?v=1777691913"},{"product_id":"pl-practice-meeting-management-guide","title":"Practice Meeting Management Guide 2026","description":"\u003cp\u003eA complete meeting management guide for Australian dental Practice Managers — 10 pages covering the Resolve meeting framework, preparation checklists, chairing skills, minutes and action registers, post-meeting follow-up, and building a healthy meeting culture. Written by Resolve Dental Consultancy with over 37 years of Australian dental industry experience.\u003c\/p\u003e\n\u003cp\u003eMost dental practices run meetings that produce conversation but not change. This guide gives you the philosophy, the frameworks, and the practical tools to run every type of practice meeting — from the daily huddle to the annual planning day — with consistency, confidence, and real follow-through.\u003c\/p\u003e\n\u003cp\u003eDesigned to work alongside the Resolve Daily Morning Huddle Template, Monthly Team Meeting Pack, Monthly Business Meeting Pack, and Practice Meeting Action Register.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format — adopt as your practice meeting policy\u003cbr\u003e✔ 10 pages — 6 sections covering the full meeting management lifecycle\u003cbr\u003e✔ Includes the Resolve Meeting Framework table (7 meeting types with frequency, duration, and attendees)\u003cbr\u003e✔ Pre-meeting preparation checklist, chairing guide, difficult situations guide, and post-meeting checklist\u003cbr\u003e✔ Meeting culture diagnostic — signs of healthy vs poor meeting culture with solutions\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included — 6 Sections:\u003c\/p\u003e\n\u003cp\u003eSection 1 — The Resolve Meeting Framework\u003cbr\u003eA complete hierarchy of 7 meeting types for dental practices — Daily Huddle (daily, 10–15 min, all clinical and front desk), Weekly Clinical Meeting (weekly, 20–30 min, clinical team), Monthly Team Meeting (monthly, 45–60 min, full team), Monthly Business Meeting PM + Owner (monthly, 60–90 min), Quarterly Review (quarterly, 2–3 hours), Annual Planning Day (annually, full day), and 1:1 Check-In (monthly per team member, 15–30 min). Includes Resolve's recommended starting point for practices new to structured meetings.\u003c\/p\u003e\n\u003cp\u003eSection 2 — Before the Meeting: Preparation is 80% of the Work\u003cbr\u003eA 10-item pre-meeting preparation checklist with timing and owner columns, and a guide to writing a good agenda — with a 5-element agenda template (item number, title, purpose, time allocation, owner, pre-reading).\u003c\/p\u003e\n\u003cp\u003eSection 3 — During the Meeting: Chairing with Confidence\u003cbr\u003eThe PM's role as chair — 9 chairing responsibilities with practical scripts for each. A difficult situations guide covering 5 common meeting challenges (negative team member, heated disagreement, meeting running over, off-agenda topics, absent decision-maker) with specific handling strategies.\u003c\/p\u003e\n\u003cp\u003eSection 4 — Recording the Meeting: Minutes and Action Registers\u003cbr\u003eWhat good minutes include (11-element checklist), what minutes are NOT, a 6-step minutes distribution and confirmation process with timing, and a detailed guide to the Action Register — including the rule that every action must have ONE named owner and a specific due date.\u003c\/p\u003e\n\u003cp\u003eSection 5 — After the Meeting: Follow-Up is Where the Value is Created\u003cbr\u003eA 7-item post-meeting checklist with timing and owner columns, and a 4-level guide to chasing overdue actions without damaging relationships — from gentle reminder through to performance conversation.\u003c\/p\u003e\n\u003cp\u003eSection 6 — Building a Meeting Culture in Your Practice\u003cbr\u003eSigns of a healthy meeting culture (5 indicators), a diagnostic table of 5 signs of a poor meeting culture with root causes and solutions, and Resolve's closing challenge to Practice Managers to take personal responsibility for making meetings excellent.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53698808349036,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_staff_team_meeting.png?v=1777698012"},{"product_id":"pl-end-of-year-practice-checklist","title":"End of Year Practice Checklist 2026","description":"\u003cp\u003eA comprehensive annual end-of-year review checklist for Australian dental practices — 7 pages, 60+ action items across 5 responsibility areas: Practice Manager, Front Desk and Patient Administration, Clinical Team, Marketing and Patient Communications, and Practice Owner. Updated for 2026, including Payday Super (1 July 2026), CDBS benefit year, and AHPRA renewal dates. Use in December or at EOFY (June). CL8 in the Resolve Practice Compliance Checklist Pack.\u003c\/p\u003e\n\u003cp\u003eThe end of year is the most important planning moment in the practice calendar. The practices that use this time well are the ones that start January with momentum — not confusion.\u003c\/p\u003e\n\u003cp\u003e✔ Fully editable Microsoft Word format — or print and complete by hand\u003cbr\u003e✔ 7 pages — 60+ action items across 5 responsibility areas\u003cbr\u003e✔ Yes \/ No tick columns with an Action Required \/ Notes column for every item\u003cbr\u003e✔ Suitable for December year-end or June EOFY review\u003cbr\u003e✔ Formal sign-off section\u003cbr\u003e✔ Instant digital download\u003cbr\u003e✔ Single-practice licence\u003c\/p\u003e\n\u003cp\u003eWhat's Included — 5 Responsibility Areas:\u003c\/p\u003e\n\u003cp\u003ePractice Manager Responsibilities (24 items)\u003cbr\u003eFinancial review with accountant, Business Plan performance review, KPI annual results review, break-even calculation update, fee schedule review (ADA annual review recommendation), annual performance reviews for all staff, staffing needs assessment, salary review documentation, employee handbook update (including Payday Super 1 July 2026 compliance), employee contact detail updates, roster and phone tree update, closure dates and public holiday schedule, annual leave calendar, CPD and training calendar, equipment warranty checks, AHPRA registration checks (dentist renewals due 30 November), professional indemnity insurance renewals, radiation licence and practice insurance renewals, equipment maintenance schedule update, technology and capital investment assessment, year-end PMS data completion, patient data backup verification, cybersecurity review (password changes, departed staff access removal), and team survey for next year improvements.\u003c\/p\u003e\n\u003cp\u003eFront Desk and Patient Administration (11 items)\u003cbr\u003ePatient reactivation plan for 18+ month lapsed patients, PMS record purge per retention policy, December CDBS claims submission (benefit year ends 31 December), holiday phone coverage and voicemail update, overdue patient balance actioning, outstanding patient credits and refunds, outstanding health fund claim submission, January reactivation and recall list preparation, patient holiday closure notification (email, SMS, social media, website, voicemail), health fund \"Use it before 31 December\" campaign, and December new patient enquiry follow-up.\u003c\/p\u003e\n\u003cp\u003eClinical Team Responsibilities (9 items)\u003cbr\u003eClinical supplies inventory and expired stock disposal, CPR and first aid certification currency check, emergency kit and AED check (contents in-date, battery status), lab tracking system update, biohazardous waste collection before closure, biomedical waste pickup scheduling, waterline testing (if not tested in past 12 months), infection control audit results review, and outstanding equipment service bookings.\u003c\/p\u003e\n\u003cp\u003eMarketing and Patient Communications (9 items)\u003cbr\u003eGoogle Business Profile holiday hours update, practice website holiday hours update, new voicemail recording, social media holiday closure posts, marketing campaign ROI evaluation (using Resolve Marketing KPI Tracker), January marketing calendar preparation (health fund benefit reset campaign), new patient targets for next year, Google rating review and negative review response, and pre-scheduled social media content for first 2 weeks back.\u003c\/p\u003e\n\u003cp\u003ePractice Owner Responsibilities (9 items)\u003cbr\u003ePM performance review meeting, accountant year-end financial review and tax planning, fee schedule approval, capital expenditure evaluation, practice valuation review (Resolve recommends every 3 years), business insurance coverage review, shareholder\/partnership agreement review, personal income and drawings plan, and super obligations review.\u003cbr\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53698813133164,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_financials.png?v=1777776478"},{"product_id":"business-intelligence-bundle-2026-complete-practice-performance-planning-system-for-australian-dental-practices-save-106","title":"Business Intelligence Bundle 2026 - Save $106","description":"\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eStop guessing. Start measuring. This is the complete business intelligence system for Australian dental practices — five integrated resources that give your Practice Manager and Practice Owner everything needed to track performance, understand the numbers, plan strategically, and drive profitable growth.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003ePurchased individually these five products total $546. Buy the bundle and save $106.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eMost dental practices have financial data sitting in their practice management software but no system for turning that data into decisions. This bundle closes that gap — giving you a structured, step-by-step performance tracking and planning system built specifically for Australian dental practices.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-pre-wrap leading-[1.7]\"\u003e✔ 3 fully editable Microsoft Word documents + 2 Microsoft Excel workbooks ✔ 6 KPIs tracked across dentist productivity, hygienist productivity, surgery utilisation, new patient activity, recall efficiency, and expenses ✔ Aligned with Australian dental industry benchmarks — 2025\/2026 ✔ Includes Payday Super (1 July 2026) and current Superannuation Guarantee rate (12%) ✔ 2026-compliant ✔ Instant digital download — all 5 documents delivered together ✔ Single-practice licence\u003c\/p\u003e\n\u003chr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\"\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e1. Practice KPI Spreadsheet 2026\u003c\/strong\u003e \u003cem\u003e(Excel)\u003c\/em\u003e The tracking engine of the bundle — an 8-tab Excel workbook that automatically calculates all 6 key practice KPIs from your monthly data inputs. Enter your numbers once and the spreadsheet does the rest — calculating productivity rates, utilisation percentages, recall efficiency, and expense ratios, and comparing them against current Australian dental industry benchmarks.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIncludes: Monthly Dashboard, KPI 1–6 individual tracking tabs, Industry Benchmarks 2025\/2026 reference tab.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $199\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e2. KPI Workbook 2026\u003c\/strong\u003e \u003cem\u003e(Word)\u003c\/em\u003e The thinking companion to the KPI Spreadsheet — a structured workbook that guides you through interpreting your KPI results, identifying root causes when performance falls short, developing action plans, and tracking improvement over time. Built around the four-step Continual Improvement Cycle (Plan → Do → Check → Act).\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cem\u003e\"The spreadsheet is where you track. The workbook is where you think.\"\u003c\/em\u003e\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e3. Practice Financial Forecast 2026\u003c\/strong\u003e \u003cem\u003e(Excel)\u003c\/em\u003e A complete 6-tab financial modelling tool — covering annual revenue and expense forecasting, 3-year financial projections, monthly cash flow tracking, break-even analysis, and a practice startup cost planner. Driven by a single Setup \u0026amp; Assumptions tab so your practice details flow automatically through every calculation.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e513 formulas — all recalculated and validated for 2026, including Payday Super and 12% SG rate.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $149\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e4. Dental Practice Business Plan 2026\u003c\/strong\u003e \u003cem\u003e(Word)\u003c\/em\u003e A strategic planning template built specifically for Australian dental practices — 10 sections covering practice overview, vision and values, market analysis, SWOT, marketing strategy, operational planning, financial targets, KPI goals, risk management, and a 90-day action plan. Cross-references the Practice Financial Forecast throughout so your strategy and your numbers are always aligned.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $99\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e5. Dental Spend Tracker 2026\u003c\/strong\u003e \u003cem\u003e(Excel)\u003c\/em\u003e An 18-tab spend management system covering every category of dental consumable and supply expenditure — 12 monthly tracking sheets, an annual summary dashboard, supplier spend analyser, consumables budget builder, and minor equipment budget builder. Includes current Australian dental supplier references and practical tips for reducing stock spend.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e208 formulas — all validated. Tracks consumables against the 6–8% of GFI benchmark.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $99\u003c\/p\u003e\n\u003chr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\"\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eTotal if purchased individually: $546 Bundle price: $440 — save $106 \u003c\/strong\u003e\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53703559840108,"sku":null,"price":440.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_planning.png?v=1777776478"},{"product_id":"meeting-management-bundle-2026-complete-practice-meeting-system-for-australian-dental-practices-save-71","title":"Meeting Management Bundle 2026 - Save $50","description":"\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eMost dental practice meetings are too long, too unfocused, and too easy to cancel. This bundle gives your Practice Manager a complete, structured meeting system — covering every type of practice meeting from the 10-minute daily huddle to the monthly strategic business review — so every meeting has a purpose, runs to time, and drives action.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003ePurchased individually these five products total $165. Buy the bundle and save $50.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eWell-run meetings are one of the fastest ways to improve practice culture, accountability, and performance. Poorly run meetings are one of the fastest ways to disengage your team. This bundle gives you the templates, tools, and guidance to make every meeting count.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-pre-wrap leading-[1.7]\"\u003e✔ 4 fully editable Microsoft Word templates + 1 Microsoft Excel workbook ✔ Covers every meeting type — daily, monthly team, monthly business, and ad hoc ✔ Built around the Resolve Dental Consultancy 4 Ps Framework (People, Patients, Production, Priorities) ✔ Includes KPI cross-references aligned with the Resolve Practice KPI system ✔ 2026-compliant — includes Right to Disconnect guidance for after-hours meeting expectations ✔ Instant digital download — all 5 documents delivered together ✔ Single-practice licence\u003c\/p\u003e\n\u003chr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\"\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eWhat's Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e1. Practice Meeting Management Guide 2026\u003c\/strong\u003e \u003cem\u003e(Word)\u003c\/em\u003e The anchor document of the bundle — a complete guide for Practice Managers on how to plan, run, and follow up every type of practice meeting. Covers the meeting hierarchy (Daily Huddle → Monthly Team Meeting → Monthly Business Meeting), how to write effective agendas, facilitation techniques, how to manage difficult participants, and how to ensure actions are followed through. Includes a 7-meeting framework mapped to the practice calendar.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $49\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e2. Monthly Business Meeting Template 2026\u003c\/strong\u003e \u003cem\u003e(Word)\u003c\/em\u003e A structured agenda and minutes template for the monthly strategic meeting between the Practice Manager and Practice Owner. Six agenda sections covering KPI performance review, financial summary, HR update, marketing, compliance, and strategic priorities — with direct cross-references to the Resolve KPI Spreadsheet, Financial Forecast, and Marketing KPI Tracker. Includes a three-party sign-off section.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cem\u003e\"The monthly business meeting between a Practice Manager and Practice Owner is the most important strategic touchpoint in any dental practice.\"\u003c\/em\u003e\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $29\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e3. Monthly Team Meeting Template 2026\u003c\/strong\u003e \u003cem\u003e(Word)\u003c\/em\u003e A structured agenda and minutes template for the full practice team meeting. Eight agenda sections covering patient experience wins, clinical updates, KPI results, HR matters, marketing, compliance, and team priorities — written specifically to share performance data in a positive, forward-looking way that engages the team without disclosing commercially sensitive financial detail. Includes action register and three-party sign-off.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $29\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e4. Daily Huddle Template 2026\u003c\/strong\u003e \u003cem\u003e(Word)\u003c\/em\u003e A 10–15 minute daily stand-up template built around the Resolve Dental Consultancy 4 Ps Framework — People, Patients, Production, and Priorities. Covers the day's schedule, patient-specific flags, production targets, and team priorities in a structured format that keeps the huddle focused and on time. Includes guidance on rotating the chair and how to manage items that need to be taken offline.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $29\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e5. Meeting Action Register 2026\u003c\/strong\u003e \u003cem\u003e(Excel)\u003c\/em\u003e A three-tab Excel workbook for tracking every action, commitment, and follow-up across all practice meetings. Includes a Master Action Register with status tracking (Done \/ In Progress \/ Overdue), an Annual Meeting Planner mapping all meeting types across the calendar year, and a Meeting Effectiveness Tracker to monitor completion rates and identify patterns over time.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e30 formulas — all validated. Includes pre-filled sample data so you can see exactly how it works.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eIndividual price: $29\u003c\/p\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53703563510124,"sku":null,"price":115.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_staff_team_meeting.png?v=1777698012"},{"product_id":"90-day-new-pm-action-plan","title":"90 Day New PM Action Plan","description":"\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eStarting a new Practice Manager role is one of the most defining moments in a dental career. The decisions you make — and the foundations you lay — in your first 90 days will shape your effectiveness, your credibility, and your relationship with the team for years to come.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003e90-Day New PM Action Plan 2026\u003c\/strong\u003e gives new Practice Managers a clear, structured, week-by-week roadmap through their first three months. Built specifically for Australian dental practices, this is not a generic onboarding checklist — it is a comprehensive action plan designed to help new PMs move from uncertain observer to confident, effective leader.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe plan is structured across three phases:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePhase 1 — Learn (Weeks 1–4)\u003c\/strong\u003e Listen, observe, and build trust before you build systems. Understand the practice's financial baseline, team dynamics, compliance status, and patient experience before making a single change.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePhase 2 — Lead (Weeks 5–8)\u003c\/strong\u003e Start making your presence felt. Establish your leadership routines, implement your first improvements, get on top of the appointment book and recall system, and build the foundations of a performance culture.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePhase 3 — Build (Weeks 9–12)\u003c\/strong\u003e Set your strategic priorities for the next quarter, build accountability systems, develop the team culture, and present your 90-day review to the Practice Owner.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWhat's included:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e12 weeks of structured weekly action checklists — 10 actions per week, 120 actions in total\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eWeek-by-week focus areas covering orientation, financial review, team assessment, patient experience, leadership presence, recall and appointment book management, team development, financial fluency, strategy, accountability, culture, and 90-day review\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eEnd-of-phase reflection prompts at the close of each 30-day phase — for personal growth and accountability\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eA complete 90-Day Review Presentation Template — a 7-point structure for presenting your results to the Practice Owner with confidence\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFillable fields for practice name, PM name, start date, and supervisor — personalised from day one\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eDesigned to be printed and kept on your desk — a working document, not a filing cabinet document\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eBrand-new Practice Managers stepping into their first PM role in a dental practice\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to give a new PM a structured, supported start\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eExperienced PMs moving to a new practice who want a disciplined approach to their first 90 days\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eDental consultants and coaches supporting PM onboarding and development\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eWhy this plan works:\u003c\/strong\u003e Most new PMs either try to change everything immediately — or they wait too long and lose credibility. This plan solves both problems. It gives you permission to listen and learn in Phase 1, a clear framework for leading in Phase 2, and the strategic tools to build for the long term in Phase 3. Every action is practical, dental-specific, and sequenced in the right order.\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cmeta charset=\"utf-8\"\u003e\n\u003cspan\u003e📄 \u003c\/span\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e\u003cspan\u003e 16-page editable Microsoft Word document (.docx)\u003c\/span\u003e\u003cspan\u003e \u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cspan\u003e⬇️ \u003c\/span\u003e\u003cstrong\u003eInstant digital download\u003c\/strong\u003e\u003cspan\u003e — available immediately after purchase \u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cspan\u003e🦷 \u003c\/span\u003e\u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53763351282028,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_manager_staff_oneonone.jpg?v=1778745275"},{"product_id":"fta-management","title":"FTA Management Protocol 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eFTA Management Protocol 2026 — The Complete System for Managing Failures to Attend and Short-Notice Cancellations in Australian Dental Practices\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eA practice with a 8% FTA rate running 5 chairs loses approximately $307,200 in production every year. Every percentage point reduction in your FTA rate goes directly to the bottom line — and most of it is preventable.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eFTA Management Protocol 2026\u003c\/strong\u003e is the complete system for managing failures to attend, late cancellations, and short-notice gaps in an Australian dental practice. It covers prevention, same-day gap filling, follow-up, FTA fees, chronic FTA management, and KPI tracking — with ready-to-use scripts, letter templates, and a clear decision framework for every scenario your team will face.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe protocol is structured across 6 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Understanding the Real Cost of FTAs\u003c\/strong\u003e A plain-language breakdown of exactly what your FTA rate is costing the practice in dollar terms — with a calculation framework to run with your team at your next meeting. Includes clear definitions for FTA, short-notice cancellation, late cancellation, chronic FTA patient, and gap filling.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Prevention: Reducing FTAs Before They Happen\u003c\/strong\u003e The four prevention mechanisms that produce the most consistent results: automated 48-hour confirmation SMS (with template), morning confirmation calls for unconfirmed appointments (with script), maintaining a short-notice availability list, and deposit policy for high-risk appointments — including a word-for-word script for requesting a deposit at the time of booking.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — Same-Day Gap Filling When an FTA or Cancellation Occurs\u003c\/strong\u003e A step-by-step process for the first 15 minutes after a gap opens — marking the appointment correctly in software, working the short-notice list (with call script), following up outstanding treatment plans (with script), and using unfilled gaps productively rather than letting them become downtime.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Following Up After an FTA\u003c\/strong\u003e Every FTA requires a follow-up — a warm, genuine call within 24 hours (with separate scripts for first FTA and repeat FTA patients) and a same-day FTA letter or email (template included). Patients who receive a follow-up almost always rebook. Patients who don't, rarely return.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — FTA and Short-Notice Cancellation Fees\u003c\/strong\u003e A complete decision framework for when to charge, when to waive, and how to communicate the policy — covering FTAs with no contact, same-day cancellations, late cancellations, genuine emergencies, and chronic FTA patients. Includes a script for stating the cancellation policy at the time of booking and guidance on how to inform patients before a fee can be applied.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 6 — FTA KPIs and Reporting\u003c\/strong\u003e Six key KPIs with targets: FTA rate (below 5%), short-notice cancellation rate (below 8%), gap fill rate (above 60%), FTA follow-up call completion rate (100%), 48-hour SMS confirmation send rate (100%), and chronic FTA patient count — with guidance on where to find each metric.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eReady-to-use scripts and templates included:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e48-hour confirmation SMS template\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eMorning confirmation call script (confirmed, cannot make it, voicemail)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eShort-notice list gap filling call script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eOutstanding treatment gap filling call script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFTA follow-up call scripts (first FTA and repeat FTA)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFTA letter \/ email template\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eCancellation policy script for new patient bookings\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eDeposit request script for long appointments and chronic FTA patients\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want a written, consistent FTA management system across the whole team\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFront Office Coordinators who need clear scripts and processes for handling FTAs and cancellations\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to reduce revenue leakage from missed appointments\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice where FTAs are handled inconsistently or not followed up at all\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 11-page editable Microsoft Word document (.docx) — fully customisable with your practice name, dentist names, phone number, and fee amounts\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53764292837740,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_reception_1_6d6d01f5-c83e-46ef-8874-539c90350017.png?v=1778760181"},{"product_id":"fee-guide-price-list-template-2026","title":"Fee Guide \u0026 Price List Template 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eComplete Fee Schedule with ADA Item Numbers for Australian Private Dental Practices\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThere is no mandated fee schedule for private dental practice in Australia — your fees are set by you. But without a structured, documented fee schedule, most practices under-price, miss annual reviews, and create inconsistency between what's in the software and what's on the treatment plan.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eFee Guide \u0026amp; Price List Template 2026\u003c\/strong\u003e gives you the complete framework for setting, documenting, reviewing, and communicating your practice fees — with a comprehensive fee schedule covering the most common ADA item numbers used in Australian general dental practice, CDBS reference fees, and two patient-facing price list templates ready to customise and use.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWhat's included:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — How to Use This Fee Guide\u003c\/strong\u003e A plain-language guide to fee-setting in Australian private practice — including how to use the ADA Fee Survey as a benchmark (not a ceiling), how to calculate your cost per chair hour, how to check health fund preferred provider contracts before setting prices, and a recommended annual fee review schedule. Includes guidance on annual fee increases — why 3–5% per year is the minimum most practices need to keep pace with inflation, and why avoiding increases for 2–3 years creates the large catch-up increases that shock patients.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Complete Fee Schedule\u003c\/strong\u003e A comprehensive fee schedule template covering 70+ services across 10 categories — each with the ADA item number, a plain-English service description, a \"Your Fee\" column, and a notes column for variations:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eExamination, Diagnosis \u0026amp; Preventive (011–114)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eRestorative — Fillings (511–535)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eEndodontics — Root Canal Treatment (411–419)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eCrowns, Bridges \u0026amp; Veneers (613–671)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eOral Surgery \u0026amp; Extractions (311–381)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePeriodontics — Gum Treatment (221–232)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eProsthodontics — Dentures (711–752)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eOrthodontics (811–891)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eDental Implants (687–888 and All-on-4)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eCosmetic \u0026amp; Whitening (take-home, in-chair, composite bonding, smile design)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eMouthguards \u0026amp; Splints (141–156)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAdministration \u0026amp; Cancellation (FTA fees, deposits, records transfer)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — CDBS Reference Schedule\u003c\/strong\u003e The 10 most commonly billed Child Dental Benefits Schedule item numbers with a \"Your CDBS Fee\" column and a reminder that CDBS fee caps are mandatory — charging above the government cap is a compliance breach. Includes a direct link to verify current caps at Services Australia.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Patient-Facing Price List Templates\u003c\/strong\u003e Two ready-to-use patient-facing templates:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eTemplate A — Waiting Room Price List:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA clean, summary-format price list for display at reception or in the waiting room — covering the 10 most common services with spaces for your fees, HICAPS and CDBS notes, and a \"fees correct as at\" date\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eTemplate B — New Patient Treatment Plan Fee Disclosure Statement:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA professional fee disclosure statement to attach to every written treatment plan — covering health fund rebate disclaimers, payment terms, cancellation policy, and a contact prompt for fee questions before the appointment\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers responsible for maintaining the fee schedule and ensuring consistency between the software, treatment plans, and patient communications\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want a documented, reviewable fee schedule rather than fees that exist only in the practice management software\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eNew practices setting up their fee structure from scratch\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice that has not formally reviewed its fees in the past 12 months\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 8-page editable Microsoft Word document (.docx) — fully customisable with your practice name, ABN, fees, and review dates\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian private dental practices\u003c\/strong\u003e — references ADA item numbers and CDBS compliance requirements\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53788846326124,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_financials.png?v=1777776478"},{"product_id":"pm-weekly-planning-system-2026","title":"PM Weekly Planning System 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eThe Complete Weekly Planning Ritual for Dental Practice Managers\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eMost Practice Managers arrive on Monday already reactive — responding to whatever comes first rather than intentionally leading. The week controls them. The \u003cstrong\u003ePM Weekly Planning System 2026\u003c\/strong\u003e fixes that.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eBuilt around two short, non-negotiable rituals totalling just 30 minutes per week, this system gives dental Practice Managers a structured, repeatable way to close each week with intention and open the next one with clarity — before a single email is opened or a single request is answered.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe system is built around two rituals:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eRitual 1 — Friday Review (15 minutes)\u003c\/strong\u003e Close the week with intention. Reflect on what happened, capture loose ends, and give yourself genuine permission to switch off over the weekend. Structured across four steps:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003col\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eReflect on the week\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— three honest questions covering what went well, what didn't, and one thing to be proud of\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eCapture open loops\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— get every unfinished task, unresolved conversation, and lingering concern out of your head and onto paper\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eThe Not This Week list\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— explicit, written permission to defer things you are consciously choosing not to carry forward\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eFriday close checklist\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— a 7-point end-of-week checklist covering email, outstanding tasks, team follow-ups, patient follow-ups, the appointment book, and Monday morning flags\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eRitual 2 — Monday Planning (20 minutes)\u003c\/strong\u003e Open the week with intention. Set your priority, triage your task list, and time-block your calendar before you respond to a single message. Structured across four steps:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003col\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eSet your one leadership priority\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— the single most important thing you will complete this week, defined as a leadership task (not an operational one), with a target to complete it by Wednesday\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eReview your KPIs\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— check appointment book fullness, outstanding recalls, FTAs, incomplete treatment follow-ups, and Google reviews before planning the week\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eTask triage\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— a complete task list with a four-option decision for every item: DO, DEFER, DELEGATE, or DROP\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eTime block your week\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003e— a day-by-day time blocking template from Monday to Friday, with the leadership priority blocked first\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eBonus — Weekly Priorities Summary page\u003c\/strong\u003e A single-page summary designed to be pinned somewhere visible — covering the one leadership priority, top 5 tasks, the Not This Week list, and key conversations to have. When someone asks you to take on something new mid-week, you check this page first.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who feel reactive, overwhelmed, or like the week runs them rather than the other way around\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePMs who want a structured, repeatable weekly rhythm that keeps them focused on leadership rather than just operations\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want their PM to have a consistent planning system that drives accountability and results\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny PM who has ever arrived on Monday morning without a clear plan and spent the week catching up\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 8-page editable Microsoft Word document (.docx) — designed to be printed fresh each week or used as a recurring digital template\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for dental Practice Managers\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53788989948268,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_new_pm_onboarding_desk.png?v=1779349220"},{"product_id":"team-accountability-framework-2026","title":"Team Accountability Framework 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eA Practical Guide for Dental Practice Managers to Build a Culture of Clear Expectations and Genuine Accountability\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eMost Practice Managers think accountability means catching people doing the wrong thing and pulling them up on it. That is only one part of it — and the smallest part. Real accountability is a system, not a reaction. It starts long before anything goes wrong.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eTeam Accountability Framework 2026\u003c\/strong\u003e is a practical guide for dental Practice Managers to build a culture of clear expectations, honest feedback, and genuine accountability — without the drama. Covering the four pillars of an accountable practice, a graduated consequences framework, a recognition system, and a self-assessment audit, this guide gives PMs the mindset, the language, and the practical tools to lead their team with confidence.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe framework is structured across 4 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — What Accountability Actually Is\u003c\/strong\u003e The most important mindset shift in practice management: accountability is not micromanagement, it is not catching people out, and it is not being the practice police. It is a culture where people take ownership because they understand the why. Includes the most important principle in the guide: \u003cem\u003ethe standard you walk past is the standard you accept.\u003c\/em\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — The Four Pillars of an Accountable Practice\u003c\/strong\u003e The four things every PM must build before anything goes wrong:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePillar 1 — Clear, written expectations for every role\u003c\/strong\u003e You cannot hold someone accountable for something they did not know was expected of them. Covers signed job descriptions, written expectations in the first week, communicating changes directly, and using one-on-ones to reinforce standards. Includes a self-assessment checklist for each pillar.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePillar 2 — Consistent, real-time feedback\u003c\/strong\u003e Feedback that arrives at the annual review is useless. Covers the 48-hour rule for corrective feedback, behaviour-specific and impact-specific language, the rule on never giving feedback in front of patients or colleagues, and a side-by-side comparison of weak versus strong feedback language with real examples.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePillar 3 — Documented conversations and follow-up\u003c\/strong\u003e Without documentation, every accountability conversation is your word against theirs. Covers what to document, how to schedule follow-ups at the time of the conversation, and why transparency about documentation builds trust rather than fear.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePillar 4 — Graduated consequences and consistent application\u003c\/strong\u003e Accountability without consequences is just a polite request. A complete 5-level graduated consequences framework:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eLevel 1 — Informal conversation (first observation of a performance issue)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eLevel 2 — Verbal warning (issue not resolved after informal conversation)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eLevel 3 — Written warning (issue persists after verbal warning)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eLevel 4 — Final warning or Performance Improvement Plan\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eLevel 5 — Termination (with guidance to consult the Practice Owner and seek employment law advice)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eIncludes a clear note on serious misconduct — when to skip levels and when to seek legal advice immediately.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — The Recognition Side of Accountability\u003c\/strong\u003e A practice that only holds people accountable for failures — but never recognises what goes right — creates a team that feels under constant surveillance. Recognition is not a soft extra. It is a core part of accountability because it tells the team what the standard looks like when it is being met. Covers what good recognition looks like (specific, timely, genuine, tied to the standard), a real example of recognition done well, and a monthly recognition habits checklist for PMs.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Accountability Audit\u003c\/strong\u003e A 12-point self-assessment audit for PMs to honestly assess the current state of accountability in their practice — with Yes \/ Partially \/ No ratings and a priority column. Closes with a three-priority action planning section to focus effort for the quarter ahead.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want to build a high-performance team culture without resorting to micromanagement or conflict avoidance\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePMs who find difficult conversations uncomfortable and want a clear, structured framework to follow\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want their PM to lead the team with consistency and confidence\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice where performance issues are being avoided, inconsistently managed, or handled without documentation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 6-page editable Microsoft Word document (.docx) — fully customisable with your practice name and PM details\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for dental Practice Managers\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53789025370476,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_team_celebration.jpg?v=1778745275"},{"product_id":"stock-supplies-management-sop-2026","title":"Stock \u0026 Supplies Management SOP 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eComplete Standard Operating Procedure for Ordering, Receiving, Storing and Auditing Stock in an Australian Dental Practice\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eA surgeon without the right instruments. A full appointment book and no anaesthetic cartridges. A sterilisation room that runs out of pouches on a Tuesday afternoon. These are not minor inconveniences — they are failures of operational leadership. And they are almost entirely preventable with a written stock management system.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eStock \u0026amp; Supplies Management SOP 2026\u003c\/strong\u003e is the complete standard operating procedure for ordering, receiving, storing, and auditing stock in an Australian dental practice — including a full par-level reference table for 28 core stock items, a monthly audit framework, a supplier management guide, and a ready-to-use order request form.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe SOP is structured across 7 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Why Stock Management Matters More Than You Think\u003c\/strong\u003e The business case for a written stock system — including the fact that clinical and consumable stock represents $5,000–$15,000 in inventory at any given time in a single-chair practice, and that without a system, some items expire unused while others run out at the worst possible moment. Introduces the four core principles: par levels, FIFO rotation, one named person responsible, and regular auditing.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Roles and Responsibilities\u003c\/strong\u003e A clear responsibilities table for the Stock Manager (usually a senior DA), the Practice Manager, all clinical staff, and the Practice Owner — with a firm rule that stock ordering must be done by one designated person only. When multiple team members order independently, the result is duplicate orders, missed items, and uncontrolled spend.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — The Ordering Process\u003c\/strong\u003e A five-step ordering procedure covering:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eStep 1 — Check stock levels against par levels:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eA weekly visual check every Monday morning, walking through the store room, sterilisation room, and each surgery systematically\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eStep 2 — Complete the order request form:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eEvery order documented before it is placed, with PM approval required for items over the practice's threshold\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eStep 3 — Place the order with the supplier:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eOnline wherever possible; written confirmation for phone orders; credit card rules for approved suppliers only\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eStep 4 — Receive and check the delivery:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCheck against the packing slip, check expiry dates, inspect for damage, and note any discrepancies on the delivery docket before signing\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eStep 5 — Store stock correctly:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFIFO at all times, temperature-sensitive storage requirements, sterile\/non-sterile separation, and the rule on controlled drugs and Schedule 4 medications\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Auditing and Budget Management\u003c\/strong\u003e A two-tier audit system:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eWeekly visual check (every Monday, 10–15 minutes):\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eWalk-through of all storage areas, flagging anything at or below reorder level\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eMonthly stock audit (first Monday of each month, 30–90 minutes):\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFull physical count, expiry date check, total stock value calculation, and comparison with last month's count to identify unexplained discrepancies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eIncludes a monthly stock spend report template — total spend vs last month, total spend vs budget, items above expectation, expiry wastage, and supplier issues. Plus guidance on setting a monthly stock budget and sharing it with the Stock Manager.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — Par Level Reference\u003c\/strong\u003e A complete par level reference table for the 28 most common dental practice stock items — with par level, reorder point, lead time, supplier type, and check frequency for each item across 8 categories:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAnaesthetic (anaesthetic cartridges, disposable syringes and needles)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eRestorative (composite resin, bonding agent, glass ionomer cement)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eImpression materials\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eHygiene (prophy paste, fluoride varnish, floss)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePPE (gloves, masks, eye protection, gowns)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eSterilisation (pouches, bags, biological indicators)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eDisposables (cotton rolls, gauze, cups, bibs)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eWaste, radiology, endodontic, handpieces, infection control\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eIncludes guidance on calibrating par levels to your specific practice based on 3–6 months of actual consumption data.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 6 — Supplier Management\u003c\/strong\u003e An approved supplier list template, guidance on annual supplier review and market comparison, and the key negotiation insight: most practices could save 5–15% on their annual stock spend simply by reviewing their supplier list, consolidating orders, and asking for better pricing. Suppliers expect this conversation.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 7 — Order Request Form\u003c\/strong\u003e A ready-to-use order request form to complete before placing every order — covering date, ordered by, supplier, PM approval, item name, quantity, estimated cost, reason for order, and packing slip confirmation. This form is the audit trail.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers responsible for controlling stock spend and ensuring clinical materials are always available\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eSenior Dental Assistants who manage day-to-day stock ordering and receiving\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want a controlled, auditable stock management system\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice that currently manages stock informally — from memory, habit, or whoever happens to notice something is running low\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 10-page editable Microsoft Word document (.docx) — fully customisable with your practice name, stock manager details, par levels, and supplier information ⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53789048406380,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_dental_4.png?v=1777692441"},{"product_id":"practice-management-self-assessment-tool-2026","title":"Practice Management Self-Assessment Tool 2026","description":"\u003cp\u003e\u003cspan\u003eA Quarterly Self-Assessment Across the Six Core Domains of Dental Practice Management\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eGreat Practice Managers are self-aware. They know what they are strong at — and they are honest about where they are avoiding, stuck, or operating below the level their practice needs. The \u003cstrong\u003ePM Self-Assessment Tool 2026\u003c\/strong\u003e is a structured quarterly self-assessment that gives dental Practice Managers a clear, honest picture of where they stand across the six core domains of practice management — and a focused action plan for the quarter ahead.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThis is not a performance review from your employer. It is a tool for you.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe assessment covers six domains — 10 competencies each:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 1 — Leadership (10 competencies)\u003c\/strong\u003e Setting clear expectations, holding accountability without avoiding, monthly one-on-ones, addressing performance within 48 hours, giving specific feedback, running purposeful team meetings, consistency, modelling standards, making confident decisions, and investing in leadership development.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 2 — Operations and Systems (10 competencies)\u003c\/strong\u003e Proactive appointment book management, recall system consistency, FTA rate below 5%, understanding production and revenue numbers, written and followed SOPs, systematic stock management, lab work tracking, equipment maintenance, operating proactively rather than reactively, and effective delegation.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 3 — Financial Management (10 competencies)\u003c\/strong\u003e Weekly production and revenue review, monthly financial summary to the Practice Owner, KPI understanding, identifying revenue shortfall causes, accounts receivable management, stock spend against budget, monitoring major cost drivers, fee schedule review within 12 months, distinguishing production from revenue, and proactively optimising schedule utilisation.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 4 — Team Management and Culture (10 competencies)\u003c\/strong\u003e Knowing how each team member is feeling, effective 90-day onboarding, current signed job descriptions for every team member, substantive performance reviews, prompt conflict management, positive team culture, identifying retention risks, celebrating wins specifically, current HR records, and Award compliance awareness.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 5 — Compliance and Risk Management (10 competencies)\u003c\/strong\u003e Proactive AHPRA registration checks, current CPR certificates, current radiation licences, WHS obligations, infection control auditing, clinical waste management, privacy and APP compliance, current emergency procedures, equipment maintenance records, and state-specific regulatory awareness.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 6 — Patient Experience (10 competencies)\u003c\/strong\u003e Consistently excellent new patient experience, active online review management, front desk communication standards, recall pre-booking above 80%, clear treatment plan presentation with fee disclosure, prompt complaint resolution, a patient experience patients comment on positively, physical environment standards, using patient feedback to improve, and being able to describe the patient experience accurately in three sentences.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eScoring and Action Planning\u003c\/strong\u003e Each competency is rated on a 1–5 scale (Not Yet \/ Developing \/ Capable \/ Confident \/ Exceptional). Domain scores are totalled out of 50, with an overall score out of 300. A score interpretation guide gives context:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e240–300 — High-performing PM:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eWell-led practice, focus on lowest-scoring domains\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e180–239 — Capable PM with clear opportunities:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSolid across most areas, build a focused plan\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e120–179 — Developing PM:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eHonest about the biggest gaps, get support\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eBelow 120 — New to the role or significantly stretched:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003ePrioritise fundamentals\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eCloses with a quarterly action plan — three specific priorities, how to achieve them, and a completion date. Designed to be completed quarterly and tracked over time, so PMs can see their own growth.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want a structured, honest quarterly check-in on their own performance\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eNew PMs who want a clear picture of where to focus their development\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eExperienced PMs who want to identify the areas they have been avoiding\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to use the tool as the basis for a quarterly PM development conversation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 9-page editable Microsoft Word document (.docx) — designed to be completed quarterly, printed and filed, or shared with a Practice Owner or mentor\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for dental Practice Managers\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53789051617644,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_handshake.png?v=1777776478"},{"product_id":"new-patient-conversion-tracker-2026","title":"New Patient Conversion Tracker 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eA 4-Tab Excel Workbook to Track New Patient Enquiries, Treatment Acceptance, and Referral Source Performance\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eMost dental practices know how many new patients they see each month. Very few know how many enquiries they received, how many of those booked, how many attended, how many accepted treatment, and where the rest dropped off. That gap in data is costing practices real revenue — and they have no idea where to fix it.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eNew Patient Conversion Tracker 2026\u003c\/strong\u003e is a ready-to-use Excel workbook that tracks every new patient from first enquiry through to treatment completion — with a treatment acceptance tracker by dentist and treatment type, a referral source performance comparison, and automatic monthly summary calculations. One workbook, updated daily by the FOC, reviewed monthly by the PM.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe workbook contains 4 tabs:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eTab 1 — New Patient Conversion\u003c\/strong\u003e Track every new patient enquiry from first contact through to treatment completion. One row per patient, recording: date, how they heard about the practice, enquiry type, whether an appointment was booked, whether it was attended, whether a treatment plan was presented, whether it was accepted, whether treatment was started, whether it was completed, whether a referral was given, and the stage at which the patient dropped off if they did not proceed. The monthly summary section calculates automatically: total enquiries, enquiry-to-booking rate, treatment acceptance rate, patients who completed treatment, and referrals generated.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eTab 2 — Treatment Acceptance\u003c\/strong\u003e Track every treatment plan presentation by date, patient ID, dentist, and treatment category — with fee estimate, same-day acceptance, follow-up outcome, and reason for decline if applicable. The summary calculates acceptance rates and total treatment value presented vs accepted. Designed to be reviewed with each dentist in their monthly one-on-one.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eTab 3 — Referral Source Performance\u003c\/strong\u003e A monthly source comparison table covering 10 referral sources — Google Search\/Maps, Google Reviews, patient referral, GP\/specialist referral, social media, walk past\/signage, health fund provider list, community event\/sponsorship, website\/online booking, and other. Records enquiries, bookings made, booking rate, treatment plans accepted, and acceptance rate per source. Tells you which marketing activities and referral sources actually deliver quality patients — not just volume.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eTab 4 — How to Use\u003c\/strong\u003e A plain-language guide to using the workbook — including the four key monthly metrics to review (enquiry-to-booking conversion rate target above 80%, treatment plan acceptance rate target above 70%, top 2 referral sources by conversion, and the stage where most patients are dropping off) and four tips for success covering who updates what and when.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want data-driven insight into new patient conversion and treatment acceptance\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFOCs responsible for tracking new patient enquiries and following up outstanding treatment plans\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to know which marketing channels are actually delivering quality patients\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice that currently has no system for tracking where new patients are lost in the journey from enquiry to treatment completion\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e Microsoft Excel workbook (.xlsx) — 4 tabs with automatic monthly summary calculations, ready to use from day one\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53789054468460,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_recall_system_computer_5c1c28df-4d04-4d0e-a9e3-eaf2116dd3cc.png?v=1779349200"},{"product_id":"appointment-book-management-sop-2026","title":"Appointment Book Management SOP 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eThe Complete System for Building, Protecting, and Optimising the Dental Appointment Book\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eEvery dollar your dental practice earns flows through the appointment book. Every patient experience is shaped by what is in it. Every dentist's day rises or falls based on how it is built. And yet most practices treat the appointment book as something that fills itself — waiting for patients to call, accepting gaps reactively, and losing $500–$1,000 every time a chair sits empty for an hour.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eAppointment Book Management SOP 2026\u003c\/strong\u003e is the complete system for building, protecting, and optimising the dental appointment book — from booking standards and confirmation protocols through to same-day gap management, pre-booking, daily book reviews, and a full KPI tracking framework.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe SOP is structured across 7 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Why the Appointment Book Is a Leadership Responsibility\u003c\/strong\u003e The business case for a proactive appointment book system — with a side-by-side comparison of a reactive practice versus a proactive one. A reactive practice looks at the book each morning and reacts. A proactive practice reviews the book 2–3 days ahead, works an active short-notice list, and pre-books 80%+ of recalls at check-out. This SOP builds the second practice.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Booking Standards\u003c\/strong\u003e Five non-negotiable booking standards covering: confirming the correct appointment length before booking (with a ready-to-use appointment length reference guide to complete with your dentist), collecting complete patient information, strategic scheduling principles, and the booking close script — \"I have Tuesday at 10am or Thursday at 2pm — which works better for you?\"\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — The Confirmation System\u003c\/strong\u003e A 5-step confirmation sequence from booking through to 90 minutes before the appointment — with an automated SMS template, a confirmation phone call script, and clear guidance on what to do when a patient cannot be confirmed by 90 minutes before their appointment time.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Same-Day Gap Management\u003c\/strong\u003e The 15-minute gap response rule — a gap is an emergency that needs a response within 15 minutes, not an hour. Covers the short-notice availability list (how to build it, how to maintain it, and how to use it), a 5-step gap response process, and the short-notice call script.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — Pre-booking and Recall Integration\u003c\/strong\u003e The pre-booking target is 80% — 8 in 10 patients must leave with their next appointment booked. Covers the pre-booking check-out script, how to handle patients who say they'll call later, and the dentist briefing strategy — \"The dentist sets it up, the FOC closes it.\"\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 6 — The Daily Book Review\u003c\/strong\u003e The 20-minute afternoon habit that separates high-performing practices from reactive ones — a two-day-ahead review and a next-day review, with a step-by-step checklist for each. Practices that do this consistently have fewer surprises, fewer FTAs, and higher average daily production.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 7 — Appointment Book KPIs\u003c\/strong\u003e Six weekly KPIs with targets — pre-booking rate (80%+), FTA rate (below 5%), same-day cancellation rate (below 8%), chair utilisation rate (85%+), gap fill rate (70%+), and book fill rate two weeks out (80%+). Includes a ready-to-use weekly tracking table to copy into your KPI workbook.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eReady-to-use scripts and tools included:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAppointment length reference guide (complete with your dentist)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eBooking close script — two-option offer\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eBooking confirmation script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAutomated SMS confirmation template\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eConfirmation phone call script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eShort-notice call script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePre-booking check-out script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eTwo-day-ahead and next-day review checklists\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eWeekly KPI tracking table\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want a written, consistent appointment book management system across the whole FOC team\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFront Office Coordinators who want clear standards, scripts, and processes for every booking scenario\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to reduce FTAs, increase pre-booking rates, and maximise chair utilisation\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice where the appointment book is managed reactively rather than proactively\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 10-page editable Microsoft Word document (.docx) — fully customisable with your practice name, dentist names, appointment lengths, and phone number\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830229066092,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_manager_reception_desk_35f49cd2-1a67-46bb-8420-bb4ad8b939f2.jpg?v=1780298119"},{"product_id":"owner-pm-relationship-framework-2026","title":"Owner–PM Relationship Framework 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eA Practical Working Agreement for Practice Owners and Practice Managers to Define Roles, Communication, and Trust\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eMost practices that struggle operationally do not have a strategy problem. They have an Owner–PM relationship problem. The owner feels they can never really step back. The PM is overwhelmed and under-supported. The team does not know who to go to for decisions. And nothing quite runs smoothly because the leadership layer is unclear.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eOwner–PM Relationship Framework 2026\u003c\/strong\u003e is a practical working agreement for Practice Owners and Practice Managers to define who owns what, how they communicate, and how to build a working relationship that allows the practice to grow without the owner having to run every detail. It is designed to be completed together — owner and PM sitting down and working through each section as a conversation, not as a form to fill in separately.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe framework is structured across 5 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Why This Relationship Is the Engine of the Practice\u003c\/strong\u003e The business case for getting this relationship right — and an honest description of what it looks like when it is not working. Includes the key principle: complete this document together. The process of having the conversation is as valuable as the document that comes out of it.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Who Owns What\u003c\/strong\u003e A complete role ownership table covering 12 PM responsibilities and 12 Practice Owner responsibilities — from day-to-day team management and appointment book ownership (PM) through to strategic direction, fee setting, and associate dentist relationships (Owner). Includes the approval threshold framework — an agreed dollar amount above which the PM must seek owner approval, with guidance on setting the right threshold for single-chair and multi-chair practices.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — How We Communicate\u003c\/strong\u003e A consistent communication rhythm covering four touch points: the weekly check-in (20–30 minutes, PM-led), the monthly business review (45–60 minutes, PM presents), immediate escalation (same-day, PM-driven), and the quarterly or bi-annual strategic planning session (Owner-led). Includes a ready-to-use weekly update format — a structured template the PM sends before each check-in covering wins, production, team update, book status, decisions required, and upcoming deadlines.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Building and Maintaining Trust\u003c\/strong\u003e Eight commitments from the owner to the PM and eight commitments from the PM to the owner — the behaviours that build a trust-based relationship over time. Includes a practical framework for what to do when trust breaks down: name it directly, use a structured conversation, focus on behaviour and impact, and seek outside support if needed.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — The Annual Relationship Review\u003c\/strong\u003e A dedicated annual conversation about the relationship itself — separate from any performance review. Nine structured questions covering what is working, what is not, whether the ownership split is still right, and what each person needs from the other in the next 12 months. Includes a sign-off record with signature blocks for both parties.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eCloses with a Shared Standards page\u003c\/strong\u003e — seven non-negotiable commitments that both the owner and PM sign off on together, including not undermining each other's authority in front of the team, bringing concerns directly to each other, and seeking outside support if the relationship cannot be resolved between them.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to genuinely step back from day-to-day operations and trust their PM to run the practice\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want clarity about their authority, their responsibilities, and how to work effectively with their owner\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eOwner–PM pairs who are experiencing friction, blurred boundaries, or communication breakdowns\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eNew PM appointments — complete this framework in the first week to set the relationship up correctly from day one\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eWhy this framework works:\u003c\/strong\u003e Most dentist-owner and PM relationships are never explicitly defined. Expectations are assumed, authority is unclear, and problems build silently until they explode. This framework makes the implicit explicit — in writing, agreed by both parties, reviewed annually. It does not guarantee a perfect relationship. It gives both people the best possible foundation for one.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 9-page editable Microsoft Word document (.docx) — designed to be completed together by the Practice Owner and Practice Manager, then signed and filed\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830296600940,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_strategy_57ec19e0-9956-4950-a1e7-f00a7583241b.png?v=1780298537"},{"product_id":"practice-sale-preparation-guide-2026","title":"Practice Sale Preparation Guide 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eA Practical Guide for Australian Dental Practice Owners Preparing to Sell\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eMost dental practice owners begin thinking about selling their practice 6–12 months before they want to exit. This is too late. The decisions you make in the 2–3 years before a sale have a far greater impact on the sale price and the smoothness of the transaction than anything you do in the final 12 months.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003ePractice Sale Preparation Guide 2026\u003c\/strong\u003e is a practical, comprehensive guide for Australian dental practice owners preparing to sell — covering what buyers look for, how EBITDA multiples work, a 3-year preparation timeline, the due diligence checklist, and what to expect from transition and restraint of trade obligations. Whether you are 3 years from a sale or 6 months, this guide gives you the framework to maximise your outcome.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eImportant:\u003c\/strong\u003e This guide provides general guidance only and is not financial, legal, or taxation advice. Before making any decisions about selling your dental practice, obtain independent advice from a dental practice accountant, solicitor, and broker.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe guide is structured across 5 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Start Earlier Than You Think\u003c\/strong\u003e Why 3 years is the right preparation horizon — and why practices that are deliberately prepared for sale sell faster, attract more serious buyers, and command a higher multiple than those put on the market without preparation.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — What Buyers Look For\u003c\/strong\u003e The six value drivers buyers assess — financial performance, patient base quality, team stability, systems and documentation, compliance, and lease and premises — with a clear explanation of how each affects sale value. Includes a practical guide to EBITDA multiple valuation in the Australian dental market, with typical multiple ranges for single-chair owner-operated, multi-chair PM-led, and high-growth specialist practices. The key insight: every $50,000 of additional normalised EBITDA adds $150,000–$225,000 to your sale price at a 3–4.5x multiple.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — The 3-Year Preparation Timeline\u003c\/strong\u003e A phase-by-phase preparation checklist across three horizons:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e3 Years Out — Foundation:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eFinancial foundations (accountant, clean statements, fee review, cost structure), team stability (employment contracts, job descriptions, underperformer management), and systems documentation (SOP library, software data, lease, equipment)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e12–18 Months Out — Polish:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eEBITDA review with accountant, normalised EBITDA calculation, compliance sweep across all regulatory areas, reducing owner dependence, and assembling your advisory team (solicitor, accountant, broker, financial adviser)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e3–6 Months Out — Market:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003ePreparing the information memorandum, the buyer qualification process, practice visits, heads of agreement, due diligence, and settlement\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — The Due Diligence Checklist\u003c\/strong\u003e A complete, ready-to-use checklist of every document category buyers request during due diligence — organised across four categories:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFinancial documents (P\u0026amp;L, balance sheets, BAS, tax returns, normalised EBITDA, accounts receivable)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice performance data (active patient count, new patient numbers, recall rate, FTA rate, production per dentist, treatment acceptance rate)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eLegal and contractual documents (lease, employment contracts, associate agreements, supplier agreements, software licences)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eCompliance and regulatory documents (AHPRA registrations, X-ray certificates, radiation procedure, drug register, WHS, infection control, privacy, equipment service records)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — The Owner's Role After Sale\u003c\/strong\u003e Transition periods (typically 3–12 months), what they involve, and how to negotiate them. Restraint of trade clauses — what they cover, typical geographic and time parameters in the Australian dental market, and why they are negotiable. Closes with the most important mindset shift: the practice you are selling is not the practice you built for yourself — it is the practice a buyer will pay the most for.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who are considering selling their practice in the next 1–5 years and want to understand what preparation is required\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to maximise their sale price by building a practice that is genuinely attractive to buyers\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers whose owner is preparing for an exit and who want to understand their role in the preparation process\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice owner who has never had a formal conversation about practice valuation and wants to understand how the numbers work\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 10-page editable Microsoft Word document (.docx) — fully customisable with your practice name, owner name, and target sale date\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e — references Australian EBITDA multiples, dental practice brokers, and Australian regulatory compliance requirements\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830377242988,"sku":null,"price":99.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_handshake_a4fd52af-528e-4a5c-ad78-ce9118a39748.png?v=1780299083"},{"product_id":"end-of-day-cash-banking-sop-2026","title":"End-of-Day Cash \u0026 Banking SOP 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eThe Complete Daily Reconciliation Procedure for Australian Dental Practices\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eA daily end-of-day reconciliation is not just an administrative task — it is the practice's financial health check. Done correctly, it tells you what the practice collected today, whether the systems balance, whether there are any unexplained discrepancies, and whether the bank deposit matches what was taken in. Done inconsistently or not at all, it leaves the practice exposed to cash discrepancies, HICAPS errors, and financial blind spots that accumulate over time.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eEnd-of-Day Cash \u0026amp; Banking SOP 2026\u003c\/strong\u003e is the complete daily reconciliation procedure for cash, EFTPOS, HICAPS, and Medicare payments in an Australian dental practice — with a 7-step reconciliation process, a discrepancy procedure, a ready-to-use Daily Balance Sheet template, and record retention guidance.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe SOP is structured across 4 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Why a Daily Reconciliation Matters\u003c\/strong\u003e The business case for a written, consistent end-of-day procedure — and the dual oversight principle: cash handling is a high-risk area for small businesses, and proper procedures protect both the practice and the staff member. Includes a clear payment type reference table covering cash, EFTPOS, HICAPS, Medicare\/CDBS, and account\/payment plan — what must balance for each.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — The 7-Step End-of-Day Reconciliation Procedure\u003c\/strong\u003e A complete, step-by-step reconciliation process to be followed every day the practice operates, without exception:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003col\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePrint the PMS day report — the definitive record of what the system says was received\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eCount the cash — twice, in a private area, subtracting the float to get day's cash takings\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eSettle the EFTPOS terminal — print the settlement receipt and reconcile against the PMS\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eSettle and reconcile HICAPS — including handling of HICAPS rejections (which must be resolved on the day)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eReconcile Medicare and CDBS claims — noting that Medicare payments arrive 1–2 business days after the claim\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eComplete the Daily Balance Sheet — single-page summary signed off by the FOC and reviewed by the PM\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePrepare and complete the banking — including the non-negotiable rule: do not leave large amounts of cash on the premises overnight\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — Discrepancy Procedure\u003c\/strong\u003e A clear, tiered response framework for every discrepancy level:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e±$0–$2.00: Record and monitor\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e±$2.01–$10.00: Recount and recheck, notify PM if unresolved\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e±$10.01–$50.00: Full investigation before banking, PM review required\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAbove ±$50.00: Stop, notify PM immediately, do not bank until investigated, notify Practice Owner if cause cannot be identified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eIncludes the seven most common causes of discrepancies — almost always a training issue or process gap, not dishonesty.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Daily Balance Sheet Template\u003c\/strong\u003e A ready-to-use Daily Balance Sheet covering all payment types, variance columns, float count, banking deposit amount, and signature blocks for the FOC and PM. Includes record retention guidance — retain all balance sheets, EFTPOS receipts, HICAPS reports, and bank deposit receipts for a minimum of 7 years.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers responsible for financial oversight and daily reconciliation sign-off\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFront Office Coordinators who complete the end-of-day reconciliation\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want a written, auditable daily cash management procedure\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice that currently reconciles inconsistently or has experienced unexplained cash discrepancies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 7-page editable Microsoft Word document (.docx) — fully customisable with your practice name and responsible person details; Daily Balance Sheet designed to be printed fresh each day or used as a recurring digital template\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e — covers HICAPS, Medicare Online Claiming, and CDBS\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830403785068,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_manager_laptop_review_2e1250e7-2757-4585-af2b-66853b222868.jpg?v=1780299272"},{"product_id":"health-fund-hicaps-claiming-guide-2026","title":"Health Fund \u0026 HICAPS Claiming Guide 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003ehe Complete Staff Reference Guide for Processing Health Fund, Medicare, CDBS, and DVA Claims in Australian Dental Practices\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eEvery FOC team member who works at a dental reception desk needs to understand how health fund claiming works — not just how to swipe the card, but what each funding stream covers, what to do when HICAPS is declined, how to check CDBS eligibility, and what DVA patients need. Most practices train their FOC verbally on this. This guide puts it all in writing.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eHealth Fund \u0026amp; HICAPS Claiming Guide 2026\u003c\/strong\u003e is the complete staff reference guide for processing health fund claims, Medicare, CDBS, and DVA payments in an Australian dental practice — covering the full Australian health funding landscape, step-by-step HICAPS claiming, ADA item number reference, CDBS eligibility checking and claiming, Medicare CDM plans, and DVA Gold and White Card claiming. Suitable for both new FOC team members and experienced staff needing a refresher.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe guide is structured across 5 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — The Australian Health Funding Landscape\u003c\/strong\u003e A clear, plain-language overview of every funding stream an FOC will encounter — private health insurance (HICAPS), Medicare CDBS, Medicare Chronic Disease Management plans, DVA Gold and White Card, self-funded patients, and payment plans (Afterpay, Zip, DentiCare). Presented as a reference table covering who each stream covers, how it works, and exactly what the FOC does.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — HICAPS: The Private Health Claiming System\u003c\/strong\u003e A complete 7-step HICAPS claiming procedure at checkout — including what to watch for at each step, how to handle HICAPS declines and rejections (the most common cause: annual limit exceeded), and how to run HICAPS estimates before the appointment so patients know their gap payment in advance. Includes the key patient communication script for declined claims and the non-negotiable rule: always process the gap payment after HICAPS, not before.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — ADA Item Numbers\u003c\/strong\u003e A practical FOC reference table covering 16 of the most commonly used ADA item numbers — examinations (011, 012, 013), radiographs (022, 037), hygiene (111, 114, 121, 131, 141), restorations (311, 322), crowns (521), and extractions (615, 631). Includes the non-negotiable compliance rule: never enter an item number for a service not actually provided — this is fraudulent claiming and a serious offence.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Medicare and CDBS\u003c\/strong\u003e Step-by-step CDBS eligibility checking (via PMS, HPOS, or Medicare phone), processing a CDBS claim including assignment of benefit form requirements, and what to do when the child has no remaining CDBS balance. Covers Medicare Chronic Disease Management plans — referral requirements, registration, bulk-billing vs gap-billing, and MBS item numbers.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — DVA Claiming\u003c\/strong\u003e Gold Card vs White Card coverage explained, prior approval requirements for major prosthetic work, how to submit DVA claims, the DVA fee schedule rule (the practice cannot charge more than the DVA scheduled fee for DVA-covered treatment), and record retention requirements.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eNew FOC team members being trained on health fund claiming for the first time\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eExperienced FOCs who want a written reference for less common claiming scenarios (DVA, CDM, CDBS)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want a written, consistent claiming reference that every FOC team member can access\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice that currently trains health fund claiming verbally with no written guide in place\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 7-page editable Microsoft Word document (.docx) — fully customisable with your practice name and team details; designed to be printed and kept at the reception desk as a daily reference\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e — covers HICAPS, Medicare Online Claiming, CDBS, CDM, and DVA\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830433800556,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_staff_1on1_a19cee0a-fc67-48e3-afa4-13ec2277e50a.png?v=1780299446"},{"product_id":"short-notice-cancellation-sop-2026","title":"Short-Notice Cancellation SOP 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eThe Complete Procedure for Managing Same-Day Cancellations and Filling Gaps in an Australian Dental Practice\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eA short-notice cancellation is not just an inconvenience. It is a revenue event. When a patient cancels with less than 24 hours' notice, the practice has a chair that is empty, a dentist who is paid regardless, and clinical overhead that does not stop. For a single-chair practice, an unfilled one-hour gap typically represents $200–$500 in lost production. The difference between practices that manage this well and those that accept it as inevitable is a system.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eShort-Notice Cancellation SOP 2026\u003c\/strong\u003e is the complete procedure for managing same-day cancellations and short-notice gaps in an Australian dental practice — from the moment the cancellation call comes in to the gap being filled. It covers the cancellation call script, the 15-minute gap response protocol, the short-notice list, overdue recall gap filling, cancellation fee policy, and a weekly tracking log.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe SOP is structured across 5 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Why This Procedure Exists\u003c\/strong\u003e The business case for a written cancellation management system — with four key performance metrics every practice should track: same-day cancellation rate (target below 8%), gap fill rate (target 70%+), response time to start working a gap (within 15 minutes), and FTA rate (target below 5%). Includes the non-negotiable 15-Minute Rule: an unfilled gap that is not actively worked within the first 15 minutes will almost certainly not be filled.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Receiving the Cancellation Call\u003c\/strong\u003e A 4-step cancellation call procedure covering exactly what to say and do from the moment the call arrives:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003col\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eReceive the call warmly — never make the patient feel guilty for cancelling\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eRebook before ending the call — always offer two specific times (never ask open questions)\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eOffer the short-notice list while you have them — turning a cancellation into a short-notice list addition\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eLog the cancellation and notify the PM within 5 minutes\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eIncludes the complete cancellation call script, the rebook script, and the short-notice list offer script.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — Filling the Gap\u003c\/strong\u003e The 15-Minute Gap Response Protocol — a 3-step process to work through in sequence:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003col\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eCheck the short-notice availability list first — with a complete short-notice call script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eIf the short-notice list is exhausted, work the overdue recall list — with an overdue recall short-notice call script\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eIf the gap cannot be filled — use the time productively (dentist: clinical records; DA: sterilisation and stock; FOC: recall calls and treatment plan follow-ups)\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Cancellation Policy and Late Fees\u003c\/strong\u003e A plain-language guide to cancellation fees in Australian dental practice — what is legally required for enforcement (disclosure before booking, on the website, in the welcome pack, and in confirmation messages), how to set a defensible fee amount, exemption guidelines, and when to apply discretion. Includes a fillable cancellation policy section for the practice to complete. Closes with the most effective deterrent to repeat cancellations: a direct, kind conversation — not a fine.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — Cancellation Tracking Log\u003c\/strong\u003e A ready-to-use weekly cancellation log and monthly summary dashboard — tracking total cancellations, short-notice cancellations, FTAs, gaps filled, and cancellations rebooked against targets. Reviewed by the PM weekly to identify systemic patterns.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want a written, consistent short-notice cancellation system across the whole FOC team\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFront Office Coordinators who need clear scripts and a defined process for every cancellation scenario\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to reduce revenue leakage from unfilled gaps\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice where short-notice cancellations are handled inconsistently or gaps are left unfilled because no one knows whose job it is to fill them\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 8-page editable Microsoft Word document (.docx) — fully customisable with your practice name, PM name, cancellation policy details, and fee amounts\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830692307308,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_manager_reception_desk_75946e5f-fc12-4329-9bfc-f14732b4e5c1.jpg?v=1780300992"},{"product_id":"accounts-receivable-overdue-accounts-sop-2026","title":"Accounts Receivable \u0026 Overdue Accounts SOP 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eThe Complete Procedure for Managing Patient Accounts and Recovering Overdue Balances in an Australian Dental Practice\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eProviding treatment and not collecting payment is lending money to a patient — without a lending licence, without interest, and with limited legal recourse. Every unpaid account is a cost to the practice. And the number one cause of accounts receivable problems in dental practice is not patients who refuse to pay — it is practices that do not ask for payment at the time of service, that create accounts without a clear repayment agreement, or that allow accounts to go uncontacted for weeks.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eAccounts Receivable \u0026amp; Overdue Accounts SOP 2026\u003c\/strong\u003e is the complete procedure for managing patient accounts, overdue balances, and debt recovery in an Australian dental practice — from account setup and payment at service through to a 5-stage overdue escalation process, formal overdue letter template, and monthly aged receivables review.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe SOP is structured across 3 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — The Principle: Payment at the Time of Service\u003c\/strong\u003e Five clear policy principles that every FOC and PM must understand: payment at time of service is the default (not the exception), accounts are an exception requiring PM approval, account terms must be agreed in writing, accounts are reviewed weekly, and escalation begins within 7 days of a missed payment — not 30.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Account Setup Procedure\u003c\/strong\u003e When an account is appropriate — and when it is not. Long-standing patients with an excellent payment history facing genuine difficulty, large multi-appointment treatment plans, DVA direct billing, and CDBS bulk-billing gaps are appropriate. New patients with no payment history, patients with a previous overdue account, and patients who arrive without a payment method are not.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eA 5-step account setup procedure covering PM approval, the Patient Account Agreement (total owing, payment schedule with specific dates and amounts, bank details, non-payment consequences, and patient signature), PMS entry with payment dates flagged, 3-day payment reminders, and payment confirmation on each due date.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — Overdue Account Escalation\u003c\/strong\u003e A structured 5-stage escalation process that must be followed systematically for every overdue account, every time:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pt-[8px] pb-[18px] overflow-x-auto overflow-y-hidden overscroll-x-contain\"\u003e\n\u003cdiv class=\"flex items-end w-fit group\/table\"\u003e\n\u003cdiv class=\"border border-[var(--border-main)] rounded-lg\"\u003e\n\u003ctable class=\"m-0 min-w-max table-auto [\u0026amp;\u0026gt;thead\u0026gt;tr:first-child\u0026gt;th:first-child]:rounded-tl-lg [\u0026amp;\u0026gt;thead\u0026gt;tr:first-child\u0026gt;th:last-child]:rounded-tr-lg [\u0026amp;\u0026gt;tbody\u0026gt;tr:last-child\u0026gt;td:first-child]:rounded-bl-lg [\u0026amp;\u0026gt;tbody\u0026gt;tr:last-child\u0026gt;td:last-child]:rounded-br-lg [\u0026amp;\u0026gt;tr:first-child\u0026gt;th:first-child]:rounded-tl-lg [\u0026amp;\u0026gt;tr:first-child\u0026gt;th:last-child]:rounded-tr-lg [\u0026amp;\u0026gt;tr:last-child\u0026gt;td:first-child]:rounded-bl-lg [\u0026amp;\u0026gt;tr:last-child\u0026gt;td:last-child]:rounded-br-lg\"\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth class=\"bg-[var(--fill-tsp-white-light)] border-[var(--border-main)] border-b border-s text-start last:border-e-0 first:border-s-0 py-[7px] ps-[9px] pe-[9px] align-top [\u0026amp;:first-child\u0026gt;div]:min-w-[2em]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm font-medium text-[var(--text-primary)] whitespace-pre-wrap break-words\"\u003eStage\u003c\/div\u003e\n\u003c\/th\u003e\n\u003cth class=\"bg-[var(--fill-tsp-white-light)] border-[var(--border-main)] border-b border-s text-start last:border-e-0 first:border-s-0 py-[7px] ps-[9px] pe-[9px] align-top [\u0026amp;:first-child\u0026gt;div]:min-w-[2em]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm font-medium text-[var(--text-primary)] whitespace-pre-wrap break-words\"\u003eTrigger\u003c\/div\u003e\n\u003c\/th\u003e\n\u003cth class=\"bg-[var(--fill-tsp-white-light)] border-[var(--border-main)] border-b border-s text-start last:border-e-0 first:border-s-0 py-[7px] ps-[9px] pe-[9px] align-top [\u0026amp;:first-child\u0026gt;div]:min-w-[2em]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm font-medium text-[var(--text-primary)] whitespace-pre-wrap break-words\"\u003eAction\u003c\/div\u003e\n\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 1\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eDay 1–7 after missed payment\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eFriendly reminder call — assume they forgot, offer to pay by phone\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 2\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eNo response by day 14\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eSecond contact — phone call, voicemail, overdue notice by email\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 3\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eNo response by day 30\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003ePM calls directly — formal overdue letter by email and post, 7-day final deadline\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 4\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eNo payment by day 37\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eRefer to debt recovery agency — all further contact ceases\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 5\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eAgency unable to recover\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003ePractice Owner review — write off, legal action, or small claims tribunal\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sticky end-0 w-0 h-0 shrink-0\"\u003e\n\u003cdiv class=\"flex items-center justify-center cursor-pointer rounded-md bg-[var(--Button-white)] shadow-[0px_0.5px_3px_0px_var(--shadow-S)] hover:opacity-80 active:opacity-70 size-8 group-hover\/table:opacity-100 opacity-0 transition-opacity duration-100 absolute bottom-[4px] end-[4px]\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" class=\"lucide lucide-copy size-5 text-[var(--icon-tertiary)] w-4 h-4\" aria-hidden=\"true\"\u003e\u003crect width=\"14\" height=\"14\" x=\"8\" y=\"8\" rx=\"2\" ry=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"M4 16c-1.1 0-2-.9-2-2V4c0-1.1.9-2 2-2h10c1.1 0 2 .9 2 2\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eIncludes the complete Stage 1 reminder call script and the full Stage 3 formal overdue letter template — ready to customise with your practice name, ABN, and bank details.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eCloses with the monthly aged receivables review framework — 0–30 days, 31–60 days, 61–90 days, and over 90 days — with clear guidance on what stage each bracket should be at and a non-negotiable rule: any account still outstanding at 90 days that has not been referred is a process failure.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers responsible for financial oversight and accounts receivable management\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFront Office Coordinators who manage patient accounts and payment follow-up\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want a written, auditable accounts receivable procedure\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice that currently manages overdue accounts inconsistently or has accounts sitting unpaid for months without escalation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 5-page editable Microsoft Word document (.docx) — fully customisable with your practice name, responsible person, bank details, and debt recovery agency details\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830784156012,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_manager_staff_oneonone_e555bfd1-5818-489f-b53e-933378eeb138.jpg?v=1780301627"},{"product_id":"lab-work-tracking-sop-2026","title":"Lab Work Tracking SOP 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eA Complete Procedure for Sending, Tracking, Receiving, and Quality-Checking Dental Laboratory Work\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eA lost crown. A fitting appointment with nothing to fit. A patient sitting in the chair while someone frantically calls the lab. It is one of the most avoidable problems in dental practice — and it happens in practices that do not have a disciplined lab tracking system.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eLab Work Tracking SOP 2026\u003c\/strong\u003e is a complete procedure for sending, tracking, receiving, and quality-checking dental laboratory work — so nothing is lost, late, or fitted without being properly checked. Covering every stage of the lab case lifecycle, from prescription preparation through to the pre-fitting quality check, this SOP gives the practice a single, consistent system that every team member can follow.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe SOP is structured across 5 parts:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — Why Lab Tracking Matters\u003c\/strong\u003e A plain-language explanation of the clinical and financial consequences of poor lab tracking — wasted appointments, re-impressions, patient trust erosion, and revenue loss — and the case for a simple, disciplined system. Includes a lab work contact directory template for primary, backup, and specialist laboratories.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Sending Lab Cases\u003c\/strong\u003e The complete standard lab case preparation checklist — prescription form requirements, impression quality check, shade recording, photography, secure packaging, lab log entry, and the single most important instruction: always include the patient's fitting appointment date on the prescription. Includes a standard turnaround time reference table for every common case type — single crowns, bridges, RPDs, full dentures, veneers, nightguards, implant crowns, and orthodontic appliances — with notes on timing, try-in cycles, and the 2-day buffer rule for booking fitting appointments.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — The Lab Log\u003c\/strong\u003e The master record for every case currently out with the laboratory. Includes the complete lab log template — case number, patient name, dentist, case type, date sent, lab, expected return date, fitting appointment date, received date, quality checked, and notes. Covers the daily morning review process: how to check cases due back today or within 3 days, how to confirm with the lab, and what to do when a case is overdue. The rule is clear: a case that is overdue is chased immediately — not waited on.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 4 — Receiving and Checking Lab Cases\u003c\/strong\u003e The complete lab case receiving checklist — delivery matching the lab log, prescription verification, visual inspection for margin quality, occlusal surface integrity, cracks and chips, shade check, fit on model, and lab log update. Covers the non-negotiable principle: no lab case is fitted without being checked first. The check takes 2–5 minutes. The re-do takes 2–3 weeks.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 5 — Managing Overdue and Problem Cases\u003c\/strong\u003e A clear response table covering every scenario where the lab lets the practice down — case not received on time, case not ready for the patient appointment, case received with a defect, case lost by the lab, and repeated quality or turnaround issues. Each scenario includes the required action, the responsible person, and the timeline. Includes guidance on building a genuine relationship with the lab contact by name — the single most effective way to get cases prioritised and problems resolved quickly.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eWho this is for:\u003c\/strong\u003e Practice Managers who want a consistent, documented lab tracking system that the whole team can follow. Dental Assistants responsible for lab case preparation and receiving. Front Office Coordinators managing patient fitting appointments and patient communication when cases are delayed. Practice Owners who want to eliminate the wasted appointments and patient complaints that come from poor lab management.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 Format: 6-page editable Microsoft Word document (.docx) — complete the practice-specific fields with your practice name, lab work coordinator name, and laboratory contact details. Includes the lab log template ready to use immediately.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ Instant digital download — available immediately after purchase\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 Built for Australian dental practices — covers every common lab case type with realistic turnaround times and a practical daily review process\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53878348906860,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_recall_system_computer_5c1c28df-4d04-4d0e-a9e3-eaf2116dd3cc.png?v=1779349200"},{"product_id":"the-new-pm-starter-pack","title":"The New PM Starter Pack 2026 - Save $85","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eSix Essential Resources for Practice Managers Starting a New Role or Building a Stronger Foundation in an Australian Dental Practice\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eStarting a new practice manager role is one of the most exciting — and most overwhelming — transitions in a dental career. There is so much to learn, so much to establish, and so much riding on getting the first 90 days right. The practices where new PMs thrive are not the ones with the easiest teams or the most supportive owners. They are the ones where the PM had a clear plan, the right frameworks, and the confidence that comes from knowing exactly what to do next.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eNew PM Starter Pack\u003c\/strong\u003e brings together six of the most essential resources in the Resolve library — specifically chosen for the practice manager who is new to the role, stepping up from a 2IC position, or simply ready to build a stronger, more deliberate foundation in the practice they already manage. Six documents. One bundle. Everything you need to start well and lead with confidence.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWhat's included:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003e1 — 90-Day New PM Action Plan\u003c\/strong\u003e The complete roadmap for the first three months in a practice manager role. Structured across three phases — Learn (Days 1–30), Build (Days 31–60), and Lead (Days 61–90) — with specific weekly priorities, audit checklists, and milestones for each phase. Covers what to observe, what to document, what to fix, and how to establish credibility with the team and the owner from day one. Whether you are brand new to the role or have been in it for years without a structured plan, this is where to start. \u003cem\u003eIndividual value: $29.\u003c\/em\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003e2 — Owner-PM Relationship Framework\u003c\/strong\u003e The single most important relationship in a dental practice — and the one that is most often left to chance. This framework sets out the expectations, communication rhythms, decision-making boundaries, and feedback processes that make the owner-PM relationship genuinely work for both people. Includes a structured 60-minute conversation guide to use with the practice owner in the first month, a communication preferences template, and a quarterly relationship check-in process. The practices that run well are almost always the ones where this relationship is clear, deliberate, and regularly maintained. \u003cem\u003eIndividual value: $29.\u003c\/em\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003e3 — Team Culture \u0026amp; Values Workbook\u003c\/strong\u003e A practical guide and workshop workbook for building a deliberate, values-driven team culture. Includes a culture audit, ready-to-use value cards, a structured 60-minute team workshop, and daily PM habits for building and sustaining the culture you want. Not a motivational poster — a working tool designed to be used with the team right now. \u003cem\u003eIndividual value: $29.\u003c\/em\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003e4 — DISC Personality Profiling Workbook\u003c\/strong\u003e A complete DISC self-assessment and leadership guide for dental practice teams. Includes a 20-question questionnaire, scoring sheet, full style explanations written specifically for PM and 2IC roles, and a practical team application toolkit. Run it as a team workshop and watch the communication dynamics shift. No subscription, no external tool — everything is in the document. \u003cem\u003eIndividual value: $29.\u003c\/em\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003e5 — Staff Recognition \u0026amp; Rewards Guide\u003c\/strong\u003e A practical guide for recognising, acknowledging, and rewarding dental practice team members in ways that genuinely motivate — without breaking the budget. Covers the psychology of recognition, what works for different personality types, day-to-day recognition habits, milestone acknowledgement, and a comprehensive ideas bank across every budget level. One of the most consistently underused leadership tools in dental practice management, and one of the most impactful when done well. \u003cem\u003eIndividual value: $29.\u003c\/em\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003e6 — Difficult Conversations Guide\u003c\/strong\u003e A practical framework for having the conversations that most practice managers avoid — underperformance, attitude issues, personal hygiene, conflict between team members, and the gap between what was agreed and what is actually happening. Covers how to prepare, how to open the conversation, how to stay on track when it gets uncomfortable, and how to document the outcome. The PM who can have difficult conversations confidently and consistently is the PM who builds the strongest teams. \u003cem\u003eIndividual value: $29.\u003c\/em\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eWho this pack is for:\u003c\/strong\u003e Practice Managers who are new to the role and want a structured, confident start — not just a list of things to figure out as they go. Experienced PMs who have never had a formal framework for the owner relationship, team culture, or difficult conversations and want to build one now. 2ICs preparing to step up into a PM role and wanting to understand what the role actually requires before they are in it. Practice Owners who want to give their new or existing PM the best possible tools to succeed.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📦 Bundle includes 6 instant digital downloads — all in editable Microsoft Word (.docx) format. Each document is delivered separately and available immediately after purchase.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ Instant digital download — all six documents available immediately after purchase\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 Built for Australian dental practices — every document references Australian Award conditions, Fair Work obligations, and the specific realities of managing a dental practice team\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e💰 Individual value $174 — yours for $89. Save $85.\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53977981616492,"sku":null,"price":89.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_pm_leadership_window.png?v=1779349187"},{"product_id":"annual-practice-planning-workbook-2026","title":"Annual Practice Planning Workbook 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eA Complete Working Document for Planning, Goal-Setting, and Building Your 12-Month Practice Strategy — Covering Financial Targets, Team and Culture, Marketing and Growth, Quarterly Action Plans, and Monthly Review Tracking\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003eMost dental practices start the year with good intentions and no plan. The ones that grow consistently — that hit their production targets, retain their team, and reduce the chaos — are the ones that take the time to plan deliberately, review honestly, and adjust as they go. This workbook gives you the structure to do exactly that.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003eThe Annual Practice Planning Workbook 2026 is a complete, fill-in working document for practice managers and owners who want to move from reactive to intentional. It covers every dimension of practice performance — financial targets, team assessment, marketing strategy, quarterly action planning, and monthly tracking — in a single document you can complete with your team, refer back to throughout the year, and use as the foundation for every practice meeting. Fourteen pages. Seven parts. One clear plan for the year ahead.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003eThe workbook is structured across 7 parts:\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePart 1 — Year in Review: A structured reflection on the past 12 months — what went well, what did not go as planned, a nine-metric performance table (production, collections, new patients, FTA rate, recall retention, treatment plan acceptance, team turnover, and Google rating), and the one thing you would do differently. Because the best plans start with an honest look at where you actually are.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePart 2 — Vision and Goals for the Year Ahead: A one-line vision statement for the year, followed by three SMART goal frameworks — one for each of your priority goals. Specific, Measurable, Achievable, Relevant, and Time-bound. Three goals only — because practices that try to focus on ten things achieve none of them.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePart 3 — Financial Planning: Annual production and collections targets, monthly and daily production targets, new patient and recall targets — with a last-year-vs-this-year comparison table. Plus a revenue growth strategy section covering the six key levers (new patients, recall retention, FTA reduction, treatment plan acceptance, service expansion, and extended hours) and a cost and overhead review.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePart 4 — Team and Culture Planning: A team assessment table (performance and engagement rated 1–5 for each team member), a team development plan with owner and target date, three culture and engagement goals, and a recruitment and succession planning section. Because your team is your biggest variable — and the practices that plan for people perform better than the ones that don't.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePart 5 — Marketing and Growth Strategy: A new patient channel tracker (Google, paid ads, social, referral, community, recall reactivation, website) with monthly targets and key actions. Google review targets and a process for generating reviews consistently. A recall retention and reactivation strategy section covering recall intervals, overdue follow-up, and inactive patient reactivation.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePart 6 — Quarterly Action Plans: Four quarterly action plan tables — one per quarter — each with space for five actions, the goal each action supports, an owner, and a due date. Plus an end-of-quarter reflection for each quarter: what was achieved, what was not completed and why, and what carries forward.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePart 7 — Monthly Review Tracker: A 12-month tracking table for production, collections, new patients, FTA rate, and notes — so you can see at a glance whether you are on track, and catch problems early before they become expensive.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\n\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003eWho this is for:\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003ePractice Managers who want a structured, practical planning framework they can use every year — not a theoretical model, but a working document they can fill in, share with their team, and refer back to every month. Practice Owners who want their practice manager to have a clear plan for the year, with goals, actions, and accountability built in. Any practice that currently plans informally, reactively, or not at all — and wants to change that before the next year begins.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003e📄 Format: 14-page editable Microsoft Word document (.docx) — complete the practice-specific fields and the workbook is ready to use immediately. Designed to be completed annually and reviewed quarterly. General guidance only — not financial or legal advice.\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003e⬇️ Instant digital download — available immediately after purchase\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"w-full my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px]\"\u003e\u003cspan\u003e\u003cspan class=\"\"\u003e\u003cspan\u003e🦷 Built for Australian dental practices — uses real dental practice metrics, benchmarks, and language throughout\u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":54085869863276,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_strategy_57ec19e0-9956-4950-a1e7-f00a7583241b.png?v=1780298537"}],"url":"https:\/\/www.resolvedentalconsultancy.com.au\/collections\/practice-performance.oembed","provider":"Resolve Dental Consultancy","version":"1.0","type":"link"}