Free Resources

Guides built for solo dental practices.

Download the operational templates and workflows that help newly-independent dentists set up their front office right from day one.

Free consult resource

The Solo Dentist's First 90-Day Operations Checklist

Every admin system you need to set up before opening - phones, scheduling, insurance, recall, and compliance. Ranked by week so you're never starting in the wrong place.

Tell us which guide you want and we will send the current worksheet version.

Free consult resource

Patient Recall Template Pack

Ready-to-use text, email, and phone scripts for your 6-month recall sequence - including Stage 1 automated reminders, Stage 2 live call scripts, and reactivation letters.

Tell us which guide you want and we will send the current worksheet version.

Free consult resource

Insurance Verification Workflow Guide

The complete step-by-step verification workflow: which fields to collect, which portals to use, how to handle dual coverage and prior auths, and how to document for clean claims.

Tell us which guide you want and we will send the current worksheet version.

Want the front office handled - not just a template?

Book a 15-minute call. We'll show you how we run phone coverage, scheduling, verification, and recall for solo practices like yours.