01
Shouldn't Feel Like a Surprise
1. Performance Reviews The Problem The Solution Too often, performance reviews become uncomfortable conversations that happen once a year.
Free guide for dental office managers
Team Performance Review Kit
For Dental Office Managers
By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.
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- ✓ Shouldn't Feel Like a Surprise
- ✓ 2. What a Good Performance Review Actually Does
- ✓ 3. Before You Review Anyone
- ✓ 4. Use a Simple, Consistent Rating System
Inside the guide
What you'll get from this guide
For Dental Office Managers
02
2. What a Good Performance Review Actually Does
Growth Areas Next Steps Clarity Accountability Development Expected Duties Actual Results Strengths A performance review isn't simply a scorecard.
03
3. Before You Review Anyone
Review Your Expectations Key Questions to Ask Yourself Manager's Pre-Review Checklist You cannot fairly evaluate an employee against expectations.
04
4. Use a Simple, Consistent Rating System
Important Reminder Different roles have different responsibilities, but the rating process should remain consistent across the practice.
05
5. Front Desk Performance Review Form
Front Desk Review Questions Patient Experience, Scheduling, and Administrative Excellence The front desk often creates the first and last impression.
06
6. Front Desk: What Should You Actually Measure?
Checkout Consistency Documentation Quality Scheduling Accuracy Patient Communication Are required financial and scheduling steps completed Are notes.
Meet Kyle Summerford
Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.
As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.
This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.
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