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Free guide for dental office managers
Free guide for dental office managers

Year-End Close-Out Checklist

The Dental Office Manager's December Survival Guide

By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.

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Year-End Close-Out Checklist eBook cover
  • ✓ Be a Last-Minute Scramble
  • ✓ The Five Areas Every Dental
  • ✓ Your December Close-Out Calendar
  • ✓ WEEK ONE: Build Your Year-End Action List
Inside the guide

What you'll get from this guide

The Dental Office Manager's December Survival Guide

01

Be a Last-Minute Scramble

December Doesn't Have to The Problem The Solution The Result weekly checklists so you can close December with fewer surprises and start January more.

02

The Five Areas Every Dental

Office Manager Should Close Out Team and Training Holiday Schedule and Coverage Patient Benefits Collections and Financial Follow-Up January.

03

Your December Close-Out Calendar

Manager's Planning Sheet Week 4: Dec 22–31 Close and hand off Complete reconciliations and document open items Practice name.

Kyle Summerford, founder of DOMA
About the author

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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