Relaya Dental Resource Library
Practical resources for better-run dental clinics.
Templates, scripts, checklists, calculators, and workflows for clinics that want clearer handoffs, stronger follow-up, better patient communication, and less operational leakage.
35
resource previews
12
clinic categories
Relaya.one
practice presence resources
Featured resource
Chair Brief Template
A provider-ready brief for patient context, clinical readiness, unresolved actions, treatment hesitation, and the next step after the visit.
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Featured
Practice Presence Scorecard
A structured self-assessment for how present a dental clinic is across calls, booking, messages, payments, video, forms, reviews, recovery, memory, Chair Briefs, and analytics.
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Featured
Dental Practice Presence Maturity Model
A category-defining framework that shows how clinics move from reactive front-office work to coordinated practice presence.
Open resource
Featured
Chair Brief Template
A pre-appointment brief that helps the clinician walk in with patient context, preferences, concerns, unresolved actions, and next steps.
Open resource
Featured
Patient Memory Template
A structured way to capture preferences, concerns, communication context, treatment hesitation, payment context, and unresolved actions.
Open resource
Featured
Patient Operations Baseline Worksheet
A baseline worksheet for measuring the current state of calls, booking, communication, recovery, payments, forms, reviews, memory, and analytics.
Open resource
Featured
Dental Front Office ROI Calculator
A calculator worksheet for estimating the combined value of missed call recovery, no-show reduction, treatment follow-up, recall, and payment workflows.
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Resource category
Practice Presence Tools
10 assets
Practice Presence Scorecard
A structured self-assessment for how present a dental clinic is across calls, booking, messages, payments, video, forms, reviews, recovery, memory, Chair Briefs, and analytics.
Dental Practice Presence Maturity Model
A category-defining framework that shows how clinics move from reactive front-office work to coordinated practice presence.
Chair Brief Template
A pre-appointment brief that helps the clinician walk in with patient context, preferences, concerns, unresolved actions, and next steps.
Patient Memory Template
A structured way to capture preferences, concerns, communication context, treatment hesitation, payment context, and unresolved actions.
No-Show Recovery Workflow
A step-by-step workflow for logging, contacting, rebooking, tracking, and learning from no-shows.
Missed Call Cost Calculator
A worksheet for estimating the operational and revenue impact of missed calls, unanswered demand, and delayed follow-up.
Treatment Plan Follow-Up Template
A structured workflow for following up patients who have not booked or accepted recommended treatment.
Dental Recall Reactivation Template
A workflow for segmenting, contacting, and rebooking overdue hygiene, exam, and continuing care patients.
Patient Operations Baseline Worksheet
A baseline worksheet for measuring the current state of calls, booking, communication, recovery, payments, forms, reviews, memory, and analytics.
Dental Front Office ROI Calculator
A calculator worksheet for estimating the combined value of missed call recovery, no-show reduction, treatment follow-up, recall, and payment workflows.
Resource category
Patient Forms
4 assets
New Patient Packet
A comprehensive new patient intake packet covering registration, contact permissions, health history, dental history, financial policy acknowledgment, and privacy acknowledgment.
Patient Health History Form
A detailed health history form for medical conditions, medications, allergies, dental history, pregnancy status, and clinician review.
Cancellation and No-Show Policy
A patient-facing policy template for appointment changes, late cancellations, no-shows, deposits, repeat missed appointments, and respectful scheduling expectations.
Patient Communication Consent Form
A consent form for appointment reminders, administrative messages, treatment follow-up, billing communication, and optional marketing communication.
Resource category
Consent Forms
2 assets
General Dental Treatment Consent
A structured general consent form for examination, radiographs if appropriate, preventive care, restorative care, risks, alternatives, and patient questions.
Dental Telehealth Consent
A consent template for video consults and remote patient touchpoints, including limitations, privacy, technology risks, and escalation.
Resource category
Finance and Insurance
2 assets
Dental Insurance Verification Form
A verification checklist for benefits, eligibility, waiting periods, annual maximums, deductibles, frequencies, exclusions, and claim notes.
Dental Financial Policy Template
A patient-facing financial policy covering estimates, insurance limitations, deposits, payment timing, balances, refunds, and responsibility.
Resource category
Clinical Resources
2 assets
Medical Consultation Request Form
A structured request to a physician or specialist for medical information relevant to dental treatment planning.
Dental Referral Form
A detailed referral form for sending a patient to another dentist, specialist, imaging provider, or medical professional.
Resource category
Patient Instructions
3 assets
Post-Extraction Care Instructions
A clear patient handout for care after tooth extraction, including bleeding, pain, diet, hygiene, activity, warning signs, and contact details.
Root Canal Aftercare Instructions
A patient handout for expectations and care after root canal treatment, including tenderness, temporary restorations, chewing precautions, and follow-up.
Dental Emergency Guide
A patient-friendly emergency guide for toothache, swelling, trauma, broken tooth, knocked-out tooth, bleeding, and urgent contact instructions.
Resource category
Operations
3 assets
Dental Daily Huddle Template
A morning huddle agenda for reviewing schedule risks, patient context, production, open actions, emergencies, and team capacity.
Dental Equipment Maintenance Log
A maintenance log for chairs, compressors, suction, autoclaves, x-ray units, sensors, scanners, waterlines, and other critical equipment.
Dental Waitlist Fill Template
A workflow for matching open chair time with patients who can attend earlier appointments.
Resource category
Compliance and Safety
3 assets
Dental Infection Control Checklist
A high-level checklist for infection prevention review, hand hygiene, PPE, sharps safety, sterilization, environmental cleaning, and documentation.
Dental Sterilization Log
A sterilization record template for load tracking, cycle parameters, indicators, biological monitoring, issues, and sign-off.
Dental Incident Report Form
A structured form for documenting patient, staff, safety, equipment, privacy, or operational incidents.
Resource category
Human Resources
3 assets
Dental Staff Onboarding Checklist
A structured onboarding checklist for new dental team members across compliance, systems, workflows, customer service, and role-specific training.
Dental Assistant Job Description
A role description template for dental assistants, covering chairside support, sterilization, patient preparation, documentation support, and teamwork.
Dental Practice Manager Job Description
A practice manager role template covering front-office leadership, scheduling, revenue cycle, team coordination, patient experience, and reporting.
Resource category
Patient Communication
1 assets
The Practice Presence for Dental Clinics
Built for real clinic operations.
Use these resources as practical starting points. Clinical, legal, privacy, employment, insurance, and compliance-related materials should be reviewed by qualified local advisors before use.