Stephanie Wright Practice Management
Client Resources
Interactive toolkits for dental practice owners and teams. Work through them at your own pace, put your practice's details in, and take the results back to your team.
Team & Operations
Team Roles & Responsibilities Toolkit
Build out every position, from insurance follow-up to who locks up at night. Add your team, set hygiene standards and operatory duties, see which tasks nobody owns, and download a branded PDF for each team member.
Open the toolkitPractice Planning
Associate Readiness Toolkit
A readiness, patient flow, marketing, and candidate review checklist for owners weighing the move from one doctor to two, and for the conversations that decide whether it succeeds.
Open the toolkitInsurance
Insurance Company Directory & Appeal Toolkit
Find a medical, dental, or vision plan. See who to appeal to, how long you have, and which regulator licenses them. Then build the appeal letter right on the page.
Open the toolkitPatient Advocacy
Patient Communication & Advocacy Toolkit
Templates and step-by-step guidance for patient communication and for filing complaints at the state level, starting with the role of your Department of Insurance.
Open the toolkitTeam Compensation
Bonus Calculator & Analysis
Design your bonus structure or calculate this month's payout, then communicate it to your team as an increased hourly rate.
Open the calculatorPractice Metrics
Active Recall Patient Calculator
Estimate your active recall patient count from your procedure history, and see why it differs from the active patient report in your practice software.
Open the calculatorQuestions about a toolkit?
Contact Stephanie through her website.
Disclaimer: These resources include AI-generated content. It is the reader's responsibility to know their own state and national laws and their insurance contract obligations. These toolkits are a resource, not an absolute, and are not legal, HR, clinical, tax, or financial advice.