Get one practice process out of your head and onto one page

A free worksheet for dental practices. Write up the new-patient call, treatment follow-up, or confirmations once — so your team can run it without coming to you.

Instant download 1-page worksheet No call required One process at a time

What starts the process and who owns it

The steps, in plain words, in order

Which steps a patient would notice — and which could be automated

The three-month test: would it run without you?

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Your worksheet is ready — grab it below.

The One-Page Process Plan (PDF)One process: trigger, owner, steps, metric, and the three-month test

What's Inside

The One-Page Process Plan

One page, eight parts: the process name and what “done” looks like, what triggers it, who owns it, the steps in order, the one or two spots that need a human decision, the one number that says it’s working, and where it lives. Each step gets a quick test — would a patient notice a machine doing it? The ones they wouldn’t are your automation shortlist.

Write it down once

One process, one page, so it runs without coming to you.

Get the Process Plan