The Dental Insider Playbook

The Dental Insider Playbook

Practical tools for a more organized dental office.

Bring clarity to your daily workflow with a 90-page guide featuring dental SOAP note templates, office forms, and practical guidance—plus companion Excel tools for front desk organization and practice performance tracking.

Created by Phoenix Marie, drawing on more than 20 years of dental administration and operations experience, this toolkit helps dental teams build consistent systems and keep essential resources within reach.

Your complete digital download includes:

• 90-page playbook in PDF and EPUB formats

• SOAP note examples and templates covering crowns, general dentistry, hygiene, fillings, root canals, extractions, and implant placement

• Office forms and resources, including patient policies, consent templates, insurance appeal correspondence, medical consultation forms, and front desk scripts

• Weekly front desk checklists in Excel

• Bonus ProfitPulse workbook with monthly inputs and practice performance tools

Designed for dental practice owners, office managers, treatment coordinators, and administrative teams.

Digital product only. No physical book will be shipped. A compatible spreadsheet application is required for the Excel tools. Clinical templates and policies must be reviewed and adapted by the practice before use.