New Hire Checklist
RESOURCES FOR YOUR OFFICE & TEAM

Step-by-Step Outline:

Opening Your First Orthodontic Practice

Opening a first orthodontic practice can feel overwhelming, with countless operational, compliance, staffing, and financial details to manage at once. This printable or digitably-editable checklist gives new practice owners a clear, step-by-step roadmap to help them stay organized, avoid costly mistakes, streamline their launch process, and feel more confident that they are building a successful practice from the ground up.

AAO

Trapezio’s online training for your orthodontic team is endorsed by the AAO and NZAO

Set Yourself Up For Success in Your New Orthodontic Practice

Operational & Administrative

Goals: Create the foundation for all departments to build from with accurate information and goals for the coming year.

Some items on the checklist include:

• Reviewing holiday and office closure schedule for the year

• Confirm fee schedules and verify active contracts