Template Library
The Template Library provides a collection of pre-built SOP templates designed specifically for dental practices. Instead of writing every SOP from scratch, you can import proven templates and customize them for your practice.
Browsing templates
Navigate to Library in the sidebar to browse available templates.
Filtering
Templates can be filtered by:
- Category -- Clinical, Administrative, Compliance, Patient Care, etc.
- Flow -- Patient, Admin, or Office
- Frequency -- Daily, Weekly, Monthly, Quarterly, Yearly
- Regulatory source -- HIPAA, OSHA, etc.
Template preview
Click on any template to preview its content, including:
- Full SOP text with step-by-step instructions
- Suggested frequency and flow classification
- Recommended roles and departments
- Applicable regulatory references
Importing templates
Single import
Click Import on any template to add it to your workspace. You'll be prompted to:
- Assign roles responsible for the SOP
- Assign a department
- Optionally customize the content before saving
Bulk import
Select multiple templates using the checkboxes, then click Import Selected:
- Select all templates you want to import.
- In the import dialog, assign roles for each template.
- Click Import to add them all at once.
Imported templates are created as Draft SOPs in your workspace. You can then review, customize, and submit them for approval through the normal SOP workflow.
Template categories
| Category | Examples |
|---|---|
| Patient Care | New patient intake, treatment planning, post-op instructions |
| Clinical | Infection control, instrument sterilization, radiology procedures |
| Administrative | Insurance verification, billing procedures, scheduling protocols |
| Compliance | HIPAA privacy, OSHA bloodborne pathogens, emergency procedures |
| HR & Training | New hire onboarding, performance reviews, continuing education |
| Marketing | Patient referral programs, recall campaigns, social media guidelines |
Customizing templates
After importing, treat templates as a starting point:
- Update content to reflect your practice's specific protocols
- Adjust roles and departments to match your organizational structure
- Modify frequency and scheduling based on your operational needs
- Have relevant team members review before publishing