Dental Manager Sidekick · Manager System No. 03 · Lead the Practice
The Doctor + Manager Practice Review System
Turn the doctor-manager meeting into a real operating meeting.
Thirty minutes a week that actually runs the practice: the manager's prep routine, the minute-by-minute agenda, the one-page performance snapshot, and the exact words for leading the conversation — so every meeting ends in decisions, not discussion.
Stop walking into the doctor meeting unprepared.
Instant PDF download. Run your very next meeting with it.
Instant digital access · One-time purchase · No subscription
What's inside
One complete system — prep, meeting, follow-through — in a single printable PDF.
The prep routine
The manager's 30-minute prep guide: which numbers to pull, how to write a headline for each, how to frame decision asks with options and a recommendation, and the pre-meeting checklist.
The meeting system
The 30-minute operating agenda (weekly) and the extended monthly practice review — plus the printable meeting worksheet and the decisions & action log with owner + due date.
The conversation toolkit
Word-for-word scripts for the moments meetings go sideways, the seven questions a manager should ask the doctor, and the five traps to never let the meeting fall into.
The meeting, minute by minute
Same time every week, same order, thirty minutes. Facts first, decisions in the middle, people after, commitments to close.
Last week's actions
Open items reviewed first — done or not, ten seconds each
Performance snapshot
Seven metrics, each with a one-sentence headline
Top 3 priorities
You propose, the doctor reacts, three get chosen
Doctor decisions needed
Context, options, recommendation — decided or dated
Staffing & team
Wins, capacity, coaching — facts, never a tribunal
Patient experience
Complaint/compliment patterns, reviews, reputation
Financial / RCM points
A/R movement, claims, fees — headlines only
Confirm + communicate
Read-back of decisions, actions, and the team communication plan
The words for the hard moments
A peek at the scripts
"I need a decision on the Saturday hours by Friday. Option A: one Saturday a month. Option B: two evenings instead. I recommend A — the demand data supports it. What do you think?"
— The decision ask (context · options · recommendation)
"Is there a decision you've been sitting on that I could help you make?"
— One of the seven questions a manager should ask the doctor
This is for you if…
Your doctor meetings turn into data dumps — or quietly stop happening at all
You leave meetings with discussion instead of decisions
You're a newer manager still figuring out how to "manage up" without overstepping
You and the doctor regularly walk away with different memories of what was decided
What happens after purchase?
Instant digital access
The moment checkout completes, your download links are on screen. No waiting, no shipping, no login required.
Your files
The complete Practice Review System — one PDF with the prep routine, the weekly + monthly agendas, the conversation scripts, the seven questions, and the printable worksheets (meeting worksheet + decisions & action log).
One-time purchase
No subscription. Buy once, print as many copies as your practice needs, and use it forever.
The next piece of your system
The meeting works. What about the weeks between meetings?
The doctor meeting is one part of the management rhythm. The Operating Rhythm System keeps the weekly and monthly work moving between meetings.
Explore the Operating Rhythm System — $27Best value · Complete system
Want the complete manager operating system?
Get all four systems together and save $31 — run the day, stay on track, recover the month, lead the practice.