Dental Practice Staff Skills Assessment Form

Dental Practice Staff Skills Assessment Form

Running a successful dental practice requires a highly skilled team that excels in both clinical and administrative competencies. This Dental Practice Staff Skills Assessment Form helps dental practice managers, owners, and HR professionals conduct comprehensive skills gap analyses to identify training needs, optimize team performance, and ensure compliance with industry standards.

Why Skills Assessment Matters in Dental Practices

The dental industry is constantly evolving with new technologies, updated sterilization protocols, changing insurance requirements, and advanced patient management systems. Regular skills assessments help you:

• Identify knowledge gaps in critical areas like infection control, OSHA compliance, and patient software
• Plan targeted training that addresses specific competency gaps rather than generic professional development
• Improve patient experience by ensuring all staff are proficient in communication and chairside assistance
• Reduce billing errors through comprehensive insurance and coding knowledge assessments
• Maintain compliance with sterilization and safety protocols

What This Template Covers

This form template assesses four critical competency areas for dental practice staff:

Patient Management Software Proficiency – Evaluate staff comfort and skill with scheduling systems, electronic health records, appointment reminders, and digital charting tools that are essential for smooth practice operations.

Sterilization Protocols & Infection Control – Assess knowledge of instrument processing, sterilization techniques, PPE usage, and compliance with CDC and OSHA guidelines to maintain the highest safety standards.

Insurance Billing & Coding – Identify gaps in understanding dental insurance verification, claims submission, CDT coding, treatment plan presentation, and payment processing that directly impact practice revenue.

Chairside Assistance Skills – Evaluate clinical support capabilities including patient positioning, equipment preparation, four-handed dentistry techniques, and patient comfort management.

Perfect for Dental Professionals

This template is designed specifically for:

• Dental Practice Managers conducting annual or quarterly skills reviews
• Practice Owners looking to invest in targeted staff development
• HR Professionals in dental groups or DSOs managing multiple locations
• Clinical Directors ensuring consistent competency across all team members
• Training Coordinators identifying priorities for continuing education programs

Streamline Your Assessment Process with Paperform

Built on Paperform, this skills assessment form is easy to customize for your specific practice management software, protocols, and competency requirements. The clean, professional design encourages honest self-assessment while giving you structured data to analyze.

Want to turn assessment results into action? Connect this form to Stepper to automatically route results to managers, trigger training assignments based on identified gaps, update HR systems, and schedule follow-up assessments—all without manual data entry.

Whether you're a single-location practice or managing multiple dental offices, this template gives you the insights you need to build a skilled, confident team that delivers exceptional patient care and operational excellence.