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Show Notes

In this episode of Dental Drill Bits, Sandy and Dana discuss one of the most overlooked leadership systems in dental practices: documentation. Many practice owners believe conversations alone are enough to manage team performance, only to find themselves in difficult situations when there is no written record of expectations, warnings, or accountability.

This conversation breaks down what should be in a personnel file, why documentation protects both the practice and the employee, and how proper record keeping makes leadership clearer and more consistent.

If you have ever thought, “We’ve talked about this before,” but nothing was written down, this episode will help you understand why documentation matters and how to implement it properly in your practice.

Topics We Discuss

• Why documentation protects both the practice and the employee
• The most common documentation mistakes practices make
• What should be included in a personnel file
• Why verbal conversations are not enough
• The difference between coaching, counseling, and written warnings
• When documentation should begin
• What should be included in a termination letter
• State separation notices and employment documentation requirements
• How documentation strengthens leadership and accountability

Special thanks to our sponsors:

📣 Identity Dental Marketing – Strategic, ethical, brand-aligned marketing that works. Learn more at identitydental.com

📊 Practice by Numbers – A unified platform that brings performance, workflows, and insights into one system—creating accountability without pressure and helping practices make smarter, data-driven decisions. Learn more at practicebynumbers.com

📲 Join the conversation!
Have you ever experienced a situation where expectations weren’t as clear as you thought? Share your story in the Dental Drill Bits Facebook Group—we may feature it in a future episode.