Checklist template

Reception presentation and oral care retail display for dental practices

A ready-to-use checklist with 118 items in 6 sections, covering Reception, Education materials, Retail display, Pricing, Whitening and aligner promotion, Condition. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 118 Items
  • 99 Yes / No checks
  • 6 Scored ratings
  • 129 Points

Use this template How audits work

1. Reception 20 items

  1. The practice name and logo sign behind the front desk is lit and undamaged Yes / No 1 pt
  2. The front desk counter is clear of charts, sticky notes and personal items Yes / No 1 pt
  3. No handwritten signs are taped to the desk, the walls or the doors Yes / No 1 pt
  4. The names and credentials of the current dentists are displayed on the brand-standard board or plaque Yes / No 1 pt
  5. The team photo board shows current employees only Yes / No 1 pt
  6. The reception television is on and playing the approved patient education loop Yes / No 1 pt
  7. The reception television plays with captions on Yes / No 1 pt
  8. The television sound is low enough for a conversation at the front desk Yes / No 1 pt
  9. Background music from the approved playlist is playing in the reception area Yes / No 1 pt
  10. The payment options and financing sign stands in its approved holder at the check-out position Yes / No 1 pt
  11. A card or sign with a QR code inviting patients to leave an online review is displayed at check-out Yes / No 1 pt
  12. Refer-a-friend cards are available at the front desk Yes / No 1 pt
  13. Magazines are less than 3 months old, or have been removed per company policy Yes / No 1 pt
  14. Toys and books in the children's corner are put away in their bins or shelves Yes / No 1 pt
  15. The beverage station counter is free of spills and drips Yes / No 1 pt
  16. The beverage station is stocked with cups Yes / No 1 pt
  17. Reception seating is arranged as shown on the brand floor plan Yes / No 1 pt
  18. New patient welcome kits are assembled and ready at the front desk Yes / No 1 pt
  19. New patient welcome kits on hand Number
  20. First impression of the reception area Rating
    • Matches the brand standard 5 pts
    • Minor departures from the standard 3 pts
    • Cluttered or off-brand 1 pt

2. Education materials 19 items

  1. Every pocket of the brochure rack is filled Yes / No 1 pt
  2. Brochures carry the current logo and practice contact details Yes / No 1 pt
  3. Brochures cover only services this practice provides Yes / No 1 pt
  4. Brochures on implants, clear aligners, whitening and gum disease are all present in the rack Yes / No 1 pt
  5. Framed posters are from the current education series; none are taped or pinned to the wall Yes / No 1 pt
  6. The consultation room has a complete, clean set of demonstration models (implant, crown, bridge) Yes / No 1 pt
  7. A brushing and flossing demonstration model with a toothbrush is available in each hygiene operatory Yes / No 1 pt
  8. A gum disease stages chart is available in each hygiene operatory Yes / No 1 pt
  9. Operatory monitors show the approved education screensaver when idle Yes / No 1 pt
  10. Post-treatment instruction sheets for extractions, fillings and crowns are stocked at check-out Yes / No 1 pt
  11. Education materials are stocked in the second language most used by the practice's patients Yes / No 1 pt
  12. Children's brushing charts or activity sheets are stocked for pediatric visits Yes / No 1 pt
  13. Hygiene operatories are stocked with take-home bags containing a toothbrush, floss and toothpaste Yes / No 1 pt
  14. Take-home bags on hand Number
  15. Take-home bags carry the practice label or an appointment card Yes / No 1 pt
  16. Manufacturer-supplied leaflets on display are on the list approved by head office Yes / No 1 pt
  17. QR codes on 3 printed pieces scanned during the visit opened working pages Yes / No 1 pt
  18. The brochure for the in-house membership or savings plan is displayed at the front desk Yes / No 1 pt
  19. Education materials Rating
    • Current, complete and well presented 5 pts
    • Some pieces missing or outdated 3 pts
    • Mostly missing or outdated 1 pt

3. Retail display 19 items

  1. The retail display stands where patients pass on their way to check-out, as shown on the layout plan Yes / No 1 pt
  2. The fixture is the approved model and is set to the current planogram Yes / No 1 pt
  3. Every product on the planogram is in stock Yes / No 1 pt
  4. Planogram products out of stock Number
  5. Only products on the approved list are on the display Yes / No 1 pt
  6. Products are grouped by category: power brushes, manual brushes, interdental, rinses, toothpastes, whitening Yes / No 1 pt
  7. Products are faced forward and pulled to the front edge of the shelf Yes / No 1 pt
  8. The demonstration power toothbrush is charged and works Yes / No 1 pt
  9. Replacement brush heads are stocked next to the handles they fit Yes / No 1 pt
  10. The water flosser on display has all its tips and is free of water residue Yes / No 1 pt
  11. Children's products are placed on the lower shelves at a child's eye level Yes / No 1 pt
  12. Prescription-strength fluoride toothpaste and rinses are kept behind the desk, not on the open display Yes / No 1 pt
  13. Shelf talkers reading "recommended by your hygienist" or the approved equivalent are in place on featured products Yes / No 1 pt
  14. Products with the earliest expiry dates are at the front of each row Yes / No 1 pt
  15. No product on the display is within the period before expiry set by company policy Yes / No 1 pt
  16. Earliest expiry date found on the display Date
  17. Boxed power toothbrushes are displayed within sight of the front desk or in a locked case Yes / No 1 pt
  18. Back stock is kept in a closed cabinet, not on the floor under the display Yes / No 1 pt
  19. Compliance of the retail display with the planogram Rating
    • Fully set 5 pts
    • A few gaps or misplaced products 3 pts
    • Not set to the planogram 1 pt

4. Pricing 19 items

  1. Every product on the display has a shelf tag or price label Yes / No 1 pt
  2. Price tags are printed in the brand format, not handwritten Yes / No 1 pt
  3. Tags sit in the same position under each product, at the left edge of its facing Yes / No 1 pt
  4. Shelf prices of 5 products sampled matched the prices in the practice management software Yes / No 1 pt
  5. Price mismatches found among the 5 products sampled Number
  6. Each retail product has its own product code in the software, with no sales rung under a miscellaneous code Yes / No 1 pt
  7. Promotional price tags show the end date of the offer Yes / No 1 pt
  8. Tags for promotions that have ended have been removed Yes / No 1 pt
  9. Bundles (a power brush with replacement heads) show the bundle price and the saving Yes / No 1 pt
  10. The sign for the membership plan states the discount members receive on retail products Yes / No 1 pt
  11. The whitening fee shown on promotional material matches the fee schedule in the software Yes / No 1 pt
  12. The clear aligner offer on display states the terms approved by head office Yes / No 1 pt
  13. Patient financing signage uses the lender's current approved wording Yes / No 1 pt
  14. Rebate forms are available for products carrying a manufacturer rebate Yes / No 1 pt
  15. The return policy for retail products is printed on the receipt or on a sign at check-out Yes / No 1 pt
  16. A front desk employee found the price of a product chosen by the inspector in under 30 seconds Yes / No 1 pt
  17. Retail sales last month (dollars) Number
  18. Retail units sold last month Number
  19. Pricing accuracy and tag presentation Rating
    • All tagged and accurate 5 pts
    • A few missing tags or mismatches 3 pts
    • Many missing tags or mismatches 1 pt

5. Whitening and aligner promotion 20 items

  1. The poster of the current whitening campaign is displayed in reception in the approved frame Yes / No 1 pt
  2. Campaign materials on display belong to the current period of the marketing calendar Yes / No 1 pt
  3. Materials from the previous campaign have been removed from reception and the operatories Yes / No 1 pt
  4. A tooth shade guide is available in each hygiene operatory to show whitening results Yes / No 1 pt
  5. The before-and-after gallery uses only photos for which a signed patient consent is on file Yes / No 1 pt
  6. Empty display boxes of the take-home whitening kit are on the retail display Yes / No 1 pt
  7. Patients on this week's hygiene schedule are flagged for the whitening offer as the campaign instructions direct Yes / No 1 pt
  8. A sample aligner on a demonstration model is displayed in the consultation area Yes / No 1 pt
  9. The smile outcome simulation on the intraoral scanner was started successfully during the visit Yes / No 1 pt
  10. Clear aligner brochures are stocked at the front desk Yes / No 1 pt
  11. The chairside promotional card from the marketing kit is in place in each hygiene operatory Yes / No 1 pt
  12. A hygienist asked could describe the current whitening offer Yes / No 1 pt
  13. A front desk employee asked could explain how to book an aligner consultation Yes / No 1 pt
  14. The schedule has an appointment type for whitening and aligner consultations Yes / No 1 pt
  15. The current offer appears in the reception television loop or the on-hold message Yes / No 1 pt
  16. Promotional wording is limited to the claims approved by head office, with no guaranteed result Yes / No 1 pt
  17. Whitening treatments sold last month Number
  18. Aligner consultations booked last month Number
  19. Aligner cases started last month Number
  20. Execution of the current whitening and aligner campaign Rating
    • Complete and known by the team 5 pts
    • Partly in place 3 pts
    • Not in place 1 pt

6. Condition 21 items

  1. The retail fixture and its shelves are free of dust Yes / No 1 pt
  2. Acrylic holders and sign frames are free of cracks and yellowing Yes / No 1 pt
  3. Every light on the retail display works Yes / No 1 pt
  4. The brochure rack stands firm and is free of damage Yes / No 1 pt
  5. Printed materials are free of fading, curling and tears Yes / No 1 pt
  6. Reception chairs are free of stains and tears Yes / No 1 pt
  7. The reception floor or carpet is free of stains Yes / No 1 pt
  8. Reception walls are free of scuffs and unpainted patches Yes / No 1 pt
  9. The edges and laminate of the front desk are intact Yes / No 1 pt
  10. The glass of the entrance door and windows is free of fingerprints and tape marks Yes / No 1 pt
  11. Plants in reception are free of dead leaves and dust Yes / No 1 pt
  12. Screens in reception are free of dead pixels and dark areas Yes / No 1 pt
  13. Cables of the reception screens are concealed Yes / No 1 pt
  14. Every light fixture in reception is working Yes / No 1 pt
  15. Children's toys and books have no broken or missing parts Yes / No 1 pt
  16. The reception area smells neutral, with no clinical or chemical odor Yes / No 1 pt
  17. Date of the last deep cleaning of reception upholstery or carpet Date
  18. Corrective actions from the previous visit have been completed Yes / No 1 pt
  19. Name of the practice manager Short text
  20. Overall presentation of reception and retail Rating
    • Excellent 5 pts
    • Acceptable 3 pts
    • Poor 1 pt
  21. Comments and corrective actions Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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