A Software That Builds

Exceptionally Effective People.

Get the best from your people by giving them the focused, centralized, data-led platform they were always supposed to have.

Done Desk

Trusted by teams at

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and 6,500+ more!

See Done Desk in Action.

Watch on-demand for a special use case showcasing features and functionality. Then, book a custom demo when you’re ready!

Maximize your people’s awesomeness with an impactful, systematic process.

Connect your people, projects, and docs in Done Desk — so you can produce consistent results. One tool for your entire practice to share knowledge, train, and track compliance.

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Your people’s contributions are valuable. Don’t lose the work if the people move on.

Create a homebase so work and processes live on outside of individuals — Done Desk helps you build compliance processes that work, and then keeps them alive so new people can quickly and easily integrate into your team from day #1.

Find pre-built groups of state-specific documents, templates, resources, training materials, and more.

You don’t have to know it all — Done Desk comes with built-in OSHA, HIPPA, HB300, CE, plan templates, and waaay more!

Log all your crucial documents so everyone has visibility on what they need to do their best work — all while making your training super accessible, accountable, and easy to self-serve.

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Get more Done.

Dental Federal Recordkeeping Requirements
A summary of the federal recordkeeping and retention requirements for employers and federal contractors. The chart reflects the minimum duration for which a record must be retained under federal law. When developing or amending your organization’s recordkeeping and retention procedures, consult with legal counsel.
Dental Federal Record keeping Requirements
The Top 10 Questions You Should Ask Your Dental Practice’s IT Provider
Do you know where your practice stands in the event of an IT disaster? Where exactly are all your patient records? How often are your backups being done? With this helpful sheet, you’ll get 10 questions to take to your IT provider for a mid-year check-in.
The Top 10 Questions You Should Ask Your Dental Practice's IT Provider
2022 Registered Dental Assistant “To-Dos” Checklist
2022 Registered Dental Assistant “To-Dos” Checklist: Your dental practice’s success depends on having the highest possible level of organization. While there is much more to your task flow — this is a good place to start for training and an overview of your work.
2022 Registered Dental Assistant “To-Dos” Checklist
Performance Review Template
Performance Reviews provide supervisors an opportunity to communicate to the employee how well the employee is doing against performance goals. The performance review should focus on meeting expectations for five key areas
Performance Review Template

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Cary Smith and Rebecca james

Done Desk™

Software handmade in the USA.

Headquartered in San Antonio, Texas.

100% Staffed by real people in the USA.

Done Desk™ is part of the innovative suite of services offered within the Practice Secure™ practice advisory platform.

Done Desk EDU is an approved PACE Program Provider for FAGD/MAGD credit and AGD Approved Courses

Approval does not imply acceptance by any regulatory authority or AGD endorsement.

Provider ID# 389654 | 02/28/2021 – 02/28/2023

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