Free checklist
Chairside Assisting Checklist
The checklist (5 items)
Written as observable actions, so two trainers scoring the same shift land in the same place. In CrewSharp this is the Chairside Assisting station in the Clinic / Dental practice starter set, filed under Operatory, and every item here is editable.
- 1Anticipated what the provider needed next
- 2Kept the field clear and the patient comfortable
- 3Charted accurately as the procedure wentMust pass
- 4Followed infection-control protocol throughoutCritical
- 5Gave post-op instructions clearly
Print it, score it on a clipboard, or open it in Sheets. No email required.
What usually goes wrong
Infection control throughout is the critical item, and the word doing the work is throughout. It is straightforward at the start of a procedure and much harder to maintain once the pace picks up and hands are busy.
The items a good total should not outweigh
- Followed infection-control protocol throughout
When to sign someone off
A workable bar for this station: no critical items missed, a score above a line you set for Chairside Assisting specifically rather than one number for the whole building, and observed on more than one shift with at least one of them busy. Then date it, so it can expire.
That last part is the one people skip. A sign-off with no date cannot be re-checked, which means a year later you have a record that says somebody was ready once.
Other clinic / dental practice checklists
The rest of the set, if you are building out the whole floor rather than one position.
Common questions
How long does it take to train a chairside assistant?
The protocol is learnable quickly; anticipation is not. Working smoothly with a specific provider takes repeated sessions with that provider, which is why a sign-off is worth recording per person rather than in general.
What should be on a chairside assisting checklist?
The 5 items above cover it: anticipated what the provider needed next, kept the field clear and the patient comfortable, charted accurately as the procedure went, and the rest of the list. Keep it in that range. Fewer and a pass proves very little; many more and trainers stop finishing it during a real shift.
Which items should count as critical?
On this station, one item is marked critical: followed infection-control protocol throughout. Missing one means not ready, regardless of the total score, because these are the failures that cannot be corrected after the fact.
Scoring it is the part that lasts
Run this Chairside Assisting checklist on a tablet between rushes and CrewSharp keeps the rest: who is signed off, when it was last checked, and which item your crew misses most.
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