Check-ins that fit the first year
The standard cadence uses 14, 30, 90, 180 and 365 days after the confirmed start. Scheduled delivery depends on survey email setup and the active schedule.
Keep the conversation going after the hire
Provider retention software. Hear the concern. Own the next step.
A good provider experience needs attention after the first day. Bring scheduled check-ins, provider feedback and leadership follow-up into one connected dental workspace.
- DSO leadership
- Regional and practice managers
- Provider experience teams
Feedback → owner → follow-through
A concern becomes a visible action.
Starting recordTwo-week check-in · Provider asks for help with the daily schedule
Invite the check-in
Use the confirmed joining date and configured survey email.
Review the response
Leadership reads the schedule concern in the provider’s record.
Assign the next step
Choose a practice leader, record a due date and follow up with the provider.
See the resulting record
- Check-in cadence
- 2 weeks · 1, 3, 6 and 12 months
- Follow-up owner
- Assigned practice leader
- Completion evidence
- Discussion outcome and agreed next action
The team decides how to respond. A submitted survey does not automatically resolve a concern.
The workflow, explained
How does DentalXpand support provider retention?
DentalXpand helps dental practices and DSOs schedule provider experience check-ins, review responses and keep follow-up attached to the provider record. When a concern needs attention, authorized leadership can assign an owner and a due date so the team has a clear next action.
How it works
A clear path through the work.
Confirm the start
Record the provider's actual start date so the check-in schedule has a reliable starting point.
Invite feedback
Use configured checkpoints at 2 weeks and 1, 3, 6 and 12 months, or send an authorized manual survey when needed.
Review the response
Read the provider's feedback in context. A score is a starting point for a conversation, not the whole story.
Own the follow-up
Give concerns a named owner, a next action and a due date. Keep the response and follow-up connected.
Made for the real handoffs
Keep the details with the decision.
Room for a timely conversation
Authorized users can prepare a private manual survey outside the routine checkpoints. Use it when the team needs feedback about a specific experience or transition.
Feedback with a next action
Keep responses needing attention visible to the authorized leadership team. Review the concern, assign responsibility and record the follow-up date.
Learn from declined opportunities
Recruiting feedback can capture reasons such as compensation, schedule and location. Review these separately from post-hire provider experience to understand where each journey needs attention.
Your team. Your process.
Give provider feedback somewhere to go.
A collected response helps only when someone can act on it. Use DentalXpand to connect the check-in to a leadership review and the next conversation. During your walkthrough, confirm who can see responses, who assigns follow-up and how the team decides an issue is resolved. A survey alone cannot predict a resignation or guarantee that a provider will stay.
Take the next step
A practical starting point for your team.
Read the guideBuild a provider check-in process Free CSV worksheetDownload the provider check-in planner
These blank planning worksheets are for your team’s process review. They are not application import templates; keep patient and confidential personnel information in your authorized systems.
Questions before you choose
Get the details that matter.
When are new-provider check-ins scheduled?
The standard checkpoints are 14, 30, 90, 180 and 365 days after a confirmed start date, commonly described as 2 weeks and 1, 3, 6 and 12 months. Survey scheduling and email delivery must be configured.
Can we send a survey outside the normal schedule?
Yes. Authorized users can prepare a manual provider survey outside the routine cadence when an additional check-in is appropriate.
What happens when a provider raises a concern?
The response can be reviewed in the provider's retention context. Authorized leadership assigns an owner, next action and due date so follow-up is explicit.
Are provider surveys anonymous?
These workflows connect responses to a provider record. Do not describe them as anonymous. Confirm who can access the response and explain that to the provider before requesting feedback.
Does the software automatically resolve retention issues?
No. DentalXpand organizes feedback and follow-up. Leaders remain responsible for the conversation, the decision and any operational change.
Can we collect feedback from candidates who decline?
The recruiting workflow supports structured decline feedback, including reasons such as compensation, schedule and location. This is distinct from the post-hire provider check-in process.
Can the platform guarantee lower dentist turnover?
No software can guarantee retention. Use consistent follow-up and your own measured outcomes to evaluate whether the process is improving provider experience.
How should we start a rollout?
Begin with accurate start dates, a clearly assigned response reviewer and a small pilot. Confirm invitation delivery, access boundaries and how concerns become owned follow-up before expanding.
See monthly pricing and allowances or discuss your setup with DentalXpand.
Start with your process
Plan a better first-year provider experience
Tell us about your practices, your team and the next handoff you want to improve.