Free template · Healthcare
Performance review template for a medical / dental practice manager
A ready-to-use, section-by-section template with the competencies that matter for a medical / dental practice manager, role-specific example phrases, and a guard against the stock filler that makes most reviews read as generic. Copy the structure, fill in your evidence, or skip the writing entirely with Crestento.
The template
Four sections, in this order. Length should match the evidence you have — a thin section is honest; an invented paragraph is not.
Summary
One or two paragraphs setting the context: what was expected of medical / dental practice manager this period, and your overall verdict. Lead with the headline.
Example phrasing
“Grew practice revenue 11% YoY on flat clinical headcount, held collection rate at 96% (up from 89%), reduced patient wait time from 18 minutes to 9 through a documented scheduling redesign, and developed two front-desk staff into office leads.”
Strengths
The behaviours and outcomes that made the work happen. Anchor in evidence: practice revenue and growth, collection rate (and trend), patient wait time / on-schedule rate.
- Evidence for: practice P&L and revenue cycle.
- Evidence for: team leadership and staff development.
- Evidence for: payer / insurance contract management.
- Evidence for: billing and collections oversight.
Areas for Growth
Forward-looking development edges. Frame as opportunities, not deficiencies. Specific behaviours to develop, not generic medical / dental practice manager criticism.
- One pattern observed across the period.
- One specific behaviour to develop.
- One concrete next step.
Goals for the Next Period
Two or three concrete goals. Each should name a specific behaviour change, a measurable target, and a deadline. Avoid vague aspirations.
Competencies to evaluate
The 7 competencies a strong medical / dental practice manager review structures around, in priority order. Use these as the spine of the Strengths and Areas for Growth sections.
- practice P&L and revenue cycle
- team leadership and staff development
- payer / insurance contract management
- billing and collections oversight
- patient-experience and retention
- compliance (HIPAA, OSHA, payer requirements)
- vendor and supplier management
Before you write
Practice managers run the operational side of a clinic — finances, scheduling, billing, compliance — so clinical staff can focus on patient care. The work is mostly invisible to providers and patients; it's visible when it fails (insurance issues, schedule chaos, billing complaints). Strong practice managers build systems that scale; weak practice managers do reactive firefighting.
Evidence to gather
Strong reviews for a medical / dental practice manager cite evidence of these shapes. Only use a specific value (a percentage, a count, a dollar amount) if you actually have it — don’t invent a number to sound concrete.
- practice revenue and growth
- collection rate (and trend)
- patient wait time / on-schedule rate
- staff retention and internal-promotion count
- claim denial / rework rate
- patient-experience signal
- no-show / cancellation rate
Where to find the evidence
Work products a medical / dental practice manager produces. Reference these by name in the review when they’re relevant — it signals you know the work.
- monthly P&L review
- billing / collection cycle reports
- payer contract renewals
- staff development plans
- compliance audit responses
- patient-feedback action items
- scheduling-optimisation analysis
Phrasing that lands vs phrasing that doesn’t
Strong — specific, evidenced, role-appropriate
“Grew practice revenue 11% YoY on flat clinical headcount, held collection rate at 96% (up from 89%), reduced patient wait time from 18 minutes to 9 through a documented scheduling redesign, and developed two front-desk staff into office leads.”
Weak — vague, unevidenced, generic
“Strong practice manager.”
Phrases to never use
Stock filler that AI-written medical / dental practice manager reviews slip into. Managers spot it instantly. Rewrite to name a specific behaviour instead.
- “strong practice manager”
- “trusted by the team”
- “passionate about patient care”
- “drives practice excellence”
- “great with people”
- “raises the operational bar”
- “wears many hats”
Don’t invent these specifics
The details an AI tends to fabricate for medical / dental practice managerreviews. If you don’t have the specific number, name, or date in your notes, leave it out — generic-but-honest beats specific-but- invented every time.
- specific revenue / collection-rate numbers not in input
- named payer contracts when not mentioned
- specific wait-time numbers not provided
- named staff developed when not in input
- particular compliance outcomes not referenced
Skip the template, generate the review
Drop your bullet points into Crestento and it produces the polished draft using this exact template structure, tuned for a medical / dental practice manager. Two reviews free, no card.
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