For orthodontic & dental practices
Mint Checklist Bundles
Automate Recurring Tasks
Track Who Did What & When
Stay Compliant & OSHA-Ready
Run on a system, not memory
Your practice isn't disorganized... It's just running on memory.
When recurring tasks live on a whiteboard no one looks at, a paper log that disappears, or inside one person's head — things get missed. Not because your team is bad. Because they don't have a system. Mint fixes that.
✔ Recurring tasks run automatically by role and cadence
✔ Completion is tracked — who did it and when
✔ Compliance logs are ready to pull for OSHA and audits
✔ Reminders go out when something is overdue
✔ Your team stops guessing and starts following the system
Mint Checklists by Everbloom Are Far from Generic Checklists
Every Mint bundle was built by people who have spent decades inside dental and orthodontic practices. Each checklist includes the task, the reasoning behind it, word-for-word scripts where helpful, and compliance flags wherever OSHA, CDC, or state board requirements apply.
Your team doesn't need to understand all the rules. They just need to follow the system. And you get the documentation to prove they did.
Mint Bundles
The Dental Bundle
Every recurring task your dental practice runs on, built out by role and cadence.
✔ Multiple roles covered: scheduling team, dental assistant, hygienist, office manager, financial coordinator, insurance coordinator
✔ 4 cadences per role: daily, weekly, monthly, quarterly/annual
✔ Compliance flags built in throughout
✔ Covers: daily opening and closing, operatory turnover, sterilization logging, spore tests, equipment checks, supply ordering, financial reconciliation, insurance claims, and monthly compliance reviews
Stop relying on memory. Start running on a system.
The Orthodontic
Bundle
Built by people who have spent decades inside ortho practices.
✔ 10 roles covered: scheduling team, clinical assistant, sterilization tech, lab technician, treatment coordinator, financial coordinator, insurance coordinator, office manager, marketing coordinator, and doctor
✔ 4 cadences per role: daily, weekly, monthly, and quarterly/annual
✔ 4 trigger-based checklists included: OSHA inspection prep, doctor out and coverage day, new patient first visit setup, and end of month financial close
✔ Compliance flags built in throughout
✔ Scripts included for patient confirmations, no-show follow-up, treatment plan presentations, and financial conversations
✔ Covers: schedule management, sterilization logging, waterline testing, spore tests, emergency kit audits, lab fabrication, insurance claims, financial reconciliation, marketing cadence, supply ordering, and more
Your team follows the system. You have the documentation to prove it.
The Marketing
Bundle
Your marketing tasks are recurring. They should run like it.
✔ Covers your marketing coordinator or front desk marketing role
✔ 4 cadences: daily, weekly, monthly, and quarterly
✔ Covers: social media tasks, content planning, Google Business management, review generation, referral outreach, new patient follow-up, and campaign reviews
Consistent marketing does not happen by accident. Now it happens by checklist.
The Onboarding & Offboarding
Bundle
Every new hire deserves a consistent start. Every departure deserves a clean close.
✔ Covers the office manager and leadership role
✔ Checklists for both onboarding and offboarding scenarios
✔ Covers: pre-start setup, first day and first week steps, training milestones and sign-offs, role-specific orientation, system access setup, and offboarding and equipment return
✔ Works for any clinical or administrative role
Stop winging new hires. Start every team member the same way.
Not sure if Mint is right for you?
Book a free Strategy CallTake it even further
Work With Us 1:1 for Support with Mint Implementation
Buying a bundle gets you the checklists. Working with us 1:1 gets you a fully customized, implemented system your team actually uses. We'll take your Mint Bundle, tailor it to your practice, load it into your Mint account, and walk your team through how to use it — so it doesn't collect digital dust like the paper version did.
PS - Already a Mint subscriber? We can work with your existing account.
Add 1:1 Mint Implementation Support
New to Mint?
Start with our free webinar!
Start with the free Mint Checklist for Beginners webinar. Cassie will walk you through how Mint works, how to set it up, and how to get your team using it from day one. Webinar coming soon - Join to be the first to know!
★★★★★
"The things I learned from Everbloom are true life skills I lean on daily"
