For orthodontic & dental practices
Everbloom x Mint Checklist
Automate Recurring Tasks
Track Who Did What & When
Stay Compliant & OSHA-Ready
Run on a system, not memory
Stop paying your best people to do work that a system should do.
The Everbloom x Mint Checklist collaboration is a complete, done-for-you operational system for your dental practice. Every role. Every cadence. Every high-stakes moment is built, written, and ready to load on day one.
You do not need to write a single task. You do not need to train someone to build it. You need to load it, assign it, and run.
With a Mint Checklist bundle from Everbloom...
✔ 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
Your practice is leaking time, money, and talent.
When you do not have a system, your best people become the system. They answer the same questions every day. They onboard new hires from memory. They catch compliance gaps on instinct. And when they leave, they take everything with them.
Mint Checklist gives you the platform. Everbloom gives you the system that runs inside it.
Together, you get a practice that does not depend on any one person to function.
The Bundles
The Ortho
Bundle
46 checklists. 10 mini bundles. Built for the specific workflows, compliance requirements, and long treatment timelines of orthodontic practices.
Full System Includes:
✔ 10 roles covered: business team, clinical team, 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 "Rocket Checklists": OSHA inspection prep, doctor out and coverage day, new patient first visit setup, and end of month financial close
✔ Compliance built in throughout - HIPAA and OSHA are already in there
✔ 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
Individual Mini bundles:
+ Onboarding + Offboarding
+ Business Team
+ Clinical Team
+ Sterilization Tech
+ Lab Technician
+ Treatment Coordinator
+ Financial Coordinator
+ Insurance Coordinator
+ Office Manager
+ Marketing Coordinator
+ Individual Rocket Checklists
The Dental
Bundle
23 checklists. 7 mini bundles. Built for the full operational picture of a general dental practice, from the front desk to clinical to compliance.
Full System Includes:
✔ 7 roles covered: business team, clinical assistants, hygiene, sterilization tech, treatment coordinator, office manager, and marketing coordinator
✔ 4 cadences per role: daily, weekly, monthly, and quarterly
✔ Protocols for the moments that matter: new patient visits, emergency patients, operatory turnover, and OSHA inspection prep
✔ Includes the Dr. Exam Handoff Protocol and Operatory Turnover Protocol so your clinical flow stays tight even on the busiest days
✔ Compliance flags built in throughout - HIPAA and OSHA are already in there
Individual Mini bundles:
+ Onboarding + Offboarding
+ Business Team
+ Office Manager + Marketing
+ Treatment Coordinator
+ Clinical Team
+ New Patient Protocol
+ Sterilization Tech
+ Individual Checklists
We already did all the work for you.
Every checklist in this bundle was built from real experience inside real dental practices. Not pulled from a textbook. Not generated from a template. Written by someone who has seen exactly what breaks down when a practice does not have a system and what works when it does. You get the benefit of that experience on day one. The research is done. The tasks are written. Everbloom has already done the work, so you do not have to.
Your job?
Load it, customize it with your practice details, and run it. That is it.
Get Started With a Demo →Look inside!
This is actual content from the bundle. Not a summary. Not a teaser.
Every checklist in the bundle is built this way. Specific. Actionable. Ready to run.
Sample Task: Front Desk Daily
☐ Confirm tomorrow's schedule for gaps and double-books
Description:
What: Review tomorrow's schedule in your practice management software and walk through it from first appointment to last. This is your last chance to catch problems before they become your morning.
How: Check for three things: open slots that need to be filled, back-to-back appointments that exceed chair capacity, and any patient missing required paperwork or pre-visit information.
Why: A schedule problem caught today takes minutes to fix. The same problem discovered tomorrow morning costs you patients, revenue, and a stressed team.
done-with-you implementation
Not a DIY person? We'll help you implement!
Done-With-You Implementation Add-On
Some practices want the system handed to them. Others want someone in the room or on the call making sure it actually gets set up right. If that is you, this is for you.
The Done-With-You add-on gives you 4 hours of dedicated implementation support with an Everbloom coach and a Mint Checklist expert, side by side. We help you load the content, configure your workflows, train your team to use the system, and ensure nothing falls through the cracks on setup day.
What's included:
+ 4 hours of dedicated 1:1 support via Zoom, use them however works best for you
+ Your Everbloom coach is also your Mint Checklist expert, one person who knows the field, content, and the platform inside and out
+ Live configuration of your checklists inside Mint Checklist during your session
+ Role assignment, reminder setup, and compliance flag review
+ A walkthrough that your team can follow after the session ends
1:1 support is purchased separately. This add-on provides hands-on support to ensure it gets set up correctly and actually used.
PS - Already a Mint subscriber? We can work with your existing account.
Frequently Asked Questions
What if my practice does things a little differently?
Do I need to already be using Mintchecklist?
Is this a template I have to rewrite from scratch?
What if I only need one or two roles right now?
New to Mint?
Start with our free webinar! (Coming soon)
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!
Your system is built. Your team is waiting. Pick your bundle and get started tomorrow.
Every day you run without a real system is a day you're paying your best people to hold things together with institutional memory and gut instinct.
Get Started With a Demo →
