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DentalNinja

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Use cases

About

The DentalNinja mind map template is a comprehensive project management tool designed for dental practice administrators and team leads, covering 6 core modules with 70 nodes. It includes detailed workflows for Auth (Registration, Login, Forgot password), Profile management, Office management with QuickBooks settings, Users invite (including position selection from a list), Goals management (WIGs with Lead and Lag indicators), and Create/edit indicator with formula support. This template serves as a ready-to-use cheat sheet for setting up user roles, tracking key performance indicators, and managing office departments efficiently.

Terms and Conditions

When to use this template

Practice administrators and IT managers

Setting up a new dental practice's user management system

Office managers and department heads

Quarterly goal review with department leads to track WIGs

HR coordinators and office administrators

Onboarding new staff and configuring their access permissions

How to use this template

Step 1

Access and Initialize the Template

Open the DentalNinja file in Xmind to begin customizing the comprehensive project management structure for your dental practice.

Step 2

Configure Authentication and Office Settings

Navigate through the Auth and Office management branches to set up user registration flows, department details, and QuickBooks financial integrations.

Step 3

Manage Goals and Performance Metrics

Utilize the Goals and Indicator modules to define your Wildly Important Goals and input custom formulas for tracking practice performance.

Frequently asked questions

The template includes 6 modules: Auth, Profile, Office management, Users invite, Goals management, and Create/edit indicator. It covers user registration, login, password recovery, office setup, employee invitations, goal tracking with WIGs, and custom indicator creation with formulas.

Use the Goals management branch to switch departments, view existing WIGs (with Lead and Lag indicators), and add new goals by specifying title, period, and department. You can also edit goals and manage indicators directly from this section.

Yes, the template is fully editable. You can open the .xmind file in Xmind desktop or web, then customize each node—such as updating user info fields, adding new departments, or modifying indicator formulas.

Yes, the Create/edit indicator branch includes a Calculated option that turns on formula creating mode. You can add formula components with types and ways, then save the indicator with the formula.

The Users invite branch guides you to enter new user info (first name, last name, email, position, department), send an invitation email with a link, and then the user activates their account by clicking the link and logging in.

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