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Performance Improvement Plan (PIP)

Establishing a team of strong performers plan takes a lot of effort and communication and gives employees a chance to learn and grow. If an employee has recurring performance issues, work with them on a performance improvement plan (PIP). Using a PIP instead of terminating an employee can lead to better practice harmony and employee morale.

 

Infection Control Information Resources

This is a list of external websites with information pertinent to infection control at dental practices.

California Dental Practice Act Compliance Guide

Summarizes portions of the Dental Practice Act in effect as of Jan. 1, 2025 and organizes information in alphabetical order by subject. Citations are provided to appropriate California laws and regulations.

Holiday Pay Frequently Asked Questions

Identifies California laws and clarifies office policies and benefits related to holiday pay throughout the year.

Consent Form for Use or Disclosure of Patient Health Information

Sample form to obtain patient consent for use or disclosure of patient information as required by HIPAA and state law.

Uses and Disclosures of Patient Health Information

Both federal and state laws protect patient health information (PHI) in part by establishing rules for its use and disclosure. This article reviews those rules.

California Dental Licensure Options

A summary of the pathways to obtain a California dental license, the first of many licenses, permits, certificates and registrations necessary to practice dentistry, as well as to own and operate a dental practice, in the state.

Dental Office Waste Management and Disposal Options

Information and options for managing medical, hazardous, and universal wastes. Includes a list of mail-back vendors.

Tables of Permitted Duties

Dental practices utilizing dental auxiliaries must post a notice that describes their allowable duties and functions within stipulated settings and/or circumstances.

Continuing Education Requirements and FAQ

This is a summary and FAQ of the Dental Board’s continuing education regulations as of Jan. 1, 2025. To determine if a CE provider is registered with the Dental Board, use the Department of Consumer Affairs database.

Associate Legal Relationships

As an associate, there are several ways to structure the relationship between you and the employer. In this resource, we review different options.

Dental Assisting Categories

Summarizes allowed duties and educational requirements for all dental assisting categories. Includes new requirements effective Jan. 1, 2025 and July 1, 2025. 

Fictitious Business Name

Requirements for a dental practice that wants to operate using a fictitious name.

Comprehensive Guide to California's Paid Sick Leave Law

All employers are required to provide a set amount of paid sick leave (PSL) to employees who work California. The law establishes minimum requirements, but employers have options with how they provide and manage the time. 

Leadership and Wellness Webinar: Build a Dental Team That Loves Showing Up!

In this webinar, you’ll learn how to foster a positive workplace culture that enhances employee satisfaction and drives employee retention.

Regulatory Compliance Checklist

This checklist provides an overview of what dental practices need to do to comply with the Dental Board, occupational safety, employment, environmental, radiation safety, patient privacy, information security, and general business requirements. This list offers general information and does not take the place of legal advice. This list is not exhaustive, and each item may not be applicable to every situation.

Minimum Wage and Paid Sick Leave Ordinances by City/County

Individual cities and counties across California have passed local ordinances relating to minimum wage and sick leave laws — with eligibility rules varying from city to city. Check with local city government as to whether any local minimum wage ordinances may apply to employees in your practice. Periodically check local websites as rates in these cities could change at any time.

 

Offering Commercial Credit to Patients

Dental practices that offer patients commercial credit financing products (credit cards, lines of credit or loans) in the dental office are required to disclose certain information and are prohibited from specific practices. 

Managing Delinquent Patient Accounts

Helping navigate some of the best practices you can utilize in your office to manage delinquent accounts and collect past due balances.

Preceptorship Pathway to Becoming a California Registered Dental Assistant

Starting July 1, 2025, an individual can become a California registered dental assistant through a new preceptorship pathway.

Sedation and Anesthesia Permits

Summary of permit requirements for dentists administering or ordering the administration of general anesthesia, deep sedation, moderate sedation, adult oral conscious sedation and pediatric minimal sedation. 

Ensure State Provisions Are Included In Your Privacy Policies and Procedures

Describes state requirements to include in a dental practice’s policies and procedures for protecting patient information. 

Helping Your Out-of-state-trained Dental Assistant to Become a California Registered Dental Assistant

Use this resource help an out-of-state trained dental assistant plan to become a California registered dental assistant without enrolling in a full-time educational program. New paths available July 1, 2025.

Steps To Becoming a California Registered Dental Assistant

Steps to becoming an RDA changed significantly in 2025. Use this resource as a checklist.

Local Public Health Department Orders Related to COVID-19, Flu

A list of local public health department orders related to COVID-19 vaccination and masking and to mandatory influenza vaccination which affect dental practices within their respective jurisdiction.

Top 10 KPIs: Investigation Questions

When you see shortfalls in a particular goal, there are several questions you can ask and different ways you can think about root causes. Examples of these questions are listed in this guide for each of the top 10 KPIs.

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