Declination of Employer Recommended or Required Influenza (flu) Vaccination

Form to document employee refusal of recommended or required flu vaccination.

Patient Request to Restrict Disclosure of Patient Health Information to a Dental Benefit or Health Care Plan

Includes information on this patient right to restrict disclosure of patient health information to a dental benefit or health care plan and a sample form to use for a patient who requests such a restriction.

Caregiver’s Authorization Affidavit

A minor patient who does not have a parent in their life may be under the care of a family member who is not a legal guardian. Use the affidavit when the family member seeks dental treatment for the minor.

 

Patient Notifications and Disclosures Checklist

This is a checklist of required patient and public notifications and disclosures.

Final Pay Explained

California law requires employees receive their final paychecks within a certain time based on the reason they separated. 

Required Bereavement Leave Sample Policy

Effective, January 1, 2023, the California Family Rights Act (CFRA) requires employers of 5 or more employees to provide eligible employees with 5 days of bereavement leave. 

30-60-90 Day Performance Evaluation

Studies show employee retention increases when employers invest in the initial first months of employment. Doing reviews at the first 30, 60, and 90 days of an employee's tenure with a practice is a great way to provide them with feedback on their performance, and it offers them the opportunity to tell you what is going well and where they need help. Use this form to conduct and document 30-60-90-day reviews with your new employee.  

Dental Benefit Plan Handbook – Chapter 06: Completing and Filing the Claim Form

Common reasons for claim delays and denials; correct use of procedure codes, Tax Identification (TIN) and National Provider Identification (NPI); practice’s fee schedule and radiographic image attachments; electronic claim (E-Claim) filing.

Certification of Health Care Provider for Employee Return to Work

A form for use by California employers to comply with the California Family Rights Act (CFRA).

CFRA Designation Notice

Designation of a CFRA leave is a two-step process: employee notice of the need for a CFRA leave and employer designation of the leave as CFRA leave.

Sample California Family Rights Act (CFRA) Policy

Employers of five (5) or more employees must provide information about their CFRA policy and post this information in a conspicuous place where employees tend to gather.

Small Employer Guide to California Family Rights Act (CFRA)

A comprehensive resource to help employers navigate the complexities of CFRA compliance as of January 1, 2021, including determining employee eligibility, meeting time-sensitive obligations and managing leave.

2022 Q4 Practice Health Check: Dental Benefit Plans

Dentists are encouraged to review and analyze their procedure fees annually to ensure their usual, customary and reasonable fees will keep pace with several factors, including the state of the economy. The material, laboratory, technology and labor costs for the provision of some dental procedures can change over time and should be factored into consideration.

Oct. 6, 2022: Information Blocking Rule

Enforcement of this rule, which is to improve patient access to their electronic health information, is expected to commence on this date. For more information see “Information Blocking Rule Q&A.”

 

Jan. 1, 2022: New Anesthesia and Sedation Permits

Senate Bill 501, which changed requirements to hold general anesthesia and sedation permits, took effect. Any holder of a general anesthesia, conscious sedation or oral conscious sedation for minors permit is required to apply for a new permit once their current permit expires after Jan. 1, 2022. Implementing regulations and permit applications became available in August 2022. See the news article for more information.

Considerations When Billing for an Associate

Overview of the payment arrangements to consider once an Associate begins providing treatment in a dental practice. 

Self-Certification of Employee Vaccination Status

Use this form to obtain verification and proof of vaccine status for each employee's confidential personnel file.

Vaccine Promotion: Resources for dental teams

Resources to educate patients and the public about the safety and effectiveness of vaccines and to offer vaccination for influenza and COVID–19. Included are flyers, talking points to address vaccine hesitancy, social media posts and sample language for promoting in-office vaccinations.

CDA Member FAQ re: Delta Dental 2023 Contractual Changes

Answers to members' questions about Delta Dental’s announced contractual changes announced for Jan 1. 2023.

Considerations When Hiring an Associate Checklist

Contains a list of legally required forms, regulatory and billing considerations as you prepare for your new associate.

Pregnancy, Maternity/Paternity and Baby Bonding Leave in California

Explains employer obligations and employee rights, eligibility requirements among mandated leaves of absence for pregnancy and baby bonding leaves. California has multiple programs and laws that provide employees time off and wage replacement during pregnancy, maternity/paternity leave, and baby bonding.

Steps to Comply with the No Surprises Act

Information regarding the requirements to comply with the No Surprises Act which became effective January 1st, 2022.  The No Surprises Act is an effort to protect individuals and provide transparency related to health care costs. Instructions as well as samples of the required notification and the Good Faith Estimate are included.

 

Recruiting and Hiring Checklist

Checklist of recommended steps when recruiting and hiring new employees.

The Team Bonus: To Have or Not to Have

Tips and guidelines for the practice owner who wishes to establish a team bonus.

Dental Benefit Plan Handbook – Chapter 04: Understanding Coordination of Benefits

Understanding plan policies for coordinating payment of benefits when enrollees or policyholders have more than one dental benefit policy. Explanation of CA law pertaining to coordination of benefits.

2022 Q3 Practice Health Check: Practice Management

With inevitable rising costs and continued staff shortages, it is critical to have a system for managing your practice’s overhead expenses to help offset the impact inflation has on your practice.

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