Sample Letter to Third Party Payer for Temporary Dentists

This sample letter should be customized and printed on office letterhead to notify a Third Party Payer when a temporary dentist will be filing in for a dentist on a leave of absence.  Commonly used in Locum Tenens, Disability Leave, Maternity Leave and other situations in which a licensed dentist who is not currently practicing at the office will temporarily be performing treatment on patients on behalf of a licensed dentist that is currently practicing at the office.

Conducting Performance Evaluations

Provides best practice preparation and checklists for conducting performance evaluations. Includes sample form to document an evaluation of an employee's performance.

New Hire Dental Assistant Training Schedule

Recommended weekly training plan and tasks. Record patient chart numbers, discussion notes and signatures to document completion of all tasks.

Dental Assistant Interview Questions

Sample questions and note taking material for use during an interview with a potential Dental Assistant candidate. 

Weekly Trainer/Doctor Notes - Instructions

Trainer/Doctor Notes allow the trainer and doctor to make confidential notes regarding progress and prepare for weekly progress discussion with trainee.

Application for Employment

California-specific application to help evaluate a candidate’s experience and skills, and information on obtaining authorization for reference checks. 

Sample Job Advertisement Text for Hiring Untrained Dental Assistants

CDA has developed two options for use when advertising positions for untrained dental assistants. 

Non-Exempt Dental Assistant Offer Letter

CDA recommends the use of an offer letter in conjunction with a verbal offer of employment.

Dental Assistant Pre-Hire Assessment

Questions the practice owner should consider before hiring a new dental assistant for on-the-job and online training. 

Job Descriptions: Best Practices & Sample Templates

Best practices for developing a job description outlining required qualifications, expectations and job duties for every employee. Includes sample descriptions for key positions in the dental practice.

Non-Exempt Dental Assistant Job Offer Letter

CDA recommends the use of a job offer letter in conjunction with a verbal offer of employment.

Retroactive Eligibility Refund Demand and Dispute

This resource provides information on the state law regarding refund demands from a benefit plan when a patient's coverage has been retroactively terminated.  Includes a sample letter to dispute a refund request from a benefit plan after the plan has paid for services rendered.

Sales and Use Tax

An overview of the sales and use tax dental practices are required to collect and pay.

Use Caution with Patient Referral, Loyalty Programs

Recommendations for dentists participating in patient loyalty programs; to ensure compliance with legal guidelines and CDA ethical standards.

Movie and Music Licenses Q&A

U.S. copyright laws allow owners of movies, television shows, and music to collect performance license fees from individuals and entities, such as dental practices, for public performances of the movies, television shows, and music.

Who's That Inspector?

Information to help manage situations where individuals present at a dental practice to conduct an inspection. 

2022 Q2 Practice Health Check: Employment Practices

Evaluate your employment practices including employee licensure and training cycles, performance management and get ahead of the California CalSavers Retirement Savings Program mandate.

Patient Portal Implementation Checklist

Understand how a patient portal can assist your practice with patient communication, record-keeping and overall office efficiency with this resource. Use our checklist to evaluate your practice’s need for a patient portal and valuable features to consider before implementation.  

Disinfecting the Operatory

 Follow these step-by-step instructions for cleaning, disinfecting the operatory.

Operatory Disinfection: At-a-Glance

Display this poster in the operatory for quick reference on effective operatory disinfection. 

Oral Health Care Delivery in Long-Term Care and Skilled Nursing Facilities

A summary of state and federal requirements for providing oral health care in long-term care and skilled nursing facilities.

In-Office Vaccine Administration Resources

Below are resources and start-up guides developed to help vaccine providers begin ordering and administering vaccines to patients.

General New Hire Toolkit

This toolkit covers recruiting, interviewing, hiring and onboarding, and provides a general list of basic hiring documents. 

Surface Disinfectants and Waterline Cleaners

Surface disinfectants and waterline cleaners used and sold in the state must be registered with the state Department of Pesticide Regulation.

Medical Consultation Request

Sample form to request a consultation with a patient’s physician which may be necessary particularly for patients who have chronic conditions.

Sample Employment Interview Questions

For use when interviewing candidates. Save and file this form and all other information collected during the candidate selection process to avoid allegations of discrimination.

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