CDA Business Associate Agreement

An agreement that needs to be read and signed by the dentist when CDA will be handling Protected Health Information obtained from the dentist as we advocated on their behalf with dental benefit plans.  

2022 Q1 Practice Health Check: Regulatory Compliance

A new year means updated regulations to keep your practice in compliance. Get the latest on electronic prescribing, C.E. certificates and license renewal in this quarter’s Practice Health Check.

Medi-Cal Dental Program Handbook

This is a handbook contains summary of key information and requirements of the Medi-Cal Dental Program program.

How to Conduct a Team Chart Audit

Use this resource to audit charts to ensure financial integrity is being maintained by all people involved.

About This Toolkit

This toolkit was created to help dentists determine whether administering COVID-19 tests in their office is appropriate for their practice. 

Step 3: Performing Tests

It is important that the manufacturer’s instructions are followed, including the use of appropriate PPE, test-processing times, and test material disposal.

Step 7: Testing FAQ

Find answers to common questions about testing technology and its potential in dental settings. 

Step 6: Maintaining Regulatory Compliance

Dentists must adhere to license renewal, record retention, and other requirements related to the laboratory license.

Preparing for Associate Job Placement

There are many elements involved in preparing and marketing yourself for employment. In this section you will get tips to create an effective curriculum vitae, write a compelling cover letter, understand your social media profile and how to use it to market yourself, how to network, how to budget and plan for your projected associate salary, and finally how to narrow down the location(s) in which you want to live and work.

Associate Insurance Needs

This section of the toolkit is provided by The Dentists Insurance Company, a subsidiary of the California Dental Association.

It’s important to protect your personal and professional security at every stage of your career, and having the proper amount of insurance coverage as an associate is no exception. This chapter helps you understand insurance limits and coverage types as well as when and why each is necessary as an associate.

Dental Plan Credentialing

Dental credentialing is the first step in is the process of a dentist entering into a contract with a dental benefit / insurance carrier. Learn more about it in this section of the resource.

Associate Career Options and Dental Practice Types

This section of the toolkit helps you understand and evaluate your employment choices as an associate, explains the types of dental practices in which associates in California work, and provides information on alternate career options to consider.

Associate Dentist 101 - Finding Your Career Path

What is the next step after you’ve graduated from dental schools? These resources have been designed to help you through the next steps in finding your career path.

Hiring Interns and Volunteers

Employers should proceed with caution when using unpaid interns or volunteers. Most interns are considered employees in the eyes of the law, which means you must comply with wage and hour laws, including paying them at least minimum wage.

Change in Relationship Notice

Use this notice to document termination, permanent change in an employees schedule, decrease in pay and more. Employers must give immediate written notice to the employee of a change in the employment relationship.

Patient Records, Communication and Marketing

Patient records, communication and marketing considerations and requirements for the new practice owner. This resource includes HIPAA security requirements.

Electronic Signatures

Dental practices moving to paperless systems must consider implementation of technology that captures legally valid electronic signatures.

Religious Accommodation Request Form – COVID-19 Vaccination

Use this form to document an employee's request for accommodation from a mandatory vaccine for a sincerely held religious belief.

Vaccine Medical Exemption

Use this form to document an employee's request for accommodation from a mandatory vaccine for a medical exemption.

Offering a Discount Dental Plan in the Practice

This resource will introduce you to the basics of offering an in-house discount plan. These in-house discount plans offer patients some form of dental coverage or benefit to offset their out-of-pocket cost making it more likely that they will accept a treatment plan. Offering an in-house discount plan can assist with attracting new patients and help retain existing patients, particularly those patients without any form of dental coverage.

Sample Employee COVID-19 Vaccination Tracking Form

Use this form to track track employee COVID-19 vaccination status at-a-glance. This form can be used in conjunction with the Self-Certification of Employee Vaccination Status obtained from each employee. 

Practical Guide to Employee Classifications in a Dental Practice

This information is provided to help you understand classification exemptions and salary requirements as defined in California wage and hour laws to enhance your knowledge for successful compliance in your practice.

Practice Transitions: Patient Records Best Practices

Discusses the role of HIPAA business associate agreements and other steps a dentist can take to ensure the privacy and security of patient information following a practice closure or sale.

Respirator Fit Testing Requirements

Summary of the Cal/OSHA requirements for medical evaluation and fit testing tight-fitting respirators such the N95 and elastomeric respirators.

Authorization for Agent to Consent to Dental Treatment of a Minor

This form allows for a non-legal guardian to consent to a minor patient’s treatment. It must be signed by a parent or legal guardian.

Employee Manual Resources

Create a personalized employee manual using an online tool or a sample employee manual.

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