A discussion on HIPAA safeguards – what administrative, technical and physical safeguards are required to be implemented and how to determine if a safeguard is reasonable and appropriate.

Describes HIPAA business associates and the requirement for covered entities such as dental practices to have agreements with them. A sample business associate agreement is included.

An overview of other Cal/OSHA regulations for which dental practices have been cited for violating.

A poster guide to the pictograms and hazard statements required by the Cal/OSHA Hazard Communication regulation.

Use CDA’s 45-minute PowerPoint presentation to provide the Cal/OSHA-required training on hazardous materials to new dental staff. The training covers hazard identification, protective and first-aid measures and more.

Use this form to obtain a patient’s written permission to display a testimonial and/or use the testimonial for future marketing efforts.

Form to gain consent when using patient photos in your practice marketing materials.

Template for writing a Provider Biography that can be used to market the practice or introduce a new provider.

This checklist provides an outline of the steps to take when collecting patient testimonials and conducting patient surveys.

Best practices to manage online reviews and social media accounts.

Suggestions on Marketing your Dental Practice through social media.

Did you receive products you did not order, and then were invoiced for them? Have you received an invoice for advertising you did not order? Use this sample letter to notify the company that state and federal law allow you, the recipient, to use or dispose of the product in any manner you see fit and that you may take action, as allowed by law, if the company continues to seek payment for the product or unsolicited service.

Notification to School Administrators regarding California Education Code to excuse student from absence due to medical, dental, optometrical and chiropractic treatment. Includes sample of School Excuse Note.

This form is designed for internal office use only. It should not be shared with the patient and is intended to provide the practice with a way to document personal information about the patient to help refresh staff members’ minds prior to the patient visiting the practice.

This resource provides sample language that a dental practice can use for obtaining required and recommended acknowledgements and consents from patients.

Information a dental practice should collect when creating a New Patient Form during the initial new patient phone call.

Dentists are obligated to make reasonable arrangements for the emergency care of patients of record. Dental benefit plans require the same of contracted providers. Failure to make such arrangements may result in charges of patient abandonment. Resource in

Use for existing minor patients whose legal guardians of record have experienced a relationship change (divorce). Send a letter to both parents; responses will help you determine if you need to update the patient information and patient financial agreement.

Sample letter to patient discussing the necessity of radiographs. Courtesy of TDIC.

Form designed for a provider who wishes to collect more in-depth dental health history that is not covered on the Confidential Health History Form, as well as assess the patient’s oral health and/or cosmetic concerns.

A credit card company may request information when a patient disputes a charge to a dental practice. Use these resources to respond to the company.

Form to be completed by legal guardian to authorize a caretaker (non legal guardian) to accompany a minor to his/her dental appointment. 

This training guides staff through the state and HIPAA requirements for providing access. Instructions on staff presentation are included.

Considerations when leasing office space. Contracts will include both assets and liabilities that will govern your tenancy, poorly negotiated leases could have negative financial impact on a practice.

Overview of requirement and related CDC recommendations. Cal/OSHA requires employers to offer certain employees the hepatitis B vaccination series and post-vaccination testing.

Best practices for working with outside vendors for your business. Dentists should analyze contracts closely during the negotiation process to make sure they know exactly what they are committing to.