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

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

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. 

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

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

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.

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.

Customize sample plan to describe how the practice complies with safe work practices, communicates with staff and more. This resource is part of the Regulatory Compliance Manual. Updated June 2024.

Is your practice prepared for a dental plan audit? The word “audit” can create anxiety for most dentists, but taking preemptive measures before an audit happens can reduce your stress and liability should you ever have to comply with a dental plan’s request to audit your practice.

Steps to follow when your dental practice experiences a cyber incident that impacts your ability to access patient information.

Do you want to improve employee retention and prevent surprise resignations? Instead of scratching your head wondering what your employees are thinking or scrambling after the fact to figure out what went wrong, take a proactive approach. Use the following tips and five stay interview questions to get the powerful information you need to help improve your workplace and hold onto your top performers.

This information aims to assist members in safeguarding themselves by outlining the steps they can take when faced with attempted scams.

Answers to questions asked by dental offices on how to comply with HIPAA and state rules on health information privacy, security and confidentiality.

This checklist provides an at-a-glance view of elements required to comply with state and federal privacy laws. 

Cal/OSHA regulation (Section 3396) requires an employer to document, either in a separate plan or as part of their injury and illness prevention plan, steps taken to prevent indoor heat illness. See Cal/OSHA Heat Illness Prevention Guidance and Resources for more information. For sample language to add to an injury and illness prevention plan, see Infection Control and Cal/OSHA FAQ.

FAQ on infection control, other Cal/OSHA regulations, training, personal protective equipment and inspections. This resource is part of the Regulatory Compliance Manual. Updated March 2024.

A summary of state required employee training that employers are required to provide  and related requirements. Does not include training required for licensure or license renewal.

The key to retaining and engaging your employees is to build stronger personal and professional relationships. Having regularly scheduled one-on-one time with each of your employees gives leaders the ability to connect and to quickly address any issues that may arise.

Answering frequent questions about third party collection agencies. Things to know to stay in compliance with HIPAA and CMIA while working to collect past due patient balances.

This is a guide to the rules for communicating via these technologies with patients and other individuals via telephone, cellphone, text message or email.

The first four PowerPoint presentations listed below are intended to instruct dental practice HIPAA privacy and security officers on their responsibilities under HIPAA and state privacy and security laws. The fifth and last PowerPoint presentation listed below can be used in combination with a dental practice’s written policies and procedures to train the office workforce (includes students and others).

This is the second of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

Whether you’re looking to purchase or sell your practice now or a few years down the road, it’s never too early to begin mapping out your purchase or sale by identifying and reviewing available resources. Preparation and planning for either transaction can take time. Building a team of professionals you trust and are comfortable working with while ensuring proper compliance systems are in place will support a seamless practice transition.

Creating a vision statement can be a complex activity but a necessary one considering the many decisions you have to make as a business owner. Use this resource in tandem with our Writing Your Mission Statement resource. Then use the vision statement to guide your decision-making now and in the future.

A list of county programs which allow small businesses to drop-off by appointment their hazardous and universal waste.