Practice Management

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

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

Questions and answers on obtaining consent for minor children with divorced parents or no parents, coordination of insurance plans between parents and step-parents, and who can access records of minor children.

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

The CDA Wellness Program is available to dentists and dental team members. The program offers confidential 24/7 support.

First impressions matter when a new associate joins the team. Few onboarding goals are more critical than providing them with a positive experience in the first days and weeks of their employment.

The following checklist and suggested first-week schedule can be integrated into your practice’s onboarding plan. You may customize the checklist to fit your practice.

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

List of forms and information needing completion prior to the patient’s first appointment.

Dental practices that offer patients commercial credit financing products (credit cards, lines of credit or loans) in the dental office are required to disclose certain information and are prohibited from specific practices. 

How-to for office closure, reopening; product-specific use.

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

A well-defined patient financial policy helps set expectations, reduce misunderstandings and support a more efficient practice workflow. This resource offers step-by-step guidance for developing or refining a patient financial policy with confidence.

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

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.

Format and content, patient access to records and requests to amend, disclosure of information, data breach notification, retention and disposal, transferring records in a sale.

Summary of records release rules with customizable sample form. Patients have the right to access their record and can request paper, film or electronic copies.

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.

Common patient collection considerations while working with dental benefit plans.

Guidelines to bring practice equipment on line after closure.

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.

Here you’ll find a compiled list of items to help prepare you for the financial consultation and ensure your team is ready to have a knowledgeable conversation.

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.

Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more.

Actions a new dentist should take once they have obtained their California dental license, and regulatory and legal considerations of which every dentist must be aware.

CDA offers a variety of tools to help you easily navigate the transition into your new profession and your early years.

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