Practice Management

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.

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.  

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.

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

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.

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

Common patient collection considerations while working with dental benefit plans.

Developing a successful marketing plan.

TUnexpected or untimely illness, injury or death can cause interruptions in dental practices. Ideally, a practice will have a plan in place for such events, but dentists, partners, spouses and staff are often caught unprepared and without an established plan of action.

These guidelines offer assistance with the organization of a mutual aid group in the event a dentist suffers a disability or death without the benefit of a pre-written plan.

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.

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

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.

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

A description of actions a new dentist should take once they have obtained their dental license.  

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

Certain non-dentists may, upon a dentist's death or incapacity, contract with another licensed dentist or dentists to continue his or her dental practice for a period not exceeding 12 months if certain conditions are met. One of the conditions is to notify the Dental Board.

To avoid claims of abandonment, dentists who are separating from practice (or the families of deceased or incapacitated dentists) must notify patients in writing.

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

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

To avoid claims of abandonment, dentists who are separating from practice must notify patients in writing. Use this sample letter when a dentist is retiring or relocating, and be sure to include the Request for Access to Patient Records form.

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.