Practice Management

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.

Sample scripts to help make sure the entire staff is saying the same thing when having financial discussions with patients.

A dentist may separate from practice for one of many reasons. A dentist may retire, leave a group to go into solo practice (or vice versa), sell the practice, or relocate. Use this checklist as a guide. This list offers general information and does not take the place of legal advice.

Suggestions on Marketing your Dental Practice through social media.

This list offers general information and does not take the place of legal advice. This list is not exhaustive, and each item may not be applicable to every situation. This list contains links to many websites and you may find it helpful to review the list on a computer with internet access. Resources can be found on Practice Support (cda.org).

Information regarding the requirements to comply with the No Surprises Act which became effective January 1st, 2022.  The No Surprises Act is an effort to protect individuals and provide transparency related to health care costs. Instructions as well as samples of the required notification and the Good Faith Estimate are included.

This 1.5hr webinar provides an overview of common issues associates face when entering into associate agreements and will provide an overview of important associate contract terms including the responsibilities and obligations of both practice owners and associates.

Checklist to ensure you have the supplies necessary to practice safely.

The interview process provides an opportunity for both the practice owner and associate candidate to assess whether their working relationship will be compatible. Get tips in this resource.

This FAQ was created to help assist member dentists with knowing what is involved in the due diligence process as…

This checklist can be used after the unexpected death of a provider. Steps to assist both the staff and family with immediate decisions that need to be made within the first week following a death in a dental practice.

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.

Here you’ll find some tips to help prepare your team for financial consultations. 

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.

Recommendations for dentists participating in patient loyalty programs; to ensure compliance with legal guidelines and CDA ethical standards.

Resources that address how to manage an emergency workplace event.

Guidance and resources related to workplace violence prevention regulatory compliance.

Use this resource in tandem with the Creating Your Practice Vision Statement form to draft your mission statement. Then use the mission statement to guide your decision-making now and in the future.