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Practice Management

Learn how to train and manage staff, prepare your practice and communicate with patients.

Reporting Symptoms, Exposure or Positive Test for COVID-19: Employee Tracking Form

Use this form when an employee reports symptoms, exposure or positive test for COVID-19 to help track the incident.

Patient Communication and Management

Tools for communicating with patients before and during appointments.

Employee Screening for COVID-19

Employers should continue to evaluate employee health regardless of COVID-19 vaccination status.

Scheduling Patients: Safety Precautions

Lists of precautions needed when scheduling patients during COVID-19.

Face Covering Exemption Medical Certification Form

Employers should develop a policy to accommodate any worker who meets one of the exemptions from wearing a face mask. If a worker is unable to wear a mask due to a medical condition, they should be provided with a non-restrictive alternative, such as a face shield with a drape attached to the bottom edge, for example. Employers may provide this form to an employee to obtain medical certification from their health care provider supporting their request for an accommodation.

Travel and other Conduct Away from the Workplace During the COVID-19 Pandemic Policy

State laws restrict employers from regulating where employees can go on vacation, but practice owners can develop a travel policy that includes a pre-travel inquiry and post-travel quarantine that could help protect patients and staff from potential exposure. Once developed, employers should distribute the policy to each employee and retain a signature acknowledgement from each employee. As a best practice, the policy should be universally applied to all employees of the practice.  

Supply Checklist

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

Employee Protection from COVID-19

Use these measures provided by Cal/OSHA & the CA Dept of Public Health.

Practice Startup Checklist

Guidelines to bring practice equipment on line after closure.