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Practice Management

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

We've moved!

Back to Practice resources are now available in our Practice Support Resource Library. 

Patient Screening Form

Checklist for screening patients for new appts or reminders.

Supply Checklist

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

7 things to know about using telehealth during the COVID-19 pandemic

As California and some counties in the state begin to loosen stay-at-home orders and dentists begin the process of returning to practice, dentists may still wish to consider using telehealth to reduce in-office patient volume. From processing insurance claims to Medi-Cal coverage, here are seven things you need to know about utilizing telehealth services during the COVID-19 crisis. 

Practice Startup Checklist

Guidelines to bring practice equipment on line after closure.

Opening & Closing Dental Facilities Checklist

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