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Practice Management

You have your own unique vision of what makes an ideal practice. Detail and document your vision with our sample business plans. Use step-by-step checklists for opening, transferring ownership or closing a practice. Get helpful marketing tips, patient education tools and more.

Immigration process

As an international dental student (IDS) at an accredited IDS program, it is best to research and understand the process to obtain work visas in the United States at least 12 months before graduation. This section covers the various types of work visas applicable to international dentists who have completed an IDS accredited program in the United States. 

Preparing for Associate Job Placement

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.

Associate Insurance Needs

This section of the toolkit is provided by The Dentists Insurance Company, a subsidiary of the California Dental Association.

It’s important to protect your personal and professional security at every stage of your career, and having the proper amount of insurance coverage as an associate is no exception. This chapter helps you understand  insurance limits and coverage types as well as when and why each is necessary as an associate.

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Dental Software Transition Checklists

Whether you are transitioning from paper to electronic records or switching software, you will benefit from the information provided in these checklists.

View checklists

Resource Library

Access an online library of downloadable articles, guides, templates, checklists and forms.

Employee Manual Generator

Practice Management News

Q4 Practice Health Check: Reviewing benefit claims processes and code changes for 2022

A new CDA Practice Health Check can help dental practices prepare for the American Dental Association’s CDT code changes for 2022. The ADA updates CDT codes annually, and failure to review the changes could lead to unnecessary claim denials and delays. 

Ransomware on the Rise: Steps To Protect Your Practice and Systems From Cyber Disruption

When a cyberattack hits, your practice comes to a screeching halt. A compromised system can mean no access to schedules, billing or patient records. Learn how to proactively protect your systems, prevent cyber incidents and responsibly respond to a ransomware attack.

COVID-19 booster shot now available to dentists fully vaccinated with Pfizer vaccine

The CDC on Sept. 24 issued a recommendation for health care workers and frontline essential workers who are at increased risk of COVID-19 to receive the booster shot at least six months after receiving their first series of the Pfizer vaccine.