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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.

Patient Communication and Management

Tools for communicating with patients before and during appointments.

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 continues to navigate through the pandemic dentists may still wish to consider using telehealth to reduce in-office patient volume.

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.

Practice Management News

Where’s the line? Define, apply and maintain professional boundaries

Guidelines for behavior should exist when practice team members interact with one another outside of the office. TDIC’s Risk Management analysts encourage dentists to promote high standards of behavior inside and outside of the office by clearly defining professional boundaries.

Earn C.E. while sharpening communication and documentation skills

TDIC offers a new seminar, online and in person, to help dentists improve communication and documentation skills to reduce the potential for complaints, claims, or lawsuits.

When patients are angry: de-escalation and risk mitigation are vital tools

Handling unhappy patients can be an unfortunate reality of practice ownership. On the rare occasion anger escalates to aggression, be mindful of your obligation to provide a safe working environment for your employees. Follow guidance for safe and appropriate de-escalation tactics.