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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.

Supply Checklist

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

Informed Consent Forms

Sample informed consent forms to aid in the face-to-face informed consent discussion between the dentist and patient. Available in English, Chinese, Japanese, Korean, Russian, Spanish, Tagalog, Traditional Chinese, and Vietnamese.

California State Mandated Reporting

Summary of legal obligations of dental licensees and certain dental practice employees as mandated reporters to report known or suspected cases of abuse. 

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

Dentists should exercise caution before claiming Employee Retention Credit

The IRS has warned that predatory businesses offer filing assistance for large fees to businesses that are not actually eligible to claim Employee Retention credit. Dentists should consult with a trusted tax preparer or advisor before claiming this credit.

California Dental Association
Public Health Emergencies: Adapting Dentistry
RESILIENCE New CDA Journal experience makes it easier to find and access trending clinical topics in dentistry

The Journal of the California Dental Association continues to evolve as an open-access scientific publication of reviews and original research articles. Now, the Journal is transitioning to a new digital online platform. This change will make Journal research more accessible and searchable.

Haste, pressure and staffing shortages contribute to costly mistakes

Identity or treatment plan mistakes can occur in any dental practice. Research by TDIC’s analysts reveals the most commonly occurring elements are referral slip errors, performance or production pressure and staffing shortages. Prevention requires a proactive approach.