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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.

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.

Supply Checklist

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

Patient Records - Requirements and Best Practices

Format and content, patient access to records and requests to amend, disclosure of information, data breach notification, retention and disposal, transferring records in a sale.

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

Practice Management Insights

In lower-left corner is a rectangular logo containing text: Journal California Dental Association Dentists’ greatest concerns about practice management addressed in CDA Journal collection

The collection’s discussions, review articles and guidance cover all aspects of running a dental practice, from creating an annual business plan to achieve practice success to fostering employee engagement and retention and understanding the practice evaluation process.

Establishing practice protocols of inclusivity will help dentists avoid AwDA violations

Effective communication and a basic understanding of the Americans with Disabilities Act are important tools to reduce risk and improve care for patients with special needs. One call to TDIC’s Risk Management Advice Line illustrates how AwDA violations might occur when practice protocols are not in place. 

Learning opportunities: CDA experts will discuss LGBTQ+ issues in dentistry, HIPAA compliance and more in San Jose Sept. 7-9

CDA Presents The Art and Science of Dentistry in San Jose September 7-9 will feature opportunities to learn from CDA’s experts and earn C.E. credit.