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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

Graduate of dental assistant training program a 'wonderful asset' to San Francisco dentist's mature practice

Dental assistant training programs are successfully placing graduates in California dental practices. One recent graduate, Liz Martinez, changed her career as a result of the COVID-19 pandemic and is now employed by a dental practice in San Francisco.

Invest in interviewing to reduce risk of bad hires

Dental staffing shortages may make it tempting to offer a position to the first person who turns in an application, but a measured approach to hiring is recommended. Time and planning invested in your practice’s hiring process will save you money, maintain consistency and reduce risks of bad hires.

Assistance from CDA’s vetted partners for your dental practice at CDA Presents Anaheim

Business experts vetted by CDA will be on hand to provide learning opportunities and answer your questions at CDA Presents Anaheim from May 12-14.