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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

Steps to improving patient care and practice workflows through e-prescription software

Nearly one year has passed since California dentists and other health care providers began electronically prescribing all medications in compliance with state law. Hopefully, processes have been much more efficient for you and your patients, but don’t wait to evaluate your options.

Sad or Mad: Fear and Loss of Control in the Pandemic CDA Journal editorial about emotional understanding in the dental office receives William J. Gies Editorial Award

“Sad or Mad: Fear and Loss of Control in the Pandemic,” an editorial by Kerry K. Carney, DDS, CDE, that appeared in the April 2021 Journal of the California Dental Association, is the first-place recipient of the 2021 William J. Gies Editorial Award.

In case of emergency, preparedness is key

In dentistry, optimal patient safety exists when all members of the dental team actively work together to ensure the well-being of each patient. When a crisis does arise, a prepared team is an effective team.