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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.

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

Hidden dangers: Ethical and legal risks of audio and video recording in the dental office

The recording of conversations between dentists and patients can pose significant risks to dental professionals, including potential HIPAA violations, loss of control over the use of the recording and legal issues related to consent. Dentists should take steps to protect patient privacy, including verbiage prohibiting recording in the office and educating staff members on the potential risks associated with recording conversations.

Positive communication in the dental practice reduces risk and improves outcomes

A breakdown in communication is often the underlying factor in negative online reviews, lawsuits or complaints. TDIC’s Risk Management analysts explain how a confirming communication climate in the dental office reduces risk and share ways to create one.

Get Ready to Learn: CDA experts will cover the state of dentistry, HR compliance and more in Anaheim this May

CDA Presents in Anaheim May 18-20 will feature opportunities to learn from CDA’s experts and earn C.E. credit.