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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

When patients are angry: de-escalation and risk mitigation are vital tools

Handling unhappy patients can be an unfortunate reality of practice ownership. On the rare occasion anger escalates to aggression, be mindful of your obligation to provide a safe working environment for your employees. Follow guidance for safe and appropriate de-escalation tactics.

Minimize risk of bloodborne pathogen exposure through education and planning

To be compliant with Cal/OSHA standards, California dental practices are required to train any team member who may be exposed to bloodborne pathogens. CDA has resources available to support your practice in achieving compliance.

Dentists can use CDA's new Practice Health Check to examine practice overhead costs this summer

Every quarter, CDA publishes a Practice Health Check focusing on a different topic related to the business side of dentistry. Managing overhead costs is the focus during the third quarter of 2022. CDA members are invited to take the Q3 Practice Health Check consisting of just three questions.