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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.

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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.

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Resource Library

Access an online library of downloadable articles, guides, templates, checklists and forms.

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Practice Management News

Romance, risks and regret: The drama of interoffice dating

Outside the workplace, romance may know no bounds. But, if an office romance ends badly, the collateral damage could be much more than you or your practice’s reputation can afford. See case studies and get guidance.

Romantic relationships with patients: Your obligation as the employer

Is it ever okay to date patients? The unqualified answer is simply no. When it comes to matters of the heart, however, objectivity can be compromised. Read a case study from The Dentists Insurance Company, and learn steps you can take as a practice owner.

Q4 Practice Health Check: Reviewing benefit claims processes and code changes for 2022

A new CDA Practice Health Check can help dental practices prepare for the American Dental Association’s CDT code changes for 2022. The ADA updates CDT codes annually, and failure to review the changes could lead to unnecessary claim denials and delays.