Artificial intelligence is becoming part of everyday dental practice operations – from diagnostic tools to patient communication and even hiring….

The Cybersecurity Toolkit equips dental practices with essential support to prepare for, respond to and recover from cyberattacks. It includes practical checklists, response plans and step-by-step expert guidance to help safeguard patient data and keep your practice up and running.

Yes, updates are a hassle. But skipping them could cost you a lot more. Learn how to manage the process and improve your system security.

This checklist provides an overview of what dental practices need to do to comply with the Dental Board, occupational safety, employment, environmental, radiation safety, patient privacy, information security, and general business requirements. This list offers general information and does not take the place of legal advice. This list is not exhaustive, and each item may not be applicable to every situation.

Scammers want you to click on their email. Here’s how to recognize and stop them.

Learn how to reduce risk when access to systems needs to be shared in your dental practice.

Front office staff are often the unsung heroes of a dental office. They juggle appointments, paperwork, and greet every patient with a smile. But there’s one more role they play that’s easy to overlook: front-line cybersecurity defender.

One of the easiest and most effective ways to protect your practice is by turning on multi-factor authentication (MFA) wherever possible. Learn why MFA is important.

Customize this form to create a dental practice’s notice, which must be updated by Feb. 16, 2026. It must have specified elements. Provide the notice to new patients and collect an acknowledgment of receipt. Post it in the practice and on the practice website. Notify current patients of the updated notice.

Exit interviews are a valuable tool for dental practice owners to gain honest feedback from departing team members. They help to uncover workplace trends, identify areas for improvement and strengthen employee retention strategies.

The Registered Dental Assistant Training Schedule is essentially a calendar to help keep track of the training process for an RDA Preceptee over a period of twenty weeks, including online continuing education course assignments.

This is a handbook contains summary of key information and requirements of the Medi-Cal Dental Program program.

Cal/OSHA has issued a July 2025 update to its required “Safety and Health Protection on the Job” notice. Practice owners…

Lists posters required at dental offices and required pamphlets. Poster sets are distributed to practice owners biennially. This resource is part of the Regulatory Compliance Manual. Updated January 2024.

The promotion of dental software using artificial intelligence seems overwhelming as vendors and others promote the benefits of their use. The benefit potential of artificial intelligence is high but so are the risks if users implement it without knowing its limitations and potential risks. The dental practitioner must be able to separate the hype from reality, be cognizant of applicable laws and regulations and be transparent with patients and employees when using artificial intelligence in clinical decision-making and procedures, along with administrative functions. This article highlights current laws and regulations and how they impact a dentist’s use of artificial intelligence. It will be reviewed and updated regularly.

Describes items dentists should consider when contemplating the use of video surveillance cameras at the practice. Sample notification language for patients and employees included.

Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more.

Guidelines to help a practice build and maintain employee information while securely storing legally compliant files and documents.

HIPAA and California law require individuals be notified when specified personal information, including health and medical insurance information is breached. This article summarizes the requirements and provides a checklist of steps to follow when patient information may have been breached or accessed without authorization.

Developed to assist dentists in understanding the contents of a typical agreement. Many common contract terms and conditions are included in this sample with considerations provided for those areas that may be ambiguous. 

Use this toolkit to cover key steps in the due diligence process before buying a dental practice. Once the acquisition is underway, the toolkit will guide you through until the purchase is finalized, with actionable items that can be delegated to your new dental team.

Sample form to request a consultation with a patient’s physician which may be necessary particularly for patients who have chronic conditions.

When it comes to dental care, patient satisfaction is key, However, despite our best intentions, things may not always go…

A new California law, SB 1061, preventing most health care debt from being shared with credit reporting agencies, officially went into effect on January 1, 2025. However, the requirement to include specific language in patient financial agreements takes effect July 1, 2025.

Starting July 1, 2025, an individual can become a California registered dental assistant through a new preceptorship pathway.

Steps to becoming an RDA changed significantly in 2025. Use this resource as a checklist.