Developed to be used specifically in a dental practice this template reflects policies in the areas of discrimination, harassment and retaliation prevention and training requirements, pregnancy disability leave, meal and rest break requirements and more. Updated for 2025.

This quick-reference chart will help you understand the key points of nine new laws and one privacy protection law in California and the required actions for employers. Use it along with linked CDA resources to start your path to compliance.

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.

The first four PowerPoint presentations listed below are intended to instruct dental practice HIPAA privacy and security officers on their responsibilities under HIPAA and state privacy and security laws. The fifth and last PowerPoint presentation listed below can be used in combination with a dental practice’s written policies and procedures to train the office workforce (includes students and others).

This PowerPoint presentation can be used in conjunction with the dental practice’s written policies and procedures to train staff on compliance with HIPAA and state laws.

This is the fourth of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

This is the third of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

This is the second of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

This is the first of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

Individual cities and counties across California have passed local ordinances relating to minimum wage and sick leave laws — with eligibility rules varying from city to city. Check with local city government as to whether any local minimum wage ordinances may apply to employees in your practice. Periodically check local websites as rates in these cities could change at any time.

An employee emergency contact form is an onboarding form that employees can fill out to provide you with their emergency contact information in the event of a practice emergency. Employees may also provide any other information that they think you might need to know in case of an emergency, such as food allergies or allergies to any medications.

Keep this form organized in your employee confidential personnel records and review and update annually.

A summary of state required employee training that employers are required to provide  and related requirements. Does not include training required for licensure or license renewal.

A list of local public health department orders related to COVID-19 vaccination and masking and to mandatory influenza vaccination which affect dental practices within their respective jurisdiction.

A dentist may separate from practice for many reasons, from leaving a group to go into solo practice (or vice versa), determining the office just isn’t the best fit or simply relocating to another region. The checklist that follows is meant as a general guide for associates and does not take the place of legal advice specific and applicable to your situation.

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.

Adding an associate dentist to your practice can bring in new patients, extend office hours and expand treatment options. Whether you have an existing associate dentist in your practice or plan on adding one in the future, there is a proper way to add an associate to your practice and submit claims to dental benefit plans.

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.

Identifies California laws and clarifies office policies and benefits related to holiday pay throughout the year.

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.

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.