This section provides essential guidance for the new employer including an onboarding template with a list of required documents and all essential activities from day one of practice ownership. 

Checklist to help prepare for planning an optimal new employee orientation and onboarding process, including lists of forms, acknowledgements and brochures required in CA.

Recommended weekly training plan and tasks. Record patient chart numbers, discussion notes and signatures to document completion of all tasks.

Information a dental practice should collect when creating a New Patient Form. Annual verification should be done to verify if any changes are needed, such as employer or contact info.

Comprehensive guidance and templates for gathering new patient information.

Overview of requirements and compliance aids for this ACA requirement. 

CDA recommends the use of an offer letter in conjunction with a verbal offer of employment.

CDA recommends the use of an offer letter in conjunction with a verbal offer of employment.

Employers can find updated information for 2023 payroll withholding on the EDD website.

Enforcement of this rule, which is to improve patient access to their electronic health information, is expected to commence on this date. For more information see “Information Blocking Rule Q&A.”

The United States Equal Employment Opportunity Commission (“EEOC”) released the “Know Your Rights” poster. This new poster replaces the previous “EEO is the Law” poster which employers are required to display. The EEOC explains that the updated “Know Your Rights” poster is available in both English and Spanish, and will be available in additional languages at a later date.  CDA Members should print and affix the new poster over the “EEO is the Law” poster contained in the 2021-2022 Required Poster Set. 

Use this letter to provide the details of rate of pay, job title, classification, and start date and time when offering employment to a potential salaried employee.

Use this letter to document an hourly employees terms of the employment relationship in advance of the employees start date. A written offer must be provided prior to conducting a background check.

Use this letter to provide the employee a written offer in advance outlining the terms and timeline of the employment relationship.

This resource will introduce you to the basics of offering an in-house discount plan. These in-house discount plans offer patients some form of dental coverage or benefit to offset their out-of-pocket cost making it more likely that they will accept a treatment plan. Offering an in-house discount plan can assist with attracting new patients and help retain existing patients, particularly those patients without any form of dental coverage.

Dental practices that offer patients commercial credit financing products (credit cards, lines of credit or loans) in the dental office are required to disclose certain information and are prohibited from specific practices. 

Use this form on a quarterly basis to evaluate the appearance of your practice.

Best practices to manage online reviews and social media accounts.

How-to for office closure, reopening; product-specific use.

Bundled resources to guide operatory disinfection in the dental practice.

Display this poster in the operatory for quick reference on effective operatory disinfection. 

This document provides sample language for obtaining a patient’s acknowledgment of responsibilities and receipt of information, for obtaining a patient’s affirmation that provided information is correct and the patient agrees to treatment and payment terms.

Tools for communicating with patients before and during appointments.

Reach out to your patients to discuss the importance of COVID-19 vaccination utilizing this email template.

There are many options to choose from, and when researching which options your practice will offer, you will likely come across practice owners who have had much success with certain methods and others who have had negative experiences with the same systems.