Resources

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.

Additional lab costs don't always have to be written off when a patient selects an upgraded service or material. Follow these tips and utilize this form to inform patients of their potential additional financial responsibility.

This is a checklist of required patient and public notifications and disclosures.

This form is designed for internal office use only. It should not be shared with the patient and is intended to provide the practice with a way to document personal information about the patient to help refresh staff members’ minds prior to the patient visiting the practice.

Understand how a patient portal can assist your practice with patient communication, record-keeping and overall office efficiency with this resource. Use our checklist to evaluate your practice’s need for a patient portal and valuable features to consider before implementation.  

Format and content, patient access to records and requests to amend, disclosure of information, data breach notification, retention and disposal, transferring records in a sale.

Patient records, communication and marketing considerations and requirements for the new practice owner. This resource includes HIPAA security requirements.

Summary of records release rules with customizable sample form. Patients have the right to access their record and can request paper, film or electronic copies.

Includes information on this patient right to restrict disclosure of patient health information to a dental benefit or health care plan and a sample form to use for a patient who requests such a restriction.

Describes patient rights and dental practice responsibilities under HIPAA. Patients must be informed of these rights through the distribution of the covered entity’s Notice of Privacy Practices.

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. 

Screening patients and other visitors is an essential part of COVID-19 infection prevention. Dental practices must also perform screening in compliance with Cal/OSHA regulations.

This checklist provides an outline of the steps to take when collecting patient testimonials and conducting patient surveys.

Dentists can avoid unnecessary stress by seeking guidance from CDA Practice Support before complying with a dental benefit plan’s request to conduct a post-payment chart review of patient records. 

Common patient collection considerations while working with dental benefit plans.

There are two levels for appealing payment disputes: first with the plan itself, then with the appropriate regulatory agency. This resource provides a detailed list of contacts and appropriate processes to follow.

This document is intended to address frequently asked questions about personal protective equipment (PPE).

Developing a successful marketing plan.

Quick reference chart to understand PPE requirements for dental practices. 

These guidelines offer assistance with the organization of a mutual aid group in the event a dentist suffers a disability or death without the benefit of a pre-written plan.

Template for keeping employees informed of any policy changes and obtaining signed acknowledgements that employees read and understand new policies. 

Guidelines to bring practice equipment on line after closure.

Discusses the role of HIPAA business associate agreements and other steps a dentist can take to ensure the privacy and security of patient information following a practice closure or sale.

A form to document employee’s voluntary declaration of pregnancy and that employee has been informed of facts on occupational radiation exposure and other information.

Use this form for each employee to keep track of the variety of documentation and tracking of other time off available to the employee during such a leave of absence.