Evaluating a Merchant Credit Card Processor — Checklist Comparing processors to their competitors can be a daunting task. There is no easy way to do an apples-to-apples comparison, but we will provide you with some of the secrets of the trade, including the types of fee and pricing schedules in the marketplace View resource Evaluating a Merchant Credit Card Processor — Checklist
HIPAA Privacy and Security Officers: Overview of 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. View resource HIPAA Privacy and Security Officers: Overview of Responsibilities
HIPAA Breach Assessment and Notification 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. View resource HIPAA Breach Assessment and Notification
Patient Rights, Privacy Practices and Safeguards 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. View resource Patient Rights, Privacy Practices and Safeguards
How to do a HIPAA Risk Analysis 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. View resource How to do a HIPAA Risk Analysis
Employee Personnel Files Guidelines to help a practice build and maintain employee information while securely storing legally compliant files and documents. View resource Employee Personnel Files
Lactation Accommodation: Sample Policy and Compliance Instructions Both CA and federal law require you to reasonably accommodate employees who want to express breast milk at work. View resource Lactation Accommodation: Sample Policy and Compliance Instructions
Dental Practice Marketing and Advertising 101 Essential information on dental practice marketing and advertising, from how to start the marketing process to applicable laws and ethics in California. View resource Dental Practice Marketing and Advertising 101
Clinical Chart Documentation Guidelines This guide demonstrates patient record best practices. Thorough and accurate patient records are one of your most important tools for telling the story of what happens during treatment. View resource Clinical Chart Documentation Guidelines
Alternative Workweek Resources Use these resources when adopting an alternative workweek (AWW) in a dental practice to ensure all details are met and properly reported to the Department of Industrial Relations. Includes checklist, templates and samples for use during AWW implementation. View resource Alternative Workweek Resources
Discount Dispute Letter (Multiple Benefit Plans) This sample letter is for use to respond to a dental plan you are not contracted with claims related to the fee discount of a plan with which you are contracted. View resource Discount Dispute Letter (Multiple Benefit Plans)
Dental Incorporations - What You Need To Know When starting a new business one of the first things to consider is a business structure. Legally, your business structure options include sole proprietorship, general partnership, limited partnership, and corporation. View resource Dental Incorporations - What You Need To Know
Copyright and Trademark Infringement Brief compliance guidelines to consider for your practice website and promoting your practice online. View resource Copyright and Trademark Infringement
Is it a covered benefit? Understanding the noncovered services law Understand the CA law that regulates what dentists can charge patients for procedures that the policy does not cover AB 2275. View resource Is it a covered benefit? Understanding the noncovered services law
Billing dentists: Learn how to properly bill when another dentist performs treatment Understand the risks involved in billing improperly during practice transitions. View resource Billing dentists: Learn how to properly bill when another dentist performs treatment
Planning for Growth with Marketing Developing a successful marketing plan. View resource Planning for Growth with Marketing
Reference checks: A small but important piece of the hiring process Checking references is a small but important piece of the hiring process. This guide covers why an employer should consider checking prior employment as well as other references during the hiring process. This resource includes a form and sample questions. View resource Reference checks: A small but important piece of the hiring process
Sample Voluntary Resignation Letter Use this sample letter template to document an employee’s voluntary resignation. Employers must provide immediate written notice and final pay to the employee upon separation of employment. View resource Sample Voluntary Resignation Letter
Laws on employing minors in California Information provided by CA Labor Commissioner's Office on employing minors. Employers in California must follow applicable laws when employing almost all minors under the age of 18. View resource Laws on employing minors in California
Offer letter: Nonexempt Temporary Employee Use this letter to provide the employee a written offer in advance outlining the terms and timeline of the employment relationship. View resource Offer letter: Nonexempt Temporary Employee
Rules for Communicating via Telephone, Cellphone and Email This is a guide to the rules for communicating via these technologies with patients and other individuals via telephone, cellphone, text message or email. View resource Rules for Communicating via Telephone, Cellphone and Email
Sample Job Advertisement Text Sample advertisement text for common positions in a dental practice. View resource Sample Job Advertisement Text
Sample Employment Interview Questions For use when interviewing candidates. Save and file this form and all other information collected during the candidate selection process to avoid allegations of discrimination. View resource Sample Employment Interview Questions
Recruiting Checklist Checklist of recommended steps when recruiting and hiring new employees. View resource Recruiting Checklist
Records and Documents Retention Guidelines Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more. View resource Records and Documents Retention Guidelines