Resources

This Call Evaluation form can be used to evaluate and coach team members on effective scheduling and a positive patient experience

This checklist can be used after the unexpected death of a provider. Steps to assist both the staff and family with immediate decisions that need to be made within the first week following a death in a dental practice.

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

Short-term employees are considered employees by the State of California and require additional documentation. This toolkit covers hiring, paying and terminating temporary employees.

Provides recommendations for practice owners to consider to avoid becoming an easy target for a dishonest employee.

California-specific application to help evaluate a candidate’s experience and skills, and information on obtaining authorization for reference checks. 

Consider this checklist a comprehensive overview of areas and tactics to consider when creating your practice’s external marketing plan.

Overview of the payment arrangements to consider once an Associate begins providing treatment in a dental practice.

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

Use this checklist to prepare and manage the hiring process. Thoughtful preparation can reduce your liability; protect your at-will employment relationships; and reduce your odds of negligent hiring claims.

California prescribers are required to use electronic data prescribing for all prescriptions starting Jan. 1, 2022. Legislation, AB 2789, establishing this mandate was passed in 2018. For additional information on how to get started prescribing electronically and on the new rules, refer to Prescribing & Dispensing Q&A.

Copy of California Code of Regulations Title 16 Section 1005, which require written protocols for instrument processing, operatory cleanliness, and injury management. Updated Sept 2011.

This guide includes excerpts from the California Radiation Control Regulations Title 17 and a template for a required written radiation safety plan. Updated Jan 2014.

Term and termination; liability; referrals; utilization review; grievance system

Checklist of the items that should be addressed or considered when forming a group dental practice.

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. 

Summarizes the laws and regulations applicable to California dental practices.

This chapter focuses on HIPAA, Cal/OSHA, environmental regulations and more.

Information about payments, collections and dental benefit plans.

This chapter addresses Patient Considerations including but not limited to: Examination and Diagnosis, Communications and Records.

Provides answers to a series of questions related to employment laws or requirements. Employers are obligated to understand and comply with these laws.

Contains answers to frequently asked questions about the CDPA and compliance.

This Chapter addresses Practice Considerations including but not limited to: Business Structures, Licences & Permits, Contracts, Antitrust, Malpractice, Tax Issues, Office Design and Marketing.

An overview of how to use the complete guide, what laws apply to dentistry and how they work, and what CDA's attorneys can do for you.

Understanding dental plan authority in quality assurance assessment audits, requirements for the dental practice and best practices for patient records.