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Resource Library

Browse our online library of downloadable articles, guides, templates, checklists and forms.

COVID-19 Mask, Screening and Physical Distancing FAQ

Answers to members’ top questions about physical distancing, patient screening, the use of face coverings, and other COVID-19 prevention requirements.

Vaccine Medical Exemption

Use this form to document an employee's request for accommodation from a mandatory vaccine for a medical exemption.

Why Do Dental Plans Conduct Credentialing

Dental plans conduct credentialing, which is the collection and verification of an applicant’s professional qualifications such as relevant training, licensure, certification, and/or registration to practice in a health care field and academic background, as well as an assessment of whether the practitioner meets certain criteria relating to professional competence and conduct.

Patient Records - Requirements and Best Practices

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.

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.

Dental benefit questions? Get expert advice.

Share issues and get support from expert analysts. 

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Legal Reference Guide for California Dentists - Chapter 1, Introduction

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.

Effective External Marketing Strategies Checklist

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

Communicating Radiation Safety to Your Patients

Are you confident your patients understand the necessity of diagnostic X-rays? Here are some of the questions you may get from patients and guidance on how to best respond.

Dental Software Transition Checklists

Whether you are transitioning from paper to electronic records or switching software, you will benefit from the information provided in these checklists.

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Job Descriptions: Best Practices & Sample Templates

Best practices for developing a job description outlining required qualifications, expectations and job duties for every employee. Includes sample descriptions for key positions in the dental practice.

Dentists Should Be Prepared When an Employee Seeks A Disability Accommodation

Use this resource to help navigate and document the interactive process for reasonably accommodating an employee with a disability. ​​

30-60-90 Day Performance Evaluation

Studies show employee retention increases when employers invest in the initial first months of employment. Doing reviews at the first 30, 60, and 90 days of an employee's tenure with a practice is a great way to provide them with feedback on their performance, and it offers them the opportunity to tell you what is going well and where they need help. Use this form to conduct and document 30-60-90-day reviews with your new employee.  

CFRA Guidance

Dental practice owners should be aware and prepared for major changes to California’s Family Rights Act that go into effect Jan. 1, 2021.

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Radiation Safety FAQ

FAQ on x-ray machine registration and inspections. This resource is part of the Regulatory Compliance Manual. Updated Nov 2018.

Prescribing and Dispensing Q&A

Q&A on state and federal DEA requirements for prescribing, dispensing and administering controlled substances and non-controlled substances. Includes prescription form requirements.

Patient Screening

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.

Are you in compliance?

Stay informed about the upcoming dates and deadlines.

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