Practice Management

You have your own unique vision of what makes an ideal practice. Detail and document your vision with our sample business plans. Use step-by-step checklists for opening, transferring ownership or closing a practice. Get helpful marketing tips, patient education tools and more.

PRACTICE MANAGEMENT

Top Resources

Sample informed consent forms to aid in the face-to-face informed consent discussion between the dentist and patient. Available in English, Chinese, Japanese, Korean, Russian,…

Checklist to ensure you have the supplies necessary to practice safely.

Both state and federal law regulate the management of patient records and the information contained therein. 

Dental-checklists

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.

Resource Library

Access an online library of downloadable articles, guides, templates, checklists and forms.

Practice Management News

New reporting requirement for most dental practice owners under Corporate Transparency Act

Owners of small businesses with fewer than 20 employees are newly required to report their ownership information to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network in compliance with the federal Corporate Transparency Act. 

January 23, 2024    Regulatory Compliance
Medical and Dental Health Histories Play a Crucial Role in Reducing Risk

Obtaining and regularly updating medical and dental health histories for every patient is a cornerstone of ethical and responsible dental care. Risk management experts have identified six ways that maintaining accurate health histories protects your patients and practice.

November 7, 2023    Practice Management
Dentists can use CDA’s new Practice Health Check to ensure accurate dental plan billing

Every quarter, CDA publishes a Practice Health Check focusing on a different topic related to the business side of dentistry. Dental plan benefits are the focus in the fourth quarter of 2023. CDA members are invited to take the Q4 Practice Health Check evaluating one key question.

October 4, 2023    Practice Management