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.


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 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

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California meal and rest break laws are complex: Employee scheduler software can help

If you are a dental practice owner or employer in California, you must provide your nonexempt employees a 30-minute unpaid,...

April 16, 2024    Practice Management
CDA's Dental Team Summit
Meet the featured speakers of the Dental Team Summit at CDA Presents in Anaheim

Speakers at the inaugural Dental Team Summit during CDA Presents include practice management, dental benefits and leadership experts. Meet three of the speakers who are CDA specialists and gain their insights on key takeaways for summit participants.

March 28, 2024    Practice Management
A woman in scrubs appears is looking at a computer screen and has her hand on the mouse. She appears to be at the front desk of a dental or medical clinic.
Recommended actions for practices affected by Change Healthcare cyberattack

Updated March 12 to include anticipated restoration of services plus information on specific impacts to electronic prescribing and Medi-Cal Dental...

March 7, 2024    Regulatory Compliance