Patient Management


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

Ensuring ethical dental care: Obtaining legal consent for nonverbal adults

Obtaining proper, legal consent for nonverbal adults is of paramount importance in the dental practice. By becoming familiar with local laws, employing effective communication strategies, involving caregivers and advocate, and maintaining documentation, dentists can provide ethical care for a vulnerable population. 

August 9, 2023 Regulatory Compliance

More than money: Weighing the risks and benefits of patient refunds

When offering refunds to dental patients, it is essential to have clear policies and procedures in place. Refund policies should be communicated clearly to patients, so they understand under what circumstances refunds will be offered and what documentation may be required.

July 17, 2023 Practice Management

Dentists can use CDA’s new Practice Health Check to evaluate patient financial management

Every quarter, CDA publishes a Practice Health Check focusing on a different topic related to the business side of dentistry. Patient financial management is the focus in the third quarter of 2023. CDA members are invited to take the Q3 Practice Health Check consisting of just three questions.

June 28, 2023 Regulatory Compliance

Positive communication in the dental practice reduces risk and improves outcomes

A breakdown in communication is often the underlying factor in negative online reviews, lawsuits or complaints. TDIC’s Risk Management analysts explain how a confirming communication climate in the dental office reduces risk and share ways to create one.

April 25, 2023 Practice Management

Haste, pressure and staffing shortages contribute to costly mistakes

Identity or treatment plan mistakes can occur in any dental practice. Research by TDIC’s analysts reveals the most commonly occurring elements are referral slip errors, performance or production pressure and staffing shortages. Prevention requires a proactive approach.

March 9, 2023 Practice Management

CDA reminds dentist employers of the importance of meal and rest breaks

CDA encourages its members to take a proactive approach to employee meal and rest break compliance. Doing so requires an understanding of the regulations involved and communicating with employees about them.

January 25, 2023 Practice Management

CDA Journal editorial about emotional understanding in the dental office receives William J. Gies Editorial Award

“Sad or Mad: Fear and Loss of Control in the Pandemic,” an editorial by Kerry K. Carney, DDS, CDE, that appeared in the April 2021 Journal of the California Dental Association, is the first-place recipient of the 2021 William J. Gies Editorial Award.

October 17, 2022 Patient Management

Dentists can use CDA’s new Practice Health Check to evaluate dental plan participation this fall

Every quarter, CDA publishes a Practice Health Check focusing on a different topic related to the business side of dentistry. Evaluating dental benefit plan fees, costs and billing tools is the focus during the fourth quarter of 2022. CDA members are invited to take the Q4 Practice Health Check consisting of just three questions. 

October 6, 2022 Practice Management

When patients are angry: de-escalation and risk mitigation are vital tools

Handling unhappy patients can be an unfortunate reality of practice ownership. On the rare occasion anger escalates to aggression, be mindful of your obligation to provide a safe working environment for your employees. Follow guidance for safe and appropriate de-escalation tactics.

August 8, 2022 Practice Management

Patient dismissals: Why, when and how

Questions arise regarding if and when dentists should consider dismissing patients. Recent calls to TDIC’s Advice Line showcase the unique complexities of dismissing patients prior to completion of treatment.

June 2, 2022 Practice Management

Dentists required by new law to use updated informed consent form

Gov. Gavin Newsom signed legislation that revises language in the written informed consent form that dentists must provide to patients prior to administering general anesthesia and deep or moderate sedation. Although the new law does not impact the practice of dentistry, dentists should ensure that beginning Jan. 1, 2020, they are using a consent form that is compliant with the new law.

October 23, 2019 Regulatory Compliance