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

A customizable checklist and suggested first-week schedule to provide a new associate with all the information and tools they need so that they can be confident and successful from day one. 

The interview process provides an opportunity for both the practice owner and associate candidate to assess whether their working relationship will be compatible. Get tips in this resource.

General information and guidance to help you evaluate prospective partners if you are considering forming a group or multi-owner practice.

Dental-checklists

Whether you’re looking for an opportunity as an associate dentist or looking to hire an associate dentist, take a look at the tools available to assist you with your hiring and onboarding needs.

Resource Library

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

Practice Management News

September 25, 2024
What about political discussions in the dental practice?

Election season brings countless charged conversation topics that can polarize the friendliest practice teams.

California dental practices that offer commercial third-party credit cards or other financing products to patients to help them complete their treatment plans must ensure they follow the state laws specifying when and how they can offer these credit products. A required notice must precede the credit arrangement and must include very specific language.
September 9, 2024
Follow the law when offering commercial credit to patients

Dental practice owners are under no obligation to extend credit to patients, and they can require payment at the time...

Creating a Culture of Safety in Dentistry Journal California Dental Association
August 15, 2024
CDA Journal examines quality improvement and risk management in dentistry

This collection of articles is intended as a “catalyst for dental teams” to take immediate steps toward offering patients the safest dental visit. Articles invite dental teams to examine their current approaches to identify areas needing improvement and to begin employing individual and systemic practices to advance a culture of safety.