Resource Library

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

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Patient Care

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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.

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Dental Benefit Plans

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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.

Dental benefit questions? Get expert advice.

Share issues and get support from expert analysts.

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Practice Management

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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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Employment Practices

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What to Expect When Your Employee is Expecting

When an employee tells you they are pregnant, you must be prepared. As a California employer, you must be well-versed in the various leave entitlements, documentation obligations, and wage replacement benefits your employees may qualify for.

CFRA Leave Documentation Checklist – For Employer Use Only

Checklist to ensure completion of all necessary documentation for an employee's CFRA leave request. For employer use only.

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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Regulatory Compliance

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Respirator Fit Testing Requirements

Summary of the Cal/OSHA requirements for medical evaluation and fit testing tight-fitting respirators such the N95 and elastomeric respirators.

How to do a HIPAA Risk Analysis

This is the third of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

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.

Are you in compliance?

Stay informed about the upcoming dates and deadlines.