Describes items dentists should consider when contemplating the use of video surveillance cameras at the practice. Sample notification language for patients and employees included.

Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more.

Guidelines to help a practice build and maintain employee information while securely storing legally compliant files and documents.

HIPAA and California law require individuals be notified when specified personal information, including health and medical insurance information is breached. This article summarizes the requirements and provides a checklist of steps to follow when patient information may have been breached or accessed without authorization.

Developed to assist dentists in understanding the contents of a typical agreement. Many common contract terms and conditions are included in this sample with considerations provided for those areas that may be ambiguous. 

Use this toolkit to cover key steps in the due diligence process before buying a dental practice. Once the acquisition is underway, the toolkit will guide you through until the purchase is finalized, with actionable items that can be delegated to your new dental team.

Sample form to request a consultation with a patient’s physician which may be necessary particularly for patients who have chronic conditions.

When it comes to dental care, patient satisfaction is key, However, despite our best intentions, things may not always go…

A new California law, SB 1061, preventing most health care debt from being shared with credit reporting agencies, officially went into effect on January 1, 2025. However, the requirement to include specific language in patient financial agreements takes effect July 1, 2025.

Starting July 1, 2025, an individual can become a California registered dental assistant through a new preceptorship pathway.

Steps to becoming an RDA changed significantly in 2025. Use this resource as a checklist.

Use this resource help an out-of-state trained dental assistant plan to become a California registered dental assistant without enrolling in a full-time educational program. New paths available July 1, 2025.

Use this sample letter to notify contracted dental plans of your practice sale and intent to terminate plan participation.

Use this resource in your monthly team meetings and morning huddles to guide your team in effectively responding to patient concerns and objections.

Inspecting a dental practice’s financials is an essential part of the due diligence process before making a purchase decision. Use this guide to conduct a thorough financial audit.

How strong are your practice systems? Answer three questions to find out.  A dental practice requires clinical expertise and strong…

Lists posters required at dental offices and required pamphlets. Poster sets are distributed to practice owners biennially. This resource is part of the Regulatory Compliance Manual. Updated January 2024.

On July 1, 2025, California’s Civil Rights Department (CRD) released the official Model Crime Victims Notice, titled “Survivors of Violence and Family Members of Victims Right to Leave and Accommodations.” Employers must provide the new notice to all employees upon hire, annually, upon request by an employee, and when an employee discloses that they or their family member is a victim of crime.

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

Both federal and state laws protect patient health information (PHI) in part by establishing rules for its use and disclosure. This article reviews those rules.

Sample form to obtain patient consent for use or disclosure of patient information as required by HIPAA and state law.

When water fluoridation ends, tooth decay and costs for dental care rises. This resource highlights the latest research and important reasons for community water fluoridation, including a review of its safety and support by the most respected voices in health and medicine. Providers can use this evidence-based resource to engage with hesitant patients and promote oral health equity.

Tool to utilize during the patient financial discussion to document financial options presented, patient obligation and financial consent.

Utilize this form when offering patients automatic credit card payments. Be certain to comply with your merchant card processor's security standard for this type of payment.

Information a dental practice should collect when creating a New Patient Form during the initial new patient phone call.

Resources to support patient rights regarding immigration enforcement.