All employers are required to provide a set amount of paid sick leave (PSL) to employees who work California. The law establishes minimum requirements, but employers have options with how they provide and manage the time. 

This toolkit covers recruiting, interviewing, hiring and onboarding, and provides a general list of basic hiring documents. 

Checklist to help prepare for planning an optimal new employee orientation and onboarding process, including lists of forms, acknowledgements and brochures required in CA.

An employee emergency contact form is an onboarding form that employees can fill out to provide you with their emergency contact information in the event of a practice emergency. Employees may also provide any other information that they think you might need to know in case of an emergency, such as food allergies or allergies to any medications.

Keep this form organized in your employee confidential personnel records and review and update annually.

Gauge your understanding of leave management and learn the potential risks of getting it wrong.

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.

Individual cities and counties across California have passed local ordinances relating to minimum wage and sick leave laws — with eligibility rules varying from city to city. Check with local city government as to whether any local minimum wage ordinances may apply to employees in your practice. Periodically check local websites as rates in these cities could change at any time.

By March 30, 2026, employers must allow employees to designate an emergency contact or collect this information from new hires…

Starting on February 1, 2026, and annually thereafter, employers must provide each current and new employee with a stand-alone written Workplace Know Your Rights Act Notice via regular communication methods (e.g., in person, email, or text). Employers must provide the notice in the language typically used for work-related communications.

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

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.

The promotion of dental software using artificial intelligence seems overwhelming as vendors and others promote the benefits of their use. The benefit potential of artificial intelligence is high but so are the risks if users implement it without knowing its limitations and potential risks. The dental practitioner must be able to separate the hype from reality, be cognizant of applicable laws and regulations and be transparent with patients and employees when using artificial intelligence in clinical decision-making and procedures, along with administrative functions. This article highlights current laws and regulations and how they impact a dentist’s use of artificial intelligence. It will be reviewed and updated regularly.

Developed to be used specifically in a dental practice this template reflects policies in the areas of discrimination, harassment and retaliation prevention and training requirements, pregnancy disability leave, meal and rest break requirements and more. Updated for 2025.

This quick-reference chart will help you understand the key points of nine new laws and one privacy protection law in California and the required actions for employers. Use it along with linked CDA resources to start your path to compliance.

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.

The first four PowerPoint presentations listed below are intended to instruct dental practice HIPAA privacy and security officers on their responsibilities under HIPAA and state privacy and security laws. The fifth and last PowerPoint presentation listed below can be used in combination with a dental practice’s written policies and procedures to train the office workforce (includes students and others).

This PowerPoint presentation can be used in conjunction with the dental practice’s written policies and procedures to train staff on compliance with HIPAA and state laws.

This is the fourth 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. 

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. 

This is the second 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. 

This is the first 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. 

A summary of state required employee training that employers are required to provide  and related requirements. Does not include training required for licensure or license renewal.

A list of local public health department orders related to COVID-19 vaccination and masking and to mandatory influenza vaccination which affect dental practices within their respective jurisdiction.

A dentist may separate from practice for many reasons, from leaving a group to go into solo practice (or vice versa), determining the office just isn’t the best fit or simply relocating to another region. The checklist that follows is meant as a general guide for associates and does not take the place of legal advice specific and applicable to your situation.

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.