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.

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.

Adding an associate dentist to your practice can bring in new patients, extend office hours and expand treatment options. Whether you have an existing associate dentist in your practice or plan on adding one in the future, there is a proper way to add an associate to your practice and submit claims to dental benefit plans.

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.

Identifies California laws and clarifies office policies and benefits related to holiday pay throughout the year.

One of the easiest and most effective ways to protect your practice is by turning on multi-factor authentication (MFA) wherever possible. Learn why MFA is important.

Artificial intelligence is becoming part of everyday dental practice operations – from diagnostic tools to patient communication and even hiring….

The Cybersecurity Toolkit equips dental practices with essential support to prepare for, respond to and recover from cyberattacks. It includes practical checklists, response plans and step-by-step expert guidance to help safeguard patient data and keep your practice up and running.

Yes, updates are a hassle. But skipping them could cost you a lot more. Learn how to manage the process and improve your system security.

This checklist provides an overview of what dental practices need to do to comply with the Dental Board, occupational safety, employment, environmental, radiation safety, patient privacy, information security, and general business requirements. This list offers general information and does not take the place of legal advice. This list is not exhaustive, and each item may not be applicable to every situation.

Scammers want you to click on their email. Here’s how to recognize and stop them.

Learn how to reduce risk when access to systems needs to be shared in your dental practice.

Front office staff are often the unsung heroes of a dental office. They juggle appointments, paperwork, and greet every patient with a smile. But there’s one more role they play that’s easy to overlook: front-line cybersecurity defender.

Customize this form to create a dental practice’s notice, which must be updated by Feb. 16, 2026. It must have specified elements. Provide the notice to new patients and collect an acknowledgment of receipt. Post it in the practice and on the practice website. Notify current patients of the updated notice.

Exit interviews are a valuable tool for dental practice owners to gain honest feedback from departing team members. They help to uncover workplace trends, identify areas for improvement and strengthen employee retention strategies.

The Registered Dental Assistant Training Schedule is essentially a calendar to help keep track of the training process for an RDA Preceptee over a period of twenty weeks, including online continuing education course assignments.

This is a handbook contains summary of key information and requirements of the Medi-Cal Dental Program program.

Cal/OSHA has issued a July 2025 update to its required “Safety and Health Protection on the Job” notice. Practice owners…

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.

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

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.