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

Summarizes allowed duties and educational requirements for all dental assisting categories.

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.

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.

Analysts at CDA have heard questions from members about EFT enrollment and payments. Here are answers to those questions.   1….

For CDA member convenience, CDA offers a vendor list for three types of products: safety sharps, spore tests/biological indicators and waterline cleaners.

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.

This resource is part of the Regulatory Compliance Manual. Updated August 2026.

Form to gain consent when using employee images or video in your practice marketing materials.

California law designates certain individuals as “mandated reporters” for known or suspected abuse or neglect of a child, elder and dependent adult and incidents of violence. Dentists and members of the dental team are required to acknowledge their responsibility as mandated reporters and to report suspected child or elder abuse and suspected acts of violence.

This resource lists frequently asked questions around the practice of dental benefit plan network leasing/sharing. The resource will provide you with insight into the practice of PPO network buying and leasing/sharing.

Information regarding the requirements to comply with the No Surprises Act which became effective January 1st, 2022.  The No Surprises Act is an effort to protect individuals and provide transparency related to health care costs. Instructions as well as samples of the required notification and the Good Faith Estimate are included.

There are two levels for appealing payment disputes: first with the plan itself, then with the appropriate regulatory agency. This resource provides a detailed list of contacts and appropriate processes to follow.

Summarizes state laws which aim to protect the personal and confidential information of its residents. Laws cover business obligations with regard to personal information, electronic eavesdropping, website tracking and more.

Does a dental plan continuously deny, delay or underpay your claims or repeatedly fail to comply with legal or contractual requirements? Have you exhausted the plan’s internal provider appeal process? If your answer is yes, your next step is to escalate the issue to the dental plan’s regulator.

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. A list of multiple government agencies with cybersecurity resources for small businesses and healthcare entities is included below.

Leave covered under the California Family Rights Act (CFRA) must be designated as CFRA-protected and the employer must inform the employee of the amount of leave that will be counted against the employee’s CFRA leave entitlement within five days of the employee’s request.

Checklist to help guide a dentist in determining if participation with a new plan fits their model/scope of dentistry, and what to review when evaluating existing plans accepted in the dentist.

Information and options for managing medical, hazardous, and universal wastes. Includes a list of mail-back vendors.

As a member service, CDA has compiled a list of dental plans from the Department of managed Health Care website.

The quickest and easiest way to verify dental benefits for your patients is through the dental plans’ convenient online portal access where you can view, download, and print a patient’s benefit breakdown. This form may be used when verifying patients' dental benefits via telephone or to supplement the information provided on the dental plan’s online portal.

Q&A on state and federal DEA requirements for prescribing, dispensing and administering controlled substances and non-controlled substances and on CURES, the state’s controlled substance database. Includes prescription form requirements and sample forms to obtain consent to prescribe controlled substances to a minor.

Overview of the payment arrangements to consider once an Associate begins providing treatment in a dental practice. 

This information aims to assist members in safeguarding themselves by outlining the steps they can take when faced with attempted scams.

Short-term employees are considered employees by the State of California and require additional documentation. This toolkit covers hiring, paying and terminating temporary employees.

This guidance outlines what you need to know when bringing non-traditional workers, temporary employees, minors and observers into the practice, including wage and hour obligations, supervision requirements, patient confidentiality, workplace safety, insurance considerations, and best practices for reducing risk.