Understanding Common Patient Objections
Use this resource in your monthly team meetings and morning huddles to guide your team in effectively responding to patient concerns and objections.
Buyer Due Diligence: Financial Audit
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.
Established Systems Crucial to Dental Practice Success
How strong are your practice systems? Answer three questions to find out. A dental practice requires clinical expertise and strong…
Required Postings in a Dental Office
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.
July 1, 2025, New California Crime Victims Notice Published
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.
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.
Uses and Disclosures of Patient Health Information
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.
Consent Form for Use or Disclosure of Patient Health Information
Sample form to obtain patient consent for use or disclosure of patient information as required by HIPAA and state law.
Water fluoridation: It’s beneficial, safe and saves money
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.
Financial Agreement and Consent Form
Tool to utilize during the patient financial discussion to document financial options presented, patient obligation and financial consent.
Credit Card Authorization Form
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.
New Patient Information Collection
Information a dental practice should collect when creating a New Patient Form during the initial new patient phone call.
Immigrant Patients and ICE Enforcement
Resources to support patient rights regarding immigration enforcement.
Safety Sharps Providers
Dental practices must regularly evaluate the appropriateness of using safety sharps. A dental practice must either use the safety sharps or document the reason why they are not used.
Records and Documents Retention Guidelines
Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more.
Minimum Wage and Paid Sick Leave Ordinances by City/County
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.
Meal and Rest Break Considerations and Sample Policy
Assists with drafting specific break policies for your practice that are compliant with California laws.
Exempt Employee Classification Compliance Checklist
Checklist to help determine if a position meets the exempt (salaried) employment classification.
Cybersecurity Toolkit
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.
What To Do After a Cyber Incident
Once the immediate chaos of a cyberattack is under control, it’s time to focus on restoring systems and learning from the incident in order to be better prepared.
How to Choose a Cybersecurity Savvy IT Provider for Your Dental Practice
Learn how to find an IT service provider that is proactive in protecting your dental practice information and systems.
Are Your Vendors Putting Your Practice at Risk?
Know the questions to ask to determine whether vendors are putting your practice at risk.
Cyber Incident Response Steps
Steps to follow when your dental practice experiences a cyber incident that impacts your ability to access patient information.
Top 5 Cybersecurity Mistakes Small Dental Practices Make (and How To Fix Them)
Get to know how to fix the top 5 cybersecurity mistakes a small dental practice can make.
Helping Your Out-of-state-trained Dental Assistant to Become a California Registered Dental Assistant
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.
Steps To Becoming a California Registered Dental Assistant
Steps to becoming an RDA changed significantly in 2025. Use this resource as a checklist.