Informed Refusal Form

Informed Refusal of Treatment to be signed by patient, provider and witness to document the discussion between the patient and provider on risks of declining recommended treatment.

Understanding Dental Benefit Plan Coverage

Overview of the types of dental coverage and the differences between dental and medical coverage, in order to aid dentists in explaining dental coverage to patients.

Understanding Dental Benefit Plan Contracts & Fees

Defines the types of plans to consider for your practice, contracting & contract analysis, billing & how to establish fees and more.

Verification and Explanation of Dental Benefit Coverage

Tips for verifying coverage with a patient's plan and providing explanation to help patients interpret benefits, limitations, exclusions, financial responsibility and how to maximize coverage.

Working with Patients and Their Plans

Help patients understand the relationship the practice holds with plans; overview of: in network, out of network, pre-authorization, predetermination, discounts, dual coverage and claims.

Billing Medical Plans

Learn cross-coding: billing medical insurance in a dental office; how to select the correct CPT code and ICD-10 codes when billing medical plans.

Explanation of Benefits

Understand the elements of the Explanation of Benefits and what to look for.

Managing Payment Problems

Learn about your rights and actions you must take when dealing with refund demands made by dental benefit plans.

Understanding the Claim Appeal Process

California law requires every dental plan to have a formal procedure that providers can use to dispute/challenge actions/decisions made by the plan. Overview of plan legal requirements, steps to appealing claims, filing a payment disputes.

Understanding Dental Benefit Plan Audits

Understanding dental plan authority in quality assurance assessment audits, requirements for the dental practice and best practices for patient records. 

Personal Protective Equipment: Questions and Answers

This document is intended to address frequently asked questions about personal protective equipment (PPE).

Face Covering Exemption Medical Certification Form

Employers should develop a policy to accommodate any worker who meets one of the exemptions from wearing a face mask. If a worker is unable to wear a mask due to a medical condition, they should be provided with a non-restrictive alternative, such as a face shield with a drape attached to the bottom edge, for example. Employers may provide this form to an employee to obtain medical certification from their health care provider supporting their request for an accommodation.

Mask and Respirator Types

A visual resource that provides information on various masks and respirators.  A downloadable and printer-friendly version is available.

Introduction to Hand Hygiene

Intro to Hand Hygiene to help protect you and your patients.

July 1, 2020: Paid family leave extended from six to eight weeks

The benefit available through California’s State Disability Service program provides wage replacement to workers who take time off from work for an ill child, spouse, parent, grandparent, sibling, or domestic partner, or to bond with a child within one year of birth or adoption. Employers should update practice policies to reflect the increase.

Evaluating a Merchant Credit Card Processor — Checklist

Comparing processors to their competitors can be a daunting task. There is no easy way to do an apples-to-apples comparison, but we will provide you with some of the secrets of the trade, including the types of fee and pricing schedules in the marketplace

Access To Employee Exposure and Medical Records

Employers must make available to employees this Cal/OSHA regulation on who can and how to access employee exposure and medical records. This copy is included in the Regulatory Compliance Manual as Appendix 2. Updated Sept 2019.

Resources for New Dentists

CDA offers a variety of tools to help you easily navigate the transition into your new profession and your early years.

Hiring Associates Toolkit

Associates may be classified as either an independent contractor or an employee. This toolkit includes information to help you determine how to hire an associate.

What You Need to Know About Dropping Dental Plan Contracts

A guided checklist to assist dentists with things to consider before, during and after withdrawal from a plans network, including sample letters for use in your practice.

Sample Nondisclosure Agreement

Practices should personalize the attached sample language to their practices and confirm that the agreement is consistent with existing policies and procedures.

Patient Rights Under HIPAA

Describes patient rights and dental practice responsibilities under HIPAA. Patients must be informed of these rights through the distribution of the covered entity’s Notice of Privacy Practices.

HIPAA Safeguards

A discussion on HIPAA safeguards – what administrative, technical and physical safeguards are required to be implemented and how to determine if a safeguard is reasonable and appropriate.

HIPAA Business Associate Agreement

Describes HIPAA business associates and the requirement for covered entities such as dental practices to have agreements with them. A sample business associate agreement is included.

Miscellaneous Cal/OSHA Regulations

An overview of other Cal/OSHA regulations for which dental practices have been cited for violating.

Hazard Communication Pictograms Poster

A poster guide to the pictograms and hazard statements required by the Cal/OSHA Hazard Communication regulation.

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