Practice Startup Checklist

Guidelines to bring practice equipment on line after closure.

Introduction to Hand Hygiene

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

Opening & Closing Dental Facilities Checklist

How-to for office closure, reopening; product-specific use.

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.

Sample Employee Photograph Authorization Form

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

Patient Financial Responsibility for Elective Upgraded Services

Additional lab costs don't always have to be written off when a patient selects an upgraded service or material. Follow these tips and utilize this form to inform patients of their potential additional financial responsibility.

Delta Dental Litigation Summary

CDA has achieved a favorable settlement on behalf of dentists in our litigation against Delta Dental. CDA took a stand on your behalf — to protect your right to fair dealings — and we succeeded.

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

January 31, 2020: New version of the I-9 employment eligibility verification form

As of Jan. 31, 2020, employers should begin using the Form I-9. The new version is dated 10/21/2019 but will not become mandatory until May 1. 

January 1,2020: Expanded lactation accommodation requirements

All employers must provide a private lactation location other than a bathroom, near the employee's work area. This new law requires the location to have certain mandatory features, requires employers to have a written lactation accommodation policy, changes the ability to claim an exemption, and expands the available penalties.

January 1, 2020: New minimum wage requirements, increases for CA, some cities

The minimum wage for a large employer with 26 or more employees in California will increase from $12 per hour to $13 per hour, and employers with 25 or fewer employees will increase from $11 per hour to $12 per hour on Jan. 1, 2020. Some cities and counties have their own ordinances beyond what is required by state law, with more expected to follow. CDA provides a guide to minimum wage ordinances by city and county and employers are advised to check with their local jurisdictions to ensure they are in compliance.

Discount Dispute Letter (Multiple Benefit Plans)

This sample letter is for use to respond to a dental plan you are not contracted with claims related to the fee discount of a plan with which you are contracted.

Copyright and Trademark Infringement

Brief compliance guidelines to consider for your practice website and promoting your practice online.

Is it a covered benefit? Understanding the noncovered services law

Understand the CA law that regulates what dentists can charge patients for procedures that the policy does not cover AB 2275.

Reference checks: A small but important piece of the hiring process

Checking references is a small but important piece of the hiring process. This guide covers why an employer should consider checking prior employment as well as other references during the hiring process. This resource includes a form and sample questions.

Laws on employing minors in California

Information provided by CA Labor Commissioner's Office on employing minors. Employers in California must follow applicable laws when employing almost all minors under the age of 18.

Call Evaluation Form

This Call Evaluation form can be used to evaluate and coach team members on effective scheduling and a positive patient experience

Office Environment Evaluation Form

Use this form on a quarterly basis to evaluate the appearance of your practice.

Recognizing and Reacting to Employee Embezzlement

Provides recommendations for practice owners to consider to avoid becoming an easy target for a dishonest employee.

Effective External Marketing Strategies Checklist

Consider this checklist a comprehensive overview of areas and tactics to consider when creating your practice’s external marketing plan.

Dental Software Transition Checklists

Developed by a long-time information technology veteran and electronic health records expert, these checklists will help you start the transition to a new software.

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.

August 21, 2019: Hazardous pharmaceutical waste prohibited from disposal down the drain.

EPA’s newest rule requires healthcare facilities and other businesses that generate pharmaceutical hazardous waste to properly dispose of the waste. The first part of the rule, the prohibition on “sewering” hazardous pharmaceutical waste, is effective August 21. All nonhazardous pharmaceutical waste that are not controlled substances must be disposed as regulated medical waste. See Dental Office Waste Management Options.

Pause before you comply with a plan's request for post-payment chart review

Dentists can avoid unnecessary stress by seeking guidance from CDA Practice Support before complying with a dental benefit plan’s request to conduct a post-payment chart review of patient records. 

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.

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