This toolkit covers recruiting, interviewing, hiring and onboarding, and provides a general list of basic hiring documents. 

Checklist to help prepare for planning an optimal new employee orientation and onboarding process, including lists of forms, acknowledgements and brochures required in CA.

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.

Gauge your understanding of leave management and learn the potential risks of getting it wrong.

By March 30, 2026, employers must allow employees to designate an emergency contact or collect this information from new hires…

Starting on February 1, 2026, and annually thereafter, employers must provide each current and new employee with a stand-alone written Workplace Know Your Rights Act Notice via regular communication methods (e.g., in person, email, or text). Employers must provide the notice in the language typically used for work-related communications.

Dentistry is an ever-evolving field, and CDT codes are critical to the everyday workings of dental practices.

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

Sample form to obtain patient consent for use or disclosure of patient information as required by HIPAA and state law.

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.

Developed to be used specifically in a dental practice this template reflects policies in the areas of discrimination, harassment and retaliation prevention and training requirements, pregnancy disability leave, meal and rest break requirements and more. Updated for 2025.

This quick-reference chart will help you understand the key points of nine new laws and one privacy protection law in California and the required actions for employers. Use it along with linked CDA resources to start your path to compliance.

HIPAA and California law require individuals be notified when specified personal information, including health and medical insurance information is breached. This resource summarizes the requirements, provides a checklist of steps to follow when patient information may have been breached or accessed without authorization and includes a sample notification letter.

The first four PowerPoint presentations listed below are intended to instruct dental practice HIPAA privacy and security officers on their responsibilities under HIPAA and state privacy and security laws. The fifth and last PowerPoint presentation listed below can be used in combination with a dental practice’s written policies and procedures to train the office workforce (includes students and others).

This PowerPoint presentation can be used in conjunction with the dental practice’s written policies and procedures to train staff on compliance with HIPAA and state laws.

This is the fourth of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

This is the third of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

This is the second of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

This is the first of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

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.

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.