Adding Associate Dentists to an Existing Practice 

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.

Holiday Pay Frequently Asked Questions

Identifies California laws and clarifies office policies and benefits related to holiday pay throughout the year.

Why Multi-Factor Authentication Is a Must for Your Practice

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.

‘The Use of Artificial Intelligence in Our Practice Policy’ Template

Artificial intelligence is becoming part of everyday dental practice operations – from diagnostic tools to patient communication and even hiring….

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.

Protecting Your Practice: The Importance of Software Updates

Yes, updates are a hassle. But skipping them could cost you a lot more. Learn how to manage the process and improve your system security.

Regulatory Compliance Checklist

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.

How To Spot Phishing Emails

Scammers want you to click on their email. Here’s how to recognize and stop them.

The Safest Ways To Share Passwords (When You Have To)

Learn how to reduce risk when access to systems needs to be shared in your dental practice.

The Role of Front Office Staff in Cybersecurity

Front office staff are often the unsung heroes of a dental office. They juggle appointments, paperwork, and greet every patient with a smile. But there’s one more role they play that’s easy to overlook: front-line cybersecurity defender.

Sample Notice of Privacy Practices

Customize this form to create a dental practice’s notice, which must be updated by Feb. 16, 2026. It must have specified elements. Provide the notice to new patients and collect an acknowledgment of receipt. Post it in the practice and on the practice website. Notify current patients of the updated notice.

Exit Interviews

Exit interviews are a valuable tool for dental practice owners to gain honest feedback from departing team members. They help to uncover workplace trends, identify areas for improvement and strengthen employee retention strategies.

Preceptor Training Program: Registered Dental Assistant Training Schedule

The Registered Dental Assistant Training Schedule is essentially a calendar to help keep track of the training process for an RDA Preceptee over a period of twenty weeks, including online continuing education course assignments.

Medi-Cal Dental Program Handbook

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

July 2025: New Safety and Health Protection on the Job Notice Published

Cal/OSHA has issued a July 2025 update to its required “Safety and Health Protection on the Job” notice. Practice owners…

Surveillance Cameras: What to Consider Before Installing Them

Describes items dentists should consider when contemplating the use of video surveillance cameras at the practice. Sample notification language for patients and employees included.

Legal Reference Guide for California Dentists: Appendix B - Sample Associate Agreement

Developed to assist dentists in understanding the contents of a typical agreement. Many common contract terms and conditions are included in this sample with considerations provided for those areas that may be ambiguous. 

Starting-A-Practice Toolkit

Use this toolkit to cover key steps in the due diligence process before buying a dental practice. Once the acquisition is underway, the toolkit will guide you through until the purchase is finalized, with actionable items that can be delegated to your new dental team.

Medical Consultation Request

Sample form to request a consultation with a patient’s physician which may be necessary particularly for patients who have chronic conditions.

The Associate Dentist’s Role in Audits, Complaints and Dental Board or Dental Plan Grievances

When it comes to dental care, patient satisfaction is key, However, despite our best intentions, things may not always go…

July 1, 2025: Add Required SB 1061 Language to Financial Agreement

A new California law, SB 1061, preventing most health care debt from being shared with credit reporting agencies, officially went into effect on January 1, 2025. However, the requirement to include specific language in patient financial agreements takes effect July 1, 2025.

Preceptorship Pathway to Becoming a California Registered Dental Assistant

Starting July 1, 2025, an individual can become a California registered dental assistant through a new preceptorship pathway.

Steps To Becoming a California Registered Dental Assistant

Steps to becoming an RDA changed significantly in 2025. Use this resource as a checklist.

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.

Sample Practice Sale Notice to Plan Letter

Use this sample letter to notify contracted dental plans of your practice sale and intent to terminate plan participation.

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.

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