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…
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.
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.
Meal and Rest Break Considerations. Sample Policy and Meal Break Waiver.
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.
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.
USCIS Releases New I-9 Form
Earlier this month, the United States Citizenship and Immigration Services (USCIS) released an updated version of the Form I-9 with an edition date of 01/20/25 and an expiration date of 05/31/2027.
Communication Protocols: Improve Patient Experience and Increase Case Acceptance
Our experts recommend the following patient communication protocols to help you create consistency in your dental practice and a trusting environment for patients. Please note that these protocols are suggestions only; please adapt the protocol as needed to your own unique practice needs, dental team staffing and patient demographics.
Where, When and How to Store Employee Records
Take this practice health check to evaluate your practice’s document storage systems and adherence to record retention laws.
Continuing Education Requirements, FAQ and Tracking Log
This is a summary and FAQ of the Dental Board’s CE requirements as of Jan. 1, 2025. A CE tracking log also is available. To determine if a CE provider is registered with the Dental Board, use the Department of Consumer Affairs database.
Prescribing and Dispensing Q&A
Q&A on state and federal DEA requirements for prescribing, dispensing and administering controlled substances and non-controlled substances. Includes prescription form requirements.
PPE Requirements for Dental Practices
Quick reference chart to understand PPE requirements for dental practices.
Dental Practice Marketing and Advertising 101
Marketing and advertising are critical for a dental practice to establish itself successfully and to maintain practice goals. This article describes different methods of marketing and advertising, summarizes how the Dental Practice Act, CDA Code of Ethics, HIPAA and federal communication laws impact a dental practice’s marketing and advertising efforts and includes a Q&A.
Tables of Permitted Duties
Dental practices utilizing dental auxiliaries must post a notice that describes their allowable duties and functions within stipulated settings and/or circumstances.
Legal Reference Guide for California Dentists: Appendix A - Laws and Regulations Impacting Dentistry in California
Lists and summarizes the laws and regulations applicable to California dental practices.