Medi-Cal Dental Program Handbook

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

Consent Form for Use or Disclosure of Patient Health Information

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

Uses and Disclosures of Patient Health Information

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.

Sample Employee Manual

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.

Quick Summary: New California Employment Laws for 2026

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.

Data Breach Notification Requirements

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.

HIPAA Training Resources

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).

Information Privacy and Security - HIPAA, State Laws

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.

HIPAA Breach Assessment and Notification

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. 

How to do a HIPAA Risk Analysis

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. 

Patient Rights, Privacy Practices and Safeguards

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. 

HIPAA Privacy and Security Officers: Overview of 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. 

Local Public Health Department Orders Related to Respiratory Virus Season and Masking

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.

Separating From a Practice Checklist (Associate Dentists)

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.

Records and Documents Retention Guidelines

Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more.

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….

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.

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.

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