Performance Improvement Plan (PIP)

Establishing a team of strong performers plan takes a lot of effort and communication and gives employees a chance to learn and grow. If an employee has recurring performance issues, work with them on a performance improvement plan (PIP). Using a PIP instead of terminating an employee can lead to better practice harmony and employee morale.

 

Infection Control Information Resources

This is a list of external websites with information pertinent to infection control at dental practices.

California Dental Practice Act Compliance Guide

Summarizes portions of the Dental Practice Act in effect as of Jan. 1, 2025 and organizes information in alphabetical order by subject. Citations are provided to appropriate California laws and regulations.

California Dental Licensure Options

A summary of the pathways to obtain a California dental license, the first of many licenses, permits, certificates and registrations necessary to practice dentistry, as well as to own and operate a dental practice, in the state.

Dental Office Waste Management and Disposal Options

Information and options for managing medical, hazardous, and universal wastes. Includes a list of mail-back vendors.

Associate Legal Relationships

As an associate, there are several ways to structure the relationship between you and the employer. In this resource, we review different options.

Dental Assisting Categories

Summarizes allowed duties and educational requirements for all dental assisting categories. Includes new requirements effective Jan. 1, 2025 and July 1, 2025. 

Fictitious Business Name

Requirements for a dental practice that wants to operate using a fictitious name.

Leadership and Wellness Webinar: Build a Dental Team That Loves Showing Up!

In this webinar, you’ll learn how to foster a positive workplace culture that enhances employee satisfaction and drives employee retention.

Offering Commercial Credit to Patients

Dental practices that offer patients commercial credit financing products (credit cards, lines of credit or loans) in the dental office are required to disclose certain information and are prohibited from specific practices. 

Managing Delinquent Patient Accounts

Helping navigate some of the best practices you can utilize in your office to manage delinquent accounts and collect past due balances.

Sedation and Anesthesia Permits

Summary of permit requirements for dentists administering or ordering the administration of general anesthesia, deep sedation, moderate sedation, adult oral conscious sedation and pediatric minimal sedation. 

Ensure State Provisions Are Included In Your Privacy Policies and Procedures

Describes state requirements to include in a dental practice’s policies and procedures for protecting patient information. 

Top 10 KPIs: Investigation Questions

When you see shortfalls in a particular goal, there are several questions you can ask and different ways you can think about root causes. Examples of these questions are listed in this guide for each of the top 10 KPIs.

Injury and Illness Prevention Plan

Customize sample plan to describe how the practice complies with safe work practices, communicates with staff and more. This resource is part of the Regulatory Compliance Manual. Updated June 2024.

Why Dental Plan Audits Are Conducted and How to Prepare

Is your practice prepared for a dental plan audit? The word “audit” can create anxiety for most dentists, but taking preemptive measures before an audit happens can reduce your stress and liability should you ever have to comply with a dental plan’s request to audit your practice.

Stay Interviews: Five Questions to Ask Your Employees to Boost Employee Communication and Retention

Do you want to improve employee retention and prevent surprise resignations? Instead of scratching your head wondering what your employees are thinking or scrambling after the fact to figure out what went wrong, take a proactive approach. Use the following tips and five stay interview questions to get the powerful information you need to help improve your workplace and hold onto your top performers.

Is it a Scam?

This information aims to assist members in safeguarding themselves by outlining the steps they can take when faced with attempted scams.

HIPAA and California Health Information Privacy and Protection Laws Q&A

Answers to questions asked by dental offices on how to comply with HIPAA and state rules on health information privacy, security and confidentiality.

HIPAA and the California Medical Information Act Checklist

This checklist provides an at-a-glance view of elements required to comply with state and federal privacy laws. 

July 23, 2024 Indoor Heat Illness Prevention Regulation Takes Effect

Cal/OSHA regulation (Section 3396) requires an employer to document, either in a separate plan or as part of their injury and illness prevention plan, steps taken to prevent indoor heat illness. See Cal/OSHA Heat Illness Prevention Guidance and Resources for more information. For sample language to add to an injury and illness prevention plan, see Infection Control and Cal/OSHA FAQ.

Infection Control and Cal/OSHA FAQ

FAQ on infection control, other Cal/OSHA regulations, training, personal protective equipment and inspections. This resource is part of the Regulatory Compliance Manual. Updated March 2024.

Sample Employee Check-in Conversation Questions

The key to retaining and engaging your employees is to build stronger personal and professional relationships. Having regularly scheduled one-on-one time with each of your employees gives leaders the ability to connect and to quickly address any issues that may arise.

Collections Agency FAQ

Answering frequent questions about third party collection agencies. Things to know to stay in compliance with HIPAA and CMIA while working to collect past due patient balances.

Rules for Communicating via Telephone, Cellphone and Email

This is a guide to the rules for communicating via these technologies with patients and other individuals via telephone, cellphone, text message or email.

Looking to Buy or Sell a Practice? Here’s Where to Start 

Whether you’re looking to purchase or sell your practice now or a few years down the road, it’s never too early to begin mapping out your purchase or sale by identifying and reviewing available resources. Preparation and planning for either transaction can take time. Building a team of professionals you trust and are comfortable working with while ensuring proper compliance systems are in place will support a seamless practice transition.

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