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.

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.

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.

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

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

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. 

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

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. 

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.

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.

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.

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

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

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.

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.

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

Creating a vision statement can be a complex activity but a necessary one considering the many decisions you have to make as a business owner. Use this resource in tandem with our Writing Your Mission Statement resource. Then use the vision statement to guide your decision-making now and in the future.

This form is part of the Regulatory Compliance Manual. Updated June 2024.

If you interview job candidates, you need a red-flag list. A red-flag list is used during the interview process to help identify “warning signs” that candidates aren’t a good fit for the practice or position. Using this list of considerations may curb your turnover and help you avoid a bad hire.

All dental practices should follow the nondiscrimination requirements of the Affordable Care Act. Review this summary, checklist and Q&A.

Customize this sample plan to describe how employees should respond to fires and emergencies at the practice. This resource is part of the Regulatory Compliance Manual. Updated June 2024..

Use form to record the schedule and methods of implementation of the Bloodborne Pathogens Standard in the practice. This form is part of the Regulatory Compliance Manual. Updated June 2024.

Obtaining a written opinion of the health care provider is a required part of the post-exposure protocol. This form is part of the Regulatory Compliance Manual. Updated June 2024.

Use form to document patient’s decision. The form is part of the Regulatory Compliance Manual. Updated June 2024.

Use form to document evaluation of sharps used in the practice and availability of sharps injury protection devices. The form is part of the Regulatory Compliance Manual. Updated June 2024.

Use sample plan to describe the practice’s medical waste management and disposal procedures as required by state law. This resource is part of the Regulatory Compliance Manual. Updated June 2024.