Temporary staff hired directly by the practice or through an agency may be considered employees of the dental practice. This includes candidates asked to perform working interviews as park of the interview process. Dental practices who employ temporary employees have the responsibility to provide site-specific safety training and patient information privacy and security training.

Use this checklist to track and document required training.

Employers may require employees to be vaccinated for COVID-19 as long as they engage in the interactive process with any employee who requests a reasonable accommodation

Summary of records release rules with customizable sample form. Patients have the right to access their record and can request paper, film or electronic copies.

Understand best practices regarding employee vaccination, including vaccine policies, employer mandates and employee vaccine reactions.

Outlines steps for developing policies, posting compliance, notice and distribution requirements, and employee training. CA employers have a duty to take reasonable steps to prevent and promptly correct discriminatory and harassing conduct.

Information on EPA rule requiring dental practices to install amalgam separators and comply with specific best management practices.  Includes a sample inspection and maintenance log.

Use this job offer letter to provide the details of rate of pay, job title, classification, and start date and time when offering employment to a potential salaried employee.

Use this letter to provide the employee a written offer in advance outlining the terms and timeline of the employment relationship.

Use this letter to document an hourly employees terms of the employment relationship in advance of the employees start date. A written job offer must be provided prior to conducting a background check.

Outlines laws, provides links & other useful resources. California has many laws aimed at protecting the personal and confidential information of its residents.

Format and content, patient access to records and requests to amend, disclosure of information, data breach notification, retention and disposal, transferring records in a sale.

Questions and answers on obtaining consent for minor children with divorced parents or no parents, coordination of insurance plans between parents and step-parents, and who can access records of minor children.

A California dentist should know the scope of practice and settings for a registered dental hygienist in alternative practice (RDHAP) and a dentist’s responsibilities when working with an RDHAP.

This resource may be shared with patients to address some of the common questions about dental coverage and where to go when they are experiencing challenges with their dental plan. 

The interview process provides an opportunity for both the practice owner and associate candidate to assess whether their working relationship will be compatible. Get tips in this resource.

Sample scripts to help make sure the entire staff is saying the same thing when having financial discussions with patients.

Here you’ll find a compiled list of items to help prepare you for the financial consultation and ensure your team is ready to have a knowledgeable conversation.

Here you’ll find some tips to help prepare your team for financial consultations. 

Common patient collection considerations while working with dental benefit plans.

A well-defined patient financial policy helps set expectations, reduce misunderstandings and support a more efficient practice workflow. This resource offers step-by-step guidance for developing or refining a patient financial policy with confidence.

Use this resource to help navigate and document the interactive process for reasonably accommodating an employee with a disability. ​​

Use this letter to document the expectations of the day, rate of pay and documentation to bring. This will serve as a single day employment document and can put the employee on notice that they are not yet eligible for benefits.

If utilizing the services of licensed staff, request and verify that the license is current and in good standing. DCA LICENSE SEARCH

Requirements and best practices when separating an employee from employment.

The rule sets standards to protect patient information in electronic form. A covered entity must implement or address more than 30 administrative, physical and technical standards summarized here.

It is required to notify dental plans of a new provider treating patients in the office.  This resource provides information and a sample letter that can be customized and printed on office letterhead when informing dental plans of a new provider.

Dentistry is an ever-evolving field, and CDT codes are critical to the everyday workings of dental practices.