Medical Emergency Kit

A dental practice must have a medical emergency kit for their employees as well as their patients. Learn what it should include.

Starting a Dental Practice Checklist

This list offers general information and does not take the place of legal advice. This list is not exhaustive, and each item may not be applicable to every situation. This list contains links to many websites and you may find it helpful to review the list on a computer with internet access. Resources can be found on Practice Support (cda.org).

Alternative Workweek Resources

Use these resources when adopting an alternative workweek (AWW) in a dental practice to ensure all details are met and properly reported to the Department of Industrial Relations. Includes checklist, templates and samples for use during AWW implementation.

New Associate Onboarding Checklist

First impressions matter when a new associate joins the team. Few onboarding goals are more critical than providing them with a positive experience in the first days and weeks of their employment.

The following checklist and suggested first-week schedule can be integrated into your practice’s onboarding plan. You may customize the checklist to fit your practice.

Patient Screening

Screening patients and other visitors is an essential part of COVID-19 infection prevention. Dental practices must also perform screening in compliance with Cal/OSHA regulations.

LGBTQIA+

Creating a welcoming and safe place for LGBTQ+ patients begins with education and training. Here are some reputable resources to help you learn more about LGBTQIA+ oral health and better serve your LGBTQIA+ patients.  

Training and Non-productive Work Time Rate Sample Policy

Employers who wish to implement a reduced wage for employee training and other non-productive time may use this template to inform and document the new practice policy. 

Employee Disciplinary Warning Form

Information and sample form to assist with documenting and addressing employee issues. Handling such situations properly is key to continuing a good relationship, or potentially ending a bad one.

Separating From Practice Checklist

A dentist may separate from practice for one of many reasons. A dentist may retire, leave a group to go into solo practice (or vice versa), sell the practice, or relocate. Use this checklist as a guide. This list offers general information and does not take the place of legal advice.

Temporary Employees: Required Training Checklist

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.

COVID-19 Mandatory Policy Instructions for Employers and Sample Mandatory Vaccination Policy

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

Patient Request to Access Records (Records Release) Form and Q&A

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.

Employer Vaccine and Booster Policies and Best Practices

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

Harassment, Discrimination and Retaliation Prevention Compliance Guide

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.

Amalgam Separator Requirements - Q&A

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.

Job Offer Letter: Exempt Employee

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.

Job Offer Letter: Nonexempt Temporary Employee

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

Job Offer Letter: Nonexempt Employee

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.

Patient Records - Requirements and Best Practices

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.

Managing Minor Patients: Questions & Answers

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.

Working With a Registered Dental Hygienist in Alternative Practice: What You Need To Know

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.

Dental Benefits – What You Need to Know

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 Associate Interview

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.

Scripts for Practice Financial Policy

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

Tips for the Financial Consultation

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

Patient Financial Policy

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.

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