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.

Info on practice management audits: practice strategic plan, production goals and revisions to schedule, chart audit, financial audit, billing, and how to update management policies and procedures.

Checklist of the items that should be addressed or considered when forming a group dental practice.

A dentist who prescribes and administers any vaccine must follow requirements for training, continuing education, notifications, reporting and documentation established in Section 1066 of Title 16 of the California Code of Regulations.

After filing a provider dispute/complaint/appeal with a dental plan, learn how to file a 2nd level provider complaint with the California Department of Managed Healthcare.

An overview of the Cal/OSHA requirements for a dental practice to have an air compressor/tank permit.

If you want to reduce your risk of labor litigation, it’s important you understand California’s meal and rest break requirements.

This form should be completed by each new patient or a new patient’s legal guardian. Additionally, this form should be reviewed at each patient appointment with changes noted and signed for. Used with permissions from TDIC.

Includes information on this patient right to restrict disclosure of patient health information to a dental benefit or health care plan and a sample form to use for a patient who requests such a restriction.

A minor patient who does not have a parent in their life may be under the care of a family member who is not a legal guardian. Use the affidavit when the family member seeks dental treatment for the minor.

This is a checklist of required patient and public notifications and disclosures.

California law requires employees receive their final paychecks within a certain time based on the reason they separated. 

Studies show employee retention increases when employers invest in the initial first months of employment. Doing reviews at the first 30, 60, and 90 days of an employee's tenure with a practice is a great way to provide them with feedback on their performance, and it offers them the opportunity to tell you what is going well and where they need help. Use this form to conduct and document 30-60-90-day reviews with your new employee.  

Common reasons for claim delays and denials; correct use of procedure codes, Tax Identification (TIN) and National Provider Identification (NPI); practice’s fee schedule and radiographic image attachments; electronic claim (E-Claim) filing.

Resources to educate patients and the public about the safety and effectiveness of vaccines and to offer vaccination for influenza and COVID–19. Included are flyers, talking points to address vaccine hesitancy, social media posts and sample language for promoting in-office vaccinations.

Contains a list of legally required forms, regulatory and billing considerations as you prepare for your new associate.

Checklist of recommended steps when recruiting and hiring new employees.

Understanding plan policies for coordinating payment of benefits when enrollees or policyholders have more than one dental benefit policy. Explanation of CA law pertaining to coordination of benefits.

Provides best practice preparation and checklists for conducting performance evaluations. Includes sample form to document an evaluation of an employee's performance.

Recommended weekly training plan and tasks. Record patient chart numbers, discussion notes and signatures to document completion of all tasks.

Sample questions and note taking material for use during an interview with a potential Dental Assistant candidate. 

Trainer/Doctor Notes allow the trainer and doctor to make confidential notes regarding progress and prepare for weekly progress discussion with trainee.