Practice Management

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

California eavesdropping law requires an individual give authorization before or when another individual or entity records them speaking in private conversation. This sample consent form is provided in response to increasing interest by dental practices to use artificial intelligence-enabled software to record patients and treatment providers in order to draft notes for the clinical chart.

Form to gain consent when using patient photos in your practice marketing materials.

Use this sample letter to notify contracted dental plans of your practice sale and intent to terminate plan participation.

To avoid claims of abandonment, dentists who are separating from practice must notify patients in writing. Use this sample letter when a dentist is retiring or relocating, and be sure to include the Request for Access to Patient Records form.

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

A dentist may separate from practice for many reasons, from leaving a group to go into solo practice (or vice versa), determining the office just isn’t the best fit or simply relocating to another region. The checklist that follows is meant as a general guide for associates and does not take the place of legal advice specific and applicable to your situation.

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.

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).

Use this toolkit to cover key steps in the due diligence process before buying a dental practice. Once the acquisition is underway, the toolkit will guide you through until the purchase is finalized, with actionable items that can be delegated to your new dental team.

Information regarding the requirements to comply with the No Surprises Act which became effective January 1st, 2022.  The No Surprises Act is an effort to protect individuals and provide transparency related to health care costs. Instructions as well as samples of the required notification and the Good Faith Estimate are included.

When it comes to dental care, patient satisfaction is key, However, despite our best intentions, things may not always go…

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.

This FAQ was created to help assist member dentists with knowing what is involved in the due diligence process as…

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

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.

Use this resource in your monthly team meetings and morning huddles to guide your team in effectively responding to patient concerns and objections.

Recommendations for dentists participating in patient loyalty programs; to ensure compliance with legal guidelines and CDA ethical standards.

Take this practice health check to evaluate your practice’s document storage systems and adherence to record retention laws.

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.

Resources that address how to manage an emergency workplace event.

Guidance and resources related to workplace violence prevention regulatory compliance.

Use this resource in tandem with the Creating Your Practice Vision Statement form to draft your mission statement. Then use the mission statement to guide your decision-making now and in the future.