Practice Management
Leadership, practice ownership, patient management, practice systems and transition
You have your own vision of what makes an ideal practice. Detail and document your vision with our sample business plans. Use step-by-step checklists for opening, transferring ownership of or closing a practice. Get tips on marketing your practice, patient education tools and more.
Patient Financial Policy
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).
Starting-A-Practice Toolkit
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.
Steps to Comply with the No Surprises Act
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.
The Associate Dentist’s Role in Audits, Complaints and Dental Board or Dental Plan Grievances
When it comes to dental care, patient satisfaction is key, However, despite our best intentions, things may not always go…
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.
The Due Diligence Process for Selling a Dental Practice
This FAQ was created to help assist member dentists with knowing what is involved in the due diligence process as…
Tips for the Financial Consultation
Here you’ll find some tips to help prepare your team for financial consultations.
Top 10 KPIs: Investigation Questions
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.
Understanding Common Patient Objections
Use this resource in your monthly team meetings and morning huddles to guide your team in effectively responding to patient concerns and objections.
Where, When and How to Store Employee Records
Take this practice health check to evaluate your practice’s document storage systems and adherence to record retention laws.
Why Dental Plan Audits Are Conducted and How to Prepare
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.
Workplace Violence Prevention
Guidance and resources related to workplace violence prevention regulatory compliance.