Practice Management

Did you receive products you did not order, and then were invoiced for them? Have you received an invoice for advertising you did not order? Use this sample letter to notify the company that state and federal law allow you, the recipient, to use or dispose of the product in any manner you see fit and that you may take action, as allowed by law, if the company continues to seek payment for the product or unsolicited service.

Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more.

CDA encourages you to take time to review and improve the way your practice handles records requests, analyzes risk and communicates privacy policies.

Actions a new dentist should take once they have obtained their California dental license, and regulatory and legal considerations of which every dentist must be aware.

CDA offers a variety of tools to help you easily navigate the transition into your new profession and your early years.

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

Certain non-dentists may, upon a dentist's death or incapacity, contract with another licensed dentist or dentists to continue his or her dental practice for a period not exceeding 12 months if certain conditions are met. One of the conditions is to notify the Dental Board.

To avoid claims of abandonment, dentists who are separating from practice (or the families of deceased or incapacitated dentists) must notify patients in writing.

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

Use this form to obtain a patient’s written permission to display a testimonial and/or use the testimonial for future marketing efforts.

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.

Notification to School Administrators regarding California Education Code to excuse student from absence due to medical, dental, optometrical and chiropractic treatment. Includes sample of School Excuse Note.

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.

Suggestions on Marketing your Dental Practice through social media.

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.

This 1.5hr webinar provides an overview of common issues associates face when entering into associate agreements and will provide an overview of important associate contract terms including the responsibilities and obligations of both practice owners and associates.

Checklist to ensure you have the supplies necessary to practice safely.

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…

This checklist can be used after the unexpected death of a provider. Steps to assist both the staff and family with immediate decisions that need to be made within the first week following a death in a dental practice.