Practice Management

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.

Employee meal and rest breaks, leaves of absence, and other employment matters are the focus during the first quarter of 2023. CDA members are invited to take the Q1 Practice Health Check consisting of just three questions.

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.