Practice Management

Sample informed consent forms to aid in the face-to-face informed consent discussion between the dentist and patient. Available in English, Chinese, Japanese, Korean, Russian, Spanish, Tagalog, Traditional Chinese, and Vietnamese.

Informed Refusal of Treatment to be signed by patient, provider and witness to document the discussion between the patient and provider on risks of declining recommended treatment.

Considerations when leasing office space. Contracts will include both assets and liabilities that will govern your tenancy, poorly negotiated leases could have negative financial impact on a practice.

Lists and summarizes the laws and regulations applicable to California dental practices.

Developed to assist dentists in understanding the contents of a typical agreement. Many common contract terms and conditions are included in this sample with considerations provided for those areas that may be ambiguous. 

An overview of how to use the complete guide, what laws apply to dentistry and how they work, and what CDA's attorneys can do for you.

Answers to questions on a dentist’s obligation to patients with regard to examination, diagnosis and treatment; communication; access to records; their unique concerns and more.

Answers to questions about complying with Cal/OSHA regulations, HIPAA, regulated waste management and radiation safety.

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

Term and termination; liability; referrals; utilization review; grievance system

This Chapter addresses Practice Considerations including but not limited to: Business Structures, Licences & Permits, Contracts, Antitrust, Malpractice, Tax Issues, Office Design and Marketing.

Contains answers to frequently asked questions about the CDPA and compliance.

Provides answers to a series of questions related to employment laws or requirements. Employers are obligated to understand and comply with these laws.

Answers to frequently asked questions on patient payments, collections and dental benefit plans.

Creating a welcoming and safe place for LGBTQ+ patients begins with education and training. Here are some reputable resources to help you learn more about LGBTQIA+ oral health and better serve your LGBTQIA+ patients.  

Utilize this resource to help navigate excess cancellations and lost production during an unexpected catastrophic event.

Helping navigate some of the best practices you can utilize in your office to manage delinquent accounts and collect past due balances.

Dentists are obligated to make reasonable arrangements for the emergency care of patients of record. Dental benefit plans require the same of contracted providers. Failure to make such arrangements may result in charges of patient abandonment. Resource in

Questions and answers on obtaining consent for minor children with divorced parents or no parents, coordination of insurance plans between parents and step-parents, and who can access records of minor children.

Sample form to request a consultation with a patient’s physician which may be necessary particularly for patients who have chronic conditions.

The CDA Wellness Program is available to dentists and dental team members. The program offers confidential 24/7 support.

First impressions matter when a new associate joins the team. Few onboarding goals are more critical than providing them with a positive experience in the first days and weeks of their employment.

The following checklist and suggested first-week schedule can be integrated into your practice’s onboarding plan. You may customize the checklist to fit your practice.

Information a dental practice should collect when creating a New Patient Form during the initial new patient phone call.

List of forms and information needing completion prior to the patient’s first appointment.

Dental practices that offer patients commercial credit financing products (credit cards, lines of credit or loans) in the dental office are required to disclose certain information and are prohibited from specific practices. 

Use this form on a quarterly basis to evaluate the appearance of your practice.