Practice Management

Best practices to manage online reviews and social media accounts.

How-to for office closure, reopening; product-specific use.

Are you a recent graduate and looking for your first practice to work in? Are you a practice owner and looking to hire a great associate? Watch a panel of experts from CDA, HR for Health and associate dentist Dr. Joy Magtanong-Madrid, discuss effective hiring and onboarding of associate dentists. We not only discuss interview preparation and how to determine if the environment is the right fit for an associate dentist, but also provide insight for practice owners on what recently graduating associates are looking for in their future work environment.

This resource provides sample language that a dental practice can use for obtaining required and recommended acknowledgements and consents from patients.

There are many options to choose from, and when researching which options your practice will offer, you will likely come across practice owners who have had much success with certain methods and others who have had negative experiences with the same systems.

Additional lab costs don't always have to be written off when a patient selects an upgraded service or material. Follow these tips and utilize this form to inform patients of their potential additional financial responsibility.

This is a checklist of required patient and public notifications and disclosures.

This form is designed for internal office use only. It should not be shared with the patient and is intended to provide the practice with a way to document personal information about the patient to help refresh staff members’ minds prior to the patient visiting the practice.

Understand how a patient portal can assist your practice with patient communication, record-keeping and overall office efficiency with this resource. Use our checklist to evaluate your practice’s need for a patient portal and valuable features to consider before implementation.  

Format and content, patient access to records and requests to amend, disclosure of information, data breach notification, retention and disposal, transferring records in a sale.

Patient records, communication and marketing considerations and requirements for the new practice owner. This resource includes HIPAA security requirements.

Summary of records release rules with customizable sample form. Patients have the right to access their record and can request paper, film or electronic copies.

Includes information on this patient right to restrict disclosure of patient health information to a dental benefit or health care plan and a sample form to use for a patient who requests such a restriction.

This checklist provides an outline of the steps to take when collecting patient testimonials and conducting patient surveys.

Common patient collection considerations while working with dental benefit plans.

Developing a successful marketing plan.

TUnexpected or untimely illness, injury or death can cause interruptions in dental practices. Ideally, a practice will have a plan in place for such events, but dentists, partners, spouses and staff are often caught unprepared and without an established plan of action.

These guidelines offer assistance with the organization of a mutual aid group in the event a dentist suffers a disability or death without the benefit of a pre-written plan.

Guidelines to bring practice equipment on line after closure.

Discusses the role of HIPAA business associate agreements and other steps a dentist can take to ensure the privacy and security of patient information following a practice closure or sale.

Here you’ll find a compiled list of items to help prepare you for the financial consultation and ensure your team is ready to have a knowledgeable conversation.

There are many elements involved in preparing and marketing yourself for employment. In this section you will get tips to create an effective curriculum vitae, write a compelling cover letter, understand your social media profile and how to use it to market yourself, how to network, how to budget and plan for your projected associate salary, and finally how to narrow down the location(s) in which you want to live and work.

Is your practice prepared for a cyberattack? Cybersecurity is important for your practice as it protects patient data from cyber…

Template for writing a Provider Biography that can be used to market the practice or introduce a new provider.

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.

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.