Rules for Communicating via Telephone, Cellphone and Email

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

HIPAA Training Resources

The first four PowerPoint presentations listed below are intended to instruct dental practice HIPAA privacy and security officers on their responsibilities under HIPAA and state privacy and security laws. The fifth and last PowerPoint presentation listed below can be used in combination with a dental practice’s written policies and procedures to train the office workforce (includes students and others).

Patient Rights, Privacy Practices and Safeguards

This is the second of four presentations created to train a dental practice’s privacy officer and security officer on the requirements of federal and state privacy laws and on their respective responsibilities. 

2024 Q3 Practice Health Check: Practice Transitions 

Whether you’re looking to purchase or sell your practice now or a few years down the road, it’s never too early to begin mapping out your purchase or sale by identifying and reviewing available resources. Preparation and planning for either transaction can take time. Building a team of professionals you trust and are comfortable working with while ensuring proper compliance systems are in place will support a seamless practice transition.

Creating Your Practice Vision Statement

Creating a vision statement can be a complex activity but a necessary one considering the many decisions you have to make as a business owner. Use this resource in tandem with our Writing Your Mission Statement resource. Then use the vision statement to guide your decision-making now and in the future.

Household Hazardous Waste and Small Quantity Generator Programs by County

A list of county programs which allow small businesses to drop-off by appointment their hazardous and universal waste.

Sterilizer Spore Tests/Biological Indicators Vendor List

Weekly verification of proper functioning of all sterilization devices through use of a biological indicator (such as a spore test) is required. 

Teledentistry

Q&As, coding information and a sample notice and consent form required by the Dental Board.

Writing Your Mission Statement   

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.

Group Training Documentation

This form is part of the Regulatory Compliance Manual. Updated June 2024.

20 Interview Red Flags

If you interview job candidates, you need a red-flag list. A red-flag list is used during the interview process to help identify “warning signs” that candidates aren’t a good fit for the practice or position. Using this list of considerations may curb your turnover and help you avoid a bad hire.

CFRA Leave Documentation Checklist - For Employer Use Only

Checklist to ensure completion of all necessary documentation for an employee's CFRA leave request. For employer use only.

Nondiscrimination Requirements Under the Affordable Care Act Section 1557

All dental practices should follow the nondiscrimination requirements of the Affordable Care Act. Review this summary, checklist and Q&A.

Supply Checklist

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

Effective July 1, 2024, local minimum wage posters have mandatory updates.

The following cities and counties are affected: Alameda, Berkeley, Emeryville, Fremont, LA City/LA County, Malibu, Milpitas, Pasadena, San Francisco and Santa Monica.


See Minimum Wage and Paid Sick Leave Ordinances by City/County available on cda.org for details.

Information Blocking Rule Q&A

 Learn more about the information blocking rule, which permits patients and others greater access to patient information. The rule is part of the 21st Century Cures Act, a federal law.

Pregnancy Disability Leave/California Family Rights Act Employer Compliance Checklist

Use this form for each employee to keep track of the variety of documentation and tracking of other time off available to the employee during such a leave of absence. 

Fire & Emergency Action Plan

Customize this sample plan to describe how employees should respond to fires and emergencies at the practice. This resource is part of the Regulatory Compliance Manual. Updated June 2024..

Schedule and Method of Implementation

Use form to record the schedule and methods of implementation of the Bloodborne Pathogens Standard in the practice. This form is part of the Regulatory Compliance Manual. Updated June 2024.

Written Opinion of Health Care Evaluator

Obtaining a written opinion of the health care provider is a required part of the post-exposure protocol. This form is part of the Regulatory Compliance Manual. Updated June 2024.

Confirmation of Source Patient's Denial for Testing

Use form to document patient’s decision. The form is part of the Regulatory Compliance Manual. Updated June 2024.

Dental Sharps

Use form to document evaluation of sharps used in the practice and availability of sharps injury protection devices. The form is part of the Regulatory Compliance Manual. Updated June 2024.

Medical Waste Management and Disposal Plan

Use sample plan to describe the practice’s medical waste management and disposal procedures as required by state law. This resource is part of the Regulatory Compliance Manual. Updated June 2024.

Individual Training Documentation Form

Use this form to document individual employee's annual training on the control of exposures to bloodborne pathogens. This form is part of the Regulatory Compliance Manual. Updated June 2024.

Hazard Communication Plan

Customize this sample plan to describe how the practice communicates to employees about workplace hazardous chemicals. Print final plan on a color printer. Updated June 2024.

General Office Safety Plan

Customize this sample plan to describe the general office safety procedures at your practice. This resource is part of the Regulatory Compliance Manual. Updated June 2024.

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