CDA Highlights

Don't throw those envelopes away! 10.15.09 The state Department of Public Health Radiologic Health Branch is sending to some dental practices a small device to use in assessing x-ray equipment. Dental practices who receive this device must use it and return it as instructed. In most instances, this assessment replaces an on-site inspection. Do not throw away the device. For additional information, see this Web site at http://www.cdph.ca.gov//certlic/radquip/Pages/RadiologicEquipment.aspx

Compass Resources

 
SamplesSAMPLE DAILY MEETING AGENDA by PSC Staff on 7/29/2010
This sample dental office staff meeting agenda will assist your staff in creating an ideal and efficient daily meeting agenda. Read More Download
Rating: 5
 
Members Only
FormsPERFORMANCE EVALUATION FORM by Robyn Thomason on 7/29/2010
An employee performance evaluation form is an effective tool in helping the employee and manager recognize the employee's areas of strength and any development opportunities. This simple form provides a rating system as well as space for comments. Read More Download
 
 
FormsCREDIT CARD AUTHORIZATION FORM by PSC Staff on 7/29/2010
This sample is a supplement to the financial consultation article series Read More Download
 
 
FormsPATIENT FINANCIAL RESPONSIBILITY FOR ELECTIVE UPGRADED SERVICES FORM by PSC Staff on 7/29/2010
When a patient selects an upgraded service or material, such as Captek or Lava crowns, the additional lab costs don't always have to be written off. Read More Download
Rating: 4
 
 
ManualsDENTAL BENEFIT PLAN HANDBOOK by PSC Staff on 7/28/2010
This Handbook serves as a guide to help the dental practice staff responsible for managing dental benefits and/or insurance. Read More Download
 
Members Only

 

Compass Resources

 
ArticlesA SIMPLE FORM MAY TAKE CARE OF NON-PAYMENT by Greg Alterton on 4/13/2010
September 2008 CDA Update article. Read More Download
Rating: 2

 
 
ArticlesA SIMPLE FORM MAY TAKE CARE OF NON-PAYMENT by Greg Alterton on 4/13/2010
September 2008 CDA Update article. Read More Download
Rating: 2

 
 
ArticlesACHIEVING PRACTICE SUCCESS THROUGH STRATEGIC PLANNING by PSC Staff on 4/9/2010
Once your vision statement is created, every practice owner should create a strategic plan to support the vision. Read More Download
 
Members Only
ArticlesCOORDINATION OF BENEFITS LAW AFFECTING DENTAL PLANS (2008-CDA SPONSORED LEGISLATION) by Greg Alterton on 3/26/2010
January 2008 CDA Update article Read More Download
 
 
ArticlesERISA - SELF FUNDED PLANS (EMPLOYEE BENEFITS SECURITY ADMINISTRATION) by PSC Staff on 4/14/2010
Self-funded health plans are usually offered by large employers and other organizations such as labor unions. Read More
 
 
ArticlesERISA PLANS MARCH TO DRUM OF FEDERAL LAW by Greg Alterton on 12/3/2009
August 2009 CDA Update article. Read More Download
 
 
ArticlesMY PATIENT FILED BANKRUPTCY - WILL I BE PAID? by Robyn Thomason on 6/24/2010
According to creditcards.com, “California continued to lead the nation in 2010, with more than 59,000 filings for the first quarter of the year... Read More Download
Rating: 4

 
Members Only
ArticlesPATIENT RECORDS - REQUIREMENTS AND BEST PRACTICES by Teresa Pichay on 5/25/2010
This article summarizes what you need to know about patient records, from SOAP to electronic records to who can have access to the records. The rules on records retention and disposal also are explained. Read More Download
Rating: 3

 
 
ArticlesPATIENT RECORDS - REQUIREMENTS AND BEST PRACTICES by Teresa Pichay on 5/25/2010
This article summarizes what you need to know about patient records, from SOAP to electronic records to who can have access to the records. The rules on records retention and disposal also are explained. Read More Download
Rating: 3

 
 
ArticlesPERFORMANCE EVALUATIONS - A NECESSARY COMPONENT FOR EMPLOYEE MANAGEMENT by Robyn Thomason on 3/29/2010
An employee performance evaluation form is an effective tool in helping the employee and manager recognize the employee's areas of strength and any development opportunities. Read More Download
 
Members Only
ArticlesPROMPT-PAYMENT RULES DIFFER FOR ERISA by Greg Alterton on 3/24/2010
October 2005 CDA Update Article. Read More Download
 
 
ArticlesREPRESENTING PATIENTS ON ERISA-RELATED ISSUES by Greg Alterton on 2/11/2010
November 2008 CDA Update article on California specific regulations. Read More Download
 
 
ArticlesREPRESENTING PATIENTS ON ERISA-RELATED ISSUES by Greg Alterton on 2/11/2010
November 2008 CDA Update article on California specific regulations. Read More Download
 
 
ArticlesREPRESENTING PATIENTS ON ERISA-RELATED ISSUES by Greg Alterton on 2/11/2010
November 2008 CDA Update article on California specific regulations. Read More Download
 
 
ArticlesTHE INS AND OUTS OF DENTAL PLAN ANNUAL MAXIMUMS by CDA Staff on 3/31/2010
February 2005 CDA Update article. Read More Download
 
Members Only
ArticlesTHE NEW PATIENT PROCESS, PART ONE by PSC Staff on 4/9/2010
This article series outlines the steps involved in creating an optimal new patient experience. A positive new patient first impression is a cumulative effort of the entire dental team. Read More Download
Rating: 5

 
Members Only
ChecklistsEVALUATING DENTAL BENEFIT PLANS CHECKLIST by PSC Staff on 2/25/2010
Considering new benefit plans or evaluating current plans accepted by your practice? Read More Download
 
Members Only
ChecklistsTHE UNEXPECTED DEATH OF THE DENTIST (SOLO PRACTICE) CHECKLIST by Robyn Thomason on 6/16/2010
Along with the distress that usually accompanies the unexpected death of a business owner, there is often confusion about the roles and functions of the staff and family. Read More Download
Rating: 5

 
 
FormsHOUSEKEEPING SCHEDULE by PSC Staff on 5/3/2010
Use this customizable form to record the schedule and details for cleaning the dental practice. This form is part of the CDA Regulatory Compliance Manual. Read More Download
 
Members Only
FormsHOUSEKEEPING SCHEDULE by PSC Staff on 5/3/2010
Use this customizable form to record the schedule and details for cleaning the dental practice. This form is part of the CDA Regulatory Compliance Manual. Read More Download
 
Members Only
FormsPATIENT FINANCIAL RESPONSIBILITY FOR ELECTIVE UPGRADED SERVICES FORM by PSC Staff on 7/29/2010
When a patient selects an upgraded service or material, such as Captek or Lava crowns, the additional lab costs don't always have to be written off. Read More Download
Rating: 4

 
 
FormsPHYSICIAN'S FAX RELEASE FORM by TDIC on 3/5/2010
Sample physician's clearance for dental treatment fax communication form. Read More Download
Rating: 4

 
 
PodcastsASSOCIATE DENTISTS: FINDING THE RIGHT FIT PODCAST by Robyn Thomason on 3/24/2010
Whether you’re looking for an associate position or are hiring an associate to join your expanding practice, there are many considerations. Read More Download
 
 
PodcastsGOT CANCELLATIONS? HOW TO MINIMIZE THE APPOINTMENT CANCELLATIONS IN YOUR PRACTICE. by PSC Staff on 12/15/2009
Read More Download
Rating: 4

 
 
Q&AsPEER REVIEW: A MEMBERSHIP BENEFIT FAQ by Council on Peer Review on 7/13/2010
What is peer review? Peer review is designed to resolve disputes regarding the quality and appropriateness of dental treatment between a patient and member dentist, or a dentist and an insurance carrier. Read More Download
 
 
Q&AsPREDETERMINATION OF PATIENT BENEFITS by PSC Staff on 3/2/2010
A predetermination of a patient’s benefits can often be a trade off. This article is designed to help the practice staff member responsible for explaining and processing patient’s dental benefit coverage gain a better understanding of predeterminations and the process of obtaining such documentation. Read More Download
 
 
SamplesAUTHORIZATION FOR THE RELEASE OF DENTAL RECORDS by PSC Staff on 6/24/2010
Read More Download
 
Members Only
SamplesPRIVACY PRACTICES: NOTICE AND ACKNOWLEDGMENT by Teresa Pichay on 4/27/2010
The HIPAA Privacy Rule requires a covered entity to inform patients of the entity’s privacy practices. Read More Download
 
 
SamplesSAMPLE LETTER – DECLINING TO BE INCLUDED ON ANY LIST CONVEYED TO PAYERS THAT DO NOT ACTIVELY ENCOURAGE ENROLLEE USE OF CONTRACTED PROVIDERS by California Medical Association on 5/25/2010
Read More Download
 
 
ToolsDENTAL ASSISTING CATEGORIES 2010 by CDA Staff on 4/14/2010
A summary of duties and educational requirements for all dental assisting categories effective January 1, 2010. Read More Download
 
 
ToolsDENTAL PRACTICE MARKETING RESOURCES by Teresa Pichay on 7/6/2010
A comprehensive list of practice marketing resource links. Read More
 
Members Only
ToolsFEDERAL EARNED INCOME TAX CREDIT (EITC) by PSC Staff on 2/6/2009
The following link to the State of California Employment Development Department will assist you in following the federal requirements of informing your employees of the Earned Income Tax Credit. Read More
 
 
ToolsMINORS CONSENT by Teresa Pichay on 3/26/2010
Your teenage patient has a medical issue that you think the parents are not aware of. Can you tell the parents? Read More
 
 
ToolsSAMPLE SCHEDULE GUIDE FOR THE GENERAL PRACTICE by PSC Staff on 3/16/2010
This Excel tool will allow you to customize your ideal daily schedule. Read More Download
 
 
Blog

Blogs

 
Office Cell Phone Policy by Robyn Thomason on 7/26/2010
Are your employees using their cell phones during work? Read More
 
Wait! What happened to my vacation? by Teresa Pichay on 7/8/2010
There's nothing like a full email box to quickly bring me out of my vacation state of mind. For those of you who are going to the ADA meeting in a few months, I can confirm that it takes a full 7 days to get acclimated to the heat and humidity of central Florida.Although most of mydays were spent indoors watching girls volleyball, a coupleoutings to Cocoa Beach and the central Everglades led to inevitable musingson how central Floridians cope with the weather. Back to the here and how, here's news on EPA verificatilon forms, teeth whitening, and IRS audits and HIPAA. Read More
 
Paid Holidays by Robyn Thomason on 7/1/2010
If you choose to offer paid holidays as an employee benefit, be sure you have a policy included in your employee manual. Read More
 
NPI and SSN by Teresa Pichay on 6/16/2010
Are you aware that some of theinformation you submit to the National Plan and Provider Enumeration System to obtain your NPI number is subject to disclosure under the Freedom of Information Act (FOIA)? The Centers for Medicare and Medicaid (CMS) is urging health care providers to review their accounts to ensure sensitive information is removed from inappropriate fields. Read More
 
Questions, Questions by Teresa Pichay on 6/8/2010
Be sure to look carefully through your mail. What members are reading in their mail in recent weeks is generating calls to the CDA Practice Support Center on PCI compliance, the Board of Equalization, and electronic prescriptions. Read More
 

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Considering a fictitious business name for your practice? Before filing your permit application, check the Dental Board’s License Verification Web site to determine if another practice is using the name.

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Have a question?  Need guidance?  Not sure where to start or need help locating a resource?  We are here for you!

1201 K Street
Sacramento, CA 95814

phone: 866.232.6362
fax: 866.874.7615
e-mail:  compass@cda.org

Practice Management
Robyn Thomason
Teresa Pichay
Terry Fong

Employment Practices
Robyn Thomason
Terry Fong

Dental Benefit Plans
Greg Alterton

Regulatory Compliance
Teresa Pichay
Terry Fong

Education
Mary Sobieralski

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