Practice Management

You have your own vision of what makes an ideal practice. Detail and document your vision with our sample business plans. Use step-by-step checklists for opening, transferring ownership of or closing a practice. Get tips on marketing your practice, patient education tools and more.

Hot Resources

Forms CONFIDENTIAL HEALTH HISTORY FORM
4/28/2010 posted by TDIC and PSC Staff
This form should be completed by all new patients. Additionally, it should be reviewed at each treatment appointment and completed every 2 years by active patients. Read More Download
Rating: 4
 
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Tools REQUIRED POSTINGS IN A DENTAL OFFICE
5/24/2010 posted by Teresa Pichay
A list of required postings in a dental office, with links to online versions of the poster. This resource is Appendix 4 of the CDA Regulatory Compliance Manual. Read More Download
Rating: 4
 
Members Only
Articles THE NEW PATIENT PROCESS, PART ONE
4/9/2010 posted by PSC Staff
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

Recent Updates

Samples SAMPLE DAILY MEETING AGENDA
07/29/2010 posted by PSC Staff
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
Forms CREDIT CARD AUTHORIZATION FORM
07/29/2010 posted by PSC Staff
This sample is a supplement to the financial consultation article series Read More Download
 
 
Guides TABLE OF CONTENTS - CDA LEGAL REFERENCE GUIDE FOR CALIFORNIA DENTISTS
07/28/2010 posted by PSC Staff
This guide provides an overview of local, state, and federal laws by providing basic, informational answers to dentists’ frequently-asked legal questions. The information provided in this guide is not legal advice. Read More Download
 
 
Guides LEGAL REFERENCE GUIDE FOR CALIFORNIA DENTISTS
07/28/2010 posted by PSC Staff
This guide provides an overview of local, state, and federal laws by providing basic, informational answers to dentists’ frequently-asked legal questions. The information provided in this guide is not legal advice. Read More
 
Members Only
Guides CHAPTER 7 REGULATORY COMPLIANCE - CDA LEGAL REFERENCE GUIDE FOR CALIFORNIA DENTISTS
07/27/2010 posted by PSC Staff
This guide provides an overview of local, state, and federal laws by providing basic, informational answers to dentists’ frequently-asked legal questions. The information provided in this guide is not legal advice. Read More Download
 
Members Only

Forums

Topics Replies Last post  
Marketing 2 10 12/21/2009 4:03:02 PM  
Financial Management 6 13 9/12/2009 2:07:43 PM  
Opening a Practice 22 46 5/15/2010 3:31:54 PM  
Transitioning 3 9 5/14/2010 7:29:45 PM  
Communication Skills 1 4 8/17/2009 8:14:01 PM  
Patient Management 7 30 7/23/2010 11:29:20 AM  
Miscellaneous 6 16 4/26/2010 11:33:36 AM  

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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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1201 K Street
Sacramento, CA 95814

phone: 866.232.6362
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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