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

Articles PATIENT RECORDS - REQUIREMENTS AND BEST PRACTICES
1/23/2012 posted by Teresa Pichay
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: 4
 
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Checklists THE UNEXPECTED DEATH OF THE DENTIST (SOLO PRACTICE) CHECKLIST
6/16/2010 posted by Robyn Thomason
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
 
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Articles THE TEAM BONUS - TO HAVE OR NOT TO HAVE?
11/8/2011 posted by PSC Staff
This article is intended to provide tips and guidelines for the practice owner who wishes to establish a team bonus. Read More Download
 
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Recent Updates

Articles THE PROBLEM IS ME - TRUST IN YOUR TEAM AND DELEGATE
02/06/2012 posted by PSC Staff
Are you the dentist who has evaluated every system in the practice, run every statistic imaginable, taken every CE course offered on treatment planning, only to see dismal treatment acceptance numbers month after month? Read More Download
Rating: 5
 
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Podcasts THE KEY TO GOOD PATIENT COMMUNICATIONS PODCAST
02/06/2012 posted by PSC Staff
Properly communicating treatment and expectations with patients can be critical to treatment success. Read More Download
 
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Tools DENTAL BENEFIT PLAN PRODUCTION CALCULATOR
02/03/2012 posted by PSC Staff
This Excel calculator has been created to evaluate the return on investment for new or current dental benefit plans you are considering for your practice. Read More Download
 
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Samples SAMPLE SCRIPTS FOR PATIENT MANAGEMENT
02/02/2012 posted by PSC Staff
Looking for just the right thing to say when patient's are new to your office, repetitively late, continually fail appointments? Read More Download
Rating: 3
 
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Tools PROFIT/LOSS STATEMENT CATEGORIES
01/31/2012 posted by PSC Staff
A list of items to include in your Profit/Loss Statement Read More Download
Rating: 1
 
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Forums

Topics Replies Last post  
Marketing 3 14 7/6/2011 11:22:06 AM  
Financial Management 10 23 10/18/2011 11:46:23 AM  
Opening a Practice 25 55 8/18/2011 1:37:50 PM  
Transitioning 4 12 9/3/2010 4:50:12 PM  
Communication Skills 2 6 7/13/2011 5:14:02 AM  
Patient Management 12 43 9/14/2011 2:24:40 PM  
Miscellaneous 9 23 11/25/2011 3:17:32 AM  

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If an individual other than the patient is responsible for paying the patient’s bill, disclosure of patient information is allowed as long as the disclosures are limited to the minimum amount of information necessary to obtain payment.

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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