Skip to Main Content

Reference Guides

In addition to sample forms, timely articles and analysts’ guidance, benefit from deep-dive guides on dentistry-specific topics. Search our comprehensive Risk Management Reference Guide or download just the right resource for your situation.

Access to Patient Records and Retention Guidelines

State-specific considerations for access to patient records and retention guidelines

Addressing Medical Emergencies in the Dental Office

Helpful tips and best practices for addressing to medical emergencies in the dental practice

 

Adverse Occurrence Guide

Reporting requirements for a licensee to report adverse occurrences or events.

Anti-SLAPP Reference Guide

An overview of governing Anti-SLAPP statutes (Strategic Lawsuits Against Public Participation) 

Featured

Buying a Practice

Risk management considerations and areas of importance when purchasing a dental practice

Cyber Event Checklist

A tool to take a proactive approach to responding to a cyberattack or data breach incident

Cyber Liability Guide

An overview of cyber risks, data breach and cyberattack targets, investigations, preparation and prevention

Documentation Requirements for Sedation

Documentation requirements for when sedation is administered to patients

Health History Guidelines

Best practices and considerations for health history form intake, review, and updates

Download Tip Close

Some browsers will provide an option to save the file to your computer/device, others will automatically download the file to your downloads/files folder.

Explore More Resources

Access a dentistry-focused risk management articles, guides, sample letters, informed consent forms and more.