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

Adverse Occurrence Guide

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

Anti-SLAPP Reference Guide

Overview of governing Anti-SLAPP Statutes known as Strategic Lawsuits Against Public Participation. 


Buying a Practice

Addresses risk management considerations and areas of importance when purchasing a practice. 

Cyber Event Checklist

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

Cyber Liability Guide

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

Health History Guidelines

Best practices and considerations for intake, review, and updates to health history forms.

Hiring or Becoming an Associate

Suggestions and best practices for taking on an associate or becoming an associate

Leasing Commercial Property

Loss-prevention and loss-control tool to assist dentists who are leasing office space

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.