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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.

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Cybersecurity Action Plan

Proactive tools and resources to address and respond to cybersecurity incidents

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Examination Requirements Reference Guide

State-specific regulations on examination requirements prior to staff performing procedures on patients.

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Informed Refusal Considerations

An overview of recommendations and considerations when patients refuse proposed dental treatment.

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Orthodontic Treatment Findings and Proposal Form

Considerations for treatment planning and documentation guidelines when performing orthodontic treatment.

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Orthodontic Treatment Findings and Proposal Reference Guide

Considerations for treatment planning and documentation guidelines when performing orthodontic treatment.

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Patient Record Essentials Guide

Documentation guidelines and recordkeeping best practices to ensure accurate and compliant management of patient...

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

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