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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.

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


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

Practice Interruption and Mutual Aid Guidelines

Information on mutual aid agreements and guidance in the event of a dentist’s disability or death

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