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From managing patient records to practice transitions, CDA’s dedicated team of dental industry experts will be on hand to answer dentists’ top questions at CDA Presents Anaheim May 12-14.

CDA Presents The Art and Science of Dentistry in Anaheim May 12-14 brings together the collective experience and expertise of industry leaders and CDA’s dedicated team of dental experts . These experts, who develop member resources and answer dentists’ calls and emails Monday-Friday, will facilitate a variety of learning opportunities.

Advance registration is required for all courses at CDA Presents. Here’s a preview of the presentations by CDA’s subject-matter experts specializing in practice management, dental benefit plans, regulatory compliance and employment practices.

Presenters: Katie Fornelli, Ali Oromchian, Brett LeMmon and C.J. Williams

Thursday, May 12, 8 a.m.– noon in 204 A

4 units C.E. ($50 course fee)

Are you preparing to transition your practice ownership? If your future goals include purchasing a practice, starting a practice from scratch, hiring an associate, bringing on a partner or selling your practice, this workshop will address all the elements of the transition process. You will hear from industry experts who specialize in practice transitions: attorney, CPA, marketing, employment, practice management, financing and dental billing.

Thursday, May 12,10-11 a.m. in The Spot – Hall D

Every business needs to have a process in place for managing employee leave, whether it’s for a family vacation, medical reasons or other personal cases. Without a firm grasp of how to manage leave and an understanding of what’s required, this critical HR activity can potentially take up a significant part of an employer’s time and money. Taught by employment and human resources expert Michelle Coker, this course will cover leave obligations and best practices.

What this course will offer attendees:

Thursday, May 12, 2-3 p.m. in The Spot – Hall D

Employers of five or more employees will want to save a spot in this presentation by employment practices expert Michelle Coker. Discover what you need to know about compliance with CalSavers before the June 30, 2022, deadline.

Presenter: Michelle Coker and Ali Oromchian

Friday, May 13, 8:30–10 a.m. in 210 A/B

Although it is typical for employment laws to change every year, the last two years have brought more HR updates than usual for business owners to juggle as our state navigates the pandemic. With mandatory retirement offerings becoming a reality, this session will review the most pressing 2021-2022 employment law updates every practice owner needs to know as well as recent regulations surrounding vaccine mandates. Coker, a CDA employment expert, and. Oromchian, co-founder and CEO of HR for Health, will also discuss current and upcoming HR trends owners and managers can expect through the end of the year, including how to navigate a successful hiring process despite the staffing shortage dental offices are experiencing.

During this presentation you can expect to:

Friday, May 13, 10–11 a.m. in The Spot – Hall D

Practice management expert Katie Fornelli will review best practices for managing patient records and discuss some of the most frequent patient-records scenarios members encounter.

Leave this presentation with a better understanding of:

Presenters: Lisa Greer and Matthew Nelson

Friday, May 13,11a.m.–noon in The Spot – Hall D

With so many different dental benefits plans on the market, how do you select the right ones? This session will focus on the pros and cons of contracting with dental benefits plans in your practice.

Attendees will get advice on:

Friday, May 13, 2–3 p.m. in The Spot – Hall D

In this session, dental practice and policy expert Matthew Nelson will review best practices for embezzlement and audit controls. He will also address common scenarios that dentists encounter with their staff.

What you can expect to learn:

Friday, May 13, 3–4 p.m. in The Spot – Hall D

CDA’s dental benefits expert Lisa Greer will review the top 10 dental benefits questions asked by dentists and their staff.

Presenters: Lisa Greer and Katie Fornelli

Saturday, May 14, 8:3 –10 a.m. in California A/B

The front office sets the stage for managing patient collections and strong billing practices. When a practice has clear, defined and implemented patient collection and billing systems, the day runs efficiently and patients understand the payment expectations. This course will help you administer your practice’s billing and collections system with confidence.

Saturday, May 14, 11 a.m.–noon in The Spot – Hall D

Regulatory compliance expert Teresa Pichay will review the most frequently asked questions dentists and their staff have in the areas of prescriptions, Cal/OSHA, HIPAA, radiation safety and infection control. She will also answer audience questions.

Attendees will receive guidance on:

Saturday, May 14, 2-3 p.m. in The Spot – Hall D

More than 20 years after HIPAA became law, dental practices continue to struggle with understanding what is necessary to be compliant. In her second course on Saturday, Teresa Pichay will review the essential elements to compliance with patient rights, uses and disclosures of information requiring patient authorization, required and addressable safeguards, , written policies and procedures, employee training and discipline and conducting a risk analysis. Attendees will leave with a checklist to guide their efforts.

After each session, CDA’s team of experts who know dentistry will be available for one-on-one guidance at the member Benefits Center Booth #1102.

Register for CDA Presents and register in advance for the courses discussed above and all other courses through the registration platform. Learn more about the convention ― including information about COVID-19 safety protocols ― by visiting the CDA Presents FAQs page.

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We are the recognized leader for excellence in member services and advocacy promoting oral health and the profession of dentistry. Learn more about membership with CDA. Together, we champion better oral health care for all Californians.

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