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Dental Office Policies And Procedures Check List - Massachusetts ...

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<strong>Dental</strong> <strong>Office</strong> <strong>Policies</strong> and <strong>Procedures</strong> <strong>Check</strong> <strong>List</strong><br />

POLICIES/PROCEDURES FREQUENCY DATE COMPLETED<br />

A. Licenses/certifications/permits/regulations<br />

1. <strong>Dental</strong> license renewal–dentist biannually (even years) __________________<br />

2. Document dental license renewal–hygienist biannually (odd years) __________________<br />

3. Renew anesthesia permit–dentist biannually with license __________________<br />

4. Renew anesthesia permit–office biannually with license __________________<br />

5. Document hygienist anesthesia permit biannually with license __________________<br />

6. Document DANB certification–CDA’s annually __________________<br />

7. Renew DEA license every 3 years __________________<br />

8. Renew <strong>Massachusetts</strong> Controlled Substance Certificate every 3 years __________________<br />

9. Renew x-ray machine registration annually __________________<br />

10. Very Small Quantity generator (VSQG) registration once __________________<br />

11. CPR renewal (not currently required, but strongly suggested) biannually with license __________________<br />

12. OJT dental assistants (radiology certification) once __________________<br />

13. Recertify amalgam separator every 5 years __________________<br />

14. _________________________________ __________________<br />

B. Insurances<br />

1. Renew professional liability (malpractice) insurance annually __________________<br />

2. Renew business and property insurance annually __________________<br />

a. overhead __________________<br />

b. workman’s compensation __________________<br />

c. office liability __________________<br />

d. hazard __________________


POLICIES/PROCEDURES FREQUENCY DATE COMPLETED<br />

3. Renew disability insurance annually __________________<br />

4. Renew health/medical insurance annually __________________<br />

5. Review life insurance annually __________________<br />

6. Review and renew other business insurances annually __________________<br />

7. __________________________________ __________________<br />

C. Taxes<br />

1. File personal income taxes annually __________________<br />

2. Self-employment tax annually __________________<br />

3. File/pay state use tax annually __________________<br />

4. Payroll taxes varies<br />

(check with accountant)<br />

__________________<br />

5. Personal/business property tax annually __________________<br />

6. ___________________________________ __________________<br />

D. Continuing Education<br />

1. Dentist- 40 hours of acceptable credits biannually with license<br />

(even years)<br />

2. Hygienist- 20 hours of acceptable credits biannually with license<br />

(odd years)<br />

__________________<br />

__________________<br />

3. <strong>Dental</strong> assistants- to maintain CDA annually __________________<br />

4. ___________________________________ __________________<br />

E. Employees/training/in-house<br />

1. OSHA Blood Borne Pathogens Standard annually __________________<br />

2. OSHA Hazards Communication (MSDS) annually __________________


POLICIES/PROCEDURES FREQUENCY DATE COMPLETED<br />

3. Radiation safety annually __________________<br />

4. Fire extinguishers and emergency (fire) annually __________________<br />

5. ___________________________________ __________________<br />

F. Employees<br />

1. Performance review annually __________________<br />

2. Update employee health files annually __________________<br />

3. Sexual harassment policy annually __________________<br />

4. Labor laws/labor law posters as necessary __________________<br />

5. Immunizations (e.g. Hepatitis B/boosters) as necessary __________________<br />

6. ___________________________________ __________________<br />

G. <strong>Office</strong>/equipment<br />

1. Replace amalgam separator cartridge as necessary __________________<br />

2. Review fire evacuation plan and fire annually __________________<br />

extinguisher readiness<br />

3. Review maintenance schedule/procedures for: annually __________________<br />

“compressor, suction, amalgam separator, hand pieces,”<br />

“autoclave, x-ray processor”<br />

4. Back-flow prevention devices testing twice a year __________________<br />

5. Nitrous oxide/oxygen/other compressed gas cylinders annually __________________<br />

6. <strong>Office</strong> waste disposal contracts annually __________________<br />

7. Emergency drug kit/first aid annually __________________<br />

8. Clean plaster trap as needed __________________<br />

9. ___________________________________ __________________


POLICIES/PROCEDURES FREQUENCY DATE COMPLETED<br />

H. <strong>Dental</strong> Insurance<br />

1. Review contracts annually __________________<br />

2. Update to current CDT codes biannually __________________<br />

3. ___________________________________ __________________<br />

I. Miscellaneous<br />

1. HIPAA Privacy requirements __________________<br />

2. HIPAA Security requirements __________________<br />

3. HIPAA National Provider Identifier once by May 2007 __________________<br />

4. ___________________________________ __________________<br />

Provided as a member benefit from the <strong>Massachusetts</strong> <strong>Dental</strong> Society Council on <strong>Dental</strong> Practice, 2006.<br />

Contact the <strong>Massachusetts</strong> <strong>Dental</strong> Society with questions about these policies or procedures.<br />

(800) 342-8787

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