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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.

Buying or Selling a Practice

Recommended steps for protecting liability when buying or selling 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

Developing Effective Employment Practices

Use this guide to reference effective risk management techniques in your employment practices

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

Practice Interruption and Mutual Aid Guidelines

Assistance in the organization of a mutual aid group and guidance in the event a dentist suffers a disability or...

Property: Before and After a Loss

Step-by-step tips on how to take swift and appropriate action to mitigate property losses

Recognizing and Reacting to Employee Embezzlement

Embezzlement methods, recovery and prevention strategies

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