Member Resource Center

As a dental professional, your time is valuable. Finding relevant financial and business information you can trust can be difficult and frustrating. We offer members timely advice and resources for improving personal and practice success.

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Forms, Guides and Letters

Tools you can use immediately to help you better operate your practice and manage your finances.


  • Forms, Guides and Letters
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  • Buying/Selling and Mergers
  • Letter for Acquiring a PracticePDF

  • Purchasing a competitor's practice and merging it into your own is an ideal strategy to boost practice volume quickly, on a cost-effective basis. Use our sample to compose your own letter to inform colleagues of your interest in acquiring a practice.
  • Forms, Guides and Letters
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  • Communication
  • Patient Letter – Flexible Payment OptionsPDF

  • Communicating regularly with your existing patient base about vital practice information is a very cost-effective internal marketing tool. Use our sample letter for informing patients about your practice's flexible payment options.
  • Forms, Guides and Letters
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  • Communication
  • Patient Letter – Unused Insurance BenefitsPDF

  • Communicating regularly with your existing patient base about vital practice information is a very cost-effective internal marketing tool. Use our sample letter for informing patients of unused benefits that will soon expire.
  • Forms, Guides and Letters
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  • Budget, Fees, Overhead
  • Ratios for Developing Your Practice BudgetPDF

  • Practice budgeting is critical to your financial success. Refer to our recommended percentages for the latest year to help you establish your budget.
  • Forms, Guides and Letters
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  • Budget, Fees, Overhead
  • Recommended Chart of Accounts – EndodonticsPDF

  • Use our sample Profit & Loss to develop a financial statement that will provide you with more useful information to better manage your endodontic practice.
  • Forms, Guides and Letters
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  • Budget, Fees, Overhead
  • Recommended Chart of Accounts – General DentistryPDF

  • Use our sample Profit & Loss to develop a financial statement that will provide you with more useful information to better manage your general dentistry practice.
  • Forms, Guides and Letters
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  • Budget, Fees, Overhead
  • Recommended Chart of Accounts – Oral SurgeryPDF

  • Use our sample Profit & Loss to develop a financial statement that will provide you with more useful information to better manage your oral surgery practice.
  • Forms, Guides and Letters
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  • Budget, Fees, Overhead
  • Recommended Chart of Accounts – OrthodonticsPDF

  • Use our sample Profit & Loss to develop a financial statement that will provide you with more useful information to better manage your orthodontic practice.
  • Forms, Guides and Letters
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  • Budget, Fees, Overhead
  • Recommended Chart of Accounts – PeriodonticsPDF

  • Use our sample Profit & Loss to develop a financial statement that will provide you with more useful information to better manage your periodontic practice.
  • Forms, Guides and Letters
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  • General/Other
  • Mutual Assistance AgreementDOCX

  • The most common practice contingency arrangement is a Mutual Assistance Agreement. Use this sample form to help protect your practice and your family.
  • Forms, Guides and Letters
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  • Personnel - Compensation
  • Total Pay StatementPDF

  • Use our recommended form to communicate the total compensation paid to each of your employees during the prior year.
  • Forms, Guides and Letters
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  • Employing Children
  • Child Job DutiesPDF

  • We recommended that doctors employ their children through their practice to help fund educational costs with tax-deductible dollars. Not sure what your child could do? Here's a list of potential business job duties.
  • Forms, Guides and Letters
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  • Financing
  • Loan Request Summary – Office BuildingPDF

  • To receive the most favorable rates, terms and conditions, submit a Loan Request Summary to at least 3 financial institutions with which you’re not currently doing business. Use our summary to help you create a proposal for an office building loan.
  • Forms, Guides and Letters
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  • Financing
  • Loan Request Summary – Refinancing Practice DebtPDF

  • To receive the most favorable rates, terms and conditions, submit a Loan Request Summary to at least 3 banks you’re not currently doing business with. Use our summary to help you create a proposal for obtaining or refinancing a practice loan.
  • Forms, Guides and Letters
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  • Billing/Collections
  • Patient Easy Pay Consent FormPDF

  • Offering flexible payment options, such as credit card financing, is vital to increasing treatment acceptance rates. Use our recommend form to obtain permission for automatic monthly charge of patients' credit cards.
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