American Dental Association

Creating and Updating an Employee Policy Manual: Policies for Your Practice


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       Acknowledgements

      The American Dental Association’s Department of Product Development and Sales developed this publication.

      Principal contributors to this manuscript were made by Kathryn Pulkrabek, Manager/Editor, Professional Products, Department of Product Development and Sales and Carolyn B. Tatar, M.B.A., Senior Manager, Department of Product Development and Sales.

       Legal Disclaimer

      In making this publication available, the ADA does not, nor does it intend to, provide legal or professional advice. Nothing here represents the ADA’s legal or professional advice as to any particular situation you may be facing. You should seek legal or professional advice from a qualified professional or attorney admitted to practice in your jurisdiction. Any discussion of tax matters contained herein is not intended or written to be used, and cannot be used, for the purpose of avoiding any penalties that may be imposed under federal tax laws.

      The ADA Practical Guide to Creating and Updating an Employee Policy Manual discusses certain federal, but not state or local, laws. Each dental practice must be aware of and comply with all applicable federal, state and local laws. The ADA Practical Guide to Creating and Updating an Employee Policy Manual refers to federal statutes and regulations adopted by various federal agencies, such as the Department of Health and Human Services. However, this publication has not been approved by these or any other federal agencies.

      We have made every effort to make this publication useful and informative. As a consumer of the information, however, you must understand that the law varies from jurisdiction to jurisdiction, and it sometimes changes more rapidly than this publication. For that reason, we make no representations or warranties of any kind about the completeness, accuracy, or any other quality of this publication or any updates, and expressly disclaim all warranties, including all implied warranties (including any warranty as to merchantability and fitness for a particular use).

      To the extent we have included links to any website, we intend no endorsement of their content and imply no affiliation with the organizations that provide their content. Nor do we make any representations or warranties about the information provided on those sites, which we do not control in any way.

      The ADA does not necessarily endorse the non-ADA resources that may appear or are otherwise referenced in The ADA Practical Guide to Creating and Updating an Employee Policy Manual.

      Additional copies of this book may be ordered by calling 800.947.4746 or by visiting adacatalog.org.

      © American Dental Association 2015

      The ADA Practical Guide to

      Creating and Updating an Employee Policy Manual

      Table of Contents

       Introduction

       How to Use This Book

       How to Write an Office Policy

       Checklist: What to Include in an Employee Policy Manual

       Chapter 1: Employee Recruitment

       Job Descriptions

       • Licenses and Your State Dental Practice Act

       • Sample Job Descriptions

      

Associate Dentist (Employee)

      

Business Manager

      

Dental Assistant

      

Dental Hygienist

      

Administrative Assistant

      

Treatment Coordinator

      

Office Manager

      

Marketing and Communications Coordinator

      

Billing and Claims/Financial Coordinator

      

HIPAA Security Official

      

HIPAA Privacy Official

       • Who to Hire First

       • Skills and Attributes Inventory Worksheet

       Employee Resources

       • Employment Agencies

       • Educational Institutions

       • Professional Associations

       • State and Local Dental Societies

       • Dental Supply Representatives