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Patient Documentation Best Practices

Best practices in creating and managing your patient records.

Patient Documentation Best Practices

In less than one hour, dental employees can complete three quick lessons that cover patient documentation and record keeping best practices as they apply to the dental chart.

  • Lesson 1: Patient Documentation Best Practices
  • Lesson 2: Conducting Chart Audits
  • Lesson 3: Transferring Records

Subject to your state board rules, this course provides .68 hour of AGD PACE CE.

Note- This training course covers basic documentation and record keeping standards and does not contemplate any unique state-specific requirements. Check with your local state dental board for additional local requirements as they may add additional requirements for your dental practice.

Enroll today!

This course requires:

  • A stable internet connection
  • Monitor or phone screen
  • Computer/phone audio or headphones


Your Instructor


Cary Smith, CPHRM
Cary Smith, CPHRM

Noted as a skilled risk management and compliance speaker in dentistry, Cary Smith’s lectures are syncope free, fun, and provide actionable resources you can use in your practice. He has provided training programs for private practices, DSOs, Seattle Study Clubs, AGD, Texas Dental Association, American Association of Dental Office Managers, and many others.

Cary is a Certified Professional in Healthcare Risk Management from the American Hospital Association and the American Society for Healthcare Risk Management. His professional background includes 15 years of risk management experience in dentistry and 11 years of corporate HR work with companies like Motorola, CIGNA Healthcare, and The Hartford Insurance Company.

Cary works with hundreds of dentists through his companies—Dentist Secure, Dentist Secure Labs, and Done Desk.


Courses Included with Purchase



OSHA for Dental Practices
Employee training on OSHA standards for dental practices.
Cary Smith, CPHRM
$29
Introduction to Dental Risk Management Course
A risk management course for dental professionals.
Cary Smith, CPHRM
FREE
HIPAA For Dental Practices
Employee training on HIPAA standards for dental practices.
Cary Smith, CPHRM
$22
Texas HIPAA HB300 House Bill 300
Employee training on Texas HB300 standards for dental practices.
Cary Smith, CPHRM
$29
Virtual Audit- OSHA Dental Practice Walk Through
Training to help you conduct self-audits to ensure compliance with OSHA regulations for dental practices.
Cary Smith, CPHRM
$199
Managing Patient Dissatisfaction
Cary Smith, CPHRM
$75
Facing COVID-19 With A Leadership Mindset for Dental Professionals
Learn how to face COVID-19 with a leadership mindset within your dental practice
Rachel Jendrzey
FREE

Original Price: $354


Frequently Asked Questions


When does the course start and finish?
The course starts now and ends when you complete the lectures at your own pace! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
After enrolling, you have access to this course for 60 days - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!