Dental Regulatory Compliance Checklist: State & Federal Guidelines

Stay compliant and avoid costly penalties! Our Dental Regulatory Compliance Checklist ensures your practice adheres to all state and federal guidelines, covering everything from HIPAA to OSHA. Simplify your compliance journey and focus on patient care. Download now!

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HIPAA Compliance

1 of 10

Ensuring patient privacy and data security according to HIPAA regulations.

Do you have a designated HIPAA Compliance Officer?

Describe your Business Associate Agreements (BAAs) process.

Are all staff members trained on HIPAA regulations annually?

Last HIPAA training date.

Describe your procedures for handling patient data breaches.

Are patient portals secured with multi-factor authentication?

Upload a copy of your HIPAA Privacy Notice.

OSHA Compliance

2 of 10

Maintaining a safe work environment and adhering to OSHA standards for infection control and workplace safety.

Last eyewash station inspection date

Last sharps container replacement

Type of PPE readily available (e.g., gloves, masks, gowns)

Hazard Communication Plan components reviewed?

Respiratory Protection Program in place?

Summary of recent OSHA training topics

Date of last hazard assessment

State Dental Board Regulations

3 of 10

Compliance with specific rules and requirements set by the state dental board regarding licensing, practice standards, and continuing education.

Last License Renewal Date

Continuing Education Credits Earned (Current Reporting Period)

Current License Status

Date of Last Board Audit (if applicable)

Summary of any Disciplinary Actions (if applicable)

Supervision Type (for Dental Hygienists/Assistants, if applicable)

Number of Registered Dentists in Practice (if group practice)

DEA Compliance (if applicable)

4 of 10

Adherence to Drug Enforcement Administration regulations for controlled substances, including proper storage, inventory, and dispensing.

DEA Registration Status?

Registration Number

Registration Expiration Date

Summary of Controlled Substances on Hand (as of last inventory)

Inventory Count - Morphine (mg)

Inventory Count - Hydrocodone (mg)

Secure Storage Method?

Date of Last Physical Inventory

Medicare/Medicaid Compliance (if applicable)

5 of 10

Following guidelines for billing and documentation for patients covered by Medicare or Medicaid programs.

Provider Enrollment Status

NPI Number

Tax Identification Number (TIN)

Last Medicare/Medicaid Audit Date

Summary of Recent Audit Findings (if applicable)

Claims Submission Method

Copy of Current Enrollment Agreement

ADA Standards for Accessibility

6 of 10

Ensuring the dental practice is accessible to individuals with disabilities, complying with ADA requirements for physical access and communication.

Entrance Ramps: Verify presence and slope (max 1:12)

Doorway Width: Measure clear width (minimum 32 inches)

Exam Room Door Width: Measure clear width (minimum 32 inches)

Accessible Parking: Is accessible parking available?

Accessible Restroom: Is an accessible restroom available?

Accessible Toilet Height: Record the height of the toilet seat (minimum 17-19 inches)

Accessible Sink: Clearance beneath sink (minimum 28 inches)

Photos of Accessible Areas (Entrance, restroom, exam room)

Controlled Substance Management

7 of 10

Verification of secure storage, detailed record-keeping, and proper disposal procedures related to controlled substances.

Last Controlled Substance Inventory Date

Starting Quantity of [Substance Name]

Quantity Used/Dispensed During Period

Quantity on Hand at End of Period

Discrepancy Found?

Description of Discrepancy (if applicable)

Method of Reconciliation

Notes/Comments

Environmental Regulations

8 of 10

Adherence to local, state, and federal environmental regulations regarding waste disposal, water usage, and emissions.

Water Usage (Gallons/Month)

Waste Volume (lbs/Month)

Waste Disposal Method

Last Wastewater Discharge Permit Review Date

Hazardous Materials Stored

Description of Waste Management Procedures

Infection Control Protocols

9 of 10

Regular review and adherence to established infection control protocols including sterilization, disinfection, and personal protective equipment (PPE).

Autoclave Cycle Count

Last Instrument Reprocessing Validation Date

Surface Disinfectant Used

PPE Used During Procedures

Notes on Unusual Issues/Deviations

Date of last surface disinfection

Type of Water System

Record Keeping & Documentation

10 of 10

Ensuring accurate and complete patient records, adherence to retention policies, and secure storage of sensitive information.

Record Retention Policy Review Date

Number of Years Patient Records Retained (Digital)

Number of Years Patient Records Retained (Physical)

Record Storage Method (Digital/Physical)

Summary of Record Destruction Procedure

HIPAA Business Associate Agreements Current?

Date of Last Audit of Patient Records

Details of any Corrective Actions following Audit

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