Free Resources
Free guides, checklists, and templates. No sales call required.
Everything here is what we actually use with dental clients. Download it, run it against your own practice, and hand it to whoever manages your IT today.
HIPAA IT Checklist for Michigan Dental Practices
Thirty-six plain-English questions mapped to the administrative, physical, and technical safeguards in the HIPAA Security Rule, each with the regulatory citation beside it. Written for dental workflows: PMS access, digital charts, imaging systems, and the handoffs between hygienists, associates, and front desk. Ends with the gaps we find in almost every practice, in the order to fix them.
Best for: Dental practices of any size
Download FreeDental Practice Management Software Security Checklist (Dentrix / Eaglesoft / Open Dental)
A walkthrough of the accounts, backups, integrations, and remote access sitting behind whichever PMS you run. Covers the blind spots specific to each platform: shared logins, an unpatched server humming in a closet, and the third-party connections nobody remembers granting.
Best for: Practices running any dental PMS, server-based or cloud
Download FreeDigital X-Ray & Imaging Network Uptime Checklist
Sensors, pano/ceph units, and imaging software all depend on network health most practices never check until a scan fails mid-appointment. Covers dedicated network segments, storage for image archives, sensor and workstation maintenance, and how imaging talks to your PMS.
Best for: Practices running digital X-ray, pano/ceph, or intraoral scanning
Download FreeRansomware & Downtime Response Plan for Dental Practices
A step-by-step plan for the first 24 hours after ransomware, a PMS outage, or an imaging server failure: what to isolate, who to call, what to tell patients, and how to reopen without losing more data. Built to be printed and taped inside a supply closet, not read for the first time during an incident.
Best for: Practices without a written incident response plan
Download FreeBusiness Continuity & Disaster Recovery Plan Template for Dental Practices
A fill-in-the-blanks plan covering the contacts, systems, and vendors your practice depends on to reopen fast after fire, flood, ransomware, or an extended outage. Includes a recovery-time worksheet for every critical system and a paper-charting fallback for the day the computers are down.
Best for: Practices without a written continuity plan
Download FreePatient Data Breach Notification Guide for Dental Practices
What HIPAA and Michigan law actually require after a breach involving patient records: who to notify, on what timeline, and what the letter has to say. Walks through the scenarios that come up in real dental offices, from a stolen laptop to a compromised PMS server.
Best for: Practice owners and office managers
Download FreeFront Desk Phishing & Email Security Checklist for Dental Practices
The inbox is still the easiest way into a dental practice, and front desk staff are the most-targeted people in the building precisely because they are trained to be responsive to strangers. Red flags to watch for, what to verify before clicking, and what to do the moment someone already has.
Best for: Front desk, office managers, and anyone who opens email
Download FreeEmployee Offboarding & Access Review Checklist for Dental Practices
Hygienists, associates, and front desk staff turn over, and access that outlives employment is one of the most common findings in a security review. Covers PMS logins, shared accounts, physical access, and a quarterly review so nothing gets missed between exits.
Best for: Office managers and practice owners
Download FreeCyber Insurance Readiness Worksheet for Dental Practices
The exact technical questions dental-focused cyber insurance applications ask, what a truthful yes actually requires, and the gaps that turn into a denied claim after the fact. Covers MFA, backup testing, endpoint protection, and email security.
Best for: Practices applying for or renewing a cyber policy
Download FreeNew Dental Practice IT Setup Checklist
A room-by-room, system-by-system build-out list for opening a new practice or rebuilding the IT of one you just bought: network, PMS, imaging, and security, all ready before the first patient sits down. Includes the lead-time traps that catch new owners off guard.
Best for: Startup and de novo practices, and new acquisitions
Download Free12 Questions to Ask Your Dental IT Provider
A buyer's guide written to be used against us as much as anyone. Twelve questions covering response time, dental-specific experience, HIPAA knowledge, backup testing, and what happens when your imaging system goes down, each with the answer that should worry you.
Best for: Anyone evaluating or renewing a dental IT provider
Download FreeMulti-Location Dental Group & DSO IT Buyer's Guide
What changes when a practice becomes two, five, or fifteen: standardizing PMS and imaging across locations, centralized monitoring, and a vendor relationship that scales with you instead of becoming the bottleneck. Covers what to standardize before your next acquisition, not after.
Best for: Dental groups and DSOs with two or more locations, or planning to be
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Is there really no sales call required to get a guide?
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Want us to run the checklist with you instead?
We will walk your actual environment against the same baseline and give you a written findings report you keep either way.
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