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CE courses to expand your mind and make you even more nerdy. We Have Deep Industry Knowledge and Partner With The Best In The Business Tooth Nerd LLC is an approved PACE Program Provider for FAGD/MAGD credit and AGD Approved Courses. Approval does not imply acceptance by any regulatory authority or AGD endorsement. Provider ID# 389654 | 3/1/2023 to 2/28/2026 Tooth Nerd Home Tel. (512) 222-3812 17503 La Cantera Pkwy #104-21 San Antonio, TX 78257 Terms of Service Privacy Policy

Dental CE and compliance for dental practices. Get manuals, training, and more. Privacy Policy Effective Date: 07/01/2025 Last Updated: 07/01/2025 Tooth Nerd LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when you use our website, services, online training courses, and related platforms (collectively, the “Services”). This Privacy Policy explains how we collect, use, share, and protect your information. It also outlines your privacy rights under state and federal laws. 1. Information We Collect We collect the following categories of information: A. Personal Information Information that identifies, relates to, or could reasonably be linked to a specific individual, including: Name Email address Mailing address Phone number Company or employer Job title or role Payment and billing information Login credentials B. Usage Data Information about your activity on our Services: IP address Browser type and version Device type and operating system Pages viewed and session duration Clickstream data Course progress and completion data C. Sensitive Personal Information (as defined under CPRA) We do not intentionally collect sensitive personal information unless specifically provided by you for training or certification purposes. 2. How We Use Your Information We may use your information for the following purposes: To provide and maintain our Services To enroll you in training programs To track your course progress and certifications To communicate with you regarding your account, training, or customer service requests To send administrative updates, promotional offers, or educational content (you may opt out) To comply with legal obligations To prevent fraud and protect the security of our Services For internal analytics and product development 3. How We Share Your Information We may share your information with: Service Providers: For hosting, analytics, payment processing, email delivery, and customer support Business Partners: If you’re enrolled in a program through an employer or third-party group Legal Authorities: When required to comply with a legal obligation, court order, or governmental request Corporate Transfers: In connection with a merger, sale, or acquisition We do not sell or share your personal information for cross-context behavioral advertising. 4. Your Privacy Rights Depending on your state of residence, you may have the following rights: A. Right to Know You may request details about the personal information we collect, use, and share. B. Right to Delete You may request that we delete your personal information, subject to lawful exemptions. C. Right to Correct You may request correction of inaccurate personal information. D. Right to Opt-Out You may opt out of the sale of your personal data or targeted advertising. We do not currently sell personal data or use it for targeted advertising. E. Right to Non-Discrimination We will not deny you services or charge different prices if you exercise your rights. F. How to Exercise Your Rights Email us at support@toothnerd.com with the subject line “Privacy Request.” We may need to verify your identity before processing your request. If you are a California resident, you may designate an authorized agent to make requests on your behalf. 5. Data Retention We retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law. 6. Data Security We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no system is completely secure, and we cannot guarantee the security of your data. 7. Children’s Privacy Our Services are not intended for children under the age of 13 (or 16 in some states). We do not knowingly collect personal data from minors without parental consent. 8. Cookies and Tracking Technologies We use cookies and similar technologies to analyze usage, personalize content, and improve your experience. You can control cookies through your browser settings. 9. Third-Party Links Our Services may include links to third-party websites or services. We are not responsible for the privacy practices of those third parties. 10. International Users Our Services are intended for use in the United States. If you are accessing from outside the U.S., you understand and agree that your data may be transferred and stored in the United States. 11. Changes to This Privacy Policy We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Effective Date." Your continued use of the Services after any update constitutes your acceptance of the revised policy. 12. Contact Us If you have questions or concerns about this Privacy Policy, or if you wish to exercise your privacy rights, please contact us: Tooth Nerd LLC 17502 La Cantera Pkwy #104-21 San Antonio, TX 78257 support@toothnerd.com 512.222.3812 CALIFORNIA PRIVACY POLICY Effective Date: August 5th, 2025 Last Updated: August 5th, 2025 This California Privacy Policy supplements the information contained in the general Privacy Policy of Tooth Nerd LLC (“Tooth Nerd,” “we,” “our,” or “us”) and applies solely to residents of the State of California (“consumers” or “you”) as required by the California Consumer Privacy Act (CCPA) and as amended by the California Privacy Rights Act (CPRA). 1. Categories of Personal Information We Collect We may collect the following categories of personal information: Category Examples Identifiers- Name, email address, phone number, IP address, account credentials Personal Records- Billing address, CE course history, professional license information Commercial Information- Purchase history, training access logs Internet Activity- Device/browser type, pages visited, time spent, cookies Geolocation Data- Approximate location based on IP address Professional Information- Job title, dental license status, employer Inferences- Preferences or behavior derived from course engagement We do not collect sensitive personal information as defined under the CPRA (e.g., Social Security numbers, precise geolocation, biometric data). 2. Purpose for Collection We collect and use personal information for the following purposes: To provide access to CE courses and track completions To communicate course reminders, updates, and support To improve our website and user experience To meet regulatory and legal requirements To manage subscriptions, billing, and account access To provide customer service and technical support To analyze usage patterns and improve our services 3. Sources of Personal Information We collect personal information: Directly from you when you sign up, enroll in a course, or contact us Automatically through our website and platform via cookies and tracking tools From authorized partners (e.g., Done Desk Inc. if you're accessing Tooth Nerd through their platform) 4. Disclosure of Personal Information We do not sell your personal information. We may share your data with the following types of third parties: Service Providers (e.g., hosting providers, analytics, payment processors) Compliance Platforms (e.g., Done Desk Inc., if you are enrolled through their platform) Legal or regulatory authorities, when required by law In all cases, we only share what is necessary to fulfill the service. 5. Your Rights Under California Law You have the following rights under CCPA/CPRA: Right to Know what personal information we collect, use, or share Right to Access and receive a copy of your personal data Right to Delete your personal information (with certain exceptions) Right to Correct inaccurate personal information Right to Opt Out of data sharing (if applicable) Right to Limit Use of sensitive personal information (not applicable in our case) Right to Non-Discrimination for exercising your privacy rights 6. How to Exercise Your Rights To make a privacy-related request, you can contact us: By email: support@toothnerd.com By phone: 512.222.3812 By mail: 17503 La Cantera Pkwy #104-21 We may need to verify your identity before fulfilling your request. 7. Data Retention We retain personal information as long as reasonably necessary to fulfill the purposes described above, meet legal requirements, or resolve disputes. 8. Updates to This Policy We may update this policy from time to time to reflect changes in the law or our business practices. The updated policy will be posted with a revised “Effective Date.” 9. Contact Us For questions about this policy or your privacy rights, please contact: Tooth Nerd LLC Email: support@toothnerd.com Phone: 512.222.3812 Tooth Nerd Home Tel. (512) 222-3812 17503 La Cantera Pkwy #104-21 San Antonio, TX 78257 Terms of Service Privacy Policy

Stay ahead of dental regulations with Tooth Nerd's expert-built dental compliance programs. OSHA, HIPAA, Infection Control, and more—customized for dental practices and built for real-world use. ✌️1. Perfect Your Program 2. Train Employees 3. Go Fast! 1. 🤔 Quick Start For Dental Practices Take the fist step here, we'll send you an invitation to join our program. Purchase $599 Get your dental office fully compliant—fast. Quick Start is your complete, step-by-step system for meeting OSHA, HIPAA, and Infection Control requirements with confidence and clarity. This all-in-one program delivers everything you need to launch or overhaul your compliance program with ease. You'll get: Bite-sized admin training for OSHA, HIPAA, Radiation, and Infection Control Pre-built manuals you can customize in minutes Bloodborne Pathogens, Hazard Communication, Respiratory Safety, Fire Plans, Ergonomics, Medical Waste—it's all covered Self-audit checklists and facility setup guidance Radiation Safety planning, including a ready-to-use manual and inventory tools A built-in HIPAA Security Risk Assessment and optional Cybersecurity training One-on-one compliance coaching with a dental risk management expert Optional team training add-ons to check the boxes for individual OSHA and HIPAA staff requirements Whether you're just starting up or tightening up, this program gives you the structure, support, and shortcuts to finally get compliance DONE. 2. 🤓 OSHA/HIPAA Training for Employees Take the fist step here, we'll send you an invitation to join our program. Purchase $39 / EE Employee Compliance Training For retraining current employees or setting up new hires on compliance with OSHA and HIPAA. This fast paced program gives your new hire the annually required training they need to get started fast. $39 per employee Duration: 3.0 hours broken up into sessions that range from 9 to 30 minutes Certificates of completion awarded OSHA Bloodborne Pathogens Standard Hazard Communication Standard (HAZCOM) Personal Protective Equipment (PPE) Infection Control and Prevention Respiratory Protection Ergonomics and Musculoskeletal Disorders Fire Safety and Emergency Action Plans Exposure Control Plans Recordkeeping and Reporting Federal HIPAA Understanding Patient Privacy Rights Protecting Patient Information (PHI) Recognizing and Reporting Security Incidents Handling PHI During Daily Tasks Proper Use and Disclosure of PHI Secure Communication Methods Recognizing Social Media Risks with PHI How to Handle Patient Record Requests Safeguarding Physical and Digital Records Responding to HIPAA Breaches or Violations 🚀 GO FAST Create repeatable processes that make your practice fly! See Done Desk Running a Dental Practice Shouldn’t Feel Like Chaos. Tooth Nerd is all about helping dental professionals lead with confidence, grow in their careers, and keep their practices sharp. But leadership needs backup—and that’s where Done Desk comes in. ✅ Compliance? Covered. ✅ Training? Streamlined. ✅ Tasks? Tracked. ✅ Paperwork? Digital. Done Desk is the all-in-one platform built by dental experts for dental practices. From OSHA to HIPAA, from onboarding to monthly audits, Done Desk keeps your team on task, your paperwork in order, and your practice protected. If you're serious about leveling up your team and making leadership easier, Done Desk is the sidekick your practice needs. Tooth Nerd recommends it. Your future self will thank you. We Have Deep Industry Knowledge and Partner With The Best In The Business Tooth Nerd LLC is an approved PACE Program Provider for FAGD/MAGD credit and AGD Approved Courses. Approval does not imply acceptance by any regulatory authority or AGD endorsement. Provider ID# 389654 | 3/1/2023 to 2/28/2026 Tooth Nerd Home Tel. (512) 222-3812 17503 La Cantera Pkwy #104-21 San Antonio, TX 78257 Terms of Service Privacy Policy

Terms of Service Effective Date: 07/01/2025 These Terms of Service ("Terms") govern your access to and use of our online training courses, including all related content, materials, manuals, coaching, downloads, and services ("Services"). By purchasing, accessing, or using our Services, you agree to these Terms in full. 1. Educational Purpose Only Our training programs are intended for general educational purposes only and do not constitute legal, medical, or regulatory compliance advice. It is your responsibility to evaluate your own workplace environment, train employees on your specific policies and procedures, and ensure compliance with all applicable federal, state, and local laws and dental board regulations. 2. No Guarantee of Compliance While our courses cover essential compliance topics such as OSHA, HIPAA, Infection Control, and Radiation Safety, completion of this training does not, by itself, constitute full compliance. Regulations vary by state and can change without notice. Employers must assess their own risks and tailor their compliance programs accordingly. 3. Commitment to Compliance We are committed to helping dental practices stay informed and compliant. We make every effort to keep our course materials, templates, and tools up to date with current federal regulations and state dental board rules. However, due to the evolving nature of laws and guidelines, we cannot guarantee that all course content reflects the most recent regulatory changes. It remains the responsibility of the employer to verify that their practice is in full compliance with the most current rules applicable in their jurisdiction. 4. License to Use Upon purchase, you are granted a limited, non-exclusive, non-transferable license to access and use the course content for internal training purposes only. You may not reproduce, distribute, or share course materials outside of your organization without express written permission. 5. User Accounts and Access Access is granted on a per-user basis. You agree not to share login credentials. Unauthorized access or redistribution of materials may result in immediate suspension or termination of your account. 6. Intellectual Property All content—including videos, manuals, templates, graphics, logos, and trademarks—is the intellectual property of Tooth Nerd LLC or its licensors. You may not copy, modify, distribute, or commercially exploit any materials without prior written consent. 7. Refund Policy Due to the digital and immediately accessible nature of our content, we do not offer refunds once access to the training has been granted. Please review all course descriptions and previews before purchasing. 8. Limitation of Liability To the fullest extent permitted by law, Tooth Nerd LLC is not liable for any direct, indirect, incidental, or consequential damages arising out of your use of or reliance on the Services. 9. Privacy Use of our Services is subject to our Privacy Policy, which explains how we collect, use, and protect your personal information. By agreeing to these Terms, you also consent to our Privacy Policy. 10. Modifications to Terms We reserve the right to update or modify these Terms at any time. Continued use of the Services after any changes indicates acceptance of the updated Terms. 11. Governing Law These Terms shall be governed by and interpreted in accordance with the laws of the State of Texas, without regard to conflict of law principles. Contact Us If you have any questions about these Terms or our training program, please contact us at: Tooth Nerd LLC 17503 La Cantera Pkwy #104-21 San Antonio, TX 78257 support@toothnerd.com 512.222.3812 Tooth Nerd Home Tel. (512) 222-3812 17503 La Cantera Pkwy #104-21 San Antonio, TX 78257 Terms of Service Privacy Policy

License renewal CE and compliance for dental practice owners and dental professionals. OSHA, HIPAA, Infection Control, Radiation and more. Geeking Out On Dental Learning Tooth Nerd We teach dental nerds cool things so they can: Learn. Earn. Lead. Live. 🙌 Tooth Nerd Programs State Compliance Nerd Get your dental office started — or fully up to date — with our comprehensive compliance training. We provide the latest programs in OSHA, HIPAA, Infection Control, and Radiation Safety, ensuring your team is trained, confident, and audit-ready. Whether you're launching a new practice or need to refresh your protocols, we make compliance simple, efficient, and effective. Learn More State CE Nerd Take CE that does more than check a box. Our continuing education courses help you renew your license, expand your clinical and leadership skills, and boost the overall effectiveness of your practice. Learn with purpose, grow with confidence, and bring more value to every patient interaction. Find Your State RDA to Leader RDA to Leader is a 7-month development program designed to transform high-potential dental assistants into confident, capable practice leaders. Through weekly video lessons, live cohort sessions, real-world leadership exercises, and guided conversations with their employer, RDAs gain the mindset, skills, and business understanding to take ownership of their role and drive real impact in the practice. It's more than CE — it's a career accelerator. Enrolling for January 2026 Crafted by clinical risk experts with real-world dental experience — and backed by top-tier friends across the industry. Tooth Nerd LLC is an approved PACE Program Provider for FAGD/MAGD credit and AGD Approved Courses. Approval does not imply acceptance by any regulatory authority or AGD endorsement. Provider ID# 389654 | 3/1/2023 to 2/28/2026 Tooth Nerd Home Tel. (512) 222-3812 17503 La Cantera Pkwy #104-21 San Antonio, TX 78257 Terms of Service Privacy Policy Media

FOR IMMEDIATE RELEASE Done Desk EDU is Now Tooth Nerd — A New Name, Same Nerdy Commitment to Dental Training, in Partnership with Done Desk Inc. Austin, Texas —August, 5th 2025 — We’re excited to announce that Done Desk EDU has officially rebranded as Tooth Nerd—a fresh identity for the same trusted source of dental compliance, CE, and leadership training. Built by dental risk managers and trainers who live for the details, Tooth Nerd delivers smarter, more engaging education for dental professionals who want to stay sharp, compliant, and ahead of the curve. What’s Changing We’ve changed our name, visual identity, and messaging to better reflect who we serve and how we serve them. As Tooth Nerd, we’re leaning into the fun, nerdy side of clinical compliance, leadership development, and continuing education—all with real-world relevance for dental teams. You’ll start seeing our new branding across all digital platforms, course materials, and communications. Why the Change Done Desk EDU began as a simple course offering but quickly grew into something more. Today, we provide practical training and CE that help entire dental teams—from new hires to seasoned leaders—build safer, smarter, and more effective practices. The new name Tooth Nerd reflects that evolution and better connects with the community we serve: those who care about doing it right, leading well, and continuously learning. What’s Staying the Same Same nerdy leadership and ownership Same great content (still AGD PACE-credentialed and state-compliant) Same team of dental compliance experts and educators Your logins, course progress, and records remain untouched You can count on the same level of support, service, and quality you’ve come to expect—just with a more memorable name and a sharper brand. A Continued Content Partnership with Done Desk Inc. We’re proud to continue our content partnership with Done Desk Inc., the dental industry’s go-to compliance technology platform. Tooth Nerd courses are available directly inside the Done Desk platform, where many of our larger multilocation dental clients manage compliance workflows, automate training assignments, and streamline documentation. For organizations using Done Desk, our content continues to power automated, trackable training. To learn more about Done Desk’s compliance technology, visit www.donedesk.com . New Access: Tooth Nerd Courses Available Standalone In addition to being available inside Done Desk, Tooth Nerd courses are now offered as standalone courses directly at www.toothnerd.com . Whether you’re a solo practice, new hire, or curious leader, you can now access our growing library of CE, compliance, and leadership development courses—without needing a full platform subscription. What You Need to Know You don’t need to take any action. Your current access continues. All your CE records and certifications remain valid and available. New branding, same nerdy content you can trust. Welcome to Tooth Nerd If you're passionate about running a sharp, safe, and well-led dental practice—you’ve found your people. Tooth Nerd is here to help you learn, lead, earn CE, and level up with confidence. To explore our new offerings, visit www.toothnerd.com To learn more about our platform partner, visit www.donedesk.com Questions? Email us at support@toothnerd.com. Media Contact: Cary Smith Chief Nerd and Clinical Risk Manager support@toothnerd.com

Download this guide. Reach out to your leader. This could be the moment they help you take the next big step. 👋 Why I'm Bringing This to You RDA Transformation: The Future-Proof You Turning Point? Are you an RDA who feels like you’re capable of more — but just don’t know where to start? Do you ever find yourself taking on extra responsibility, helping the team run smoother, or solving problems no one else sees… but without a clear path to grow? This RDA to Leader program was built for you. This isn’t just about learning new clinical skills. It’s about developing the leadership habits, business awareness, and communication tools that make you the go-to person in your practice. It’s about turning your work ethic, attitude, and professionalism into real career momentum. Ask yourself: Do you want to be more than “just the assistant”? Are you ready to be trusted with more — and actually prepared for it? Would you say yes to growth if someone finally gave you a roadmap? If so, this 7-month program is your next move. You’ll get weekly lessons, mentorship, peer support, and guided conversations with your doctor to connect your learning directly to your role. You'll gain confidence, increase your value to the practice, and future-proof your career — wherever it takes you next. You’re already showing leadership. Let’s build on it. Let’s get you to the next level. Program Summary: 7 Months- Preregister your interest for January 2026 start 70 Lessons 28 Live Peer Meetings 25 Executive Women Sessions 14 Leadership Conversations Hosted by Entrepreneurs and Clinical Risk Managers The RDA to Leader program is a 7-month professional development course designed for Registered Dental Assistants who are ready to grow beyond the chair. This program equips high-potential RDAs with the skills, mindset, and business understanding needed to lead within their practice — without needing a formal title. Through guided video lessons, peer discussions, and real conversations with their practice leaders, participants build the habits, behaviors, and confidence of future dental business leaders. Topics Covered: Leading Yourself: Habits, Mindset & Professional Identity Revenue Cycle: The Business of Money Showing Up Like a Pro: Personal Professionalism & Reputation Mental Toughness in the Operatory Intentional Language & Owning Your Voice Breaking the Funk: Reset Ruts and Reclaim Drive Integrity & Influence: Leading by Example Owning Your Growth: Building a Personal Development Plan Understanding the Business: Connecting People to Profits Fall in Love with the Craft: Mastering the Fundamentals Business Basics: Practice Structures, Leadership Pathways, and Communication Capstone: Putting It All Together Career Benefits: Develop real leadership skills without leaving your clinical role Increase your value to the practice by understanding operations and workflows Build confidence in communication, decision-making, and personal growth Earn more trust, responsibility, and potential career advancement Future-proof your career for changes in ownership, structure, or personal goals This isn’t just training — it’s transformation. Get ready to lead from where you are — and build the future you want. Space for the January 2026 session is limited. Please call or use contact form to get in touch. Contact us First name Last name Email* Phone* Message* Submit We Have Deep Industry Knowledge and Partner With The Best In The Business Tooth Nerd LLC is an approved PACE Program Provider for FAGD/MAGD credit and AGD Approved Courses. Approval does not imply acceptance by any regulatory authority or AGD endorsement. Provider ID# 389654 | 3/1/2023 to 2/28/2026 Tooth Nerd Home Tel. (512) 222-3812 17503 La Cantera Pkwy #104-21 San Antonio, TX 78257 Terms of Service Privacy Policy

Texas Program CE for License Renewal $49 A list of courses to take when you want to complete your CE for license renewal Health Care Practitioner Human Trafficking Prevention Course- Approved for 1 HR CE by the Texas Department of Health and Human Services More coming soon! Get Started Now Compliance Program $49 OSHA Employee Program (Texas Dental Teams) Goal: Keep every team member safe and compliant in day-to-day operations. General Safety & OSHA Overview — Employee rights/responsibilities, PPE basics, incident reporting. Introduction to Bloodborne Pathogens Standard — Exposure Control Plan, sharps safety, post-exposure steps. Respiratory Protection Standard — When respirators are needed, proper use, care, and limitations. Hazard Communication Standard — Chemical inventory, labeling, SDS access, safe handling. Ergonomics Standard — Chairside posture, repetitive-motion risk reduction, workstation setup. Radiation Safety Standard — ALARA principles, shielding/signage, operator safety basics. Emergency Action Plans — Evacuation, fire/severe weather procedures, medical response roles. OSHA Certificate of Completion — Downloadable proof for personnel files. Who should take it: All clinical and admin employees within 10 days of hiring and annually thereafter. Refresh: Annually and upon role/equipment/process changes. OSHA Employee Program Content General Safety and OSHA Overview OSHA Introduction to Bloodborne Pathogens Standard OSHA Respiratory Protection Standard OSHA Hazard Communication Standard OSHA Ergonomics Standard OSHA Radiation Safety Standard OSHA Emergency Action Plans OSHA Certificate of Completion HIPAA Employee Program (Texas Dental Teams) Goal: Protect patient information under HIPAA and Texas HB 300. HIPAA Federal Lesson for Dental Employees — PHI basics, minimum necessary, permitted uses/disclosures, patient rights. Texas HB 300 — Texas-specific privacy rules, training expectations, breach timelines. Cybersecurity Awareness Training for Dental Employees — Phishing, passwords/MFA, device & email/text safeguards. HIPAA Certificate of Completion — Downloadable proof for personnel files. Who should take it: All workforce members with access to PHI (clinical & admin). Refresh: At hire (within 90 days) and periodically (commonly annual) or when policies change. HIPAA Employee Program Details HIPAA Federal Lesson for Dental Employees Texas HB300 Cybersecurity Awareness Training for Dental Employees HIPAA Certificate of Completion Get Started Now Compliance Training Requirements for Texas Dental Professionals Below are the required or strongly recommended trainings for dental teams in Texas, with who needs it, how often, providers, CE overlap, and documentation. 1) OSHA & Workplace Safety (Bloodborne Pathogens, Hazard Communication, Fire/Evacuation) Required? Yes (federal OSHA). Who? All at-risk employees: dentists, hygienists, assistants, sterilization techs; front office should receive general safety/emergency training. Frequency: At hire and annually; plus whenever processes, equipment, or chemicals change. Accepted providers: In-house by a knowledgeable trainer or reputable dental-specific vendors/associations. CE overlap: Does not count toward Texas license CE. Documentation to keep: Agenda or outline, date, trainer, attendee roster/signatures; keep at least 3 years. Include in training: Exposure Control Plan review (sharps, PPE, post-exposure protocol) Bloodborne Pathogens standard elements Hazard Communication (SDS access, labeling, new chemicals) Fire safety, evacuation routes, severe weather plan Ergonomics and injury reporting 2) HIPAA + Texas HB 300 (Privacy & Security) Required? Yes (federal HIPAA + Texas law). Who? All workforce members who access PHI: clinical and administrative. Frequency: At hire (within 90 days under Texas HB 300) and periodic refreshers; most practices do annual updates and whenever policies/laws change. Accepted providers: In-house privacy officer or credible external courses; content must be role-based and reflect both HIPAA and Texas requirements. CE overlap: May count as risk-management CE if taken from an approved CE provider (up to the state’s risk-management cap). Documentation to keep: Employee signed acknowledgment/certificate, date, content outline; retain with privacy policy updates (best practice: 6 years). Include in training: Minimum necessary, permitted uses/disclosures, patient rights Safeguards (passwords, screen-locking, device/media handling) Breach recognition and internal reporting Texas-specific stricter rules and breach timelines Practical scenarios for front desk, billing, and clinical staff 3) Infection Control (CDC Dental Guidelines) Required? Yes (standard of care; incorporated into Texas rules). Who? All clinical personnel; orient others as appropriate. Frequency: At hire and annually; plus competency checks and when protocols/equipment change. Accepted providers: In-house using CDC/OSAP resources or dental-specific courses; designate an Infection Control Coordinator. CE overlap: Infection-control courses can count as clinical CE if CE-accredited; OSHA “BBP” hours themselves do not count. Documentation to keep: Attendance logs/certificates, annual protocol review sign-off, spore test logs, waterline maintenance records. Include in training: Instrument processing flow & monitoring (BI spore tests) Operatory turnover & environmental disinfection Hand hygiene, PPE selection and donning/doffing Dental unit water quality and maintenance Exposure incident procedures 4) Fraud, Waste & Abuse (FWA) / General Compliance (for Medicaid/Medicare/MA plans) Required? For practices participating in Medicaid/CHIP/Medicare Advantage or per payer contracts. Who? All staff involved in program patient care or billing. Frequency: At hire (often within 30–90 days) and annually thereafter. Accepted providers: Payer-provided modules, CMS web-based training, or credible compliance courses; follow plan instructions. CE overlap: Typically no (operational compliance). Documentation to keep: Certificates or attestation logs for each employee; keep with payer compliance files (recommend 5 years). Include in training: Examples of fraud/upcoding, improper billing, kickbacks How to report concerns (hotlines, internal reporting) False Claims Act basics and record-keeping expectations 5) Emergency Preparedness & CPR/BLS Required? CPR/BLS required for dentists and hygienists; OSHA requires an Emergency Action Plan and training. Sedation permit holders have additional requirements (ACLS/PALS, emergency CE). Who? Dentists and hygienists (CPR mandatory); strongly recommend CPR for all clinical staff; everyone trained on the office emergency plan. Frequency: CPR typically every 2 years; review emergency plan at hire and annually; run medical emergency drills yearly. Accepted providers: CPR/BLS from AHA/Red Cross (or equivalent). ACLS/PALS for sedation providers from recognized providers. CE overlap: Basic CPR does not count toward CE; some advanced emergency/sedation courses may. Documentation to keep: Copies of current CPR cards (team tracker for expirations), ACLS/PALS for permit holders, drill/plan review sign-offs. Include in training: Roles during medical emergencies, AED use, emergency kit review Mock codes (syncope, anaphylaxis, chest pain, airway issues) Fire/evacuation, severe weather, workplace violence procedures 6) Controlled Substances & Prescribing (Opioids, PMP) Required? Yes, for DEA-registered prescribers. Who? Dentists who prescribe controlled substances. Frequency & components: One-time 2-hour Texas course on prescribing/monitoring controlled substances. Recurring 4 hours every biennium on pain management/opioids/controlled substances (counts toward CE). DEA one-time 8-hour training on OUD/SUD treatment/management (MATE Act) for DEA registration/renewal. PMP checks required before prescribing opioids, benzodiazepines, barbiturates, or carisoprodol; annual self-query recommended/required per current guidance. Accepted providers: ADA/TDA/AGD-accredited CE, dental schools, recognized opioid courses; DEA training via authorized providers. CE overlap: All above count toward CE (within category limits); CPR still does not. Documentation to keep: CE certificates; DEA 8-hour training proof/attestation; chart notes indicating PMP checked; internal policy for prescribing. Include in training/policy: First-line non-opioid regimens; indications for limited IR opioids Dose/duration limits, co-prescribing cautions (e.g., benzos) Recognizing drug-seeking behaviors; when/how to decline/referral Patient communication: expectations, risks, storage/disposal, naloxone Documentation standards and refill policy Documentation & Recordkeeping — Quick Reference OSHA/BBP/HazCom/Infection control: agendas, rosters, certificates → keep ≥3 years. HIPAA/HB 300: signed acknowledgments, content outlines, policy versions → keep ~6 years. FWA/Compliance (payers): certificates/attestations → keep ≥5 years or per contract. CPR/ACLS/PALS: current cards on file; team expiration tracker. Controlled substances CE/DEA: CE certificates, DEA training proof, PMP usage in charts; keep ≥4 years for CE audits. Written plans: Exposure Control Plan, Infection Control Protocols, Emergency Action Plan, HIPAA policies—review/update annually with sign-off. Implementation Tips (make this easy) Get Done Desk at http://www.donedesk.com and automate all employee training, compliance tasking, and audit-ready documentation tracking. Annual Compliance Day: Knock out OSHA, infection control, HIPAA/HB300 in one scheduled session; document each topic separately. New-hire checklist: OSHA/BBP, HIPAA/HB300 (within 90 days), infection control orientation, CPR scheduling, FWA if applicable. Dentists (TX license renewal every 2 years) Total hours & composition 24 hours every biennium. At least 16 hours must be technical/scientific (directly related to clinical care). Up to 8 hours may be risk-management (e.g., record-keeping, HIPAA, ethics), and up to 8 hours may be self-study from approved providers. OSHA and CPR do not count toward the 24 hours; practice finance doesn’t count. Courses/topics that are specifically required Human Trafficking Prevention (HHSC-approved) — required every renewal; counts within the 24 hours. (Starting Sept 1, 2025, TSBDE will accept only courses on the HHSC approved list.) Pain management / opioids & controlled substances — ≥4 hours every biennium for dentists with direct patient care. Must cover reasonable standards of care, identifying drug-seeking behavior, and patient communication. These hours count toward the 16 technical/scientific hours. Update/overlap: TSBDE counts the 2-hour controlled-substances course (see #3) toward this 4-hour pain-management requirement. Controlled Substances: prescribing & monitoring — one-time 2-hour course for DEA-permitted dentists (deadline depended on when DEA authority was obtained; once completed, it doesn’t repeat). Counts toward CE and toward the 4-hour pain-management item above. Jurisprudence Assessment — required every 4 years (this is in addition to the 24 hours and does not count as CE). Sedation/anesthesia permit holders only — extra CE by permit level every 2 years (Level 1: 6 hrs; Levels 2–3: 8 hrs; Level 4: 12 hrs) plus an Anesthesia Jurisprudence Exam every 5 years. These are in addition to the standard CE. Related (federal) requirement if you hold a DEA registration DEA MATE Act — one-time 8-hour training on OUD/SUD and safe prescribing, required for DEA registration issuance/renewal (national requirement; may count as CE if the provider is CE-accredited). DEA Diversion Control Division FYI about a proposed rule: a 2024 proposal to reduce the 24-hour total by 2 hours for reading TSBDE newsletters was withdrawn in March 2025 (i.e., no reduction in place). Dental Hygienists (TX license renewal every 2 years) 24 hours every biennium; at least 16 technical/scientific; up to 8 risk-management; up to 8 self-study; OSHA/CPR don’t count; practice finance doesn’t count. Human Trafficking Prevention (HHSC-approved) — required every renewal; counts within 24 hours. Jurisprudence Assessment — every 4 years (not CE). No controlled-substance CE requirement for hygienists (PMP/DEA items apply to prescribers).

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