Your Practice
Let's start with your website or practice name. We'll fill in what we can.
Enter either one. We'll look up your details from Google and your website.
Number patients call for emergencies when the office is closed. If same as main line, leave blank.
Who manages after-hours on-call rotation?
We'll use this to pull your logo and brand colours for your manuals.
We'll try to pull this from your website automatically. Upload here to use a different version.
If you know your brand colours, enter hex codes. Otherwise we'll pull them from your website.
One address per line
Your Team
Who works here and who handles what? One person can hold multiple compliance roles.
Compliance Roles
Each of these roles is required by regulation. Most small practices assign them all to the principal dentist.
Required under the Health Information Act. Often the principal dentist.
Person overseeing infection prevention and control. Can be the dentist.
Person responsible for the radiation protection program.
Workplace health and safety contact. If 20+ employees, you'll need a joint committee instead.
Staff List
Add all clinical and administrative staff. This feeds into OHS, IPAC, and radiation training records.
Include all staff — clinical and admin. If 20+, you need a Joint H&S Committee instead of a single OHS rep.
Services & Procedures
What services does your practice offer? This determines which regulatory sections appear in your manuals.
Select all that apply.
Select all sedation types your practice provides.
Note: Dental offices are excluded from the Personal Services Regulation (AR 1/2020, s.2(b)(iii)), but these services may have specific CDSA practice standards.
Your Clinic — Room by Room
Tell us about your space, then we'll walk through each room's equipment. You can add details like serial numbers now or come back to them later.
Check all that apply — we'll ask what equipment is in each room below.
Office-Wide Signage & Postings
These are required throughout the office, not tied to any one room. Check what you currently have.
Clinic-Wide Settings
These apply to your whole practice, not a specific room.
Company providing your radiation dosimeters (badges)
Legally required under the federal Pollution Prevention Notice. Must be ISO 11143 certified.
Company that picks up your amalgam waste
Safety & Infection Control
Emergency preparedness, workplace safety, and infection prevention. If unsure about product names, check the sterilization area or ask the IPAC coordinator.
Infection Prevention
Products and processes for sterilization, waterlines, and waste.
How do you verify your sterilizer is working?
Product used to treat waterlines
Check all that are present in your office. Most dental offices use several of these.
Technology & Privacy
Your software, data systems, and privacy setup. If unsure about cloud hosting or data locations, check with your software vendor.
If different from practice management software
AI scribes, chatbots, automated charting, etc. This triggers specific PIA requirements.
Privacy & Data
Regulatory accounts, data processors, and privacy status.
Netcare access requires a separate PIA, pORA with Alberta Health, and IMA. Triggers EHR Regulation requirements.
Any outside companies that handle patient data on your behalf. An IMA (Information Manager Agreement) is required under HIA s.66 for each. Add each vendor below.
Almost Done!
Please review your information below. Click any section to go back and make changes.
We'll use your details to build your customized compliance manuals.