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Resource Library

Resource Library

Dentistry and Teledentistry

The American Dental Association (ADA) offers their policy on use of telehealth systems and methodologies in dentistry.

This article provides an overview of applications of teledentistry, specifically within the context of COVID-19, but with broader applications to a post-pandemic world.

This is a webinar recording hosted by the California Primary Care Association in April 2020: “As health centers began to implement teledentistry, questions remained regarding workflow, visit documentation and best practices to teledentistry. In this webinar, Dr. Ramona English and Dr. Yogita Butani Thakur will present their approach to ramp up teledentistry and share their experience in coding and documenting teledentistry visits.”

This article from the National Conference of State Legislatures outlines consumer-centered approaches to telehealth, and how telehealth can support access to health care.

This white paper from 2016 provides an introduction to telehealth and leveraging telehealth for dental care. The information was prepared for the University of the Pacific Arthur A. Dugoni School of Dentistry by Dr. Paul Glassman, and was retrieved via

Dental Transformation Initiative (DTI)

DHCS shares, “Within the Medi-Cal 2020 Waiver, the Dental Transformation Initiative (DTI) represents a critical mechanism to improve dental health for Medi-Cal children by focusing on high-value care , improved access, and utilization of performance measures to drive delivery system reform.” The webpage includes reference data for the various domains and payments, as well as options to sign up for relevant updates to DTI.

This interim evaluation report shared in September 2019 includes findings from reviewing descriptive data about the DTI program and from telephone interview responses provided by dental providers and program stakeholders. The final report (delayed until after 2021) will include findings from qualitative interviews, web-based and telephone survey responses, a descriptive analysis of administrative data and DTI monitoring and performance data, a multivariate impact analysis, site visits and case studies.

The Virtual Dental Home model was implemented in several regions across the state, and the best practices from each region, including Orange County, were featured in a series of briefings, which can be found at the California Northstate University College of Dental Medicine website.

Project Management

This checklist helps a Project Manager determine the right design for a project before jumping into implementation. The steps include Discover and Focus priorities and drivers, Understand the current state, Brainstorm best practices and new ideas, and Design the project plan.

Use a prioritazation Matrix to Systematically select topics on areas of focus for your project. This worksheet includes a simple 2×2 matrix, and a more complex multi-factor scoring matrix.

This checklist template can help a Project Manager organize their tasks and to-dos as they lead a project from start to finish.

A simple work plan template to outline activities, person(s) responsible for completing those activities, and the timeline in which those activities should be completed.

An A3 template, drawn from Lean/Six Sigma methods, can be a helpful way to illustrate the problem-solving process and the resulting action plan.

A Driver Diagram helps to map out your project activities, and visually demonstrates how they are tied to your larger goals. Break down your project’s aim and goals into actionable tasks by asking, “How might we achieve this?”

This multi-tab spreadsheet allows you to track complex initiatives regarding their activities, timelines team members, risks, measures, and communications.

This worksheet helps a project manager and program staff brainstorm and assess their key stakeholders, which will inform the messaging that might be most effective in communicating to them.

A RACI grid is a table used by project managers to plan and organize the responsibilities of each team member of a project.

A team agreement allows all staff who are core to the project gain alignment around what the expectations are for shared or differentiated tasks, responsibilities, and workflows.

Formal meeting agendas can help meeting leaders and facilitators in setting clear objectives for a meeting and ensuring that discussions remain on track. 

Formal meeting minutes can help meeting attendees as well as those who were absent to align on key decisions and action items covered in the meeting.  

A status report can help condense information about your program or initiative into summary form, which can be easily communicated to and reviewed with key stakeholders. 

A risk and issues log can facilitate how a project manager can track and mitigate project risks and issues. It is a helpful tool to use when escalating concerns to management and leadership, and can become a helpful documentation of lessons learned to bring to the next initiative.

A Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis can help you and your team reflect on assets and gaps for your team, department, organization, program, community, etc. It is espeically a helpful tool in identifying project risks.

The Failure Mode Effect Analysis (FMEA) is a detailed approach to identifying potential “failures,” or points at which the project could go wrong. The approach allows team members to estimate the likelihood of a failure from occurring, and proactively determine ways to prevent the failures from occurring. You can view an FMEA Example and Additional FMEA Resources.

This is a 16-min video on the Switch model illustrating the rider, elephant and path. The video requires submission of an email to access the “member-content” areas.

A leading researcher for change management, Dr. Kotter provides a number of tools and approaches to implementing change management practices in any setting.

Connecting Stories to Strategy Worksheet

Quality Improvement

The Model for Improvement, developed by Associates in Process Improvement and embraced by quality improvement organizations like the Institute for Healthcare Improvement (IHI), is an approachable framework for accelerating improvement in a wide variety of settings.

A worksheet to think through what might be the underlying, root causes of an observed problem.

A worksheet to help plan out your small tests of change to be trialed for your program or initiative

This checklist and action plan is informed by several improvement science approaches and literature, and allows the project manager to assess perceived value, complexity of change, measurement, leadership, staff, processes, resources, organizational fit, infrastructure, and external factors that may help or hinder a project’s continuation. 

According to the American Dental Association, “The Dental Quality Alliance (DQA) was established by the American Dental Association to develop performance measures for oral health care.” The website offers guidance on dental quality measures, reports, publications, and other resources.