Record Keeping and Risk Management

What Every Dentist and Dental Health Care Team Should Know

Course Description

Participants in this program are presented with a comprehensive overview of dental risk management as it applies to the everyday practice of dentistry. The goal is to alert the attendee to the areas of dental practice that are potential elements in State Board of Dentistry violations or litigation for dental malpractice. The legal requirements of patient record keeping are systematically reviewed in detail. 

Actual case reviews will be presented, analyzed, and discussed with the participants. Each critical area will be examined and advice offered to reduce the likelihood of a professional liability claim or lawsuit. If circumstances prevail and a liability claim or lawsuit is filed against a dentist, dental hygienist, or other dental team member, our goal is to make it as defensible as possible.


Course Schedule:

8:00 am - 8:30 am  Registration (Continental Breakfast)
8:30 am - noon       Lecture/Discussion 
     noon - 1:00 pm  Lunch (included)
1:00 pm – 4:00 pm  Lecture/Discussion
Upon request, additional hours are arranged on a one-on-one basis.

Instructor Bio:

Robert Jacobson DDS

Robert received his DDS degree from the University of Pennsylvania School of Dentistry. He was in private practice in New Jersey, where he was the dental director of a multi-disciplined group practice. Dr. Jacobson was employed by the Frontier Insurance Group and received an Associate in Claims designation from the Insurance Institute of America. During his tenure with Frontier, he was appointed the dental claims supervisor and the dental risk management director. He resolved almost 1,000 dental malpractice claims and supervised almost 100 dental malpractice trials. He also authored a dental risk management home-study course for Frontier clients. Dr. Jacobson lectured on dental risk management at the ADA and AGD national conventions as well as many county organizations and dental study clubs. He has written articles on various aspects of dental risk management, which have been published in national and state publications.

Robert is an assistant professor at NSU’s College of Dental Medicine in the Department of Cardiology and Restorative Dentistry. He also has been appointed as the dental risk management liaison to the university and is the director of intra-professional quality assurance.

Educational Objectives and Benefits:

  • Understand the most common reasons for dental claims
  • Understand patient expectations and how to address them
  • Understand the importance of diagnosis and documentation
  • Understand the importance of timely referrals and consultations
  • Understand the most common reasons for state board violations
  • Understand the importance of providing treatment  options and compromises
  • Understand the importance of examinations to include new patient records and health histories
  • Know the legal aspects of standard of care, informed consent, vicarious liability, and professional negligence

Additional Information:

Reward Programs  

  • NSU CDM Alumni & Friends discount
  • Health Care Team discount (2 or more from same office)
  • CDM Faculty discount 
  • Life long Learning Program

Please contact the Office for Professional Development, Continuing Education for more details

Advanced Continuing Education Certificate Program

This course is eligible towards an Advanced Continuing Education Certificate, see Advanced Continuing Education Certificate for additional information.

ADA CERP - Continuing Education Recognition Program and Association for Continuing Dental Education Logos

Nova Southeastern University College of Dental Medicine is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. The College is a member of the Association for Continuing Dental Education, approved AGD/PACE program