Stay Organized, Reduce Stress, and Start 2026 With a Stronger, More Efficient Practice

Closing out the year is one of the most important administrative moments for a dental office. Our Year-End & 2026 Kickoff Checklist gives you a clear, step-by-step guide to wrap up 2025 cleanly and prepare for a streamlined, productive year ahead.

This quick-read resource helps office managers and administrators:

Finalize HR, compliance, and employee records before January
Ensure payroll, benefits, and W-2 information are accurate for tax season
Review insurance policies, reduce unnecessary vendor spend, and tighten risk management
Clean up fee schedules, claims, aging reports, and revenue cycle workflows
Set 2026 office hours, team calendars, and operational SOPs
Audit your digital systems, user access, and data before the new year
Identify opportunities to modernize or consolidate technology heading into 2026

Whether you’re closing out outstanding claims, preparing for new labor law updates, or planning your technology roadmap, this checklist gives your team everything needed for a smooth transition into the new year.

Download the Whitepaper