End of Year Practice Checklist 2026

A comprehensive annual end-of-year review checklist for Australian dental practices — 7 pages, 60+ action items across 5 responsibility areas: Practice Manager, Front Desk and Patient Administration, Clinical Team, Marketing and Patient Communications, and Practice Owner. Updated for 2026, including Payday Super (1 July 2026), CDBS benefit year, and AHPRA renewal dates. Use in December or at EOFY (June). CL8 in the Resolve Practice Compliance Checklist Pack.

The end of year is the most important planning moment in the practice calendar. The practices that use this time well are the ones that start January with momentum — not confusion.

✔ Fully editable Microsoft Word format — or print and complete by hand
✔ 7 pages — 60+ action items across 5 responsibility areas
✔ Yes / No tick columns with an Action Required / Notes column for every item
✔ Suitable for December year-end or June EOFY review
✔ Formal sign-off section
✔ Instant digital download
✔ Single-practice licence

What's Included — 5 Responsibility Areas:

Practice Manager Responsibilities (24 items)
Financial review with accountant, Business Plan performance review, KPI annual results review, break-even calculation update, fee schedule review (ADA annual review recommendation), annual performance reviews for all staff, staffing needs assessment, salary review documentation, employee handbook update (including Payday Super 1 July 2026 compliance), employee contact detail updates, roster and phone tree update, closure dates and public holiday schedule, annual leave calendar, CPD and training calendar, equipment warranty checks, AHPRA registration checks (dentist renewals due 30 November), professional indemnity insurance renewals, radiation licence and practice insurance renewals, equipment maintenance schedule update, technology and capital investment assessment, year-end PMS data completion, patient data backup verification, cybersecurity review (password changes, departed staff access removal), and team survey for next year improvements.

Front Desk and Patient Administration (11 items)
Patient reactivation plan for 18+ month lapsed patients, PMS record purge per retention policy, December CDBS claims submission (benefit year ends 31 December), holiday phone coverage and voicemail update, overdue patient balance actioning, outstanding patient credits and refunds, outstanding health fund claim submission, January reactivation and recall list preparation, patient holiday closure notification (email, SMS, social media, website, voicemail), health fund "Use it before 31 December" campaign, and December new patient enquiry follow-up.

Clinical Team Responsibilities (9 items)
Clinical supplies inventory and expired stock disposal, CPR and first aid certification currency check, emergency kit and AED check (contents in-date, battery status), lab tracking system update, biohazardous waste collection before closure, biomedical waste pickup scheduling, waterline testing (if not tested in past 12 months), infection control audit results review, and outstanding equipment service bookings.

Marketing and Patient Communications (9 items)
Google Business Profile holiday hours update, practice website holiday hours update, new voicemail recording, social media holiday closure posts, marketing campaign ROI evaluation (using Resolve Marketing KPI Tracker), January marketing calendar preparation (health fund benefit reset campaign), new patient targets for next year, Google rating review and negative review response, and pre-scheduled social media content for first 2 weeks back.

Practice Owner Responsibilities (9 items)
PM performance review meeting, accountant year-end financial review and tax planning, fee schedule approval, capital expenditure evaluation, practice valuation review (Resolve recommends every 3 years), business insurance coverage review, shareholder/partnership agreement review, personal income and drawings plan, and super obligations review.