Checklist for Financial Excellence Preparation in 2026

This document is a checklist designed to assist practices in preparing for financial excellence in 2026. It outlines key tasks that need to be addressed to ensure a successful revenue cycle. The checklist encourages reflection on the past year, including achievements related to financial goals, staff morale, and productivity. It emphasizes the importance of engaging staff in the planning process to foster inclusion and support for new policies and procedures. The document details various areas of focus, including practice management, compliance, appointments, patient alerts, and reconciliation tasks. Specific actions such as reviewing compliance procedures, analyzing appointment types, and updating patient policies are included. The checklist also highlights the need for regular collaboration with Revenue Cycle Managers or Account Executives to stay informed about new functionalities and compliance requirements. Overall, the checklist serves as a structured guide for practices aiming to enhance their financial operations in the upcoming year.