Skip to main content


5 things dental practice owners should include on their year-end checklist

December 16, 2020 6037

As 2020 winds down, now is the time for dental practice owners to get their year-end checklist in order to ensure they finish the year off strong. From regulatory compliance requirements to office celebrations, CDA has curated this list of things to do before the end of the year to help you and your team focus your efforts in preparation for 2021.

1. Take the CDA Practice Health Check

Complete CDA’s Practice Health Check to ensure your policies and procedures are in order. The assessment is a free member benefit that addresses key employment topics, including regulatory compliance, dental benefits and practice management.

Also take a few minutes to review laws and regulations that go into effect Jan. 1, 2021, to ensure you remain compliant. Key changes to be aware of include:

2. Complete sexual harassment prevention training

As a California employer, you must provide legally required sexual harassment prevention training to your employees by Jan 1, 2021. A free online training from the Department of Fair Employment and Housing satisfies the requirement that employers with five or more employees provide training of at least one or two hours to their employees.

Newly hired employees must complete the training within six months of hire or promotion. All employees must complete training every two years, at minimum, following the initial training.

3. Support the CDA Foundation

End the year by supporting the CDA Foundation and making a difference. Even through this challenging time, the Foundation is actively working to continue its mission of bringing health, hope and happiness to others.

Through your generosity, the Foundation is able to continue providing access to care to California’s most vulnerable populations and offer financial support to dental professionals and community-based organizations that provide dental care to underserved communities.

The Foundation offers several ways to make a tax-deductible contribution, including:

  • Individual donation
  • Corporate donation
  • Friends of the Foundation
  • AmazonSmile
  • Philanthropic partnerships

Donors can also give right from their phone by texting CARE4HEALTH to 41444.

4. Celebrate your team

Consider hosting a safe office celebration to bring employees together. The dental profession faced unique challenges this year due to the pandemic, so taking the time to recognize your employees for their hard work can help them feel accomplished and boost morale as your team prepares for the year ahead.

While a typical holiday party in the office is not practical this year, there are ways to bring your team together without compromising their safety. Work with your team on choosing a creative way to celebrate such as a virtual party or gift exchange.

5. Stay healthy

This is usually a time of festivities and social gatherings with family and friends, but most holiday celebrations pose a risk in the pandemic environment. Finding ways to limit your holiday activities may be difficult, but it’s important to consider any risk factors within your community and family.

Do your best to stay healthy this holiday season by:

  • Avoiding holiday crowds
  • Knowing the risk of holiday gatherings and making necessary adjustments
  • Taking precautions to prevent the spread of COVID-19, such as wearing a mask and social distancing
  • Planning carefully when traveling

Collaborate with your family and friends on adapting your typical traditions and finding new ways to safely experience the holidays.

Additional resources to help you manage your practice are available in the Practice Support and Back to Practice centers.

Comments are only visible to subscribers.