Taking Care of End of Year Business in Your Chiropractic and Healthcare Business
- Ed Petty
- 3 days ago
- 2 min read
Preparing for a Powerful New Year in Your Chiropractic Healthcare Business
42 more days until a New Year is here.
Before we know it, it will be at our morning doorstep. Like a happy eager dog ready to be taken for its morning walk, tail a wagin’.
But before we look at all what is coming, we have the next few weeks to wrap up 2025. This includes the Holidays, both in business and in our personal lives. We also have all the year-end admin details to complete.
NOW is the time to nail everything down --- to plan the events and complete the admin tasks.
And while doing this, filling the end of the year with Christmas cheer, ready for 2026 -- your best year yet!!
We’ll prepare for the New Year in a few weeks, but let’s finish off this year with a flourish. Consider these 4 actions:
Relationships. Focus on re-bonding with all your patients and supporters from this last year.
End of year care. Encourage them to come in and get care.
Referrals. Bring in their family and friends for an end of year check-up.
Year end admin checklist. Review and complete all year end admin duties that need to be done.
Most important is your connection with current and past patients and supporters.
Remember:
a practice is a network of relationships that is created and sustained through communication and service.
Be ready to take a little extra time to chat, to communicate, and to listen -- and an extra “a cup of kindness, yet.”
Marketing. I gave a list of some marketing activities you can do for November and December in a recent newsletter. You can review them here. Get those planned and going.
End of Year Administrative Checklist for Chiropractic and Healthcare Businesses
In addition, we have put together a short list of administrative items that should be reviewed and completed by year end for your chiropractic and healthcare office. It is by no means complete, but the idea is you want to get them taken care of as soon as possible, or at least scheduled, so you can focus your creative energies on launching your 2026.
Block 2-3 hours in early December to work through this list. Delegate sections to your manager, billing staff, and bookkeeper.
You can also contact Lisa who is an expert in these subjects. You can contact her anytime.
Just Ask Lisa! (Lisa@pmaworks.com)
The checklist covers these categories:
2025 ADMIN WRAP UP CHECKLIST
FINANCIAL & TAX
CREDENTIALING & LICENSING
EMPLOYEE ADMINISTRATION
INSURANCE & PATIENT ACCOUNTS
COMPLIANCE & OPERATIONS
BUSINESS ENTITY & LEGAL
Download the ADMIN LIST below and tend to the admin.
Meanwhile, have a great time with your patients over the next 6 weeks.
And let’s prepare for your best year ever – in practice, in business, and in life!
And stay…Goal Driven,
Ed
Download the Checklists here.