Managing a pediatric practice requires careful planning throughout the year. The new SophistiPrax 2026 Operations and Financial Management Calendar provides practice leaders with a month-by-month checklist of important financial, operational, compliance and staffing activities.
The calendar helps practices anticipate recurring responsibilities and seasonal needs, including:
- Updating billing codes, fee schedules and financial controls
- Reviewing licenses, insurance policies and employee records
- Planning provider schedules, staffing and holiday coverage
- Preparing for respiratory season and vaccine demand
- Completing required staff training
- Monitoring patient refunds and referral logs
- Reviewing key financial and operational performance indicators
The resource also includes an appendix outlining important financial metrics—such as revenue and expense per visit, days in accounts receivable, denial rates and provider productivity—with guidance for calculating and monitoring each measure.
Use this calendar throughout the year to stay ahead of critical deadlines, strengthen operational processes and support the financial health of your practice.
Download the 2026 Operations and Financial Management Calendar.