What to Include in Your 2026 Legal Checklist as a Dental Practice Owner

Levi Barlavi

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As 2026 approaches, Los Angeles dental practice owners face new compliance duties, contract updates, staffing considerations, regulatory filings, and privacy requirements. A yearly legal review ensures your practice stays protected, efficient, and ready for growth. This checklist highlights the areas every LA dental owner should evaluate to start 2026 on a solid footing.

Why Every LA Dental Practice Needs an Annual Legal Checklist

Dental practices operate within one of Californiaโ€™s most regulated business environments. Employment laws shift, insurance plans update their requirements, vendor contracts renew automatically, and compliance standards evolve. Without a yearly legal review, many practices unknowingly take on financial or regulatory risk.

A structured legal checklist helps you prevent disputes, maintain compliance, and align operations with your long-term goals. It also gives practice owners peace of mind as they enter a new year of patient care and business growth.

Review Worker Classification and Employment Compliance

Reassess Contractor vs. Employee Roles

Californiaโ€™s ABC Test creates a serious risk of misclassification. Review the status of hygienists, specialists, temp coverage providers, and administrative staff. If someone works regular hours, performs core clinical functions, or follows practice protocols, they may need to be classified as an employee under California law.

Update Employment Policies and Handbooks

Employment laws change frequently in California. For 2026, examine:

  • New minimum wage rates in Los Angeles
  • Leave policies and schedule requirements
  • Remote work or hybrid rules
  • Onboarding and training documentation

A handbook review keeps your practice compliant and reduces HR-related risk.

Confirm Malpractice and Liability Coverage

Verify that new hires or expanded roles are included on your malpractice and professional liability policies. Coverage gaps often appear when providers change hours or add new procedures.

Review Vendor and Supplier Agreements

Many Los Angeles vendors, labs, and supply companies use contracts with auto-renewals, hidden price increases, or restrictive performance terms. Look closely at:

  • Pricing escalators
  • Delivery guarantees
  • Renewal deadlines
  • Equipment warranties
  • Termination rights

Outdated contracts can cost your practice money or reduce your leverage in disputes.

Update Billing, Marketing, and IT Service Contracts

Any partner handling patient data must meet HIPAA requirements. Review:

  • Data security obligations
  • Service-level expectations
  • Ownership of marketing materials and branding
  • Termination provisions

These contracts often require tightening after a year of operational changes.

Refresh Associate and Provider Agreements

Compensation models, scheduling details, malpractice obligations, and clinical expectations should all be updated for 2026.

Review HIPAA, Privacy, and Cybersecurity Requirements

Update Business Associate Agreements

Any outside company accessing patient informationโ€”such as billing services, software providers, call centers, or marketing firmsโ€”must have current BAAs. 

Evaluate Cybersecurity Policies

A 2026 review should include:

  • Password and access controls
  • Data encryption
  • Secure backup systems
  • Multi-factor authentication
  • Incident-response procedures

Cyber incidents are a significant threat across California’s healthcare sector, making security a top priority.

Refresh Patient Forms and Notices

Review your privacy notices, financial agreements, and consent forms to ensure they align with updated HIPAA guidance and California consumer-privacy laws.

Check Corporate and Regulatory Requirements

Renew Annual Corporate Filings

For Los Angeles dental practices operating as California professional corporations, ensure your:

  • Statement of Information is current
  • Business licenses are updated for your city or district
  • Fictitious business names are renewed if applicable

Confirm Corporate Practice of Dentistry Compliance

Ownership, clinical oversight, and management arrangements must follow Californiaโ€™s strict rules. This is especially important if you expanded, brought on partners, or joined a network in 2025.

Review Regulatory Policies

Consider whether 2026 requires updates to align with:

  • OSHA standards
  • DEA registration
  • Infection-control protocols
  • Radiation safety policies

Regulators increasingly focus on compliance during audits.

Evaluate Real Estate and Lease Obligations

Check key dates, cost increases, and provisions in your commercial lease, including:

  • Rent escalations
  • CAM charges
  • Renewal options
  • Signage rules
  • Parking requirements

An annual review prevents unpleasant surprises.

Review Financial, Tax, and Growth Planning

Review whether your current structure (e.g., PC, S-Corp, or C-Corp) still makes sense based on your 2026 goals.

Evaluate Compensation and Bonus Structures

Ensure 2026 employee pay plans comply with California wage and hour laws.

Assess Long-Term Growth Plans

Growth may involve:

  • A second location
  • A transition or partnership
  • A property purchase
  • Expansion into higher-demand parts of LA

Annual planning aligns your legal structure with your vision.

Start 2026 With a Stronger, Compliant Dental Practice

A yearly legal review protects your practice from risk, strengthens your operations, and supports long-term success. If you need assistance reviewing contracts, compliance, or employment policies, turn to Polished Legal. Let our team help to prepare your dental practice for the year ahead. Get in touch today.

Levi Barlavi

Levi is the trusted legal partner behind hundreds of successful dental practices. See full bio.

Expert Legal Guidance for Your Dental Practice Journey.

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