Guides
Operations checklists, not legal advice.
How to keep files and dates in the same place. Use these if you are setting the facility calendar up, or if you are not on CalSafe yet.
How to track license expirations in a private clinic
Most clinics do not miss a renewal because they forgot licenses exist. They miss it because the current file and the date live in different places. This is a way to keep them together.
DEA registration renewal checklist for clinics
DEA renewal is a practitioner process. The clinic still needs a current certificate on file and enough warning to finish the renewal before prescribing stops. This checklist is for the facility side.
What to print when someone asks if the facility is covered
Surveyors and medical directors ask a short question: what is current? The useful answer is one list with names, types, dates, and status, backed by the files you already stored.