Use case
Malpractice insurance expiration tracker
Insurance is a date like any other credential. CalSafe reads the declarations page, a person confirms the period, and the calendar watches the end of coverage.
Why the date matters
Claims-made and occurrence policies still have a period on the declarations page. If that page lives with the broker and the clinic calendar does not, the first gap is often a COI request you cannot answer, or a lapse you notice after the fact.
What to keep on file
- Named insured as it appears on the policy
- Carrier / issuing authority (policy numbers stay on the PDF for review)
- Policy period end date your team confirmed from the declarations page
- Whether the file is facility coverage or a named clinician
How CalSafe holds it
- Upload the declarations page or certificate of insurance. Confirm the named insured and the period end before they reach the calendar.
- Renewals replace the same policy row. You can show the prior declarations page without treating it as a second policy.
- The coverage snapshot is what you hand a director or a credentialing desk when they ask what is in force.
Related credentials
Questions
Does CalSafe interpret tail coverage?
No. It tracks the dates on the document you store. Tail, retro dates, and endorsement questions stay with your broker and counsel.
Facility policy and individual policies together?
Store each as its own record with a clear entity name. The calendar will list both. Do not merge two named insureds onto one row.