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Compliance

Expiries, training, access and vendors

10:00 AM · demo clock

Rule changes

Video prescribing flexibilities end after Dec 31, 2026 — 14 patients affected

Preparing a plan for those patients…

Counseling Compact: 2 clinicians may qualify for new states. Their license types may qualify for the compact. Check each clinician's details before applying. See states

Informational only — not legal advice.

Expiry calendar

Done automatically. Sent the expiry reminders. The person and Dana at 90, 60 and 30 days; a task opens if one is missed.

  • License
  • Document
  • Contract / vendor
  • Training
Expired 36 days agoDEA registration · Henriette Gutkowski, PMHNPExpired Sep 7, 2026. Prescribing is paused until it is renewed. A renewal task is open for Dana Ruiz.
Expires in 30 daysPA license · Daniel Reyes, LCSWExpires Nov 12, 2026The 30-day reminder goes out automatically at 10:05 AM today.
Expires in 45 daysPA license · Dr. Maya Okafor, MDExpires Nov 27, 202660-day reminder sent Sep 28. The 30-day reminder goes out Oct 28. Her NJ license is good until Nov 2027.
Expires in 96 daysCAQH re-attestation · Dr. Maya Okafor, MDExpires Jan 17, 2027The first reminder (90 days) goes out Oct 19.

November 2026

  • Malpractice certificate (Document)

    Grace Kim, LCSW · Nov 4

    Reminder sent automatically · 90-day (Aug 6), 60-day (Sep 5), 30-day (Oct 5) to Grace and Dana Ruiz

    Expires in 22 days

  • NJ license (License)

    Josiane Funk, LCSW · Nov 7

    Reminder sent automatically · 90-day (Aug 9), 60-day (Sep 8), 30-day (Oct 8) to Josiane and Dana Ruiz

    Expires in 25 days

  • Sample Video Vendor A BAA renewal (Contract / vendor)

    Sample Video Vendor A · Nov 9

    Reminder sent automatically · 90-day (Aug 11), 60-day (Sep 10), 30-day (Oct 10) to Dana Ruiz

    Due in 27 days

  • PA · Sample Commercial Plan C rate amendment (Contract / vendor)

    Payer contracts · Nov 10

    Reminder sent automatically · 120-day (Jul 13), 90-day (Aug 12), 60-day (Sep 11), 30-day (Oct 11) to Dana Ruiz

    Expires in 28 days

  • PA license (License)

    Daniel Reyes, LCSW · Nov 12

    Reminder sent automatically · 90-day (Aug 14), 60-day (Sep 13) to Daniel and Dana Ruiz

    Next: 30-day reminder today at 10:05 AM

    Expires in 30 days

  • CAQH re-attestation (Document)

    Lila Chen, LMFT · Nov 18

    Reminder sent automatically · 90-day (Aug 20), 60-day (Sep 19) to Lila and Dana Ruiz

    Next: 30-day reminder on Oct 19

    Expires in 36 days

  • PA license (License)

    Owen Price, PMHNP · Nov 18

    Reminder sent automatically · 90-day (Aug 20), 60-day (Sep 19) to Owen and Dana Ruiz

    Next: 30-day reminder on Oct 19

    Expires in 36 days

  • Malpractice certificate (Document)

    Isac Buckridge, LPC · Nov 21

    Reminder sent automatically · 90-day (Aug 23), 60-day (Sep 22) to Isac and Dana Ruiz

    Next: 30-day reminder on Oct 22

    Expires in 39 days

  • Training due: HIPAA, suicide-risk and fraud, waste & abuse (Training)

    Rafael Romero, Mina Nair · Nov 23

    Reminders go out 7 days before (Nov 16), on the due date, and weekly after that. Managers are copied when it is overdue.

    Due in 41 days

  • PA license (License)

    Dr. Maya Okafor, MD · Nov 27

    Reminder sent automatically · 90-day (Aug 29), 60-day (Sep 28) to Dr. Okafor and Dana Ruiz

    Next: 30-day reminder on Oct 28

    Expires in 45 days

  • DEA registration (Document)

    Owen Price, PMHNP · Nov 30

    Reminder sent automatically · 90-day (Sep 1), 60-day (Oct 1) to Owen and Dana Ruiz

    Next: 30-day reminder on Oct 31

    Expires in 48 days

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