Guide
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.
Print the live list, not last quarter’s export
The document you hand over should be generated from the same records you use all year. If you keep a parallel spreadsheet for inspections, it will drift. Status should be readable without a legend: current, due soon, expired.
What belongs on the page
Every credential the facility is using to operate and to deliver care: site licenses, CLIA, DEA registrations, professional licenses, malpractice, and device calibrations that must be in interval.
- Entity name as on the credential
- Document type
- Expiration date
- Status as of the print date
Keep the file behind the row
If they ask to see the certificate, you should not hunt a shared drive. The current file sits on the same record as the date. Superseded files stay available so you can show what was in force last cycle without mixing it into the live list.
Assign a person before the visit
Someone should know how to print the snapshot and where the review queue is. The night before is a poor time to discover that three licenses were never confirmed.
Related in CalSafe
Questions
Is a coverage list the same as a survey binder?
No. It is the dates and status. Policies, logs, and program documents still live in your survey process. The list answers whether the credentials themselves are current.
How does CalSafe print this?
The coverage snapshot is the facility calendar as a sheet: every credential on file, with expiry and status. Print it for a director or an inspector from the same data the reminders already use.