Licences, CE, X-ray checks and indemnity for the whole practice, in one place.

Give each item a record with its due date, document and owner, and attach it to the right place: CPD and indemnity against the clinician, radiation checks against the X-ray unit in each surgery. Reminders should start early enough to book an engineer or finish CPD hours, typically 90 days out. ExpiryEdge sends reminders at 90, 60, 30 and 7 days to the owner and the practice manager, and escalates if the date passes. Inspection intervals and CPD requirements vary by country and regulator, so set the dates from your own regulator's rules.

Hold each licence against the clinician, one record per jurisdiction, with the licence number, issuing board, expiry date and a copy of the current licence. Attach CE certificates to the clinician record and set a reminder ahead of the end of the CE cycle, so there is time to complete any outstanding hours before the deadline. Reminders go to the clinician and the practice manager together. Licence cycles and CE hour requirements are set by each state board or national regulator and differ between dentists and hygienists, so check the rules with the issuing board.

Create a BLS or CPR record for every clinical team member, including dentists, hygienists and dental assistants, with the card attached and its expiry date. Filter by practice to see who is valid, expiring or expired. Reminders go to the staff member and the practice manager, starting early enough to book a class, because group courses often need weeks of notice. New hires can upload their current card through a link with no login, so the record is in place before their first patient.

Record each prescriber's DEA registration and any state controlled-substance registration as separate items, because they usually renew on different dates and with different authorities. Store the registration number, expiry date and certificate on each record, and set the first reminder early enough to cover the renewal process and any state registration the DEA renewal depends on. ExpiryEdge reminds the prescriber and the practice manager and escalates if the date passes. It does not file the renewal with the DEA; check current renewal requirements with the DEA and your state authority.

Keep the evidence where the deadline is. Every licence, certificate, inspection report and sterilizer log should sit on the record it relates to, with a timestamp. Use recurring items for routine checks and SOP checklists for the steps behind them, so you can show both that the check was done and who signed it off. When an inspector arrives, filter by practice and export the current status and history in CSV, PDF or XLSX rather than gathering paper from several drawers.

Group every clinician and every piece of equipment by practice. Each practice manager sees and manages their own site; group operations sees every practice, filtered by what expires in the next 30, 60 or 90 days. Standard reminder cadences and SOP checklists can be applied across the group, and clinicians who work at several sites keep one record for their personal credentials. When a practice manager leaves, their renewals move to a new owner in one click.