Dispensary Patient/Purchaser Record Keeping Plan Template

To protect patient confidentiality, many medical marijuana states require performance standards and guidelines to be met. Concerns of patient privacy require medical marijuana business and cultivation owners to be more careful than ever before. For instance, records should not be kept under patients’ names, but under their state or city medical marijuana ID number or an assigned dispensary membership number, if they do not require to have a state or city ID. The dispensary should track when members’ recommendations or IDs expire to avoid providing cannabis to ineligible patients. Records should be kept on all patient consultations where patient’s health and medical marijuana use are discussed. 

Other requirements this plan discusses includes:

• Patient/Purchaser Recordkeeping Handbook
• Privacy, Confidentiality and Information Security
• Record Retention Policies
• Record Review and Quality Assurance
• Documentation Handling
• Staff Training
• HIPAA Compliance (Medical/Patient version only)

Please Note: Template plans are vertically integrated and not specific to any geographic region. You will be responsible for customizing the template plans to fit your market, business and state laws.