Some things to consider: Discuss a plan for storage and retrieval of TI, TH and TS (direct ordering and/or wholesaler ordering) with your Information Technology (IT) team; Discuss requirements of your network with your wholesaler; Discuss requirements for receiving TI, TH and TS data with your direct vendors; Consider the financial impact to your budget due to the adherence of these new requirements; Recognize how you will handle loan/borrow situations that are managed external of your system.
Identify and become familiar with the specific exclusions from this policy. Define record keeping standards and requirements for your practice.