Marijuana Patient Recordkeeping Plan Template

  • This product is a digital download.


The Marijuana Patient Record Keeping Plan guides medical or adult use marijuana dispensary owners to develop a process to secure the privacy of patients and customers. You will be required to track, trace and document the dispensing of all medical and recreational use marijuana products from your dispensary. Additionally, you will be required to verify medical and/or state documentation from each of your patients and customers, respectively, to ensure compliant operation. 

The Marijuana patient Record Keeping Plan includes: 

  • Patient Record keeping Handbook
  • Privacy, Confidentiality and Information Security
  • Record Retention Policies
  • Record Review and Quality Assurance
  • Documentation Handling
  • Staff Training
  • HIPAA Compliance

Please Note: Patient privacy requirements are dependent upon your own local, county and state ordinances pertaining to the distribution and retailing of medical marijuana and cannabis products.

This template is built on the cannabis applications and operations expertise developed over the years by Sara Gullickson.

Sara Gullickson is an internationally recognized cannabis expert who has been actively involved in the industry since its inception. A visionary entrepreneur with a passion for health and wellness, she established in 2010, offering seed to sale services with hands-on support to cannabis entrepreneurs. Sara has successfully secured multiple licenses for clients across 13 competitive state markets. She has spent five years in executive level positions with operational and dispensary opening experience from the East to the West Coast. In 2018, Gullickson was approved for a provisional medical cannabis cultivation and processing license for Strive Wellness of Nevada, LLC. As part owner she will serve as COO of the company.