Implementation 12 min read

Florida Clinic Compliance Checklist (2026): Telehealth, PDMP, and E-Prescribing Controls

Florida clinic operators need consistent controls around telehealth practice boundaries, PDMP usage, and electronic prescribing reliability. This checklist translates state requirements into day-to-day workflows.

Compliance + Vendor Evaluation Links

Key Florida Dates and References

  • July 1, 2018: Florida electronic prescribing requirements established under HB 831 updates.
  • 2018 onward: Florida telehealth framework codified under section 456.47, including out-of-state registration pathway.
  • Florida PMP (E-FORCSE) remains a central workflow for controlled-substance oversight and monitoring.

Checklist 1: Telehealth Registration and Scope Controls

  • Verify all telehealth clinicians hold the required Florida credential or telehealth registration status.
  • Define visit-type protocols for when telehealth is appropriate vs when in-person escalation is required.
  • Embed state-specific telehealth guardrails into scheduling templates and visit intake.
  • Audit telehealth documentation completeness monthly.

Checklist 2: PDMP and Controlled-Substance Workflow

  • Make PDMP query a required step in controlled-substance workflows.
  • Capture PDMP check evidence and reasoned exceptions in structured chart fields.
  • Track prescribing variance and refill exception rates by provider.
  • Run quarterly training refreshers for controlled-substance workflow changes.

Checklist 3: E-Prescribing Stability and Downtime Procedures

  • Enforce eRx default workflow with exception tracking.
  • Define outage fallback process with compliance documentation requirements.
  • Monitor eRx transmission failures and retry queues daily.
  • Align pharmacy communication scripts for failed transmissions.

Checklist 4: Leadership Oversight

  • Weekly review: controlled-substance exceptions and unresolved telehealth compliance items.
  • Monthly review: PDMP adherence, prescribing variance, and claim denial linkage.
  • Quarterly review: policy refresh and attestation completion.

90-Day Improvement Sequence

  • Days 1-30: baseline telehealth and PDMP compliance performance.
  • Days 31-60: close role-permission and workflow gaps in EHR and intake.
  • Days 61-90: implement standing governance dashboard and audit cycle.

Primary Sources