Medical Malpractice Insurance Renewal Tracker
Download the free Medical Malpractice Insurance Renewal Tracker and keep every provider's and entity's professional liability policy — claims-made or occurrence — on one register before coverage lapses.
Medical Malpractice Insurance Renewal Tracker
Microsoft Excel (.xlsx) — Free
Track medical malpractice / professional liability policies by provider or entity — policy number, carrier, specialty, limits, effective / expiry dates, premium, broker, claims-made vs occurrence, tail coverage notes, reminder status, days-to-expiry, and Overdue / Due Soon / OK / Complete / Missing Date status. Includes an auto-calculated dashboard and lookup dropdowns. Distinct from commercial OWN-policy and vendor COI trackers. Date and premium focused — no patient PHI. No sign-up required.
Free Template DownloadWhat's Inside the Spreadsheet
Three pre-built sheets that give credentialing, medical staff, and risk teams one register for every malpractice renewal.
Malpractice Policy Tracker Sheet
16 columns: sample flag, insured entity/practice, provider/insured name, specialty, carrier, policy number (sample), form (claims-made / occurrence), limits, effective / expiration dates, annual premium, broker/contact, tail coverage notes, reminder status, days to expiry (auto), and status (Overdue / Due Soon / OK / Complete / Missing Date). Due Soon = ≤90 days. No patient PHI.
Renewal Dashboard
KPIs for overdue, due soon, OK, complete, and missing-date policies. Premium exposure totals for action-needed renewals. Breakdown by claims-made vs occurrence and by specialty, plus a coverage health score.
Dropdown Lookup Lists
Editable lists for Specialty, Form (Claims-Made / Occurrence), Reminder Status, Sample Flag, Status Labels, Carrier, and Entity / Practice — keeps multi-provider data entry consistent.
Built for Credentialing & Medical Staff
Whether you track one physician's claims-made policy or a hospital medical staff with dozens of renewals, this spreadsheet gives you one register for malpractice / professional liability dates, premiums, and tail notes — so privileges and paneling never depend on a silent lapse. Date and status focused; it does not sell policies, issue COIs, or store patient PHI. Distinct from commercial OWN-policy trackers and vendor COI spreadsheets.
- Medical staff offices verifying coverage before and during privileging
- Group practices watching a policy per provider, each renewing separately
- Risk & compliance leads managing claims-made continuity and tail notes
- Locum agencies and hospitals confirming coverage at every assignment
- Teams that need a date/status spreadsheet before automating renewal reminders
Related Remindax page: malpractice insurance tracking — how claims-made renewals protect privileges and prior care.
Automate Malpractice Renewal Reminders
Spreadsheets work — until you have a claims-made policy per provider, staggered renewals across the medical staff, and a brief gap that can break continuous coverage. Remindax automates email, SMS, and WhatsApp reminders before every malpractice date, stores policies alongside licenses and credentials, and keeps your register audit-ready. See our malpractice insurance tracking page for how multi-stage alerts protect privileges.
- Automated email, SMS & WhatsApp malpractice renewal reminders
- Per-provider coverage beside licenses & credentials with 90/60/30/7-day alerts
- Upload policies & COIs; export continuous-coverage proof for privileging
- Forever Free plan — no credit card required
Stop losing track of
critical deadlines.
Join 30,000+ businesses that use Remindax to automate expiry tracking, compliance, and renewal reminders — so nothing slips through the cracks.