Approved forms, grouped by clinic and admin office.
Main admin office imprint
The Santa Barbara Group · Santa Barbara, CA
Every form below is the same approved template — only these fields change per group. Revised 7/23/26.
Financial · As needed
Equipment, lease, and above-threshold expense requests routed from a clinic or the local office to the main admin office for approval.
Imprinted for Main Admin Office
Figure not included in this demo build.
Admin & HR · New provider / entity
Entity registrations, W-9s, and provider credentialing submissions handled at the corporate level using the main office Tax ID.
Imprinted for Main Admin Office
Figure not included in this demo build.
Compliance · Before release
Any change to the CA Manual, clinic policy, or an approved form is signed off by the main admin office before it is released to the clinics.
Imprinted for Main Admin Office
Figure not included in this demo build.
Compliance · New vendor
Vendor contracts and Business Associate Agreements are executed only by the main admin office.
Imprinted for Main Admin Office
Figure not included in this demo build.