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By type of organisation

Dental Clinic: setup and training guide

On this page

This page is the part of the onboarding kit that is specific to a Dental Clinic. It lists what the app will set up for you, who in your team normally does each piece, and what you need to have ready. How to use the app is in the shared guides, which are the same for every organisation:

The lists below come from the same rule set the app uses, so they match what you will see. What actually applies to your site depends on your answers during setup: a rule marked "depends on your site" is only switched on if you have, for example, a borewell or a kitchen.

1. At a glance

WhatHow many (maximum)
Rules that apply to every Dental Clinic3
Rules that depend on what is on your site11
Good-practice rules (recommended)6
One-time setup items (photos, documents, certificates)39
Recurring jobs (daily to yearly)33
Things you log when they happen13
Licence renewals tracked14
Statutory filings4

Most sites end up with fewer than the maximum, because the setup questions switch off what does not apply.

2. Who you need on the app

Each row is a job in your organisation, not necessarily a separate person. In a small site one person often holds several rows: the manager is usually also the compliance officer. Every person signs in with their own account, so the record shows who did what.

RoleApp accessWhat they look afterNeeded?Items they own
Dental surgeon in chargeManagerRegistered dentist named on the authorisation.Yes–
ManagerManagerRuns the account: setup, team, approvals, reports and filings.Yes1
Bio-medical waste coordinatorManagerDental Nurse / Senior TechnicianYes7
Housekeeping / floor staffWorkerDental Assistant / HousekeepingYes4
Compliance officerManagerSPCB / CPCB liaisonYes57
Operations supervisorSupervisorClinic operations / waste segregationYes31
Lab / technical staffWorkerHWM manifest / X-ray chemistry handlingYes1
Nurse / ward in-chargeSupervisorChair-side BMW daily logYes1
Pharmacy in-chargeSupervisorOn-site drug stock / expiry auditOnly if your site needs it1

App access decides what a person sees. Manager: the web portal and the phone app, with setup, approvals, reports and filings. Supervisor: the phone app, with their team's jobs and approvals. Worker: the phone app, with their own jobs only.

3. Before setup: have these ready

Questions the setup will ask about your site

Setup takes about 30 to 45 minutes if you have these answers to hand. "Not sure" is fine for anything you can find out later; you can change answers afterwards.

Numbers

  • Number of lifts
  • Number of escalators / moving walks
  • Connected electrical load (kW)
  • Age of the building (years)
  • Contract workers engaged through contractors
  • Solar plant capacity (kW)
  • Number of employees / workers on site

Yes or no

  • Conventional X-ray with fixer/developer chemistry (HWM)?
  • Electronic equipment (digital X-ray, autoclave controls, computers)?
  • On-site pharmacy / expired drug stock management?
  • UPS/inverter backup batteries on premises?
  • Uses amalgam fillings (mercury-containing restorations)?
  • Clinical Establishments (Registration and Regulation) Act, 2010 applies in this state (some states use their own separate Act instead)?
  • Active renovation on site?
  • Employs 10 or more people (incl. contract/interns)?
  • Security guards supplied by an agency?
  • Holds an SPCB consent (Water / Air Act) or hazardous-waste authorisation?
  • Rooftop / ground-mounted solar plant on site?

Documents and licences to gather

Collect what you already have as PDFs or clear phone photos. Anything you do not have yet stays on your list as a gap; it does not block setup.

DocumentNeeded
☐ SPCB HWM Authorization (Form 1)If HWM 2016 applies
☐ BMW SPCB/PCC authorization certificateAlways
☐ State Drug Controller retail drug licenseIf DRUGS ACT applies
☐ Clinical Establishment Authority registration certIf Clinical Establishment Registration applies
☐ Waste management plan (submission to state authority)If Clinical Establishment Registration applies
☐ C&D Waste Management PlanIf Construction & Demolition (C&D) Waste applies
☐ ULB approval/intimation for large C&D projectsIf Construction & Demolition (C&D) Waste applies
☐ Dental amalgam separator installation certificateIf Dental Amalgam / Mercury Waste Handling applies
☐ Shops & Establishments Act registrationAlways
☐ POSH Internal Complaints Committee constitution (incl. external member)If POSH Internal Complaints Committee applies
☐ AERB Licence for Operation (e-LORA) + Radiation Safety Officer designationIf AERB X-ray License applies
☐ Lift licence / registration (each lift)If Lifts & escalators applies
☐ Lift maintenance contract (AMC)If Lifts & escalators applies
☐ Lift third-party insuranceIf Lifts & escalators applies
☐ Electrical installation inspection / self-certificationAlways
☐ Electrical Safety Officer appointmentAlways
☐ Fire-safe wiring and supply isolation certificateAlways
☐ Municipal trade / health trade licenceAlways
☐ Occupancy / completion certificateAlways
☐ Structural stability certificateAlways
☐ Contractor labour licences (50 or more contract workers)Always
☐ Security agency licence (PSARA)Always
☐ Privacy notice for residents / visitors / customers / staffAlways
☐ Personal data breach response planAlways
☐ EBWGR certificates (dry, sanitary and special-care waste; wet waste if not processed on site)Always
☐ Electrical Inspector approval of the rooftop solar plantAlways
☐ Self-certification of the rooftop solar plantAlways
☐ Net-metering / grid connection agreement with the discomAlways
☐ Crèche facility for employees' children (50 or more employees)Always

4. Setup evidence: your first-weeks checklist

Setup evidence is the one-time proof of what is on your site: a photo of each bin, the STP nameplate, a copy of each licence. After setup each item appears as a job under Setup Evidence. Photo items for equipment start with a scan of that item's QR sticker, so stick the stickers on first (see Setup evidence and QR stickers).

Compliance officer

ItemEvidenceNeeded
☐ One-time declaration: clinic uses digital X-ray (no fixer/developer waste — simplifies HWM)DeclarationAlways
☐ SPCB HWM Authorization (Form 1)CertificateIf HWM 2016 applies
☐ BMW SPCB/PCC authorization certificateCertificateAlways
☐ State Drug Controller retail drug licenseCertificateIf DRUGS ACT applies
☐ Clinical Establishment Authority registration certCertificateIf Clinical Establishment Registration applies
☐ Waste management plan (submission to state authority)DocumentIf Clinical Establishment Registration applies
☐ ULB approval/intimation for large C&D projectsDocumentIf Construction & Demolition (C&D) Waste applies
☐ Shops & Establishments Act registrationCertificateAlways
☐ POSH Internal Complaints Committee constitution (incl. external member)DocumentIf POSH Internal Complaints Committee applies
☐ AERB Licence for Operation (e-LORA) + Radiation Safety Officer designationCertificateIf AERB X-ray License applies
☐ Lift / escalator nameplate photo (each lift)PhotoIf Lifts & escalators applies
☐ Lift licence / registration (each lift)CertificateIf Lifts & escalators applies
☐ Lift maintenance contract (AMC)CertificateIf Lifts & escalators applies
☐ Lift third-party insuranceCertificateIf Lifts & escalators applies
☐ Electrical installation inspection / self-certificationCertificateAlways
☐ Electrical Safety Officer appointmentDocumentAlways
☐ Fire-safe wiring and supply isolation certificateDocumentAlways
☐ Municipal trade / health trade licenceCertificateAlways
☐ Occupancy / completion certificateCertificateAlways
☐ Structural stability certificateCertificateAlways
☐ Contractor labour licences (50 or more contract workers)CertificateAlways
☐ Security agency licence (PSARA)CertificateAlways
☐ Privacy notice for residents / visitors / customers / staffDocumentAlways
☐ Named contact for personal-data grievancesDeclarationAlways
☐ Personal data breach response planDocumentAlways
☐ EBWGR certificates (dry, sanitary and special-care waste; wet waste if not processed on site)CertificateAlways
☐ Electrical Inspector approval of the rooftop solar plantDocumentAlways
☐ Self-certification of the rooftop solar plantDocumentAlways
☐ Net-metering / grid connection agreement with the discomDocumentAlways
☐ Crèche facility for employees' children (50 or more employees)DocumentAlways

Housekeeping / floor staff

ItemEvidenceNeeded
☐ BMW color-coded bin setup photo (each ward)PhotoAlways

Manager

ItemEvidenceNeeded
☐ C&D Waste Management PlanDocumentIf Construction & Demolition (C&D) Waste applies

Bio-medical waste coordinator

ItemEvidenceNeeded
☐ Dental amalgam separator installation certificateCertificateIf Dental Amalgam / Mercury Waste Handling applies

Operations supervisor

ItemEvidenceNeeded
☐ Electrical danger notices and shock-treatment chartPhotoAlways
☐ Bin overview photo (position, label & lid) — per bin (each bin)PhotoAlways
☐ Four-stream segregation signage and bin infrastructure photoPhotoAlways
☐ Composting unit full overview (each compost unit)PhotoAlways
☐ Composting unit capacity label (each compost unit)PhotoAlways
☐ Compost output storage area (each compost unit)PhotoAlways

5. Your recurring jobs

These are created automatically once setup is done and come back on their own schedule. Each shows on the phone of the person it is assigned to. The "Usually done by" column is the default; the manager can reassign any job (see Manager guide).

Every day

JobUsually done byEvidenceNeeded
BMW daily generation log by enabled categoryNurse / ward in-chargeReadingsAlways
Daily C&D waste volume log by categoryHousekeeping / floor staffReadingsIf Construction & Demolition (C&D) Waste applies
Daily waste log by stream (weigh on collection days)Operations supervisorReadingsAlways

Every week

JobUsually done byEvidenceNeeded
On-site C&D waste segregation zone photo (4-category)Housekeeping / floor staffPhotoIf Construction & Demolition (C&D) Waste applies
No unauthorized C&D dumping declarationOperations supervisorDeclarationIf Construction & Demolition (C&D) Waste applies

Every month

JobUsually done byEvidenceNeeded
Monthly amalgam usage log (capsules used; phase-down tracking)Bio-medical waste coordinatorReadingsIf Dental Amalgam / Mercury Waste Handling applies
Monthly declaration: no amalgam flushed into drainCompliance officerDeclarationAlways
Monthly BMW color-coded bin segregation check photoBio-medical waste coordinatorPhotoAlways
Monthly single-use plastic ban auditOperations supervisorChecklistAlways
Plastic waste dispatch to CPCB-authorized recyclerOperations supervisorDocumentAlways
Monthly stock expiry audit — all medicines checked; expired stock segregatedHousekeeping / floor staffDocumentIf DRUGS ACT applies
Monthly declaration: no expired medicines in general bins, drains, or burnedCompliance officerDeclarationIf DRUGS ACT applies
Monthly no-open-burning declarationOperations supervisorDeclarationAlways
Monthly lift maintenance visit (each lift)Operations supervisorChecklistIf Lifts & escalators applies
Monthly first-aid box checkOperations supervisorChecklistAlways
Sanitary waste stream handover log (SWM 2026)Operations supervisorDocumentAlways
Special-care waste stream handover log (SWM 2026)Operations supervisorDocumentAlways

Every quarter

JobUsually done byEvidenceNeeded
Quarterly amalgam separator maintenance/cleaning/replacement logBio-medical waste coordinatorDocumentIf Dental Amalgam / Mercury Waste Handling applies
Quarterly lift test by a registered person (each lift)Operations supervisorDocumentIf Lifts & escalators applies
Lift rescue device, alarm and intercom check (each lift)Operations supervisorChecklistIf Lifts & escalators applies

Every six months

JobUsually done byEvidenceNeeded
BMW segregation and handling staff trainingBio-medical waste coordinatorDocumentAlways
Six-monthly lift test by an authorised person (each lift)Operations supervisorDocumentIf Lifts & escalators applies
Lift rescue mock drillOperations supervisorDocumentIf Lifts & escalators applies

Every year

JobUsually done byEvidenceNeeded
Annual waste generation report to State Health AuthorityCompliance officerDocumentIf Clinical Establishment Registration applies
POSH annual report to District OfficerCompliance officerDocumentIf POSH Internal Complaints Committee applies
AERB-authorized X-ray equipment QA test (minimum once every 2 years)Compliance officerDocumentIf AERB X-ray License applies
Annual lift safety certificate / inspection reportOperations supervisorDocumentIf Lifts & escalators applies
Annual earth resistance testOperations supervisorDocumentAlways
Electrical Safety Officer annual inspection and test reportOperations supervisorDocumentAlways
Annual review and erasure of personal data no longer neededOperations supervisorChecklistAlways
Hepatitis B and tetanus immunisation of staff handling bio-medical wasteOperations supervisorChecklistAlways
Health check-up of staff handling bio-medical wasteOperations supervisorDocumentAlways
Annual crèche facility reviewCompliance officerChecklistAlways

6. Things you log when they happen

These have no fixed date. Log them in the app on the day they happen, so the record is made at the time and not rebuilt later.

WhatWhenUsually logged byNeeded
HWM Form 10 dispatch manifestEach time it happensLab / technical staffIf HWM 2016 applies
E-waste handover receipt from registered producer/refurbisher/recyclerEach time it happensOperations supervisorIf EWASTE 2022 applies
Spent battery handover receipt / take-back confirmationEach time it happensOperations supervisorIf BATTERY 2022 applies
CBWTF barcode-scan / handover record per collection visitEach time it happensBio-medical waste coordinatorAlways
Expired/recalled non-cytotoxic medicine disposal logEach time it happensPharmacy in-chargeAlways
C&D waste dispatch to authorized processor receiptEach time it happensOperations supervisorIf Construction & Demolition (C&D) Waste applies
Extracted teeth with amalgam fillings — mercury recycler receiptEach time it happensBio-medical waste coordinatorIf Dental Amalgam / Mercury Waste Handling applies
Lift accident report to the inspectorEach time it happensOperations supervisorIf Lifts & escalators applies
Electrical accident intimationEach time it happensOperations supervisorAlways
Workplace accident / dangerous occurrence noticeEach time it happensOperations supervisorAlways
Personal data breach intimationEach time it happensCompliance officerAlways
Bio-medical waste accident report (Form I)Each time it happensCompliance officerAlways
End-of-life solar panels handed only to a registered recycler or the producerEach time it happensCompliance officerIf EWASTE 2022 applies

7. Licence renewals

Enter the expiry date of each licence when you upload it. The app then creates the renewal job ahead of the expiry, so nobody has to remember the date.

RenewalOwnerNeeded
HWM authorisation renewal taskCompliance officerIf HWM 2016 applies
BMW authorisation renewal taskCompliance officerAlways
drug retail license renewal task (pre-expiry)Compliance officerIf DRUGS ACT applies
Shops & Establishments registration renewal task (state-specific cycle; some states issue lifetime certificates)Compliance officerAlways
AERB Licence for Operation renewal taskCompliance officerIf AERB X-ray License applies
Clinical Establishment registration renewal task (permanent registration, 5-year validity)Compliance officerIf Clinical Establishment Registration applies
Lift licence / registration — renewalCompliance officerIf Lifts & escalators applies
Lift maintenance contract (AMC) — renewalCompliance officerIf Lifts & escalators applies
Lift third-party insurance — renewalCompliance officerIf Lifts & escalators applies
Electrical installation inspection / self-certification — renewalCompliance officerAlways
Municipal trade / health trade licence — renewalCompliance officerAlways
Structural stability certificate — renewalCompliance officerAlways
Contractor labour licences (50 or more contract workers) — renewalCompliance officerAlways
Security agency licence (PSARA) — renewalCompliance officerAlways

8. Your filing calendar

Filings are statutory returns you submit to a regulator. The app reminds the owner ahead of each due date and collects the figures from the jobs your team has done through the year, so the return is built from real records.

FilingDueWhereRuleNeeded
BMW ANNUAL RETURN30 June every year–BMW 2016Always
HWM Form 4 Annual Return30 June every year–HWM 2016If the rule applies
Environmental Statement (Form V)30 September every yearState SPCB portalEnvironmental Statement (Form V)If the rule applies
SWM ANNUAL RETURN30 June every year–SWM 2026Always

9. The rules behind all this

Applies to every site of this type

RuleWhat it asks of you
BMW 2016
Plastic Waste Management Rules, 2016 (as amended)
SWM 2026

Depends on what is on your site

RuleWhat it asks of you
Dental Amalgam / Mercury Waste HandlingMercury-contaminated dental waste (amalgam, broken items) must be segregated into labelled yellow-category containers per BMW Rules, separate from other biomedical waste.
HWM 2016
DRUGS ACT
EWASTE 2022
BATTERY 2022
Clinical Establishment RegistrationEvery clinical establishment must be registered with the applicable state or central registering authority before operating — which specific law applies depends on the state it is located in.
Construction & Demolition (C&D) WasteAny renovation or demolition work must segregate C&D waste per the local authority's plan; projects over 20,000 sq.m also need EPR portal registration.
POSH Internal Complaints CommitteeAny workplace with 10 or more employees must proactively constitute an Internal Complaints Committee, including an external member, at every branch or office location — waiting until a complaint arises is itself a violation.
AERB X-ray LicenseAny facility operating diagnostic X-ray equipment needs an AERB Licence for Operation via the e-LORA system, a designated Radiation Safety Officer, and periodic equipment QA testing by an AERB-authorized agency — operating without this licence is a statutory violation, not just a best practice.
Lifts & escalatorsA lift runs on a licence and a maintenance contract that both expire. Where the state has a lift Act you get its statutory tests and filings; everywhere you get monthly maintenance, rescue-device checks and an accident log, because the owner answers for a defect that was known and not fixed.
Environmental Statement (Form V)If your premises runs under an SPCB consent to operate (for an STP, ETP, DG set or boiler) or a hazardous-waste authorisation, you owe the Board a yearly environmental statement — water and raw-material use, pollutants discharged, hazardous and solid waste generated, and measures taken. It is easy to miss because no renewal prompts it.
RuleWhat it asks of you
Shops & Establishments RegistrationNearly every commercial or institutional premises operating in India needs Shops & Establishments registration from the state labour department or municipal corporation — this is separate from any sector-specific licence and applies regardless of business type.
Electrical safetyEvery premises has an electrical installation that needs a current inspection or self-certification. Most fires in buildings start electrically, and a lapsed inspection is the first thing an insurer or investigator asks for.
Trade licenceHotels, restaurants, hospitals, shops and most commercial premises need a trade licence from the local body, and it is often a prerequisite for other licences and utility connections.
Occupancy & structureThe occupancy certificate is the document other licences ask for; in Maharashtra and Gujarat an older building also needs a current structural stability certificate.
Site labour dutiesThese are the labour duties that show up on site — a stocked first-aid box, an accident notice, and proof that the agencies supplying your housekeeping and security staff are licensed. Wages, provident fund and ESI stay with payroll.
Personal data protectionResident, visitor, guest, patient, student and staff records — and CCTV — are personal data. The core duties start on 13 May 2027; these tasks get the notice, breach plan and grievance contact in place before then.

This guide explains how the app helps you keep records. It is not legal advice; your regulator's notification is the final word.

10. Job sheets for each person

Print the section for each person and hand it over with their login. It lists only the jobs that are usually theirs; their role guide explains how to do any job in the app.

Bio-medical waste coordinator (Manager access)

Every month

  • Monthly amalgam usage log (capsules used; phase-down tracking) (only if Dental Amalgam / Mercury Waste Handling applies)
  • Monthly BMW color-coded bin segregation check photo

Every quarter

  • Quarterly amalgam separator maintenance/cleaning/replacement log (only if Dental Amalgam / Mercury Waste Handling applies)

Every six months

  • BMW segregation and handling staff training

Each time it happens

  • CBWTF barcode-scan / handover record per collection visit
  • Extracted teeth with amalgam fillings — mercury recycler receipt (only if Dental Amalgam / Mercury Waste Handling applies)

How to do these in the app: Manager guide.

Housekeeping / floor staff (Worker access)

Every day

  • Daily C&D waste volume log by category (only if Construction & Demolition (C&D) Waste applies)

Every week

  • On-site C&D waste segregation zone photo (4-category) (only if Construction & Demolition (C&D) Waste applies)

Every month

  • Monthly stock expiry audit — all medicines checked; expired stock segregated (only if DRUGS ACT applies)

How to do these in the app: Worker guide.

Compliance officer (Manager access)

Every month

  • Monthly declaration: no amalgam flushed into drain
  • Monthly declaration: no expired medicines in general bins, drains, or burned (only if DRUGS ACT applies)

Every year

  • BMW Annual Return Form IV (June 30)
  • Annual waste generation report to State Health Authority (only if Clinical Establishment Registration applies)
  • HWM Form 4 annual return (June 30) (only if HWM 2016 applies)
  • POSH annual report to District Officer (only if POSH Internal Complaints Committee applies)
  • AERB-authorized X-ray equipment QA test (minimum once every 2 years) (only if AERB X-ray License applies)
  • Environmental Statement (Form V) to the SPCB (30 September) (only if Environmental Statement (Form V) applies)
  • Annual SWM return filing
  • Annual crèche facility review

Each time it happens

  • Personal data breach intimation
  • Bio-medical waste accident report (Form I)
  • End-of-life solar panels handed only to a registered recycler or the producer (only if EWASTE 2022 applies)

Before the licence expires

  • HWM authorisation renewal task (only if HWM 2016 applies)
  • BMW authorisation renewal task
  • drug retail license renewal task (pre-expiry) (only if DRUGS ACT applies)
  • Shops & Establishments registration renewal task (state-specific cycle; some states issue lifetime certificates)
  • AERB Licence for Operation renewal task (only if AERB X-ray License applies)
  • Clinical Establishment registration renewal task (permanent registration, 5-year validity) (only if Clinical Establishment Registration applies)
  • Lift licence / registration — renewal (each lift) (only if Lifts & escalators applies)
  • Lift maintenance contract (AMC) — renewal (only if Lifts & escalators applies)
  • Lift third-party insurance — renewal (only if Lifts & escalators applies)
  • Electrical installation inspection / self-certification — renewal
  • Municipal trade / health trade licence — renewal
  • Structural stability certificate — renewal
  • Contractor labour licences (50 or more contract workers) — renewal
  • Security agency licence (PSARA) — renewal

How to do these in the app: Manager guide.

Operations supervisor (Supervisor access)

Every day

  • Daily waste log by stream (weigh on collection days)

Every week

  • No unauthorized C&D dumping declaration (only if Construction & Demolition (C&D) Waste applies)

Every month

  • Monthly single-use plastic ban audit
  • Plastic waste dispatch to CPCB-authorized recycler
  • Monthly no-open-burning declaration
  • Monthly lift maintenance visit (each lift) (only if Lifts & escalators applies)
  • Monthly first-aid box check
  • Sanitary waste stream handover log (SWM 2026)
  • Special-care waste stream handover log (SWM 2026)

Every quarter

  • Quarterly lift test by a registered person (each lift) (only if Lifts & escalators applies)
  • Lift rescue device, alarm and intercom check (each lift) (only if Lifts & escalators applies)

Every six months

  • Six-monthly lift test by an authorised person (each lift) (only if Lifts & escalators applies)
  • Lift rescue mock drill (only if Lifts & escalators applies)

Every year

  • Annual lift safety certificate / inspection report (only if Lifts & escalators applies)
  • Annual earth resistance test
  • Electrical Safety Officer annual inspection and test report
  • Annual review and erasure of personal data no longer needed
  • Hepatitis B and tetanus immunisation of staff handling bio-medical waste
  • Health check-up of staff handling bio-medical waste

Each time it happens

  • E-waste handover receipt from registered producer/refurbisher/recycler (only if EWASTE 2022 applies)
  • Spent battery handover receipt / take-back confirmation (only if BATTERY 2022 applies)
  • C&D waste dispatch to authorized processor receipt (only if Construction & Demolition (C&D) Waste applies)
  • Lift accident report to the inspector (only if Lifts & escalators applies)
  • Electrical accident intimation
  • Workplace accident / dangerous occurrence notice

How to do these in the app: Supervisor guide.

Lab / technical staff (Worker access)

Each time it happens

  • HWM Form 10 dispatch manifest (only if HWM 2016 applies)

How to do these in the app: Worker guide.

Nurse / ward in-charge (Supervisor access)

Every day

  • BMW daily generation log by enabled category

How to do these in the app: Supervisor guide.

Pharmacy in-charge (Supervisor access)

Each time it happens

  • Expired/recalled non-cytotoxic medicine disposal log

How to do these in the app: Supervisor guide.