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IT
Health Checklist Clinical
3–5 minutes • No tech jargon • Free Consultation
Security Confidence
Is MFA turned on for all staff and admin access to PHI systems (EHR, email, remote access)?
Select
Yes
Not sure
No
When a provider, hygienist, therapist, or Are departing staff fully removed from EHR, email, imaging, and other systems within 24 hours?
Select
Yes
Not sure
No
Do staff only access the patient data and systems required for their role?
Select
Only what's needed
Not sure
Everything
Backup Assurance
Are your EHR, imaging, and shared clinical files backed up automatically every day?
Select
Yes
Not sure
No
Has a backup for your EHR, imaging, or shared drive been test-restored in the last 6 months?
Select
Yes
Not sure
No
Do you keep a secure offsite or cloud backup separate from your main systems?
Select
Yes
Not sure
No
Network & Reliability
Is your clinical network completely separate from guest/patient Wi-Fi?
Select
Yes
Not sure
No
Are all clinic computers and tablets kept up-to-date with security patches?
Select
Yes
Not sure
No
Do your systems (EHR, scheduling, billing, imaging, telehealth) work smoothly together without lots of manual fixes or double entry?
Select
Work Well
Not sure
Slow us Down
Password & Access Health
Do staff still share generic logins or reuse passwords across systems?
Select
Yes
Not sure
No
Does your clinic use a secure password manager for shared logins, or are passwords still scattered across sticky notes, texts, emails, or saved only on individual staff devices?
Select
Password Manager
Not sure
Scattered
Oversight & Ownership
Is there a clearly identified person or partner responsible for your clinic’s IT (beyond “whoever has time” at the front desk or among providers)?
Select
Yes
Not sure
No
Are your IT details — logins, vendor contacts (EHR, imaging, phone, billing), network diagrams, and basic procedures — documented in one secure, central place?
Select
Yes
Not sure
No
Business Continuity
If your main EHR/EMR server or cloud account went down today, could you realistically see patients again and access charts within 24 hours?
Select
Yes
Not sure
No
Do you have a simple, written plan for handling IT incidents or suspected PHI breaches — including who to call, what to shut off, and how to communicate with patients if needed?
Select
Yes
Not sure
No
Color-coded result + 3 probability-based insights. “Not sure” counts partially.
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