Implementing necessary security measures to protect patient information can be a long path. Follow the steps below to build a culture of security at your clinic.

Review guides describing best practices and providing tools such as forms and checklist to be adopted by your team.  Click the buttons to download Word files that can be edited to fit your needs.

1. Discuss with your team how to build a culture of security at your clinic

Clinic Security Culture (PDF)

 

2. Appoint the Privacy Officer and the Security Lead

Roles and Responsibilities of the Privacy Officer and Security Lead (PDF)

3. Consider what type of technical support your clinic needs

IT Support Selection Checklist for Clinics (PDF)

 

4. Review your clinic current practices in safeguarding patient information

Clinic Security Self-Assessment Checklist (PDF)

5. Create an inventory of electronic equipment and currently used software

Electronic Assets Management Guide (PDF)

6. Implement proper practices for managing individual accounts of your staff

Role-Based Access Guide (PDF)

7. Establish requirements and practices for adequate password management

Password Management Guide (PDF)

8. Create the Clinic Privacy and Security Binder for your clinic’s team 

Recommended Documentation for Clinic Privacy and Security (PDF)