We may not control our accounts
Review domain, Microsoft 365, Google Workspace, Zoho Workplace, vendors, billing, MFA, backup, and recovery ownership.
Start the self-assessment →Resources
Practical clinic IT guides.
Clear information for small practices that want safer, more repeatable technology processes.
Start with the problem
Not sure where to begin?
Choose the situation that sounds most like your clinic. Each path leads to the most useful starting resources.
An employee or vendor is leaving
Prioritize account disablement, session revocation, file transfer, remote access, MFA, devices, and vendor transitions.
Review transition steps →We are replacing computers
Preserve sign-in, applications, shared files, browser settings, printers, scanners, and recovery access.
Plan the replacement →We are unsure whether backups work
Separate synchronization from backup, define recovery priorities, and test restoration before an emergency.
Review backup planning →Our Wi-Fi or remote access may be exposed
Review guest isolation, segmentation, VPN access, remote-support ownership, logging, and vendor access.
Review network guidance →We need a clearer staff technology policy
Use the editable confidentiality and technology access agreement as a practical starting point.
View the agreement →Featured clinic resource
Sample Confidentiality and Technology Access Agreement
A practical, editable starting point for documenting staff responsibilities involving confidential information, passwords, MFA, clinic devices, cloud services, remote access, personal technology, AI tools, and employee offboarding.
This resource is available as an online reference, an editable Word document, and a printable PDF so clinics can review and adapt it with their legal, compliance, privacy, or human-resources advisors.
Ready-to-use template
Why clinics may find it valuable
- Modernizes older confidentiality forms for current technology.
- Addresses cloud platforms, MFA, remote access, personal devices, and AI tools.
- Supports onboarding, policy review, and access-management discussions.
- Provides editable and printable formats without pretending to replace legal advice.
Free checklist
Who actually controls your clinic’s technology?
Review domain, cloud, backup, network, vendor, and recovery ownership before an emergency exposes the gaps.
Practical guidance
Useful clinic IT information without the sales fog.
Browse the guides by subject. Every ClinicsIT resource article published on the site is included below.
Identity, accounts, and ownership
Clinic-Owned Accounts vs. IT-Vendor-Owned Accounts
Why clinics should own their domains, cloud tenants, websites, backups, and vendor portals while granting named delegated access to IT providers.
Does MFA Appear Every Time an Employee Signs Into a Clinic Computer?
Understand the difference between Windows sign-in and Microsoft cloud MFA prompts, including why repeated prompts occur and what clinics should review.
How to Properly Join a Clinic Computer to Microsoft Entra ID
A practical guide to Microsoft Entra joining clinic computers, validating user access, and preserving emergency local recovery.
How to Recover Control of a Clinic Domain, DNS, and Cloud Accounts
A practical guide to recovering and protecting clinic ownership of domains, DNS, websites, email, cloud files, and administrative access without sharing owner passwords.
Microsoft Entra ID vs. Local Windows Accounts for Clinics
Compare Microsoft Entra ID and local Windows accounts for small clinics, including local-account hardening, break-glass recovery access, MFA, and deployment considerations.
Microsoft Entra Registered vs. Joined Clinic Computers
Understand the practical difference between Microsoft Entra registered and Entra joined Windows computers, including sign-in behavior, management, and deployment planning.
Recovering a Microsoft 365 Tenant When the Original Administrator Is Gone
Practical steps for small clinics recovering Microsoft 365 administration after the original administrator leaves or becomes unavailable.
What Happens When Google Workspace Is Purchased Through a Domain Reseller?
How reseller billing, Google Workspace administration, domain ownership, and recovery responsibilities differ for small clinics.
Why a Microsoft Account Must Work Before First Sign-In on a Clinic Computer
Why clinics should verify Microsoft 365 credentials, MFA, licensing, and account readiness before a user first signs in to an Entra-joined computer.
Why Every Small Clinic Needs Tested Backup Cloud Administrator Accounts
A practical guide to backup Microsoft 365, Google Workspace, and Zoho Workplace administrator access, emergency accounts, MFA ownership, and recovery testing for small clinics.
Security and administration
Small Clinic Technology Transition Packet
Editable forms for onboarding, departures, vendor access, computer replacement, new locations, account ownership, and emergency contacts.
View and download the packet →A Clinic’s First 24 Hours After an Employee Leaves
A priority-based first-day offboarding guide for clinic accounts, sessions, MFA, email, files, devices, vendor portals, and access review.
Clinic Employee IT Offboarding Checklist
A practical small-clinic offboarding checklist covering account disablement, email, files, devices, MFA, vendor access, and documentation.
How Many Microsoft 365 Administrators Should a Small Clinic Have?
How small clinics can avoid one-person dependency while limiting Global Administrator access and maintaining emergency recovery.
Local Administrator Accounts on Clinic Computers: What Should Be Disabled and What Must Remain
Practical guidance for reducing local administrator risk while preserving a secured break-glass recovery account on clinic computers.
What Belongs in a Clinic Password Vault—and What Does Not
A practical guide to storing clinic-owned credentials, recovery codes, vendor records, and break-glass information without collecting employee passwords.
What Belongs in a Small Clinic IT Administrator Handbook
A practical IT documentation checklist for small clinics covering domains, cloud administrators, workstations, networks, backups, vendors, onboarding, offboarding, and recovery.
Workstations, printers, and scanners
A Small Clinic Printer and Scanner Deployment Checklist
A repeatable deployment checklist for clinic printers, scanners, copiers, drivers, scan destinations, addressing, testing, and documentation.
Clinic Employee IT Onboarding Checklist
A practical IT onboarding checklist for small medical practices covering accounts, MFA, devices, applications, printers, and first-day testing.
How to Replace a Clinic Computer Without Losing Shared Files, Scanning, or User Access
A practical clinic computer replacement sequence covering accounts, files, applications, printers, scanners, shared folders, testing, and rollback.
New Clinic Computer Deployment Checklist
A practical workstation deployment checklist for small clinics covering Windows, identity, secured break-glass recovery access, applications, printers, scanners, shared files, testing, and documentation.
Why Browser Favorites and Settings May Not Follow an Employee to Another Computer
Why browser bookmarks, passwords, extensions, and settings may remain local and how clinics can manage synchronization without exposing personal data.
Why Scan-to-Folder Stops Working After Replacing a Clinic Computer
A practical guide to scan-to-folder failures involving SMB shares, Windows profiles, credentials, firewall rules, names, and network addresses.
Why Scanners and Copiers Fail in Small Medical Offices
A practical explanation of common clinic scanner and copier failures involving drivers, network addresses, scan destinations, Windows profiles, firewalls, and vendor software.
Shared files, backup, and continuity
Backup and disaster recovery planning for small clinics.
A practical backup and disaster recovery planning guide for small clinics covering data ownership, independent copies, recovery priorities, testing, cloud services, workstations, and vendor responsibilities.
Is Cloud Storage a Backup for a Medical Office?
Understand how OneDrive, Google Drive, Zoho WorkDrive, Dropbox, Box, and similar cloud file services differ from a complete backup and recovery plan.
Local Servers vs. Cloud Shared-File Platforms
Compare local servers and NAS systems with SharePoint, Google Shared Drives, Zoho WorkDrive, Dropbox, Box, and other organization-managed file platforms.
The Risks of Using a Staff Computer as the Clinic File Server
Why a staff workstation is a fragile file server and what small clinics should plan for availability, permissions, backup, and migration.
Networks, Wi-Fi, and remote access
Business-Grade Wi-Fi for Small Clinics Without Consumer Extenders
A practical guide to business-grade clinic Wi-Fi, access-point placement, wired backhaul, managed switching, VLAN segmentation, guest isolation, and centrally managed platforms.
Remote Support for Medical Offices: Security and Convenience Tradeoffs
How clinics can evaluate attended and unattended remote support, MFA, device approval, logging, vendor ownership, and offboarding.
Who Owns the Clinic Modem, Router, Firewall, Switches, and Wi-Fi?
How small clinics can document ownership and support responsibility for internet, firewall, switching, Wi-Fi, phones, and managed network equipment.