Downloadable clinic toolkit
Small Clinic Technology Transition Packet
Reusable forms for onboarding, employee departures, vendor access, computer replacement, new locations, account ownership, and emergency technology contacts.
Included forms
- New employee IT request
- Employee departure and access-change request
- Vendor access request
- Computer replacement intake
- New clinic or new-location technology checklist
- Technology account ownership worksheet
- Emergency IT contact sheet
Use carefully: Do not place patient information, passwords, MFA recovery codes, or sensitive credentials directly in the forms. Adapt the packet to clinic policy and obtain appropriate legal, privacy, compliance, or HR review.