Worksheet

Clinic data duty checklist

This checklist runs to one sheet with three columns for the duty, what the software should do and what the clinic must do. Rows cover access roles and logs, consent records, retention periods, patient copy requests, breach steps and vendor agreements, each tested on screen during a live demo. Initials close each row.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “HIPAA, GDPR or DPDP: what patient data rules mean for clinic software”, www.gullysystem.com/blog/hipaa-gdpr-or-dpdp-what-patient-data-rules-mean-for-clinic-software