Clinics Security Kit

Format: ZIP with PDF and editable Word guides and templates, plus an Excel workbook.

For small independent clinics and practices that need practical security measures for records, reception, referrals, temporary clinical staff and recovery.

Inside: 12-page guide to putting the steps into practice; 7-page working-template pack (PDF and editable Word); 11-tab workbook. Includes records showing where patient information goes, a table of staff responsibilities, attachment and recipient checks, access handovers for temporary clinical staff, questions about recovering work from a supplier and checks on who is responsible when systems are unavailable. Also includes two made-up exercises.

Helps managers organise security work without placing live patient information in the templates. Pair with the free Essential Security Kit for account and device settings.

Published by William Baptist | Tidy Desk Digital

General guidance, not legal advice, official security certification or a promise that you meet legal or security requirements. Not endorsed by cited organisations. Workbook recalculated and checked in LibreOffice, an office-program suite, not tested in Microsoft Excel itself. Guidance from the Information Commissioner's Office (ICO), the UK data protection regulator, is under review following the Data (Use and Access) Act.

Not a submission to the NHS Data Security and Protection Toolkit, a pack proving you meet Care Quality Commission requirements, a clinical procedure or medical-device certification. No universal period for keeping patient records supplied. Clinical equipment changes and decisions about what to do while systems are unavailable require supplier and appropriate clinical approval.