Security Checklist for Clinic Software (2026)
Use this checklist when evaluating or using clinic software to ensure patient data is protected.
Access controls and authentication
- Unique logins — Each user has their own account; no shared credentials.
- Role-based access — Staff only see what they need (e.g. front desk vs clinical vs billing).
- Strong authentication — Passwords that meet policy; consider multi-factor authentication (MFA) where offered.
- Session and timeout — Automatic lock or logout after inactivity to reduce risk on shared devices.
Encryption and data protection
- Data in transit — All traffic to and from the application uses HTTPS (TLS).
- Data at rest — Stored data is encrypted so that if storage is compromised, data is not readable without keys.
- Backups — Backups are encrypted and access is restricted.
Audit and accountability
- Audit trails — The system logs who did what and when (e.g. who viewed or updated a record). These logs are retained and available for review.
How Desk Clinic supports your checklist
Desk Clinic is designed with security in mind: encryption, access controls, and audit trails. See our Security page for details.
Choosing clinic software that checks these boxes helps you build a solid foundation for protecting patient information.