For your practice

Find the questions that matter to your role.

You do not need to become the IT person. Start with the decisions, responsibilities and everyday problems that belong to your part of the practice.

01 / For doctors & owners
A physician owner reviewing IT priorities and the scope of a business decision.

Make the IT decisions your practice needs.

Turn an IT concern into a decision: what needs attention, what work fits, and who will own the next step.

  • Set priorities around the work your practice needs to do.
  • Separate everyday support from a defined change or project.
Read your role guide
02 / For practice managers
A practice manager coordinating staff tasks and a planned change on a calendar.

Keep the IT work moving with your practice.

Bring staff needs, approvals and vendor tasks into one workable plan for your office.

  • Collect the information needed to understand the issue.
  • Match changes to the practice’s schedule and approval process.
Read your role guide
03 / For assistants & staff
A front-desk assistant writing down what happened during a computer issue.

Explain what stopped working. Start there.

You know the task you were trying to finish. That is the most useful place to begin an IT report.

  • Describe the task, the problem and its effect on your work.
  • Keep patient details and passwords out of the initial report.
Read your role guide

One practice. Shared responsibilities.

Your role is part of a bigger conversation.

Owners approve decisions, managers coordinate the work, and staff explain what happens in the working day. A clear plan connects those perspectives with IT and software vendors.

See how responsibilities fit together