For your practice / For assistants & staff

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.

An assistant reporting the affected task, timing and people during a computer problem.

A sign-in problem, a printer that will not respond or a video appointment without sound can interrupt an already busy day. You do not need a technical diagnosis. Explain what you were doing, what happened and who else is affected, using your practice’s agreed support route.

Focus 1

Describe the task in your own words.

Start with a sentence such as, “I can open the application, but the print command does not produce a page.” That tells someone more than “the computer is broken.” Include whether you saw an error, a blank screen or an unexpected result.

Say when you first noticed the problem and whether it happens every time. If a colleague has already checked the same task, mention the result. You can report what you observed without guessing which piece of technology caused it.

  • What were you trying to do?
  • What did you expect, and what happened?
  • Which device or application were you using?
  • Can you continue any part of the work?
Focus 2

Leave sensitive details out of the first message.

An initial report can describe a problem without including a patient’s name, appointment details, records or passwords. Type the general error message if you can do so without those details. Do not attach a full screen merely because it shows the problem.

If a closer look at a system is needed, your practice and the person providing support agree the appropriate access and information-sharing process. Do not send credentials or make patient information available on your own initiative.

Focus 3

Follow your practice’s support route.

Your manager or designated contact can tell you how ongoing IT requests should be raised. Use the contact method and hours agreed for your practice. The public website inquiry form is for starting a conversation about services; it does not establish an urgent support arrangement.

Let your practice contact know what work is blocked so they can coordinate the next step. If there are existing instructions for the situation, follow those instructions. Avoid changing account permissions, installing tools or disconnecting shared equipment without approval.

Focus 4

Know your part in remote help.

You may be asked to describe what is on screen, repeat an agreed task or identify the device you use. Ask what a proposed step will change if you are unsure. If you do not have permission to authorize access, bring in the practice contact who does.

Some problems need someone at the office: a loose cable, damaged equipment or a connection that is entirely unavailable. Report what you can observe and let the responsible person arrange physical work. You do not need to take equipment apart to make a useful report.

Focus 5

Check the task you needed to finish.

After an agreed change, try the original task when instructed and tell the person helping you what happened. A successful sign-in may not answer whether printing, audio or another part of the workflow now works. Describe the specific result.

If the issue returns, report when it returned and whether it looks the same. Keep the earlier reference if your support process provides one. That helps your practice connect repeat reports without asking you to reconstruct the whole story.

A useful next step

Start with your practice.

Already receiving support? Use your practice’s agreed route and tell your manager what is affected. Exploring help for your office? Use the initial inquiry form or [email protected] with a general description and no patient details or passwords.

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