What should a solo practice review before adding another tool?
Technology checklist
- Must-have systems are already identified
- The tool solves a real workflow problem
- Privacy and security obligations are understood
- Data export and vendor exit are feasible
- Monthly cost and maintenance cost are both known
- The integration does not create duplicate work
- Backup and continuity plans are practical
- Support model is clear
- Patient intake and payment processing fit the workflow
- The clinician can explain why the tool belongs in the stack
The point is not to buy less software in every case. The point is to avoid overlapping tools that make the practice harder to run.
Sources reviewed
- Introduction to privacy and security for telehealthTelehealth.HHS.govLast reviewed 2026-07-20
Telehealth privacy guidance emphasizes risk analysis, secure transmission, and a workflow for privacy review.
- HIPAA Rules for telehealth technologyTelehealth.HHS.govLast reviewed 2026-07-20
Covered providers must use technology vendors that comply with HIPAA Rules and, when needed, BAAs.
- The Security RuleU.S. Department of Health and Human ServicesLast reviewed 2026-07-20
HHS summarizes the administrative, physical, and technical safeguards required for ePHI.
- Shields Up: Guidance for Corporate Leaders and CEOsCybersecurity and Infrastructure Security AgencyLast reviewed 2026-07-20
CISA emphasizes continuity, response planning, and testing for high-impact systems.
- Protecting Data from Ransomware and Other Data Loss EventsNational Institute of Standards and TechnologyLast reviewed 2026-07-20
NIST recommends backups that are maintained, tested, and part of recovery planning.