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IT Checklist for Optometry & Physiotherapy Clinics

Optometry and physio clinics have IT needs that general office checklists miss: imaging devices, laptops moving between treatment rooms, retail payments and busy shared Wi-Fi. Use this list to spot the gaps.

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Short answer

A small optometry or physiotherapy clinic should keep an inventory of every device, use separate accounts with multi-factor sign-in, encrypt laptops, separate guest and payment networks from clinic computers, back up nightly to an encrypted off-site copy with tested restores, keep Windows and device software updated, and train staff on phishing.

Devices and inventory

  • A list of every computer, laptop, tablet, printer and imaging device, with warranty dates
  • Windows versions checked, with replacements planned before end of support
  • Laptops and tablets encrypted and set to lock automatically
  • A spare or second check-in workstation for the front desk

Optometry: imaging and diagnostic equipment

  • Know which workstation each retinal camera, OCT or field analyser sends images to
  • Ask the device vendor before applying major Windows updates to those workstations
  • Imaging workstations wired, not on Wi-Fi
  • Image folders included in the backup

Physiotherapy: mobile devices and treatment rooms

  • Each practitioner signs in with their own account, never a shared login
  • Screens lock when a laptop is left in a treatment room
  • Exercise videos and home-program tools reached through approved apps, not personal accounts
  • Lost or stolen devices can be locked or wiped remotely

Network and Wi-Fi

  • A business-grade firewall instead of the ISP modem alone
  • Separate networks for clinic computers, guests and payment terminals
  • Wi-Fi coverage checked in every room that uses a laptop or tablet

Accounts, email and security

  • Multi-factor sign-in on email and remote access
  • Access removed the same day a staff member leaves
  • Short phishing training for everyone who uses email
  • Updates and endpoint protection on every computer

Backups

Nightly, encrypted, off-site and restore-tested. See our PHIPA backup guide for the details and the questions to ask your provider.

IT Checklist for Optometry & Physio: frequently asked questions

Does an optometry clinic need different IT than a physician office?

The basics are the same, but imaging equipment, retail payments and frame inventory add devices and networks that need planning.

Should physiotherapists share one login?

No. Separate accounts protect patient privacy and make it clear who accessed which records.

Should the eyewear store's card terminal share our Wi-Fi?

No. Put payment terminals on their own network segment, separate from clinic computers and guest Wi-Fi.

How often should we review this checklist?

Once a year, and whenever you add rooms, practitioners or new equipment.

Can you go through this checklist with us?

Yes. Our free IT assessment covers these points and ends with a plain-language list of priorities.

Is this legal or regulatory advice?

No. It is practical IT guidance. Check your regulatory college and privacy advisor for your obligations.

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