What to change
Treat this as organisational access recovery, not a reason to create a replacement profile. Inventory any current authorised users and determine whether an organisation-controlled account already has sufficient rights. If recovery is required, follow the platform's current process using approved evidence. The handover should leave the practice able to manage the existing record without borrowing a former employee's identity or relying on a supplier's personal account.
A worked example
Illustrative example
Illustrative test: The nominated practice administrator demonstrates the appropriate access in their own authorised session.
How to check the result
The organisation can maintain its existing record and knows the recovery owner.
A mistake to avoid
Sharing the former worker's password does not establish a sound handover.
Your action checklist
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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