HEALTHCARE PATIENT PORTAL ACCESS CHECKLIST: SECURITY & USABILITY

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--- PATIENT IDENTITY VERIFICATION ---
[ ] Patient First Name
[ ] Patient Last Name
[ ] Date of Birth (Year)
[ ] Date of Birth (Month)
[ ] Date of Birth (Day)
[ ] Gender (Male, Female, Other, Prefer not to say)
[ ] Photo ID (e.g., Driver's License)
[ ] Verification Method (In-person verification, Remote video verification, Knowledge-based authentication)

--- AUTHENTICATION METHODS ---
[ ] Primary Authentication Method (Username/Password, Multi-Factor Authentication (MFA), Biometric Authentication)
[ ] MFA Type (if applicable) (SMS OTP, Authenticator App, Email OTP, Hardware Token)
[ ] Minimum Password Length
[ ] Password Complexity Requirements (Uppercase Letter, Lowercase Letter, Number, Special Character)
[ ] Last Password Policy Review Date
[ ] Password Reset Procedure Documentation Link

--- ACCESS CONTROL PERMISSIONS ---
[ ] Patient Role Assignment (Patient, Caregiver, Authorized Representative)
[ ] Allowed Data Access (Appointment Scheduling, Lab Results, Medication List, Medical Records, Billing Information)
[ ] Appointment Scheduling Permissions (View Only, Request Changes, Full Scheduling Access)
[ ] Maximum Number of Caregivers
[ ] Record Sharing Scope (Patient Only, Caregiver, Authorized Representative)

--- DATA ENCRYPTION & SECURITY ---
[ ] Encryption Method Used (e.g., TLS 1.3, AES-256) (TLS 1.2, TLS 1.3, AES-256, Other (Specify in Long Text))
[ ] Encryption Key Rotation Frequency (days)
[ ] Data Encryption at Rest? (Yes, No, Partial (Specify in Long Text))
[ ] Description of Encryption Protocol Implementation
[ ] Certificate Validation Status (Valid, Expired, Revoked)
[ ] Last Encryption Audit Date

--- PORTAL USABILITY & ACCESSIBILITY ---
[ ] Navigation Clarity (Very Clear, Clear, Somewhat Clear, Unclear)
[ ] Font Size Appropriateness (Excellent, Good, Needs Adjustment, Unreadable)
[ ] Average Page Load Time (seconds)
[ ] Accessibility Features Used (Select all that apply) (Screen Reader Compatibility, Keyboard Navigation, Alternative Text for Images, Color Contrast Options)
[ ] Overall Ease of Use (Extremely Easy, Easy, Neutral, Difficult, Very Difficult)

--- PATIENT PRIVACY & CONSENT ---
[ ] Has the patient received a copy of the Privacy Notice? (Yes, No, N/A)
[ ] Brief summary of Privacy Notice explanation provided to patient.
[ ] Does the patient understand how their data will be shared? (Yes, No, Unsure)
[ ] Patient Signature (acknowledging Privacy Notice and consent)
[ ] Date of Consent/Acknowledgement
[ ] Which data sharing categories has the patient consented to? (Treatment Communication, Payment Processing, Research (optional), Care Coordination)

--- AUDIT LOGGING & MONITORING ---
[ ] Number of Audit Log Entries Reviewed
[ ] Summary of Log Review Findings
[ ] Severity of Identified Issues (if any) (None, Low, Medium, High)
[ ] Date of Last Log Review
[ ] Time of Last Log Review
[ ] Audit Log Events Monitored (Login Attempts, Data Access, Record Updates, Password Changes, Portal Configuration Changes)
[ ] Number of Alerts Generated in Last Period

--- DEVICE SECURITY & COMPLIANCE ---
[ ] Device Operating System (Windows, macOS, Android, iOS, Other)
[ ] Device Encryption Status (0 = Not Encrypted, 1 = Encrypted)
[ ] Security Software Installed (Antivirus, Firewall, Mobile Device Management (MDM), Endpoint Detection and Response (EDR))
[ ] Device Compliance Status (Compliant, Non-Compliant, Pending Review)
[ ] Last Security Scan Date
[ ] Notes / Comments on Device Security

--- TRAINING & DOCUMENTATION ---
[ ] Last Training Completion Date
[ ] Training Module Covered (Portal Security Awareness, Patient Privacy & HIPAA, Usability & Navigation, New Feature Updates)
[ ] Number of Staff Trained
[ ] Summary of Training Content
[ ] Attach Training Certificates/Records
[ ] Trainer Qualification (Certified Healthcare Professional, Designated Security Officer, External Training Provider)

--- REGULAR SECURITY ASSESSMENTS ---
[ ] Last Vulnerability Scan Date
[ ] Vulnerability Scan Score (e.g., CVSS)
[ ] Scanning Tool Used (Nessus, Qualys, Rapid7, Other)
[ ] Scan Report (PDF/CSV)
[ ] Next Penetration Test Scheduled
[ ] Summary of Findings and Remediation Plan

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