Skip to main content
Access to client information ends when employment ends. Same day, not next week. This is the single most important control in offboarding, and it’s the one that gets forgotten until someone leaves with live access to client records.

​
On your last day

The practice manager and Zack run the offboarding checklist. It includes:
  • Google Workspace account disabled, and the work profile on any personal device remotely wiped.
  • PracticeOS user account deactivated. Your records stay; your login doesn’t.
  • Care portal, telehealth platform, Stedi, and any other system access removed.
  • Shared credentials you had access to are rotated.
  • Keys, fobs, and access codes returned or deactivated.
  • Practice equipment returned. See Return of property and client transition.
  • Email set to an auto-reply directing senders to the practice, then archived by the practice.

​
What you keep

  • Your own pay and tax records in Gusto
  • Copies of documents you signed, on request
  • For CSWs, your supervision records and hour logs for your license application, provided by your supervisor

​
What you don’t keep

  • Any client information, in any form. See What survives employment.
  • Practice templates, materials, systems configurations, or documents
  • Your practice email or its contents

​
Before your last day

To make this smooth:
  • Forward nothing to a personal account. If you need a copy of something you’re entitled to, ask the practice manager.
  • Make sure every note is complete. You can’t finish them after your access ends.
  • Sign out of practice apps on personal devices and let Zack confirm the wipe.
  • Return equipment and keys.

​
Involuntary separation

If the practice ends your employment, access is revoked at the time you’re told, before you leave the meeting where possible. This isn’t personal; it’s the same for everyone and it’s the standard the Security Rule expects.

​
Confirming it’s done

The practice manager records the completion of each offboarding step, with dates. That record is retained.