Utah MGMA 2026 Fall Leadership Conference –

Medical Practice Vendor Safeguard Kit

Practical tools for asking better vendor security questions. Use these resources when a vendor handles patient information, connects to systems your practice depends on, or could affect patient care and operations if something goes wrong.

Resources

Everything from our booth, plus the editable files. Nothing here requires a signup or sends vendor responses to Intuitive IT.

PDF · DOCX

Vendor Cybersecurity & HIPAA Due-Diligence Questionnaire

Send this 12-question form to a vendor before onboarding, renewal, or a major change in the service. The fillable PDF is the simplest option for most vendors. Use the Word version when your practice needs to customize the form first.

Word version password: UMGMA2026 You do not need it to fill the form in — the answer fields are open either way. The rest of the document is locked so the questions cannot be changed by accident while a vendor is completing it. Use the password if your practice wants to add its own branding or reword anything first.

Version 2.3 · August 2026

PDF

BAA Essentials Reference

A plain-language reference for the main topics to look for when reviewing a Business Associate Agreement (BAA), plus other contract terms that may matter based on the service and risk.

Version 2.3 · August 2026 · 2 pages

PDF

Medical Practice Vendor Safeguard Kit

The full printed guide from our booth. Walks through all 12 questions with what a strong answer looks like, where to dig deeper, and the red flags worth resolving before you move forward.

Version 2.3 · August 2026 · 16 pages

No signup required. These resources are designed for practices to use directly with their vendors. Vendor responses stay between the practice and the vendor unless the practice chooses to share them.

Questions?

If something here needs explaining, our team is happy to help — no obligation and nothing to sign up for.