Offshore Privacy and Procedure Checklist

Protect your clients and your business with a Privacy Policy and Procedures Template designed specifically for allied health providers who use offshore admin or virtual assistant teams.

This editable resource helps you meet Australian Privacy Principles (APP) obligations while ensuring transparency around how client data is accessed, stored, and protected. Whether you're just getting started with outsourcing or refining your compliance processes, this tool keeps you audit-ready and client-trust strong.

🛡 Includes guidance on:

• Client disclosure and consent wording

• Where and how to insert offshore access clauses in intake forms

• Privacy training recommendations for offshore staff

• Data breach response protocols

• Tiered compliance levels (Entry to Advanced)

• Secure system practices: cloud-only, 2FA, no downloads

📁 Built for clinics that:

• Use cloud platforms like Splose, Zoho, Google Workspace, or Xero

• Delegate admin, finance, or marketing tasks to offshore teams

• Need clear, professional documentation that supports client trust and regulatory compliance

This template reflects best-practice standards used by teams at Succeed Healthcare Solutions and Succeed Practice Management — leading the way in ethical, systemised outsourcing for Australian allied health practices.