Healthcare Employee Offboarding Form

Healthcare Employee Offboarding Made Simple and Secure

When a healthcare employee leaves your organization, proper offboarding is critical—not just for operational continuity, but for maintaining HIPAA compliance, protecting patient data, and ensuring a smooth transition of care responsibilities. This Healthcare Employee Offboarding Form provides a structured, auditable process to handle every aspect of employee exits, from credential surrender to access termination.

Whether you're managing departures in hospitals, private practices, clinics, dental offices, or specialty healthcare facilities, this template ensures nothing falls through the cracks during what can be a stressful transition period.

Designed for Healthcare Compliance and Operations

This form covers the essential components of healthcare employee offboarding:

• Employee information capture including role, department, and departure details
• HIPAA compliance verification ensuring all privacy obligations are reviewed and acknowledged
• Patient record transfer protocols documenting handoff procedures and patient care continuity
• Credential and access surrender tracking physical badges, keys, devices, and system access
• Equipment return verification for medical devices, laptops, phones, and other property
• Exit interview insights to improve retention and workplace culture

By digitizing your offboarding process with Paperform, you create a clear paper trail that protects your organization while ensuring departing employees understand their ongoing obligations around patient confidentiality and data security.

Automate Workflows with Stepper

Connect this form to Stepper to automatically trigger your offboarding workflow as soon as a resignation is submitted. Route notifications to IT to disable system access, alert HR to schedule the exit interview, notify department managers about coverage needs, and create tasks for credential collection—all without manual coordination. Stepper keeps every stakeholder informed and ensures compliance steps happen on schedule.

Who This Template Helps

This template is ideal for:

• Healthcare administrators managing staff transitions across clinical and administrative roles
• HR professionals in hospitals, medical groups, and healthcare systems ating proper documentation and compliance
• Practice managers in private medical, dental, and specialty practices
• Medical office managers responsible for credential tracking and access control
• Compliance officers ensuring HIPAA obligations are met during employee exits

Built for Professional Healthcare Organizations

Paperform provides the security and compliance features healthcare organizations need, including SOC 2 Type II certification, data encryption, and robust access controls. While Paperform is not HIPAA compliant itself, this template helps you document and enforce HIPAA-related procedures during offboarding to support your broader compliance program.

Create a seamless, professional offboarding experience that protects your patients, your organization, and your departing employees with this ready-to-use template.