1. 01

    Verify what is changing

    Document the approved practice name, current owner or doctor identity, public timing, and actual location details. Identify which facts continue and which need replacement. Record the source of the approved transition information.

  2. 02

    Map the public destinations

    Inventory the live website, forwarding domains, important URLs, contact routes, and authorized profiles. Check actual redirects rather than relying on a saved domain list. A forwarding address and the live website have different maintenance roles.

  3. 03

    Explain continuity accurately

    Have the practice approve what patients should understand about the transition. Describe current facts plainly. Avoid implying that the former owner endorses every new statement or that all services remain identical without verification.

  4. 04

    Verify the handover

    Check public pages, key links, and inquiry destinations after approved changes. Preserve a before-and-after record. Unresolved access or conflicting information belongs on the work list until its correction can be verified.

A planning exercise, not a client result

Put the idea to work

Planning exercise: a renamed practice has a new homepage but an older domain still sends visitors to an outdated contact page. Map and correct the approved destination, then check the route publicly. A new logo alone does not complete the transition.

What to watch for

  • A proposed name treated as approved
  • Confusing forwarding domains with the live website
  • Unsupported continuity or endorsement claims

Make the next review concrete.

Use the worksheet to record your observations, the evidence behind them, and the decision you want to make. Keep unresolved assumptions visible until they are checked.

Open this site’s worksheet →