Bring the current website addresses, the clinic’s approved service descriptions, clinician profiles and any appointment tool already in use. Reception should describe the questions they can answer and the information they need for that first response. It is useful to compare a new enquiry, a returning visitor asking about an arrangement and someone who cannot use the form. Those journeys may share a page while needing different instructions.
Agree the handling of photos and profile changes before uploading them. A picture should have a documented publishing permission, a suitable description where it conveys information and a clear reason to appear on the page. The clinic should also nominate the person who can confirm changes to address, opening information or visiting schedules. A website that was accurate at launch still needs an owner when those details change.
During review, follow a service page through to the contact step using a phone-sized layout and a keyboard. Check the wording of the acknowledgement as carefully as the input fields. Record any dependency on existing scheduling software separately from the website work, including the access required to inspect it. The final scope can then describe what will be built, what reception will operate and what needs approval from the practice before release.