The Clinic Marketing Checklist
Twelve checks that decide whether a patient finds, trusts and chooses your practice.
- Be found: profile, listings, speed
- Be trusted: reviews, credentials, privacy
- Be chosen: booking and tracking
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Compliance Checklist: US, UK and Canada
A pre-publication checklist for claims, privacy, messaging and websites, with key areas to check in each market.
- Claims, reviews and before and after images
- Privacy, tracking tools and consent
- Key laws and rules to check in the US, UK and Canada
Patient Journey Template
A fill-in worksheet that maps seven stages from first symptom to returning patient, and shows where people drop out.
- Seven stages with prompts and owners
- Score each stage and pick your top three fixes
- Monthly numbers to track
Checklist for Dental and Orthodontic Practices
Fifteen checks for local visibility, trust and booking, written for dentists and orthodontists.
- Service and location pages, emergency care, insurance
- Reviews, photos and consent
- Booking, recall and same-day replies
Checklist for Dermatology and Aesthetic Practices
Keep medical and cosmetic care clear, trusted and within advertising rules.
- Separate medical and cosmetic pathways
- Consultation process and honest expectations
- Photo, influencer and prescription-treatment watch-outs
Checklist for Surgeons, Orthopedic and Cardiology
For referral-led practices where patients compare experience before they ask for a consultation.
- Procedure, condition and surgeon profile pages
- Referral page for primary care doctors
- Outcome-claim and referral-incentive cautions
Checklist for Eye Care and Ophthalmology Practices
From routine exams to elective surgery, including accessibility for patients who may struggle to read small text.
- Exam, cataract, glaucoma and refractive pages
- Readable, accessible website basics
- Elective-surgery advertising cautions
Checklist for Fertility and Women’s Health Practices
Warm, discreet marketing for people who are often anxious and private.
- Service pages and early-question guides
- Honest success-rate and cost information
- Discreet enquiry and gentle follow-up
Checklist for Mental Health and Neurology Practices
A calm, clear and private first experience for people who take time to reach out.
- Crisis information, telehealth and licensing clarity
- Privacy and discreet reminders
- Tracking and advertising cautions for sensitive pages
Checklist for Multi-Location Clinics and Groups
Stay consistent across every site while still feeling local to the patients each location serves.
- Location pages and listings that stay accurate
- Review ownership and reporting per location
- Rules that differ across states, provinces and countries
These documents are general information for healthcare teams in the United States, United Kingdom and Canada. They are not legal, medical or compliance advice.
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