How to use this checklist

Print the checklist and open the practice website on a second screen or device beside it, so you can check what a page actually shows. The review works page by page: home page, about page, staff page, fees page, and any page carrying a form, checked in turn against the registers, schedules and policies the practice already holds.

Each section further down this page covers one part of the site: registration and identity details, the staff page, fees and price information, complaints and contact details, policies and documents, and forms and data. A short section at the end records the date, who did the review, and what was changed, so the next person to run it knows where the last one stopped.

Working through it with someone else

The checklist is written so a partner, a colleague or an admin lead can pick it up and complete it without the rest of this page explained to them first. Nothing on it assumes they already know which regulator governs which part of the site or what that regulator currently expects: each section names the body and states what to check on the page in front of them.

What the review does not cover

This checklist checks the website against records the practice already holds: the current fee schedule, the staff register, the policy folder. It does not assess whether those underlying records themselves meet the requirements of a regulator, and nothing on this page is legal, regulatory or clinical advice. Where a check raises a question about whether the practice is compliant, rather than about what the website currently shows, that question belongs with the relevant professional body or a qualified adviser, not with this page.

Registration and identity details to check

This is the check most reviews skip, because the home page and about page rarely change once they are written, so nobody thinks to look again.

  • Practice name matches across the site and the register

    The name on the home page and about page should read the same as the name held by the relevant regulator, including any trading name.

  • Registration numbers are checked against the register

    A number can be correct on the day it is published and wrong a year later if a registration has lapsed, changed or been renewed under a different reference.

  • Every registration number shown belongs to someone still working at the practice

    A number left on the page after someone leaves points a visitor to a person who is no longer there.

  • Regulatory statements on the about page reflect current wording

    Bodies update the phrasing they expect from time to time, so a statement copied from an old template can fall out of step with what is now required.

  • The about page is checked against the live register entry

    A certificate can be out of date even where the paperwork looks current, because the register is what a patient or client would actually consult.

This check covers what appears on the page. It does not confirm the underlying registration itself, which is a matter for the relevant regulator's own register.

Staff page review

Each clinician listed on the site should match what the relevant public register shows for them.

  • Every name on the page is currently employed at the practice

    A clinician who has left should not still appear, even in a team photo caption or a page footer.

  • Every job title matches the role the person actually holds

    A title that has changed, such as a move from associate to partner, should be reflected on the page.

  • Every registration number is checked against the public register

    The number itself does not change, but the entry it points to can, so the check is against the register, not against memory.

  • Every description of qualifications or scope of practice matches what the register shows

    A description that lists a qualification the register does not show for that person is worth correcting before a patient or client relies on it.

  • Anyone newly registered or newly joined is listed with a current registration number

    A new clinician sometimes appears on the page before their registration number is added, or with a placeholder that was never replaced.

  • Anyone who has left is removed from every page that names them

    The same name can sit on a bio page, a blog post byline or a testimonial long after the team page is updated.

This section applies to any page listing clinicians or staff by name, whichever regulator issues their registration.

Fees and price information

A price list keeps working long after the figures on it have changed, which is why it is one of the easiest pages to leave out of date. This check compares what the site shows against what the practice charges now.

  • Every published fee against the current schedule

    Compare each price shown on the site with the schedule the practice holds now.

  • The date shown next to the fees

    Confirm the date printed beside the price list is the date it was last reviewed.

  • Fees mentioned in service pages, FAQs or blog posts

    A price quoted outside the main list is easy to leave unchanged when only that list gets updated.

  • Wording around variable or starting fees

    Where a fee is shown as a starting price or a range, check the wording still matches how the practice now charges.

  • Fees referenced in downloadable documents

    A brochure or information sheet linked from the site can carry a price that was correct when it was written but not since.

This check confirms the published figures match the practice's own schedule; it does not assess whether a fee itself meets any transparency requirement set by a regulator.

Complaints and contact information

  • Complaints procedure is published and current

    Check that the steps a patient or client follows to raise a complaint match what the practice actually does, and that any named stages or timeframes have not changed.

  • Regulator contact details are correct

    Check the address, phone number or web link given for the relevant regulator against that regulator's own current contact page.

  • Ombudsman or escalation details are current

    Where the site names an ombudsman or other body a complaint can be escalated to, check the name and contact details are still correct, since these bodies occasionally change their own contact routes.

  • Internal contact for complaints is correct

    Check that any named person, role or email address the site gives for complaints still reflects who handles them at the practice.

This check covers what appears on the website. It does not assess how complaints are handled once received.

Policies and documents check

Practice websites often publish a policy as a static file, which means it can fall out of step with the version the practice actually works to.

  • Privacy policy matches the version in the practice folder

    Check the published date against the version held internally.

  • Complaints policy matches the version in the practice folder

    A complaints policy that has been updated internally but not on the site leaves the old procedure live for anyone reading it.

  • Every published policy carries a review date

    A policy with no date gives a reader no way to tell whether it has been looked at recently.

  • Linked policy documents open and display correctly

    A document that fails to open reads to a visitor as a missing policy, whatever the folder holds.

  • Policy wording matches across every page it appears on

    Where a summary appears on one page and the full policy on another, check the two say the same thing.

Where a policy exists only in paper form, note that on the checklist.

Forms and data checks

A form collects something from the person filling it in, so it carries its own set of checks alongside the page it sits on.

  • Every form states what the data is for

    Each contact, booking or enquiry form says what the information will be used for and, where relevant, how long it will be kept, in line with Information Commissioner's Office (ICO) guidance.

  • The privacy policy link on each form works

    Follow the link from every form to the privacy policy itself.

  • The linked privacy policy is the current version

    Check the version linked from the form matches the version held in the practice's own records.

  • Any consent wording matches what actually happens

    Where a form asks for consent to be contacted or added to a mailing list, check the wording describes what the practice actually does with that consent.

  • Forms that collect health or sensitive information are checked separately

    Where a form asks for anything beyond name and contact details, check the privacy information covers that category specifically.

This list covers what should appear on and near a form. It does not assess whether the practice's data handling itself meets Information Commissioner's Office (ICO) requirements: that sits with the practice's own data protection arrangements.

Recording the review

A finished review is only useful to the next person who opens the checklist if they can see what happened last time. Keeping a short record at the end of each pass means the next review starts from where this one stopped.

What to note

  • Date completed: the day the checklist was worked through.
  • Who did it: the name of the person who checked the site against the registers, so a query can go straight to them.
  • What was changed: each correction made, page by page. A registration number updated on the staff page, a fee brought back in line with the schedule, a policy date refreshed.
  • What was already correct: worth a line too, so the next reviewer knows that section was checked and passed.

This does not need to be a long document. A dated line for each section of the checklist, with a note against anything that was wrong and what it was changed to, is enough for a partner or a locum manager to pick up the following year without needing the story explained to them again.

Why the record matters more than the fix

A single correction, on its own, tells you the site was wrong once. A record kept over several reviews tells you which pages tend to drift, such as the staff page after a clinician leaves, or the fees page after a price list is reissued. That pattern is what makes the next review faster, because it points straight at the sections most likely to need attention.