Before you make a change
Know what you’re paying for. Know what happens if you leave.
A better website should make running your practice easier. These guides explain the account, booking, form, and email questions to settle before your next move.
Practice websites, forms & email
Keep the systems that work. Find the hidden dependencies before changing the ones that do not.
Replace your SimplePractice website, keep your client portal
Outgrown the website, but happy with SimplePractice? Keep your portal and records while building clearer service pages and a better path for new clients.
Read Guide · Website · TherapySitesLeaving TherapySites? Check your domain, content, and email first
Before canceling TherapySites, find out what you can take with you, what needs rebuilding, and how to keep patients reaching your practice.
Read Guide · Website · WordPressReplace your WordPress practice website without changing booking
Small website changes should not become a project. Find out when a WordPress rebuild makes sense and how to keep your booking system and useful pages.
Read Guide · Forms · Patient informationWhere do your website’s patient form submissions actually go?
An email arrives at the front desk. Where else were the patient’s answers saved, and who can read them? Here is how to find out and simplify the setup.
Read Guide · Website · Patient informationDoes your practice website need HIPAA hosting?
Before paying for a hosting upgrade, find out what it needs to cover. Your website, forms, email, and booking service may handle different information.
Read Guide · Website · NexHealthRedesign your website and keep NexHealth booking
Your booking system works, but patients struggle to reach the right appointment options. Improve the website without replacing NexHealth.
Read Guide · Forms · WordPress to FormDrMove patient intake from WordPress to FormDr
Keep your WordPress website while moving intake into FormDr. Plan the questions, staff workflow, and old submissions before replacing the form.
Read Guide · Forms · FormDr and Google WorkspaceFormDr vs Google Forms for patient intake: will switching save you work?
Already paying for Workspace? Compare patient sign-in, staff follow-up, signatures, and record handling before replacing FormDr with Google Forms.
Read Guide · Forms · Leaving NexHealthLeaving NexHealth: what to replace before you cancel
A new booking tool may not replace reminders, forms, and record connections. Use this NexHealth exit checklist to find the gaps before closing your account.
Read Guide · Email · Google WorkspaceGoogle Workspace for practice email: the BAA and access checks
A professional email address does not tell you who can read the inbox. Check your Workspace agreement, staff access, forwarding, and account ownership.
Read Guide · Email · GoDaddy to Google WorkspaceMove GoDaddy email to Google Workspace and keep your address
Want Gmail for the practice? Identify your GoDaddy mailbox product, plan old mail and shared resources, and switch delivery without changing your address.
Read Guide · Tracking · Google AnalyticsGoogle Analytics on a healthcare website: risks, checks, and alternatives
Find out what your practice website sends to tracking tools, what to check under HIPAA, and how to assess cookieless analytics without overclaiming safety.
Read ServiceHealthcare website migration
Get help with the website, forms, email, and account changes your practice needs.
ReadWebsite ownership & leaving your provider
Know what you control, what you can take with you, and what to check before canceling.
Leaving Wix or Squarespace? Keep your domain and plan the rebuild
Your website, domain, and email are different subscriptions. Know what can move, what must be rebuilt, and what to keep active before canceling.
Read Guide · Website · Domain ownershipWho owns your practice’s domain—and can you access it?
Your practice name is on the website. Check whose account controls the domain, renewal, and recovery before you need an urgent change.
ReadFree tools & help
Get a plan for your own setup.