What this means for your practice
Record the settings to be changed, the intended result and the affected services. Agree checks and a route back to the previous arrangement, with an appropriately skilled owner reviewing the plan.
An example to discuss with your team
Walk through a fictional failed migration using the recorded prior values and confirm the team knows which records to restore and who can do so.


How to review the arrangement
Ask the supplier to explain the proposed change in business terms, identify affected services and record the relevant existing settings. Rehearse what happens if the move fails. Who can restore the prior arrangement, and how will the team check that the dependent services still work?
Agree the affected services before changing settings
Your supplier should identify the particular domain settings that need changing and explain which services depend on them. A website move may sit alongside email, booking addresses or verification arrangements managed by other providers. The practice's role is to confirm the services it relies on and the right contacts; a suitably skilled person should review and perform the technical work.
Ask for the relevant existing settings to be recorded, along with the intended changes and checks. Use a fictional failure to walk through the recovery decision: who can act, which prior arrangement is available and how the team knows it has been restored? Plan communication and timing around the effect on the practice. After the change, review all the affected services rather than only the homepage. Keep any inconsistent results visible while the supplier investigates, with a clear owner for confirming that the move has achieved the agreed outcome.
How to check the result
Track DNS changes completed with a reviewed record and successful post-change verification.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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