Lead capture and healthcare data handling
Evidence required: Inventory every appointment, contact, intake, chat, upload, and tracking flow that can receive patient information. Record the form vendor, hosting environment, transmission method, storage destination, access roles, retention practice, and any applicable contractual documentation.
Pass condition: The practice's responsible privacy, security, legal, or compliance reviewers have confirmed that the implemented data flow matches the practice's obligations and documented configuration.
Fail condition: The marketing team cannot explain where submitted information goes, who can access it, or which controls apply, or the deployed form differs from the reviewed configuration. Severity: Critical when sensitive patient information may be exposed or handled outside the reviewed process.
Owner: Practice privacy or security lead with the web owner and vendor administrator. Corrective action: Stop treating a generic scanner badge as proof of compliance. Document the real data path, remove unnecessary collection, secure the implementation, and obtain the review appropriate to the practice and jurisdiction.
Validation step: Submit test data that contains no real patient information, confirm the expected transmission and storage behavior, review access permissions, and retain reviewer sign-off.
Medical entity structured data
Evidence required: Export the structured data rendered on surgeon, practice, and location pages and compare every property with visible page content and the vocabulary used.
Pass condition: Markup is syntactically valid, describes the entity actually shown on the page, and does not add unsupported credentials, ratings, services, or other claims. Fail condition: Markup contains values that are absent from the page, uses an inapplicable type, conflicts with visible information, or is added solely in expectation of a special search feature.
Severity: High when the mismatch creates incorrect entity information; otherwise Medium for implementation defects. Owner: Technical SEO or developer, with clinical or practice review for factual fields.
Corrective action: Remove unsupported properties, align the entity type and properties with the actual surgeon or practice page, and document where factual values came from. Validation step: Re-test the rendered markup, inspect the page source, and compare the result with the visible practice information.
Structured data can improve machine readability, but this checklist does not treat it as a guaranteed ranking or rich-result mechanism.
Core Web Vitals and mobile delivery
Evidence required: Capture mobile field data where available, lab diagnostics for representative orthopedic page templates, and screenshots of the most important patient tasks on a phone-sized viewport.
Pass condition: The team has a measured baseline, the page is usable on mobile, and the largest performance problems have owners and reproducible test cases. Fail condition: Key pages are blocked by heavy media, unstable layout, delayed controls, or unmeasured performance regressions.
Severity: High when a defect interferes with appointment, call, directions, or clinical-information access; otherwise Medium. Owner: Developer or performance engineer. Corrective action: Compress and correctly size media, remove unnecessary scripts, improve caching and delivery, and simplify components that delay interaction.
Validation step: Re-run the same pages after deployment and compare like-for-like measurements. The prior source treated an LCP under 2.5 seconds as non-negotiable for 2026; use current measured data and applicable guidance rather than treating that sentence as a universal compliance threshold.
Internal links to orthopedic service content
Evidence required: Crawl the site and export broken links, redirect chains, orphaned pages, and internal links pointing to obsolete procedure or surgeon URLs.
Pass condition: Important condition, procedure, surgeon, and genuine location pages are reachable through relevant internal links and critical links resolve directly to the intended live destination.
Fail condition: Users or crawlers encounter broken destinations, unrelated anchors, orphaned clinical pages, or repeated redirects on key navigation paths. Severity: High for broken paths to patient-critical pages; Medium for weaker contextual linking.
Owner: SEO lead with the CMS editor or developer. Corrective action: Repair broken destinations, update anchors to describe the linked page accurately, remove obsolete references, and add contextual links only where they help the reader. Validation step: Re-crawl the affected templates and manually test representative links on mobile and desktop.