Keep the pilot form for practice buyers

The operational decision

Collect business setup inquiries without inviting patient information into a sales form. The website should let a visitor find public office information without starting an intake conversation. Build each page around a concrete visitor task and keep the route to the practice visible.

Prepare the workflow

Label the form for practice representatives, request business contact details only and remove medical free-text prompts.

Example wording for approval

“Practice teams: tell us about public information calls you want covered. Do not enter patient names, health information, appointment details or insurance records.”

Worked example

A fictional practice buyer asks about office-hours coverage, while a patient reaches the same page expecting appointment help. The form should identify itself as a business setup inquiry before its first field. Keep business name and representative email, remove patient identifiers, and label any message box for operational questions only. Review the success screen too: it should acknowledge a business inquiry, not tell a patient that their care request has entered the practice's queue.

Handoff record

Record these task-specific fields: business field list, warning placement, submission owner, editor.

Acceptance check

Try to describe a patient's problem in a fictional test. The form instructions should make clear that this is the wrong channel.

Related guides