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Practical guides for the services we run for you, plus a direct line to a real person when a guide isn’t enough. Search below, or browse by topic.
No guide matches that. Ask us directly — we’ll answer, and usually write the guide.
Email & Domains
7 guidesGetting mail working, keeping it out of spam, and understanding the DNS underneath it all.
Send mail as your domain in Gmail
Reply and send from your @yourdomain address inside Gmail. Click-by-click SMTP setup, plus troubleshooting.
Read guideUnderstanding your DNS: records and nameservers
What A, CNAME, MX and TXT records do, what nameservers are, and how to make common changes safely.
Read guideSet up your email on iPhone, Android and Outlook
IMAP and SMTP settings for iPhone, Android and Outlook, and what to do when a device refuses to connect.
Read guideSPF, DKIM and DMARC explained
The three DNS records that decide whether your email is trusted - what each does and how to set them safely.
Read guideYour email is going to spam: a diagnostic walkthrough
Work out why your messages are being filtered - in order, from the cheapest check to the most involved.
Read guideTransferring a domain to a new registrar
Move your domain between registrars safely - what to do before you start, and the one step that breaks email.
Read guideSpotting phishing and spoofed email at the front desk
A practical guide for reception and billing staff: the patterns that give a fake away, and what to do about one.
Read guideWebsites & Hosting
7 guidesHow your site is built, hosted and updated - and what to do when something looks wrong.
How your website is hosted
Static-first hosting on a global CDN - why it is fast and secure, and how updates go live.
Read guideMigrating a WordPress site to a new server
Move a WordPress site to new hosting with near-zero downtime - back up, copy, test privately, then cut over DNS.
Read guideRequesting a website change
What to send us so your change goes live correctly the first time, and how quickly to expect it.
Read guideAdding or updating staff bios and photos
Photo sizes and formats that actually look right, what to write in a bio, and the consent step people forget.
Read guideSSL certificates and the padlock
What the padlock does and does not promise your patients, and what to do when a browser warns about your site.
Read guideWhat happens when your site goes down
How we detect and handle an outage, what you should check first, and what to tell patients meanwhile.
Read guideWebsite accessibility for medical practices
What WCAG and the ADA mean for a practice website, the issues that actually matter, and how to stay clear.
Read guideSecurity & Compliance
5 guidesProtecting patient data and your practice: HIPAA, backups, ransomware, passwords and BAAs.
HIPAA and your website: what can and cannot go on a form
Where the line sits between a harmless contact form and one that creates a HIPAA problem for you.
Read guideBackups and recovery: what we keep and how to restore
What is backed up, how long it is kept, how fast a restore is, and how to verify any of that is true.
Read guideRansomware readiness checklist for a clinic
The controls that actually stop a clinic-sized ransomware event, and what to do in the first hour of one.
Read guidePassword managers and MFA for practice staff
How to roll out a password manager and multi-factor authentication without a staff revolt.
Read guideBusiness Associate Agreements: who needs one and why
Which of your vendors need a BAA, which genuinely do not, and what happens if one is missing.
Read guideEHR & Interoperability
3 guidesMoving records between systems, the standards involved, and your obligations to patients.
Preparing for an EHR migration
The data, decisions and access you will be asked for - gathered before the project starts, not during it.
Read guideHL7 v2 vs FHIR in plain English
What the two main healthcare data standards are, how they differ, and which one your project needs.
Read guideFulfilling a patient Right of Access request
What patients are entitled to, the deadline, what you may charge, and the mistakes that draw penalties.
Read guidePractice IT
2 guidesThe day-to-day technology of running a practice - accounts, devices and your presence online.
Onboarding and offboarding a staff member: the IT checklist
Every account, device and key to create on day one - and to revoke on the last day, in the right order.
Read guideGoogle Business Profile for a medical practice
The free listing that decides whether local patients find you - how to claim it and what to keep current.
Read guideCan’t find what you need?
Email us and a real person will help — no ticket queues, no phone trees. If a guide is missing, we’ll usually write it.