findmydoc guides

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How to Use These Guides ​

Goal ​

Use this page before you follow a findmydoc guide for the first time. The guides help internal staff complete CMS and website tasks in a consistent way. They show what to do, what to check, and when to stop before a change becomes public or affects sensitive data.

Guardrail Reference ​

Use the Notion page Content-/Claim-Guardrails as the shared reference for claim and compliance-sensitive wording in these guides.

  • Stop: Do not save or publish wording or UI states that include guaranteed results, best clinic, top doctor, risk-free, safest, before/after images, medical recommendations, symptom-based recommendations, fake trust badges, or hidden rankings.
  • Confirm: Use verified, trusted, certified, accredited, reviewed, approved, transparent pricing, quality, trust, pricing, or ranking claims only with documented proof, review date, responsible owner, and defined review process.
  • Safe: Neutral platform wording is okay when it describes structured clinic profiles, comparison, transparent information, direct contact, organizational support, or information according to clinic sources.

What These Guides Are For ​

  • Use them for internal findmydoc CMS and website workflows.
  • Follow the visible UI labels in the guide. If the screen uses a label like Publish changes, the guide uses the same label.
  • Treat screenshots as orientation. The text tells you what action to take.
  • Use the Success Check at the end before you close the task.

How to Read a Guide ​

Start with At a glance. It tells you who should use the guide, which access you need, and how much public or compliance impact the workflow has.

Then read Before You Start. It lists role, environment, and verification notes.

Follow Step-by-Step Guide in order. Do not skip a stop condition such as Do not continue if.

Use If something went wrong when a public page, approval, or saved record already has the wrong state.

Finish with Compliance Notes and Success Check.

Sensitive Steps ​

Compliance Notes and guardrail notes are short internal reminders. They are not legal advice and they are not marketing copy.

They matter when a step touches personal data, patient data, clinic data, account access, approvals, public publishing, cookie consent, analytics, deletion, or retention.

At sensitive steps, keep the action narrow:

  • Check only the data you need for the task.
  • Do not add passwords, full email threads, private notes, health details, or customer data.
  • Do not publish unapproved public wording, testimonials, legal text, pricing, or medical wording.
  • Use Stop, Confirm, and Safe notes as workflow instructions for the current step, not as general marketing advice.
  • If privacy, consent, analytics, retention, deletion, or ownership is unclear, stop and ask the responsible owner before saving or publishing.

When to Escalate ​

Stop and ask the content owner, platform owner, or privacy/legal owner when the guide asks for approval and you cannot confirm it.

Keep public content on the last approved version while you escalate. Do not delete, overwrite, or publish sensitive content only to hide a problem.