What This Article Covers
This guide walks you through every step of the website build review process in DigitalPatientChart — from accessing your preview link to submitting final approval. Whether you are a solo chiropractor, a physical therapy group, or a multi-provider rehabilitation practice, you will find a concrete checklist, role clarifications, and answers to the questions providers ask most before going live.
Before You Begin: Approval Roles and Access
Not every team member can submit the final approval. Understanding who has permission to approve a website build prevents delays.
- Account Owner (primary administrator): The only role with full approval authority. This is typically the practice owner or the person who set up the DigitalPatientChart account.
- Staff Members: Can view the preview and annotate revision requests, but cannot submit final approval.
- Office Managers: May be granted elevated permissions by the Account Owner. Contact DigitalPatientChart support to confirm your practice's permission configuration.
Before starting your review, confirm you are logged in as the Account Owner or that the Account Owner will be available to submit the final step.
Phase 1: Accessing Your Website Build Preview
To check your website preview before going live, follow these steps:
- Log in to your DigitalPatientChart account at app.digitalpatientchart.com.
- Navigate to Settings > Website Management in the left sidebar.
- Select Website Build from the submenu.
- Click View Preview. Your site will open in a staging environment — this is not your live site.
- Bookmark the preview URL or copy it to share with other reviewers at your practice.
{{screenshot: Website Management menu with "View Preview" button highlighted}}
Note: The preview link is only accessible to authenticated DigitalPatientChart users. It is not publicly indexed.
Phase 2: Reviewing Website Content and Design Before Launch
Use the checklist below to review website content and design systematically. Generic web walkthroughs skip most of these items — this checklist is built for chiropractic, physical therapy, and rehabilitation practices.
Practice Information
- Practice name spelled correctly and consistently on every page
- Street address, suite number, city, state, and ZIP are accurate — verify these match your Medximity profile to avoid inconsistencies across platforms
- Primary phone number is correct and clickable on mobile
- Business hours are accurate, including any holiday exceptions
Services and Specialties
- All treatment services are listed (e.g., spinal manipulation, manual therapy, corrective exercise, dry needling if applicable)
- No services are listed that your practice does not actively offer
- Condition pages (if included) accurately reflect what you treat
Provider Bios and Credentials
- Each provider's name, title (DC, PT, DPT, etc.), and credentials are correct
- Headshots are current and load properly
- Bio copy does not make outcome guarantees or diagnostic claims
Compliance and Legal Language
- ADA accessibility statement or link is present if your plan includes it
- Privacy Policy and Terms of Use links are functional
- No language promises specific treatment results or cures
Contact and Booking
- Contact form submits successfully (test it)
- Online booking button (if applicable) routes to the correct scheduler
- Email address is correct
{{screenshot: Sample pre-approval checklist view inside the Website Build review panel}}
Phase 3: Checking Mobile vs. Desktop Rendering
Most patients will find your site on a smartphone first. Reviewing the website on mobile and desktop before approval is one of the most commonly skipped steps — and one of the most important.
- Open your preview link in a desktop browser and confirm layout, fonts, and images display correctly.
- Open the same link on a smartphone (iOS and Android if possible).
- Check that navigation menus collapse into a mobile-friendly format.
- Confirm your phone number is tap-to-call enabled on mobile.
- Scroll through each page on mobile — look for text that overflows, images that do not resize, or buttons too small to tap.
- Test the contact or booking form on mobile from start to submission.
If anything looks broken on mobile, note it as a revision before approving.
Phase 4: Requesting Website Revisions Before Approval
Found something that needs to change? Here is how to request website revisions before approval is submitted.
- In Settings > Website Management > Website Build, click Request Revisions.
- Use the revision form to describe each change specifically — include the page name, the element to update, and the correct information. Vague requests slow turnaround.
- Attach screenshots if the issue is visual.
- Click Submit Revision Request.
- You will receive an email confirmation. The DigitalPatientChart build team will review and apply changes, then notify you when the updated preview is ready.
Changed Your Mind After Submitting a Revision?
If you submitted a revision request but want to withdraw or modify it before it is applied, contact DigitalPatientChart support as quickly as possible. Revision requests that have not yet entered the build queue can typically be updated. Once a revision is in progress, you will need to wait for the updated preview and submit a follow-up request if further changes are needed.
Phase 5: Submitting Final Approval
When the preview meets your standards across both desktop and mobile, here is how to approve your practice website in DigitalPatientChart.
- Log in as the Account Owner.
- Go to Settings > Website Management > Website Build.
- Click Review & Approve.
- Read the approval confirmation statement — it confirms you have reviewed content for accuracy.
- Check the acknowledgment box.
- Click Submit Approval.
{{screenshot: "Submit Approval" confirmation dialog with acknowledgment checkbox}}
What Happens After You Approve
Approval submission does not instantly make your website live. Here is what to expect:
- Approval is queue-based. After you submit, your build enters the go-live queue. Standard processing takes 1–3 business days, though this may vary based on current volume.
- You will receive an email notification when your site is published with your live URL.
- Until that confirmation arrives, your site remains in staging — it is not publicly accessible.
- Domain propagation, if a custom domain is part of your plan, may add up to 48 additional hours after publication.
If you have not received a go-live confirmation within 3 business days of approval, contact support.
What If Approval Is Delayed?
Approvals do not expire automatically, but builds that remain in review for an extended period (typically 30 days without any account activity) may be flagged for follow-up by the DigitalPatientChart team. You will be contacted before any changes are made to your build status.
Documenting Website Approval for Internal Records
For multi-provider practices with administrative oversight, keeping an approval record matters. Here is how to document website approval for internal records.
- After submitting approval, DigitalPatientChart sends a confirmation email to the Account Owner's address. Save or forward this email to your practice administrator or compliance file.
- In Settings > Website Management > Website Build, an approval timestamp and the approving user's name are recorded in the build history log. Take a screenshot of this log for your records.
- Note the date and approving party in any internal documentation system your practice uses.
This record is particularly useful for group practices where the approving owner and the day-to-day administrator are different people.
Frequently Asked Questions
How long does the website review and approval process take?
The review itself takes as long as your practice needs — there is no forced deadline on your side. After you submit approval, the go-live process typically takes 1–3 business days in the DigitalPatientChart queue.
Is my website live immediately after I submit approval?
No. Submission places your build in a go-live queue. You will receive a separate confirmation email when the site is publicly live.
Can I approve the website from my phone?
Yes. The DigitalPatientChart portal is mobile-responsive. Log in as the Account Owner from your mobile browser and follow the same approval steps above.
Can a staff member or office manager approve on my behalf?
Only the Account Owner can submit final approval by default. Staff members can assist with reviewing and annotating revision requests. Contact support if you need to discuss permission changes for your practice.
What if I notice an error after the site goes live?
Contact DigitalPatientChart support to request a post-launch update. Post-approval changes follow a separate content update process and are not part of the initial build approval workflow. You may also want to update your Medximity profile at the same time to keep information consistent across both platforms.
Does my Medximity provider profile need to be claimed before my website goes live?
Your website and your Medximity directory profile are separate assets, but keeping them consistent strengthens your online presence. If you have not yet claimed your profile, see How to Claim and Verify Your Medximity Provider Profile.
Still Need Help?
If you are stuck at any point in the website build approval process, the DigitalPatientChart support team is the fastest path to a resolution. You can reach them directly through the Help menu inside your account — look for the live chat icon in the lower right corner, or submit a support ticket from Settings > Support.
For questions specific to how your website information connects to your directory listing, you can also explore updating your practice details on Medximity or managing patient records in DigitalPatientChart for related platform guidance.