Guides for Doctors
Welcome to the ExpertMD doctor guides. These articles cover everything you need to know about using ExpertMD as a medical expert witness, from setting up your intake form to managing cases and receiving payouts.Getting started
If you have not yet created your account, start with the Account Setup guide first, then return here.Dashboard Overview
Tour your dashboard, stats cards, charts, and notification center
Intake Form Setup
Configure your vanity URL and customize your intake form
Pre-Screening Requests
Review, accept, and reject incoming intake requests
Case Management
Manage your active cases, documents, appointments, and notes
Billing and payments
Invoicing
Create itemized invoices, add tax, send via email, and track status
Billing & Payouts
Understand your earnings, platform fees, and Stripe payouts
Stripe Connect
Set up Stripe Connect to accept payments and receive payouts
Team and referrals
Team Members
Invite team members and manage permissions
Referral Program
Earn 25% of platform fees for 12 months per referral
Typical workflow
Here is the typical workflow for a doctor on ExpertMD:Review intake requests
Attorneys submit requests through your intake form. Review each request and accept or reject it.
Manage the case
Accepted requests become cases. Upload documents, schedule appointments, and add notes.
Create and send invoices
Create itemized invoices for your services. Send them to the attorney via email with a payment link.