Profile Completion
A complete profile is essential for building trust on ExpertMD. Attorneys want to see a doctor’s credentials and specialty before submitting an intake request, and doctors want to verify they are working with legitimate legal professionals.Accessing your profile
Navigate to Settings in the left sidebar, then select the Profile tab. Your profile information is organized into several sections depending on your role.
Settings profile tab
Doctor profile fields
Personal information
Professional information
Billing address
Your billing address appears on invoices you send to attorneys. All fields are required:- Street address
- City
- State
- ZIP code
Your billing address is used for invoice headers and Stripe Connect verification. Make sure it matches the address on file with your state medical board.
Doctor profile fields
Attorney profile fields
Personal information
Professional information
Attorney profile fields
Profile completion indicator
Your dashboard displays a profile completion percentage. A profile is considered complete when all required fields have been filled in. You cannot receive or submit intake requests until your profile reaches 100%.Updating your profile
You can update your profile at any time by returning to Settings > Profile. Changes take effect immediately. Note that changing your name or credentials will update how your name appears on invoices and case documents going forward, but will not retroactively change existing invoices.Next steps
Set Up Encryption
Create your passphrase for secure data access
Intake Form Setup
Doctors: Configure your vanity URL and intake form