How to conduct a profile audit?

Why profile audits matter 

A profile audit is a regular review of your RateMDs profile to ensure all information is current and complete. Keeping your profile current is a simple step that can make a meaningful difference in patient trust, experience, and engagement. Accurate details also reduce patient frustration and missed appointments caused by outdated contact or scheduling information.

Profile audit checklist

Use this checklist to review and refresh your profile:

• Update new patient and virtual appointment status. Let patients know if you’re accepting new patients and offering virtual visits.

• Update your profile photo. Add a clear, professional photo to help patients recognize you and set appointment expectations.

• Confirm your facility address. Ensure your location details are accurate so patients can easily find your practice.

• Confirm your phone number. Verify that patients can reach your office without delays or confusion.

• Confirm your practice website. Make sure your website link is correct and directs patients to the correct page.

• Update your biography. Refresh your biography to reflect your current role, experience, and approach to care.

• Update Areas of Expertise. Highlight your current specialties and what services and treatments you offer to help patients understand how you can help them.

• Confirm accepted insurances. Keep insurance information current to set clear expectations for patients and to avoid billing confusion.

How Often Should You Review Your Profile?
We recommend conducting a profile audit at least once a year—or anytime your practice details change. Regular profile audits help ensure patients always see the most accurate and helpful information when choosing a healthcare provider.