1. 01

    Collect an approved identity record

    Confirm the clinician’s full name, preferred salutation, role, and current practice relationship. Use the saved verified identity rather than guessing from an email signature or an older directory listing.

  2. 02

    Verify each credential statement

    Ask the appropriate practice reviewer to confirm education, credentials, current memberships, and any recognition mentioned. Preserve source and date. Do not promote attendance, membership, and certification as interchangeable accomplishments.

  3. 03

    Write a useful introduction

    Explain the clinician’s approved approach and role in language a prospective patient can understand. Keep service descriptions within verified scope. A biography should orient the reader without promising treatment outcomes.

  4. 04

    Review connected references

    Check the team page, relevant location pages, and authorized public profiles for consistency. Update outdated photographs and former relationships deliberately. Revisit time-sensitive statements instead of copying them forward indefinitely.

A planning exercise, not a client result

Put the idea to work

Planning exercise: an older biography lists a professional relationship as current. Ask the clinician to verify the status, then update connected references consistently. A dated evidence record makes the correction easier to maintain.

What to watch for

  • Membership presented as certification
  • Outdated practice relationships
  • Professional titles inferred rather than verified

Make the next review concrete.

Use the worksheet to record your observations, the evidence behind them, and the decision you want to make. Keep unresolved assumptions visible until they are checked.

Open this site’s worksheet →