PERFORM DDS PATIENT LEAD SYSTEM

PERFORM DDS PATIENT LEAD SYSTEM

Lead System Onboarding Checklist

  • Current License # and License Expiration Date
  • General Liability Certificate of Insurance (Documentation as .PDF)
  • Professional Liability Certificate of Insurance (Documentation as .PDF)
  • NPI #
  • Passed Background Check (At No Charge To You, Performed by Evident)
  • Dentist Headshot, Current Photos of Practice (Inside + Outside), Dental Practice Logo
  • DDS Dental School Name and Graduation Date (plus Residency Name and Date)
  • Years of Experience As Dentist
  • Telephone Number To Send Leads To (You MUST Pick Up The Phone, No Missed Calls)
  • Best Email To Send Lead Messages To (Must Reply Within 15 Minutes to Leads)
  • Google My Business Profile Link (with Reviews)
  • Google Hosted Email Address (Must provide a Google-hosted email address for your Google Address. Must be the dentist’s email, not another staff member.)

Once you’ve gathered all the necessary documents as outlined in this checklist, please complete your new patient lead system onboarding below.