Onboarding and Verification Information

Before a user of Practice Orbit can communicate with another user, each user must be onboarded and verified. This verification is necessary to establish trust between all users on the platform.

Member Onboarding and Verification

Once a new user creates their account (either by linking their gmail account or creating a separate user name and password), they are prompted to do the following:

1. Verify their email address
2. Complete their brief profile page
3. Optionally, schedule a 15-minute “Strategy for Success” call with a Practice Orbit specialist who will give them instructions on how to navigate the site to accomplish their goals. See below for the benefits of scheduling a 15-minute success call.
4. Verify themselves using a state-of-the-art third party verification vendor (Socure)

Benefits of Scheduling a 15-minute Strategy Success call:

On the call, the Practice Orbit specialist will do the following:

For a Dentist:

• Meet with the dentist to verify they are a real person licensed to practice dentistry
• Learn their goals to either buy or sell a dental practice
• Provide an overview of the Practice Orbit tools and features to help them find or sell a dental practice

For a large dental practice representative:

• Meet with the user to verify they are a real person
• Learn more about their DSO and their target practice profile
• Provide an overview of the Practice Orbit tools and features to help them find practices that fit their target profile

For all Service Providers (CPAs, Attorney’s, Brokers, Practice Management Consultants, etc.):

• Meet with the user to verify they are a real person
• Provide an overview of how they can access their clients’ practice detail within the system
• Provide an overview f the site tools and features to help them provide their service to their clients

Once a user has been verified to this level they may either list their practice for sale or contact another Practice Orbit user.