Successful, high profit, cash-based practices have one thing in common…

High Retention

Every practice is faced with the challenge of keeping patients from dropping out of care. Why spend time and money getting new patients if you don’t keep them? If you know that patient retention is your best-kept secret for growth, financial independence, and better clinical outcomes, wouldn’t you want to improve that? Implementing strategies and solutions to retain patients is the foundation for long-term success!

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A Loyal Patient is...

Loyal Patient Journey
80%
more likely to choose you over competitors
(Source: Sloan Management Review)
Likely to
spend
2x More
(Source: Sloan Management Review)
Loyal Patient Journey
Loyal Patient Journey
2X
more likely to recommend you to others
(Source: Sloan Management Review)

Loyal
Patient
JourneyTM

Patient Loyalty is easy to achieve when you have the right systems to properly implement Cash Practice’s Four Retention Principles (AKA The 4 F’s). Our step-by-step process to attain patient loyalty is what makes this journey so effective.

Let’s follow Dr. John, Liz (the assistant), and Scott (the patient) through the process of achieving patient loyalty.

Loyal Patient Journey
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Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 1 - THE RELATIONSHIP STARTS

Scott calls Dr. John’s office, and Liz cheerfully answers. After scheduling Scott’s first appointment, Liz assigns a new patient email campaign using the Drip-Education® System. The campaign welcomes him to the practice and includes information on what to expect at his first appointment.

Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 2 - THE FIRST VISIT

After Dr. John performs Scott’s new patient exam, Liz collects his payment and assigns an email campaign to prepare him for the report of findings. All this is done using the Auto-Debit and Drip-Education Systems in one straightforward step.

Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 3 - PREPARING FOR CLINICAL REPORT OF FINDINGS

Dr. John enters Scott’s exam findings into The Wellness Score® resulting in a “D” grade. Dr. John then builds a treatment plan including all necessary services to reach the goal of care and hands it off to Liz to prepare for the care plan presentation.

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Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 4 - PREPARING FOR CARE PLAN PRESENTATION

Liz enters Dr. John’s recommended treatment plan into the Care Plan Calculator®, producing a comprehensive, customized, and compliant care plan with affordable payment options. This preparation will give Liz the confidence to successfully present the care plan to Scott at his report of findings.

Loyal Patient Journey
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Loyal Patient Journey

STEP 5 - GETTING THE “YES!” TO CARE

When Scott returns for the report of findings, Dr. John demonstrates Scott’s need for care by presenting the “D” grade from his Wellness Score. Once Scott agrees to the treatment plan, Liz then offers him a choice of affordable payment options from the Care Plan Calculator, making it easy for him to say “Yes” to enrolling in care.

Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 6 - ENROLLING INTO CARE

In less than 60 seconds, Liz enrolls Scott into care with the Care Plan Enroller™. Liz collects his first payment, schedules his recurring auto-debit, produces his copy of the plan, captures his electronic signature, and assigns a patient education email campaign all at once! Scott is officially enrolled and committed to care!

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Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey

STEP 7 - THE PATH TO RECOVERY

Throughout care, Dr. John shows Scott the progress he’s making using The Wellness Score. Scott is excited to see his “D” become a “C” and then a “B”. All the while, his payments are automatically collected with the Auto-Debit System®, and emails educating him on the benefits of care are sent with the Drip-Education System. Altogether, the systems apply the 4 F’s to build patient loyalty.

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Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 8 - THE TRANSITION TO WELLNESS

When Scott completes the care plan, Dr. John is thrilled he finally gets to present him an “A” from his Wellness Score and deliver the good clinical news that he’s ready to transition to wellness care! Coupled with the good financial news Liz will share next, this once stressful process is now stress-free for Dr. John since patients, like Scott, have now become accustomed to regular monthly payments.

Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 9 - THE GOOD FINANCIAL NEWS!

Liz has prepared a new care plan using the Care Plan Calculator, based on Dr. John’s new treatment plan. She gets to deliver the good financial news that Scott’s monthly payments will be less! He’s thrilled and says “Yes!” to continuing care with the new program.

Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 10 - LET’S DO THIS!

In one simple step, Liz collects Scott’s payment, schedules his monthly auto-debit, produces his copy of the plan, captures his electronic signature, and assigns him a wellness education email campaign. Scott is now enrolled in lifetime wellness care, never needing to be asked about money again!

Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey

STEP 11 - PATIENT LOYALTY ACHIEVED!

Scott is happy, feeling better, and tells Dr. John and Liz that he would love to purchase gift cards for referring family and friends! He is now a loyal patient and will continue to be managed with all of the systems.

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a demo!

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Get the Loyal Patient eBook

See how Cash Practice members consistently cultivate patient loyalty and grow their revenue year after year afer year.

From the eBook you’ll also learn how to:

  • Experience more joy in practice and life
  • Have a happier, more productive team
  • Get better clinical results

Fill out this form to download the ebook.

Loyal Patient Journey Loyal Patient Journey
Loyal Patient Journey Loyal Patient Journey

On average, Cash Practice
Members experience...

Loyal Patient Journey
Annual Growth

Cash Practice members who implement these systems report their collections consistently increase year after year after year...

See the Case Studies below to hear from actual members and how they've grown their practices.

Patients that not only stay, but refer, compounding growth!

Cash Practice users that consistently use the four systems report diminishing dropout and increasing referral rates, which compounds the speed at which growth occurs!

Loyal Patient Journey
Loyal Patient Journey
A renewed sense of living!

Cash Practice users that consistently use the four systems report less time spent dealing with collections, marketing, or dealing with never-ending clerical and repetitive tasks, and more time with their loved ones and the financial means to fully enjoy those moments!

Call Us!
(877) 343-8950 Ext. 101

A Patient Loyalty Expert will be happy to answer your question.

Cash Practice
Cash Practice
Book
a demo!

We’ll show you how easy it is to grow your practice following the Loyal Patient Journey™.