Experience the 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.
Start with this short video!
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.
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.
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.
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.
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.
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!
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.
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.
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.
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!
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.
We’ll show you how easy it is to grow your practice following the Loyal Patient Journey™.
