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"I downloaded the Family Referral Generator and started using it in Feb, 2023. I started closing my day 2 report with the offer of the “Family Wellness Checkup”. I then have my CA review our office policies that also includes the FWCU, she then hands them a envelope with the letter and coupons. In the month of March we increased $15k over our average and were going to do it again here in April."

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Chiropractor making a follow-up call to a patient in a well-organized office setting.

The Art of Recall Simple Strategies to Engage Your Team in Patient Retention

May 09, 20242 min read

Introduction

In the realm of chiropractic practices, having well-defined systems is crucial for seamless operations. From marketing to onboarding new patients, to payment and note-taking, these systems keep the practice running smoothly. However, one critical system that often gets overlooked is the recall system. This blog post explores the significance of an effective and reliable chiropractic recall system and how it can dramatically enhance the success of your practice.

What is a Recall System?

A recall system is a structured approach to re-engaging with patients who have missed appointments or haven't visited in a while. The goal is to ensure continuous care and optimize patient retention. An efficient chiropractic recall system not only saves time and money but also reduces the need for extensive external marketing efforts.

Implementing an Effective Recall System

Setting up an effective recall system involves several key steps. Firstly, it is essential to follow up with patients who miss their appointments within 15 minutes, offering them alternative times. If contact isn't made, multiple follow-up attempts should be scheduled over the next few days. If these attempts fail, the responsibility shifts to the doctor for a personal call.

Quarterly and Annual Recall Strategies

Quarterly follow-ups are a proactive way to remind patients about their last visit and encourage them to resume care. These communications can highlight the benefits they've experienced and stress the importance of maintaining their health journey. Annual recalls can serve as invitations to special events or new services, providing a gentle nudge for patients who have been away for longer periods.

Mindset Shift for Effective Recalls

Success with recall systems hinges on an authentic approach. The mindset should shift from merely filling appointment books to genuinely caring about the patient's health and well-being. When patients feel that their chiropractor is invested in their health journey, they are more likely to respond positively to recall efforts.

Tools and Resources

Leveraging available tools and resources can streamline the recall process. Templates and scripting can provide a consistent framework for staff, while CA training ensures everyone is aligned and understands the importance of recalls. Having a well-trained team can make a significant difference in the efficiency and effectiveness of your recall system.

Conclusion

An effective chiropractic recall system is not just a tool for patient retention; it's a vital component of a successful practice. By implementing a reliable and repeatable recall system, you can enhance patient engagement, reduce marketing costs, and ensure continuous care. Start optimizing your recall strategies today to witness a noticeable improvement in your practice's success.


Chiropractic recall systemEffective patient recallChiropractic practice managementPatient follow-up strategiesChiropractic appointment schedulingPractice efficiency in chiropracticPatient re-engagement tacticsChiropractic care continuityCA training for chiropractorsChiropractic patient retention
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