Every corrective doctor knows this patient. Great Day 1. Great Day 2. Signs up, shows up, does the work. Then somewhere in the middle of the plan, they start missing visits. A reschedule here. A “work is crazy” there. Then they are gone, and they usually do not tell you why.
Most doctors blame the patient. I want you to look at the system instead, because the reasons patients quit are predictable, and so are the fixes.
Reason one: they think the checkpoint is the finish line
People act in relationship to how they pay.
When their balance hits zero, a lot of patients take that as the end of care. When the pain goes away, they take that as the end of care too.
So we name things carefully. Re-exams and re-X-rays are checkpoints. We call them checkpoints before they happen, and we keep calling them that. A checkpoint tells us, and the patient, what the next step is. Every re-exam is a good finding because it tells us, as the doctor, what the next step is in their correction.
Reason two: you left the plan open-ended
“Let’s see how you’re doing in a month and go from there.” It sounds reasonable. It is one of the fastest ways to lose a patient. People need certainty on time and money, which is why open ended recommendations are not typically effective for retention.
Give the full recommendation up front, every phase, and start with the first block. Then at every checkpoint, ask them to say back where they are in the plan and what comes next. And ask the question most doctors skip: “Are you budgeting for that?” If the next phase comes as a surprise, it is usually because nobody talked about it.
Reason three: the daily visit lost its purpose
The workshop inspires a patient for the first several weeks if you are good. After that, life takes over. The daily visit is one of the major keys to long term retention. That is where you keep a short-term goal in front of them. The goal is their next re-exam, marked on their card or in your software, with the date circled. You must keep short term goals in front of them or they lose focus.
Then make the office a place people want to come back to. We run themes through the week. Friday is Success Friday: every patient hears something good about their week, and anyone who is behind hears how to catch up. Wednesday is a compliment day. People love to go from success to success.
Reason four: they came for you, not for them
This one is hard for a lot of doctors to hear. If your patients come in to visit you, chat with you and tell you about their week, you have a personality-driven practice. It feels good. It also chains you to the table, and the day you are not there, they drift.
They must come for them, not you. Train patients early on why each visit matters, so they do not need a long conversation on the table. They should be buying the system, not the person. Their loyalty goes to the team and to their own health. That is also how you get a day off without the practice falling apart.
The re-exam that re-commits them
At every checkpoint, I teach a simple order.
- What’s improved? Start here, every time. Celebrate. Get excited, because they will only get excited if you do.
- What needs work? Lower your tone. Look them in the eye. This is where they settle back into the plan.
- What do I expect to see by the next checkpoint? Set the next short-term goal.
- Remind them of the plan. Where they are, what comes next, and whether they are budgeting for it.
- Make a plan. Days, times, trips, anything that could get in the way for the next month.
- Handle objections now, while they are small.
- Walk them to the front desk and book every visit to the next checkpoint in front of them.
- Give them a reward. A small gift, a coupon from a local business, a T-shirt. Rewarding good behavior gets you more of it.
If you only celebrate, they will think they are done and quit. If you only talk about what needs work, they get discouraged. You need both, in that order.
The 3 A’s keep all of this alive
None of this works with a cold front desk. My teams learn the 3 A’s: Attention, Acknowledgement and Appreciation. Attention is Present Time Consciousness, full eye contact even on their hundredth visit. Acknowledgement is noticing what they do, like kept appointments, home care and referrals. Appreciation is complimenting who they are, not only what they do.
And one sentence every team member says word for word when someone tries to skip a visit: “We would rather have you change the time, but when you change the day you affect your progress.”
Where retention leads
Satisfied patients may make their appointments and excited patients refer! Patients who finish the full plan bring their spouse, then their kids, then their parents. That is where a practice stops being a string of new patients and becomes a generational practice.
So ask yourself the question I ask every doctor I coach: do you want to be their 5th chiropractor or their last chiropractor?
The Patient Retention Bootcamp is three days on exactly this: checkpoints, the daily visit, the 3 A’s, the 3 Ways to Refer and the team huddles that hold it all together. Bring your team. See the full agenda for the chiropractic patient retention bootcamp.
Next step
Take the Free Practice Assessment
Ten questions, including retention and family care. See your two weakest areas and the step that fits.
Earlier in the patient flow: Day 1 and Day 2: how to run a report of findings that does not sell. All articles: Articles. Elite Coaching provides business coaching, not medical care.
