A Health Challenge for Your Chiropractic and Healthcare Office

Posted on June 11, 2024 by Edward Petty

A month promotion where everyone wins

A local hot yoga studio where I live usually sees their numbers drop in the summer. So, a few years ago, they instituted a solution to lowered attendance: The Yoga Challenge. Attend 30 times over the summer and be eligible for a trip with your guest to a week of Yoga at a retreat in Costa Rica.

I know the owners, and the program has been overwhelmingly successful.

Why is this?

Well, obviously, a week paid for in Costa Rica can be a wonderful experience and so is an appealing goal. But much more than that, there are the intrinsic rewards of personal achievement and playing for a bigger goal. 30 visits of hot Yoga over three months is an accomplishment – you couldn’t help but get in better shape — if you didn’t become dehydrated and wrinkled like a dried prune.

COULD THIS TYPE OF PROMOTION BE USED IN YOUR CHIROPRACTIC OR HEALTHCARE CLINIC?

The short answer is … YES!

We have worked with clinics that have had success with versions of this program.

Essentially, a Challenge is a game and we all like games!

Whether it’s puppies, babies, or the Olympics, the gaming spirit is part of our makeup. Can we win? Can we achieve it? Let’s go for it.

Computer games include the concept of gamification. (Fun Fact: The computer game industry is expected to hit $282 billion in 2024)* That does not even include revenue from professional sports or racing.

I cover all this subject in my book, the Goal Driven Business , and how to apply it to everyday practice.

AN EXAMPLE – ONE-MONTH CHALLENGE IN YOUR OFFICE

You could meet with your team and discuss different versions of a “Care to Share Better Health Challenge.”

The goal would be to have fun getting healthier, helping others get healthier, and maybe win a few gifts!

“By accepting this Challenge, you will get healthier, help others get healthier, and maybe even win gifts!

To participate, patients receive tickets for completing health-oriented accomplishments.

Here are some examples of health-oriented activities:

Attend one of our Wellness Classes. (2 tickets)
Bring a guest.(2 tickets)
Post a review of our services.(2 tickets)
Keep all of your appointments. (3 tickets)
Refer a friend to a no-charge consultation with one of our doctors. (2 tickets.)
Exercise at least 3 hours per week (12 for the month). (3 tickets)

Tickets are entered into a drawing for several possible prizes at the end of the month.

CHALLENGE FOR YOUR CHIROPRACTIC AND HEALTHCARE TEAM

What makes a program like this work is that it is also a game for your staff. If specific goals are met, then they, too, receive awards!

Everyone is in the game!

A Challenge will need planning and lots of cheer leading! As with any internal type of promotion, it depends on the level of synergy in the office.

Talk it over with your team and customize it. Make up your own Challenge. Set goals for visits, class attendances, introductory consultations, and/or new patients.

And, let the games begin.

*Reference: Gamification Fun Fact – https://www.statista.com/outlook/dmo/digital-media/video-games/worldwide

UPCOMING EVENTS

We have two upcoming events for you.

Improving Your Collections. On Tuesday, June 25 at 12 (noon) Central Time, Dave Michel and Lisa Barnett will present a free webinar to subscribers to this newsletter and our clients: The 6 Critical Components to Improving Your Collections. Click below to sign up.

Practice MBA for your manager (and you!). Our 2nd Practice MBA session for your manager and you as a clinic director is getting set to start later this summer. The results from our last one continue to be inspiring. One mature clinic I just checked in on yesterday has its revenue up 21% this year. If you are interested and not yet on the waiting list, please click below to find more info and reserve your space.

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If your practice building efforts aren’t taking you to your goals, there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my book, The Goal Driven Business.

Call Your Mom

Posted on May 6, 2024 by Edward Petty

mom with little boy and girl eating breakfast

Women, in general, see healthcare providers including chiropractors, more than men do. (The ratio is about 60% women and 40% men.)*

This week, hand each person in your office a flower and ask them to give it to their mom, or a mom. And if they are a mother, give them two. You could make a deal with your local florist and in return, post a sign on the flower vase stating where the flowers came from. Always try to create alliances with local businesses!

And, call your mom. I know, not all of us can. So, thank the moms you do know.

They take care of us and our future.

Here’s to moms!

*https://www.nccih.nih.gov/health/complementary-alternative-or-integrative-health-whats-in-a-name

Another post on moms! https://www.goaldriven.com/post/call-your-mom

Health Screenings in 2022

Posted on July 12, 2022 by Edward Petty

This past weekend, outside our local grocery store, the Village (what they call a suburban town out here) closed off the main street and had an art fair. So I took a few minutes to look around before I headed home with my organic veggies!

There were maybe 30-40 10×10 tents with various artists displaying their works. The day was hot, and I was in a hurry. Suddenly, I stopped when I saw an old familiar sight, one that I hadn’t seen for a few years. There it was-a chiropractic health screening booth.

That’s right… s c r e e n I n g s!

The signs said, “Spinal Health Screening” with the name of the corporate chiropractic company which now has offices in a few states in the Midwest and in WA, according to their website.

Now, for the most part, I like screenings and, if done right, recommend them. I would not be overstating the fact that we have personally participated in hundreds of screenings in hundreds of venues over the years. (I still have a couple of PVC Posture Analyzers in my garage.) We have personally trained well over 50 “Screening Technicians” and hundreds more in seminars and via our marketing manuals. We used screenings when we opened up our 24 offices here in Wisconsin.

Now that people are less in fear of being murdered by one another for carrying the COVID, outdoor events are resurfacing.

Here is a short list of benefits of screenings:

Generate new patients.
Reactivate former patients.
Create new external referrals sources
Create goodwill and good publicity. (We won an award for our booth at a county fair once which was pictured in the local paper.)
Meet people in your community.

Here are 5 essential ingredients to help you achieve these benefits:

Friendly. Whoever is in the booth should be friendly, casual, and having fun. Therefore,
Short shifts. It should not be an endurance contest—a few hours at most. Get in, greet people, talk with them, screen the interested few, and get out.
Training and positive experience. If you have a non-doctor in the booth, for Pete’s sake, train them. Ideally, they could be a staff member who already knows the excellent outcomes you produce and can easily recommend you.
Be interested in people. Are they in pain? Have they seen a chiropractor, acupuncturist, P.T., M.D. for their issue? Where do they work? What do they think of the Milwaukee Brewers Baseball club’s chances this season?
Unserious. As B.J. Palmer said in Rule #9, “Don’t take yourself too damn seriously.” (to get a copy of Rule #9)

Get out there with your people… they need you!

PS BY the way, just curious… please reply if you would like a short webinar on what we have seen works best for screenings.

Call Your Mom: The most important person in your practice

Posted on May 3, 2022 by Edward Petty

mom, mother, daughter, hugging, petty, michel, goal, driven, love “Call your mom!”

When we dropped off our son at college as a freshman that late summer day years ago, I told him: “Call your mom!”

And he did, but not often enough.

The fact that moms are extraordinary is an understatement. They are not ordinary people.

Motherhood just isn’t giving birth or the nine months before — if that wasn’t miraculous enough. It isn’t just the diaper months, the nursing, the crying, or the “terrible twos.” It goes on through all the stages of their child’s life – preteen angst at discovering their identity, infatuation break-ups, finding their social tribe, and all the challenges growing up leads us through.

Mother is always there.

And motherhood never ends. As long as she lives, our mothers are there throughout our lives.

Motherhood is a magical cape that certain women wear, your mom, for instance, that at one time protected you and at another helped you fly. Often without your gratitude.

Yea, dads are around too, often in the background. But moms are the first line of comfort and care, someone who loves you more than themselves.

And if moms are so vital in our lives, they are too in our practices.

Always show special gratitude to the mothers in your office.

This Sunday, May 8, is Mother’s Day. Do something special for all the mothers in your practice. Not as a gimmick but as a sincere act of gratitude and respect. Some offices give a flower to every mother that comes in on Friday or the days before. You can always provide some organic chocolates, a scented soap, or tea.

Yes, there is a marketing aspect to this, but excellent customer service is marketing. In most cases, women see doctors more than men, and mothers are often more dominant in determining and advocating for better health in families. (1,2) They are probably your better patients, and your better referral sources as well.

What if you don’t know if they have children? Well, first of all, you should. You are creating relationships with your patients. But if you don’t know, you can always politely ask them – and you will get to know them even better and strengthen your relationship.

For those who are not mothers, give them a flower to give to their mother. Then, have them post the photo on social media, and you can reward them with something.

So, Call Your Mother, and do something special for all the mothers in your life.

1. https://www.cdc.gov/mmwr/volumes/66/wr/mm6602a12.htm
2. https://www.huffpost.com/entry/why-men-dont-go-to-the-doctor_n_5759c267e4b00f97fba7aa3e

Relationship Marketing: Build and sustain your practice through relationship marketing

Posted on April 12, 2022 by Edward Petty

You are in the relationship business.

People see you for a result – but they stay with you because of the relationship.

There are many different definitions of relationship marketing – marketing isn’t codified like CPT®! (That is maybe a good thing!)

Last week I talked about direct response marketing and indirect or brand marketing. Relationship marketing stems from direct response. It emphasizes retention and patient and customer satisfaction.

Relationship marketing works. It helps with patient retention and patient referrals. It also helps generate referrals from external sources.

But what is it, and how do you improve it?

What is a Relationship?

A relationship is a connection that you have with another person. It is based, ultimately, on communication. Therefore, the quality of that communication determines the quality of the relationship.

Good communication, one that creates a good relationship, centers around understanding. As Stephen Covey advises, Seek first to understand, and then to get understood. Understanding is fundamental for good communication.

The relationship between you and your patient depends on results, of course. But to get results requires understanding the patient. Seeking to understand the patient – showing them a genuine interest in their condition and life – is not only needed from a clinical point of view, but it is vital for good communication and developing the relationship.

How to Improve Patient Communication

Patient Care can be an overused, even over-advertised term. But care is founded first on interest in and concern about the other person.

This means not just going through your script (yuck!) or your checklist with the patient, which may help keep you on track. It means do you understand them, or how and why they came to you? Are you interested?

But how do you do this after the 10,000^th patient comes in to the office?

By being a real person who is interested. For example, a patient comes in and wears a green hat. You wonder about the green hat, so you ask them about it. “Hi. I can’t help but notice that you are wearing a green hat. It looks…stunning! Any special occasion?”

A checklist can help you communicate important information, but it can’t take the place of a real live person. It can’t make a relationship. You are not a robot, and neither is your patient.

Be appropriate and respectful, but mostly, be authentic.

This creates trust because your customer sees that you are interested in them as a unique person, not the 10,000th customer. And they see you as a real person, not just a busy professional trying to be interested but really faking it.

I am sure that you have experienced employees in other businesses trying to be interested in you but merely following a script. A bank teller asks me: “Have plans for the weekend?” I am nice back, but I know that she is just doing what her MBA executives in some office far away think she should say.

So, honest and interested communication, added with services and results, will create a strong relationship between you and your patient.

Outside of Your Practice

But relationship marketing goes beyond just your office.

Your patients know people. They can help you get to know their family, friends, and business associates.

You can create relationships with other professional practices, businesses, and organizations. I have seen many examples where a relationship was created between the doctor and an outside entity that resulted in many new patients.

Some examples:

YMCA’s and commercial gyms whose owners and managers were also patients.
Dentists who didn’t treat TMJ.
MD’s who didn’t want to deal with patients with back pain.
Ballet company that wanted to keep their dancers in shape.
High school coaches who wanted to see their athletes do their best.
Motels who needed a “house” medical doctor, dentist, and chiropractor.
Autobody shops that took care of injured cars and sent injured passengers to the chiropractor.
R. managers at companies who referred employees.

And this is vital: the relationship must be between you and another person associated with the outside entity. You are always dealing, first, with one person.

I have used this definition for years, and it still holds true:

A practice is a network of relationships
that is created and maintained through service and communication.

There are specific barriers to implementing relationship marketing, and you will run into them. I want to keep this article short, so I will refer you to my book below, which addresses the barriers and how to avoid them or bust through them.

But regardless, just communicating more with more interest will bring in more new patients and keep the ones you have longer.

Communicate more and with interest.

And…

Seize the Future (That is where your goals are!)

Link to the Goal Driven Business Book

Link to the Video Supplement to Relationship Marketing

GENERAL MARKETING STRATEGY — December 2020

Posted on November 24, 2020 by Edward Petty

Time to prepare for the New Year’s marketing.

But before we leave 2020, here are a few tips to help you round out this crazy year and lay the groundwork for a fresh, New 2021.

For December, work “internally” with your existing network, including your active and inactive patients and your external referral sources. But prepare for external marketing for the New Year now.

INTERNAL

The Team – Your First Line of Marketing
Every member of your office is a marketer – everyone sells health. 2020 has been one heck of a year. Why not acknowledge your staff as Health Hero’s with a pin, a certificate, or plaque, perhaps with a bonus if there are any funds available? You all deserve many “thank you’s.”

Holiday Cards and Letters to your Patients
Send cards and letters to both active and inactive patients. Recognize their good efforts to improve their health during this peculiar year and tell them that you look forward to helping them and their family stay healthy in 2021.

Health Never Takes a Holiday
Post a sign in your office in December that “Health Never Takes a Holiday” and schedule patients through December to January. We have a customizable poster on our Member’s site, and sample posters here.

Keep the Conversation Going.
Send out regular emails to patients. Email is more effective than social media, according to many studies, but social media has its place too. Assign email and social media posting to someone. A simple four-paragraph informal health tip from the doctor shows that you care and help improve your patient’s health. It is better that your patients hear from you than from the local chain store pharmacist.

Poinsettia Giveaway
Some offices have done well by giving away free poinsettias, or another holiday plant, one per family. Include a gift certificate with the plant for family members or friends. (See Member’s site for gift card samples.) Make a special arrangement with your local florist for a discount.

Patient Education
Now, more than ever, provide health tips for your patients to combat the heavy advertising of COVID-related reports. Stress is amplified by a lack of knowledge. Good education can help lessen the fear and help keep your patients stay healthier and happier. Plus, educated patients remain with you longer and refer more. There are many approaches that work, including: table talk, newsletters, whiteboards with “Patient Education Prompters,” and short five-minute weekly video health tips. The more you teach, the more you reach.

Donation Drives
Holiday time always brings an increased demand for helping those less fortunate. Within your office set up a collection area for any of the following programs and promote it in your newsletter. There are also other times of the year where donations are welcomed and needed. These can be scheduled throughout the year. Here are some sample donations:

Coats for Kids
Food for Families
Toys for Tots
Blood Drive
School Supplies
Animal Shelter $25 in exchange for first day services.

Also, you can support drives at local churches or gyms. EG “Free first-day services for every donation a member of YMCA makes to the homeless fund.”

Giving Tree/Angel Tree
The Giving Tree/Angel Tree Project is a great way to bring community awareness to your office. It is a simple project that can assist your patients to help others where they might not otherwise have the opportunity to do so.

EXTERNAL

Show Appreciation to External Referral Sources
Send a Holiday Card to any business or individual outside of your office who referred a patient to you or helped you with your marketing. Make sure you include a card of thanks and perhaps a fruit basket or other small gift. Let them know that you are looking forward to another year working together for better health.

Internet
Review your website with your Internet company. Set up a consultation with someone to review how well it is drawing new visitors. Make plans for improving traffic and conversion for the first three months of 2021.

Sample Plan for Special Events
January. Video series about improving the immune system: 10 Proven Shortcuts to Improving Your Immune System: 15-minute video every Friday. Include guest providers. PROMOTE these.
February. Valentines. Have a Heart gift certificate. Donation Drives.
March. Saint Patrick’s Day – Leprechaun Appreciation Day – A special kid’s day.
April. Earth Day. Community Clean-up Drive. Include external alliances to help.

100’s More Marketing Ideas
For 100’s more marketing ideas that have worked, if you are active with PM&A, go to our Member’s site, www.pmamembers.com. If not, we still have many effective marketing procedures right here on this blog.

Meet with Your Consultant
All offices are different. Some need fast action direct marketing — others benefit most from long term development of their external network. Meet with your consultant to make plans for the first part of 2021.

MARKETING MANAGEMENT

In over thirty years of marketing practices, I have found the following two factors to be the most important:

Someone to Coordinate
It is essential that you delegate someone to coordinate your marketing as a project manager. Too often, marketing does not get done because, well, no one person is responsible. This is a major cause of the Practice Roller Coaster. While your entire office and everyone in it, staff and doctors, have marketing roles, one person aside from the doctor needs to ensure each project and procedure is implemented.

Goals and Attitude
Commitment to your goals and the right attitude undercuts everything. How strong is your desire to fulfill the mission of your office? Does the WHY? of your business enliven you each day, and are you happy about it? (Yahoo! Can’t wait to get to the office to see my next patient!!)

Of all the projects and procedures mentioned and the hundreds not mentioned, your drive to your goals and your attitude about achieving them is the most fundamental component to marketing success. Work and improve on this each day.

Ed Petty

Bonus Article: Health Tips from Mercola.com

Do You Want More New Patients? Use a Checklist! Here is How.

Posted on September 30, 2020 by Edward Petty

Around the year 2000, I published the Marketing Manager System. It was initially a series of binders (3) to help chiropractors with their marketing. I received many compliments and positive reviews from both doctors and staff on how it helped them. Palmer Chiropractic College ordered a few hundred of the binders.

A couple of years later, I converted it into a software program and sold it as a CD package you could install on your computer. After a couple of years, I had to shelve the product. I was not set up to stay current with the constant changes in both software and the Internet.

Still, the information is sound, and it continues to work. Much of it is on our PM&A Member’s site, and though the graphics are somewhat outdated, the fundamentals still apply.

One of the motivations for publishing the Marketing Manager System was to solve a simple marketing challenge almost every practice we worked with had. In fact, the problem was so simple that it is almost embarrassing to explain.

We would get a call from an office requesting “something” to “get their new patients up.” “Got an ad that is working?” would be a typical request. And we would often hear this after working out an effective marketing plan that had been working for months at generating more new patients.

“What happened to your new patients? They were doing very well, even increasing,” we would ask. But when we checked if they were still implementing the marketing plan we had worked on, the usual answer was “no.”

We would go over the action steps on the marketing plan with them. “Are you still doing X?” “Umm, no, guess we forgot about that.” “Are you still doing Y?” “Oh yea, well, the staff member in charge of that took on another role so she couldn’t do Y anymore.”

You get the idea. What worked gradually gets abandoned.

So, I came up with the Marketing Checklists. These were a comprehensive list of marketing procedures, several hundred all told. They were a compilation of marketing procedures that we had used or had seen others use effectively. The idea was that by using the Marketing Manager System, the office would put together its own customized marketing checklists using ours as a template and reference.

This brings up the subject of checklists. In 2009, a surgeon named Atul Gawande wrote a book about checklists called The Checklist Manifesto. Here is a relevant section from his book:

“What is needed… is discipline. Discipline is hard — harder than trustworthiness and skill and perhaps even than selflessness.

We are by nature flawed and inconstant creatures. We can’t even keep from snacking between meals. We are not built for discipline. We are built for novelty and excitement, not for careful attention to detail. Discipline is something we have to work at.

Good checklists, on the other hand are precise. They are efficient, to the point, and easy to use even in the most difficult situations. They do not try to spell out everything–a checklist cannot fly a plane. Instead, they provide reminders of only the most critical and important steps–the ones that even the highly skilled professional using them could miss.

Good checklists are, above all, practical.”

By the way, I cover this in my new book, the Goal Driven Business scheduled to come out in early 2021. I have learned how to make these checklists more practical and, well, Goal Driven! (I plan to update all of the Marketing Checklists into their new Goal Driven version next year.)

So, from the archives stored away since 2000, enclosed is one of the 13 marketing checklists from the Marketing Manager System. This one is on Patient Referrals. It lists just a few procedures you can use to help generate more patient referrals. Of course, there are many more, and I recommend you make your own checklist and review it every 3 – 4 months.

And that is the key: keep marketing procedures that are working – working.

To help you do this, list them on a checklist and review the checklist regularly to ensure that they are still occurring. Use the checklist like an assessment. Look at each successful marketing action and ask: “Did this get done all the time, some of the time, or oops! Hardly at all.” Make sure all marketing duties are assigned. Then, where needed, improve them.

Stay Goal Driven and help your patients do the same!

Download the The Marketing Checklist on Patient Referrals.

Momentary Affluence — or Is the Tide Turning for True Health?

Posted on August 25, 2020 by Edward Petty

Over the last few months, we have noticed that offices have continued to grow – some even breaking their previous records!

Why is this?

I have heard from doctors and office managers that patients may be hesitant to visit medical offices and prefer seeing chiropractors, acupuncturists, and other health-oriented offices instead. Are they just afraid of the COVID at medical centers, or are they truly seeking to improve their health and immune systems?

What have you heard?

I am going to guess that your practice is filling back up as well. What should you do to augment your growth, sustain it, and even increase it?

RETENTION AND REFERRALS

You want to think about retention and then generating more referrals – from patients and from community members. Consider the following:

First, don’t take this growth for granted. Each patient is unique and special and important. Provide world-class service and deliver world-class outcomes. In the end, this will ALWAYS be your #1 marketing tool.
Educate. I can’t stress this enough. Please… Inform While You Perform. Factual information is one of the reasons patients see you. You are independent. Your strings are not pulled by Merck, Pfizer, or WHO. You can refer patients to information on your services, on Vitamin D, Zinc, and yes, Quercetin. They can trust you for the unedited and unspun truth about health.
Communicate. Newsletters, workshops via Zoom, or in the office, outdoor events (staying in compliance with local ordinances – as you see fit!) – keep the conversation going. Maintain and improve the relationship with your patients.
Capacity. Do you need another provider? Another team member? Don’t overextend yourself, but also, don’t stand in the way of your growth.
Partner with other providers and businesses. Medical doctors are discovering that health solutions they have for COVID are being suppressed. The braver ones are speaking up. Doctors of all kinds, now more than ever, can share the same goal and help each other overcome similar challenges. Businesses as well, want practical solutions for their employees.
Make a List. Make a list of patient retention and referral generation procedures that have worked for you and review them often. In upcoming newsletters, we will brush off some lists from our old Marketing Manager System_sm that has hundreds of marketing procedures. You know many of them, but it always helps to be reminded!

You can also take your marketing a step further…

IT’S NOT WHAT YOU SELL, IT IS WHAT YOU STAND FOR

As a more aggressive approach, you may want to be more vocal in promoting better health in all its aspects, from what we eat, breathe, to the kind of health care we seek. In this regard you could take on the role of Health Rebel, or even Health Outlaw!

Your unique selling principle (USP) should include your noble purposes that sets you apart from comparable alternatives. Consumers are looking for businesses that take responsibility for social and environmental issues. And, according to several studies*, this is especially true for the younger generation – Generation X – those born in the 1990s. Speaking out for better health in your community and against toxic pollutants, for example, is not only a noble purpose but – if genuine, has practical marketing benefits.

There really are two sides in our health culture – one for optimal natural health of the planet and of our bodies, and the other as advertised by corporations.

Your community is bombarded with thousands of advertising messages each day, many of them promoting drugs and COVID hysteria fears. Advertising is a form of population control, which is an advanced science, and which may be used increasingly to motivate your community to consume more vaccines, including for COVID. Yale University, as reported by Mercola, is testing advertising messages to shame, embarrass, anger, and otherwise motivate people to take the vaccines.

And the campaign has already started. According to USA today, it is patriotic to get vaccinated.

And it is not just the push for vaccines. Corporate medicine has been discrediting natural health remedies, including chiropractic, nutritional supplements, and certain medical practices such as chelation for years. And outside of health care, we can see advertisements for the cancer-causing Roundup (with glyphosate), “foods” with toxic ingredients (e.g. aspartame), and the suppression of information about mercury, hexavalent chromium (as in the movie Erin Brockovich), and other toxins currently in our drinking water.

This is really your time. This is a contest for health independence from corporate tyrants that have set up laws to escape liability for their actions. But those of you in the chiropractic profession are used to the fray. Now, you are not alone. Other doctors are also experiencing suppression and personal and professional retaliation and are joining the fight.

The sales of organic food and supplements continue to increase. And based upon your practice returning to pre-COVID levels, the tide just may be shifting towards true health.

But only with all of our help.

Helping you to help more people,

Ed Petty, and all of us at Petty, Michel, and Associates

Mercola has a couple of useful booklets that explain how to deal with COVID. These are PDF’s that you might want to print and go over with your team and pass out to patients. How to Stop COVID reports by Mercola (https://www.stopcovidcold.com/covid-research.html)
Generation Z https://www.conecomm.com/research-blog/cone-gen-z-purpose-study

May is Good Posture Month

Posted on May 1, 2018 by Edward Petty

May is Good Posture Month.

I am not sure who claims this … the ACA (American Chiropractic Association) and ICA (International Chiropractic Association) used to, but after a fast look at their websites recently, it doesn’t look like they do anymore. Plenty of other websites do, however. See below, for examples.

Posture is a big deal, apparently, from a clinical and health point of view. Patients should know this. But patients are also concerned about their appearance and no matter how much you spend on your clothes, nothing looks good when you have poor posture. There are also mental ramifications to poor posture as well. So… lots of good material here to promote and help your peeps!

Use this event as a reason to encourage your patients to bring in their family and friends. You can change the flier to a community ad for anyone to come in. Use the sample poster and edit to suit your needs. Hang it in your office, fold and include in patient statements, include in your newsletters. Use the promotion all month, or just for one week to make it more “special.”

Attached is a sample poster flier in Word and in PDF format, also an article I wrote on this event some years ago for some more ideas.

Carpe Diem (Seize the Day…and the month of May!)

================

Useful links:

http://posturemonth.org/posture-month/

http://www.whathealth.com/awareness/event/correctposturemonth.html

http://www.straightenupamerica.org/

Sample Poster (PDF)

Sample Poster – Customizable (Word – active clients)

Science Facts on Posture

Oklahaven “Have A Heart” – 2017

Posted on January 9, 2017 by Linda

Oklahaven, a non-profit children’s chiropractic center has been dedicated to making sick children well using natural, drug-free chiropractic care for over 55 years. To help fund their efforts the Annual Have A Heart Campaign is held in conjunction with Valentine’s Day each year.

It’s not too early to start planing your own “Have A Heart” Campaign for your office bringing a global awareness of the power of chiropractic for the children in your own community while helping out a greater cause!

If you’d like to participate, a complete marketing kit is available directly through Oklahaven simplifying the event preparation for your marketing coordinator.

Click here for a pamphlet with more details or visit the Oklahaven “Have A Heart” web-page.

Phyllis Frase to Speak at the Chiropractic Society of Wisconsin Fall Summit on Referrals and Retention

Posted on September 20, 2016 by Linda

Welcome back to Wisconsin Phyllis!

We are excited to have Phyllis returning to Wisconsin to join us at the Chiropractic Society of Wisconsin Fall Summit.

The Fall Summit will be held October 21st through the 23rd at the Kalahari Resort in Wisconsin Dells.

Are you and your team registered? If not you will want to as Phyllis will be presenting to doctors and staff all day Friday. She will be covering the following topic:

“The Secrets of Referrals and Retention”

What’s the secret? The pixie dust? The magic potion to creating patients that stay pay and refer for a lifetime?

In this class you will walk away with what makes a patient pay and value their chiropractic care. This interactive class will help you create great customer service and learn easy, solid systems and procedures that will take your practice to the next level. Included is low stress, low cost marketing ideas that you can implement on Monday morning.

For more information on Phyllis visit: Our Experts

To register for the CSW Fall Summit visit: CSW Fall Summit 2016

Your Perennial Waiting List Chiropractic Practice: Like Daffodils, Your Patients Keep Coming Back

Posted on April 21, 2016 by Edward Petty

petty michel and associates on creating a full office

Daffodils from Linda’s back yard in Wisconsin, 2016

Spring is finally with us and the flowers and trees are beginning to bloom up here in the northern Midwest.

What is amazing to me is that I start seeing flowers pop up where I must have planted them, or someone did, a few years past. Pop, pop… a daffodil here and tulip there, some lilies and Astors and I don’t know what! Who planted these?

Growing, developing, and sustaining a chiropractic practice corresponds in many ways to the laws of nature or the laws of a farm. What makes these plants bloom are many things – the warmer weather, some biological clock, water, of course, and sunlight. Maybe some organic fertilizer now and then.

They also have something else. Something that has allowed them to weather the snow and the cold and the storms so that they are here now… waving to us in the still cool of early spring.

A few years ago I wrote an article about roots and patient retention. I know… seems like an odd comparison, but it’s not really. The thing with roots is that they are not seen and not always appreciated. I made the analogy of having a good root system in your practice – which would be the loyalty your patients have with you. I discussed methods to create and improve this relationship in the article, Chiropractic Root System

I just reviewed the article and realized that I omitted a key component in creating great patient loyalty, patient retention, and patient referrals. It is actually pretty obvious and something I see in the offices I visit.

But first, let me include here some survey information from the 2010 Customer Experience Impact Report (CEI) for North America by Rightnow Technologies* that will help make my point.(My underlines and bolds.)

“WORD OF MOUTH IS MIGHTIER THAN THE SWORD
Consumers aren’t only demonstrating their power with their wallets, but they are influencing those around them as well. Whether a consumer has a positive or negative experience, their friends, family, colleagues and networks are sure to hear about it and what they are saying carries weight.

Customer service is the most influential thing a company can do to increase customer advocacy.

55% (up from 53% in 2009) of consumers recommend a company because of its customer service, compared to products at 49% and price at 42%.

But those who have issues are also voicing their opinions and it can have a severe impact on a company’s reputation and ultimately bottom line.

Imagine the result of 66% of a company’s frustrated customers on a mission to discourage others from buying from that company. Consumers aren’t just complaining when something goes wrong, they are determined to have their presence felt by the company at fault:

79% of consumers that had a negative experience with a company told others about it
97% used word of mouth as their preferred method to share their experience

WHAT MAKES A GREAT EXPERIENCE?
Consumer expectations continue to rise, but their requests are reasonable and within reach. Put simply, consumers want easily accessible, accurate information to make well informed buying decisions. And they want to be respected, treated well, and have their issues resolved in a timely fashion.

Of those who decided to stop doing business with an organization,

73% was a reaction to rude staff
51% reacted to unknowledgeable staff
55% were because of issues that weren’t resolved in a timely manner.”

Finally, it all comes down to this:

“WHEN YOU HAVE A BAD EXPERIENCE, YOU DON’T GO BACK.
This has been a mainstay result from the Customer Experience Impact Report (CEI). The fifth annual report cited that 82% of consumers have stopped doing business with a company as a result of a negative experience.”

So, it is not “time” or “money” as the primary reason patients drop out of care. Simply put – their experience was not AWEsome enough!

This is why Google Reviews or any legitimate review has such a strong impact on referrals. It is Word of Mouth marketing.

But how do you create it? Is there some fancy form or new procedure? A Dx code perhaps? Well, there are forms and procedures, but these are 20th on the list. The first 19 have to do with excellent communication and service. Communication that is genuine and caring.

In the article about increasing patient retention and the root system, I do give a few ideas on how to improve your service and, in turn, retention and referrals. But… so apparent to me now, I left something out!

Time and time again, where I see an office struggling to get new patients… I also notice a low morale office.

The low morale may not be obvious. In fact, studies show that the majority of employees (70%) are really not engaged in their work, but simply go through the motions.** This is so common that blasé, disinterested employees or time crunched, rote professionals seem to be the cultural norm.

But I routinely interview staff and work with office managers and hear THEIR side of the story, at least part of it.

If a team member is disgruntled, disaffected, discouraged, or in any way “dis”, the quality of service they provide to the patient will be affected. Let’s put it another way: if your team is anything BUT happy and cheerful and truly looking forward to their day with YOU and the patients, you have a problem.

There are many studies that show the cause and effect of employee morale and customer service. But I have personally observed it many times myself.

The offices with the HIGHEST patient retention and most patient referrals are the ones where the support team and doctor, or doctors, have a great relationship with each other. In fact, aside from the now and then stress points, you could say that they truly like and admire each other and respect each other’s good work.

Adding to this, these offices also have dedicated a continuous effort for training and education. Webinars, seminars, internal trainings, coaching (Hi there!), and books – one of the most overlooked training tool.

Now, what hampers all this is the stress of running a business. Doctors like to “doctor.” Chiropractic, or whatever good care you provide, does not fail. Doctors can always improve, and should, but it is usually the support organization that finally jams up on itself like railroad cars banging into each other, or even jackknifing.

As many of you know, I am working on a practice CEO training program. After a certain point of practice growth, it becomes difficult to continue to grow the business as a doctor. There is just too much to do. This is why you now need to learn and implement some fast flow procedures as a CEO, procedures which are very different from a doctor.

The CEO is a leader. John Maxwell*** lists five levels of leadership. At the first level people will follow you because they have to. At the second level they follow you because they actually like you! You have a relationship with them. At the third level they see that you get real results for the organization. Fourth… you are helping them become leaders! The last level is many orders of magnitude above the others… they follow you because of what you represent. Think of Martin Luther King, Gandhi, etc.

Practical Steps to Take to Improve Morale, Customer Service, Patient Retention and Referrals:

Improve your communication with your team. That’s it. If it is good enough for your patients and for your family and friends, it is also good enough for your team members. As the doctor, of course, you are very busy. You are here for the patients and we are here for you. But… as the CEO, you are here for us. Please listen to us, help us get better at helping you and the patient. Schedule time to do this each month with your veteran team members. A few minutes in the office, or even a lunch now and then. It will pay off! And besides, it is only the decent thing to do.
Plan events or projects to improve everyone’s competence. Schedule the team for training and coaching (Hi, again!) …or have them propose learning activities. Help them become leaders. Help them become expert. Lots of study and training and coaching.

As this happens, a lighthearted sense of pride and confidence will grow in your office. Synergy will improve. Staff will be engaged with the patients more and the patients themselves will also become part of the synergy.

Your practice will become well-nourished and strong, like perennial plants and trees that flower each spring.

Your patients will keep coming back.

# # #

Learn to look after your staff first — and the rest will follow.Customer service can make or break a business. If you treat your staff well, they will be happy. Happy staff are proud staff, and proud staff deliver excellent customer service, which drives business success. – Sir Richard Branson (Virgin Companies)

=====================

Chiropractic Root System and Patient Retention

*Rightnow Technologies. Download the report here. http://media.stellaservice.com/public/pdf/Customer_Experience_Impact_North_America.pdf

**http://www.gallup.com/poll/181289/majority-employees-not-engaged-despite-gains-2014.aspx

*** John Maxwell, The 5 Levels of Leadership

Chiropractic Marketing and a Staff Member Conspiracy

Posted on July 10, 2015 by Edward Petty

This is a tale of a staff member conspiracy.

It is about a hidden and quiet plan by scheming staff members.

The planning took place towards the end of 2014 in a chiropractic office next to a river. By a lake. But that is not important.

Quietly, Ann and Betty met to discuss how they were going to fix the … situation. (I changed the names, but the rest is true.)

Dr. JM is an excellent and respected doctor who has a loyal following of patients. But as much as he wanted more new patients — as he was only generating about 6 per month — he just could not bring himself to do much marketing. And this is in spite of the excellent advice and support of his faithful and expert coach and consultant (moi).

But secretly, the two ladies hatched their own private strategy. And it worked.

More new patients started to come in. In fact, on my last visit to their office, they had three new patients come in, more than they usually see in a week.

What exactly did these enterprising chiropractic assistants do? Hmmm?

Maybe you could do the same?

Yes, you can and here is what they did:

Betty, the office manager, and Ann, the front desk coordinator, got together and worked up a procedure for generating patient reviews on Google.

The office manager wrote up a procedure for patients on how to post a review on Google. Ann, who calls most of the patients “honey” and says that they are all “her” patients, can be very forward and, well, controlling. She would simply get the agreement of key patients to make a review. She then gave them the procedure that was on a slip of paper and told them to go forth and spread the word.

In time, with her friendly but insistent nudging, they would. And now, their doctor has over twenty great reviews spread out over many months. The new patient increase is coming from people calling in off of the Internet.

Everybody is a reviewer.

People buy on the Internet from reviews. This is like word-of-mouth of old, only now it is a 4 or 5 star review. In fact, Amazon, the world’s largest online retailer, uses reviews as their primary marketing tool. Once you buy something from them online, you are continually asked to post a review about what you thought.

I recently posted a review for something I purchased and found out that I have a “review rank” of 16,678,570. (But at least I earned 1 “helpful vote”, so that is nice.)

There are now many web sites that a consumer can go to review you.

Everyone is a reviewer. It is the new currency used to buy and sell products and services.

Get reviewed.

To help you, we have provided links on our blog for the following:

Article for staff on how to generate web reviews. (PDF)
Procedure sheet for patients on how to make a review on Google. (PDF)
Procedure sheet for patients on how to make a review on Facebook. (PDF)
A patient log for the staff to follow up on patients who have agreed to post a review. (PDF)

If you are an active client, you can go to our members site and download the same files as customizable WORD files. Get Reviewed info on PMAmembers.com

Start your own conspiracy to help share the successes of your services. But… get reviewed and watch the new patients come in.

The Most Cost Effective Tool You Have to Build Your Chiropractic Practice and Help Your Patients – and you probably are barely using it!

Posted on October 22, 2014 by Edward Petty

what if I told you copy

Forget about the roller tables, stretching bands, balance boards, traction devises, taping, decompression, protein powder, vibrating platforms, laser, lipo body sculpting, ultrasound, stim, tens, supplements, orthotics, etc.

Any or all of these may or may not be appropriate for your practice, but they should not be your first choice in providing a modality or ancillary service to your patients.

Think about this: what could you do for your patients, in addition to your adjustments, that would help them improve their health the most?

EDUCATE THEM

The more the patient knows about how chiropractic works – and how your services help them – the more motivated they will be in following through with their health care plan.

People don’t know about subluxations just like they really didn’t know about asbestos or cigarettes. It was a while ago but advertising was rampant on television and in print promoting cigarettes. MD’s were often used to legitimize the use of cigarettes.

Today, your patients are also being inundated with propaganda about food, drugs, and basic lifestyle choices that are not healthy, let alone not true. They are told that drugs are safe solutions for headaches, back pain, and other ailments when in many cases they are found to be poisonous. (Vioxx, Accutane, Cylert, Darvon & Darvocet, for example.) Nearly all the food they eat has various toxins, from aspartame in diet food to herbicides that linger (glyphosate, used in “Roundup” and sprayed on your kid’s schools playgrounds).

Educated patients are better equipped to keep to their treatment program and continue improving their health. Isn’t this what you want?

This is your #1 ancillary service.

#1 Marketing Tool
Educated patients are more motivated to refer those they know to you and to help you set up external events. They can become your ambassadors, field representatives and sales force. They know that someone with headaches, low back pain, or other odd symptoms may be helped by chiropractic and your services. They may be able to refer them directly, or you can help them by providing special workshops, special events, and opportunities for external programs at their place of work.

#1 Team Management Tool
All of this also applies to each of your team members as well.

We are all “numbed down” by a conventional lifestyle and a culture that is greatly manufactured by just a few large industries such as Big Pharma and Big Food that use media and government to achieve its ends.

And, frankly, we tend to take what we do for granted. Imagine a patient who had a headache for years and after your care is now pain free and can get a full night’s sleep and her relationships with her family have improved., etc. Amazing, right? But for us, pretty routine. We can end up being more concerned about billing her secondary or supplement insurance or keeping her scheduling than in just celebrating with her.

Almost anything you know about health care will be “new news” to your patients and probably many of your staff. Plus, we all tend to forget what we once knew.

What is the big difference with you from when you started chiropractic college and after you graduated (Besides debt) . THE difference was and is that you were motivated. And you were motivated because… you were educated and even more, you were enlightened. You were able to see things in people’s health conditions that you never saw before. And with all this understanding, you were now more motivated.

But in time, awareness can dim and so can motivation. New patients start dropping off, treatment plans get shorter, and the quality of staff performance erodes. The solution is to keep educating patients and team members so that they stay awake and motivated.

In other words, WAKE THE FLOCK UP!

Patient and staff education provide the best ROI of any activity you have. Modalities and extra services have many overlooked costs such as staff time to account and bill for the therapies, extra staff to apply the services, someone to take inventory of the products and to sell them, etc. Patient education is pretty much a no cost proposition. How much does a care class cost? Watching “Doctored” or “Food Inc. ” or “Bought” with your staff and then discussing it afterwards (that is very important), it is much cheaper than flying to Las Vegas.

And if you do it often and effectively, you will be able to afford that next seminar in Hawaii.

As the doctor, you are the CEO, the Chief Evangelizing Officer. I first heard this term from Guy Kawasaki, who was called this when he worked for Apple when the Macintosh was first launched in the early 80’s. Macintosh was trying to win over users from IBM computers to the Apple Macintosh.

You are creating converts to a chiropractic and natural health lifestyle.

Remember that education, both staff, patients, and your own education as well should cover not only what your services do, and how they do it, but WHY you provide these services. In fact, your emotional connection to the reason you do your services communicates the strongest.

WHAT TO DO
1. First, keep yourself aware and amazed at the innate healing power of the body and the great affects your services provide. Provide an hour or two of study for yourself each week. Just like you work IN your office, you have to work ON your office – and that includes yourself.

2. Let yourself get emotional about what the FLOCK is going on! Don’t be “correct”, well heeled and a good little domesticated “provider.” It is natural that you become somewhat “riled up” about the injustice that your patients and their family and friends experience in receiving “health care” or at the misinformation “fed” to people about healthy living.

3. Educate your team. Watch a movie with them and then have a discussion period afterwards. (The discussion is very important as it helps get everyone engaged in the process.)

4. Staff Meetings. Go over a case history or two.

5. Patient Care Class. There are many different names for this, but all patients get better, faster, and stay healthier longer if they know more about chiropractic and health. Make it a part of their treatment plan and bribe them with food!

6. Start a Lending Library and position your office as an educational facility. Even if you lose a few books or DVD’s each month, it is worth it as your patients will see that you are serious about health and health education. Give each staff member a bonus for a book report presentation at a staff meeting.

There are many ways to educate yourself, your team, and your patients. Done right, education turns into enlightenment and this will produce a greater return than many other activities you do.

# # #

Finding the Right Mix for Your Chiropractic Promotions

Posted on April 9, 2013 by Edward Petty

THE PROMOTIONAL RIVER

I sometimes receive emails and calls from chiropractors requesting a quick fix for their lack of new patients. I often wonder if they ever got the idea of symptomatic care versus corrective and wellness care.

Effective marketing requires more than just a killer advertisement or long copy reactivation letter or a spinal screening. It has been said that good marketing doesn’t depend on one promotion to get 50 new patients, but rather 50 promotions each generating one new patient.

Generating a high volume of new patients in your chiropractic office requires multiple channels of communication. Consider how a river grows – through lots of tributaries. The Mississippi starts out like a creek, but then other creeks run into it and it grows and grows.

We call this the promotional mix – the blend of different approaches you use to communicate the benefits of your services.

On the following page, we have listed just a few important categories of effective promotions for your office. Of course, there are others, but we have found that these work well and can act as a good foundation.

FOUNDATIONS OF PROMOTION

Effective promotion starts with individual and team motivation. It then should be entwined with all of your basic routines each day, from the way the phone is answered to the consultation and patient examination.

Beyond this, you can schedule specific health topics months in advance and offer them as workshops or “Awareness Weeks” where you provide a free screening exam and info.

Occasional special promotions should be scheduled, such as “Kid’s Day”, and community services should also be scheduled, such as screenings, relationship building with external referrals sources, and workshops.

Your presence on the Internet has to be constantly added to.

These are some of the main categories of your promotions, though advertising and public relations events can also occur now and then.

(larger image)

KEY PROMOTIONS

1. Motivation. You and your team’s desire to promote the benefits of your services create the energy to make your marketing work. Constantly nurture this. Start with WHY?

2. Basic Service and Chiropractic Care Procedures. This is your foundation. Marketing is embedded in the heart of all the basic duties you do every day. You should constantly review and try to improve on the marketing aspect of your procedures. Be ever more cheerful, more genuine, more caring, and giving of extra-ordinary care and service. Have “Present Time Consciousness.” It is helpful to have a checklist of these procedures to review. Little things can slip aside and go unnoticed and a checklist helps flush everything out for inspection. Work on a procedure or two every month so that you are constantly improving.

3. Special Promotions. These are promotional events that can be internal, external, or both. For example, flowers to women on Mother’s Day, a Kid’s Day, Community Appreciation Day, Anniversary Day, etc. They can be tied in with holidays, community days, parades, donation drives, etc. Most have an offer for a free service, but not all. These are IN ADDITION to the monthly education themes. Schedule these every other month or so. Promote these on the Internet and in newsletters.

4. Community Education Program (Monthly Health Themes) We have found that this program gradually builds momentum and if managed well, brings in more patient referrals, external new patients, and returning patients directly and indirectly. Here are some steps to make it successful.

a.    Select monthly themes around a condition or healthful topic. Can include headaches, kid’s health, motherhood, nutrition, cooking class, exercise, golf clinic, etc.
b.    Schedule a workshop time or “Awareness Week” (free screening exam last week of the month) at the end of each month.
c.    Customize a poster. Samples on our Members site or make up your own.
d.    Do a YouTube video on the subject the month before. Post on Facebook, web site, YouTube channel and embed in your email
e.    Send out an email notice promoting the event, with a link to the video Health Tip, testimonial, etc.
f.    Send a hard copy newsletter with testimonials mailed to some of your patient files now and then (3 months) and all files every 6 months.
g.    Posters distributed locally and as statement stuffers.
h.    Press releases can be sent to local papers/electronic calendars.
i.    Ads are an option.

5. Community Services. These are scheduled each month and include screenings, workshops and external referrals source development (MDs, businesses, DDS, auto body shops, etc.)

6. Keep The Conversation Going: Internet And Newsletter. Update your Internet presence and post new info regularly. Set a goal of how many hours it gets worked on each month, eg. 1 hr a week. You could also use a checklist (we have one on our PM&A Members site). This would include Facebook postings, YouTube, directory sites (Yelp, Healthgrades.com. etc.), and search engines (Google, Bing, etc.). And, of course, your website/blog. Add patient testimonials, photos, and health tips. Keep posting – but keep most of the info local and “newsy,” just short of gossipy. Also, send out electronic and hard copy newsletters with similar newsy content and notices for upcoming promotions, talks.

7. Public Relations and Advertising. Radio ads and print ads promoting specials events can be helpful now and then. Public relations such as press releases and donation drives can add long term good will and should be done a few times a year

3 Month Marketing Planner [Link]

Chiropractic Practice Management, Marketing, and Leadership Recorded Training Webinars

Posted on January 31, 2013 by Edward Petty

This is a list of our practice development recorded webinars.

Each is a recording of a slide show driven lecture, each filled with an abundance of practice information derived from in the field work – and plenty of slides!

Currently, you have to be active on a PM&A program. By this summer, these will be available on and individual basis for a small fee.

Chiropractic CEO Webinars

Creating your Dream Team Summary and VideoA virtual “live” interview with the doctor and staff of a true chiropractic dream team. Find out what they do to achieve high numbers, profit, and fun.

The Fast Flow Practice CEO -55 minutes webinar video and summary.
One of the biggest challenges in running and growing your business is the time it takes you away from seeing patients and from your family. We have solved this with what we call the Fast Flow Practice CEO System. A new system derived from old principles.
Management by the Numbers: 44 minutes – Summary and Video
Management is a subject that has techniques to help you go from where you are to where you want to be. Management By the Numbers (MBN) can be faster and more accurate than other forms of management, and help build staff morale and make it more self directed.

Capacity Constraints : 33 minutes – Summary and Video
Do you work hard but you just don’t get as far as you should? The reason may be that you are running into unseen bottlenecks that are choking off your production and suffocating your growth. This is the subject of Capacity Constraints.

How to Be an Effective Practice CEO Video
If you are struggling with the ups and downs of a stressful practice, or have finally “settled” into a comfort zone producing much lower than you know you are capable of, this program is for you.

Chiropractic Office Manager Webinars

Chiropractic Manager Webinar – Roles and Goals Summary, Video and Study Guide
What Are The Key Roles In Your Office? A hidden barrier in many offices has to do with confusing roles and job duties. Clear these up and see how much smoother patients and paper flow, and happier the team becomes. Small office or big health business, clarify these 8 roles and the numbers will go up.

Chiropractic Manager Webinar – Job and Performance Reviews Video
Employee reviews are often neglected, or are dreaded by employee and doctor. This webinar covers the basic steps to make them effective and positive for both doctor and employee. Approx 37 minutes.

Chiropractic Manager Webinar – Motivating Your Staff – Video Ms. Phyllis Frase shares 5 secrets to keeping yourself and your staff motivated.

Chiropractic Manager Webinar – Team Meetings Summary, Video and Study Guide. This is an overview of 8 essential actions to help you improve your meetings and make them faster, more fun, and more effective. Plus, different types of short meetings that your team can grow.

Chiropractic Manager Webinar – The Office Manager Job Description Summary, Video and Study Guide. This class covers 17 essential duties of the office manager. Both the doctor and the office manager should watch and discuss these duties.

Chiropractic Manager Webinar- How to Best to Train Your Staff Summary, Video and Study Guide This webinar covers eight tips to improve the performance of your team. Training plays a big part in team building.

Chiropractic Manager Webinar– How to Hire the Right Team Member Summary, Video and Study Guide.
This webinar covers eight priniciples for hiring the right team member from knowing when to hire, who to hire and how to hire.

Office Manager Webinar – It’s All About the Patient, the Doctor and the MISSION [Summary, Video and Study Guide]
There are procedures to help the patients and procedures that help the doctor help the patient and then there is Everything Else. Tips on how to deal with Everything Else. (30 minutes)

Office Manager Webinar- Part II – Tips and Tricks to make the office more efficient[Summary, Video]
Part II reveals tips and tricks of what an office manager can actually do in the office on a day to day basis to make things run smoother and significantly improve the volume and quality of services. (55 minutes)

Office Manager Webinar- Part I – Fundamentals of Practice Management [Summary, Video]
Part I covers the fundamentals of Practice Management (55 minutes)

Chiropractic Marketing Webinars

Innate Marketing (55 minutes) – Webinar plus Summary.
There are stories that float around every now and then about how some offices can simply “think” “New Patients” and they come in.
Are these stories an urban legend? A myth, or a fact? Can staff or doctors “concept” new patients in the door. Is this true? If so, how can you do this? 10 steps to help you generate more patient visits through “concepting.”

Chiropractic Special Promotions (55 minutes) – Webinar plus Summary.
This webinar covers different promotions by month. You will learn 2-4 different practical promotions for each month of the year. More importantly, you will learn how to organize them so that they are time effective and productive.

Patient Retention – Summary and Video
If you understand the underlying basics of patient retention your appointment book should always be full. Covered in this webinar is: Patient retention should be based on Principles – not gimmicks. Where are we you taking your patients? Why they quit? The cost of not getting them there.

Chiropractic Patient Education – Summary and Video (45 min)
We go over 7 basic strategies that cover the entire horizon of patient education and explain why it is so necessary to educate your patients if you want them to be healthier.

Infomercials. – Summary and Video .
Whatever happened to Infomercials? They’re still around and they still work. And you can do them very inexpensively. You just need to know how. This webinar will give you practical examples and include forms for you to use in producing your own amateur and informational marketing that can help you create more new patients and keep the ones you have.

Internet Marketing and Social Media. – Summary and Video . This webinar covers some fundamentals regarding social media, Facebook, and general Internet marketing. (35 minutes) (not yet posted)

The Art of Spinal Screenings. – Summary and Video . Spinal Screenings – The Queen of External Marketing. Everyone has done at least a few spinal screenings. You have probably had some success with them. But how much better could you do if you knew the fundamentals of this time tested external marketing activity? This is a three part series on spinal screenings. This session we will review the most fundamental principles of screenings. Get these, and all else will follow.(45 minutes)

Scheduling Screenings and other External Events – Summary and Video . How to Schedule External Events And Create External Referral Sources. Types of events, Outcomes, Purpose. How to plan the events and get them scheduled.(30 minutes)

Marketing Tips: Earth Day, Spring Promotions, and other Tips – Summary and Video This webinar covers: Powerful internal marketing script, Report of findings referral procedure, upcoming spring promotions, with special attention to utilizing Earth Day as an opportunity to promote your services.

Short Overview of Chiropractic Marketing Management with Some Marketing Tips – Summary and Video This is a short version of marketing management and some tips for the upcoming months. What are the three levels of marketing? What part does communication have in your marketing? How to engage your patients in your marketing efforts. Upcoming special promotions. (30 minutes)

Marketing Management, Part I and Part II – This is the longer version of how to manage your marketing, and why.

Chiropractic Marketing Management – Session I – Summary and Video The Why, What and How of Marketing. Getting your Marketing off the Ground. (55 minutes)

Chiropractic Marketing Management – Session II – Summary and Video Specific Marketing Manager Duties – Your Job Description. General Overview of the Most Effective Marketing Procedures in Each of the 11 Marketing Categories (55 minutes)

10 Strategies for Improving Patient Retention

Posted on September 13, 2012 by Edward Petty

In our recent webinar on patient retention, we reviewed basic procedures that can be used to decrease patient drop outs.

More significantly, we looked at a new or model for practice retention that many businesses are now using successfully.

If your visit average is less than 60, then you can benefit from the material we covered.

The old approach to patient retention is focused around patient control procedures designed to “plug up” the “leaky bucket.” These still work and we covered some of the more effective procedures.

But this approach tends to address the symptoms more than the causes. A more effective approach is focuses on teamwork.

Patients, like customers, want two things: results and a “good feeling.” The “good feeling” is a product of how much each doctor and staff member genuinely cares about that patient at the time he or she is interacting with that patient. Patients will even tend to stay with a doctor and a practice if their results are not satisfying IF the service is extraordinary.

An effective method of improving patient retention includes role playing the “moments of truth” each team member has with patients. These include phone and walk-in greetings from the front desk, patient encounters with the doctor, therapist, and with the billing department for financial consultations.

Here are ten strategies you can put into place to keep your chiropractic patients coming back.

10 Strategies To Improve Patient Retention

__1. Love The Services You Provide. If you don’t love what you do, how can you expect your patients to? People buy based upon confidence – and if don’t have faith, confidence and love for your services, your patients won’t either and they won’t come back. (They won’t refer either.)

__2. Love Your Patients. People can tell if you are being real, or just reading a script. You see it when you go to the chain stores and the checkout clerk says “hello”, or “have a nice day.” They say the words, but it isn’t genuine. They just don’t care. Practice and improve these “moments of truth.”

__3. Their Goals. Be goal oriented with your patients. Get them to set and commit to a goal for improving their health. Keep them recommitting.

__4. Coaching Patients. Once you have their commitment, you now can use your patient control techniques. The webinar included a short presentation on an effective patient recall system used many years by Linda Skiles, former Chiropractic Assistant of the year in WI. The forms discussed in the webinar are located on our PM&A members site.

__5. Education to Make Your Patients Self-Motivated. Would you as a chiropractor, or experienced chiropractic team member, stop getting adjusted? Of course not. And why not? Because you know it how important adjustments are to maintaining your health. You have been educated.

__6. Help With Finances. Third party pay is confusing. Financial concerns can be embarrassing for your patients. Providing friendly and easy access to personal help in working out paying for their services can assist keeping your patients coming back.

__7. Stand for Something. Your mission has to extend beyond relieving pain, just like Apple goes beyond computers or Starbucks beyond coffee. If you honestly embrace a greater purpose, your patients will see why you do what you do, not just how you do it. They will want to support that purpose as well by getting adjusted regularly

__8. Family. People like to belong to communities. We like to have friends. Some offices call their patients “Practice Members”, while others have “wellness clubs”, and advisory committees. However you do it, your patients should feel like they are part of your inside circle.

__9. Measure, review, improve. Constantly work on improving your service. That which you don’t improve upon eventually atrophies.

__10. Take care of each other. We spent a lot of time on this one, but need to spend more. One of our webinars later this year will zero in on how this action helps create a winning team.

As it turns out, the way you treat each other is the way you will treat your patients.

The webinar is located on our PM&A members site now. PM&A Members: Marketing Training/ Patient Retention

[Download version of this file for your staff meetings and reference: 10 Strategies for Patient Retention. ]

Let the Lorax (a Dr. Seuss character) Help You to Motivate Your Chiropractic Patients to Refer Their Family and Friends.

Posted on April 3, 2012 by Edward Petty

Plan a Dr. Seuss Kid’s Day and motivate the parents with this quote:To download a tent poster for your office (in pdf format): LINK

The Lorax is a Dr. Seuss children’s book that was made into a movie in 2012. (more info: Wiki)

Your Chiropractic Root System and Patient Retention, Referrals, and ROI

Posted on October 3, 2011 by Edward Petty

Updated: April 2016

When people go to the grocery store for produce they are mostly just interested in their plump cucumbers, zucchinis, or other vegetables. They don’t much care about the garden that actually produced these nutritious wonders of nature.

But a lot of work goes into a well managed garden. If you don’t take good care of your garden, you won’t have its fruits and vegetables. It’s that simple. And a good part of a garden takes place underground in a network of roots. Roots provide water and minerals to the plant, and keep it in place when the wind blows. The top part of the plant, its stem, can get mowed under by a lawn mower (I have done this) and the plant comes back to life – because of its strong root structure.

Your office is kind of like a garden.

It produces healthier people. You take care of your team, polish up your systems, do some training, and you will continue to have a productive “health garden” that produces healthier people.

And the roots?

In this analogy, the root system is the loyalty and good will of your patients. Here’s how:

Many offices struggle to get new patients. Even offices that have been in business for years and years.

Why? No roots.

If some doctors spent the same time and attention – and money, on giving extra care and service to their existing patients as they did on trying to hustle up new patients, they would have more patient visits than they would know what to do with.

Why? First, because the service and care was SO extraordinary, patients would refer their family and acquaintances because they would want them to receive similar treatment as they had.

But more obviously, existing patients would never drop out of care. (Some would, of course.) They would continue to come back for wellness visits. How busy would your office be now if all the new patients you ever started still came in for services? You couldn’t handle…there would just be too many patients!

Over the years, there have been many studies to support the fact that it is more expensive to chase after new patients than it is to keep the ones you have.

“A common rule of thumb is that the marketing costs of landing a new customer runs three to five times the costs of retaining an old one.” (Total Customer Service, Davidow)

Some articles talk about it costing 10 times the amount to get a new customer as to keep the ones you have.

I am all for getting new patients, but do you also keep your existing patients? And do they refer family and friends and work associates? And why do your patients leave? An interesting survey pointed out that most companies believed it was because of price, or that the needs of the customer changed. However, from the point of view of the customer, they left because of poor service. (The Loyalty Connection: Secrets To Customer Retention And Increased Profits By Bob Thompson, CEO, CustomerThink Corporation Founder, CRMGuru.com, March 2005)

There are a number of procedures to improve your services to patients – to help generate stronger and more productive “roots”, or healthy patient relationships. Let’s focus on the most fundamental: Communication. To put it more accurately, let’s call it “conversation.”

BEGINNING THE CONVERSATION

A conversation is a dialogue, a giving and receiving of communication back and forth. It is an interactive exchange of thoughts. It shows that you respect the other person and that you are interested in them and what they have to say.

Many patient conversations are one-way, from the staff and doctor to the patient. They are also rote, robotic, and too scripted to be genuine. Do an audio recording of how the front desk answers the phone or how you do a consultation and you might be able to see room for improvement.

The conversation usually starts with the first phone call. Does the prospective patient feel that the front desk is listening – really? Is she interested, or just reading her script and trying to get to her next task and hang up the phone? Does she introduce herself and show interest and even gratitude for the call?

It is these little things that make such a big difference. Think about how you like to be treated when you contact a business…

In the consultation, do you really listen and seek to understand the patient, even though it is like the 5 millionth time you heard about someone’s low back pain?

In your report, do you have a conversation with the patient, or do you just rehearse your script to the patient while they are nodding in appeasement?

You see so many patients… and have so many tasks… that real conversations are too often sidelined. You don’t have much time, usually. But in the time that you do have, you have to be present. You have to be THERE, with all of your attention on the patient, and not on your next task. That moment with that one patient will never happen again. It is its own time that just you and that person share. The Japanese have a saying for this: “Ichego Iche.” One time, one moment. This is a plaque that is often found in tea rooms in Japan.

You have started to create a relationship. Now, you have to continue to nurture it. This is done by continuing the conversation – and of course, great clinical and administrative service and care.

With each patient encounter, you have to be interested, attempting to understand and then get understood. Improve this and you are well on your way to better patient retention and referrals.

CONTINUING THE CONVERSATION

But when your patients are not with you, you have to find ways to continue the conversation.

How?

Your Newsletter.
You can easily set up an email newsletter with an a provider such as Constant Contact or Mailchimp. Send these out monthly or even twice per month. The most important aspect of these letters is to keep them real, personal, as if you were writing to a friend. It could simply be a few paragraphs from the doctor relating a recent case success, or a home health tip. You can also include patient testimonials and a review of a recipe.

But we are inundated each day with hundreds of emails so keep in mind that old fashion snail mail still works, and in fact, works better. It does cost, of course, but the return on investment makes it worth it. A hard copy newsletter will have “shelf life,” and can be read and reread. Most emails are overlooked -there are just too many of them. Send out a hard copy newsletter every 4-6 months. It can even just be a one page foldover, self-mailer.

Other Mail.
Cards are very considerate. Just think about the few you receive. You may still have them! A system can be set up to send out birthday cards, welcome cards, humorous reactivation cards, bereavement cards, and congratulation on starting your “wellness program” cards, as well as other cards each month. These all help keep the conversation going.

Social Media.
Facebook is your primary social media with your patients. This can be similar to your newsletter. Like email, it has become glutted with ads and “content” information. Ask your patients to “LIKE” your page so that they can stay in touch with the office and receive new information about health and upcoming office events. Some offices even hold special contests only for their Facebook “friends.” Then, post regularly fun and education information. For example:

“Our patient, Burt, just got accepted back into his hockey league thanks to chiropractic. Here is a photo of Burt and Dr. Smith and his new puppy eating apple pie made by Rose, a long time patient who can’t stop bringing us apple pies!” (Of course always get patient approval to post their picture.)

Upload patient testimonials, in writing or even videos. If they are interesting, other patients can comment, or even share. And if anyone does comment, make sure that you comment back.

Delegate these types of communication to your team, but you have to be the one to ensure that the conversation continues.

If you have good roots, there is nothing to fear. Insurance reimbursement can decrease even more, the economy can decline, staff changes can occur, but if you have taken good care of your patients, they will take good care of you. Conversations with your patients will help nurture a strong “root system” that will keep your office productive, no matter the storms that may come.

SUMMARY – TAKE AWAY:

When the patient is on the phone or in the office:

Be present and attentive. (Present Time Consciousness “PTC” as Jimmy Parker would say.) Be genuinely interested.
Seek to understand the patient.
Get your point understood and have a conversation.

When the patient is out of the office – continue the conversation:

Snail mail real newsletters and cards mailed.
Emailed newsletters.
Get Facebook “fans” and post local/personal news.

Chiropractic Marketing Tips for The Holidays And The Start of the New Year

Posted on December 2, 2009 by Edward Petty

Due to popular demand, I am posting notes from our October teleclass on marketing over the Holidays.

Teleclass Outline with Ed Petty — Notes

All marketing is broken down to:

1. Procedures. These are either special, one time events, or standard recurring. Some have the purpose of immediate results (direct marketing), some more long term (indirect marketing).

2. Motivation. Desire. Wanting to implement these procedures. (Discipline.)

3. Marketing management. Review, Planning, Implementation.

Motivation: You are listening (or reading this) so you are motivated. But you have to get others motivated as well. You have to get and stay inspired. It is Ok to be a cheerleader. What’s wrong with a little cheer? And the more you cheer.. the more you find to cheer about!

The Marketing Manager System:

Meeting weekly: Review/make plans/Implement (assign steps/dates)
Who is responsible and responsible for what
Calendar Special Promotions/Events
Checklist of Recurring Procedures/Events

Procedures: Special events/promotions

NOVEMBER

Holiday Turkeys (Care to Share) (Ham for Christmas)
Donation Programs: Shelters, Toys for Tots, Coats for Kids, Food for Families
Scheduling Patients over the Holidays. (Plan ahead so they keep up with their care.)

DECEMBER

GNO (Girls Night Out/ Shop Before You Drop)
Gift coupons
Saturday with Santa
Poinsettias (with gift coupons)
Planning, training – sharpen the saw.
Do scheduling for new year: “Flexibility Screenings” with gyms, lunch and Learns with businesses
Gifts for Allies and those who referred: Box of nuts, organic flowers, cups, pens, caps, t-shirts. Cards.

JANUARY

Lending Library: Supersize Me, Fast Food Nation, King Corn, Sugar Blues, Food Inc. End of Overeating
Workshop on Nutrition and Fitness
Annual Reactivation Program
External Workshops, Screenings, and networking

FEB

Doctor’s With A Heart Donation Program
Have a Heart – Oklahaven Children’s Chiropractic Center – link
Valentine’s Gift Coupons

MARCH

Leprechaun Appreciation Day (Kid’s Day) link

Procedures: Recurring

Community Education: Talks or Awareness Weeks

Nov: Flu
Jan Feb Food, Supplements/ Fast food Series — With a Dietitian and a trainer. February: Heart Heath- blood pressure
March: Headache Awareness Week

Communication Channels

Newsletter
Email Newsletters – NEW SERVICE FOR 2010 – We will do this for all clients on Standard Management Programs or higher.
Press Releases
Ads on other special newsletters: Chamber of Commerce, YMCA, Church Bulletins
Web site/Face Book – Fan /LinkedIn

Internal Recurring:

Morning case management meetings – (include a joke.)
Staff meetings
Patient Success Stories, Upbeat Atmosphere: Take a “vibe check”: too seriousness or pleasant can welcoming atmosphere. Where’s the party?
Spinal Care Class
Whiteboard
Brochures
Staff education
WOC (Whip out card)
Mission

Observations

observations from our travels in the world of chiropractic

Category Archives: patient referrals