Patient Retention Assessment
Discover where your clinic may be losing patients across referral, intake, first appointment, and ongoing care.
- Takes about 20–30 minutes — no obligation
- Your information stays private and is never sold
- Focused on workflows and outcomes, not sales pressure
Assessment coverage
What we review- Referral-to-intake workflow
- Intake completion
- First-appointment conversion
- No-show and cancellation procedures
- Follow-up after missed appointments
- Patients without future appointments
- Manual administrative bottlenecks
- Current EHR, scheduling, and communication tools
What’s included
What your assessment covers.
A structured conversation about how patients move through your clinic — and where they quietly fall out of the process.
Workflow audit
We review key touchpoints across your patient journey to identify friction and drop-off opportunities.
Referral-to-visit funnel review
We look at how referred patients move from first contact to a completed first appointment.
No-show and follow-up analysis
We review no-show patterns and follow-up procedures to uncover missed re-engagement opportunities.
Current software environment
We discuss the EHR, scheduling, and communication tools your team relies on today.
What you’ll receive
Workflow summary
A clear picture of how patients move from referral through ongoing care today.
Drop-off observations
Where patients appear to be falling out of the process — and why.
Priority improvement opportunities
The highest-impact changes your team could act on first.
Recommended metrics
Simple measures to track retention progress over time.
Suggested pilot workflow
A focused starting point if a pilot makes sense for your clinic.
The introductory conversation takes about 20–30 minutes. There is no obligation, and any cost or additional work is discussed before your clinic commits to anything.
Book your demo
Tell us a little about your clinic and we’ll follow up to schedule your session. No obligation, just insights.
We respect your privacy. Your information is used only to respond to this request.
Our simple process
From first conversation to clear next steps.
- 1
Schedule
Pick a time that works for your team — it takes less than two minutes.
- 2
Review
We walk through how referrals, intake, scheduling, and follow-up work today.
- 3
Recommendations
We share observations and priority opportunities based on what we learn.
- 4
Next steps
We discuss whether continued work or a pilot makes sense for your clinic.
FAQ
Frequently asked questions
The initial conversation is designed to take approximately 20–30 minutes. Additional workflow review may be scheduled depending on the clinic’s needs.
Only general operational information — how referrals, intake, scheduling, no-shows, and follow-up work today, and which software your clinic uses. Please do not share patient information.
During our early clinic-partnership phase, qualifying behavioral-health organizations may be offered a complimentary introductory assessment. Any cost or additional work will be discussed before the clinic commits.
Whoever knows your intake and follow-up workflow best — often a practice manager, operations lead, or front-desk supervisor. Owners and clinical directors are welcome too.