Referrals, Retention and Reactivation

Speakers in this session...

• 

  Lori Allen

  

  Lori Allen BS, MBA

  • Profitable Practice Strategies

  • Phone: 412-901-7436
  • Email: lallen@loriwallen.com

  Hi, I’m Lori Allen

  As founder and president of Profitable Practice Strategies, over the last 30 plus years I have had the pleasure of consulting for an upwards of 300 practices, making a significant contribution to their financial health and patient outcome.

  I ensure long-term sustainable growth and overall profitability for my clients through training, stressing efficiency, effectiveness and profitability through proven systems.   I host over 100 virtual trainings, individualized sessions, seminars, and boot camps a year, as well as three advanced administrative workshops specializing in effective management and marketing excellence.  In order to deliver personalized and consistent education, I have develop a number of specific training modules: The Efficient, Effective, and Profitable Front Desk; Patient Care Coordinator and Exceptional Customer Service; and Business Development.

  I cater to a broad spectrum of educational needs and goals through On-site consults, Virtual consults, Boot Camps, Seminars, Videos, and Virtual Online Modules.

  I am honored and excited to be back at FCA to exchange ideas and drive chiropractic wellness to the next level and beyond.

  Come see me on the floor at Booth T8 even better attend one of my sessions.

  Thanks, Lori

  Sessions...

  Run Your Practice with Efficiency, Effectiveness and Profitability, in Today’s Culture

  Regional Event: national

  Start Date: 08/19/2023 3:20 pm

  End Date: 08/19/2023 5:00 pm

  Location: Celebration 9-10

  Session details

  Sponsored by: Profitable Practice Strategies

  After completing Lori Allen’s training, you will have learned the necessary steps to build your practice to a higher and more stable level. The culture and market may have changed post the pandemic; however, the basic standard still applies. The tools to run your practice Efficiently, Effectively and Profitably are shared and explained. You and your staff hold the keys to implementation and execution. These building blocks are crucial for your practice growth and your patient outcomes.

  Learning Objectives:

  1. The Standardization of all Processes for both Clinical and Administrative These basic standards are the foundation of growth and stability. Once in place they must remain in place and reviewed quarterly.
  2. Effective Communication. This area is where major challenges arise. We will approach from a three-prong approach. First the style of communication being Proactive. This means the patient is guided and led based on needs Second, communication between team members is critical. Morning huddles are imperative as well as the types of additional meetings and frequency. Third and most importantly is  patient education to ensure  agreement, understanding and commitment thus a positive outcome.
  3. Accountability runs up and down the ‘chain of command.’ It must always be in the forefront in any activities conducted in your practice. From the individual to the team, to the manager/owner. Acknowledge, Own, Plan and Execute
  4. Statistical Tracking and Analysis. Learn how the power of statistics contributes to the success of the practice. Each staff member must know, own, maintain, and report their stats. It’s your road map.
  5. Strong Team with A Positive Attitude. Well-staffed, with the Right Personalities & Skills Set
  6. Expansion Mind Set. All staff members must be of the growth and expansion mindset. Marketing is not an island by itself. Let’s grow your practice from the inside out.

  Referrals, Retention and Reactivation

  Regional Event: national

  Start Date: 08/18/2023 10:20 am

  End Date: 08/18/2023 12:00 pm

  Location: Bayhill 17-18

  Session details

  This training is presented in 2 sessions.

  Session 1:

  Start Date: 08/18/2023 10:20 am

  End Date: 08/18/2023 12:00 pm

  Location: Bayhill 17-18

  Session 2:

  Start Date: 08/18/2023 1:00 pm

  End Date: 08/18/2023 2:40 pm

  Location: Bayhill 17-18

  After completing Lori Allen’s Referrals, Retention and Reactivation – (Part 1 and Part2) training, you will have learned the necessary steps to retain your patients, when/how to ask for referrals and steps to stay in touch with past patients on a regular schedule. Any of these systems/protocols can be quickly implemented in your practice to increase volume and improve the wellness of your patient base.

  Learning Objectives:

  Referrals

  In the referral training you will learn the perfect time to ask for the referral. How to approach the subject and what verbiage works best. Examples of preferred patient programs. The five steps to a successful referral program!

  Retention

  There are tons of information available about how to attract new patients to your medical practice, but little thought is given to patient retention. What most professionals do not seem to realize is that retaining a patient requires less time and money than acquiring a new one. We will learn a powerful Recall/Reschedule program.

  Reactivation

  You work long and hard to acquire new patients through you front door. Don’t let them just slip away to oblivion. Reach out and let them know you are still interested in their well-being. Set your schedule to regularly communicate with these individuals keeping your practice in their line of vision. You will learn how to set up your reactivation calendar, who to reach out to and when to reach out. When you complete this training, we hope you will agree that once you start a  reactivation protocol you never stop.

  Referrals, Retention and Reactivation

  Regional Event: national

  Start Date: 08/18/2023 1:00 pm

  End Date: 08/18/2023 2:40 pm

  Location: Bayhill 17-18

  Session details

  Sponsored by: Profitable Practice Strategies