Create a Patient Experience to Boost Retention & Referrals

Attracting new patients is expensive. Keeping the ones you already have—and turning them into loyal advocates—is where lasting profitability lies.

This Premium Resource equips you with a structured audit to evaluate and strengthen every part of your patient experience. You’ll uncover gaps, build systems, and create the kind of high-touch environment that keeps patients returning, renewing, and referring.

Inside, you’ll find:

• Referral Strategy Check: See how many of your patients come from word of mouth and where your system can improve.
• Reactivation Plan: Establish processes for bringing inactive patients back into care.
• Renewal Systems: Audit loyalty and membership programs to ensure recurring revenue.
• Retention Experience: Score your current systems across 10 patient “stickiness” factors and define next steps.

Includes a fillable + printable Patient Retention Strategies Audit so you can use it as both a leadership tool and a private diagnostic.