Thank you for your purchase of The Rich Doctor’s ROF and The Ultimate Patient Recall & Reactivation Protocol!

 (Please be patient…. there is a lot of great information here so it takes a minute or so for it to load!)

 

PLEASE NOTE: If you are accessing this page you have purchased 2 products for one special price. For your convenience, both programs are on this one page so please allow some time for everything to load.

The first training will be The Rich Doctor’s ROF  followed by The Ultimate Patient Recall & Reactivation Protocol just below it. 

If you have purchased any of the additional products listed below you will also be able to access them here:

 

Making Money with Massage
Program

 

The Practice Building Patient Appreciation Day

 

Email Marketing Made Simple

 

 

THE RICH DOCTOR’S ROF

 

We call this program The Rich Doctor’s ROF because it has been an income ‘game changer’ for so many clinics and chiropractors. Whether you need to revitalize your current protocols or implement a Day 1/Day 2 system for the first time, this program will help.

 

The goal behind creating it is to get more patients accepting care, more patients staying on their treatment plans, more patients getting the chiropractic our society desperately needs and of course significantly elevating your clinic’s income per month.

 

Keep in mind that what you are going to learn is not created out of thin air. It is what Dr. Troy Counselman and I have trained doctors to do, including associates in our own clinics, and used ourselves with great success.

 

Let’s get started. This program is broken up into 3 sections:

 

1. DAY 1 (Consultation & Examination): This will take you from when you first say hello to the patient all the way through the Consult, Exam and releasing them from the first visit to get rescheduled for their Report of Findings.

 

2. DAY 2 (Report of Findings): In this section we will focus on delivering a Report of Findings to the patient that secures their commitment to improving their health.

 

3. DAY 2 (Financial part of the Report of Findings): Because discussing finances is such an important part of the Report of Findings, it has been separated from the Report of Findings section so that you can spend some time just learning and role playing this part.

 

Here’s what is included and a Plan to Follow:

 

*There is a ton of information here. That is why scripts are included in the reference materials and full transcripts of the videos. This will allow you to ‘cut to the chase’ on much of this material after you have gone through it initially.

 

Read this First: This Important Points PDF will help you get in the right frame of mind to be successful with your Day 1/Day 2. Please read it first.

 

READ THIS FIRST!  <=== Click This Link

 

The Videos: Watch each one. Grab a coffee and sit back and just listen. Study this information so you don’t miss valuable steps and get it done right the first time. Whether you are using this program to improve your current protocols or intend to follow it to a tee and start over is up to you. It will improve your success with new patients either way.

 

 

Day 1: Consultation & Examination
Videos

 

Video1 (13minutes) Introduction

 

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Video2 (23 minutes) Consultation

 

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Video3 (7 minutes) Examination

 

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Video4 (5 minutes) Releasing Patient from First Visit

 

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Video5 (5 minutes) Summary of the Consult and Exam

 

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Day 2: Report of Findings

 

 

Video 1 (6 minutes) Introduction

 

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Video 2 (8 minutes) Preparing the Room and your Mind

 

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Video3 (9 minutes) Telling the Patient what is Wrong

 

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Video 4 (8 minutes) Telling the Patient IF and HOW you can Help

 

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Video 5 (21 minutes) Telling the Patient How Long it will Take

 

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Video 6 (12 minutes) Telling the Patient How Much it will Cost

 

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Video 7 (9 minutes) 5 Secret Add-Ons that Increase Treatment Plan Acceptance

 

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Video 8 (6 minutes) Factors Leading to Low Case Acceptance

 

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Video 9 (13 minutes) Summary of the Report of Findings

 

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Day 2: Report of Findings (Financial)

 

 

Video 1 (7 minutes) Introduction to the Financial part of the Report of Findings (FROF)

 

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Video 2 (11minutes) Traditional Options for Paying for Care

 

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Video 3 (21 minutes) Pre-payment for Care Options

 

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Video 4 (Not completed) Additional Creative Pre-Payment for Care Options

 

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Video 5 (10 minutes) Handling Concerns to Cost of Care and a Summary of the FROF

 

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Transcripts

 

 

The Transcripts: After you watch the videos, print out the transcripts (they are fully edited and follow right along with the series of videos, complete with pictures of the slides so you can easily stay on track). Hi-lite and mark them up so you know what applies to your practice, what you need to work on and also doing this will help you internalize it much faster.

 

From there…start meeting with staff or another doctor so you can review and role play. That is the ONLY way you will get good at this.

 

Consultation & Examination Transcript

 

Report of Findings Transcript

 

Report of Findings (financial part) Transcript

 

 

Reference Materials

 

Reference Materials: There is reference materials included that are specifically named and created so you can open and understand how to use each one. Some are also reviewed in the videos to further explain their purpose.

 

As you open each document, you will notice that on many there is a heading at the top in red to give you more info about the document. If it is marketing materials or something you need to use, simply delete the red text, modify it to fit your clinic and you should be ready to go. Note: We have created these reference materials in 2002 Word format to ensure that even the person with an older version of Microsoft can open it.

 

Consultation & Examination Reference Materials

 

Report of Findings Reference Materials

 

Report of Findings (financial part) Reference Materials

 

 

Bonus

 

BONUS! As a free bonus you have been provided a module called the Doctor’s Daily Retention and Referral System. This section provides you skills and approaches that will help retain patients on their prescribed plan of care and stimulate referrals of their friends and family.

 

Video 1 (10 minutes) Introduction

 

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Video 2 (9 minutes) How to Align Patient Goals with Doctor Goals for Treatment

 

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Video 3 (40 minutes) 11 Essential Patient Retention and Referral Skills

 

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Transcript

 

Reference Materials

 

Secret to Success: Whether you completely start over with your Consultation and Report of Findings or just modify it slightly based on the protocols and scripting learned in this program, the key to success is that you must role play these scenarios with your staff or other local chiropractor. The more you role play the better you and your staff will do at being successful with this.

 

Important Reminder: While I mentioned it in the Report of Findings-Financial video 4, I neglected to give you the phone number for PaySimple. To get the 50% off the first 2 months of service with PaySimple, you will need to contact Steve Troxell. His phone number is 1-800-466-0992. It’s already an inexpensive service but we worked this out for you so that you can try it for a couple of months for even less expense. Steve is my personal contact at this company and not only works with a lot of chiropractors but always gets back to you quickly.

 

Recommended Reading:

 

Pitch Anything – Oren Klaff (This book will have a big impact on your case acceptance and follow through)
The Irresistible Offer – Mark Joyner
Influence – Robert Cialdini
Think and Grow Rich – Napoleon Hill (While this book will not have a direct impact on the proficiency and effectiveness of your Consult and ROF delivery, it is an important book for shaping your general mindset towards one of wealth and deservingness)

 

 

 

 

THE ULTIMATE PATIENT RECALL & REACTIVATION PROTOCOL

 

 

Losing track of patients that cancel or no-show for appointments is one of the biggest patient volume killers there is. The reality is that if you do not have a system to ensure these patients are followed up with and are never allowed to slip through the cracks then you will have to work twice as hard to get more new patients in the door to make up for it.

 

As long as your treatment is good (notice I didn’t say ‘great’ but ‘good’) and your customer services is great (notice I said ‘great’ not ‘good’), there is no reason your existing patients will not respond to the recall and reactivation efforts I am outlining in this training protocol.

 

Please note that you will need to modify how you use this protocol slightly based on whether you use paper charts or EHR (electronic health records) software. The Patient Recall and Reactivation Protocol will work for your clinic regardless; however, I want you to be aware of this prior to listening to videos and getting this protocol sparked into action. The key is to understand the concept and steps and then to make those fit your particular clinic. I have trained docs and staff on this system with clinics that are totally paperless all the way to clinics that use a scheduling book and check box travel cards. It works no matter what.

 

The Protocol: This protocol is broken down into a Recall section and a Reactivation section. Each of those is broken down into multiple smaller videos to make it easier to digest for you and staff. Just so you are clear on how I am defining Patient Recall Protocol and Patient Reactivation Protocol, let’s take a look at them:

 

Patient Recall Protocol: The systematic process of following up with a patient once they no longer have an appointment on your schedule for any reason. The most common reasons a patient will not have an appointment is because they either no-showed for an appointment and did not call to reschedule or they did call to cancel but would not reschedule for any number of reasons. An effective Recall System should…

 

1) Help the front office know the status of that patient so they are never ‘lost’

2) Provide the front office a system to get the patient back on the schedule

 

Patient Reactivation Protocol: Once a patient has been processed through the Recall System without successfully being rescheduled as an active patient, it’s time to transfer them to the Reactivation System for a new follow up protocol with the end result being that either the patient is…

 

1) Made active again OR

2) Their chart (paper or electronic) is ‘archive

 

The Videos: Watch each one first – either on your own or with the staff. There is nothing in here that the staff cannot hear right along with the doctor. Of course there may be parts you modify to fit your clinic or practice business model but first learn this as it is presented and then make the small changes required.

 

 

Patient Recall System

 

Video 1 (9 minutes)

 

Introduction: How and When to use the Recall System

 

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Video 2 (10 minutes)

 

Patient Follow up and the Transfer Protocol

 

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Video 3 (6 minutes)

 

The Calling Scripts: Handling Concerns and Questions

 

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Video 4 (8 minutes)

 

Recall System Demonstration on a Schedule

 

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Patient Reactivation System

 

Video 5 (8 minutes)

 

Introduction and Overview: Transferring the patient from Recall to Reactivation

 

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Video 6 (17 minutes)

 

3 Month Protocol

 

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Video 7 (5 minutes)

 

Follow Up Strategies

 

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Video 8 (4 minutes)

 

6 Month Protocol

 

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Video 9 (4 minutes)

 

Summary: Getting Good

 

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The Transcripts: After you watch the videos, print out the transcripts (they are fully edited and follow right along with the two series of videos, complete with pictures of the slides so you can easily stay on track) and hi-lite and mark them up. This will help you denote the area you want to focus on.

 

As you go through the transcripts, mark or hi-lite the areas that pertain to your staff and the areas that pertain to you and your staff. And then schedule a time for them to read or watch the videos on the areas that pertain to them so they know how this all works.

 

From there…start meeting with staff (either separately or together) so you can review and role play. That is the ONLY way everyone will get good at this.

 

Patient Recall System Transcript

 

Patient Reactivation System Transcript

 

Reference Materials: There are reference materials included that are specifically named and created so you can open and understand how to use each one. Some are also reviewed in the videos to further explain their purpose.

 

Starting with the Adding Massage for Mega-Profits reference materials file, open each document. On most there is a heading at the top in red to give you more info about the document. If it is marketing materials or something you need to use, simply delete the red text, modify it to fit your clinic and you should be ready to go.

 

Patient Recall System Reference Materials

Responses to Scheduling; Objections
Patient Recall Protocol Summary

 

Patient Reactivation System Reference Materials

Reactivation Phone Scripts
Responses to Scheduling; Objections
Goodbye Letter
Reactivation Letter; Unhappy Patient

 

Bonus Section: As a free bonus, I have included a section out of Patients to Profits (that I refer to in Video 7) called The Power of Plastic. It gives more details on creating and using a plastic ‘credit card’ to market your practice in various ways.

 

I recommend watching the Patient Reactivation videos above prior to delving into this bonus section. Then watch this section and then you can explore the MAPs below for some more implementation ideas and uses for the ‘credit card.’

 

The Power of Plastic Video

 

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The Power of Plastic Transcript

 

The Power of Plastic Reference Materials

 

Example of Clinic Credit Card (Front)

Example of Clinic Credit Card (Back)

 

Marketing Action Plans (MAPs): As a free bonus you have been provided 3 step by step MAPs for Patient Reactivation campaigns. MAPs are essentially quick reference step by step cheat sheets that allow you and a staff member to cut through all the lengthy explanation and reasoning behind the campaign or protocol and instead get right into the action steps.

 

MAP 1 is essentially a recap summary and quick reference cheat sheet for the more in depth credit card reactivation discussed in Video 7 above.

 

MAPs 2 and 3 are not covered in the above videos and are completely different reactivation protocols you can use at various times of the year as a way to reach out to those inactive patients.

 

MAP 1: Clinic Credit Card for Reactivation Protocol

MAP 2: Visit Update with Reactivation Protocol

MAP 3: Patient Survey for Reactivation Protocol

 

Secret to Success: Whether it is for internal marketing such as promotional patients coming in, or external marketing, you must role play these scenarios with your staff. The more you role play the scripting and process or protocols the better you and the staff will do at being successful with this.

 

Also, The Ultimate Patient Recall and Reactivation Protocol  and Rich Doctor’s ROF are just two of over 50 business and marketing programs we teach in the full version of the Patients to Profits (www.PatientsToProfits.com ). And because you purchased this you have the opportunity to purchase this complete program at $299 off the retail price. If you have interest just shoot me an email and I will answer your questions or give you the purchase page where you can sign up. You can also visit our main website and blog at www.successfulchiro.com to learn more and get great free marketing and business information.

 

If you have questions for us, any technical difficulties or if you need to contact us for any reason, use this email: info@patientstoprofits.com. We are here to help.

 

Disclaimer: Everything you will read or listen to is within the guidelines of what we believe is legal and acceptable in all states within the United States at the time of creating the program. If you are unsure if something we recommend is legal within your state or country OR are unsure if it is acceptable for any insurance you are billing and/or contracted with, check with your state board, attorney or the insurance carriers first. By purchasing and implementing anything we teach you are holding us harmless of any liability for anything we recommend or you implement based on our program. Do your homework. OK….I feel better.