Patient Retention Strategies - Doing the Math

In the last article we talked about the importanceWhen you do sell your practice, you will discover
of customer service on dealing with patients,something very interesting. The equity - the real
particularly new patients. We talked about thevalue of your practice is to be found in the
importance of making a good impression to startpatient files. It is in the projected revenue stream
the relationship off on the right foot.from patient care that your buyer will receive. It
I think it is very helpful to look at businessesis not in the value of the equipment, unless you
other than medical practice as a source for goodhave equipment that costs in the millions of
practice-building ideas. All businesses have thedollars, such as an imaging center. Typically
same challenges - finding good customers,purchasers of practices look to heavily discount
retaining them longer, selling them more of thehard assets anyway to leverage their way in to
services and products they need, delivering on thethe deal.
promise to the customer, providing excellentThe value of your practice is "goodwill" value
customer service and getting referrals. Why notpredominantly, meaning what is the likelihood that
learn from all the hard work and research that isnew buyer can get the same revenue stream out
going on all around us in the business word?of the existing patients. How do you calculate
The dry cleaning industry provides a verythat? Well the calculations can get pretty complex.
instructive lesson when it comes to dealing withOn our website, coaching members get access to
new patients, clients or customers. Have youthe formula that Purdue University developed in
ever seen the coupons sent out by dry cleaners?conjunction with the IRS for valuing businesses
They offer incredible discounts - 2 for 1, 3 for 1and practices.
and more - just to get you into their store. TheyBut for simplicity's sake, let's look at a simple
know that if they get you to come into theirpractical model for estimating goodwill value.
store 4 times they have become your defaultGoodwill value is the product of the number of
choice for a dry cleaner. After that you willactive patients in your practice times the lifetime
become their customer for life unless you movevalue of a patient in your practice. This calculation
or they ruin your clothes. It's that simple.is very helpful for figuring cash flows and for
It's the same thing in your practice. After a newunderstanding the metrics you should be
patient visits you a few times and likes you theyreviewing in your practice. If you want to sell
make a choice, consciously or unconsciously, thatyour practice, this calculation will not help you -
you are their doctor. Here's a little secret aboutconsult your CPA or business valuation advisor for
patients: they hate having to find a new doctor.help.
They want to like you and trust you; it's easier toThe formula for lifetime patient value is as follows:
stay with the same provider than go on looking.Lifetime Patient Value (LPV) = Average Collection
Can you imagine having to fill out the new patientper Patient Visit (C) x Average Number of Visits
paperwork, and opening up your life story toper Patient per Year (V) x Average Number of
perfect strangers over and over again until youYears a Patient is Retained in Your Practice (Rn) x
find the "perfect" doctor? Patients don't have timeyour Referral Ratio (RR).
for that.By focusing on the metrics of C, V, Rn and RR
So your goal with the new patient is to make ayou are now focusing on building equity in your
good impression -consciously and deliberately - andpractice. You are not just increasing your cash
continue to do so to get that patient to stay withflow, you are building your net worth and creating
you as long as you are in practice. Think of thea retirement strategy for yourself. Too many
new patient as someone who will be at the partydoctors labor without an exit strategy. The time
you throw when you retire and sell your practice.to think about your exit from any venture is
To expect anything less is to do a disservice tobefore you get in, not when you are stuck and
the relationship.out of options.