Module 3: Patient Retention & Care Plans

๐Ÿ“‹ Module 3: Patient Retention & Care Plans

Leverage Evergreen to create systematic patient retention strategies and long-term wellness programs

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Session 3.1: Treatment Plan Communication

โฑ๏ธ Duration: 2 hours

Create automated treatment plan presentations and progress tracking systems

๐ŸŽฏ Learning Objectives

  • Create automated treatment plan presentations
  • Design progress tracking systems
  • Build patient education sequences
  • Set up phase transition automation

The Three-Phase Treatment Approach

Most chiropractic treatment follows a predictable three-phase progression. Each phase requires different communication strategies and patient expectations. Understanding this helps create targeted automation.

๐Ÿ’ก Key Insight

Patients who understand their treatment phases are 3x more likely to complete their full care plan and 2x more likely to transition to wellness care.

๐Ÿ› ๏ธ Interactive Care Plan Builder

Click through each treatment phase to understand the patient journey and build automated communication:

๐Ÿšจ Acute Care Phase (Weeks 1-4)

Treatment Frequency
2-3 visits per week focused on pain reduction and inflammation control
Patient Goals
Reduce pain levels, improve basic function, return to daily activities
Home Care
Ice/heat therapy, gentle stretches, activity modification
Communication Focus
Pain management education, realistic expectations, compliance encouragement
1
Initial Plan Delivery
Automatically send treatment plan explanation after first visit
2
Daily Check-ins
SMS pain level tracking with automated responses based on scores
3
Home Care Reminders
Automated delivery of exercise videos and ice/heat protocols
4
Progress Celebrations
Automatic recognition when pain levels improve or function increases

โšก Corrective Care Phase (Weeks 5-12)

Treatment Frequency
1-2 visits per week focusing on restoring normal function
Patient Goals
Restore full range of motion, strengthen supporting muscles, prevent re-injury
Home Care
Strengthening exercises, posture training, ergonomic improvements
Communication Focus
Education on injury prevention, lifestyle modifications, long-term health
1
Phase Transition Education
Explain why treatment frequency is changing and what to expect
2
Exercise Progression
Automatically deliver more advanced exercises as patients progress
3
Lifestyle Education
Weekly tips on ergonomics, posture, and injury prevention
4
Function Assessments
Regular check-ins on functional improvements and activity levels

๐ŸŒฟ Maintenance Care Phase (Ongoing)

Treatment Frequency
Monthly or quarterly visits for prevention and optimization
Patient Goals
Maintain optimal function, prevent future injuries, enhance performance
Home Care
Ongoing exercise routine, lifestyle optimization, stress management
Communication Focus
Wellness education, performance enhancement, family health
1
Wellness Transition
Educate on the value of maintenance care and prevention
2
Quarterly Health Reviews
Automated scheduling and preparation for comprehensive assessments
3
Wellness Content
Monthly tips on nutrition, exercise, stress management, and optimization
4
Family Expansion
Gentle invitations for family members to join wellness programs

๐Ÿ“ Knowledge Check

Which communication strategy is most important during the acute care phase?

Session 3.2: Patient Communication Automation

โฑ๏ธ Duration: 2 hours

Set up appointment reminder systems and educational content delivery

๐ŸŽฏ Learning Objectives

  • Set up appointment reminder systems
  • Create educational content delivery
  • Build emergency contact protocols
  • Design patient satisfaction tracking

Automated Communication Workflows

Effective patient communication requires multiple touchpoints at strategic times. Automation ensures consistent, timely communication that enhances the patient experience and improves compliance.

๐Ÿ“Š Communication Impact

Practices with automated communication systems see 40% fewer no-shows, 60% higher treatment plan compliance, and 35% increase in patient satisfaction scores.

๐Ÿ“จ Communication Timeline Builder

Explore the automated communication sequence for optimal patient engagement:

48 Hours Before Appointment
"Hi [Name]! Your appointment with Dr. [Doctor] is coming up on [Date] at [Time]. Please arrive 15 minutes early for check-in. Need to reschedule? Reply CHANGE or call us at [Phone]."
24 Hours Before Appointment
"Reminder: Your appointment is tomorrow at [Time]. Please bring your health card and wear comfortable clothing. We're located at [Address] with free parking available."
2 Hours Before Appointment
"Your appointment with Dr. [Doctor] is in 2 hours. Check-in begins 15 minutes before your scheduled time. See you soon!"
Immediately After Appointment
"Thank you for visiting us today! Your post-treatment care instructions have been sent to your email. Any questions? Reply to this message or call us."
24 Hours After Appointment
"How are you feeling after yesterday's treatment? On a scale of 1-10, what's your pain level today? Reply with your number for personalized follow-up."
1 Week After Appointment
"Hi [Name], it's been a week since your last visit. Here's your exercise video reminder and some tips for maintaining your progress. How are you feeling?"

Educational Content Automation

Consistent patient education improves outcomes and builds trust. Automated educational content should be personalized based on the patient's condition, treatment phase, and engagement level.

๐Ÿ“š Condition-Specific Education
Targeted educational content based on primary diagnosis and treatment goals
  • Anatomy explanations with visuals
  • Treatment rationale and expectations
  • Home care exercise progression
  • Lifestyle modification guidance
๐Ÿ  Home Care Automation
Progressive home exercise and self-care instruction delivery
  • Daily exercise video delivery
  • Ice/heat therapy reminders
  • Posture check notifications
  • Activity modification alerts
๐Ÿ“ˆ Progress Tracking
Automated progress monitoring and milestone recognition
  • Pain level tracking surveys
  • Functional improvement assessments
  • Goal achievement celebrations
  • Progress report generation
๐Ÿšจ Emergency Protocols
24/7 emergency guidance and escalation procedures
  • After-hours symptom triage
  • Emergency vs. urgent care guidance
  • Pain crisis management instructions
  • Doctor notification triggers

๐Ÿ“Š Communication Effectiveness Metrics

Track these key metrics to optimize your communication automation:

15%
Reduced No-Shows
85%
Message Open Rate
92%
Appointment Compliance
4.8/5
Patient Satisfaction

๐Ÿ“ Knowledge Check

What is the optimal timing for the first appointment reminder?

Session 3.3: Wellness Programs and Upgrades

โฑ๏ธ Duration: 2 hours

Design comprehensive wellness programs and create upgrade paths from basic care

๐ŸŽฏ Learning Objectives

  • Design comprehensive wellness programs
  • Create upgrade paths from basic care
  • Build family and corporate offerings
  • Set up long-term retention strategies

Wellness Program Architecture

Transitioning patients from treatment to wellness is crucial for long-term practice success. Well-designed wellness programs provide ongoing value while creating predictable recurring revenue streams.

๐Ÿ’ฐ Wellness Program ROI

Practices with structured wellness programs see 300% higher patient lifetime value and 85% better patient retention over 3+ years compared to treatment-only practices.

๐Ÿ—๏ธ Wellness Program Builder

Build comprehensive wellness offerings that create long-term patient relationships:

๐Ÿ‘ค Individual Wellness
Personalized ongoing health optimization for individual patients
  • Monthly spine health assessments
  • Quarterly lifestyle evaluations
  • Bi-annual comprehensive exams
  • Annual wellness goal setting sessions
  • Personalized exercise progressions
  • Nutrition and lifestyle coaching
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Family Wellness
Comprehensive health programs for entire families
  • Children's posture screenings
  • Parent education workshops
  • Family exercise programs
  • Household ergonomic assessments
  • School backpack evaluations
  • Sports injury prevention
๐Ÿข Corporate Wellness
Workplace health solutions for businesses and organizations
  • On-site lunch-and-learn seminars
  • Employee posture screenings
  • Ergonomic workplace evaluations
  • Stress management workshops
  • Injury prevention training
  • Return-to-work assessments
๐Ÿƒโ€โ™‚๏ธ Performance Optimization
Advanced programs for athletes and active individuals
  • Movement pattern analysis
  • Sport-specific training guidance
  • Recovery optimization protocols
  • Performance enhancement strategies
  • Injury prevention screening
  • Competition preparation

Upgrade Path Automation

Strategic upgrade sequences help patients see the value of comprehensive wellness care. Automation ensures consistent presentation of opportunities without being pushy or sales-focused.

1
Treatment Completion Recognition
Celebrate successful completion of active care phase with progress summary
2
Wellness Education Series
5-email series explaining benefits of preventive care and maintenance
3
Personalized Program Recommendation
AI-driven suggestions based on patient's condition, goals, and lifestyle
4
Trial Program Invitation
Complimentary wellness visit to experience the program value
5
Family Expansion Opportunity
Gentle introduction of family wellness programs and benefits
6
Long-term Retention Nurturing
Ongoing value-based communication and program enhancements

Retention Strategy Implementation

Long-term patient retention requires consistent value delivery and relationship building. Use these automated strategies to maintain engagement and prevent patient defection.

๐Ÿค Engagement Strategies

๐Ÿ’Ž Value Delivery

๐Ÿ”„ Renewal Optimization

๐Ÿ“ˆ Wellness Program Success Metrics

Monitor these metrics to ensure your wellness programs are delivering value:

85%
Annual Retention Rate
$2,400
Average Program Value
65%
Treatment to Wellness Conversion
3.2
Average Referrals per Member
95%
Member Satisfaction Score
78%
Annual Renewal Rate

๐Ÿ“ Final Knowledge Check

Which element is most critical for successful wellness program conversion?

Module 3 Complete!

๐Ÿ“š Additional Resources

Explore these resources to deepen your understanding:

Treatment Plan Templates Communication Scripts Library Wellness Program Examples Retention Strategy Guide ROI Calculator Tool