Patient Retention: Mastering The Follow-Up Process

20 February 2025 | | Uncategorised

Attracting new patients to your dental practice is only half the battle. Retaining them, especially those who initially enquire, requires a well-executed follow-up process. A missed opportunity at this stage can mean losing a potential lifelong patient.

Proactive Follow-Up

A simple enquiry, whether via a website form, phone call, Google Ad or social media platform, represents a significant opportunity. These leads are often warm, actively seeking dental care. However, without a structured follow-up, they can easily slip through the net and end up with a competitor. So what can you do within your practice?

1. Managing Leads Effectively

Dental practices need modern tools. Services like Dental Design’s lead board, part of our premier package, provide a centralised platform to manage all patient enquiries. This allows you to:

  • Track Leads: Monitor the progress of each lead from initial contact to appointment booking/treatment completion.
  • Assign Responsibilities: Ensure that someone is accountable for following up with each patient.
  • Categorise Leads: Segment leads based on their enquiry type (form, call, google ad etc.) and treatment type (dental implants, teeth whitening, invisalign etc.)
  • Track ROI: Value each lead by treatment type to understand its worth to your practice.
  • Analyse Performance: Identify any issues and optimise your follow-up process.

2. Setting Reminders

Even with a lead board, manual reminders are crucial. Schedule reminders for:

  • Call Backs: Set specific times to contact patients who have requested or require follow-up calls.
  • Email Follow-Ups: Schedule follow-up emails if patients haven’t responded to initial contact.
  • Appointment Reminders: Send automated reminders closer to scheduled appointments.

3. Automated Email Responses

Automated email responses provide immediate confirmation and information to patients. Tailor these responses based on the enquiry type:

  • General Enquiry: Thank the patient and provide links to relevant website and booking pages.
  • Specific Treatment Enquiry (e.g., Implants): Send a series of emails detailing the process, benefits of the treatment, patient testimonials, case studies etc., and include call to actions to book a consultation.
  • NHS Enquiry: Acknowledge their enquiry and include information about private dental options.

4. Training Your Team

Your reception team are often the first point of contact for new patients. Ensure they are:

  • Knowledgeable: Well-versed in all practice services and procedures.
  • Empathetic: Able to listen and understand patient concerns.
  • Professional: Friendly, polite, and efficient.
  • Trained in Upselling: Capable of subtly guiding patients towards private options.

NHS vs. Private Dentistry

When a patient enquires about NHS dentistry, and your practice only offers private services, it’s essential to handle the situation delicately.

  • Acknowledge the Enquiry: Don’t dismiss the patient immediately.
  • Explain Your Practice Model: Clearly state that your practice focuses on private dentistry.
  • Highlight the Benefits of Private Care: Emphasise the personalised care, advanced treatments, and shorter waiting times.
  • Offer Alternative Options: If possible, provide information about other local NHS practices.
  • Subtle Upselling: If appropriate, mention flexible payment plans or membership options that make private care more accessible.

With a solid follow-up system in place, you’ll be well on your way to seeing a significant increase in patient retention.

For more information on how we can assist you, give us a call on 01202 618 967.

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