Sample Letters Transitioning to All-Cash Practice · “We will pay for what we prioritize to be important. Just as vacations are not covered by insurance, helping you stay healthy

©2020 Fill My Holistic Practice http://www.fillmyholisticpractice.com

Sample Letters – Transitioning to All-Cash Practice

Sample letter #1: Transition to all-cash practice without losing patients

https://www.physiciansweekly.com/health-insurance-nonparticipant/

My recommendations:

1. I wouldn’t start the letter with I’m sorry.

2. My idea about ending it (in a positive note and assuming your patents will continue to see you as their

doctor):

“We will pay for what we prioritize to be important. Just as vacations are not covered by insurance,

helping you stay healthy is not covered by insurance. Insurance is intended for sick care and we don’t

want you to be sick.

It’s up to you to choose to continue to get healthcare that keeps you healthy or go to a provider you

like who has made a big difference in keeping you healthy and away from things that cost the most: ER

visits, unnecessary labs, hospitalizations, unnecessary procedures.

I look forward to continuing to be your doctor. To make this transition easier on you, we are offering

[ie, a valued patient fee of XXX the first 3 month of this transition] (OPTIONAL)”

Other sample letters:

Describing how insurance works:

https://www.verywellhealth.com/why-dont-doctors-accept-my-insurance-2615091

A letter to patients about why not accepting insurance:

https://www.urbanplayology.com/our-rates-why-we-dont-accept-insurance-unfortunately/

Why I don’t accept insurance: (including confidentiality/privacy benefits):

https://www.envisionwellness.co/why-i-no-longer-accept-insurance/

Growing slower than you’d like & income not where you want it to be?

Want help with growing faster this year?

Request a FREE “Double My Practice the Introverted Way” Strategy Session.

Go to https://www.surveymonkey.com/r/69YQG79

http://www.fillmyholisticpractice.com/

https://www.physiciansweekly.com/health-insurance-nonparticipant/





https://www.envisionwellness.co/why-i-no-longer-accept-insurance/

https://www.surveymonkey.com/r/69YQG79


Postcard resource (done-for-you)

Resource #1: Sendout Cards

Automating sending cards to inspire client reactivation & referrals (greeting cards, postcards,

gifts)

*Use Sendout Cards to send it out 😊

Pros: Can automate sending out cards and gifts. Can also include personalized photos (ie, of

your office, staff, family, patients, etc) in what you send out. With Sendout Cards, you can

handwrite each letter of the alphabet and your signature once & send it in. Then, you’ll be able

to mass send out cards to your patients or people in your database and it looks much more

personalized than a typed up card. It’s in your own handwriting yet you don’t have to do the

work of handwriting every single card yourself.

Cons: Not specific to chiropractic (however there is a good variety of all kinds of cards to choose

from)

Send your first card for free using this link: https://www.sendoutcards.com/u/sendcards

(and if you wish to give us credit for introducing you)

Choosing a plan: Choose the $0/mo plan to start with if you wish to try it out, or if you're ready

to send a bunch then choose the plan that suits you.

Resource #2: Koren Postcards

https://www.korenpublications.com/kp/category/chiropractic-postcards

Pros: Nice postcards for chiropractic

Cons: Have to handwrite the addresses you’re mailing to


https://www.sendoutcards.com/u/sendcards

https://www.korenpublications.com/kp/category/chiropractic-postcards


Annual Practice Audit

When to use: Once a year to audit your practice and determine where to

focus your energy in the new year.

Practice Audit

1. What have been your biggest accomplishments in the past year?

2. What are some weak areas in your business right now?

3. What challenges did you have with patient care & services?

4. What challenges did you have with your marketing this year?

5. What challenges did you have with your team or with hiring of support this year?

6. What felt out of whack this year?

7. What was the worst thing about your business this year?

8. What did you learn from this?



9. What could be done to change these things?

10. What pattern of yours didn’t serve you this year? What will you commit to in order to shift

the pattern? (and who will hold you accountable?)

What Worked

1. What marketing worked for you this year?

2. What about your team worked well this year?

3. What else really worked well about your business this year?

Making Changes

1. Write down the #1 thing that if you changed above, it will be a game changer.

2. What is one thing you can do right now to shift the #1 thing?

The New Year

1. If we were to wave a magic wand and everything came true in your business as you’d like it,

what would it be like by this time next year?



2. What about in your personal life? (1 year from now)

3. What are the 3-5 key objectives you will need to achieve to create the vision you described by

this time next year?

4. If we were to wave a magic wand and everything came true in your business as you’d like it,

what would it be like by this time in 3-5 years?

5. What about in your personal life (3-5 years from now)?

6. What are the 3-5 key objectives you will need to achieve to create the vision you described by

3-5 years from now?

7. What is the most vital business issue you need to address in the next 30-60 days?

8. What are the top 3 most vital business issues you need to address in the next 90 days?

9. What are the trivial issues that may get in your way?



10. What is the biggest change you need to make?

11. What habits do you have that are getting in your way?

12. What habits do you have that will help you achieve your goals?

13. What are 5 things you are tolerating?

14. Possible solutions for this:





*Mention you listened to the talk.




Referrals Come to Me” Script #1

Specific symptom/health issue you want to help resolve:

(ie, food allergies)

Where people can think of referrals from:

(ie, who you work with, go to church with, etc)

What is an action step your referrer can take to introduce both of you?

(ie, sending you both an email, giving the referred a flyer with gift certificate.)

Plug it in to one of the scripts from the Consistent Clients Formula to get you started:

“This month we’re trying to help as many people as possible with

[specific symptom/health issue]. Can you think of 1-2 people who may find

that helpful?

Maybe someone you know from [place]?

Please introduce them to us by [how the referrer should introduce you].

This is Referrals Come to Me Script #1 from the Consistent Clients Formula


©2020 Fill My Holistic Practice http://www.fillmyholisticpractice.com Consistent Patients Formula for Introverts *Step 5: 2-3X Referrals & Rentention

Practitioner Referral Script

“Approaching Drs and Providers” (when you have a Mutual Patient) Conversation Script #1

When to use: Once you get the Dr. on the phone

Purpose of script: To increase chances of getting referrals

1. Update the Dr./provider on your patient’s progress.

-Be prepared to reference some studies (Drs like scientific studies)

2. Find out more about their practice. Offer them the possibility for client referrals from you

“I’d love to hear more about your practice. I’m looking for a good _________________

[INSERT THE TYPE OF PROVIDER THEY ARE] to send my patients to when the need arises.

What kind of patients do you enjoy seeing?” and “What is your philosophy/approach?” OR

“Many of my patients/clients will need XXX (ie, physicians, holistic physicians)/ some people

ask me for recommendations. I would like to know what your philosophy is & what kind of

clients/patients you most like working with so I can refer the right people to you when the

need arises.”

3. Find out what inspired them to ie, start their practice/ get into their profession/do what they’re doing

and what their vision is for their practice/business

“What got you inspired to get into this profession/be doing what you’re doing?”

4. Find out more about whether they have tough client/patient cases or an unmet need

“Do you ever have client/patient cases where medications [or insert what they do for their clients] aren’t

working too well, or the person is all about not taking medications unless they have to?”

“Do you ever come across patients where you have to give them a lot of XXX medications and they feel

_______________[INSERT SIDE EFFECTS]?

OR

“ _____________________________ [INSERT YOUR IDEAL PATIENT SCENARIO AND HIS/HER FRUSTRATION WITH

HIS/HER HEALTH ISSUE]

“What are your thoughts on holistic treatment options for your people/patients who don’t respond to

medications [or insert what they do for their clients here]? I’d like to learn from your philosophy.”

OR If you’re a health coach:

“How compliant are you seeing your clients/patients be these days with things like lifestyle changes ([insert

whatever you tend to help people with here] to help them ________ (ie, lower their cholesterol [insert the


©2020 Fill My Holistic Practice http://www.fillmyholisticpractice.com Consistent Patients Formula for Introverts *Step 5: 2-3X Referrals & Rentention

Practitioner Referral Script

outcome that overlaps with the outcome that you get for your clients]), when there’s usually not much time

to be able to do that in short office visits?”

*Notice that you point out the gap which you can help them with in an indirect way without promoting yourself

outright. This is an indirect way of pointing out that there’s a missing piece in their care of their clients/patients

right now.

Optional (if they have traditionally been on board with your modality): Find out what their

clients/patients/community could use, related to what you do

“What are the things your clients/patients/community/audience could really use help around (*related to

what you do*) that you don’t have the time or resources to provide?”

Example: “What kind of issues are your patients having where you see acupuncture could really help?”

5. Describe the kind of patient/health issues to send to you

Example: “If you come across patients who are [PAINT THE PICTURE OF WHAT THEY’RE GOING THROUGH, IE:

WHAT’S NOT WORKING OR HOW THEY’RE FEELING], send them to me”

6. Ask for referrals

“Can you think of 1-2 of your patients right now who are in that situation?” (if they can’t think of anyone, just

say “When you come across a patient who is experiencing [insert the issues they’re experiencing], send them

to me.”

Share the benefit of referring people to you

“It can help your patients/clients get better outcomes/results when nothing else is working for them.”

7. Reconnect with the provider

*Remember: getting “in” with a provider is not usually a one-time thing

Continue to develop the relationship

Use the templates of the Dr. Referral Success Blueprint system to stay in

touch, so they think of you first to refer to.

Hot Tip: Give them a Referral pad (similar size as Rx pad) from the Consistent Clients Formula for Introverts.

To request a FREE “Double My Practice the Introverted Way” Strategy Session,

go to https://www.surveymonkey.com/r/69YQG79

*Mention you listened to the talk.



©2020 Fill My Holistic Practice http://www.fillmyholisticpractice.com Steps of the Consistent Clients Formula for Introverts







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Sample Letters Transitioning to All-Cash Practice · “We will pay for what we prioritize to be important. Just as vacations are not covered by insurance, helping you stay healthy