Your lapsed patients are busy, distracted, and waiting for a reason to come back—and most of them will, if someone reaches out the right way.
This playbook walks you through the complete re-engagement framework used by Everfield Outreach: how to segment your patient list by lapse duration, what to say on each channel and in what order, how to build referral relationships that actually produce consistent results, and how to measure whether your campaign worked. It also covers the newsletter and proactive outreach strategies that prevent lapse from happening in the first place.
It was written by someone with almost 2 decades of clinical and healthcare operations experience, not a marketing consultant who learned healthcare from the outside.
If you are ready to run your own campaign, this is your blueprint. If you decide you would rather hand it off, this will let you know exactly what to expect.
The following strategies are included:
A segmentation system that tells you which patients to contact first, what to say based on how long they've been away, and which channel to use so your outreach feels personal rather than like a mass blast.
A step-by-step three-touch sequence—email, text, and phone—with sample message templates written in plain human language that your patients will actually read and respond to.
A referral outreach system with quarterly contact cadence and ready-to-use introduction letter templates for three practice types, so you can finally build the physician relationships you've been meaning to build since you opened.
A newsletter strategy that keeps your active patients warm between visits so fewer of them go lapsed in the first place.
A campaign tracking log so you can measure what worked, what didn't, and what to do differently next time.
You will finish this guide with a definitive system to address your inactive patient problem. That is worth considerably more than what it costs.
Your lapsed patients are busy, distracted, and waiting for a reason to come back—and most of them will, if someone reaches out the right way.
This playbook walks you through the complete re-engagement framework used by Everfield Outreach: how to segment your patient list by lapse duration, what to say on each channel and in what order, how to build referral relationships that actually produce consistent results, and how to measure whether your campaign worked. It also covers the newsletter and proactive outreach strategies that prevent lapse from happening in the first place.
It was written by someone with almost 2 decades of clinical and healthcare operations experience, not a marketing consultant who learned healthcare from the outside.
If you are ready to run your own campaign, this is your blueprint. If you decide you would rather hand it off, this will let you know exactly what to expect.
The following strategies are included:
A segmentation system that tells you which patients to contact first, what to say based on how long they've been away, and which channel to use so your outreach feels personal rather than like a mass blast.
A step-by-step three-touch sequence—email, text, and phone—with sample message templates written in plain human language that your patients will actually read and respond to.
A referral outreach system with quarterly contact cadence and ready-to-use introduction letter templates for three practice types, so you can finally build the physician relationships you've been meaning to build since you opened.
A newsletter strategy that keeps your active patients warm between visits so fewer of them go lapsed in the first place.
A campaign tracking log so you can measure what worked, what didn't, and what to do differently next time.
You will finish this guide with a definitive system to address your inactive patient problem. That is worth considerably more than what it costs.
