ProNexInc Archives

4 Valuable Patient Flow Features that Positively Impact Team Performance and Patient Care in Your Weight Loss Practice

Posted on July 6, 2023 by Karol Clark

Quality care, enhanced patient satisfaction, effective engagement, optimal resource utilization, and growth of your weight loss practice all rely on efficient patient flow management.

The days of having to manually track new leads for your weight loss practice, referral sources, secure communication, patient conversion, requirements for weight loss surgery insurance authorization, and ongoing patient education are over. While manual processes may work for a period of time, they prove to be time-consuming, prone to errors, and in the long run, more expensive than streamlined options. And, if you are serious about growing your weight loss practice, such manual efforts can hinder your progress.

As you are likely aware, Patient Flow® is one of the most robust and reliable software systems available to practitioners and health systems that actually allows you to do all of this in one place. In addition, you can save money by consolidating some of your software systems. You can also integrate Patient Flow® into your current electronic medical record for added automation to easily keep everything secure and up to date.

You may be wondering what other valuable features are available that can positively impact your weight loss practice day-to-day operations as well as your patient care processes. Below are some of these features:

Real-Time Patient Tracking

Patient Flow® software enables healthcare teams to track patients’ movement in real-time throughout their healthcare journey. This feature provides an instant overview of the status of each patient as they move from being an interested patient to an established patient. You no longer have to worry about people ‘falling through the crack’. With real-time patient tracking, your team can better manage their workflows, allocate resources efficiently, and provide more efficient care and communication. This also enhances your patient experience and the likelihood of a positive review and more patient referrals.

Automated Task Assignment and Reminders

Patient Flow® software includes the ability for automated task assignment (for your team and for your patients) as well as reminder features to streamline communication and coordination of your care. You determine the automatic tasks based upon predefined rules and priorities. By automating these processes, you can make sure your patients know exactly what they need to complete – even their own customized ‘to do’ list. Your team can then focus more on delivering quality patient care with less time on manual coordination of tasks and tracking patient compliance.

Data Analytics and Performance Metrics

Patient Flow® software offers powerful data analytics capabilities for one location or across an entire business enterprise. These analytics tools can generate comprehensive reports with graphic representations that enable you to identify potential bottlenecks, analyze trends, and make data-driven decisions. By monitoring key performance metrics, you can identify areas for improvement and continuously improve nearly every important aspect of your practice. At any point, you can gauge the health of your practice.

Streamlined Patient Processes, Software and Communication

Are you tired of maintaining multiple databases? Perhaps a database for new patient leads, customized e-mail communication, text messaging, phone calls, website inquiries and more! Yet, none actually communicate with your EMR? It is very convenient for you and your team to have everything in one HIPAA compliant place. And, Patient Flow® is inter-operable with your existing EMR so you aren’t entering information more than once – saving time and precious financial resources. You can automate all documentation as well as patient education. While it may seem too good to be true, such comprehensive software improves the efficiency of your team while improving patient communication and satisfaction.

Patient Flow® software has revolutionized the way healthcare team’s manage patient care, leading to enhanced team performance and improved patient outcomes. The features outlined highlight the true power available to you and your practice today.

If you are looking for an all-in-one platform for implementing such remote healthcare education and communication services, you can learn more at https://www.pronexinc.com/

About the Author: Karol Clark, MSN, RN, is a best-selling author who has a passion for helping physicians integrate effective, profitable weight loss services and retail sales into their practice while improving patient outcomes and enjoying the journey along the way. Her use of non-traditional (easy to implement) medical marketing strategies, along with her dedication to a positive ROI makes her a uniquely different and sought-after weight loss business consultant. Karol is the CEO of Weight Loss Practice Builder and the exclusive membership program for weight loss practitioners, www.BariatricBusinessAccelerator.com. She has more than 20 years of experience working with surgical and medical weight loss physicians and their teams helping them simplify creation of a profitable and enjoyable bariatric practice.

Making Remote Healthcare Trends Effective for You and Your Weight Loss Patients

Posted on June 6, 2023 by Karol Clark

Remote healthcare, especially for weight loss management, has emerged as a relevant and sought-after approach to care. Successful implementation requires contemplation, the right mindset, and effective tools.

June, 2023 marks 10 years since the American Medical Association recognized obesity a complex disease. As a weight loss professional, you understand that obesity is a complex disease that carries with it a wide range of health problems such as Type 2 diabetes, heart disease, sleep apnea, certain types of cancers and more. Thus, it is no surprise that, while in-person weight management treatments continue to be important, new technologies such as telehealth, wearable devices and mobile apps offer opportunities to enhance obesity care, while improving access to care.

While remote care is not for every patient or practitioner, when utilized properly, it can provide an effective and convenient way of providing education, real-time monitoring, counseling, support, and accountability.

Below are some of the emerging remote health care trends impacting nearly every aspect of obesity treatment by weight loss practitioners and their teams.

Virtual Consultations and Telemedicine

Telehealth consultations have become increasingly popular, offering a convenient and accessible way for healthcare professionals to connect with their patients. For weight loss management, virtual consultations allow you to conduct initial assessments, discuss goals, provide personalized guidance, and track progress. By leveraging video conferencing tools, you can maintain regular contact with your patients, offer timely support, and address any concerns they may have.

Wearable Technology and Mobile Health Apps

The integration of mobile apps and wearable devices has transformed the weight loss journey for patients. These tools enable individuals to monitor their physical activity, track their calorie intake, set goals, and receive real-time feedback. As a healthcare professional, you can recommend reputable apps and devices that align with your patients’ needs. By reviewing their progress remotely, you can provide personalized recommendations and adjust strategies to ensure effective weight loss outcomes.

Virtual Support

Support groups have long been recognized as an essential element of successful weight loss journeys. Remote healthcare now enables the creation of virtual support groups, connecting individuals who share similar goals and struggles. By facilitating online forums or video conferences, you can foster a sense of community among your patients. This support network will offer encouragement, motivation, and a platform for sharing experiences and challenges, making the weight loss process more enjoyable and effective.

Remote Monitoring & Data Analysis

Remote monitoring devices, such as smart scales and blood pressure monitors, enable patients to track vital health metrics from the comfort of their homes. As a healthcare professional, you can access this data remotely and analyze trends to gain valuable insights into your patients’ progress. By identifying patterns, you can make informed decisions, offer personalized interventions, and celebrate milestones. Regular remote monitoring empowers both you and your patients to take proactive steps towards achieving their weight loss goals.

Continuous Education & Communication

Remote healthcare allows you to stay connected with your weight loss patients through various digital channels, such as emails, chat platforms, or patient portals. Utilize these communication channels to provide continuous education on nutrition, exercise, and behavior modification strategies. Sharing relevant articles, videos, or webinars can help your patients stay motivated and well-informed throughout their weight loss journey. By being readily available to address questions and concerns, you can foster a strong patient-provider relationship, ensuring their success.

Artificial Intelligence

Artificial intelligence (AI) is revolutionizing remote healthcare by enabling advanced data analysis, diagnostics, and personalized treatment recommendations. AI-powered algorithms can analyze large datasets, identify patterns, and make predictions, aiding healthcare professionals in diagnosing diseases, identifying risk faction, and optimizing treatment plans. These technologies enhance the accuracy and efficiency of remote healthcare, leading to improved patient outcomes and more informed decision-making.

The implementation of remote healthcare trends in weight loss management opens up new possibilities for healthcare professionals and their patients. Embracing telehealth consultations, mobile apps, virtual support groups, remote monitoring, and continuous education can significantly enhance your ability to support your patients effectively. By leveraging these tools, you can empower individuals to take control of their weight loss journey, achieve their goals, and ultimately lead healthier lives. Embrace the power of remote healthcare and witness the transformative impact it can have on your patients and your practice.

If you are looking for an all-in-one platform for implementing such remote healthcare education and communication services, you can learn more at https://www.pronexinc.com/

How to Increase Referrals for Your Weight Loss Practice

Posted on May 8, 2023May 8, 2023 by Karol Clark

Referrals are an effective strategy for attracting new patients and growing your weight loss practice.

Having a consistent stream of new patient referrals is a great compliment to you and your team. Sometimes it may feel as if referral patterns are already established within health systems and medical groups. However, there are always opportunities to influence positive referral patterns for your weight loss practice.

Referral Sources

To start, it helps to determine your current and potential referral sources. This allows you to identify missed opportunities as well as what is working well.

When you consider your current and potential referral sources, think about where your patients seek advice or information prior to finding you. Most commonly this includes:

Patients/Word of Mouth: Patients who have had a great experience are likely to tell others and openly share their positive opinions.
Family & Friends: It is common for patients to ask trusted family and friends for their opinion regarding practitioners and related weight loss services.
Online Research & Reviews: Online research and reviews tends to be one of the most common ways people will discover you and your weight loss services. Patients tend to search for services, read online reviews, check credentials, make comparisons (and often decisions) before they ever reach out to you directly.
Other Physicians and Specialists: Referrals from other physicians and specialists is one of the other common sources of patients for many physician practices. This is more likely to be the case if they see repetitive positive weight loss outcomes experienced by their patients that utilize your services.
Drive-By: While location isn’t necessarily important for every specialty, it can be very helpful for weight loss practitioners since it increases awareness for those who have weight loss top of mind. When they see your signage on a regular basis, you readily come to mind as they contemplate their care decision.
Hospitals and Clinics: Depending upon your location and how active you are with your local hospitals and clinics, they can be a good source of new patient referrals.
Insurance companies: Insurance companies can refer patients seeking weight loss to a physician practice, particularly if they are in their network of providers.

All of these can be great referral sources for your weight loss practice. If you aren’t documenting exactly where your patients are finding you, begin there. This data is invaluable in order to determine the most impactful actions you can take moving forward and measure the impact of your efforts.

How to Increase Referrals

The process of obtaining referrals, processing referrals, thanking referrals, and nurturing your best referral sources often gets put on the back burner (or taken for granted). You are busy! This makes it easy to be bogged down with the day-to-day operations of your practice or get overwhelmed with determining how to create an efficient referral system. It is often easier to simply accept whatever referrals you get instead of actively seeking additional quality referrals.

The actions below will help you and your team accelerate your efforts when it comes to obtaining more referrals and growing your weight loss practice.

1. Back to Basics: While likely second nature for you, it is important to ensure that you and your team review the basics of what creates effortless and natural referral patterns. The basic ingredients include:

Provide Outstanding Patient Care: The foundation of your weight loss practice is your outstanding patient care. Delivering personalized, compassionate, and effective care to your patients leaves a positive impression and creates a natural desire for them to share their experience with others who seek the same outcome.

Establish Positive Relationships: Your patients remember how you made them feel throughout their journey to better health. Getting to know them on a personal level and providing the education, support and accountability they may or may not realize they need goes a long way.

Facilitate Desired Outcomes: Help your patients set realistic goals that guide them to their desired outcome. Provide them with the tools and resources they need to attain long-term success. When patients feel empowered and informed, they are more likely to appreciate your expertise and accountability. This also increases the likelihood of them sharing their positive experience and referring others who desire similar outcomes.

Involve Your Team: Your team is your reputation. They are also the best resource for establishing and systematizing your entire referral process. While one person may oversee the referral system, everyone plays an important role in making it successful.

2. Identify Your Ideal Referral Sources: It is important for you to determine your best referral sources. For weight loss practitioners, this typically includes successful patients, referring physicians and some local groups. For your patients, in addition to having ‘referral’ prompts such as literature around your office about how to refer friends/family and testimonials on your walls, you will want to identify what patients you (your team) wish to approach for a referral. The best time to ask for a referral is typically when they are the happiest. For surgery patients, this is usually at 6 months, 9 months or 1 year. For medical patients, it is when they are ecstatic about their results and telling your all about the positive impact weight loss has had on their life. For referring physicians/groups, select those that want/need their patients to lose weight such as prior to a surgery to improve safety and enhance the patient’s outcome. This tends to be plastic surgeons and orthopedic surgeons as well as bariatric surgeons if they do not have an established medical weight loss program. For local groups/businesses, select ones that are looking for educational offerings/programs and have the demographic you desire to serve.

3. Systematize Your Referral Process: Predictability comes with established systems. You and your team need to make it easy for patients and other providers to refer patients to you and your practice. Involve your team and make sure someone takes ownership for setting up the system and tracking results. This can be accomplished in a variety of ways. Since some people are more traditional and others more tech savvy, it helps to provide both written and electronic ways for the referral to be made. What is simple for THEM is what will get done. You can tie in an incentive if you desire. If you do, rewarding both the person referring and the person referred is a nice gesture. However, most referring patients and practitioners do not expect something in return for sending you a referral – often a simple written ‘thank you’ means the most.

4. Showcase Your Results: Another great way to obtain more referrals is to showcase the results of your happy patients. For patients, if they are happy enough to refer other patients to you, they are likely more than willing to write an online review that can be showcased online as well as in your office with their comments and photo. Always obtain their permission. For referring physicians, be sure to communicate regularly to them regarding the progress of the patients they have referred to you. Send them a kind thank you note as well.

Building a strong referral program takes time and effort. However, it is a valuable tool for growing your practice. You can also automate the process by leveraging technology. If you are interested in learning more about how to leverage all-in-one software solutions that simplifies your efforts, feel free to schedule a no pressure informative demo by clicking here.

About the Author: Karol Clark, MSN, RN, is a best-selling author who has a passion for helping physicians integrate effective, profitable weight loss services and retail sales into their practice while improving patient outcomes and enjoying the journey along the way. Her use of non-traditional (easy to implement) medical marketing strategies, along with her dedication to a positive ROI makes her a uniquely different and sought-after weight loss business consultant. Karol is the CEO of Weight Loss Practice Builder and the exclusive membership program for weight loss practitioners, www.BariatricBusinessAccelerator.com. She has more than 20 years of experience working with surgical and medical weight loss physicians and their teams helping them simplify creation of a profitable and enjoyable bariatric practice.

How to Streamline Patient Care & Education in Your Weight Loss Surgery Practice Without Losing Your Personal Touch

Posted on April 3, 2023 by Karol Clark

Do you ever feel like you are saying the same things over and over to your weight loss surgery patients, yet have avoided streamlining your education and other functions of your practice because it may seem too impersonal? Here are some effective ways to streamline your education and patient care while improving engagement.

As a busy weight loss practitioner, your time is one of your greatest assets. This is also the case for your entire team. And, while education is an integral part of a successful outcome for your weight loss surgery patients, wouldn’t it be helpful if you could provide the perfectly timed education and accountability your patients need while saving you and your team time? It has never been as easy as it is today. This applies to streamlining your patient care process as well without losing your personal touch.

While it may take some time to set your system up, it is well worth it. Streamlining your patient care and education can improve patient outcomes, increase patient satisfaction, improve office efficiency, create predictability, and reduce your overall costs.

Below are five ways to streamline your patient care and education while maintaining your personal touch:

1. Create Educational Assets: Creating standardized educational assets for the education and guidance you and your team provide every day. This includes assets such as webinars, videos, e-books, PDF guides, purposeful automated e-mails or a combination. A great use of such assets is timed distribution to your patients at just the right time in their journey to keep them informed and your practice top of mind. It is also a great way to address commonly asked questions, while anticipating their needs every step of the way. You can even leverage your content by putting your pre-operative and post-operative education into an actual book and use helpful tips from your content in your social media marketing plan to attract new patients. Leveraging your content in such ways also saves you time, increases the consistency of your message, allows your patients to review the information when convenient for them, and allows you to track their progress – all while setting your practice apart from your competitors. Start with creation of one type of asset and if desired, you can create additional educational assets that can be available in various learning formats. Then present them electronically or in person to your patients at just the right time before or after surgery. Automation, mixed with personal contact has been found to be extremely helpful.
2. Maximize Use of Technology: Technology can be frustrating at times. However, when you find what works for you and maximize its use, it can transform your life and practice. Technology is also an expectation of most patients who have grown accustomed to the convenience of online scheduling, patient portals, engaging video education, prompt text support and everything in between. Finding a solution that combines everything in one, easy to use HIPAA compliant application, simplifies the process even further. Some specific technology applications you can find included in one integrated software solution includes:
1. a. Patient Lead Tracking: Track the lifecycle of your patients from the moment they find out about you and your services. Keep them engaged and educated every step of the way.
2. b. Telemedicine: Offer the convenience of telemedicine appointments for those who prefer this type of visit as appropriate. Telemedicine can also increase your reach and ensure your patients keep up with their follow-up appointments.
3. c. Online Registration: Integrating online registration functionality helps improve demographic data accuracy, office efficiency and timely onboarding of new patients.
4. d. Ongoing Communication in One Location: All of your communication is in one place so you aren’t looking for phone messages, texts and e-mails in more than one inbox. Keep your entire team up to date and follow-up with your patients more efficiently.
5. e. KPI Tracking: You can monitor the progress of your patients with real-time dashboards and outcome tracking instead of multiple spreadsheets.
6. f. Patient Education: You can augment your in-office education with automated (or fresh off the press) educational materials delivered to your patients in your portal, via a membership site, your educational app accessible from anywhere as well as conveniently via secure e-mail or text.
3. Optimize Use of Your Patient Portal: Patient portals are an excellent way to provide access to educational materials, appointment reminders, health records, and obtaining any required documentation prior to submitting authorization for surgery. It is also a great way to keep patients informed of updates and providing ongoing support or links to convenient applications you use.
4. Train Your Team: Include your team on selection and implementation of any new technology. Your team will likely be an integral part of your educational asset creation. They should be aware of – and assist with creation of – your communication plan. Maximize the use of team talents and let them help create and document your implementation systems.
5. Measure Outcomes: As mentioned earlier, streamlining your patient care and education creates data points that are easier to track. You will know where your patients come from, actions completed at every step of your patients journey and key performance metric reports. And you can find these real-time metrics in one convenient location.

Your patients want and need streamlined care and patient education. You and your team need added efficiency and a way to track key performance metrics for your practice and your patients. Creating such a system will benefit all involved while allowing more time for your ‘personal touch’.

If you are interested in learning more about an effective all-in-one software solution for your practice, it’s time to learn more and schedule a demo by clicking here.

Top 3 Ways to Lower Team Turnover in Your Weight Loss Practice

Posted on March 13, 2023 by Karol Clark

There is currently so much focus on the struggle to find great talent that the importance of reducing team turnover in your weight loss practice can be overlooked.

If you have an open position in your practice, you have likely experienced frustration finding talented team members that are willing to work the hours you need at the salary you are prepared to offer. Or, you may have employees who are being actively sought after for other opportunities resulting in the need to make counter-offers that can create angst for everyone involved. Bottom line, recruiting, hiring, onboarding and training as a result of team turnover is costly.

The healthcare industry has been adversely affected when it comes to availability and longevity of quality team members – a predicament worsened by the Covid-19 Pandemic. In fact, Elsevier Health recently researched and compiled their ‘Clinician of the Future’ report with current problems, predictions and ways to bridge predicated gaps in the healthcare industry. These gaps are largely created by the almost shocking finding that 47% of U.S. healthcare workers plan to leave their current role within two to three years.¹

To further support this state of affairs, another study shows that ‘if the current U.S. healthcare workforce trends continue, more than 6.5 million healthcare professionals will permanently leave their positions by 2026, while only 1.9 million will step in to replace them, leaving a national industry shortage of more than 4 million workers’.²

Now more than ever, retention of excellent team members is critically important. Here are three proven ways to retain talent and reduce team turnover in your weight loss practice.

1. Acknowledge Accomplishments

While team members may be motivated differently when it comes to loyalty and longevity, knowing that they are doing a good job, a valued member of your team, and actively making a difference for patients means more than you may realize. Yet, acknowledging their accomplishments can be overlooked as the ‘busyness’ of the day takes over.

Studies find that employee recognition and acknowledgement is tied to increasing retention by 41%. In addition, it increases employee engagement by 34%.³If you have had the pleasure of experiencing this firsthand, you understand the power of taking the time to acknowledge the accomplishments of your team. This sincere communication helps create the high performers you need in your practice.

The main reason acknowledging accomplishments works is simply because it makes people happy and happy team members are much more likely to be loyal to your practice. They also tend to be more positive and likely to go the extra miles for the patients they serve.

Coincidentally, acknowledgement does not need to be a grand expensive gesture. What tends to mean the most is timely, sincere feedback on a job well done. This can easily be done during a one-on-one formal or impromptu discussion, publicly in a meeting, written in an e-mail or ‘old-fashioned’ card, sticky note or quick internal text. Additionally, peer-to-peer acknowledgement for team members going ‘above and beyond’ or simply ‘making a difference’ has been shown to be extremely effective.

2. Build Additional Skillsets

Gone are the days of training your team only for the position they hold today or upon hire. If you are hiring ideal team members, they will not only want to excel today but take on additional challenges and learning opportunities to grow personally and contribute to your practice vision and goals in greater ways.

It is meaningful to them when you are willing to invest in their personal and professional development. This includes mentoring them, providing additional training or certifications via in-house, virtual and in person events, as well as providing team building experiences. Demonstrating a sincere interest in their personal and professional growth tends to increase a loyalty towards you and your practice.

You can accomplish this in a variety of ways. First, you can take the time to meet with your team members and ask them a couple of questions (similar to a ‘stay interview’).
• What do you really enjoy about your position here?
• What is your top one or two frustrations?
• Do you have any ideas/ways to help solve those frustrations?
• Is there a way we can better support you in your position here?
• Where do you see yourself in 1 year?
• Where do you see yourself in 3 years?

Second, when you have new leadership or program development opportunities in your practice, look within first. Determine if there is someone who has an interest and talent for the new position. This also applies to stepping up your social media or marketing endeavors. Often, you will have a creative team member who is better able to capture the success of your patients and the uniqueness of your practice and then showcase it to attract new patients and celebrate current patient success.

Third, once you are aware of your team members goals, continue to support them and, at the very least, inquire about their progress. Investing in your team pays high dividends in the form of loyalty and longevity. And, if they are working towards a degree or passion that doesn’t fill an opportunity in your practice, they become ambassadors for your brand and can often recommend the perfect replacement while facilitating a smooth transition.

3. Clear Communication

Ambiguity creates confusion, misunderstandings and often a great deal of dissatisfaction. Your team needs – and wants – to understand your vision, practice goals and how they fit into the bigger picture. Essentially, they need to understand what ‘success’ looks like for their position and how they can contribute to make a positive impact. This starts in the interview process and continues through onboarding and ongoing communication channels.

Communication creates positive (or negative) human interactions. In your practice, clear communication ensures that your team has the information they need to perform well and helps them prioritize to minimize inefficiencies. However, this is not just about one-way communication. It is about creating an environment – and expectation – that allows and encourages your team to share their ideas, questions, and suggestions. When your team members are engaged, they are more productive and tend to stay longer with your company.

While you may not want to share everything, it is important to be as clear and transparent as you can with your team in good times and in challenging times. As a result, they are better equipped to celebrate the good times and problem solve in challenging times.

In addition to these three ways to lower team turnover, some other impactful initiatives include: critically evaluate your hiring process to ensure you are hiring the right people in your practice; review compensation and benefit packages and update as necessary; support a healthy work/life balance; be inclusive; demonstrate your company values while expecting the same of your team; and cultivate respect.

It all comes down to your team feeling valued, supported and able to contribute their talents for practice, team and patient success.

Another way to support your team is through an all-in-one online (customizable) system to calm the chaos of tracking your patients from inquiry to surgery, improve your conversion from inquiry to established patient, and streamline all patient communication in one HIPAA compliant software solution. For more information or to schedule a free practice assessment, click here.

¹ https://www.elsevier.com/__data/assets/pdf_file/0004/1242490/Clinician-of-the-future-report-online.pdf
² https://www.oracle.com/human-capital-management/healthcare-workforce-shortage/
³ https://teamstage.io/employee-recognition-statistics/

How Can PatientFlow® Improve Efficiency, Patient Satisfaction and Profitability in Your Weight Loss Practice?

Posted on February 6, 2023February 6, 2023 by Karol Clark

You take such great care of your weight loss patients. Now may be the time to give your weight loss practice an honest examination to see where you can update your operations for improved business health and longevity as well.

There are many choices and decision points for anyone losing weight as well as anyone running a successful business. These choices and decision points can become overwhelming – especially if you lack a clear vision of what you want most or – more commonly – have too many complicated tools and strategies at play. Yet this happens all the time both in life and in business.

What are the possible consequences? Inaction or implementing too many strategies at once, poor follow-through, lack of progress, wasted time and money, recurring daily chaos, and blurred vision regarding a solid strategy that will bring you the results you desire most.

In your weight loss practice, each of these potential consequences tend to cause frustration for you, your team, and often, your patients. For most weight loss practitioners, primary frustrations usually revolve around human resource issues, acquiring new patients, converting interested patients into established patients, improving patient engagement, payer mandates/decreasing reimbursement, overlapping technology with poor integration and/or obtaining meaningful metrics. Can you relate?

Some specific questions you may be asking when you experience such frustrations include:

Is this marketing campaign working or is it a waste of time and money?
Why do we have lots of leads and yet my schedule isn’t full?
How many potential new patients do we have in the pipeline?
What holds people back from scheduling their first appointment?
Why do we have so many different software systems and data bases?
Why don’t patients seem engaged, understand what their next step is, and feel educated about what to expect and next steps?
Why don’t we have more online reviews?
Why can’t I get a simple snapshot that shows who is interested in our services, how they found out about us, where they are in their approval process, who is ready for their consult, and who is falling through the cracks?
Why are we so ‘busy’ and yet profitability isn’t what it should be?

If this sounds familiar, the best place to start is to stop or pause. Take inventory of what is working well and determine the root cause of your primary frustration(s). Beware though, because all too often, you may be tempted to double down on what really isn’t working because it seems like your only path or the only path you know. As a result, you may feel as if you just need to do more, hire new team members and work harder.

Yet, when you stop or pause long enough to take a fresh look, specifically at your ‘patient’s life cycle’, it usually becomes obvious where you need to focus your energy. This focus also tends to conveniently solve many issues or frustrations instead of just one. Fixing your patient life cycle improves overall efficiency (time and cost), ensures higher patient satisfaction (team satisfaction too), and creates greater profitability.

Your weight loss patient life cycle – which you need to create purposefully – includes a variety of important phases:

Awareness: finding you and your practice in a very noisy marketing world
Trust: learning more about you, what you offer and your expertise/authority; public proof of your outcomes in the form of online reviews and testimonials; and relatability/understanding of what makes you different from the many choices readily available
Expressed Interest: reaching out to learn more and get to know you even better
Conversion to Established Patient: deciding you are the right choice for them
Engagement & Ongling Education: remaining engaged with your services (call, text, e-mail, opt-in, direct message online), education, content
Transformation: attaining their desired outcome/transformation
Lifetime Client & Referral Source: desire for more of your services/products and gladly providing online reviews, and referring others to you who desire a similar transformation

Bottom line – your patient life cycle is at the core of creating your successful weight loss practice. So, it is critical that you have the ability to track each and every step in one place (and even use as your EMR or integrate with your EMR). Sound too good to be true? It is possible with PatientFlow®. I know this because my team and I have experienced this firsthand and I see this transformational software product making a significant difference in many weight loss practices across the United States.

If you are on a never-ending hamster wheel with too many systems – or no systems – in place and are unable to efficiently track every step of your patient life cycle in one place, there is a better way.

PatientFlow® is an online application that helps you conveniently and efficiently guide and track your prospective new patients from expressed interest through every aspect of your customized patient experience (pipeline) outlined above. It provides you with a convenient way to securely communicate with your patients via all forms of communication (even directly from your website), track your marketing efforts; customize/streamline your workflow; engage, educate and track patient progress; and obtain real-time custom reports/metrics that matter most.

Here are three specific positive impacts PatientFlow® can have on your practice:

Efficiency

When you have every step of your customized weight loss patient workflow systematically delivered and tracked in one place with ability to automate personalized communication to keep your patients engaged and on track, efficiency sky rockets.

Your team is no longer looking for ongoing patient communication as they ask questions or follow-through with pre-surgery requirements in separate e-mail, text and phone messages.
Your team is no longer sharing and updating Google sheets or Excel spreadsheets trying to keep up with the hundreds of patients in your pipeline.
You can systematize insurance requirements for all of the payers you accept and your patient can automatically receive a checklist that can be updated in real-time for them and your team to track.
The number of calls to your office decreases because patients know what to expect and everyone can quickly communicate securely in one place rather than playing phone tag.
You have everything in one place when it comes time to submit patient information for insurance authorization.
Documents can be easily added to your EMR or integration is also possible for automated updates between systems.
Your education can be in one place and shared automatically or personally with your patients.
Reports are available real-time so you can identify any bottlenecks and understand the health of your patient pipeline at a glance.

Patient Satisfaction

When patients know exactly what to expect they tend to manage their own expectations better and feel more secure in their weight loss journey with you and your team. With less surprises and easy/open communication, you can anticipate their needs and more easily provide them with the WOW experience they appreciate and enjoy. Their satisfaction is higher and you have less complaints. All of this tends to improve team satisfaction as well. In fact, through PatientFlow® you can also obtain real time patient satisfaction reports and more easily obtain online reviews and testimonials.

Profitability

When your practice is efficient and your patients are loving their journey and getting the results they desire most, profitability naturally increases. You are also not paying for multiple software solutions which makes a positive impact on your bottom line. Happy patients, more referrals, higher team productivity and lower costs all add up to more predictable profitability for you and your practice.

If you are looking for an all-in-one online (customizable) system that tracks everything in one place that you, your team and your patients will love, the ProNex, Inc. team can help. For more information or to schedule a free practice assessment, click here.

7 Ways to Improve Patient Conversion from Inquiry to An Established Weight Loss Surgery Patient

Posted on January 9, 2023January 10, 2023 by Karol Clark

Conversion rates for your weight loss surgery practice go beyond your marketing campaigns. Your focus must also include efficiently converting qualified leads into new weight loss surgery patients. Fortunately, there are ways to simplify this process for your patients and your team.

Imagine attracting qualified patients, knowing exactly where they are in their process to becoming an established patient, improving patient and team satisfaction, while increasing your surgery caseload. Yes, this is possible for any weight loss surgery practice – including yours. Best of all, you can do it without having to use any complicated Excel spreadsheets.

As you know, there are many steps a patient goes through from initial inquiry to their decision (and follow-through) to have weight loss surgery – with you. Understandably, it can become very overwhelming for them and for your team. This shows up in a variety of ways.

For the Patient:

Multiple inquiries
Various ‘starts and stops’ to the process
Confusion regarding their best option
Impatience (sometimes mis-directed anger) with the process
Lack of follow-through
Excuses as to why weight loss surgery won’t work for them even if they are an ideal candidate
Missed appointments
Misunderstandings regarding next steps, required education and fees
Cancelled surgeries
And more…

For Your Practice:

Overwhelming number of phone calls/e-mails/texts from patients
Difficulty tracking patient progress and getting everything required for approval in one place
Wasted time and energy
Confusion regarding how or lack of means to attain true conversion metrics
Cumbersome shared spreadsheets and reports that never seem to be up-to-date
Duplication of efforts due to lack of interoperability amongst multiple non-integrated software systems for marketing, tracking & documenting patient education and care coordination.
Unproductive time chasing telephone, text and e-mail communications with the patient
Less primary weight loss surgeries than expected/desired
Team burnout
And more…

It is time to tame the chaos and improve the patient flow process for your team and your patients. While this doesn’t happen overnight, the benefits are well worth your strategic (and measurable) efforts.

However, before we address 7 strategies you and your team can implement to get started or fine tune, it’s important to address your patient conversion metrics.

Patient Conversion Metrics

Understandably, your patient conversion rate from inquiry to surgery is one of the most important metrics to track in your weight loss surgery practice. However, it is often is one of the most misunderstood and poorly tracked metrics for many practitioners and their teams.

Your conversion rate quantifies potential bottlenecks that can occur throughout your patient process. It is your window of opportunity for figuring out why patients are – or are not – following through so you can make appropriate course corrections and pathway improvements.

Understandably, not everyone is an ideal candidate for weight loss surgery and some may not have the insurance benefit and/or want to pay out of pocket for surgery. However, if screened properly, these should contribute to a small percentage of your non-converting metric.

So, what is a good patient conversion rate for your weight loss surgery practice? Honestly, you should not settle for a percentage less than 75%. In fact, with a solid qualified patient acquisition method and an efficient system for patient conversion to surgery, a higher percentage is possible.

How to Improve Your Weight Loss Surgery Conversion Metrics

If you want to improve your weight loss surgery conversion metrics, below are 7 strategies that will positively influence your results. These are essential for short- and long-term success.

Get the Right Team on Board & Clearly Communicate Your Desired Outcome: The surgeon is a critically important part of your process. However, it is your team that creates the initial and ongoing relationship that guides patients across the (sometimes intimidating) bridge from their first inquiry to initial consultation with the surgeon. Your team contributes significantly to the ‘vibe’ in your practice that not only attracts patients but makes them feel sincerely valued and want to stay. Your team also wants to do a good job. In order to do so, they need to be aware of your specific surgical goals and be invited to participate (and lead) a streamlined process. They need to help you reverse engineer what is necessary to get to your goal. When included, they become a much more active participant and their efforts become more of a mission rather than a job. This reverse engineering typically includes:
1. Who is your specific ideal patient?
2. What is your desired weight loss surgery volume?
3. What is your current conversion rate?
4. How many qualified leads do you need to meet this volume based on your current conversion rate?
5. What are the strengths and weaknesses of your current patient acquisition and conversion process?
6. What can/should be changed in your process to make your goal a reality?
7. What is the plan to make this happen?
Attract the Right Patients: It is impossible to attract the right (your ideal) patients if you don’t define this in the first place. The messages and advertisements you share should ‘speak to’ these people specifically, address their greatest frustrations, show how the transformation they desire is possible, and why you are the best option for care. This relates to all types of online and offline communication such as your website, your social media, your blogs, your videos, your brochures, and your testimonials/reviews.
Simplify the Patient Inquiry Process: The next step is helping people know the next (easy) step to move forward with you and your practice. Commonly called a ‘call to action’, you are giving them instructions such as ‘click here’, ‘ask questions here’, ‘watch this webinar’, ‘text us’, ‘contact us’, ‘join our challenge’, ‘download our free guide to weight loss surgery’ or similar. Patients seeking weight loss surgery are researching all hours of the day and night. You need to show up and have an easy way for them to contact you or access more information about you and what you offer.
Personalize Your Prompt Follow-Up: We live in a world of immediate gratification. Healthcare consumerism has made this a desirable factor for patients as well that cannot be ignored. Luckily, this is where you can combine your personality with technology so you, your website, your social media, your webinars, and customized follow-up messages are available 24/7/365 without overtime for your team. Of course, reaching out personally is a desired and required action, but in this way patients are not delayed in finding out more about you and their next steps to becoming your established patient.
Systematize Ongoing Patient Tracking & Communication: Particularly in the field of bariatric surgery, you tend to follow the same steps and say the same things over and over. Fortunately, it has never been as easy as it is today to automate the process of tracking new patient leads, getting them started on their journey, engaging them in the process, informing them of their ‘to do’ list and next steps while continuously nurturing and educating them along the way.
Leverage Technology for a Seamless (and Enjoyable) Process: Manual processes may work up to a caseload of about 150 surgeries/year but after that (and even with this caseload), automation will ensure a good patient flow and care coordination, less patients ‘falling through the cracks’, increased patient satisfaction, and an ability to grow your caseload. It is best with one seamless system but integrations to a systematic patient flow system can fairly easily be integrated into your current EMR.
Monitor Your Metrics: What you measure tends to improve. This includes key performance indicators you assign to your team. While you likely monitor metrics closely for billing/collections and budgeting, tracking your referrals and patient conversion metrics (among others) cannot be ignored. No matter what size your practice is, metrics matter.

It is important to take proactive measures to ensure you can accurately track qualified leads from initial inquiry to weight loss surgery. The strategies outlined here can help you significantly improve your conversion metrics and help you attain your weight loss surgery practice goals with greater predictability and peace of mind.