“How to build your patient/client caseload- PART 2”

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Hope you enjoyed Part 1 on how to build your patient/client caseload.  How are you finding it giving recommendations to clients on their first day for how many sessions it will take to resolve their issue?  Are you keeping business cards on you now?  Having business cards is by far one of the easiest ways to promote yourself.

Let’s get started with Part 2.  Part 2 is going to be a bit more ambitious in its suggestions but I guarantee you a little bit of work on your part will pay off by growing your caseload.  Here goes:

  1. Call previous clients.  I was reminded of this tip from a fellow physio, Peter Mooney of Peter Francis Physiotherapy .  There are a few good reasons for calling them.  First, they will see it as a courtesy call that you’re checking to see how they are doing.  Two, they may have a new reason to come in and see you and have been meaning to call you.  Three, you become “fresh” in their mind again and when a friend or family member of theirs mentions they need physiotherapy, you’ll be the first person they recommend.
  2. This is a favorite of mine…at the end of each week, look at current patient list and see who does not have appointments booked for the following week.  We’ve all had patients who say they have to check their schedule and forget to call in to book.  When you call, you can say the reason behind your call was you wanted to ensure the patient was able to get an appointment time that worked for them for the following week.
  3. This tip is a bit trickier…but very worthwhile.  It is to keep track of how many new assessments book a follow-up appointment with you and if so, how many do they book.  The term in the industry for this is “metrics.”  It may sound like this is a lot of work but if you’re building your caseload this is a very worthwhile way to spend your unbooked time.  A good goal for rebooking first assessments would be 75% of new assessments re-book for a minimum of 4 sessions.
  4. This tip is a fun one.  If you work at a facility with a therapist who has a full caseload offer to take them out for a coffee to ask what they found worked well for them.  That therapist may have found some unique ways specific to your clinic or your city that have worked well for them.

Well, that’s it for Part 2 “How to build your patient/client caseload.”  If you have any questions about these articles feel free to contact me as well, [email protected] .  Good luck!

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