At Levin Group, we’ve spent over 40 years helping practices grow through one core principle: systems drive success. One of the most powerful systems you can implement is the New Patient Experience—and it starts with the very first interaction.
From the initial phone call to the first in-person visit, each touchpoint offers a chance to create a strong first impression and increase revenue. Practices that follow a defined system for welcoming new patients often see 2–3x the first-year revenue compared to current active patients.
Here are three essential components to elevate your new patient experience:
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First Impressions Matter: Express genuine excitement when a new patient calls. Let them know your practice looks forward to meeting them.
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Make Referrals Personal: When a patient shares who referred them, offer a sincere compliment about that person—it builds trust and reinforces loyalty.
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Create a Memorable Visit: Welcome patients by name, build rapport before clinical care, and introduce your family referral program clearly and warmly.
The key is consistency. Execute the same great experience for every patient, every day, every time.
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