CBP 281: How to Simplify Your Systems and Keep Patients From Dropping Off

The Cash-Based Practice Podcast

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Most clinics don’t fail because they’re bad at treatment—they stall because their tools don’t talk. EMR here. Scheduler there. Email somewhere else. A texting app. A CRM you meant to set up “one day.”

In the gaps between them?

Patients and leads fall through.

This week’s episode gives you a simple, durable way to fix it—without another fancy platform, without months of setup, and without you doing more.

What You’re Getting Today

The hidden trap: Platform sprawl → missed follow-ups → lost revenue
The fix: A single Google Sheet + one “quarterback” to run it
How to scale it: SOPs your whole team can follow
Your next step: Grab the free Sheet + video walkthrough that can completely transform your follow-up process—and the impact you have with your practice. The Lead Management and Patient Follow-up Tracking Sheet and Training is the same tool I use in my own clinic. It makes it easy to track follow-ups, set timely reminders, and stay top-of-mind with the people most likely to say yes down the road—so no one, and no revenue, slip through the cracks. Grab your copy here.

USEFUL INFORMATION: Check out our course: How to answer, “Do you take my insurance?”

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