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Guide to Creating a Dental Referral Program for Patients

November 22, 2024
Written by: Jordon Comstock

Patient referrals are like the lifeblood of your dental practice—they signal trust, satisfaction, and the potential for significant growth. But unlike drawing blood, which is a straightforward procedure, setting up a robust referral program from your patients warrants more than just a needle’s precision. In this comprehensive guide, we’ll walk you through every surgical step to create a program that not only captures referrals but also nurtures a steady stream of new patients through your doors.

The Anatomy of Referral Programs

A dental referral program is more than a thank-you note for a friend’s recommendation. It’s a strategic approach to leveraging your satisfied patients as dental marketers. Referral programs harness the power of word-of-mouth, a potent tool in a prospective patient’s decision-making process. They solidify your standing in the community and can significantly reduce your marketing expenditures while boosting your credibility.

Unpacking the Core Benefits

Referral programs are, economically speaking, a cut above traditional marketing strategies. They:

  • Tap into patients’ existing networks, significantly reducing the acquisition cost of new patients.
  • Foster a sense of loyalty and pride among patients who enjoy spreading the word about a service they believe in.
  • Provide a constant, and often increasing, flow of new patients compared to intermittent bursts from other marketing efforts.
  • Enhance the trust-basis upon which dental care is built, by being personally recommended.

Designing Your Program

Crafting a referral program is akin to creating a dental treatment plan; it’s tailored to the patient’s (or referrer’s) needs and offers clear benefits.

Setting the Scene with Objectives

Your first fillings, ahem, I mean steps, are to define clear goals for your program. Do you aim to increase patient numbers by a certain percentage? Are you hoping to fill your schedule for certain off-peak times? Or are you striving to increase referrals for high-profit services? Your objectives will dictate the rest of the program, from the incentives you offer to how you measure success.

Incentivizing Referrals & Referees

Referrers are your satisfied patients who are willing to become evangelists. In return for their advocacy, you must offer incentives that are both desirable and cost-effective. These could range from a discount on future services to a tangible gift or even a charitable contribution in the referrer’s name. Equally as important are the rewards for the new patients, such as a complimentary dental check-up or cosmetic assessment. Make sure both parties feel appreciated.

Launching a Membership Referral Initiative

Leveraging a patient membership plan, with technology such as BoomCloud, provides an innovative platform to amplify your referral program. Offering a membership plan underpins a commitment to outstanding patient care and cost management. By integrating this with your referral initiative, you can reward patients who actively contribute to expanding your practice’s community. For each referral resulting in a new sign-up to the membership plan, the referrer should receive an exclusive reward, such as additional months added to their membership at no cost, or access to premium services typically reserved for a higher tier. This approach not only enhances the value of your membership plan but also transforms your satisfied patients into key players in your practice’s growth storyline. Make it clear that every successful membership referral is your practice’s way of saying “thank you” for their trust and support. This solution-oriented strategy fortifies the patient-practice relationship, ensuring a continuous cycle of growth and satisfaction.

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Scaffolding the Structure

How do patients refer others to your practice? Will you use traditional ‘refer a friend’ postcards, or perhaps a more modern email or app interface? Decide on a process that’s easy for both the referrer and the referee. The easier it is to refer someone, the higher the chances of your program’s success.

Implementing Your Program

Like any good restoration, it’s not just about the materials—it’s the skill of the dentist using them. Launching your program effectively is a meticulous process.

Preparing for Liftoff

Before launch, you must train your staff on how the program works, with clear knowledge of the incentives and the process. Simultaneously, ensure your infrastructure is ready; can your appointment scheduling system handle an influx of new patients?

Monitoring Oral Health

You wouldn’t perform a root canal without an X-ray first. Similarly, it’s crucial to track the effectiveness of your program. How many referrals are you getting per month? What services are most referred? This data will help you fine-tune your program over time.

Engaging Your Patients

Your patients are the roots of your referral success. Education and encouragement are vital to foster an environment where referrals are commonplace.

Schooling Your Advocates

Educate your patients about the program through in-office materials and clear communication. The more they understand the process and benefits, the more likely they are to participate.

Cultivating a Positive Experience

The best way to encourage patient referrals is to provide exceptional service. A fantastic experience at your practice is the groundwork for enthusiastic referrals.

Real-life Experiments

There’s no risk like that which comes from a shark tank investment, but here we present our case studies to show you that using referral programs can lead to significant growth without the drama.

Case Study 1: The Perfect Smile

A dental office in a competitive urban area saw a 25% increase in patient visits thanks to a referral program. Patients were offered a complimentary teeth whitening or electric toothbrush for referring a new patient who completed a cosmetic procedure.

Case Study 2: The Cavity of New Patients

A small-town practice suffering from ‘seasons of slim’ saw a sustained increase in referrals from an average of 5 per month to 20 per month after implementing a program that included a discount on braces for referrals.

Conclusion & Brushing Up on Knowledge

Implementing a dental referral program isn’t as daunting as a complex extraction, but it does require attention to detail, from the structure to the communication. By understanding the principles and benefits of referral programs and applying them with creativity and commitment, your practice can experience significant growth. Remember, each patient who walks in through a referral is not just a number—they are part of a network of trust that your practice has built over time. In your pursuit of practice growth, the referral program is your loyal alley. Treat it well, and it will serve you well, bringing new patients and improving the health of your practice for years to come.

Further Resources & Insights

For dental practices eager to deepen their understanding and sharpen their implementation of referral programs, the following resources provide valuable insights and actionable advice:

  • American Dental Association (ADA) Guidelines for Dental Practice: Explore ADA’s resources aimed at enhancing patient care and managerial excellence. Their publications on practice growth through referral programs can be particularly enlightening.
  • Dental Economics: This website offers a treasure trove of articles, webinars, and case studies focused on the business side of dentistry, including effective referral strategies. Start with their piece on Maximizing Your Referral Program.
  • BoomCloud’s Ultimate Guide to Dental Membership Plans: Deepen your understanding of how membership plans can boost referrals with BoomCloud’s comprehensive guide. This resource is pivotal for practices looking to integrate membership and referral programs.
  • SmartBox’s Patient Attraction System™: For practices wishing to leverage digital marketing in conjunction with referral programs, SmartBox offers insights on attracting and retaining patients. Check out their Patient Attraction System™.

By tapping into these resources, your practice can further refine its referral program, ensuring it is both effective and enduring. Remember, continuous learning and adaptation are key to thriving in today’s competitive healthcare landscape.

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BoomCloud is a software platform that allows you to create, manage & grow your own membership program. Build unlimited plans, track recurring revenue, active members metrics. Integrate your online membership enrollment with your website & start growing recurring revenue. Schedule a demo!

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Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business.

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