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Chapter 04: Insurance

Lesson 02 of 03

8 Tips to Drop PPOs

A practical checklist for going out of network without losing your patients.

The lesson

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1. Calculate the write-off on every plan. 2. Rank plans worst to best. 3. Build your membership plan and market it hard for six to twelve months. 4. Set a member target that replaces the production of the plan you're dropping.

5. Train the whole team on out-of-network language before you announce. 6. Give patients ninety days' notice, in writing and in person. 7. Offer the membership plan as the landing place in every single conversation. 8. Track retention weekly for six months and adjust.

Key takeaways

  • Replace the production before you drop the plan.
  • Ninety days' notice, delivered in person as well as in writing.
  • Every conversation ends with the membership offer.
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