Check Your Practice Pulse: Is Your Practice in Rhythm or Out of Sync?

Take this quick self-audit to see if your systems are helping you grow or holding you back.

Running a Direct Primary Care practice means wearing every hat. But without the right systems, even great care can’t grow. This short quiz will show you where your practice pulse is steady, where it’s irregular, and where you may need a defibrillator.

1. Bringing in New Patients

Do you have a steady flow of new patient inquiries each month (not just word of mouth)? *

Yes

Sometimes

Do you know how many people who ask about your practice actually end up joining? *

Yes

Sometimes

Do you regularly do things like Facebook ads, open houses, health talks, or community events to get your name in front of new people? *

Yes

Sometimes

2. Keeping Patients Engaged

Do you have a way to check in automatically with patients who haven’t been seen or active in a while? *

Yes

Sometimes

Do you ask patients for reviews or testimonials so others can see the value of your care? *

Yes

Sometimes

Do you send regular updates, newsletters, or emails that keep your members connected to you? *

Yes

Sometimes

3. Making It Easy for Potential Patients

Can potential patients easily reach you from your website (e.g., chat box or text option)? *

Yes

Sometimes

If you miss a phone call, does the person get an automatic text reply or quick follow-up so they’re not left hanging? *

Yes

Sometimes

Do you have an easy way to answer routine questions (like pricing, services, or “what is DPC?”) without having to call every person yourself? *

Yes

Sometimes

4. Educating and Nurturing Leads

Do you have a system that helps explain Direct Primary Care to people before they ever meet you? *

Yes

Sometimes

Do you send automated emails or texts that warm up potential patients and answer their common questions until they’re ready to join? *

Yes

Sometimes

Are your tools (like ads, website, and communication system) connected so you’re not repeating work? *

Yes

Sometimes

Do people often show up to meet-and-greet already understanding Direct Primary Care because they’ve been educated ahead of time? *

Yes

Sometimes

Total Score

Full Name

Phone *

Email *