August 31, 2023

As a solo practitioner, you know firsthand the countless hours of blood, sweat, and tears that it takes to build your dream practice. It requires dedication and hard work; there are no two ways about it! But if you haven’t done so already, mastering patient screening is an essential skill set that’s often overlooked in the process of setting up your business. Patient screening opens up many opportunities for streamlining procedures in your organization and can have a significant impact on how successful any practice ultimately becomes. In this blog post, I’ll let you in on my proven strategies to ensure strong patient screening and take some weight off your shoulders when managing healthcare processes moving forward.

The Power of Proper Patient Screening

Imagine this scenario: You’re sitting across from a potential patient in your neatly furnished office, filled with rays of sunlight streaming through the windows. As you engage in conversation, you gradually realize that their needs and expectations don’t align with the specialized care your practice provides. It’s frustrating and a drain on your time, right? 

The key here is effective screening. By investing time upfront to filter out misaligned leads, you can focus on what truly matters: providing top-notch care and growing your practice. Remember, your time is precious, and it should be spent on patients who value and resonate with your approach.

The “Takeaway” Script: Creating Desire Through Exclusivity

Picture this: Someone tells you that you can’t have something. Instantly, your desire for it intensifies, doesn’t it? This psychological principle can work wonders in patient screening. By employing The Takeaway script, you’re essentially saying, “Hey, we’re not for everyone, and that’s a good thing.”

For instance, let your potential patients know that you’re not about quick fixes or prescribing pills. Establish explicit expectations, as you are not only creating a foundation for success but also attracting individuals who are genuinely committed to making a meaningful and lasting positive change in their lives. Communicate your intentions and desired outcomes, and you are more likely to connect with like-minded individuals who share your passion and vision. 

This creates an environment for a supportive and transformative journey where individuals can thrive and grow together, propelling themselves toward a brighter and more fulfilling future. And you know what? This approach doesn’t just help you weed out mismatched patients; it also ignites a fire in those who are genuinely committed to transformation.

The 70-30 Rule: Filtering Out the Serious Players

Ever heard of the 70-30 rule? It’s a gem for patient screening. 

In my experience, it has been intriguing to notice that out of all the patients who come seeking our services, only around 30% display a remarkable level of dedication toward achieving long-lasting results. However, a significant majority, approximately 70%, is primarily driven by the desire for a quick fix. This stark contrast in mindsets has allowed us to understand and tailor our approach accordingly, ensuring we meet the varying needs and expectations of our diverse clientele.

By doing so, you’re subtly nudging potential patients to self-assess and determine if they’re ready to put in the effort required.

The Commitment Litmus Test: Setting the Stage for Success

Ah, the commitment litmus test—my personal favorite. Pose a simple question: “Are you a hundred percent committed to making a change in your life?” This question not only establishes a powerful connection but also reinforces the idea that meaningful change requires dedication.

By making this thoughtful query, you are actively assisting potential patients in evaluating their intentions, ensuring that they align seamlessly with the values and approach of your practice. Moreover, who wouldn’t want to proudly declare their unwavering commitment to exceptional healthcare? Your discerning inquiry allows for a comprehensive understanding and fosters a stronger connection between patients and your practice.

It’s a win-win scenario that sets the stage for a successful patient-practitioner partnership.

Embrace the Art of Patient Selection

I get it; the thought of turning away potential clients might seem daunting. But remember, your goal is to build a practice that thrives on positive interactions and impactful results. You can’t be everything to everyone, and that’s perfectly okay.

Let’s take a moment to reflect on the infamous PITA (pain-in-the-ass) client—that demanding individual who always seems to drain your energy and isn’t quite ready to put in the necessary work. Dealing with such clients can be challenging, as they often require extra attention and patience to navigate through their unique set of needs and expectations. By effectively managing and establishing boundaries in your professional interactions, you can maintain your sanity and continue to deliver exceptional service to all your clients, including the occasional PITA.

Refine your screening process, and you’ll naturally attract dream clients—people who are genuinely eager to engage, put in the effort, and embrace the journey.

Elevate Your Practice, Transform Lives

As solo practitioners and dedicated doctors, your time is your most valuable asset. Patient screening is an essential part of building a successful practice, and there are many ways to approach it wisely. You must remember that the goal of your screening process isn’t to turn people away; instead, it should serve as a way to filter out those who may not be committed enough to benefit from your services. 

By mastering patient screening, you’re not only curating a roster of motivated and aligned clients but also reclaiming your time for what truly matters – delivering exceptional care and driving positive change. So, are you ready to revolutionize your practice? Take action today – schedule an impact call and start creating your dream practice now.


Unlock your true potential today with my exclusive Telephone Script for Booking More Appointments in your medical practice – absolutely FREE! This invaluable tool has aided numerous clients in connecting with top-quality leads, empowering them to prioritize patient care and pursue their passions. Upgrade your approach and seize the opportunity to excel!
Book a custom impact call for an in-depth discussion about your business needs. Experience the potential of tailored solutions that perfectly align with your unique needs.

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