"The patient's initial call can be the difference between gaining or losing their business." Dr. Justin West, plastic surgeon and practice owner, in CareCredit's advice for practice owners
Find your leak in 30 minutes
You need four numbers from the last 90 days. If you can't get one of them, that's your first job.
- People who saw you. Go to your Business Profile on Google and click Performance. It shows your views and clicks on Search and Maps.
- New-patient calls and forms. Your phone system may count these. If not, start a tally by the phone today.
- New patients booked. Your scheduling system has this.
- New patients who showed up. Same place.
Now find your row:
| What you see | What it probably means | Start here |
|---|---|---|
| Few views, few calls | People can't find you | Get found by strangers |
| Plenty of views, few calls | They looked and left | Make your website answer three questions |
| Plenty of calls, few booked | The phone is losing them | Test your own front door |
| Plenty booked, too many no-shows | The first visit is too far away, or they're nervous | Say when you can see them |
| Nearly everyone comes from one source | If that source stops, so do your new patients | Ask the people who already trust you |
Then start one habit today. Ask every new patient, "How did you find us?" and write down the answer. In a month, you'll know what deserves more money and what to stop paying for.
Know how patients choose you
"Patients" aren't one group. Someone with a cracked tooth and someone thinking about a facelift want very different things from you.
| Your practice | What the patient wants | What matters most |
|---|---|---|
| Urgent care, or anything that hurts today | To be seen soon | A phone that gets answered, same-day times, a spot on the map |
| Ongoing care, like primary care, pediatrics or physical therapy | Someone close who takes their plan | A clear list of plans, your hours, real open times |
| Big decisions they pay for, like cosmetic work or hearing aids | To compare you and trust you | Price ranges, payment options, a small first step |
| Specialists who get sent patients | To go where their doctor sends them | Offices that send you patients, quick first visits, letters back to the doctor |
| Private care, like therapy | To feel safe before they call | A calm walk-through of the first visit, and a way to book without talking |
Find your row and spend your time there first. A few kinds of practice have their own twists. For chiropractors, it's mostly chiropractic marketing that doesn't sound like a sales pitch. For therapists, the real question is how to get more therapy clients without feeling pushy. Vets have a patient who can't talk, so how to get more veterinary clients means winning over the owner.
Test your own front door
This takes 15 minutes and costs nothing. Ask a friend to call your office at lunchtime and again at 5:15, as a new patient. They ask three things:
- Are you taking new patients?
- Do you take my insurance?
- How soon can I be seen?
Afterward, ask your friend how many rings it took, whether anyone sounded rushed, and whether anyone offered a time. This tests the system, so nobody gets in trouble for what you find.
The simple fix is to offer a time on every call. Give everyone who answers the phone wording like this, using only what's true for you:
| They ask | Weak answer | Better answer |
|---|---|---|
| Are you taking new patients? | "I'd have to check." | "Yes, we are. Our next new-patient visit is Tuesday at 10. Does that work?" |
| Do you take my insurance? | "You'd have to call them." | "Yes, we take that plan. Are mornings or afternoons better for you?" |
| What will it cost? | "It depends." | "For most new patients it's $X to $Y. Tell me your plan and I can get closer." |
| Can you see me sooner? | "That's our first opening." | "That's our first regular opening. I can put you on our short-notice list and call you if a time opens up." |
Dr. West's own rule is that a trained person should pick up within three rings. That's hard on a busy morning, and it isn't your front desk's fault. So give them some backup at busy times. Pick a second person who answers after three rings. Pick one person to return every missed call and web form by the end of the day. Write that person's name down, because "someone will call them back" means nobody will.
Say when you can see them
In a survey of doctors' offices in 15 big US cities, new patients waited 31 days on average for an appointment. If you can see someone next week, that's a good reason to pick you. Say so on your website, on your Google profile and on the phone.
Try this wording, if it's true: Taking new patients now. Most new patients are seen within a week.
If your first opening is months away, fix that before you market anything. More calls will only make the wait longer. Hold back a few new-patient times each week, and keep a short-notice list for cancellations.
Long waits and nerves can both lead to no-shows. Send a reminder, and tell people what will happen at the first visit, how long it takes and where to park.
Ask the people who already trust you
Your patients
Busy practices can look full. Your patients may love you and still assume you aren't taking anyone new. So tell them, in plain words, at checkout and in your reminders:
We're taking new patients right now. If you know someone who needs this, we'd be glad to see them.
On the first call with any new patient, ask who you can thank for sending them. It tells you who your best sources are. Just don't send that person a thank-you note without asking, because the note tells them their friend came to see you.
Don't pay for referrals, either. In many businesses a gift or a discount for a referral is normal. In healthcare it can be a crime. The US government's plain guide to the law against this covers care paid for by programs like Medicare and Medicaid. It says the ban applies to referrals from patients too. Your state may add rules of its own, so ask a healthcare lawyer before you offer anything.
Other offices
If other doctors send you patients, this may be your best source of new patients. Write down five offices whose patients often need you. Then go and see them in person, and ask one question: "What makes it hard to send people to us?"
Then make it easy. Promise a first visit within a set number of days and a letter back to the doctor soon after. Keep showing up, because one visit won't do much. The same law applies here, so don't pay or give gifts to earn their referrals.
Reviews
A person who gets your name from a friend usually looks you up next. Reviews are what they find. In a survey by Sermo, a network for doctors, about six in ten doctors said they rarely or never ask for one. So just asking helps you stand out.
Google lets you make a link or QR code for reviews. Send it the same day as the visit, or offer it the moment someone says thank you:
That means a lot. Would you mind saying that on Google? It helps other people find us. I can text you the link.
There are two ways to get this wrong:
- Paying for them. Google bans discounts or free services given in exchange for reviews. The FTC, the US agency that protects shoppers, also bans rewards tied to a good or bad review. So ask often and give nothing for it.
- Replying like a normal business. Even saying "we remember your visit" confirms the person is your patient. A Dallas dental practice paid $10,000 to settle possible privacy violations over patient details shared on social media.
Every practice owner has written the perfect reply to a one-star review in their head, usually at 2am. It's fair, it's funny and it's a privacy violation. Leave it there.
Keep one reply ready that confirms nothing, and have whoever handles your privacy rules approve it:
We take concerns like this seriously. Privacy rules stop us from discussing anyone's care here, so please call Maria, our office manager, at (555) 555-0100.
Make your website answer three questions
Open your site on your phone with Wi-Fi off. The first screen should answer these:
- Are you taking new patients? Say it in words.
- Do you take my insurance? "Most major plans" doesn't answer that. List them by name, and tell people what a visit costs if you aren't on their plan.
- How do I book right now? Give them a phone number they can tap and a booking button.
Then pretend you're a stranger and time yourself booking a visit. It should take less than two minutes.
Online booking matters, even if your patients still like the phone. Zocdoc, a booking company, says nearly half of patients book at times when the office is closed, so a site that only says "call us" loses people at 10pm. Show real open times if your system allows it. Once you have a booking page, add it to your Google profile. Find your profile on Google Search, select Booking, then Add link.
After that, add three small things:
- A page for each of the few reasons people come to you most.
- Real photos of the people they'll meet, including whoever answers the phone.
- A step-by-step of the first visit, with how long each part takes.
Bring back patients you've lost
Your easiest new patients may already be in your files. Under the billing rule, someone counts as new if they haven't had care from you, or from another doctor of the same specialty in your group, in three years. Medicare's wording is a little different, so ask your biller before you use a new-patient code.
Either way, these people already know you, and it costs almost nothing to reach them. Run a report of everyone you haven't seen in two years or more, and send a short note:
It's been a while, and we'd love to see you. Here's how to book.
HIPAA, the US health privacy law, generally lets you remind your own patients about your own care. Still, have whoever handles your privacy rules check the wording. Patients who stay also send you their friends, so new-patient work and customer retention strategies go together.
Get found by strangers
Start with what's free.
- Your Google Business Profile. Claim it, then fill in your services, hours, photos and booking link. It's what people see when they search near you.
- Your listing with each insurer. Look yourself up in every plan's online directory, then call the number shown. A wrong number or "not taking new patients" sends people elsewhere, and you'd never know.
- Local talks. Ask an HR manager or a senior center if they'd like a short, useful talk. Dr. Kathy Wiederkehr, a vet, sent trained team members to nearby businesses and apartment buildings, and held open houses every two or three months. She gave out coupons with codes so she could see which events brought in clients. Ask a lawyer before you give out any discounts.
Then, once your phone and website pass the tests above, think about paying.
| Option | Good for | Before you pay |
|---|---|---|
| Google Ads | Urgent care and expensive treatments | Show ads only near you, send people to the matching page and start small |
| Booking sites and directories | Practices with open times to fill | Ask what each booked new patient costs you |
| Names of possible patients you buy | Practices with staff ready to call right away | Ask who else gets the same names, then work out the cost per booked patient |
| Showing up on Google through your website and a blog | The long run | Expect it to take months |
| Social media | Big decisions people like to see, such as smiles | Get written permission for any patient photo |
Social media is slow for most practices, though it can work well for treatments people can see. Dr. Brian Harris, a cosmetic dentist, started posting before-and-after photos of his patients. When one patient who was shy about her smile messaged him, he sent back a short video with her options, rough costs and how to pay, then told her he'd be there when she was ready. She came in a few weeks later. Instagram became his top source of new patients. A family practice shouldn't expect the same, and doesn't need to.
If you hire an agency, ask for a monthly count of booked new patients. Clicks don't sit in your waiting room. Also make sure you own your website, your Google profile and your ad accounts if you ever part ways.
When someone's ready and your office is closed
Even a good website makes people hunt for their own answers, and at 10pm nobody is there to help. That moment is why we built Possible, so read this knowing it's our own product. It's an AI built on real sales psychology that asks each visitor the right question at the right moment, remembers what they say and guides them to a booking. It's free to start, and here's more on our AI sales assistant for clinics and local services.
It suits the patient with lots of questions, such as someone weighing up a big treatment. Someone in pain just needs your phone number. Fix your phones and your insurance list first. And with any tool you try, ours included, ask your privacy adviser before it collects anything about someone's health.
Your first week
- Today: Have a friend call your office. Start asking every new patient how they found you.
- Tomorrow: Pull your four numbers and find your row.
- Day 3: Give the front desk its wording. Name who returns missed calls.
- Day 4: Put "taking new patients" and your plan list on the first screen of your site. Add your booking link to Google.
- Day 5: Start asking for reviews, and get your review reply approved.
- Days 6 and 7: Check your insurer listings, list your five offices and run your report of lost patients.
After a month, read your "How did you find us?" list. Do more of what's at the top.
Questions about getting more new patients
How do I get more patients to my practice?
Make sure you answer the phone and offer a time. Then ask current patients and nearby offices to send people to you, and ask for reviews. Next, fill out your Google profile and list your plans and booking link on your website. Pay for ads last.
What's the fastest way to get more new patients?
Fix what's already leaking. Calling back missed calls and offering a time on every call can help this week, since those people already want to see you. Next comes your list of patients you haven't seen in years.
How can I get more patients without advertising?
Ask for referrals and reviews, visit offices that could send you patients, give local talks and reach out to patients you've lost. These cost mostly time, and they bring people who already have a reason to trust you.
How do I attract patients to a brand-new practice?
You don't have old patients yet, so go to people. Visit nearby doctors and tell them how quickly you can see someone. Claim your Google profile before you open, get listed with insurers and show up at local events. Early on, your short wait is your best selling point.
What is the CMS rule for new patients?
It's a billing rule about who counts as new. In general, it's someone who hasn't had care from you, or from another doctor of the same specialty in your group, in three years. Your biller can tell you how it applies to you.
Is 20 patients a day too much?
There's no single right number. It depends on your specialty, how long visits take and how much help you have. A better test is whether visits run late, notes go home with you and patients feel rushed. If that's your day, make room before you bring in more people.
What are some creative ways to increase patient volume?
Try a short talk at a big local employer, an open house on a Saturday, or a short video reply to someone's question instead of a typed message. Later hours can work too, if patients keep asking for them. Track each one with "How did you find us?", so you know what's worth doing twice.
Go deeper on conversion tactics.