Concierge & DPC

AI-powered outreach to retain active members and reactivate lapsed concierge patients

Concierge practices depend on sustained membership. An AI receptionist can proactively call members approaching renewal, check on lapsed patients, and schedule reactivation appointments—turning at-risk members into retained revenue.

How it pays back

Renewals happen before members churn

Proactive renewal outreach catches at-risk members before they make a cancellation decision. A personal call from your practice signals commitment to the relationship.

Lapsed members are invited back, not forgotten

Members who haven't been seen in 12+ months receive a reactivation call. Your practice director gets a list of high-probability reactivation candidates with context about why they lapsed.

Member feedback informs practice decisions

The AI captures satisfaction data, billing concerns, and access issues during outreach calls. Your leadership reviews these themes to improve retention.

Appointment slots fill with renewal and reactivation visits

Outreach calls book consultations directly, ensuring your practice has scheduled revenue from renewals and reactivations.

Proactive renewal outreach

Members are contacted before renewal windows close

Lapsed member reactivation

Systematic outreach to reactivate members who haven't been seen recently

Appointment slots booked

Renewal consultations and reactivation visits scheduled automatically

Member feedback captured

Satisfaction, concerns, and churn risks documented for leadership review

Frequently asked questions

How does the AI know when a member's renewal is approaching?

You provide the AI with a member list segmented by renewal date. The AI calls members 30–45 days before renewal. We can also query your practice management system to pull members with anniversary dates approaching.

What if a member says they want to cancel?

The AI listens for cancellation intent, asks why, and offers to connect the member with your practice director for a retention discussion. This is logged and flagged as high-priority for immediate outreach by your leadership.

How does the AI identify lapsed members for reactivation?

You define the lapse threshold (e.g., no visit in 12+ months). We query your practice management system for members meeting that criteria, and the AI calls them with reactivation messaging. A lapsed member who books an appointment during the call fills your schedule with recovered revenue.

What kind of feedback does the AI capture during outreach?

The AI asks about member satisfaction, access to the provider, billing clarity, and any reasons for considering cancellation. Responses are returned as structured summaries grouped by theme—your director identifies trends and improvement opportunities.

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