5 Patient Retention Tactics Every Membership Practice Needs
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5 Patient Retention Tactics Every Membership Practice Needs

Steven Schwartz

Steven Schwartz

Concierge Medical Marketing LLC · May 20, 2025

Acquiring a new patient costs significantly more than retaining an existing one. For membership-based practices, retention is not just important—it is the foundation of sustainable growth.

1. Personalized Communication

Members chose your practice for a more personal experience. Deliver on that promise with:

  • Birthday messages
  • Health milestone check-ins
  • Personalized wellness recommendations

These small touches show you know them as individuals.

2. Proactive Health Outreach

Do not wait for patients to come to you. Reach out proactively with seasonal health reminders, preventive care scheduling, and relevant health content that demonstrates ongoing value.

3. Streamlined Access

One of the biggest selling points of membership medicine is access. Make sure your communication channels—whether text, email, portal, or phone—are genuinely easy to use and responsive.

4. Regular Satisfaction Surveys

Short, periodic surveys help you catch dissatisfaction early. A simple quarterly check-in asking about their experience can prevent cancellations before they happen.

5. Community Building

Create a sense of belonging through:

  • Patient events
  • Wellness workshops
  • An exclusive newsletter

When patients feel part of a community, they are far less likely to leave.

Final Thought

Retention is not a single tactic—it is a mindset that should permeate every interaction your practice has with its members.

For more strategies on growing and retaining your membership base, visit Steven Schwartz at Concierge Medical Marketing.