CBP 281: How to Simplify Your Systems and Keep Patients From Dropping Off

Most clinics don’t fail because they’re bad at treatment—they stall because their tools don’t talk. EMR here. Scheduler there. Email somewhere else. A texting app. A CRM you meant to set up “one day.”

In the gaps between them?

Patients and leads fall through.

This week’s episode gives you a simple, durable way to fix it—without another fancy platform, without months of setup, and without you doing more.

What You’re Getting Today

The hidden trap: Platform sprawl → missed follow-ups → lost revenue

The fix: A single Google Sheet + one “quarterback” to run it

How to scale it: SOPs your whole team can follow

Your next step: Grab the free Sheet + video walkthrough that can completely transform your follow-up process—and the impact you have with your practice. The Lead Management and Patient Follow-up Tracking Sheet and Training is the same tool I use in my own clinic. It makes it easy to track follow-ups, set timely reminders, and stay top-of-mind with the people most likely to say yes down the road—so no one, and no revenue, slip through the cracks. Grab your copy here.

USEFUL INFORMATION:

Check out our course: How to answer, “Do you take my insurance?”