Description
with Special Guest Speaker: Whitney Norris
Recorded on April 26th, 2022
Course Description: A successful membership plan starts with a solid foundation — not only in how your plan is built, priced, marketed, and managed, but also in the strength and expertise of the support that your team has behind them.
Whitney Norris, a Kleer growth specialist is here to discuss the ins-and-outs of a successful membership plan. This masterclass is designed to help answer all of your questions so that you can walk away with a clear (no pun intended!) game plan on how to either implement a scalable, easy-to-manage in-house membership plan — or take your current one to the next level.
Learning Objectives:
1. How to think about structuring and pricing your plan to maximize patient value and practice return
2. Guidance on ways to set up your membership plan in your practice management software
3. Automating basic workflows like payment processing, deposits, and renewals to make your plan more scalable — plus how Kleer can help support your team by fielding patient questions and tickets
4. Understanding plan performance with simple dashboards and reports — seeing how far you’ve reached into your patient base by knowing where you stand with your opportunity
5. Measuring the year over year performance of your plan and optimizing pricing and structure accordingly
6. Best practices for team onboarding, training, and incentivization to maximize engagement
7. Maintaining plan compliance in core areas like payment processing and renewals
8. Best practices, tips, tricks, and resources for marketing both your practice and your plan
1.0 CEU
AGD PACE Subject Code: 550 – Practice Management and Human Relations
Course Review Date: March 26, 2025
Course Expiration: March 26, 2028
Cancellation/Refund Policy: There are no refunds given for this event
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