CBP 283: Fortune in the Follow-Up: The Simple System to Win Back Patients Who Leave for Insurance
The Cash-Based Practice Podcast
Release Date: 09/27/2025
The Cash-Based Practice Podcast
As the year winds down, most practice owners feel the pull to “look back” and “plan ahead.” But too often, that process turns into either a surface-level glance at revenue—or an overwhelming spiral of things you should have done better. That’s not helpful. And it’s not how you build a practice that actually supports the life you want. In this week’s episode, I walk through a more grounded, intentional way to review the past year and plan the next one—starting with a question most business owners skip entirely: What does success actually mean to you? Because if you don’t...
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A lot of Cash-Pay practices are doing something very smart right now. They’re using entry-point services to get new customers in the door… things like specialty services and modalities (like shockwave therapy, red light sauna, etc), performance-based training, etc. And it works… Ads convert. Promotions fill schedules. New Patients and Revenue comes in. But here’s the problem I keep seeing in most practices doing this … They struggle to get these new customers to say ‘yes’ to everything else that could benefit them. For example: pretty much everyone who would benefit from...
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When most clinicians think about scaling, they picture working more hours, taking on more risk, or grinding harder than ever. Jonathan Parr took the opposite path. He built a multi-location, seven-figure, cash-based practice by focusing on a niche most practice owners avoid… and by building systems that made growth predictable instead of overwhelming. If you’ve ever wondered whether mastering a niche, developing your team, and creating actual freedom is possible in today’s environment… …Jonathan’s story is proof that it is. What You’ll Learn Today How Jonathan built full...
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As insurance companies steadily cut Out-of-Network benefits and reimbursement, many Cash-Based practices are really feeling the impact. Patients who once received 40–50% back from self-claims suddenly get zero, and some respond with: “I just can’t afford this anymore. I need to use my insurance.” It’s frustrating. It feels out of your control. And yes—this trend is growing nationwide. But here’s the part most practices NEVER realize: You can win back a lot of these patients—if your follow-up strategy is airtight. That’s what this episode breaks down. Before you do though, a...
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Competition in the Cash-Based PT world is rising—fast. If it feels like new Private-Pay practices are popping up every month in your area, you’re not imagining it. Clinicians are leaving insurance jobs, jumping Out-of-Network, and launching Cash-Based practices at the fastest rate we’ve ever seen. So here’s an inconvenient truth: Longer, One-on-one sessions are no longer a differentiator. Every cash practice offers that now. So in this episode, I walk a Mastermind member through how to stay confident, stay full, and stay ahead—without burning out or obsessing over competitors and the...
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Every practice owner wants consistent, predictable revenue—and the best way to earn this are patients who keep coming back because you continue to transform their life, and they truly value what you provide. That’s exactly what continuity and maintenance memberships can create. In this episode, I walk through the most effective strategies for getting more patients to say “yes” to your ongoing care memberships—without feeling salesy or pushy, or offering them anything that wouldn’t be of significant value to them.. And since this episode releases right around Halloween, I’ll start...
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If you’ve ever wondered whether niching down could really accelerate your practice growth, this episode is your answer. I sat down with longtime Mastermind member Danielle Vernon, founder of , to talk about how she built a thriving Cash-Based practice around a single, underserved niche—and turned it into a referral-generating machine. From starting out in her home clinic to building a 2,200-square-foot specialty practice, Danielle shares the exact steps, lessons, and mindset shifts that helped her go from burnout in traditional orthopedics to fulfillment and freedom in a Cash-Based niche....
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If you treat (or plan to treat) Medicare beneficiaries in a Cash-Based model, this week’s short but crucial podcast episode is for you. There’s a lot of confusion about about the topic as a whole, and even more confusion when it comes to allowing or not allowing self-claims in the scenarios of: “Medicare as a secondary” Medicare as primary, but having a private insurance as a secondary” and “Medicare Advantage plans” In this episode, I walk through real-world scenarios and answer the questions I get most often inside the Mastermind about how...
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Most social-media tactics come and go. The algorithm changes, trends fade, and what worked three months ago might be dead today. That’s why I rarely create public content about social-media marketing—because most of it isn’t evergreen. But in this episode, I share the one approach that always works to generate real patients, no matter the year, the platform, or the algorithm. What You’re Getting Today The evergreen framework for turning social followers into real patients How to structure every short-form video so it actually produces leads A free downloadable checklist for...
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…Patients who show up for the eval, and never come back. They book once, and at the end of the first appointment: “I’ll just see how I do with these exercises.” Or “I need to watch my expenses, so I’m gonna try an in-network clinic.” Sound familiar? In this episode, I coach a Mastermind member through this exact issue—and share the exact scripts I use to keep patients committed, from eval all the way to discharge. What You’re Getting Today The common mistake that drives patients away after the eval Simple scripts to keep patients from “testing the waters” at home A...
info_outlineLet’s face it: insurance companies aren’t just screwing over private practices… they are pulling the rug out from under our patients as well.
Once upon a time, they’d file a self-claim and get 40–50% back.
Now? Quite often it’s Zero.
That means more and more patients—sometimes even loyal ones you’ve treated for years—are saying, “I can’t afford this anymore. I’ll try in-network.”
Painful. But here’s the truth: while you can’t stop this trend completely, you can win back a surprising number of these patients—if you have the right follow-up systems in place.
What You’re Getting Today
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The hidden trap that causes patients to slip away for good
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The system my practice uses to follow up and win them back
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A free follow up spreadsheet + video training to plug into your own practice, and never let a winnable. Grab your free guide here.
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Lead/patient slip through the cracks again
USEFUL INFORMATION:
Check out our course: CASH-BASED PRACTICE MARKETING INTENSIVE