Employer leads from your own members

Your members already know what DPC is like. Some of them own businesses, manage teams or work in HR.

Find them

Add an optional question to your intake form: "Do you own a business or help choose benefits where you work?" Review the answers once a quarter.

Ask the right way

• Ask at a natural moment, such as after a good visit, never during a hard one.
• Keep it low pressure: "If your company ever looks at benefits, I'd be glad to talk with them."
• Give them something to pass on: a one-page summary for employers.

Keep the roles separate

Their care doesn't change based on whether a deal happens. Don't discuss their health with their employer, and don't mention to the employer that they are your patient unless they tell you it's fine. More on privacy with employers.

Thanks, not payment

A handwritten thank-you is fine. Before you offer anything of value for a referral, ask a healthcare attorney.

Track where each lead came from

In a made-up example, you sign three employer groups in a year. Two came through members. That tells you where to spend your time next year. Record the source in your employer lead list.

What I'd do this week

• Add the business owner question to your intake form.
• Write a one-page employer summary members can forward.
• Look at your member list for names you know own a business.

Common questions

Is it awkward to ask patients for business?
Not if you ask once, lightly, and drop it if they aren't interested.

What if the member is an employee, not the owner?
They can still pass your summary to HR. Ask them who decides benefits.

Should I offer the member a discount?
Ask a healthcare attorney first. A thank-you note is the safe default.