Active Client Retention Scorecard Your NameSelect your nameAli MachucaBrogan KearneyJenna WeigandJessica RotapJessica StrohmKelsey GlanderKryston SkinnerNoelle SpayerHospital Name:*Date*Email Capture RateIs the hospital’s email capture rate above 70%?* Yes No Unknown Reminder PlatformDoes the client have a reminder platform in place?* Yes No Unknown Is their email capture rate above 70%?* Yes No Unknown What key features are currently in use?* Appointment Confirmation Pre-Appointment Reminders Post-Appointment Follow-Up Past Due Reminders Postcard Reminders Two-Way Texting Virtual Records Access Online Appointment Requests Are at least 30% of users enrolled in their Loyalty Program?* Yes No Unknown Forward BookingIs the hospital actively forward booking?* Yes No Unknown Online PharmacyDoes the hospital have an online pharmacy?* Yes No Unknown Is the pharmacy featured prominently on their website?* Yes No Unknown Call TrackingWhat is the hospital’s YTD existing client conversion rate?*Pet InsuranceDoes the hospital offer pet insurance options?* Yes No Unknown Δ
