Clinic Cadence
← Clinic Ops Handbook
Onboarding · 3 min

A consent and form chase that does not annoy anyone

New members do not return forms because they forgot, not because they changed their mind. The cadence matters more than the wording.


Time-to-active is the number that decides whether a new member becomes a long one. Every day a member sits between signing and their first appointment is a day they can quietly reconsider.

The cadence

  1. Same day as signing: the full pack, in one message, with the shortest possible path to completing it on a phone.
  2. Day 1: only if nothing has been returned. One line, friendly, naming the single outstanding item.
  3. Day 3: name what is blocked. "We can book your first appointment as soon as the consent is back" is more effective than another reminder.
  4. Day 7: a call task for the front desk. By day seven, a message is not going to work.
  5. Day 10: offer to complete it with them at the first appointment instead. Removing the blocker beats chasing it.

Two details that move the number

More from the handbook

All notes
The dunning ladder that recovers most expired cards4 min Filling a cancellation the same day3 min Four things a one-person front desk should stop doing3 min
See what the desk costs