The Business of a Clinic (BOAC)

E#18 - Clinic SOPs, Follow-Up Debt, Your Clinic CRM Doesn't Have a User

Jared Aron Season 1 Episode 18

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 39:22

In this episode of The Business of a Clinic, we unpack the operational realities behind SOPs, follow-up, and patient retention — and why most clinics unknowingly leak patients long after treatment, consultations, or enquiries.

We discuss why SOPs are rarely fully documented, how critical context lives inside people’s heads instead of systems, and why this creates risk when clinics attempt to automate or scale.

The conversation also introduces the concept of follow-up debt — the slow accumulation of missed follow-ups, stalled patients, and unresolved issues that quietly undermine growth and patient trust.

Topics covered include:

  • What SOPs actually mean in a healthcare setting
  • Why intake SOPs get attention — but recall and issue resolution don’t
  • How undocumented nuance breaks automation and AI workflows
  • The difference between complaints vs bad feedback — and why escalation matters
  • Why CRM systems struggle with real patient journeys
  • Transactional vs relational patient communication
  • The limits of rules-based automation in healthcare
  • Where AI helps — and where human ownership is non-negotiable

This episode is essential listening for clinic owners, operators, and healthcare leaders who want to understand why patients drift, why recall fails, and how operational debt quietly builds inside growing practices.