Share the results in person, send a short thank you with the options, treat Medicare patients differently from everyone else, and check in at 30 and 90 days. GoHighLevel can start the sequence from the plan completed tag and a date. The bottom line: the end of a corrective plan is a decision point for the patient, and a clinic that handles it clearly keeps patients who want to stay and respects the ones who do not.
The end of the plan is a fork
A patient who finishes a corrective plan has three realistic choices: stop and return if symptoms come back, continue with periodic wellness visits that the patient pays for, or return for a new corrective plan if something changes. The clinic should present all three in the visit, and the follow up should match what the patient chose, not push one of them. A patient who feels pressured after a good outcome tends to remember the pressure.
Medicare patients and wellness care
The CMS Medicare Coverage Database says that once the maximum therapeutic benefit has been achieved, ongoing maintenance therapy is not considered medically necessary under Medicare. Billing guides say the patient must be given an Advance Beneficiary Notice before maintenance care continues, and the GA modifier shows the notice is on file. So a Medicare patient who chooses to continue after the plan needs the notice before the next visit, and a text cannot replace it. Our guide on what to tell Medicare patients covers the process.
The follow up, by choice
| Patient chose | Message | Next step |
|---|---|---|
| Stop for now | A thank you and a line that the door is open, with the booking link | Check in at 90 days |
| Continue with wellness visits | The schedule they agreed on and a reminder before each | For Medicare patients, the notice comes first |
| Needs a new plan | A booking link for a re examination | Doctor task |
| Did not answer | One short check in at 30 days, then nothing | Stop after the check in |
Build it in HighLevel
- Add a tag Plan completed and a date field Plan completed date, set at the last visit of the plan.
- Start a workflow from the tag that sends a thank you text within a day and creates a front desk task to record the patient's choice in a field.
- Use an If/Else on the choice field to branch into the four paths in the table.
- Create a Custom Date Reminder on Plan completed date at 30 days and 90 days for the stop and no answer paths, with a one line check in.
- For the wellness path, build the visit reminders from the schedule the patient chose, and add an If/Else on the tag ABN on file for Medicare patients that creates a task if it is missing.
- Send the review request on the same day to every patient who completed a plan, with the same link and no incentive, as in our guide on asking for reviews without screening.
- Turn on Stop on Response so replies reach staff.
Messages, written out
Thank you: Hi Dana, this is [Clinic]. Thank you for completing your care plan. Your doctor went over your options at your last visit. If you would like to book, here is our link: [link]. Reply STOP to stop messages. 90 day check in: Hi Dana, [Clinic] here. It has been a few months. If you would like to see how you are doing, you can book here: [link]. Neither mentions a condition or a number.
Worked example
A clinic that finishes 25 corrective plans a month and sends the thank you to all 25 will also send 25 check ins at 90 days. If 15 percent of those patients book, that is about 4 visits (25 times 0.15). The percentage is an assumption, and the visits are the visits the clinic would not otherwise have scheduled.
Marketing rules
A message encouraging a patient to continue with the clinic's own services is generally treatment or health care operations under HIPAA, but promotions, discounts, and third party offers can be marketing, and HHS's marketing guidance explains the exceptions. A promotional text also needs prior express written consent. Keep the message about the patient's own care and have your counsel review any offer.
The patient who finishes early
Some patients reach their goals before the plan ends. A short message that congratulates them and offers a re examination or a closing visit is better than silence, and it gives the doctor the chance to confirm progress and record the outcome. Record the early completion in the same fields so the follow up sequence starts correctly.
Patients who want to continue on a budget
A patient who liked the care may want to continue but has a limited budget. The doctor and the front desk can offer a lower frequency, such as a visit every few weeks, and the workflow can use the schedule the patient chooses. Tell the patient the cost of the schedule before it starts, and avoid package deals that are hard to adjust, since a patient who feels locked in is less likely to return.
How this was handled before
The doctor said see you when you need us, and the file closed. The next time the clinic heard from the patient was a new problem months later, if at all. A scheduled check in makes the relationship continue without pressure.
What to measure
Track plans completed, patients by choice, check ins sent, bookings from each check in, and reviews posted. Compare bookings by choice to see which path is working.
Questions people ask
What should a clinic send when a care plan ends?
A thank you and the options the doctor discussed, followed by a check in at about 30 or 90 days, matched to what the patient chose.
Does Medicare cover wellness or maintenance chiropractic care?
No. CMS says maintenance therapy is not medically necessary under Medicare, and an Advance Beneficiary Notice is needed before such care continues.
Should the clinic send a review request when the plan ends?
Yes, the same link to every patient, with no screening and no incentive.
To build the after plan sequence, start a GoHighLevel account here. Date triggers appear in our capabilities demo.