How do I prepare my chiropractic clinic’s reactivation list for a buyer?

Define who counts as lapsed. Pick a clear cutoff for how long since the last visit and apply it the same way across the list. Say in plain words what the list is and is not.

Next, clean it. Remove duplicates, patients who moved away or asked not to be contacted, and anyone whose details are out of date. A smaller list that works is more believable than a large one nobody has checked. Then add context. Sort the names by last visit, type of care and any reason you know for leaving. A buyer wants to see whether these are people who finished care happily or people who dropped out unhappy.

Record what you have already tried. If you sent reminders or called, note when, how and what happened. If you never contacted them, say so. Do not predict how many will return. Finally, ask your lawyer how the list may be shared and used under the rules that apply to your patient records, and share only what the buyer needs at each stage. Consider writing a short note on how patients are likely to react to being contacted by a new owner, based on what you know of them. Keep it factual. A buyer will form their own view, and a modest, honest note builds more trust than a confident claim.

Key takeaways

• Set one clear cutoff for lapsed and apply it consistently.
• Clean contacts and note past outreach and the response.
• Share the list in stages, after checking with your lawyer.