Are You System-Ready for DPC?

Starting a Direct Primary Care practice is exciting — but do you have the systems in place to keep it running smoothly from day one?

Are You System-Ready for DPC?

Starting a Direct Primary Care practice is exciting — but do you have the systems in place to keep it running smoothly from day one?

Before you see your first patient, it’s worth checking whether your practice has the tools to handle leads, communication, and growth. This quiz will show you where you’re prepared and where you may need support.

1. Getting Started with Leads

Do you have a plan to consistently bring in new patients once you open (ads, outreach, networking)? *

Yes

Sometimes

Do you know how you’ll track people who ask about your practice? *

Yes

Sometimes

Do you have materials ready (emails, handouts, a simple website) to explain what Direct Primary Care is? *

Yes

Sometimes

2. Patient Communication

Do you have a system for answering potential patient questions without spending hours on the phone? *

Yes

Sometimes

Will you be able to send newsletters or updates to keep early members engaged? *

Yes

Sometimes

Do you have an easy way for people to reach you (chat, text, or web form) before you open your doors? *

Yes

Sometimes

3. Practice Efficiency

Do you know how you’ll handle scheduling, reminders, and follow-up without extra staff? *

Yes

Sometimes

Do you have automations in place (emails/texts) to help nurture leads and explain DPC? *

Yes

Sometimes

Do your tools (website, email, communication) connect together — or will you be juggling separate systems? *

Yes

Sometimes

Total Points

Full Name

Phone *

Email *

1. Getting Started with Leads

Do you have a plan to consistently bring in new patients once you open (ads, outreach, networking)? *

Yes

Sometimes

Do you know how you’ll track people who ask about your practice? *

Yes

Sometimes

Do you have materials ready (emails, handouts, a simple website) to explain what Direct Primary Care is? *

Yes

Sometimes

2. Patient Communication

Do you have a system for answering potential patient questions without spending hours on the phone? *

Yes

Sometimes

Will you be able to send newsletters or updates to keep early members engaged? *

Yes

Sometimes

Do you have an easy way for people to reach you (chat, text, or web form) before you open your doors? *

Yes

Sometimes

3. Practice Efficiency

Do you know how you’ll handle scheduling, reminders, and follow-up without extra staff? *

Yes

Sometimes

Do you have automations in place (emails/texts) to help nurture leads and explain DPC? *

Yes

Sometimes

Do your tools (website, email, communication) connect together — or will you be juggling separate systems? *

Yes

Sometimes

Total Points

Full Name

Phone *

Email *

Copyrights 2025 | Harmony Ops Health™ a DBA of Crescendo Operations LLC | Terms & Conditions | Privacy Policy