clinvello.
Retention

Membership retention

Flag signs a membership may lapse and prepare offers for staff review.

Your clinic. Connected.
  1. Review membership patterns
  2. Flag it for the team
  3. Review the response

A clearer next step for your team.

A change in visit patterns can help staff notice a membership that may need attention.

How it works

The workflow, step by step.

  1. 01

    Review membership patterns

    Use supported membership and visit records to identify signs a patient may lapse.

  2. 02

    Flag it for the team

    Give staff the context behind the membership signal rather than sending an unexplained offer.

  3. 03

    Review the response

    Prepare clinic-approved retention offers for staff to inspect before outreach.

Your team stays in control.

A retention signal is for staff review. It does not establish why a patient stopped attending or authorize automatic marketing.

During your demo

What we’ll check for your clinic.

  • The membership and visit information your connected system provides.
  • Who reviews signals, approves offers and checks contact permission.

See this with your clinic’s workflow.

Bring your system, your questions and the way your team works.