How We Onboard New Patients (And Why It Matters So Much)

When new patients call your clinic, they’re often nervous, skeptical, and unsure. Many have never heard of pelvic PT—and nearly all have had negative healthcare experiences in the past.

Onboarding isn’t just logistics—it’s your first chance to show them you’re different. Done well, it builds comfort, trust, and confidence before they ever step into the treatment room.

In this episode, we share:

• Why onboarding is so important in pelvic health
• How to handle the initial phone call to set expectations
• What your welcome and reminder emails should include (and why generic EMR templates don’t cut it)
• How to greet new patients when they arrive
• Why the “new patient agreement” is like checking in at a high-end hotel

These small but intentional touches make a massive difference—not just for your patients, but for your therapists and your entire business.

Business Accelerator Program

And if you want to build systems like this for your own clinic, this is exactly what we teach inside the Business Accelerator Program. Apply now for the next cohort 👉 www.pelvicptrising.com/accelerator

About Us

Nicole and Jesse Cozean founded Pelvic PT Rising to provide clinical and business resources to physical therapists to change the way we treat pelvic health.   PelvicSanity Physical Therapy (www.pelvicsanity.com) together in 2016.  It grew quickly into one of the largest cash-based physical therapy practices in the country.

Through Pelvic PT Rising, Nicole has created clinical courses (www.pelvicptrising.com/clinical) to help pelvic health providers gain confidence in their skills and provide frameworks to get better patient outcomes.  Together, Jesse and Nicole have helped 700+ pelvic practices start and grow through the Pelvic PT Rising Business Programs (www.pelvicptrising.com/business) to build a practice that works for them! 

Get in Touch!

Learn more at www.pelvicptrising.com, follow Nicole @nicolecozeandpt (www.instagram.com/nicolecozeandpt) or reach out via email ([email protected]).

Check out our Clinical Courses, Business Resources and learn more about us at Pelvic PT Rising...Let's Continue to Rise!