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Ichelon Consulting US · Primary care guide

Concierge medicine marketing: converting your panel and attracting members who value access

Concierge practices charge an annual or monthly membership fee for enhanced access, such as longer visits, direct phone or text contact and same-day appointments, and usually still bill insurance for covered services. Marketing has two phases: converting part of an existing patient panel when a practice transitions, then steadily attracting new members who value time with their physician.

Guide for US practice owners · Published September 27, 2026

TL;DR
  • A transition is a communication project: explain the change early, respectfully and clearly to existing patients.
  • Say plainly what the membership fee covers and what insurance or Medicare still covers.
  • Medicare patients need careful, accurate explanation: membership fees must be for non-covered services.
  • Growth after transition comes from member referrals, events, specialist relationships and search.
  • Retention is the business: the access promise must be delivered every time.
  • Every practice welcome — retainers from $499/mo, Goals-Driven engagements, Performance-Linked Payout Models available.
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Owner, Lakewood Primary Care & Wellness · North Dallas, TX
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Dr. Rajan Kohli Owner, Lakewood Primary Care & Wellness · North Dallas, TX
Transition

Converting an existing panel

Short answer: transition marketing is careful communication with people who already know you. Give notice, explain the reasons and benefits, answer every question and look after those who don't join.

  1. Announce early: a personal letter and email from the physician, well ahead of the change.
  2. Explain the membership: what it includes, the fee, what insurance or Medicare still covers and how to enroll.
  3. Hold information sessions: in person and online, with the physician answering questions.
  4. Follow up personally: calls from staff to patients who haven't decided.
  5. Care for those who don't join: help transferring records and finding another physician.
Website

A website that explains the model

  • How it works: the membership, the access you provide and how insurance fits in.
  • What's included: visit length, same-day or next-day appointments, direct phone/text access, annual comprehensive exam, care coordination.
  • Fees: levels, family options and what they cover.
  • Medicare: an accurate explanation reviewed by counsel.
  • Meet the physician: background, approach and a short video.
  • Panel status: open, limited or waitlist.

Open each page with a direct answer to the question it covers; AI search tools increasingly field "what is concierge medicine" style questions.

Growth

Attracting new members

  • Member referrals: satisfied members are your best source. Make it easy for them to introduce friends, without offering incentives that could raise compliance issues.
  • Professional relationships: specialists, attorneys, financial advisers and employers who meet people wanting better access to care. No payments for referrals.
  • Events: small talks on health topics hosted by the physician.
  • Search: a Business Profile, "concierge doctor [city]" pages and targeted search ads.
  • Retention: measure response times against your access promise and survey members annually.

Measure panel conversion during transition, new members by source, meet-the-doctor visits to enrollment, renewals and cancellations, and access metrics (same-day visit availability, response times). Keep tracking pixels off enrollment pages unless covered by a business associate agreement (our guide).

Note: general marketing information, not legal advice. Membership agreements, particularly with Medicare patients, should be reviewed by healthcare counsel.

Keep reading

Related pages from the US team

Direct primary care marketing

The membership model without insurance billing.

Longevity clinic marketing

Premium preventive medicine positioning.

Primary care marketing USA

Our approach for primary care practices of all models.

Healthcare marketing agency USA

How Ichelon Consulting US works with practices across the country.

How we work

Every practice welcome — Goals-Driven engagements from $499/mo

We benchmark your last 90 days, agree monthly goals with you, and track them live on Ichelon Agency OS with a report every Monday. Performance-Linked Payout Models are available. Our US leadership is based in Dallas, and strategy calls run in US business hours.

Read the full engagement model →

FAQ

Common questions

How do concierge practices get new members?

Mostly through referrals from existing members, relationships with specialists and local professionals, small events and talks, search visibility for "concierge doctor" and "concierge medicine" in your city, and a website that explains the membership clearly with a way to meet the physician before joining.

How is concierge medicine different from direct primary care?

Concierge practices typically charge a membership fee for enhanced access and still bill insurance for covered medical services. Direct primary care practices usually charge a membership that covers primary care services without billing insurance for them. Your marketing should state clearly which model you use.

Can concierge practices see Medicare patients?

Many do, but membership fees must be for services Medicare doesn't cover, and practices must not charge extra for Medicare-covered services. Rules are detailed, so have counsel review your membership agreement, and describe the arrangement accurately to Medicare patients.

How should a practice announce a transition to concierge care?

Give patients plenty of notice, explain why the change is happening and what the membership includes, hold information sessions, answer questions personally, and help patients who don't join find another physician. A respectful transition protects the practice's reputation.

Should concierge practices publish membership fees?

Many do, as it saves time and builds trust. At minimum, explain fee levels, what is included, what insurance still covers and whether fees vary by age or family size.

A note on this guide: it explains marketing practice, not legal advice. Rules on privacy, advertising and insurance change and vary by state, so confirm anything compliance-related with your own counsel.

Transitioning to or growing a concierge practice?

A 30-minute benchmarking call with the US team. We'll review your transition plan or growth funnel and tell you what we'd fix first.

Chat with Sr. Leadership
🎯 Goals-Driven engagements · Performance-Linked Payout Models
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