FOR IMMEDIATE RELEASE

Drawing on patient survey data collected between 2013 and 2024, and compiled and published over the two years that followed, the study identifies four distinct patient types physicians encounter when marketing and running a membership-based practice.

ATLANTA, GA — Concierge Medicine Today (CMT), the independent trade publication covering concierge and membership-based medicine since 2007, today announced the launch of CMT’s Decision Tool Suite, a collection of free, research-based self-assessment tools built from nearly two decades of CMT’s own patient surveys, complaint data, and industry interviews.

The suite is anchored by The CMT Patient Study, believed to be the first patient psychographic model built specifically for subscription-based, membership, and concierge medicine. Drawing on patient survey data collected between 2013 and 2024, and compiled and published over the two years that followed, the study identifies four distinct patient types physicians encounter when marketing and running a membership-based practice: Level-Uppers, Coverage Keepers, Fresh-Starters, and Careful Movers, each defined by how they feel about their current doctor and whether they want a new practice to still work with insurance and Medicare.

“Most healthcare professionals can explain their version of the practice of medicine with total confidence, and their lack-luster patient reviews, marketing strategy, hospitality standards, and how they build new patient referrals, and their reputation with a shrug,” said [Michael Tetreault], Editor-in-Chief of Concierge Medicine Today. “Not because they don’t care. Because no one ever gave them a real way to measure it. That’s exactly why and how patients quietly leave and referrals quietly dry up. The practices quietly plateau, without a team member or physician ever learning why. We hope these tools close that gap.”

What’s in the suite

CMT’s Decision Tool Suite: https://conciergemedicinetoday.net/cmt-decision-tools

• Patient Match Score — A ten-question assessment that shows a practice which of the four Patient Study types it’s most likely attracting. https://conciergemedicinetoday.net/patient-match-score
• The CMT Patient Study — The full research behind Patient Match Score: four patient types, drawn from more than a decade of CMT’s own patient data. https://conciergemedicinetoday.net/patient-study
• Readiness Assessment — For physicians and NPs still deciding whether now is the right time to make the leap into concierge or membership medicine. https://conciergemedicinetoday.net/career-readiness-assessment
• Practice Impression Score — A twenty-question assessment across messaging, hospitality, referrals, community, and brand consistency. https://conciergemedicinetoday.net/cmt-decision-tools
• Patient Loyalty Score — Measures the trust a practice has actually built with existing patients, not just how many are enrolled. https://conciergemedicinetoday.net/patient-loyalty-score
• Relational Equity — A calculator that estimates the financial value of a practice’s existing patient relationships. https://conciergemedicinetoday.net/relational-equity-score
• Model Clarity Calculator — Tests whether a physician can explain their business model as clearly as they can explain their care. https://conciergemedicinetoday.net/model-clarity-calculator
• Exit Value Calculator — Gives physicians a starting estimate of what their practice may be worth before entering a sale or partnership negotiation. https://conciergemedicinetoday.net/exit-value-calculator

Every tool in the suite is a self-assessment based on information the user provides, built on CMT’s own published research and books on marketing, hospitality, and practice sustainability in this field. None of the tools are a substitute for professional legal, financial, or business advice; full methodology and disclaimers are published alongside each tool.

About Concierge Medicine Today

Concierge Medicine Today is the independent trade journal and educational platform for physicians, clinicians, and healthcare professionals in concierge and membership-based care, providing industry reporting, CME programming, community insight, and a growing library of reference guides cited across the field. CMT is not owned or controlled by any health system, hospital network, vendor, or membership association, and covers the full spectrum of the field, including independent, hospital-affiliated, vendor-supported, and investor-backed practices. CMT also produces the Concierge Medicine Forum, the industry’s annual gathering for physicians, care teams, and industry leaders, held October, in Atlanta, Georgia.

Disclaimer

Every tool in CMT’s Decision Tool Suite, including The CMT Patient Study, is a self-assessment based on information provided by the user, built on Concierge Medicine Today’s own published research. These tools produce directional estimates, not guarantees of any outcome, and are not a substitute for professional legal, financial, tax, or business advice. Full methodology and disclaimers are published alongside each individual tool at conciergemedicinetoday.net.

Trademark Notice

The CMT Patient Study, Patient Match Score, Readiness Assessment, Practice Impression Score, Patient Loyalty Score, Relational Equity, Model Clarity Calculator, Exit Value Calculator, and CMT’s Decision Tool Suite are trademarks of Concierge Medicine Today, LLC.

Media Contact:

Concierge Medicine Today; https://conciergemedicinetoday.net/media-desk