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CareCredit Quick Tips to Attract New Patients #2 - 2019

How to Ask for a Patient Referral?

Kevin St. Clergy, MS

June 18, 2018



How to ask for a patient referral in 5 easy steps.


The simplest way to increase your practice is to get one referral from every patient that you currently see. How many people did you and your team last week ask for a review? If you're not doing it consistently, you're leaving a great opportunity on the table. 

Step one is ask them to speak positively about your practice or services. "Mr. Jones, what do you like best about the hearing aids, me, the practice?" Then step two, would be to ask for the referral. "Wow, that's great. "You know we're trying to do a better job of growing our practice and patients love to hear stories like that." "Would you be willing to do us a favor and refer your loved ones to us?" Most providers would hand out four or five business cards a day as a goal. Not only should you do this but ask your staff to hand out cards as well. An example of what you could say, "if you can think of anybody that could benefit from our services please let them know." Another question that I found is helpful in the referral process is, "can you think of one person, just one person that could benefit from what we do?" You might have to sit there in silence for a moment but this question will evoke our patients to stop and think about who they could refer. Next is to ask for a personal introduction. Then once you do receive the referral, step five is simply thank them for the referral. 

For more information, please visit us at or the CareCredit Expo Page on AudiologyOnline.

kevin st clergy

Kevin St. Clergy, MS

Educated Patients, LLC

Kevin D. St.Clergy, M.S., started his career with a Master of Audiology degree from Lamar University in Beaumont, TX. For 8 ½ years he was the Director of Business Development for a large network of independent practices. His job duties included operational management, leadership and management training, executive coaching, as well as, patient management protocol development. Concurrently, he began to coordinate and teach at national and state Audiology conventions. In November of 2006 he started, which helps Audiologists with low-cost, high value marketing solutions. He also a successful author, publishing The Death of Audiology ( in 2008. His newest book, Audiology & The Art of War is being released in 2011.

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