Your Practice Is Billing Insurance. It Should Also Be Building Wealth.
Most chiropractic and physical therapy practices are so focused on managing insurance revenue they never build the cash-pay side that actually scales. The result? Busy schedules, thin margins, and a ceiling you can't break through. We remove the ceiling.
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The Numbers Most Chiro & PT Owners Don't Know
These are the gaps we close for every practice we work with.
How Much Cash-Pay Revenue Is Your Practice Walking Past?
Adjust the sliders based on your practice — see your untapped cash-pay revenue potential in real time.
What High-Performing Chiro & PT Practices Do Differently
The practices that scale beyond insurance dependency all have one thing in common — a revenue system that works both sides.
One System That Manages Insurance Revenue and Grows Cash-Pay
We build your full revenue infrastructure in GoHighLevel or HubSpot — handling new patient intake, care plan follow-up, wellness plan upsells, and patient reactivation across both insurance and cash-pay revenue streams.
GoHighLevel & HubSpot for Chiro & PT Practices
Custom CRM with separate pipelines for new patients, active care plans, wellness plan conversions, and reactivation campaigns — built for how chiro and PT practices actually operate.
Wellness Plan Conversion & Renewal Automation
Automated sequences that present wellness plan options to insurance patients at the right moment in their care journey — and follow up on renewals so you stop losing recurring revenue to patient drop-off.
Patient Reactivation Campaigns
Lapsed patients are your lowest-cost new patient. We build automated reactivation sequences that bring dormant patients back — targeting the right patients at the right intervals with the right offer.
Insurance vs. Cash-Pay Revenue Dashboard
Live visibility into both revenue streams — new patient pipeline, care plan completion rates, cash-pay conversion, wellness plan renewals, and 90-day revenue forecast all in one dashboard.
Marketing That Attracts Cash-Pay Patients — Not Just Insurance Referrals
Most chiro and PT marketing attracts insurance patients. We build campaigns specifically designed to attract cash-pay patients — sports performance, wellness, corporate, and out-of-pocket patients who want results and will pay for them.
Google & Meta Ads Targeting Cash-Pay Patients
Campaigns targeting patients searching for sports recovery, performance care, wellness chiropractic, and cash-pay PT — separate from your insurance marketing, tracked independently to the dollar.
Local SEO & Google Business Profile Optimization
Rank at the top of local search for your highest-value cash-pay services — sports chiro, dry needling, manual PT, performance rehab. GBP management and treatment page SEO included.
Reputation Management & Review Building
Cash-pay patients check reviews before they book. Automated review request sequences that build your Google profile — turning satisfied patients into your best marketing asset.
Content Marketing & Patient Education
SEO blog content, patient education emails, and social content that positions your practice as the authority in your market — building trust with cash-pay patients before they ever call.
We Know Your World
We work with chiro and PT practices daily — we understand the insurance grind, the cash-pay opportunity, the patient retention challenges, and the frustration of being fully booked but under-compensated.
From New Patient Inquiry to Long-Term Cash-Pay Client — Every Step Automated
This is what the PlanGenX revenue system looks like inside your chiro or PT practice.
A Patient Finds You — Insurance or Cash-Pay, It Doesn't Matter
Your PlanGenX CRM captures every new patient inquiry instantly — Google ad click, GBP call, web form, or social DM. Each lead is automatically tagged by source and intent, routed into the right pipeline, and followed up within minutes.
Automated Pre-Visit Sequences Reduce No-Shows & Set Expectations
Between booking and first appointment, automated sequences deliver intake forms, what-to-expect content, parking/directions, and care philosophy — arriving prepared, informed, and pre-sold on the value of your practice.
Automated Sequences Keep Patients on Their Care Plan
The biggest revenue leak in chiro and PT isn't new patients — it's patients who drop off care plans before completion. Automated check-ins, appointment reminders, and re-engagement messages keep patients on plan and protect your treatment revenue.
Insurance Patients Are Offered a Wellness Plan at the Right Moment
As insurance patients approach the end of their authorized care, automated sequences present your wellness or maintenance plan — with clear value framing, pricing, and a simple enrollment process. 43% say yes when asked correctly.
Lapsed Patients Come Back. Happy Patients Send Friends.
Automated reactivation campaigns target patients who haven't been in for 60, 90, or 180 days — with the right message and the right offer at each interval. Referral sequences turn your best patients into your most effective marketing channel.
Your AI Practice Manager — Running Both Revenue Streams 24/7
While you're treating patients, our AI systems are capturing new inquiries, following up on care plan drop-offs, and converting insurance patients to cash-pay — without adding a single staff member.
24/7 AI New Patient Intake
Instantly responds to every new patient inquiry — regardless of source. Qualifies insurance vs. cash-pay intent, answers FAQs, and books the appointment directly on your schedule around the clock.
Wellness Plan Conversion Sequences
Intelligent CRM sequences that identify the right moment to present a cash-pay wellness plan to insurance patients — triggered by care plan milestones, visit count, and discharge proximity.
AI Reactivation & Recall Campaigns
Automated reactivation campaigns targeting lapsed patients at 60, 90, and 180 days — personalized by treatment history, with AI-generated messaging that feels human, not templated.
I'd been running my PT practice for eight years and thought the insurance grind was just the reality of this industry. A colleague told me about PlanGenX and honestly I was skeptical. Six months in, we've built a wellness program that runs itself, our Google reviews went from 14 to 60-something, and we're bringing in cash-pay revenue I didn't even know was possible. I'm not working more — I'm just working smarter.
What Chiro & PT Owners Ask Us
How do you help chiro and PT practices grow cash-pay revenue?
Do you work with insurance-based practices or just cash-pay?
What CRM do you use for chiro and PT practices?
Can you help with patient retention and care plan drop-off?
How long until we see results?
Ready to Build Your Cash-Pay Revenue Stream?
Book a free 30-minute Revenue Intelligence Audit. We'll assess your current pipeline, cash-pay opportunity, and marketing attribution — and show you exactly where the revenue is waiting.
Book Your Free Revenue Audit ← Back to All ServicesYou're Already Busy. It's Time to Be Profitable.
Book your free Revenue Intelligence Audit — we'll show you exactly where your practice is leaving cash-pay revenue behind and how to build the system that captures it. No pitch. No pressure. Just data.
Free 30-minute audit · No commitment · Response within 24 hours