High ticket. Long cycles. Built for both.
Dermatology, allergy, fertility, plastic surgery — specialty medical has a fundamentally different retention profile than primary care. Fewer visits per year. Higher ticket sizes. Longer consideration cycles. The retention play is staying top-of-mind across years and converting elective interest at the right moment.
Calibrated for each one's specific cadence.
Same intelligence layer. Different retention math, different language, different urgency framing per specialty.
Annual skin checks meet cosmetic conversion.
Medical derm meets cosmetic. The annual mole check is the relationship; the cosmetic procedures are the revenue. Track both clocks, surface deductible-met patients for fillers, lasers, and aesthetic add-ons.
- Annual mole/skin check
- Acne / rosacea follow-up
- Cosmetic touch-up (Botox 3–4 mo, filler 9–18)
- Mohs post-op (3, 6, 12 mo)
Immunotherapy adherence is the entire game.
Allergy practices live and die on immunotherapy adherence. Weekly-to-monthly shots for years. The dropout cliff hits at month 8. Retention IQ surfaces drifting immunotherapy patients before the cancel call.
- Maintenance shot cadence
- Build-up phase milestones
- Annual asthma review
- Skin-test re-evaluation (5 yr)
The most emotionally-sensitive recall in medicine.
Fertility patients require the most empathetic outreach in the category. Cycle follow-ups, embryo transfer windows, financial-counsel pacing. Voice Training matters more here than anywhere else — generic 'we miss you' messaging actively damages the relationship.
- Cycle follow-up windows
- Embryo transfer scheduling
- Financial counsel re-engagement
- Annual consult for evaluating patients
Consultation-to-deposit is the conversion event.
Aesthetic plastics has the longest consideration cycle of any service business — 6–18 months from consultation to deposit. Retention IQ keeps the practice top-of-mind across that window with non-pushy check-ins and financing-window timing.
- Consult-to-deposit (6–18 mo)
- Post-op 1wk / 1mo / 6mo / 1yr
- Refresher cosmetic (Botox 3–4, filler 9–18)
- Multi-procedure planning
When the deductible is met, everything changes.
Benefit status, allowed amount, patient responsibility, clinical appropriateness, and message permissions are plan- and patient-specific. Any cost estimate must come from the practice and payer workflow; any revenue effect must be measured from verified completed services.
"Hi Patricia — Dr. Chen's office. Wanted to mention: you've met your deductible this year, which means the scar revision we discussed in April would be about $420 out of pocket instead of $3,800. The window closes December 31. Want me to grab a 30-minute consult to plan it before year-end? — Sarah, patient coordinator"
"Hi James — Dr. Chen had a 2pm cancel today and I know you wanted to get in soon. Want me to grab it? Reply YES and you're on. — Maria"
No rip-and-replace.
We integrate at the booking layer — never with EHR clinical data. See the architecture →
The questions every practice manager asks.
01 Why does specialty medical have such a different retention profile than dental or primary care? +
02 What is the deductible-met conversation? +
03 How do you handle no-show recovery in high-ticket specialty practices? +
04 Can Retention IQ support a covered specialty-practice workflow? +
05 Does the source-of-truth booking integration work with EHR-integrated scheduling? +
See your practice's deductible-met opportunity.
15-minute sample-data walkthrough. If the workflow fits, we validate permitted data, consent, BAA terms, and subprocessor readiness before patient data moves.