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      Collaborative relationships can close the healthcare gap.

      Build a Successful Outreach Strategy

      01
      Assign Someone to lead the outreach.
      02
      Review Resources & templates.

      Tip — The best strategies are made after reviewing outreach resources.

      Locate Physicians

      Use Insight's Locator Tool to Find Physicians

      03
      Generate a List of PCPs in your area.

      Tip — Call offices to verify staff changes.

      04
      Learn Each Physician's Role to gain a better understanding.

      Tip — Do your research and learn:

      Prepare & Schedule Meetings

      Early Planning Leads to Lasting Connections

      05
      Schedule Visits/Events & set up dates and times.

      Sending a doctor or assistant can produce the most effective results. Consider hosting an event in your office to maximize PCP outreach. 

      • Mark a date on the calendar
      • Coordinate food, content and take-homes

      • Send save the dates & invitations
      • Review agenda and goals

      • Set aside time to set-up and welcome guests

      Tip — Order your Collection Boxes now!

      06
      Compile Assets to bring and share

      Sending a doctor or assistant can produce the most effective results. Consider hosting an event in your office to maximize PCP outreach. 

      • Mark a date on the calendar
      • Coordinate food, content and take-homes

      • Send save the dates & invitations
      • Review agenda and goals

      • Set aside time to set-up and welcome guests

      Tip — Order your Collection Boxes now!

      07
      Assure Success by starting off right

      Sending a doctor or assistant can produce the most effective results. Consider hosting an event in your office to maximize PCP outreach. 

      • Mark a date on the calendar
      • Coordinate food, content and take-homes

      • Send save the dates & invitations
      • Review agenda and goals

      • Set aside time to set-up and welcome guests

      Tip — Order your Collection Boxes now!

      Make Better Connections with
      Gold Standard Collection Boxes
      Give your PCP a welcome box to help build your relationship.
      Meet PCPs

      Intoduce Optometry to PCPs

      Tip — Educate PCPs how you detect and treat eye issues.

      08
      Lead with Critial Topics Be prepared with a collection of talking points.
      • Collaboration Benefits
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      Tip — Check and review weekly for best tracking results.

      09
      Track Your Visits Record efforts with Insight's online tracking tool.
      • Collaboration Benefits
      • Collaboration Benefits
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      • Collaboration Benefits
      Continue to Connection

      Tip — Regular communication will strengthen relationships.

      Grow and Sustain the Relationship

      10
      Follow Up Call, email or offer follow up meetings.

      Did you know that a connection can result in a gain of 420 new patients and $52,500 in annual revenue?

      Learn tips and tricks to keep PCP relationships.