Ultimate Guide to Open Enrollment

The Ultimate Open Enrollment Guide for Physical Therapy Clinics Open enrollment is one of the biggest sales opportunities of the year for a cash-based physical therapy clinic.

But the clinics that have massive Novembers don't start planning in November. They build the campaign weeks in advance.

In this episode, Jeremy breaks down the three most important pieces of a successful open enrollment campaign: getting the dates right, amplifying the offer across multiple channels, and personally reaching out to the patients and leads most likely to buy.

Episode Topics Why open enrollment can dramatically improve year-end cash flow The exact 2026 campaign window Jeremy recommends Why email alone isn't enough to drive sales How to amplify open enrollment across email, social, ads, and text The personal outreach strategy behind the strongest campaigns Why Open Enrollment Matters November and December can create a difficult cash-flow cycle for clinic owners. Patients travel, schedules change, holidays arrive, and visits can decline while payroll and rent stay exactly the same.

Open enrollment gives current patients, past patients, and warm leads an opportunity to commit to future care while helping the clinic front-load revenue before the holidays.

Jeremy shares examples from previous Patch campaigns ranging from a solo clinic generating more than $30,000 in committed revenue to larger clinics selling 55, 75, or more packages.

1. Get the Dates Right For 2026, Jeremy recommends running open enrollment from November 2 through November 20.

That window is intentional. It allows the campaign to finish before the flood of Black Friday marketing, gives patients an opportunity to use remaining FSA dollars, and gets the offer in front of them before holiday schedules take over.

But a November 2 launch means the work starts now.

Your offer needs to be finalized, your list needs to be built, your emails need to be written, and your campaign assets need to be ready before the doors officially open.

2. Amplify the Offer Everywhere Open enrollment isn't an email campaign.

Your patients should see the same offer repeatedly across the channels where they already interact with your clinic.