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DPC • Concierge • Membership • Hybrid • Self-Pay
A different revenue model deserves a different review

Your patients chose simpler care. Your revenue should feel simpler too.

Financial and operational guidance for direct-care practices that want recurring patient revenue, pricing, retention, and growth to feel more dependable—not more complicated.

Direct Primary Care Concierge Membership-Based Behavioral Health Wellness Hybrid + Self-Pay
DPC
Health
Enroll
Pay
Stay
Grow
Your Model Is Different

The concern is not whether a claim was paid. It is whether the membership experience can keep paying the practice.

Direct care depends on patient relationships, recurring payment consistency, clear value, thoughtful pricing, and a practice experience people want to continue. Those pressure points deserve to be reviewed on their own terms.

The Question Behind The Numbers
“Are patients leaving because of price or because the value is no longer clear?”

A membership report can show who canceled. It does not always explain whether the strain began with enrollment, failed payments, communication, affordability, service expectations, or an operational gap that could have been corrected earlier.

01

Enrollment friction

The first experience should make the membership easy to understand, join, and use.

02

Recurring payment gaps

Missed, failed, or delayed payments can quietly weaken otherwise healthy recurring revenue.

03

Retention uncertainty

Pauses, cancellations, and non-renewals deserve more context than a monthly total.

04

Growth without readiness

A larger patient panel should not create a weaker experience or more financial uncertainty.

The Membership Health Map

Four parts of the model should support one another.

When enrollment, payment, retention, and value communication move together, recurring revenue feels less fragile and growth decisions become easier to make.

01 / Enrollment Join With Understanding

Patients should know what they are joining before the first payment is processed.

We look for confusion around eligibility, included services, additional charges, start dates, cancellation terms, and the first steps of the membership experience.

02 / Payment Revenue With Rhythm

Recurring revenue should feel consistent enough to plan around.

We review payment timing, failed-payment handling, account updates, follow-up practices, and the points where small gaps may be becoming routine.

03 / Retention Stay For A Reason

Cancellations should create useful questions—not quiet assumptions.

We help organize what pauses, cancellations, non-renewals, and re-enrollment activity may be revealing about affordability, communication, patient experience, or perceived value.

04 / Growth Expand With Readiness

Growth should protect the model that made patients choose you.

We help practices consider whether pricing, workflows, staffing, service additions, and patient communication appear ready for the next stage of the practice.

Choose Your Activity Snapshot

Start with the amount of history your question needs.

A focused month can reveal an immediate concern. A longer activity period creates more context around recurring payment, retention, pricing, and operational patterns.

30Days Focused Starting Point

30-Day Snapshot

$595one time

A focused review for a practice that needs a clearer look at one recent month of membership revenue, payment activity, and operational flow.

30-day direct-care activity review Membership and payment process observations Enrollment and retention friction points Included-versus-additional-service clarity Plain-language findings summary Results discussion with practical next steps
60Days Recommended For Pattern Review

60-Day Snapshot

$895one time

A broader view for practices that want to compare activity across two months and understand whether payment, retention, or pricing concerns are isolated or beginning to repeat.

Everything in the 30-Day Snapshot 60-day membership and payment review Recurring and failed-payment observations Cancellation, pause, and re-enrollment trends Patient communication and pricing observations Prioritized improvement direction
90Days Most Complete Picture

90-Day Snapshot

$1,295one time

A more complete review for established practices, transitions away from insurance, price adjustments, service expansion, or decisions that require stronger financial context.

Everything in the 60-Day Snapshot 90-day membership revenue and retention review Membership tier and service-pricing observations Affordability and value-communication review Growth-readiness and workflow considerations Expanded results and recovery direction
Continue The Work

Keep the membership model visible after the assessment ends.

Monthly direct-care support is designed for practices that want continued direction without handing over full control of the practice or taking on a full-service management arrangement.

Monthly Guidance Steady Visibility

Direct Care Continuity Support

$395 / month

Structured monthly support for a practice that wants ongoing visibility after its assessment and one clear operational focus at a time.

Monthly membership and payment snapshot One scheduled monthly strategy meeting Review of notable retention or payment concerns Guidance on one active operational focus Progress check on prior recommendations
Implementation + Growth Implementation Focus

Direct Care Growth & Implementation Support

$695 / month

More involved continuity for practices actively strengthening workflows, patient communication, pricing, implementation, or growth readiness.

Everything in Continuity Support Two scheduled monthly touchpoints Implementation follow-up on recommendations Review of one patient-facing membership communication Progress tracking for priority practice goals
What A Snapshot Can Surface

Recurring revenue can look stable until the activity behind it is organized.

In one published Maison Dexara case-study example, a review of active membership accounts connected missed payments and cancellations to a larger annualized revenue concern. The purpose of the snapshot was not simply to count what happened, but to show which communication, payment, and retention questions deserved attention next.

Example figures are illustrative of the published case study and do not guarantee similar findings or financial outcomes for another practice.

165Active member accounts reviewed
28Missed payments identified
34Membership cancellations reviewed
$27.6KProjected annualized revenue risk
What Better Direction Can Feel Like

The result should be more useful than a spreadsheet full of observations.

The practice should leave with a clearer understanding of what may be affecting recurring revenue, what should be protected, and what deserves attention before the next growth decision.

Answers

Better direction around pauses, cancellations, and non-renewals.

You can ask stronger questions about whether the strain begins with price, value, communication, payment follow-up, or the membership experience itself.

Assurance

A more informed view of pricing and patient value.

You can consider whether tiers, additional services, and payment expectations appear aligned with the patient experience and the financial needs of the practice.

Direction

Calmer next steps instead of another month of guessing.

Your results identify what appears stable, where recurring revenue may be becoming inconsistent, and which improvements deserve attention first.

Start With A Clearer Picture

A membership model can feel personal and still be measurable.

Choose the activity period that best reflects the question your practice is trying to answer, then let Maison Dexara help you understand the revenue and patient-experience systems behind it.

Maison Dexara provides financial process review, operational observations, education, and advisory guidance. Services do not replace legal, tax, accounting, medical, insurance, credentialing, or full-service practice-management responsibilities unless separately agreed in writing. Specific financial outcomes are not guaranteed and may depend on practice implementation, patient activity, payment-platform performance, and other factors outside Maison Dexara’s control.