Before you use this tool
"Relational Equity" is a term coined by Concierge Medicine Today (CMT) to describe what a patient relationship is estimated to be worth over time. It is built on standard, widely published business-finance concepts (lifetime value, acquisition cost, churn), not a validated clinical or industry-standard metric.
This tool is published for general educational purposes only. It is not financial, legal, tax, accounting, or medical advice, and it does not guarantee any result for your practice. Every practice, specialty, state, and license type has different rules and economics, so your actual results will differ from this estimate.
What's Your Relational Equity?
Relational Equity is CMT's term for what a patient relationship is actually worth to your practice over time. Enter your numbers below to see your estimate, built for physicians, nurse practitioners, and other clinicians in any specialty.
Your estimated Relational Equity, per patient
What the average patient is worth to your practice over their full time with you, based on the numbers you enter below.
1. Your Relational Equity, in detail
Enter your own numbers. Nothing you type here leaves your browser, it is not saved or sent to CMT or anyone else.
2. Positioning worksheet
A short reflection exercise, not a calculation, to help clarify who your practice is for and why patients stay. Based on a simple problem → guide → transformation structure common in customer-message frameworks. This is a thinking prompt only, not a marketing or legal review of your materials.
Full disclaimer, please read
"Relational Equity" and "Your Relational Equity" are terms coined by Concierge Medicine Today (CMT) to describe an estimate of what a patient relationship is worth to a practice over time. They are CMT's own descriptive terms, not a validated clinical measure, an industry-standard metric, or a claim of scientific proof. The underlying math (lifetime value, customer acquisition cost, churn) is standard, publicly known business finance, applied here to a specific field.
This tool and worksheet are published by CMT for general educational and informational purposes only. They are provided "as is," with no warranty of any kind, and do not constitute financial, legal, tax, accounting, medical, or professional advice of any kind. Nothing here is a recommendation to adopt any specific fee, pricing, staffing model, business structure, or marketing claim.
- The calculations use standard, publicly known business-finance concepts (lifetime value, customer acquisition cost, churn/retention math) applied only to the numbers you personally enter. They are illustrative estimates, not predictions, and are not based on your actual books, contracts, payer mix, or regulatory environment.
- Rules governing corporate practice of medicine, scope of practice for nurse practitioners and physician assistants, membership or retainer fee structures, and tax treatment of medical expenses (including under IRC Section 213(d)) vary by state, specialty, and individual circumstances, and are unsettled or actively debated in several respects. Nothing here should be read as a determination of how any law applies to you.
- Results will not match your actual results. Real practices face variables this tool does not model, including payer contracts, staffing changes, local competition, referral patterns, and individual patient needs.
- Before making any business, financial, staffing, pricing, or structural decision, consult a licensed CPA, healthcare attorney, and/or financial advisor familiar with your state and specialty.
- All data entered into this tool stays in your own browser session. It is not transmitted to, stored by, or visible to CMT, CMF, or any third party.
- CMT, CMF, and their affiliates, contributors, and editors disclaim all liability for any decision made or loss incurred in reliance on this tool.
By using this tool you acknowledge you have read and understood this disclaimer.