The Intake

Insights for those starting, managing, and growing independent healthcare practices

How to create a medical practice holiday marketing plan that fills your schedule

Drive appointments and keep your schedule full through the end of the year.

provider implementing holiday marketing plan to fill appointments

At a Glance

  • Medical practices can maximize end-of-year appointments by creating a holiday marketing plan that emphasizes expiring insurance benefits, seasonal health services, and convenient scheduling during patients’ time off.
  • A successful holiday marketing strategy combines timely content across multiple channels (email, SMS, social media) with strategic incentives and local partnerships to keep appointment books full through year-end.
  • Medical practices should start their holiday marketing planning 4–6 weeks in advance and focus on patient-centered messaging that balances promotional content with valuable health education and seasonal wellness tips.

The holiday season is here, which means many patients are busy preparing for their holidays and will tend to no show or cancel appointments made in advance. To prevent gaps in your appointments books, it’s time to implement a strategic medical practice holiday marketing plan that capitalizes on end-of-year opportunities. 

Here’s how to create an effective holiday marketing plan that works for your practice. 

Free report

1. Identify key services to promote

Start by determining which services are most relevant and valuable during the holiday season. Flu shots and other vaccinations are a common example. September through the end of the year is flu season so it's important to vaccinate for flus during this time. Doing so will prevent unnecessary illness, hospitalization, and needless suffering. If a patient already had their flu shot, other vaccines can be offered to prevent shingles, pneumonia, or whichever they might be due to receive.

Preventive screenings are another example. You can share with patients that prevention is key to good health, as it's much more difficult to treat a problem once it shows up and much easier to prevent it.

Other common examples include:

  • Annual wellness visits
  • Services that use expiring insurance benefits
  • Elective procedures patients may schedule during time off

2. Develop a medical practice holiday marketing content calendar

Creating a content calendar is crucial for organizing your holiday marketing efforts.

A content calendar is crucial for organizing your holiday marketing efforts.

Best practices include:

  • Plan your content 4–6 weeks in advance
  • Include all marketing channels (email, social media, blog, etc.)
  • Align your content with specific holidays and events (e.g., Thanksgiving, Black Friday, New Year’s)
  • Ensure a balanced mix of promotional and educational content

Example content calendar entry:

・Email: "Last Chance for 2024 Benefits" reminder
・Social media: 3 posts on winter well-being tips
・Blog: "5 Health-Focused New Year's Resolutions"
・Website: Update homepage banner for end-of-year appointments

3. Craft relevant messaging

Develop messaging that resonates with patients during the holiday season by:

  • Emphasizing the importance of staying healthy during the holidays
  • Reminding patients to use their insurance benefits before they expire
  • Highlighting the convenience of scheduling appointments during time off work

4. Launch holiday email marketing campaigns

Email remains one of the most effective ways to reach patients. Consider these campaign ideas:

  • "Use it or lose it" insurance benefit reminders
  • A series of holiday health tips related to your specialty
  • End-of-year appointment availability updates
  • New Year's resolution tie-ins for health goals, and starting fresh in the following year

Here’s a sample email template to send out to patients:

Subject: Don't Let Your 2024 Health Benefits Expire!

Dear [Patient Name],

As the year comes to a close, we want to remind you to take full advantage of your remaining 2024 health insurance benefits. Many plans reset on January 1, meaning any unused benefits may be lost.

Consider scheduling:
・Your annual wellness exam
・Any outstanding screenings or tests
・Procedures you've been postponing

Our office has limited availability through the end of the year. Book now to secure your appointment: [Scheduling link]

Wishing you a healthy and happy holiday season,

[Practice Name]

5. Leverage social media 

Many patients spend more time on social media than checking their email inboxes — making social media a strategic way to engage patients and promote your services. Here are some ideas for posts:

  • Share holiday health tips and infographics
  • Post "12 Days of Wellness" countdown
  • Showcase staff holiday celebrations
  • Run a holiday-themed photo contest
  • Share patient success stories

6. Implement SMS marketing

Text messaging can be an effective way to reach patients quickly:

  • Send appointment reminders with a holiday theme
  • Offer last-minute openings to a targeted list
  • Provide quick health tips for the holiday season

Here are some sample text messages: 

[Practice Name]: Holiday reminder! We have 3 appointments left this year. Reply YES to grab one before your 2024 benefits expire. Happy holidays! 🎆
Holiday tip: Don't let your FSA funds go to waste! Schedule your annual check-up or that procedure you've been putting off before December 31. Call us to book: [Phone number]
🎅 Santa's not the only one making a list! Have you checked off these important health to-dos before the year ends?

✅ Annual physical
✅ Flu shot
✅ Dental cleaning
✅ Eye exam

Book now: [Link]

7. Update your practice website

Make sure your website reflects your medical practice holiday marketing efforts:

  • Add a banner promoting end-of-year appointments
  • Create a dedicated landing page for holiday health services
  • Update your blog with holiday-related health content
  • Prominently feature your online scheduling

8. Offer incentives to book

Incentives are a strong way to motivate patients, so drive appointment bookings with special offers. Some ideas include:

  • Discount elective procedures booked before year-end
  • Offer referral bonuses for patients who recommend friends or family
  • Bundle services for a comprehensive "holiday health package"
Boost efficiency
Are manual processes limiting your growth? Get actionable steps to eliminate administrative burdens with Tebra’s free guide to practice automation.
Download now

9. Partner with other local businesses 

Collaborate with other local businesses to cross-promote your offerings. Doing so adds convenience, since patients won't have to make a special trip for a service and disrupt their schedule for the day. You could:

  • Offer flu shots at local businesses
  • Partner with gyms for New Year's resolution promotions
  • Provide health tips for other businesses' newsletters or podcasts

10. Run paid advertising

Boost your reach with targeted paid marketing:

  • Run Google Ads to promote specific end-of-year services
  • Use Facebook and Instagram ads to reach local patients
  • Implement retargeting campaigns to re-engage website visitors

You can also optimize your practice website for local search. To ensure your practice appears in local results:

  • Update your Google Business Profile listing with holiday hours
  • Create posts on Google Business Profile about end-of-year services
  • Encourage patients to leave reviews mentioning specific services

11. Measure your medical practice holiday marketing success 

Remember to monitor the performance of your marketing efforts, so you can adjust your strategy on what’s working best. You may find it might not be worth investing more in a certain area that is not successful in increasing revenue. Here are ways you can track performance:

  • Analyze email open rates and click-through rates
  • Review social media engagement metrics 
  • Compare performance to previous years to identify trends
  • Conduct a post-holiday analysis to inform next year's strategy

Tebra's EHR+ is an ONC-certified all-in-one platform built for independent practices with data and insights to help you grow. Learn more.

Wrapping up

By implementing this medical practice holiday marketing plan, you can effectively drive appointments and keep your schedule full through the end of the year. Remember to start early, be consistent with your messaging, and focus on providing value to your patients during the busy holiday season so you can wrap up the year with a full schedule.

Download the report

You Might Also Be Interested In

Optimize your independent practice for growth. Get actionable strategies to create a superior patient experience, retain patients, and support your staff while growing your medical practice sustainably and profitably.

Subscribe to The Intake:
A weekly check-up for your independent practice

Becky Whittaker, specialist SEO copywriter

Becky Whittaker is a specialist SEO copywriter with over a decade of experience and an interest in healthcare and legal marketing. Becky believes that independent practices are critical because they have more opportunities to deliver better patient care and personalize patients’ experiences. She also has a personal connection to the healthcare industry, as her sister-in-law is a pediatrician.

Reviewed by

Stella Bard, MD

Dr. Stella Bard is an ABMS board-certified rheumatologist with more than 10 years of hands-on experience in managing complex rheumatologic concerns. She is currently a practicing physician in the states of New York and Texas.

Get expert tips, guides, and valuable insights for your healthcare practice