O CC U PAT I O N A L M E D I C I N E
Return-on-Investment in
Occupational Health Sales
■ FRANK H. LEONE, MBA, MPH
t began with two cavemen, or even before: Bartering. Fair trade.
A transaction where both parties (theoretically) walk away sat-
isfied that they got a positive return on their exchange.
This concept persists to this very day. At a minimum, your ur-
gent care clinic should understand return-on-investment (ROI)
for two occupational health staples: work injury management and
pre-placement physical examinations.
I fees. Therefore, your clinic must differentiate between price and
value (i.e., return on investment).
Next comes the rationale used to illustrate why your clinic is
the best option. This requires an emphasis on the likelihood of
your program making a difference, rather than a guarantee.
Rationale for a greater likelihood might include your track record,
experience, or specific provider training or credentials.
Work Injury Management
Pre-placement Physicals
Employers need to get workers back to work as quickly and in-
expensively as possible. Thus, you need to decrease the likeli-
hood of a worker getting re-injured. Any discussion concerning
the value of your clinic’s injury management service must take
into account both your injury management proficiency and pre-
vention skills.
When selling such services, you must illustrate your clinic’s abil-
ity to ensure a rapid return to work at a manageable cost. Sus-
tainable return to work must be more than an idle promise; it re-
quires meaningful justification.
Numerous attributes can lead to a more rapid return to work:
Ⅲ Care management software facilitates faster and tighter
control over the care management system.
Ⅲ Targeted case management ensures that the cases most
amenable to prompt coordination will get priority attention.
Ⅲ Modified duty programs ensure more rapid integration
into the workforce.
Ⅲ Continuity with occupational rehabilitation services pro-
vides interventions to reduce lost work time.
The second half of the equation—lower costs—is more chal-
lenging because buyers frequently cannot see beyond average
Unless your clinic addresses return on investment, you may find
it difficult to compete with lower cost providers who offer pre-
placement examinations primarily as a low-cost commodity.
Employers may “purchase” pre-placement physical examina-
tions on price alone. They may go one step further and factor in
convenience (e.g., availability to provide exams during tradition-
al non-working hours, etc.). Unless prompted, the employer is un-
likely to think of ROI when selecting a provider of pre-placement
physical exams.
A well-conceived and delivered pre-placement physical exam
is usually one that is based on an astute job analysis and performed
by a provider who is skilled at matching job requirements to the
applicant. Some practitioners do this well; many do not.
Thus, a value statement should stress your clinic’s expertise
in job analysis.
The rationale in support of this assertion might be physicians
with specialized training in job analysis or software that provides
the clinician with appropriate parameters and guidelines.
Sell on value, not price, and support the value of your prod-
uct with meaningful and concrete examples. This is the heart of
effective sales.
In summary, remember these four rules in using return-on-
investment in occupational health sales:
1. Never be “beaten” on price alone.
2. Advise prospects that ROI is more important than unit price.
3. Ensure that every program provides a unique value.
4. Provide concrete rationale that your clinic’s approach pro-
vides the greatest likelihood for optimal ROI. ■
Frank Leone is president and CEO of RYAN Associates
and executive director of the National Association of
Occupational Health Professionals. Mr. Leone is the author
of numerous sales and marketing texts and periodicals,
and has considerable experience training medical profes-
sionals on sales and marketing techniques. E-mail him at
fleone@naohp.com. 38
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