Services — Customer Service Training and Consulting

Help putting the information to work.

Your PatientImpact results are coming in... You're average in a few areas, doing well in a few areas and need some work in others. Or, maybe you're doing great in most categories. Now what?

We know that looking at the data is only half the battle - pairing it with action is most important to changing and growing your practice. We offer training and consulting services in a number of different areas to assist with making these transformations.

  • Enhance employee performance
  • Improve patient satisfaction
  • Foster empowerment, commitment and loyalty

PatientImpact is committed to providing easy-to-implement, streamlined patient satisfaction measurement and customer service training programs and consultation to healthcare organizations.  We emphasize turn-key, low-cost solutions and, critical to our mission, real-time reporting mechanisms – to help foster change in behaviors and ultimately better results.

Complementing PatientImpact's survey and reporting system, we provide a menu of customer service excellence training programs, intended to help healthcare providers train and enhance their staff's performance. 

Online E-Learning Short Courses

These online courses offer quick, overviews for basic customer service skill building.  Easily accessed on the Internet from home or work, each course takes 10 – 20 minutes to complete and has a follow up quiz that is emailed to the employee's supervisor.

Click here for an online E-Learning Demo.

The online E-Learning Courses include (click on links to see detail):

Foundations of Service Excellence

This course covers the 5 building blocks for service excellence and how they impact patients and coworkers.  From making positive first impressions to building long lasting relationships, excellent service really matters. Learn ways you can further improve the services you provide and build upon your organization's service foundation.

Managing Moments of Truth

Learn how patients evaluate service quality and how to positively shape "moments of truth." A moment of truth is any episode (interaction, observation or event) that shapes an impression and influences patient satisfaction.

Telephone Courtesy

Every time the telephone rings, it is an opportunity to manage the "moments of truth" the caller experiences.  This course identifies 9 telephone tips to enhance the telephone experience with customers.

Creating a Professional Image

Projecting a professional image ensures the confidence and respect of your peers and patients.  This course identifies the basics from being prompt and punctual, dressing appropriately, and delivering effective communication with customers and colleagues.

Handling Complaints 1 & 2

Handling complaints is covered in two courses.  The first course helps you understand ways to effectively handle a patient's complaint by reacting and relating to the customer.  The second course identifies ways you can resolve the patient's complaint and restore their faith in your service.

A Model for Service Leadership

This course introduces the Service Triangle and how a patient-focused culture, systems and people contribute to service excellence.

Constructing a Plan of Action

This course identifies the components needed for you to start to develop a service excellence plan for your department or office.

PatientImpact also offers the creation of custom courses specific to your organization.  Is there a work process or area that you want to create a training module for?  PatientImpact will develop an additional course specific to your needs.

Full Day and Half Day On-Site Training

PatientImpact has several customer service experts who deliver outstanding customer service training programs to achieve measurable results.  Our on-site training involves our experts and supporting staff visiting a practice and spending a day or half a day working directly with your staff to teach a focused customer service program. 

On-site training programs include,but are not limited to, the following courses (click on link to see descriptions):

6 Principles of Service Excellence

This program is based on common service techniques found at organizations like The Ritz-Carlton, Disney, and Nordstrom, organizations known for their consistent, uncompromising commitment to customer service.

Raising the Bar to Create a Culture of Service Excellence 

Everyone within an organization plays a significant role in creating a culture of excellence.  This workshop highlights and reinforces the role and expected contribution of every employee in raising the bar, whether they are in a frontline position or a supporting role within the organization.

The Art of Problem Resolution and Employee Empowerment

This workshop is designed to empower employees to not only effectively resolve issues, but also create customer delight.  Five steps for problem resolution will be covered and participants will walk away with tips for handling difficult customers.

PatientImpact's on-site training experts:

Theo Gilbert-Jamison

Kristine Peterson

Dr. Gerry Garner

Customized Consulting Engagements

To ensure sustainability of your investment in customer service excellence, PatientImpact also offers customized consulting solutions.  These engagements are for organizations wanting to make a commitment to launching and maintaining a service excellence culture.

Examples of consulting engagements include those described below, but often are customized to a client's specific needs (click on link to see descriptions):

Mistake Proofing the Front Office

When patients walk into a medical facility their perceptions of the experience are set by the interaction with the Front Office.  Customer service training is one important way to improve the patient experience.  Another important area of focus needs to be on Front Office operations.  The Front Office tasks need to be analyzed and reorganized to reduce errors ("mistake proof"), so that staff can increase accuracy, reduce staff tensions and focus on patient/referring physician needs.  This engagement involves evaluating your current front office procedures and protocols, and then providing "mistake proofing" techniques in order to improve overall Front Office operations and improve patient and referring physician satisfaction.

The goal of this program is to improving profitability and productivity by customizing services and programs to each client.  The recommended approach takes place over a 7 week period and focuses on training and operational analysis and redesign. 

Dr. Gerry Garner leads this engagement.

Service Leadership Training

Even if your organization has an impressive service philosophy (i.e., vision statement, mission statement, and service standards) just mounting them on the walls of the office does not ensure employee buy-in and commitment.  The Service Leadership Training program is a customized intervention that is designed to help employees understand the motive behind service excellence, and how they can become valued contributors to the organization's success.  The development process of this customized intervention starts with your selection of an internal Service Excellence Team, consisting of 8-10 of exemplary leaders and employees within your organization.  The Service Excellence Team meets for 2-days to refine or develop the service philosophy for the practice; participate in pilot programs; and communicating and implementing a sound Service Excellence Execution Strategy. 

This engagement is led by Theo Gilbert-Jamison.

Mystery Shopping

The "moments of truth" patients experience impact their satisfaction with your services and their perceptions of the quality you deliver. The ease of scheduling an appointment or finding a parking place, the appearance of your reception areas and staff, the willingness demonstrated to provide information or answer questions, are just some of the observations, events and interactions that influence the outcome of satisfaction and loyalty. There are hundreds of other "moments of truth" that make a difference in the customers' experience.

PatientImpact Mystery Shopping is designed to evaluate how well you are performing on the dimensions that patients use to evaluate your facility, and will provide you with a detailed report on how well you're doing and how you can improve.

PatientImpact Mystery Shopping helps you go beyond "usual and customary" practices to identify ways you can improve service delivery, differentiate your facility, and influence patient satisfaction.

Kristi Peterson is our expert in this area.

Business Development and Marketing

Your organization is looking to expand its reach but isn't quite sure where to put its resources. Is your idea for a new business line a good one? Where should you put your marketing dollars? What sort of marketing messages will resonate with referral audiences? Our consulting team can:

·  Conduct feasibility and cost-benefit analyses for business initiatives

·  Research market size and potential of new business ventures

·  Assess the needs of your target market

·  Conduct competitor profiling

·  Develop business plans, including ProFormas and Operating Plans

Our experts in this area are Patty Riskind, Margaret Hennessy and Beth Houck.


PatientImpact's Customer Service Training programs appeal to all employees that interact with patient customers.  This includes the front office, back office, nursing staff, physicians, and administrators.  Our programs help lay the foundation for a customer-focused, expectation-exceeding culture.


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