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Healthcare Contact Centers
Adapting Best Practices to Patient Access
Common Challenges
Call Centers
1
2
3
4
Gathering relevant market intelligence
to better target and segment the market
Increasing reach and finding innovative ways
to better engage patients and physicians
Providing a consistent, streamlined
experience
Equipping team with insight & tools to help
grow advocacy
Our ApproachExperience Management
The patient experience is a strategic imperative among
90% of healthcare executives (based on
APQC/Beryl/Gelb Benchmarking). In most cases, access
is one of the first measures patients have against their
expectations and your brand promise.
We intentionally examine the differences between
functional needs (what is done) with emotional needs
(how patients and physicians feel about the
interactions).
Key Operational issues for Call Centers involve the
inability to track callers who have not made an
appointment. Our Dashboard tools provide ready access
to metrics for decision making.
We believe that culture and your brand promise are
linked through the experience delivered.
We call this Customer Enchantment
ProcessEnsuring Continuous Improvement
© Gelb Consulting
Best PracticesAssessing Performance
BenchmarksPerforming at the Highest Levels
• Mobile
appointment
status updates
• Suggestions for
activities,
restaurants ,rest
areas, quiet areas.
• Self Service/Real Time
Scheduling
• Customized
communication
• Intelligent queuing
• Intelligent complex
appointment coordination
• Demonstrated concern for
needs/problems
• Central database to
track staff availability &
patient needs
• Single contact
resolution, real time
recovery
• Vehicles for feedback
collection and action
• Service Standards for
Patient Interaction,
Service Excellence
• First visit greeting
• Clear way-finding
• Quiet spaces available
• Efficient registration
• Accurate insurance
verification/financial
clearance
• 24 hour call back standard/
tracking metrics
• Abandon metrics,
complaints , kudos shared
with faculty and front end
• Financial Counselors
available for
consultation
• Friendly
knowledgeable staff
• Dedicated fast-track
appointment
openings
• “Commit to sit”
• “What do you need
today?” process
• Clear, accessible
care plans/protocols
(paper, virtual)
• Sponsored
support options
• Dedicated single
point of contact
• Holistic therapy
options
• Journey
coordinators
• Contact information (phone
number, email, patient portal)
for continuing needs
• Friendly knowledgeable staff
• Personal call to referring
physician to coordinate
follow-up care and thank for
referral
• Post-visit patient contact
• Patient friendly
static websites
• Diagnosis Based
Ed Materials
• Friendly
knowledgeable
staff
• Telemedicine and
Telecommunication options
• Automated lab reporting
• Customized communication
• Patient and Family
Centered Care Models
• Templates for patient
tracking from central data
base
• Seamless EHR transfer
• What if personalized
financial impacts
• Collection of Medical
Records
• Staff tracking tools
• Live answer to all calls
(instant queue)
• Single Contact
Resolution/real-time
recovery
• Personalized on-line access
to info
• Retinal identification for
intake to clinic
• Valet voucher,
assigned first visit
escort
• Concierge Program
• Intelligent on-site
queuing
• Intelligent on-site
complex appointment
coordination
• Interactive web
design with chat
access
• Mobile friendly
content
• Clear communication
• Friendly
knowledgeable staff
• Community based
education
• Proactive
outreach (patients/
physicians)
EnchantEngage
Basic
Needs
ExamplesWhat You Can Assess
Insight to ActionIdentifying Key Expectations
Communication CoordinationCare
Awareness Need Scheduling Treatment Transition
Strategy Activate
Capture Analyze Share
Insight
Standard reports and dashboards
typically included are:
• Access Scorecard
• Call Center Feedback Tool
• Lead Management
• Escalation for Follow-up/Service Recovery
• Service Line Reports
• Executive Report
• Transition of Care Dashboard
Patient360 Demo:
http://vimeo.com/114725576
ResultsActivating the Strategy
© Gelb Consulting
Industry Expertise Research-Driven Insights Practical Strategies
We bring best practices designed
with national leaders in
healthcare
We understand AMC’s, cancer
centers and call centers
J. D. Power-certified Call Center
Senior Assessors
Benchmarks created based on
work with healthcare system call
centers
Experience mapping used for
insights and strategy
development
Best practices research regarding
the patient and physician
experience
Our process ensures the
operationalization of the models
We provide a team of former
executives who have
implemented call center re-
designs
We can provide client training to
facilitate customization,
encourage ownership and reduce
external costs
Our ValueAdapting Best Practices
Scope of Services
Creating Leaders
Experience Management Healthcare Marketing Strategy Healthcare Business Strategy
Since the early 90s, we’ve been
using this approach to organize
insight development, strategy
design, and experience
monitoring.
Gelb has the experience to
guide your strategic marketing
efforts with well-executed
marketing research and proven
methods to design winning
strategies.
Our team of former healthcare
executives have executed
strategic planning,
transformation, and programs.
• Patient Experience Management
• Physician Experience Management
• Donor Experience Management
• Healthcare Growth Playbook
• Health Brand Strategy
• Digital Insights and Dashboards
• Strategic Planning
• Financial Analysis
• Revenue Cycle Improvement
• Operational Excellence
• Organizational Transformation
• Quality and Patient Safety
• Executive Transition
• Destination Medicine
The Gelb
Difference
Our collaborative, information-based approach instills
confidence in results and brings into focus the true meaning
of offering an exceptional customer experience.
We have been specializing in creating healthcare market
leaders for decades. Our approach applies industry best
practices and proven frameworks to real-world situations.
Our team members have depth and breadth of experience
and knowledge; many have executive-level experience at
leading healthcare organizations.
www.endeavormgmt.com/healthcare
A Track Record of Success:
• Barnes-Jewish Hospital
• Cleveland Clinic
• Cincinnati Children’s Hospital Medical
Center
• Dayton Children’s Hospital
• Duke Medicine
• Froedtert & the Medical College of
Wisconsin
• Mayo Clinic
• MD Anderson Cancer Center
• Memorial Sloan Kettering
• RJW Children’s Specialized Hospital
• St. Jude Children’s Research Hospital
• Texas Children’s Hospital
• University of Chicago Medicine
• University of Colorado Health
• Vanderbilt University Medical Center
Ranked one of the top 50 Healthcare
Management Consulting firms by Modern
Healthcare

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You never get a second chance to make a first impression.

  • 1. Healthcare Contact Centers Adapting Best Practices to Patient Access
  • 2. Common Challenges Call Centers 1 2 3 4 Gathering relevant market intelligence to better target and segment the market Increasing reach and finding innovative ways to better engage patients and physicians Providing a consistent, streamlined experience Equipping team with insight & tools to help grow advocacy
  • 3. Our ApproachExperience Management The patient experience is a strategic imperative among 90% of healthcare executives (based on APQC/Beryl/Gelb Benchmarking). In most cases, access is one of the first measures patients have against their expectations and your brand promise. We intentionally examine the differences between functional needs (what is done) with emotional needs (how patients and physicians feel about the interactions). Key Operational issues for Call Centers involve the inability to track callers who have not made an appointment. Our Dashboard tools provide ready access to metrics for decision making. We believe that culture and your brand promise are linked through the experience delivered. We call this Customer Enchantment
  • 5. © Gelb Consulting Best PracticesAssessing Performance
  • 6. BenchmarksPerforming at the Highest Levels • Mobile appointment status updates • Suggestions for activities, restaurants ,rest areas, quiet areas. • Self Service/Real Time Scheduling • Customized communication • Intelligent queuing • Intelligent complex appointment coordination • Demonstrated concern for needs/problems • Central database to track staff availability & patient needs • Single contact resolution, real time recovery • Vehicles for feedback collection and action • Service Standards for Patient Interaction, Service Excellence • First visit greeting • Clear way-finding • Quiet spaces available • Efficient registration • Accurate insurance verification/financial clearance • 24 hour call back standard/ tracking metrics • Abandon metrics, complaints , kudos shared with faculty and front end • Financial Counselors available for consultation • Friendly knowledgeable staff • Dedicated fast-track appointment openings • “Commit to sit” • “What do you need today?” process • Clear, accessible care plans/protocols (paper, virtual) • Sponsored support options • Dedicated single point of contact • Holistic therapy options • Journey coordinators • Contact information (phone number, email, patient portal) for continuing needs • Friendly knowledgeable staff • Personal call to referring physician to coordinate follow-up care and thank for referral • Post-visit patient contact • Patient friendly static websites • Diagnosis Based Ed Materials • Friendly knowledgeable staff • Telemedicine and Telecommunication options • Automated lab reporting • Customized communication • Patient and Family Centered Care Models • Templates for patient tracking from central data base • Seamless EHR transfer • What if personalized financial impacts • Collection of Medical Records • Staff tracking tools • Live answer to all calls (instant queue) • Single Contact Resolution/real-time recovery • Personalized on-line access to info • Retinal identification for intake to clinic • Valet voucher, assigned first visit escort • Concierge Program • Intelligent on-site queuing • Intelligent on-site complex appointment coordination • Interactive web design with chat access • Mobile friendly content • Clear communication • Friendly knowledgeable staff • Community based education • Proactive outreach (patients/ physicians) EnchantEngage Basic Needs
  • 8. Insight to ActionIdentifying Key Expectations Communication CoordinationCare Awareness Need Scheduling Treatment Transition
  • 9. Strategy Activate Capture Analyze Share Insight Standard reports and dashboards typically included are: • Access Scorecard • Call Center Feedback Tool • Lead Management • Escalation for Follow-up/Service Recovery • Service Line Reports • Executive Report • Transition of Care Dashboard Patient360 Demo: http://vimeo.com/114725576 ResultsActivating the Strategy
  • 10. © Gelb Consulting Industry Expertise Research-Driven Insights Practical Strategies We bring best practices designed with national leaders in healthcare We understand AMC’s, cancer centers and call centers J. D. Power-certified Call Center Senior Assessors Benchmarks created based on work with healthcare system call centers Experience mapping used for insights and strategy development Best practices research regarding the patient and physician experience Our process ensures the operationalization of the models We provide a team of former executives who have implemented call center re- designs We can provide client training to facilitate customization, encourage ownership and reduce external costs Our ValueAdapting Best Practices
  • 11. Scope of Services Creating Leaders Experience Management Healthcare Marketing Strategy Healthcare Business Strategy Since the early 90s, we’ve been using this approach to organize insight development, strategy design, and experience monitoring. Gelb has the experience to guide your strategic marketing efforts with well-executed marketing research and proven methods to design winning strategies. Our team of former healthcare executives have executed strategic planning, transformation, and programs. • Patient Experience Management • Physician Experience Management • Donor Experience Management • Healthcare Growth Playbook • Health Brand Strategy • Digital Insights and Dashboards • Strategic Planning • Financial Analysis • Revenue Cycle Improvement • Operational Excellence • Organizational Transformation • Quality and Patient Safety • Executive Transition • Destination Medicine
  • 12. The Gelb Difference Our collaborative, information-based approach instills confidence in results and brings into focus the true meaning of offering an exceptional customer experience. We have been specializing in creating healthcare market leaders for decades. Our approach applies industry best practices and proven frameworks to real-world situations. Our team members have depth and breadth of experience and knowledge; many have executive-level experience at leading healthcare organizations. www.endeavormgmt.com/healthcare A Track Record of Success: • Barnes-Jewish Hospital • Cleveland Clinic • Cincinnati Children’s Hospital Medical Center • Dayton Children’s Hospital • Duke Medicine • Froedtert & the Medical College of Wisconsin • Mayo Clinic • MD Anderson Cancer Center • Memorial Sloan Kettering • RJW Children’s Specialized Hospital • St. Jude Children’s Research Hospital • Texas Children’s Hospital • University of Chicago Medicine • University of Colorado Health • Vanderbilt University Medical Center Ranked one of the top 50 Healthcare Management Consulting firms by Modern Healthcare