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1 Copyright © 2020 Health Management Associates, Inc. All rights reserved. The content of this presentation is PROPRIETARY and CONFIDENTIAL to Health Management Associates, Inc. and only for the information of the intended recipient. Do not use, publish or redistribute without written permission from Health Management Associates, Inc. Moments of Truth Drive Patient Experience of Care: Supporting Positive Interactions Leading to Patient and Staff Satisfaction By Deb Peartree 2 TODAY’S PRESENTATION Copyright © 2020 Health Management Associates, Inc. All rights reserved. PROPRIETARY and CONFIDENTIAL Deb Peartree, RN, MS Senior Consultant Albany, NY

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Page 1: Moments of Truth Drive Patient Experience of Care ......5 9 MOMENTS OF TRUTH Copyright © 2020 Health Management Associates, Inc. Allrightsreserved.PROPRIETARYandCONFIDENTIAL Any point

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Copyright © 2020 Health Management Associates, Inc. All rights reserved. The content of this presentation  is PROPRIETARY and CONFIDENTIAL to Health Management Associates, Inc. and only for the information of the intended recipient. Do not use, publish or redistribute without written permission from Health Management Associates, Inc.

Moments of Truth Drive Patient Experience of Care: Supporting Positive Interactions Leading to Patient and Staff Satisfaction

By Deb Peartree

2

TODAY’S PRESENTATION

Copyright © 2020 Health Management Associates, Inc. All rights reserved. PROPRIETARY and CONFIDENTIAL

Deb Peartree, RN, MSSenior Consultant

Albany, NY

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Faculty  Nature of Commercial Interest

Deb Peartree, MSN, BSN Ms. Peartree discloses that she is an employee of Health Management Associates, a national research and consulting firm providing technical assistance to a diverse group of healthcare clients. 

33

DISCLOSURE

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4

WEBINAR OBJECTIVES

• Describe the importance of working to enhance patient experience of care

• Identify clear strategies to improve patient experience of care

• Understand the relationship between balancing supply and demand, wait reduction, and continuity to patient satisfaction

Participants will be able to: 

Copyright © 2020 Health Management Associates, Inc. All rights reserved. PROPRIETARY and CONFIDENTIAL

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WEBINAR OBJECTIVES

• Describe clear strategies to establish effective relationships with patients starting with the first contact

• Describe the benefits of patient satisfaction on provider and staff satisfaction and joy in work

Participants will be able to: 

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6

POLLING QUESTION

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1.1. Care/Case Manager‐Coordinator

2.2. Front desk/ Schedulers

3.3. Referral Managers

4.4. Clinical, Mental, Behavioral Staff

5.5. Outreach, Navigators, CHWs

6.6. Quality Improvement

7.7. Operations supervisor/manager

8.8. Other

Describe your role

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IMPORTANCE OF PATIENT EXPERIENCE OF CARE

8

CUSTOMER SERVICE & HEALTH CARE

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Patient care is a customer service Health care is a customer‐driven 

service industry

Only the customer can define quality

Quality is influenced by ‘Moments of 

Truth’ that occur each day

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MOMENTS OF TRUTH

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Any point of contact between any staff and a patient, family, 

staff or community representative

Opportunities to create a positive impression of your 

organization, and the care and service they receive here

Influence a person’s perception of your organization

What impression of your organization are people left with? 

10

IMPORTANCE OF MOMENTS OF TRUTH

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What you do today influences your organization’s success 

and survival tomorrow

Potential patients, donors, staff – they may be here today, 

but will they come back?

Each current staff member is an ambassador

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IT’S ABOUT RELATIONSHIPS – WHAT WOULD THEY SAY?

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“They really know me and care about me”

“My questions and concerns are answered”

“They give me the care that I want & need when I want & need it.”

“My care is coordinated”

“My values and goals drive my health care”

12

POLLING QUESTION

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•On a scale of 0‐5, with •5 = “absolutely” and •0 = “not at all”, •how would your patients rate this statement?

They give me the care I 

want & need when I want & need it.

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PATIENT SATISFACTION –CONTINUITY &

WAIT TIME

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WHO LIKES TO WAIT & REPEAT THEIR CONCERNS?

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Not really!!!

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PEOPLE DON’T WANT TO WAIT….

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The service industry has correlated loss 

of market‐share to wait:

• in fast food, every 6 sec of wait in a 

car line, 1 point drop in market share

• at Starbucks, 3 minutes

• at Panera, 6 minutes from order to 

service

…not for their coffee at McDonalds and not for their health care. 

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POLLING QUESTION

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•Choose all that apply:

1. To get to a person on the phone 2. To make an appointment3. To see their provider

Are your patients 

satisfied with their wait…

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WHAT HAVE WE LEARNED?

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The biggest impact on performance:

• Did you see your own provider?  [continuity]

• Did you have to wait?

• When we improve processes to decrease delay, it 

improves patient satisfaction

When we balance supply and demand, it improves staff

satisfaction

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IMPORTANCE OF CONTINUITY & ACCESS

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The average health system is designed so that patients only 

see their own doctors 80% of the time

• When patients see their own providers and don’t have 

to wait, they are more satisfied, and their clinical care is 

better

• Continuity of care was associated with a reduction in resource utilization and costs.

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DECREASING WAIT TIME & INCREASING CONTINUITY

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What if….

…you could offer your patients an 

appointment with their provider of 

choice at a time that was convenient for 

them?

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HOW TO GET THERE FROM HERE?

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Team formation (aim, change principles, measurement, 

frequent communication)

A system to match supply and demand

Close relationships with each patient

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CHANGING THE PROCESS

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Positive Reinforcement is critical….

Recognize and reinforce the behaviors 

demonstrated by colleagues ‐to be friendly, warm 

and patient‐centered NOT task oriented

Support each other

ESTABLISHING EFFECTIVE PATIENT

RELATIONSHIPS

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CONSIDER….

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• “I’ve learned that people will forget what you said, 

people will forget what you did, but people will 

never forget how you made them feel.”Maya Angelou

24

CONSIDER…

Why are 

even short 

interactions 

with 

patients 

important?

What is the 

relationship 

between 

the clinical 

quality and 

the level of 

customer 

service 

provided?

What are 

the critical 

customer 

contact 

points in 

your job?

What are 

your 

barriers to 

handling 

the critical 

contact 

points?

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GREAT CUSTOMER SERVICE

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• Critical contact points:

⦁ When customers first enter the facility

⦁ In one‐on‐one interactions

⦁ When customers are waiting

⦁ When customers are moving through the facility

⦁ When promises are made

⦁ When customers are transferred or handed‐off to 

another location

⦁ When internal organizational issues are disclosed to the 

public

26

KEYS TO CUSTOMER SERVICE

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Empathy and sensitivity: How can you make customers feel important? 

If you were a patient would you appreciate your own 

behavior?

“All I want is to be treated as a person.”

‐ Patient quote

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PATIENT RELATIONSHIPS BEGIN WITH RECEPTIONISTS

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Receptionists fend off walk‐ins = phone calls with feet 

Deal with no shows

No‐shows and walk‐ins are system defects

⦁ making the appointment was wasted work

⦁ costs rework in making another appointment

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SHAPING MOMENTS OF TRUTH: SUCCESS & SURVIVAL

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• Greeting patients, family

• Customer service orientation

• Quality of care vs. task focus

• Influences success & survival tomorrow

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STRATEGIES TO IMPROVE PATIENT EXPERIENCE

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IMPACTING MOMENTS OF TRUTH

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Make eye contact with a 

friendly smile 

Introduce ourselves & our 

position 

Use proper names when 

addressing customers

Show appreciation

Give full attention

Never make excuses

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ENHANCE PATIENT INTERACTIONS

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Ask “How can I help you?”

Make sure directions and are available

Provide information about what, how long, what to expect, the reason, etc.

Apologize for waits, explain why & provide updates

32

PHONE ETIQUETTE

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Answer all calls in as few rings 

as possible 

Identify yourself by name, title 

and department

If you receive a transferred call 

by mistake, graciously transfer 

the call & give the caller the 

correct number.

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DEALING WITH STRESSED PATIENTS

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Patients are experiencing a 

variety of stressors

Staff need planned strategies 

to deal with upset patients

Dealing effectively with upset 

patients can build customer 

loyalty

What is the hardest thing about dealing with an upset or angry patient or family member?

3434

ANNOTATION EXERCISE

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MANAGING ANGRY CUSTOMERS

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S = smile – look of openness

O = open posture

F = forward lean slightly

T = territory – respect their space

E = eye contact

N = nod your head that you heard

SOFTEN formula – designed to diffuse situations:

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CUSTOMER SERVICE RECOVERY

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Apologize and establish your intent to help

Get the facts: ask questions and allow to 

vent; restate the concern

Develop solutions and assess their reaction 

Implement solutions

Report and track service breakdowns

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DO’s Put yourself in their shoes

Control your mental responses

Take responsibility to fix it

Give time to vent & listen

Create solutions

“I understand why you feel that way.”

DON’Ts “Its our policy”

Blame another department

Don’t take it personally

“Calm down”

Put yourself in danger of violence 

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PRINCIPLES OF SERVICE RECOVERY

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BENEFITS OF PATIENT SATISFACTION ON

JOY IN WORK

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PATIENT SATISFACTION MAKES INFLUENCES YOUR WORK DAY

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As waiting time in systems decrease and receptionists work 

become clearly valuable, staff satisfaction improves

Clinical staff satisfaction improves because their workday 

goes smoother

….is this joy in work?

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PATIENT SATISFACTION & JOY IN WORK ARE RELATED

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The degree to which providers and staff experience joy in their work influences: Staff engagement and satisfaction Patient experience Quality of care Patient safety Organizational performance

Joy ultimately about connections to meaning and purpose

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What brings you meaning & purpose in your work?

DRAFT 4141

ANNOTATION EXERCISE

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42

WHAT IS THE PATH FORWARD?

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1. Think about “What matters to you?”

2. Identify “What gets in the way?”

3.Make joy in work a shared responsibility 

4. Use improvement science to test approaches 

IHI.org

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FUNDAMENTAL NEEDS TO IMPROVING JOY IN WORK

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1. Physical and psychological safety, 

2. Meaning and purpose, 

3. Choice and autonomy, 

4. Camaraderie and teamwork, 

5. Fairness and equity.

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JOY IN WORK & PATIENT SATISFACTION ARE SHARED RESPONSIBILITIES

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What is one thing you can do today to enhance the lives you touch?

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CONTACT ME

Deb Peartree, RN, MSSenior Consultant

80 State StreetSuite 1101Albany, NY 12207

[email protected]