I've been talking about phone skills lately because it's something a staff member has been struggling with in our practice. It's one of the crucial aspects of her job, so we have to get it right. Funny thing is, I thought she was just fine with it. When I'd walk by, or be in my office across from her desk, she sounded good, but every now and then I'd notice some uncertainty. That uncertainty prompted me to ask a friend who's a consultant, to do a phantom call posing as a new patient. That's when we realized we had cause for concern. She became stiff and unwelcoming when an unexpected question was posed. The scripts that were meant to help her, ended up stunting her conversation. As a matter of fact, what should have been a congenial give and take conversation, became a stilted, mechanical, awkward monotone. Now what do I do?
I think it's a great idea to use phantom phone calls with your staff. Just be honest about it. You're not the cop sitting in the bushes along the highway just waiting to catch someone doing something wrong. You have to make it clear that the phone calls are a teaching tool. That gives you the responsibility of presenting the results in a productive way. If you go to the person and say, "You sounded horrible!", you're going to be faced with tears at the very least, or watching her walk out the door at the worst. Tell her you've asked someone to analyze her phone style and that you've got some information that you'd like to go over with her so that you can help her increase her phone skill. Be positive, it's hard to hear that you've been judged and found lacking. I also use a recorder that attaches to the phone. That way she can either listen and judge herself and see what she likes and doesn't like, or we can review it together. The point is to bring the responsibility back around to her. People change and do better when they recognize that there truly is a problem and they know what they need to fix.
In our practice we are very open in staff meeting about our strengths and weaknesses. Our long term staff are used to it and completely comfortable with discussing issues openly. New staff need time to get used to it, but we don't let them off the hook, we just keep reminding them that we all want to help them grow. So, back to the phone call.
Every phone call leaves an impression on the patient who is calling, and also on any patient within earshot. Be welcoming and warm. Avoid slang or lazy answers like Uh huh, Umhmm, and don't buy time with Ummm. Start listening to staff talking on the phone this week and you'll notice it. Just pointing it out to them will get them noticing how often they do it. Always be polite. I know I live in the South, but I'm born a Yankee and I've adopted "Yes, ma'am and No, sir, quite easily. It sounds good and people like politeness. Get involved in the call, don't just let it bounce off of you. Sit up straight and don't prop your head up with your hand. Remember, the caller can't see you, but patients in the office can. I also think you speak differently when you sit alertly rather than when you sit slouchy. Be professionally casual. What I mean is, don't be so professional that you come off sounding stiff and cold, but don't be so casual that you sound rude or ignorant.
Here's an example of a staff member that would sound too casual:
Staff member (SM)Dr. Morgan's office.
Patient (Pt) I'd like to make an appointment.
SM - What's your name?
Pt - Linda Zdanowicz
SM - Are you a patient?
Pt - Well, I've been coming there for 20 years!
SM - Well, it's hard to remember every patient. What's your problem?
Pt - I have a toothache.
SM - Well, we're really booked up today, we can see you at the end of the week.
Pt - What will I do till then, it really bothers me?
SM - Well, maybe you could take some Motrin or something, that's all we've got open.
Ok, maybe that's extreme, but I've been the patient getting those kind of responses in healthcare offices before.
Here's an example of a staff member who is being too stiff:
SM - Good morning, you've reached Dr. Morgan's office. This is Julie.
Pt - I'd like to make an appointment.
SM - Can I have your name please?
Pt - Linda Zdanowicz
SM - When were you last seen?
Pt - I was there in March.
SM - What can I do for you?
Pt - I have a toothache.
SM - Please answer the following questions: The sm then rattles off a list of symptoms.
Pt - It started last night and it's killing me, can you get me in?
SM - I'm looking at our schedule and it's really tight. Can you wait till tomorrow, we have some emergency time open at the end of the day?
Pt - I'd really prefer to be seen today. I don't want to go through another night like last night.
SM - If you insist on coming in today, you can come by at 3, but I can't promise you that you won't wait a long time. We'll be working you in between our scheduled patients. You may have to sit in the waiting room a while. I'd bring a book or something.
Pt - Well, I'll just have to wait then, because it's killing me.
Here's a better scenario:
SM - Good morning, Dr. Morgan's office. This is Julie, how may I help you?
Pt - I'd like to make an appointment.
SM - Certainly, can I have your name, please?
Pt. - Linda Zdanowicz
SM - Hi, Mrs. Zdanowicz, when were you last seen in our office?
Pt - Please call me Linda, I was there in March.
SM - Oh, yes, I see you were in for your recall appointment and everything was great. I began working here in April, so I haven't met you yet, but I'm looking forward to it. How can I help you today?
Pt - I am having a toothache.
SM - Oh, I'm sorry to hear that! Let me ask you some questions? When did it start to bother you and does it wake you up at night?
Pt - Oh, yes it does! I woke up last night with a terrible toothache.
SM - Did you take anything for it, and did it help?
Pt - I took 4 Motrin and it did calm down after a while.
SM - Oh, good! Have you noticed anything else? Does it hurt when you chew or when you drink something hot or cold?
Pt - Yes, all three. It's the worst toothache I've ever had.
SM - Oh, I'm so sorry Linda. Well, let's get you in right away so we can get you out of pain. Our schedule is tight today, but this is important. We can see you at 10 am. We'll do our best to get you right in, but please understand if you have to wait a few minutes.
Pt. - Oh, I'm just grateful to get in so fast. The last time I had a toothache at my old office, they made me wait till the end of the week. That's one of the reasons I left.
SM - Oh no, we always see a patient who is having pain the same day that they call. We try to treat you the way we'd want our family to be treated.
You see the difference. In the first call the patient was more of an intrusion than a person. In the second, the staff member was using a script and a set of rules that she wasn't going to veer from. She got the patient in, but she didn't seem to care about her problem. In the last example,the staff member used empathy and concern to make the patient feel welcome and cared for.
Some staff members answer the phone and when the patient starts to speak, the staff member just hears, "Yadda, yadda, yadda." It's all the same, they all call for the same reason. They're always complaining or wanting something. That attitude carries through the phone line. What you want is a staff member who is responsive to what the patient is saying. When a staff member asks a question, but doesn't comment on the patient's response, it leaves the patient feeling like she's being interviewed. When the staff member responds appropriately, with concern and empathy, the patient feels like somebody cares. And isn't that something that any of us really wants?
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