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This article originally appeared in Suzanne
Boswell's column, "Unmasking the Patient's Perspective" in the
Jan/Feb, 2000 issue of Dental Practice & Finance (Dental
Practice Report). It appears here with their gracious
permission.
By Suzanne
Boswell
Common courtesy is an essential
part of customer service. Here’s why good etiquette is important not
only to patient retention, but also to employee retention.
You’ve experienced it in a retail store. You take
your purchase to the salesperson at the counter, who’s on the
phone…obviously a personal call. Rather than acknowledge you, she
turns her back and leisurely finishes her call. After hanging up,
she turns around without a word and rings up the products of the
person who approached the counter after you did. To add insult to
injury, the other customer says nothing about this inequity.
Rare? Hardly. As a matter of fact, we’ve become used
to this kind of treatment in our society, leaving many of us to
lament, "Good manners are a thing of the past." But does it have to
be that way? Specifically, should you settle for this "society norm"
in your practice?
Picture this common scenario: A patient approaches
the counter in a physician’s office. The glass window is closed and
staff avoids making eye contact with the patient. Numerous signs on
the counter instruct the patient on what to do and what not to do.
The patient feels like a number in this office. Is it a surprise
that patients are beginning to rail at their insignificance in the
health care quotient today?
So how do patients feel when they are treated with
utmost respect and courtesy in a dental office? You can bet that
they notice it, appreciate it and value you and your practice as a
result. But why bother? What does the extra effort do for you?
Well, for one, by extending common courtesy, you are
more likely to keep patients and earn referrals. In the patient’s
mind the line is blurred between courtesy and customer service.
Courtesy should be an integral and inseparable part of excellent
customer service.
Another by-product of common courtesy may be even
more profound: When you and your staff strive to behave more
courteously with one another as well as with patients, the workplace
becomes a far more enjoyable, harmonious and pleasant place to work.
Every day we are presented with situations that
allow us to show common courtesy and consideration to others. But
all too often these opportunities pass by unrecognized. The fact
that we refer to "random acts of kindness" as rare and special
moments of sensitivity to others indicates the level of incivility
we have reached in our society. When you change that approach to
"common acts of kindness," you elevate yourself and your practice
above the norm.
We are not born innately understanding courtesy.
Instead we learn it during a lifelong process. So let’s go back to
basics and look at how we can make the office a more pleasant place
for patients and for teammates. Here are just a few of the places
where your manners influence others and say something about you in
the process.
Telephone
tips Courtesy extended on the phone paves the way
for courtesy expected when the patient enters the office. Offices
should place special emphasis on honing the phone skills of each
team member. After all, it’s not just the receptionist who
influences the public: It’s every person who answers the phone. Here
are a few basics of telephone etiquette:
- Don’t leave callers on hold longer than 45
seconds without letting them know they’re not forgotten: "Mrs.
Smith, I’m still working on this, can you hold for another
minute?"
- Avoid speaking so fast that you sound rushed.
Otherwise, you may be perceived as too busy to meet patient needs.
- Avoid rustling papers or whispering to others
while on the phone. When callers hear someone doing two things at
once it leaves the impression that you’re really not listening
because you are preoccupied with something more important.
- Thank callers for holding when you return to the
line. If you’ve been gone for a longer-than-usual time, briefly
explain the situation and apologize.
- Keep personal phone calls out of earshot of
patients. This is especially crucial when the office is busy and
personal phone calls can reflect especially negatively on the
practice.
Greeting and meeting
others How gracious a person is when
meeting others speaks volumes about the individual and the
environment. Patients believe that the way they are treated at the
front desk represents what is acceptable to the doctor and creates
their expectations for the office. Here are some rules of etiquette
for meeting and greeting patients:
- Introduce yourself to new patients. Stand and
shake hands if possible. This is particularly important if the
patient is much older than you; it is a sign of respect that is
practiced too infrequently today.
- Acknowledge in some way each person who enters
the office, even if only with eye contact and a nod or smile.
(This includes service people like postal employees because
patients do notice how you treat others!)
- Address the patient using the last name with Mr.,
Mrs., Ms. or professional designation, unless you are invited to
do otherwise. This is particularly important when talking with
those who are older than you.
- When shaking hands, it doesn’t matter who extends
hand first, man or woman. Give a full, firm handshake equally to
men and women. Be sensitive to the degree of pressure you apply in
shaking hands with those who may have arthritis or be disabled.
- Introduce patients to other team members when
appropriate. Help patients feel a part of the "practice family."
Additionally, patients appreciate when team members wear name
tags.
- If a person offers you a business card, look at
it and read it before putting it away. The card is a paper
extension of the person and therefore deserves respect and
acknowledgement. The Japanese extend and accept business cards
with some degree of ritual, using both hands and carefully reading
the card before continuing the conversation.
- Hold doors open for others. Helping a person who
has his or her arms full or cannot easily maneuver is appropriate
regardless of age or gender.
- Stand to the side before entering an elevator.
This allows others to exit without bumping into you. This is
crucial in buildings of healthcare providers where patients may be
in wheelchairs, on gurneys, infirmed or disabled.
Smoking and
eating
If you provide
coffee or beverages for patients, invite them to help themselves.
This is also a gracious way to help shorten a sense of waiting
time for the patient.
Never consume food or drink in view of
patients. This may be perceived negatively in any business, but
especially in a healthcare environment.
It is a given that
healthcare professionals not smoke in view of patients. There
should be no odor of smoke in the office or on any of the team
members.
Thank yous and goodbyes
- Thank the prospective patient
for inquiring about and considering your practice. Verbalized
sincerely, this may be the pivotal factor in a patient appointing
at your office as opposed to another office.
- Always say goodbye before your final departure
from the patient in the treatment room. Doctors often forget
closure with the patient when the schedule becomes pressing. Some
patients will leave the practice feeling slighted and
undervalued.
Conversation and
confidentiality
- If you must break away from
discussion with a patient to address the needs of another (patient
or staff member), excuse yourself first.
- Ask the patient about him/herself.
This is important for all team members, but may have greatest
meaning with hygienists and assistants who spend more time with
the patient. How much do you focus on yourself as opposed to
focusing on the patient in casual conversations? If you talk about
yourself more than 25% of the time, your energy is misplaced.
Refocus on the patient, oral hygiene issues and topics that
interest the patient.
- Reading a note that is handed to a
doctor while in conversation with a patient can undermine the
importance of the patient. Unless the message is a true emergency,
the time spent with a patient should be sacred. The shorter the
time with the patient, the more focused the doctor must be on the
patient.
- Handle confidential matters
sensitively. Anything relating to money, patient condition,
patient treatment or personal matters of the patient should not be
discussed in earshot of other patients. Take cues from patients as
to the topics they perceive as confidential. A lowered voice, the
closing off of physical space between you and others and scanning
eye movements to determine if others can hear your conversation
are clues that the patient desires privacy.
Communication by mail and
technology With advances in
technology, personal niceties are sometimes forgotten. Even when you
are not face-to-face, you can still add a personal touch to
communication with your patients. Here are some ways to do this:
- Personalize everything sent by mail. Patients in our focus
groups have said that even a simple Post-it note attached to a
form or brochure helps a mailed piece seem more personal. The
patient feels important and more "connected" to your office.
Always use the patient’s name when you write the note and sign
your name.
- Patients value handwritten thank-you notes (for a referral or
kindness). A phone call is meaningful, but an informal note has
greater impact. When the note comes from the doctor it carries
even greater significance.
- When you send a fax, even if you know it will go directly to
the receiver’s desk, include a personalized cover sheet, signed by
the sender.
- In e-mail messages, be sure your header (title line of the
message) is personalized so that it is not considered to be junk
mail. "Information you requested from Dr. Harold Mark’s office"
will more likely be opened and read than "Information you need!"
- Don’t let the beeps, rings and buzzes of cell phones interrupt
conversations with patients. When possible, turn phones and pagers
to the vibrate mode and check messages when out of the patient’s
view.
Anticipating needs This skill, above all others, may speak to
patients about the caring attitude and courteous nature of the
office. The ability to anticipate patient needs requires the team
member to focus more on the patient than on him/herself. This may
not come naturally but can certainly be developed.
- Observe the patient for nonverbal clues indicating possible
needs.
- Recognize needs patients have had in the past that are similar
to the present situation. This may be helpful in anticipating
unspoken needs of the present patient.
- Let patients verbalize their needs. Phrase questions in an
open-ended manner such as, "Tell me, Mrs. Smith, how can I help
you be most comfortable? What do you need that might help you be
most comfortable?" Asking, "Are you comfortable?" really calls for
a yes/no answer and by comparison seems less caring.
- Treatment rooms tend to be cool. This temperature may seem
even cooler than normal to those who have just experienced wintry
weather outside the office. Offer a blanket or wrap to the
patient. Some patients are cold-natured at any time of the year
and they will appreciate your awareness of the body language clues
they send.
Courtesy and successful
patient relationships There are direct
relationships among patient retention, referrals and courtesy.
Fine-tuning the courtesy extended to patients can only strengthen
patient respect for your team, as in the old saw, "what goes around
comes around." And when patients make comparisons between your
office and others, they will want to remain with you and return to
the courteous customer service received in your care.
Above all, your efforts to mind your manners must be sincere.
Don’t make the mistake I recently encountered: I was in a
convenience store where the staff obviously had been schooled to
respond with "my pleasure" to any customer request. I heard this
phrase repeated three times to different customers in the store. It
was said without eye contact and in a hurried vocal tone. The tone
turned to one of embarrassment when a staff person felt compelled to
respond in this manner to a burly truck driver. The truck driver
left the store mumbling "whoopee doo" under his breath.
Courtesy is crucial but it must also be appropriate to the situation
and sincere!
Rants and
Raves How patients rate practices on their
Ps& Qs
The doctor came out to the
reception area, shook hands and apologized for being 30 minutes
late. I couldn’t believe it. I ended up thinking more highly of
the doctor than if she’d been right on time!"
"The receptionist hung up the phone and said to the hygienist,
‘Mrs. Jones just changed her appointment for the third time this
week. Do you BELIEVE that!’ I was shocked that she’d talk about a
patient like that in earshot of other patients. I guess she just
didn’t realize how bad that sounded."
"I was standing at the counter and the receptionist said to
me, ‘Excuse me while I get rid of this patient on the phone.’ I
figure that’s what she says about me when I call in. It sounded so
rude."
"The doctor left me in the room so he could take a personal
phone call. The front desk person told him his wife was on the
phone. So there I sat by myself for 15 minutes with a mouth full
of cotton. I didn’t even have a magazine to read! When he came
back he never apologized, but talked about the plumbing problem at
his house!"
"It was a rainy day and the receptionist loaned me an umbrella
so I wouldn’t get wet walking to the car. She said she had a
number of ‘loaners’ and that I could just bring it back at my next
appointment."
"The first time I went to the office, I saw the staff being
very courteous with each other and I thought that was a good sign
as to how I might be treated. I liked seeing that they respected
each other and it made me respect them more
too."

Suzanne Boswell
Presentations - 12108 Amoretto Way,
Raleigh, NC 27613 USA Phone:
919-845-4189 - Fax:
919-845-4188 Email : Suzanne@BoswellPresentations.com Website: www.BoswellPresentations.com
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