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Bookends of the Patient Experience: 
Improvement Strategies from 
Admission to Discharge 
Yvonne A. Chase 
Section Head 
Patient Access and Business Services
Learning Objectives 
• Review opportunities to impact patient experience in revenue 
cycle areas such as scheduling, registration, financial counseling 
and case management. 
• Identify tools and processes to improve patient experience 
across the continuum of care – pre-service, time of service and 
post-service. 
• Consider methods to monitor interactions with patients for a 
complete picture of the patient’s experience from first 
encounter to the point of admission to the point of discharge. 
• Evaluate opportunities to conduct quality assurance and 
training in staff communication with patients. 
• Review scores from Press Ganey and HCAHPS to identify 
opportunities for continual improvement and sustainability.
Patient Experience “Star” Committee 
Central service 
focused resource 
that monitors and 
acts upon service 
outcome data 
Provides feedback 
to leadership 
Recognizes service 
excellence 
Fosters service 
innovation to 
support Mayo Clinic 
goals 
Creates a forum to 
share best practices
So…What is the Patient Experience?
Key Elements 
Critical to the understanding and application of this definition is a broader 
explanation of its key elements 
Interactions 
The orchestrated touch-points of 
people, processes, policies, 
communications, actions, and 
environment 
Culture 
The vision, values, people (at all 
levels and in all parts of the 
organization) and community 
Perceptions 
What is recognized, understood 
and remembered by patients and 
support people. Perceptions vary 
based on individual experiences 
such as beliefs, values, cultural 
background, etc. 
Continuum of Care 
Before, during, and after the 
delivery of care 
SOURCE: A REPORT ON THE BERYL INSTITUTE BENCHMARKING STUDY, THE STATE OF PATIENT 
EXPERIENCE IN AMERICAN HOSPITALS 2013: POSITIVE TRENDS AND OPPORTUNITIES FOR THE FUTURE, 
JASON A. WOLF, PH.D., PRESIDENT
A Clear Priority 
SOURCE: A REPORT ON THE BERYL INSTITUTE BENCHMARKING STUDY, THE STATE OF PATIENT 
EXPERIENCE IN AMERICAN HOSPITALS 2013: POSITIVE TRENDS AND OPPORTUNITIES FOR THE FUTURE, 
JASON A. WOLF, PH.D., PRESIDENT
Not Just Another Initiative 
“Experience is not just another 
initiative you can measure and plan 
your way through, it requires direct, 
personal and in-the-moment efforts 
to achieve the greatest results.” 
SOURCE: A REPORT ON THE BERYL INSTITUTE BENCHMARKING STUDY, THE STATE OF PATIENT 
EXPERIENCE IN AMERICAN HOSPITALS 2013: POSITIVE TRENDS AND OPPORTUNITIES FOR THE FUTURE, 
JASON A. WOLF, PH.D., PRESIDENT
How is it Formed? 
“Comprised of every impression and encounter a patient 
(or family member) has with your health system. 
“Whether it's making a phone call for additional 
information, scheduling an appointment, 
“or whether your website is easy to navigate, every 
interaction impacts patient perception.”
Revenue Cycle Impact 
Pre-service 
communication sets the 
tone for the entire 
encounter 
Post-service 
communication may be 
last touch point a patient 
has with the organization 
These interactions are about health and money; 
two of the most emotional subjects we deal with as humans.
Pre Service 
Tools & Processes
Setting the Tone 
• Obtain correct information 
• Schedule and register patient appropriately 
• Ensure services are covered and reimbursed 
Patient 
experience 
begins in 
Patient Access 
• Staff scripted with opening and closing 
scripts 
• Specialized training in customer service 
First phone 
call or 
face-to-face 
sets the tone
Patient Access Touch Points 
Physician scripts 
Consents and 
authorizations 
Insurance benefits 
verification 
Prior authorization 
Notification of 
admission 
Patient out-of-pocket 
estimate 
Financial 
Counseling/Medicaid 
Eligibility 
Identify payer 
sources
Patient Expectations 
Information regarding benefits 
Prior auth and/or precert completed prior to service 
Knowledge of costs and out-of-pocket expectations 
Services are covered by insurance company
10 Most Common Patient Complaints 
Difficulty scheduling an appointment 
Long wait times 
Rude or uncaring staff 
Lack of coordination of care 
Poor/ineffective treatment 
Uncomfortable or unclean environment 
Billing problems 
Unprofessional conduct 
Poor patient-provider communication 
Unreturned calls
Perception & Clinical Satisfaction 
Satisfied with 
Billing Experience 
93% Satisfied 
with Clinical 
63% Satisfied 
with Clinical 
Source: “Study Shows Link between Patient Satisfaction with 
Billing Experience and Clinical Satisfaction,” Executive Insight, 
©2011. 
Unsatisfied with 
Billing Experience
#1 Issue – Communication 
Scripting 
• Timeliness, accuracy of 
communication 
• Keeping patients and family 
members informed 
Setting Expectations 
• Time estimates 
• Patient responsibility 
• Discharge info
Clear, Accurate Communication 
Call recording 
Face-to-face communication 
QA reviews 
Quality measures, competency reviews 
Training
Voice Recording 
Authorizations, certifications, referrals 
Physician calls 
Scheduling calls 
Pricing hotline/estimates 
Patient calls on nurse help-line 
Calls in Emergency Department 
Customer service calls 
In-person encounters
Monitoring 
Monitor quality indicators (wait 
times, talk times, customer service) 
Each scheduler listens to percentage 
of calls on a monthly basis 
Quality/accuracy goals set for each 
employee and reviewed each month
Quality Assurance 
Perform consistent, objective QA of communication; 
quickly pinpoint issues & training needs 
• Score cards and reports: Track and trend quality 
scores by team, agent or focus area 
• Review with staff: Share recordings and reports 
for training and performance improvement 
• Performance evaluation: Tie QA scores to 
employee evaluations, incentives & recognition
Quality Assurance – Sample Scorecard
Documenting Patient Touchpoints 
Appointment scheduling 
• Referring physicians 
• Patient requests 
Cost estimation 
Patient notification 
Registration 
Patient administrative liaison encounters
Referring Physicians 
• Provide direct access through: 
• Online Services for Referring Physicians 
•Referring MD Service Phone or Fax 
• Streamlined vehicle for: 
•Requesting appt 
• Viewing records
Integrated Appointment System 
Initial evaluation scheduled 
Auto-notification to clinical department 
Department reviews records, pre-orders additional 
tests/consultations as appropriate 
Orders flagged to expedited scheduling queue 
Itinerary prepared 
• Appointments 
• Preps
Patient Online Services 
• See records and results 
• Manage appointments 
• Handle bills
Time of Service 
Tools & Processes
HFMA’s Best Practices for Patient 
Financial Communication 
Bring consistency, clarity, and transparency to patient financial 
communication 
Help patients understand cost of services, insurance coverage and 
their individual responsibility 
Incorporate compassion, patient advocacy and education in all 
patient discussions 
Maintain a thread of registration, insurance, verification and financial 
counseling discussions 
Resolve issues face-to-face when able
Patient Administrative Liaisons (PALs) 
Facilitate communication between patients and 
Mayo staff 
Receive patient feedback: grievances, complaints, 
compliments and suggestions 
Identify opportunities to recognize excellent service 
and/or improve service 
Serve as neutral facilitators in addressing patient 
issues
Member Experience 
Custom reports on variety of metrics 
• Appointment 
• Billing 
• Providers 
• Facilities 
• Getting around 
• Nursing care 
• Safety 
• Problem resolution etc. 
Communication Materials
Quality Improvement Initiatives 
Clinical team process for Quality Improvement/ 
Drive for Best-in-Class care 
• Feedback processes on outcomes and 
customer service 
• Strategy plan for attaining highest levels of 
care 
• Clear roles and responsibilities to track and 
trend data 
• Create a forum for sharing best practices
LEAN Process Improvement 
Streamline and improve business processes. 
Optimize time and resources to improve 
organizational performance. 
Smooth process flows by performing activities that 
add customer value and eliminating those that don’t.
Post Service 
Tools & Processes
Discharge Planning 
Improved transitions of care 
Involve patient/family in plan of care 
Streamlined placement for patients 
• Blast fax discharge placement 
• Fax orders/discharge summaries to HH agencies
Discharge Phone Calls 
Early identification of symptoms – early intervention 
Ensure patient understanding of care plan 
Phone calls post discharge – recorded 
Review calls for quality 
• Teachback 
• Customer service 
• Complaints
Satisfaction Outcomes 
HCAHPS/Press Ganey 
Staff 
Performance – 
training, quality 
assurance, 
performance 
improvement 
Physician/Family 
Experience
Financial/Operational Outcomes 
Increased POS 
collections by 12% 
Streamlined referral 
process; improved 
appointment scheduling 
time by 4 days
Conclusion 
Patient Experience. 
Begins pre-arrival and 
continues post-discharge; 
begins in Patient Access 
Communication. 
Ensure consistency, clarity, 
and transparency at every 
touch point 
Recording. 
Insight for root cause 
analysis, dispute 
resolution & performance 
improvement 
Quality Assurance. 
Monitor for consistency 
across departments and 
associates; provide 
training where needed

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Bookends of the Patient Experience: Improvement Strategies from Admission to Discharge

  • 1. Bookends of the Patient Experience: Improvement Strategies from Admission to Discharge Yvonne A. Chase Section Head Patient Access and Business Services
  • 2. Learning Objectives • Review opportunities to impact patient experience in revenue cycle areas such as scheduling, registration, financial counseling and case management. • Identify tools and processes to improve patient experience across the continuum of care – pre-service, time of service and post-service. • Consider methods to monitor interactions with patients for a complete picture of the patient’s experience from first encounter to the point of admission to the point of discharge. • Evaluate opportunities to conduct quality assurance and training in staff communication with patients. • Review scores from Press Ganey and HCAHPS to identify opportunities for continual improvement and sustainability.
  • 3. Patient Experience “Star” Committee Central service focused resource that monitors and acts upon service outcome data Provides feedback to leadership Recognizes service excellence Fosters service innovation to support Mayo Clinic goals Creates a forum to share best practices
  • 4. So…What is the Patient Experience?
  • 5. Key Elements Critical to the understanding and application of this definition is a broader explanation of its key elements Interactions The orchestrated touch-points of people, processes, policies, communications, actions, and environment Culture The vision, values, people (at all levels and in all parts of the organization) and community Perceptions What is recognized, understood and remembered by patients and support people. Perceptions vary based on individual experiences such as beliefs, values, cultural background, etc. Continuum of Care Before, during, and after the delivery of care SOURCE: A REPORT ON THE BERYL INSTITUTE BENCHMARKING STUDY, THE STATE OF PATIENT EXPERIENCE IN AMERICAN HOSPITALS 2013: POSITIVE TRENDS AND OPPORTUNITIES FOR THE FUTURE, JASON A. WOLF, PH.D., PRESIDENT
  • 6. A Clear Priority SOURCE: A REPORT ON THE BERYL INSTITUTE BENCHMARKING STUDY, THE STATE OF PATIENT EXPERIENCE IN AMERICAN HOSPITALS 2013: POSITIVE TRENDS AND OPPORTUNITIES FOR THE FUTURE, JASON A. WOLF, PH.D., PRESIDENT
  • 7. Not Just Another Initiative “Experience is not just another initiative you can measure and plan your way through, it requires direct, personal and in-the-moment efforts to achieve the greatest results.” SOURCE: A REPORT ON THE BERYL INSTITUTE BENCHMARKING STUDY, THE STATE OF PATIENT EXPERIENCE IN AMERICAN HOSPITALS 2013: POSITIVE TRENDS AND OPPORTUNITIES FOR THE FUTURE, JASON A. WOLF, PH.D., PRESIDENT
  • 8. How is it Formed? “Comprised of every impression and encounter a patient (or family member) has with your health system. “Whether it's making a phone call for additional information, scheduling an appointment, “or whether your website is easy to navigate, every interaction impacts patient perception.”
  • 9. Revenue Cycle Impact Pre-service communication sets the tone for the entire encounter Post-service communication may be last touch point a patient has with the organization These interactions are about health and money; two of the most emotional subjects we deal with as humans.
  • 10. Pre Service Tools & Processes
  • 11. Setting the Tone • Obtain correct information • Schedule and register patient appropriately • Ensure services are covered and reimbursed Patient experience begins in Patient Access • Staff scripted with opening and closing scripts • Specialized training in customer service First phone call or face-to-face sets the tone
  • 12. Patient Access Touch Points Physician scripts Consents and authorizations Insurance benefits verification Prior authorization Notification of admission Patient out-of-pocket estimate Financial Counseling/Medicaid Eligibility Identify payer sources
  • 13. Patient Expectations Information regarding benefits Prior auth and/or precert completed prior to service Knowledge of costs and out-of-pocket expectations Services are covered by insurance company
  • 14. 10 Most Common Patient Complaints Difficulty scheduling an appointment Long wait times Rude or uncaring staff Lack of coordination of care Poor/ineffective treatment Uncomfortable or unclean environment Billing problems Unprofessional conduct Poor patient-provider communication Unreturned calls
  • 15. Perception & Clinical Satisfaction Satisfied with Billing Experience 93% Satisfied with Clinical 63% Satisfied with Clinical Source: “Study Shows Link between Patient Satisfaction with Billing Experience and Clinical Satisfaction,” Executive Insight, ©2011. Unsatisfied with Billing Experience
  • 16. #1 Issue – Communication Scripting • Timeliness, accuracy of communication • Keeping patients and family members informed Setting Expectations • Time estimates • Patient responsibility • Discharge info
  • 17. Clear, Accurate Communication Call recording Face-to-face communication QA reviews Quality measures, competency reviews Training
  • 18. Voice Recording Authorizations, certifications, referrals Physician calls Scheduling calls Pricing hotline/estimates Patient calls on nurse help-line Calls in Emergency Department Customer service calls In-person encounters
  • 19. Monitoring Monitor quality indicators (wait times, talk times, customer service) Each scheduler listens to percentage of calls on a monthly basis Quality/accuracy goals set for each employee and reviewed each month
  • 20. Quality Assurance Perform consistent, objective QA of communication; quickly pinpoint issues & training needs • Score cards and reports: Track and trend quality scores by team, agent or focus area • Review with staff: Share recordings and reports for training and performance improvement • Performance evaluation: Tie QA scores to employee evaluations, incentives & recognition
  • 21. Quality Assurance – Sample Scorecard
  • 22. Documenting Patient Touchpoints Appointment scheduling • Referring physicians • Patient requests Cost estimation Patient notification Registration Patient administrative liaison encounters
  • 23. Referring Physicians • Provide direct access through: • Online Services for Referring Physicians •Referring MD Service Phone or Fax • Streamlined vehicle for: •Requesting appt • Viewing records
  • 24. Integrated Appointment System Initial evaluation scheduled Auto-notification to clinical department Department reviews records, pre-orders additional tests/consultations as appropriate Orders flagged to expedited scheduling queue Itinerary prepared • Appointments • Preps
  • 25. Patient Online Services • See records and results • Manage appointments • Handle bills
  • 26. Time of Service Tools & Processes
  • 27. HFMA’s Best Practices for Patient Financial Communication Bring consistency, clarity, and transparency to patient financial communication Help patients understand cost of services, insurance coverage and their individual responsibility Incorporate compassion, patient advocacy and education in all patient discussions Maintain a thread of registration, insurance, verification and financial counseling discussions Resolve issues face-to-face when able
  • 28. Patient Administrative Liaisons (PALs) Facilitate communication between patients and Mayo staff Receive patient feedback: grievances, complaints, compliments and suggestions Identify opportunities to recognize excellent service and/or improve service Serve as neutral facilitators in addressing patient issues
  • 29. Member Experience Custom reports on variety of metrics • Appointment • Billing • Providers • Facilities • Getting around • Nursing care • Safety • Problem resolution etc. Communication Materials
  • 30. Quality Improvement Initiatives Clinical team process for Quality Improvement/ Drive for Best-in-Class care • Feedback processes on outcomes and customer service • Strategy plan for attaining highest levels of care • Clear roles and responsibilities to track and trend data • Create a forum for sharing best practices
  • 31. LEAN Process Improvement Streamline and improve business processes. Optimize time and resources to improve organizational performance. Smooth process flows by performing activities that add customer value and eliminating those that don’t.
  • 32. Post Service Tools & Processes
  • 33. Discharge Planning Improved transitions of care Involve patient/family in plan of care Streamlined placement for patients • Blast fax discharge placement • Fax orders/discharge summaries to HH agencies
  • 34. Discharge Phone Calls Early identification of symptoms – early intervention Ensure patient understanding of care plan Phone calls post discharge – recorded Review calls for quality • Teachback • Customer service • Complaints
  • 35. Satisfaction Outcomes HCAHPS/Press Ganey Staff Performance – training, quality assurance, performance improvement Physician/Family Experience
  • 36. Financial/Operational Outcomes Increased POS collections by 12% Streamlined referral process; improved appointment scheduling time by 4 days
  • 37. Conclusion Patient Experience. Begins pre-arrival and continues post-discharge; begins in Patient Access Communication. Ensure consistency, clarity, and transparency at every touch point Recording. Insight for root cause analysis, dispute resolution & performance improvement Quality Assurance. Monitor for consistency across departments and associates; provide training where needed