Once you have your mission and vision, calibrate your team. There should be a clear understanding among your team regarding what the culture of customer service and the patient experience means in your practice. Benefits to the team include greater harmony and equality, increased ease in the onboarding process, and better communication. The result is that your patients will experience more consistent treatment plans and care, while also building trust in your practice when they hear consistent messages and language, leading to more confident referrals to your practice.
After calibrating customer service and the patient experience, establish clear expectations and protocols that your team can use to carry out your vision and mission. Including your established team’s input in these guidelines contributes to team buy-in—consider a team meeting to outline what customer services mean in your practice. Discuss the “why” behind protocols, so the culture is easily demonstrated to patients and new team members.
Use your perio program as an example of a protocol to establish. What guidelines exist for your hygiene team to implement an effective program that aligns with your culture? Some questions to review are:
- What consistent language will the team use with patients?
- Will the terminology used be gum measurements, perio charting, or probing? How will this procedure be calibrated among clinicians?
- How are findings communicated to the doctor in the exam as part of the treatment planning process?
- How technical will communications be with patients in describing the disease process and planned treatment?
- What criteria will be used for treatment planning for full and localized quadrant therapy?
- What will be the consistent clinical approach during a therapy visit, e.g., ultrasonic, irrigation, home care aides, and instructions?
- How is the treatment fee discussed, and who is responsible for the discussion? What financial arrangements will be included in these discussions?
Protocols about how the practice operates should be part of your handbook for the practice. Consider outlining the new patient experience, periodontal protocols, task priorities, and customer service. Protocols and procedures help guide team-member decision-making and assist in more efficient onboarding.