Get your team on track communicating with clients
and improve customersatisfaction
In my years as a manager of more than 100 clinical
engineers and as a clinical engineering consultant to dozens of hospitals
nationwide, I have noted that the overwhelming majority of customer
complaints can be traced back to one thing: the technician’s
failure to regularly communicate the status or outcome of a repair to
the equipment users.
I have seen brilliant clinical engineers perform the
most complex of repairs only to be shot down by an angry department manager
who thought the repair took too long or cost too much. The engineer knows
that the repair was completed as quickly as humanly possible and that parts
are expensive, so how can the equipment user (the customer) think
otherwise? I contend it is the clinical engineer’s failure to
communicate with the customer on an ongoing basis during the repair
process that usually leads to poor customer satisfaction.
Whether a hospital, a manufacturer, or an
independent service organization employs you, the equipment end-users
are your customers. Clinical engineering is a service industry, and when
your product is a service, the customer’s perception of that
service—not reality—is what dictates whether you have good or
bad customer satisfaction. The customer’s perception is based on
the information they have. If the technician is not communicating any
information to the customer, the customer will have no qualms with filling
in the blanks on their own.
Suffice it to say, there are a variety of communication
methods and tools, including communicating in person, via voice mail,
e-mail, work orders sent or accessed electronically, paper service tickets,
or placing repair tags on the equipment. I suggest creating a standardized
approach for every customer, such as e-mailing a copy of the
open work order to let the customer know the
status of the repair, and then following up continuously with a method that works best for that customer, whether it
be in person or by e-mailing updates.
There are a number of commonly held myths regarding the
need for communication that lead to poor customer satisfaction in our
industry:
Myth 1
The customer will intuitively know you are working hard
to complete the repair as quickly as possible.
Reality: The customer has
no idea what you are doing unless you let them know. I suggest putting
yourself in the customer’s shoes. We have all taken a car to the
mechanic for what we thought would be routine maintenance. The mechanic
says it will take less than an hour, so we opt to sit in the waiting room.
For every minute that goes past that hour wait, your anger level increases.
When nobody bothers to advise you how much longer it will take, you become
livid, because you intuitively know they must have no idea what they are
doing and that it is going to cost you a fortune.
It is really no different for the clinical equipment
end-users. Like your car, that equipment is necessary for them to perform
their jobs. The longer they have to wait to use it again, the more anxious
they become. If you tell them the repair will be completed by a certain
time and then find out it will take longer, it is simple common courtesy to
immediately let them know of the new time frame, why it is taking longer,
and what you are doing to expedite it.
Myth 2
If you sense a customer does not like you, it is best
to stay clear of them.
Reality: Anyone who
has been in clinical engineering for more than a few months has run across
the “problem customer.” Most clinical engineers have at least
one. It’s the charge nurse, surgery manager, or radiology director
who seems to have a personal vendetta against you. No matter what you do,
they are not happy. Your reaction to this hostility is natural: You try to
avoid any contact or communication with this person. That tactic, however,
will eventually lead to your downfall.
If you find yourself in this situation, you must still
communicate with the customer, but not necessarily in person. Written
communication, whether it is via e-mail, a work order, etc, is often more
effective than verbal communication. Personality conflicts are not uncommon
among clinical engineers and their customers, but the two of you still need
to work together. You must always keep communication at a professional
level, regardless of what you might really want to say. If your problem
customer is one of those people who seems to always
“forget” you gave them an update and what was said, I tell
my technicians to send their updates via e-mail and keep a copy of
everything. You never know when you may need to resend it to jog their
memory.
Myth 3
If you communicate the status or result of a repair to
a staff member in the department, you can count on that person to relay the
information to everyone who needs to know.
Reality: Another
common situation is when a clinical engineer tells a nurse about the status
of the repair and assumes that the nurse will take time out of his/her busy
schedule to inform each and every person who is waiting for that equipment
to be fixed—it never happens. You need to make sure the end-user(s)
and the department head are informed, which may require you to send
multiple communications.
Myth 4
A customer does not want to hear from you regarding the
status of the repair if you do not have any new information to share with
them.
Reality: Even if you
have nothing new to report, a short update that lets your customer know
that you are still working on the problem will let them know you have not
forgotten about them and that you are still trying to resolve the problem
as quickly as possible. No news is never good news when it comes to waiting
for a repair to be completed on a critical device.
Myth 5
A customer does not need to know why a device
malfunctioned or what you did to fix it.
Reality: I am amazed
sometimes at how many clinical engineers think it is OK just to repair a
device and return it to service with no explanation as to why it went out
of service and what had to be done to fix it. Using the previous car
scenario, how would you feel if the mechanic came out 3 hours later and
just said, “Here’s your bill”? Wouldn’t you want to
know what was wrong with the car, why it took so long to fix it, and what
parts they replaced?
Myth 6
If you let a customer know the status of their repair
once, that should be enough.
Reality: Depending on
how critical the device is to patient care, you may need to provide
repair-status updates daily or even hourly. It is better to overcommunicate
than to not communicate enough. The end-user needs to make clinical
decisions based on the availability of that equipment, such as if patients
and procedures need to be rescheduled, if loaner equipment needs to be
brought in, etc.
Myth 7
If you are going “above and beyond the call of
duty” for your customers, they will know it.
Reality: Unfortunately,
this is not true. You do things every day behind the scenes your customers
never see and will never know about unless you tell them. Whether it is
finding them a less expensive or hard-to-find part, or keeping a
20-year-old device running when its life expectancy is only 10 years,
don’t be shy about letting them know you provided them with great
service. It goes a long way in gaining forgiveness for the unavoidable
times when a repair is not completed to their total satisfaction.
Obviously, the previous suggestions are all
generalities. How often you communicate and how you communicate depends on
how critical the device is to patient care, how your customers prefer to
get their information, and what the customer’s communication comfort
level is. Some people want continuous updates and others just want to know
when the repair will be completed. Do not assume what works well for
one customer works for everyone. Like the clinical equipment we maintain,
each customer has his/her little quirks.
Is all of this sounding like a lot of work? If you
create a communication process for your shop, it doesn’t have to be a lot of work. I contend that continuously communicating the status and outcome of a repair is part of the
clinical engineer’s job responsibilities—and your customers
agree with me.
Heidi Horn is vice president of clinical engineering
service, SSM Health Care, St Louis. For more information, contact us at
24x7Editor@ascendmedia.com
Creating a Communication Plan
As clinical engineers, it is all well and good to say
that we need to communicate to our customers all the time. But unless you
develop a standardized process and make it part of your policies and
procedures manual, it will never happen.
Any standardized processes you come up with should
enhance and not replace your ongoing “in-person” updates to
your customers. There is no communication process out there more effective
than talking to the customer face-to-face to answer their questions right
then and there.
Here are just a few of the many options to start you
thinking about standardized communication procedures that will work best in
your facility. Try them out on a few customers and find out which methods
they like. When you find out what works best, create a procedure your
technicians can use, put it in your policy, and make sure the policy is
followed. I guarantee your customer-satisfaction scores will improve.
• Many new clinical equipment maintenance
database programs now have the option to automatically e-mail your
customers the work order when it is opened and/or when it is closed. This
accomplishes two things: It tells the customer their service request has
been received and who is assigned to the work order. When they receive the
closed work order, they should be able to see the date it was completed,
what was wrong with the device, what was done to fix it, how many hours
were spent on the repair, and the cost of parts used in the repair. This
gives the customer needed information and requires no additional time spent
on the technician’s part. If your database has this ability, part of
your policy needs to be that the technicians must close the work order
immediately upon completion of the repair. Otherwise, the customer might
not receive the update for weeks, defeating the whole purpose.
• If your database cannot send an e-mail
automatically, you can still use the e-mail
system. I like e-mail because you have a record of the sent message, and
you can easily send the same message to multiple people. Create a standard
letter for your technicians to use when they have completed a repair. Have
them copy it and put it into their “drafts” mailbox on their
e-mail. When the repair is complete, the technician simply copies the
letter, fills in the pertinent information or attaches the work order
electronically, and e-mails it to the customer.
• Attaching tags to the equipment when it is
returned is also very effective. We use one that is bright green that
reads, “Thank You. The following maintenance was performed on this
equipment, and it’s being returned in full working order.” Then
there is a space to write what maintenance was performed and a work order
number they can reference if they have more questions. Our customers like
this method because they can immediately associate the device with the
repair outcome.
• Giving your customers “read-only” access to your database allows customers to check on the status of the
repair at any time from their own computer. This is a great communication
tool if used properly, but you need to make sure you have proper procedures
set up first. First, you must make sure the customers can only view the
data and cannot make changes to it. They also need to be trained on how to
access the information and look up work orders in their department. Your
technicians need to understand that customers will be going into the
database to look for updates on their repair, so there need to be updates
to look at. And finally, be sure your technicians do not enter anything
into the database they would not want their customers to see.
• Calling the customer each time a significant
repair is completed is very effective. If you cannot reach them in person,
leave a voice mail. Again, write a short script for the technicians to use
so that the process is standardized. For example, “This is
________________ from clinical engineering. I have finished repairing the
(manufacturer, model, tag #) and returned it to (name of person in
department). The problem was ____________ and I did ___________ to fix it.
If you have any questions, please call me at extension _________.”
• Many department managers do not want to know
about each individual repair as it is completed. Rather, they want a
summary report that lists all the maintenance performed in their department
over a given period of time. Again, many maintenance databases can run and
e-mail these reports automatically. If yours cannot, you should make it
part of your month-end duties to send these reports to the department
heads. They really will appreciate it, and it lets them see how much
clinical engineering has helped them. —HH