Call Center

Photo by Diana Varisova (wikimedia) [CC BY-SA 3.0 ], via Wikimedia Commons


In recent years, shifts in the healthcare industry have forced healthcare organizations of all sizes to revisit a fundamental question:

Are we treating patients or are we serving customers?

The answer has broad implications for how healthcare customer service is provisioned.


A consumer is “a person who purchases goods and services for personal use.”

A customer is “a person or organization that buys goods or services from a business.”

So, a patient is a consumer who is also a customer. A member is a consumer who also a customer.


Many healthcare providers have learned that people they treat are patients(or members) and customers. Patients expect to be treated as both—which one depends on the type of interaction. A provider interacts with a patient on a care level. A call center agent interacts with a patient on an information and issue resolution level.

Healthcare organizations have been slow to adapt to this shift in patient expectations. The result is often a poor perception of customer service. This, in turn, can lead to abandonment on the part of existing and prospective patients.

Inferior customer service results in over 41 billion dollars in lost revenue for US companies every year. This includes losses for healthcare organizations.

Calling All Call Centers

Whether it’s a team of two or two hundred, almost every healthcare organization has some form of customer or member service call center. This team is the central point for for pre- and post-care customer interactions, including:

  • Help with finding a provider
  • Appointment scheduling
  • General inquiries
  • Billing questions
  • Patient concerns & complaints
  • New patient registration
  • Navigation of care options

In 2014, a study revealed that sixty-eight percent of all customer service interactions were over the phone. While the percentage may have dipped since, it’s still critical to make sure that customer service agents have the tools and training they need to provide the highest level of service possible.

While some call centers get it right, many do not. For years, many healthcare organization leaders have considered their call centers a “cost center”. The call center has been a necessary expense for handling complaints and low-level administrative tasks. As such, many organizations have not invested enough in these centers. This is reflected in the level of customer service.


Shifting The Healthcare Customer Service Paradigm

With the shift in customer and member expectations, managers at healthcare organizations have been adapting their thinking.

Rather than being an unwanted, yet necessary expense, healthcare call centers have become of the best opportunities for increasing patient engagement and improving the patient experience.

In some organizations, the customer service side of the patient relationship is becoming more akin to that of the hospitality industry.

While healthcare providers are primarily dedicated to personal health, a healthcare relationship can’t be achieved when a potential patient never becomes a registered patient.

Taking Advantage Of Technology

One of the ways to revamp a healthcare organization’s customer service capabilities is with new or upgraded call center software.

Because many healthcare organizations have under-invested in their customer service technology over the years, the software programs available to agents are often outdated applications.

Healthcare Call Center Green Screen

Increasingly, healthcare organizations are looking to cloud vendors such Salesforce, which offers a suite of solutions—Health Cloud, Service Cloud, and Live Agent. These capabilities can transform healthcare customer service into a multifaceted department that drives engagement and long-term customer retention.

The exact blend of cloud ingredients will depend on the unique requirements of a healthcare organization. Agents will be able to take advantage of features such as:

  • Comprehensive access to patient demographic data (but not health data)
  • Logging of call notes and recording of email threads
  • An internal Google-like search for providers and other information
  • A live chat option for prospective patients and patients to speak with agents
  • A video “chat with an expert” option

With sufficient internet bandwidth, scalable cloud-based customer service software like Salesforce eliminates the dreaded “I’m sorry, our computers are running slowly today.” IT is no longer directly responsible for software performance.

Committing To Customer Service

A healthcare call center can exist in any size organization. The most important piece of the puzzle is understanding the impact that good customer service can have and committing to it as quickly as possible.

Service teams are the vanguard for new patient inquiries and acquisition. Empowering teams with the tools and knowledge they need will motivate them and will improve an organization’s new patient acquisition rate.

New healthcare call center software will not, on its own, transform a given organization’s customer service operations. But with careful evaluation, planning and implementation, software will help an organization deliver a high-level customer experience.

About Saxa Solutions

Saxa SolutionsSaxa Solutions specializes in consulting services for Salesforce HLS customers. For more information about how to use Salesforce Health Cloud for patient engagement, call 866-960-1309 x1 or book a phone appointment.