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Another Customer Service Training Article from Ron Kaufman

In Your Best Interest - Customer Service Training Article by Ron KaufmanIn Your Best Interest

A diversified medical group suffered from a common procedure that frustrated patients, doctors and laboratory technicians every day.

First, doctors sent their patients to the laboratory for tests. After the tests, patients asked the laboratory technicians for results.

When technicians shared the test results, patients often got upset. When patients got upset, doctors got upset. Doctors preferred to explain test results to their patients personally and offer next steps for treatment.

But if technicians did not give patients their test results immediately, patients complained that information was being withheld and claimed the laboratory technicians were unhelpful.

The situation was clearly lose-lose-lose: patients, doctors and laboratory technicians – everyone got upset.

(Does this ever happen in your organization? Do your customers ever become frustrated, angry or confused? Do your staff get upset when your customers are upset? Does your brand image suffer, too? Are there ‘lose-lose-lose’ situations lurking in your business?)

The medical group asked me for help. I diagnosed the situation as a case of ‘unmanaged customer expectations’. If you were a patient, wouldn’t you want to know your test results right away?

If you were a doctor, wouldn’t you be upset if your patient knew the results before you did? If you were a technician, wouldn’t you feel caught in the middle?

We solved this problem with a simple but powerful system called ‘In Your Best Interest’.

When doctors order lab tests, they use a printed checklist to indicate which procedures are required. At the top of the checklist, in bold letters, is now printed this statement:

‘IN YOUR BEST INTEREST, all laboratory results will be sent to your doctor who will explain them to you personally and discuss the most appropriate treatment.’

Many doctors now read this statement to their patients. Many patients read the statement themselves. Most patients understand the message, but many are so nervous about their upcoming tests, they don’t pay attention.

In the waiting room of the laboratory, a large poster now hangs on the wall. In bold letters the poster reads:

‘IN YOUR BEST INTEREST, all laboratory results will be sent to your doctor who will explain them to you personally and discuss the most appropriate treatment.’

All patients can see the sign, and many understand the message. But some are so anxious about their upcoming tests, they still don’t pay attention.

After the tests are done, a small percentage of patients still ask laboratory technicians for an immediate explanation of the results. For those few, the lab technicians have been trained to say one simple sentence in a compassionate and caring manner:

‘IN YOUR BEST INTEREST, all laboratory results will be sent to your doctor who will explain them to you personally and discuss the most appropriate treatment.’

By this time, everyone pays attention. Patients wait to see their doctors. Doctors can fully inform their patients. And laboratory technicians can do their job compassionately without getting caught in the middle.

That’s a ‘win-win-win’ for everyone.

Key Learning Point
Customers may become confused or frustrated by your policies and procedures. This is especially common in large organizations. But it’s not productive to blame your customers or your colleagues – that only makes things worse.

What is effective is to resolve the situation permanently by improving the clarity and consistency of your communications.


Action Steps
Find a point of friction where your customers or colleagues get upset. Choose a tension point that has persisted for many months. Do people complain about your applications and procedures? Are your policies hard to understand? Is your guarantee confusing? Have your systems grown slowly out-of-date?

There may be good reasons why your policies and procedures were created. But the explanation may be missing today or the reason may no longer apply. In either case, you can improve the situation dramatically by enhancing your communications, streamlining the procedure or changing the policy itself.

It makes good sense to fix whatever you can, whenever you can. After all, ‘win-win-win’ is also in your best interest.


Next Article in Customer Service Education >>
A Well-Informed Customer is a Better Customer

First Article in Customer Service Guarantees >>
Are You Pulling in the Same Direction?


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Copyright, Ron Kaufman. Used with permission.
Ron Kaufman is an internationally acclaimed customer service training educator for quality service. He is author of the bestselling series "UP Your Service!" and founder of "UP Your Service College". To enjoy more customer service training articles, visit www.RonKaufman.com and www.UpYourService.com

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