Tag Archives: Peter Lyle DeHaan’s Vital Signs

Integrate Call Center Staff

Pursue Agent Cross Training to Produce Better Outcomes and Improve Efficacy

By Peter Lyle DeHaan, Ph.D.

In my article “Integrate Your Call Center” I discussed various integration strategies to pursue. Now I’ll dive into each one of them with more intentionality. First up is to integrate call center staff.

The key requirement to staffing integration is cross training. Cross training will improve efficiency, increase employee skills, and better serve callers. Cross training also moves your operation closer to FCR (first call resolution), which produces both caller-centric benefits and improved operational outcomes.

Here are some ways cross training can take place:

Channel Cross Training

Many people use the phrase call center, and we all understand what it means. A better label, however, is contact center. This reflects that we no longer process just calls, but contacts. These various forms of contact come to us on different communication channels.

The most common communication channel is voice, as in the telephone. It is ubiquitous and will continue to serve a vital role in our contact center.

Text chat emerges as another critical channel with increasing acceptance and use. Many customers persist in texting even when reverting to a phone call would more effectively meet their objective, both in terms of accuracy and timeliness.

Email communication is another channel. Some rely on it completely and expect contact centers to provide that option.

Social media is a fourth channel that is the default for some, even though it’s not always ideal for healthcare scenarios. And there are other possible channels.

The goal of channel-cross training is to have all operators adept at all channels. Though some may specialize, they need to know how all channels work and be able to function efficiently on each one. This allows you to integrate call center staff and have them move between channels as needed, either according to schedule or on demand.

Call Type Cross Training

The second type of cross training relates to call types. For example, an agent who focuses on taking messages, should also be able to schedule an appointment or take a class registration. Or an agent who functions as a receptionist and spends all day transferring calls, also needs training on other features to better meet caller needs.

Without cross training, patients and callers can easily bounce around from one agent to another based on employee specialty and training particularity. With cross training, however, one agent can address whatever need the caller may have. They could take a message for the doctor’s office, register a patient for a class, and cancel an appointment, all before transferring them to a different department—assuming that’s needed.

Call type cross training allows you to integrate call center staff more fully.

Cross Training Pitfalls

Yet not all cross training is wise. So use common sense when you integrate call center staff. Though you don’t want a highly paid nurse taking a message for billing, there’s no harm in them doing so. Yet you don’t want non-medically trained personnel addressing a patient’s questions about a healthcare concern. This is a disservice to the patient, will likely provide misinformation, and could result in a lawsuit.

Therefore, encourage agents to have a patient-first perspective and seek to help callers in every way possible, while at the same time communicating clearly their limitations.

Conclusion

Embarking on an intentional and robust cross training initiative will help you to fully integrate call center staff. The goal is that, within reason, any employee can help any caller on any request through any channel.

When you do this your patients and callers win, your contact center becomes more efficient, and your agents increase their value to your organization.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time. Read more of his articles or his book, Healthcare Call Center Essentials.

Integrate Your Call Center

Facilitate Better Communication and Connectivity Within and Outside Your Operation

By Peter Lyle DeHaan, Ph.D.

With the staffing challenges that most every healthcare call center faces, it’s more critical now than ever to optimize your operation for greater effectiveness and increased efficiency. One way to do this is to integrate your call center.

Let’s consider some ways for enhanced contact center integration.

Integrate Your Staffing

To integrate your call center staffing is essentially a move from specialists to generalists. This means cross training. It includes both cross training on types of contacts (such as give information, transfer calls, take messages, schedule appointments, and so forth) and channels (such as phone, text, email, and social).

Granted, you may have some areas where cross training doesn’t make sense, but these should be rare exceptions and not the norm.

Cross training improves operational efficiency, increases employee skill level, and better serves patients and callers. Cross training also moves your operation closer to FCR (first call resolution), which produces both caller-centric and center-centric results.

Integrate Your Tools

How often do your employees need to rekey information? Ideally the answer is never. Yet reality falls short of this ideal. Not only is re-entering data time consuming, but it’s also error prone. And although a cut-and-paste transfer helps in both areas, it’s not a solution but more of a shortcut.

Related to this in integrating your auto-attendant with your agent screens. Making an agent ask in person for information the caller has already shared electronically wastes agent time and infuriates callers.

The simple solution is to integrate your call center technology and smartly avoid this needless duplication.

Integrate with Your Organization

Next is to integrate your call center operation with other departments or divisions within your organization. Move from an us-versus-them mentality to a holistic we-and-us team approach. Seek proverbial win-win outcomes as opposed to clinging to a win-lose mindset.

This may be the most challenging integration initiative as it requires a shared perspective to reach a mutually beneficial result. Without having a common goal, the altruistic call center manager can fall victim to the me-first mentality of a predatory counterpart.

Integrate with Your Stakeholders

The final consideration is to integrate your call center with your stakeholders. For the inhouse call center, this means a better information flow between you and other departments, such as marketing. For the outsourcing operation, this means a better data exchange between you and your clients.

Also don’t overlook your staff. Seek to better integrate with them and their needs. Look at schedule development and posting, performance reviews, and handling the compensation aspects of their work. This integration is even more critical now in face of a worker shortage. Although your primary stakeholders are those you serve, without your staff, you’d have no chance to serve them.

Conclusion

Pursue integration initiatives to make your call center operation be more effective and a nicer, saner place to work.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time.

Multichannel Contact Center Scheduling

Staff Your Operation with Agents with the Right Stills to Work at the Time They’re Most Needed


By Peter Lyle DeHaan, Ph.D.

You run a multichannel contact center for the healthcare industry and have staffed it with well-trained agents. Some specialize in one specific channel, others can handle related channels, and some are cross trained on all channels. This is a great start. Now comes implementation; now comes multichannel contact center scheduling.

Schedule Channel-Specific Agents First

Start with the channel that receives the most interaction, and schedule agents for that channel. By way of example, let’s assume the majority of your contacts are via the telephone. Schedule telephone agents, across your hours of operation, to take a percentage of those calls.

If they can cover 50 percent of those calls overall, don’t schedule them to cover 100 percent on some shifts and ignore other shifts. Instead populate your schedule so that your telephone-only specialists can cover 50 percent of those calls throughout your hours of operation.

Repeat this for your next highest used channel.

Continue this process for each channel that has enough traffic in any given time slot to call for scheduling a specialist to handle it. As you work through this, you’ll find a particular time-of-day or day-of-week that doesn’t have enough traffic to keep one agent busy. Don’t schedule a specialist for those time slots. Instead move them to an area with enough work to fill their scheduled hours.

Schedule Partially Cross-Trained Agents Next

With your single-channel specialists scheduled, next fold in those who are trained on more than one channel. Let’s assume you have an agent trained to handle both text and email contacts. Place them on the schedule where there will be enough activity from one channel or the other to keep them busy.

Depending on the dynamics of your traffic, they could spend their shift bouncing between the two channels or primarily receiving contacts on one channel or the other. This is to be expected, and they need to be aware it could happen. The key is to not schedule them for shifts where there isn’t enough potential traffic in either of the channels they’re trained to handle.

Schedule Fully Cross Trained Agents Last

Once you have your channel-specific agents and partially cross-trained agents on the schedule, fill the remaining open slots with agents who are fully cross trained to handle any channel. This is the last step of multichannel contact center scheduling.

At minimum you should have one fully cross-trained agent on every shift throughout the day. They’ll serve as your buffer, able to pick up traffic from whatever channel has the greatest need.

Assuming you have enough staff, the fully cross trained agents will smooth out your schedule. They’ll pick up the slack on the channel where they’re most needed.

You can use these fully cross-trained agents in two ways. And their personality may align with one approach or the other.

Although able to take contacts on any channel, some agents will want to start on one channel and focus on those interactions until you move them to another channel—or until some preset condition exists, signaling them to make the switch themselves.

Other fully cross-trained agents are completely comfortable bouncing between channels from one contact to the next. They thrive on the moment-to-moment variability, which ideally positions them to pick up the moment-to-moment traffic changes that occur within any multichannel contact center.

Scheduling Tools

Knowing the philosophy of multichannel contact center scheduling forms the foundational understanding of what to do. Now comes the challenge of making it happen. For smaller operations with minimal channels, you can do this with some degree of proficiency on a spreadsheet.

A better solution, however, is scheduling software. But don’t try to use a single-channel scheduling package. Instead look for a solution that can take historical inputs from multiple channels and allow you to match agents according to the projected need.

Having a full-featured, robust scheduling solution will make the task of multichannel contact center scheduling much easier—once you’ve mastered the foundational staffing strategy.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time. Read more of his articles or his book, Healthcare Call Center Essentials.

Cross Channel Training

Consider the Optimum Strategy for Your Contact Center Staff


By Peter Lyle DeHaan, Ph.D.

At one time healthcare call centers handled calls and nothing else. They had one channel. That was it. Now most call centers handle more than just telephone calls. They’ve become multichannel. Contact center is a better name for them.

Along with phone calls—which is still the predominant channel at many operations—we’re now seeing text chat, web support and assisted browsing, email response, and a multitude of social media platforms to monitor and engage. In addition to these is a possibility of handling two older channels: mail and fax.

Although there may be some overlap, each channel requires a separate set of skills, which means supplying channel-specific training. Do you want to cross train all contact center agents so that any employee can handle any contact, regardless of the channel and when needed? Or do you want specialists that excel in one area? Or is a mixture of both approaches the best strategy for your operation?

Here are some considerations about cross channel training:

Specialists

Contact center specialists, such as telephone agents or text chat representatives, handle communications through one channel and one channel only. Because they specialize in that channel, they excel at it and can serve customers with greater effectiveness, proficiency, and speed. A specialist will be more efficient in their channel than a generalist.

This is ideal for some operations, and its ideal for some agents. These employees relish consistency and find comfort in knowing what they will do at work each day, each week, and each month. For them, they counter the repetition of their work by embracing the unexpected variety from one call to the next or one text to the next.

For agents who like a variety of tasks, specializing in one channel is a horrific prospect. If you don’t offer a way to counter their boredom, they’ll leave as soon as a more suitable job becomes available.

Generalists

Contact center generalists receive instruction on how to handle communication on each channel your operation offers. This means that every employee receives cross channel training. They relish the opportunity to learn and master each channel. They have a flexible mindset and see benefits of enjoying a varied workday.

Having a contact center staffed with generalists provides the most responsive configuration, with any agent able to handle any channel at any time. This is ideal for time-critical communications that don’t tolerate interaction delays, such as the telephone, text chat, and web support. (Having a delayed response with email, social media, mail, and fax isn’t an issue, providing they’re handled in a reasonable time.)

Selective Cross Training

The discussion between contact center specialists and generalists, however, isn’t an exclusive one. You can have a mixture of both. You can even have partial cross channel training where an agent receives training on some channels but not all.

For agents who want to handle the same type of communication, let them specialize. Don’t force them away from something they like into something they don’t want to do by cross channel training them. All that will do is taking a successful agent who happily serves you well in one channel and turning them into a disillusioned employee who seeks a different job.

Other agents, however, will clamor for the opportunity to receive training on and handle every communication channel you offer. And they’ll be the first in line to explore opportunities with new channels.

There’s a middle ground, however, where agents may want to and benefit from receiving cross channel training on specific channels with similar skill sets. One example might be the text chat and email channels, which both need quick and accurate typing skills. But they may shudder at the idea of talking on the phone. Conversely a phone agent may also enjoy text chat, as both have back-and-forth interaction with the contact.

In these cases, let agents select which channels they want to receive training on. Be sure, however, that cross channel training is optional and not expected. Embrace those employees who want to remain one-channel experts.

Cross Channel Implementation

Regardless of the degree of cross channel training in your contact center, there are two implementation strategies for your cross-trained agents.

One possibility is with agents assigned to a particular channel for the day, with the understanding that you may reassign them to another channel as traffic warrants. This switch may be for an hour or two or for the rest of the day. Regardless, staff always begins the day on a scheduled channel.

The other approach is a universal distribution of contacts, with any customer communication going to any agent regardless of the channel. This makes scheduling the easiest and offers the most responsiveness to customers, but it may come at the cost of optimum efficiency.

Conclusion

If your healthcare call center handles other communication channels, or is thinking about it, consider how you want to approach it. You can adopt a specialist mindset, pursue a generalist tactic, or embrace a mixture of the two.

The point is to consider the cross channel training strategy that’s ideal for your operation, your customers, and your staff. Balance their needs to provide the best outcome for all stakeholders.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time. Read more of his articles or his book, Healthcare Call Center Essentials.

Channel Specialization versus Multichannel Proficiency

Effectively Handle Communication Channels in a Medical Contact Center

By Peter Lyle DeHaan, Ph.D.

In the last issue of AnswerStat we looked at the need for multichannel integration in your healthcare contact center to better serve patients and produce superior outcomes. We considered this from a systems standpoint. Now let’s look at multichannel from an agent and operational perspective, specifically channel specialization versus multichannel proficiency.

Author Peter Lyle DeHaan

Ideally you want every agent trained and fully proficient to handle communication on any channel option that comes in, be it voice, text, email, video, social media, and so forth. Some agents relish being proficient on all channels, while others prefer to specialize. A contact center needs both types of agents.

Channel Specialization

An agent that specializes in one channel, for instance telephone calls, will develop a higher level of effectiveness by focusing on that one channel. Through repetition they’ll gain an enhanced level of skill through their specialization.

This will enable them to move from one call to another with greater speed and increased efficacy. In short, they’ll get more done faster.

But they must also be cross trained on other channels. There are two reasons for this.

One is in the event of a telephone call that needs to switch channels, such as to move to video or email to better facilitate effective communication. In this instance you don’t want an agent with a telephone channel specialization handing the call off to a video or email specialist. Instead, you want the original agent to move with the patient or caller to the new channel.

The second reason you want agents cross trained is so they can switch to a different channel if there’s a need to do so. This could occur with an increased amount of traffic in a channel different from the one they specialize in. Without this cross training, you could end up with specialists in one channel sitting idle while specialists in another channel struggle to keep up.

Though you have agents that specialize in one channel and mostly work in that area, they must be ready and willing to jump to another channel when the situation requires it.

Multichannel Proficiency

Other agents would find channel specialization to be quite boring. They relish being proficient on many channels, even on every channel your healthcare contact center handles. They enjoy the variety that comes from interacting with patients on various channels.

These multi-channel agents can handle patient contacts on any channel as needed, whenever needed. This allows them to switch between real-time communication (telephone and video calls) depending on the traffic demands at any moment. Yet at the same time they are equally proficient at processing non-real-time communication (email, text, and social media) as required.

This means they can effectively work in the channel where they’re most needed.

Specialists and Generalists

While channel specialization is good for some agents and multichannel proficiency is ideal for others, this mix of channel focus is also essential for your contact center. Just like with healthcare, a contact center needs both specialists and generalists.

The specialists can concentrate on one channel, reaching a level of effectiveness that a generalist could never achieve. Yet a generalist is effective at quickly and easily migrating from one channel to another.

Though every agent in your contact center should be cross trained to handle any channel, determine which area is the best for each agent, channel specialization or multichannel proficiency. You need both.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time. Read more of his articles or his book, Healthcare Call Center Essentials.

Multi-Channel Integration

Serve Patients Better and Produce Superior Outcomes


By Peter Lyle DeHaan, Ph.D.

Some healthcare call centers only handle telephone calls by design and others do it because that’s what they’ve always done. But most have embraced a contact center mindset, where they’re handling more than telephone calls. This can include email, text messaging, and web chat. They may also incorporate social media monitoring and response.

There is also an opportunity with video. Integrating video communications into the call center has received much theoretical attention for a couple of decades, with proponents predicting it would be only a year or two out. We are, at last, moving from potential to possible.

Over the past two years many people have become more comfortable talking to a camera to communicate with someone far away. Though not everyone embraced this as an acceptable alternative to in-person meetings, they did, however, become more comfortable using it and less resistant to the technology.

This prepares people for the option of video chatting with their healthcare provider, nurse triage operation, or medical call center. These are exciting times for patients and their healthcare call centers.

All these options, however, will inevitably lead to patients using multiple communication channels to accomplish their task, depending on what’s available at the time or what will achieve their goal the fastest.

What could start as a telephone call could switch to video for face-to-face interaction. In the same way, a text message chain could migrate to the telephone or a social media post to email. The only limit to the sequences is our creativity.

Yet regardless of the scenario, one key issue remains paramount. Each channel must integrate with all the others, allowing information to effortlessly pass from one option to another. We must eliminate isolated silos of information that don’t communicate with each other. We need full multi-channel integration.

This usually falls to the platform vendor. If you use a singular system to handle all communication channels, you’re one step closer to making multi-channel integration a reality. Though harder, integration between disparate systems can also occur. It just requires more effort on the part of the respective vendors to pull off.

Here’s what you can do to move things forward to enjoy multi-channel integration.

Educate Staff

Make sure your front-line employees know what they must do to allow for the smoothest information handoff as patients move from one channel to another. If your staff doesn’t do their part correctly, the decree of integration won’t matter.

Test Your System

Make a contact on one channel as a patient would. Then switch channels and see what happens. Is your text messaging exchange accessible by the telephone rep when you switch to voice? Or do you need to start over and re-state the same information?

Test this in each combination of channels possible, regardless of how unlikely it seems to you that anyone would ever make that switch. Know that someone will.

Identify Weaknesses

As you conduct your field test of switching channels, look for three things. Identify what works well, what somewhat works, and what doesn’t work at all. Celebrate the areas of success, seek ways to shore up the areas that have limitations, and note what doesn’t work at all.

Encourage Your Vendor

Armed with this information, approach your vendor, not in a confrontational manner, but with a positive, let’s-work-together attitude to move toward full multi-channel integration.

Conclusion

Multi-channel integration is what your patients expect. It’s what they deserve. Start now to move toward this outcome.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time.

Provide Multi-Channel Access

Be Sure You Deliver the Options Today’s Consumers Expect

Author Peter Lyle DeHaan

By Peter Lyle DeHaan, Ph.D.

For years we’ve talked about the need for healthcare call centers to become contact centers. This name realignment shifts our attention from telephone calls to embrace other forms of contact as well. This is a multi-channel mindset, and we provide multi-channel access to deliver the contact options that today’s consumers expect, which we must do if we’re to remain viable. 

Some people call this omnichannel, which implies all channels, while multi-channel more realistically looks at many channels. We’ll not debate which name is more appropriate. Instead, we’ll focus on the concept of moving beyond the telephone. 

Here are some multi-channel access points to consider.

Telephone

The telephone remains key for most people in most industries. In our push for multichannel access, let’s not forget the telephone as it will continue to be the foundation for what we do. The telephone has been around for a long time, longer than any of us. 

The first healthcare call centers started nearly a century ago in the form of medical answering services, often called doctors exchanges. The telephone is proven, ubiquitous, and dependable. It’s not new or exciting, but it is stable. 

And most consumers expect you to answer their telephone calls.

Email

Email has been around for several decades. It’s no longer novel, with naysayers long claiming that email is dead. It’s not. It’s very much alive. When you consider growing your call center beyond the telephone, the first multi-channel access option to consider should be email.

Email integrates smartly into call center activity. Unlike the telephone, where callers expect a timely answer with minimal delay, their expectation with email is less demanding. This doesn’t mean you can sit on a pending email message for days and should aim for a same-day response, but most people accept a reasonable delay as normal. This provides the opportunity to set email aside when call traffic is high and to process email messages during slow times.

Email agents should be able to read and absorb typed information quickly. They should also be able to type fast and accurately, without the need for editing.

Text Chat

A third multi-channel access option to consider is text chat. This common, and increasingly popular, communication option is how many people communicate with their family and friends. It’s no wonder that they expect businesses—including the healthcare industry—to embrace it too. 

Text chat agents, like email agents, must be able to quickly process typed messages and respond with accuracy. Unlike email, however, texting carries with it the expectation of minimal delay. In comparing chat with telephone calls, where multitasking doesn’t work, experienced chat agents can effectively handle multiple simultaneous chat sessions.

Social Media

Next consider social media. If patients try to contact you on social media, be prepared to respond. If you ignore them or take too long, they’ll be sure to vent their frustration to everyone on their platform of choice.

Social media agents need many of the same skills as email and chat agents. In addition, they must understand and be comfortable using each of the social media platforms that people could use to contact you.

Other Channels

This list is a great start, but it’s not conclusive. If people want to contact you by mail or fax, be ready to handle those interactions. Also watch for emerging communication technologies so you can prepare for them before your patients ask.

Multi-Channel Access Conclusion

If your call center is already providing multi-channel access, that’s great. Look for ways to make your channel offerings more effective. 

And if your call center focuses exclusively on the phone, explore how you can move decisively and methodically forward to offer multi-channel access to your patients and customers.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time.

Sticky Customer Service

With Increased Competition and More Patient Options, Providing Excellent Customer Service Is More Important Than Ever

Author Peter Lyle DeHaan

By Peter Lyle DeHaan, Ph.D.

I’ve covered various aspects of the call center industry, focusing here on healthcare contact centers, for the past 20 years. A persistent and reoccurring theme throughout this time has been customer service. This, I’m confident, will continue to be an essential focus for our industry going forward. 

Every telephone interaction we handle is a form of customer service in one way or another. Though I delight in sharing those customer service interactions that went extremely well, too often I find myself detailing customer service failures. During the past two decades, I’ve written hundreds of articles that address this critical topic of customer service.

Now, I’ve compiled the best of these articles, along with fresh content, in my book Sticky Customer Service. Just as with my articles, Sticky Customer Service celebrates customer service successes and explores customer service disappointments. We can learn from both. While the customer service wins give us something to cheer about, it’s the customer service failures that provide us with ample learning opportunities. May we learn much from these episodes that we can apply to make our content centers even better.

Though many of our customer service opportunities occur over the telephone, other interactions take place in person, while a growing number happen online. Each of these three areas are most relevant for the healthcare industry. And each of these connection points interconnect, with one channel often migrating to another. 

Sticky Customer Service: Stop Churning Customers and Start Growing Your Business

In Sticky Customer Service, uncover helpful customer service tips through this compelling read, encouraging your operation to do better and celebrating what you do best. Learn how to meet your patients’ (that is, your customers’) expectations every chance you get.

Sticky Customer Service is available in e-book, paperback, and hardcover.

Sticky Customer Service is the first book in the Sticky series. Upcoming titles include Sticky Leadership, Sticky Sales and Marketing, and Sticky Living.

Get Sticky Customer Service and turn customer service and patient retention into a core strength for your healthcare organization.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time. Read more of his articles or his book, Healthcare Call Center Essentials.

Remember to be Thankful

In The Middle of Struggles, Turmoil, and Difficulties, Pause to Celebrate the Positive

Author Peter Lyle DeHaan

By Peter Lyle DeHaan, Ph.D.

The United States and a few other countries will celebrate Thanksgiving in November. Canada and some other nations do so in October.

Regardless of when you celebrate Thanksgiving—or even if it’s not a holiday where you live—take a moment to remember and give thanks for the positive elements in your life.

With all that’s happened in the past couple years it’s easy to focus on the negative, which can pull us down with discouragement and overwhelm us with despair. Yet there are positive things happening as well. We just need to acknowledge them and embrace them.

Here are some things to be thankful for.

Be Thankful for Health

I take my health for granted—until I get sick. Then I’m reminded to appreciate the rest of the time when I am healthy, which is most every day.

Even though few people have zero health concerns, with our health status existing on a continuum, let’s be thankful for the positive aspects and not wallow in the negative.

Be Thankful for Work

I doubt any job is 100 percent perfect, but having a job in the first place—when many don’t—is a huge reason to be thankful. Our jobs allow us to earn a living to support ourselves and our family.

Without them we would have to rely on the generosity of others or the support of government. The next time when your work hasn’t gone so well—and it will happen—wrap up the day by giving thanks that you have a job.

Be Thankful for Family

In the past two years, I‘ve spent more time with family then in the past and have appreciated them more fully. Though we can choose our friends, we can’t choose our family. They’re ours for life.

May we celebrate each familial relationship for the good parts of it and be able to overlook the rest.

Be Thankful for Friends

True friendships don’t occur easily for most people. We have acquaintances, coworkers, and neighbors, but that doesn’t necessarily make them friends. But celebrate the friendships we do have for how they enhance our life. We should never take them for granted.

And if you’re a bit short in the friend department, remember that to find a friend, you need to first be a friend.

Be Thankful for Opportunity 

If you find it difficult to be thankful in one of the above areas—health, work, family, or friends—because you don’t see it as part of your life or are experiencing a shortfall, be encouraged. This is because the future provides an opportunity to change your present situation. 

Starting today you can work to improve your health, make your job more meaningful or find a different one, embrace your family, and grow your friendships. But to make the most of this opportunity, you must first seize it. And that opportunity is another thing to be thankful for.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time. Read more of his articles or his book, Healthcare Call Center Essentials.

Send Your Call Center Back to School

Now Is an Ideal Time to Enhance the Skill Level of Your Telephone Staff 

By Peter Lyle DeHaan, Ph.D.

Author Peter Lyle DeHaan

We live in interesting times, to say the least. Too often the healthcare call center industry spends much time focusing on the crisis of today that it squashes all thought about planning for tomorrow. Once we slip into crisis mode out of necessity, it’s too easy to stay there out of habit—even if there is no longer any justification for it.

We may stand at that juncture now. This means it’s time to balance our work for today with taking initiative to prepare for the future. If we don’t, we won’t make forward progress; we’ll merely survive. Though survival is necessary, we need more if we hope to find success and enjoy fulfillment. I’m talking about ourselves, our staff, and our organization.

One aspect of future preparation is education. This can be formal or informal, structured or ad hoc, and mandated or self-determined. Though the application relates to everyone in the call center from new hire to director, let’s—by way of example—consider this for your telephone representatives. I’ll leave it to you to extend this throughout all staff in your operation.

Refresher Training

When we think of our call center staff going back to school, consider refresher training for the first initiative. It never hurts to revisit the basics. Though it may feel as though our existing staff has moved beyond this elementary teaching, the basics can atrophy over time. 

Agents will forget some of this instruction. Or maybe they never fully grasped other skills to begin with, even though they seem to be doing well in their jobs overall. The problem is the specifics of what teaching to refresh varies from one person to another. Therefore, it’s good to review everything.

Yes, I already hear your staff complaining. But this refresher initiative doesn’t—and shouldn’t—take as long as the first iteration. It should go much faster. Perhaps you can condense a day’s worth of training into an hour—or even less. The important thing is to make sure these basic skills don’t slip away over time.

Application Instruction

A second option for going back to school is to look at application instruction. When new software or an app enters your call center, agents need to receive instruction to know how to use it. Too often the urgency of the moment cuts this training short; it’s sometimes even omitted. This forces your phone representatives to figure it out on the fly. Though this may seem pragmatic or feel necessary, on-the-job-training frustrates employees who want to provide excellent service, and it’s disrespectful to callers who expect to receive it.

Go back and provide complete training on new software applications, as well as for major updates. Everyone will appreciate receiving this much-needed instruction.

Skill Enhancement

After reviewing the basics and mastering call center software apps, we can go back to school to enhance our skills. Your telephone staff receives initial onboarding training when they’re hired. 

As they go about their daily work, they apply that training and build upon it to increase their skill level. But this isn’t enough to ensure excellence, let alone produce successful outcomes. Your seasoned staff is ready for more. They need more. And you can provide it for them by teaching advanced call center service techniques. 

This may relate to customer service skills, problem resolution techniques, or de-escalating angry callers. It could also cover the seldom-used but much-appreciated advanced options available on your software platforms and databases. Staff won’t use these skills often, but when the situation arises possessing the knowledge of these advanced techniques can make the difference between an unsuccessful interaction and a positive outcome.

Conclusion

As students everywhere return to the classroom this fall, do the same thing for your call center staff: send them back to school. Providing refresher training, application instruction, and skill enhancement will help them do their jobs with greater efficiency and produce higher quality outcomes. 

Don’t let another year go by without giving your staff this much-needed support. The result will be happier employees and better served customers—in addition to a more effective call center operation.

Peter Lyle DeHaan, PhD, is the publisher and editor-in-chief of AnswerStat. He’s a passionate wordsmith whose goal is to change the world one word at a time. Read more of his articles or his book, Healthcare Call Center Essentials.