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How to approach satisfaction measurement in healthcare

How do you measure satisfaction in healthcare without copying retail methods? Patient journey, key moments, channels, review handling and GDPR.

updated on 9 min read

Measuring satisfaction in healthcare is not a matter of replicating methods borrowed from retail. 

What a patient expects is not quite what a customer expects in another sector. Patient satisfaction involves a cognitive judgement — on perceived quality, organisation, competence — but the emotional side of the experience weighs more heavily. 

Where health is at stake, patients may feel anxious or vulnerable. They will be more sensitive to the quality of the human relationship offered by the professional: listening, empathy, clarity of information, and so on.

When it comes to collecting and using data, healthcare professionals are bound by medical confidentiality.

Here is how to build an approach to patient satisfaction that respects the relationship of trust, medical confidentiality and data protection. 

Getting your teams on board with satisfaction

In healthcare, staff do not necessarily have a commercial instinct. They are first and foremost health professionals, recruited for their technical skills. 

There is a real risk, then, that experience and satisfaction simply never become their subject.

Take a hearing care professional — call him François. For François, what matters is that his patient receives the right hearing aid and that it is properly adjusted. He has made sure of it, so he assumes the patient is satisfied. 

In the survey, though, the patient's experience reads slightly differently. She is very satisfied with François's professionalism, but she found the welcome rather cold. 

The example shows that satisfaction in healthcare is multi-criteria. A technically successful service does not automatically mean a satisfied patient. Other parts of the experience — the quality of the welcome, the listening, the advice — weigh heavily on how the visit is remembered.

Measuring satisfaction brings those aspects into the light and mobilises front-line teams around every component of the patient experience. Measuring satisfaction and sharing the feedback with teams makes it possible to identify where to improve, to set objectives, and to build solutions together between head office and local sites.

Choosing the key moments and the items to assess

To obtain satisfaction data that genuinely represent the patient experience — and that you can act on — you first have to identify the moments that matter.

The first step is to map the patient journey. It breaks down into several stages, each of which you can then assess specifically:

  • Before the visit: information and online booking, booking by phone, welcome on the phone or in person, availability of the team

  • Experience on site:
    • Start of the visit: welcome in person, waiting time, how the wait is perceived
    • Listening and advice: understanding of needs, active listening, tailored recommendations — frames, lenses, hearing aids, tests to carry out
    • Purchase experience: clarity of explanations, price transparency, support in choosing, administrative handling such as prescriptions and insurance
    • Handing over the device or the results: explanations on use — glasses, hearing aids, test results — demonstration, care advice

  • Using the product (glasses, contact lenses, hearing aids, and so on)

  • Follow-up after the purchase or the service: availability for adjustments, after-sales handling, follow-up on adaptation such as hearing comfort and settings

You can choose to assess all or part of these stages and items, depending on your objectives and the level of detail you are after. When you work with a satisfaction management platform, your provider helps you adapt the programme to your profession and your context.

As a guide, here are the main items worth including in surveys for healthcare businesses:

Optician Hearing care Private laboratory
Quality of the welcomeQuality of the welcomeWelcome and guidance
Listening and understanding of needsListening and understanding of needsClarity of explanations
Personalised advicePersonalised adviceTurnaround time for results
Choice and availability of productsFitting of the devicesConfidentiality of data
Clarity of explanationsClarity of technical explanationsAccuracy of results
Price transparencyPrice transparencyQuality of care
Delivery timesFollow-up on adaptationComplaint handling
After-sales, adjustments and repairsHandling of discomfort and after-salesFollow-up after the test
Administrative handlingAdministrative handlingAccessibility
Overall in-store experienceOverall experience at the centreOverall experience

Choosing the right channels to collect patient feedback

In healthcare, the choice of feedback channels differs somewhat from what is done in retail.

You are not dealing with consumers buying by choice, but with patients who consult or equip themselves to solve a health problem. Some of them rarely set foot in a store and are not used to being asked for an opinion.

To maximise responses, you therefore need to match the channel to the audience. Sending a short survey within 24 to 48 hours of the visit or the purchase captures a fresh memory and makes the answers more relevant.

Email works for that first contact, when the patient has given you an address. Open rates vary, though, especially among older patients who are less used to it.

SMS is very effective for quick responses, particularly on short surveys. It reaches older people who have a mobile phone even if they do not use the internet regularly. In that case, keep the questionnaire short and go easy on open questions.

For patients who are not digitally equipped, a phone call is also a good way to collect feedback. Some older patients value human contact and would rather talk directly. It is also a good way to personalise the relationship and to answer any dissatisfaction.

Managing how often you ask

In healthcare, how often you solicit feedback is a sensitive matter. 

Some patients — older, or dealing with health problems — rarely visit a store and are not used to being asked for feedback. They can quickly become irritated if you follow up too often.

So the timing has to be right. For a hearing care professional or an optician, you might send a satisfaction survey at D+1 after the appointment, to assess the experience on site, then at D+7 after invoicing, to assess how the product is being used. 

Asking just after the purchase, the delivery or the service maximises how relevant and how fresh the feedback is. You can plan reminders, but keep them measured to avoid over-soliciting.

Make sure — this is a legal obligation — that you explain clearly what the survey is for and how you handle the data.

Analysing feedback and identifying where to improve

Analysing patient feedback is the key step in turning it into an action plan. To handle the volume, you need tools that automate collection, centralisation and analysis.

In a platform such as Wizville, every piece of feedback — from surveys, from online review platforms or from direct contact — is aggregated into a single system. You get an overall view and avoid scattering the information. Built-in analysis tools surface trends and recurring pain points.

You can set up tailored dashboards for each role, from head office to the local site. Each user reaches, in real time, the indicators that concern them directly. 

Members or front-line staff can see the data and the feedback for their own site. Area managers can follow the performance of the sites in their sector, compare against the network average, and spot good practice to share or weak points to strengthen. Head office teams get a consolidated view: they can identify overall trends, steer quality across the group and set strategic priorities.

Making these tools available encourages transparency, and helps everyone take ownership of the results. Each person can see the impact of their own actions on satisfaction, and get involved. 

Shared results then serve as the basis for building action plans together. Analysing feedback surfaces the recurring pain points and helps prioritise. Dashboards measure, over time, how the indicators move after the actions taken — and let you adjust where needed.

Collecting and publishing reviews within the rules

You want to collect customer feedback. With a view to improving your products and services, you have a legitimate interest in gathering feedback from your patients. Under the GDPR, you have grounds to process personal data.

As the data controller, you must nevertheless take measures to limit the use of personal data to what the processing requires — by anonymising the responses you receive, for example.

In healthcare, if you collect sensitive data such as health data, it is still preferable to ask the patient for consent beforehand. 

If you use a provider for your satisfaction surveys, make sure it complies with the GDPR and applies security measures to protect personal data. 

Should you wish to publish reviews, tell the patient in advance. You can also publish anonymised reviews, so that what is said cannot be traced back to an individual.

Handling reviews and winning back dissatisfied patients

Every review, positive or negative, deserves a quick and appropriate answer. A personalised reply shows the patient that their feedback is taken into account, and that the business is genuinely listening.

Adopting a satisfaction management platform makes handling reviews easier. Reviews are centralised; you can set alerts and assign tasks to whoever is responsible for replying. And with Wizville, you can lean on AI-generated replies, which you then personalise. 

Critical reviews should not be read as threats, but as opportunities to improve. Take a constructive stance and try to win back unhappy patients. Depending on the case, an apology, a direct call or a gesture of goodwill may be enough. 

If a patient is unhappy with their hearing aids, for instance, offer to have them come back in for a free adjustment.

Measuring satisfaction in healthcare helps you improve your service and sharpen your competitiveness. It matters, because patients compare providers in this sector far more than they used to.

A customer listening programme helps you assess the moments and the items that count. But you have to stay careful about how the data is handled.

Want to set up a satisfaction management programme? Discover our solutions.

Image source: Canva

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Sébastien Neveu

Sébastien Neveu

Bonjour, Je m'appelle Sébastien Neveu, Head of marketing @ Wizville.

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