10 Tips for Increasing Surgical Conversion Rates

1. Have a dedicated patient coordinator. Practices should employ a dedicated and qualified individual who manages all new patient inquiries and makes appointments. The goal is to have this person become the practice’s patient liaison. In this role, the patient coordinator bonds with patients by understanding their specific needs and concerns and by meeting their educational needs prior to the consultation.

2. Follow the three Cs for making appointments. Incorporating a systematic and consistent process for scheduling appointments is a key success factor. It’s more than just making the appointment; it’s a matter of emotionally reassuring the patient that they have chosen the right practice. The coordinator (or another staff member) needs to “capture, credential, and close” patients to earn their appointment.

• The first step is to capture information about the caller by asking a series of questions.
• The second step is to credential the practice, provider, and procedure so the patient can understand the practice’s value proposition.
• Finally, the practice should close the appointment by gathering all appropriate patient demographic information.

3. Send an information packet. Prior to a consultation, the patient coordinator or another employee should send a patient packet by mail or email. The packet should include a letter welcoming the patient to the practice, an explanation of the packet’s contents, a biography and photo of the provider, the patient’s intake paperwork, detailed information about the procedure(s) of interest, and a menu of services.

4. Make a welcome call. The patient coordinator should conduct a welcome call two days prior to the consultation appointment. This call should be viewed as a marketing opportunity. The goal is to create excitement about the appointment and answer any last-minute questions the patient may have.

5. Meet with the patient. To confirm a patient’s interests and identify additional interests or concerns, the patient coordinator should meet with the patient prior to him/her being seen by the physician. Using a cosmetic interest questionnaire can help staff identify other areas of interest. Staff should also use this opportunity to inform patients about visit expectations to help put them at ease.

6. Debrief the physician. The patient coordinator shares all pertinent patient information with the physician prior to the physician meeting with the patient to perform the evaluation. This briefing saves valuable physician time and allows the physician to become familiar with the patient’s needs, concerns, and goals. Patients will experience a sense of comfort when they realize the physician has been briefed on these topics and will be more ready and willing to enter a potentially long-lasting practice-patient relationship.

7. Confirm the quality of the consultation. Following the consultation—but prior to offering fee quotes and discussing remittance options—the patient coordinator should confirm the quality of the consultation with the patient. This methodical and thoughtful discussion can help reassure patients that their needs are of primary concern and cue the patient coordinator when additional credentialing, education, or treatment discussion is warranted. It also puts the patient coordinator in a position to review the fee quote in a manner that will minimize any confusion or misinterpretation.

8. Explain fees and payment options. At this point, patients are usually eager to learn the cost of the desired procedure(s). The patient coordinator should have a computer-generated fee quote prepared for the patient. A breakdown of all the fees should be provided. Some patients may be too embarrassed to ask about payment plans so be prepared to offer and discuss all payment methods, including financing. Doing this makes patients feel more financially comfortable and helps practices increase the number of patients who realistically feel they can afford procedures.

9. Follow up with patients. The patient coordinator should send a post-consultation survey to patients to assess the quality of their practice experience. The survey results can provide practices with valuable insight as to why—or why not—patients select them as their preferred provider. When patients do not schedule an appointment at the time of the consultation, a next-step should be communicated. Typically, the patient’s reason for not moving forward will trigger the follow up. For example, if a patient feels the need to speak with a spouse or family member prior to deciding, that would be the reason for the follow up. A standard follow-up statement might be: “I understand that you need to speak to your spouse. If I called you on Monday, would that give you enough time to have that conversation?”

10. Track your conversion rate. It is important to regularly track the consultation-to-scheduled-surgery conversion rate to accurately measure the overall effectiveness in converting consultations. A mature conversion rate is six months post consultation, so it is advisable to set a percentage goal and measure it regularly to identify areas of improvement relative to the patient experience.