Understanding Healthcare CX

Understanding Healthcare CX

Up to 70% of patients now prefer to self-schedule, and over 40% of patients search for services after business hours. These figures simply show that tech-based engagement is fast becoming the norm.

With AI, automation, and telemedicine steadily gaining traction, healthcare is transforming. And this shift presents a real opportunity for healthcare organizations to offer tech-driven solutions that make the patient journey more efficient, personalized, and connected.

Healthcare Customer Experience (CX): Key Terms to Understand 

You don’t have to be a healthcare expert to succeed as a healthcare CX partner, but knowing essential terminology demonstrates that you understand what matters to your clients—and that can make a huge difference.

Patient Journey

The patient journey refers to the entire experience a patient goes through when interacting with healthcare providers. It begins when the patient first seeks care, such as scheduling an appointment or researching symptoms, and continues through their diagnosis, treatment, and post-care follow-up. 

The journey includes every touchpoint, like check-ins, consultations, treatments, billing, and follow-up care.

Healthcare CX solutions play a vital role in enhancing each stage of this journey, helping to create smoother, more personalized experiences. Here are some examples:

Pre-visit

  • Appointment scheduling through online portals or self-scheduling options like mobile apps, AI chatbots, or third-party scheduling tools makes it easier for patients to find convenient times.
  • Automated appointment reminders via text or email reduce no-shows and keep patients engaged even before their visit.

During the visit

  • Check-in solutions like digital kiosks or mobile apps can make visits more efficient for both patients and staff.
  • Patient portals allow for easy access to medical records and other important patient information.

Post-visit

  • Automated surveys and feedback requests can allow healthcare providers to quickly respond to concerns. 
  • A patient engagement platform can seamlessly provide post-visit communication like prescription reminders and care instructions.
  • Telehealth options like virtual appointments can enable follow-up care without the patient coming in for visits.

Ongoing care

  • For patients dealing with chronic conditions or long-term treatments, regular updates, medication reminders, and health tips—delivered through apps or email—can help them stay on top of their care. Plus, constant communication with their healthcare provider can make them feel more supported throughout their healthcare journey.

HIPAA Compliance

Healthcare providers must follow the rules set by the Health Insurance Portability and Accountability Act (HIPAA), so any CX solution you offer needs to protect patient data, whether it’s being transmitted or stored.

A critical issue that often flies under the radar is that SMS communication can be a gray area for HIPAA compliance. While it’s a convenient channel of communication, there’s always the risk of privacy issues—patients may not be the only ones reading the messages.

Providing secure alternatives can help ensure your healthcare clients are always on the right side of the law. Here are some examples:

  • Messaging apps like TigerConnect and OhMD
  • Patient portals like Epic’s MyChart
  • Telehealth platforms like Zoom for Healthcare and Doxy.me
  • Encrypted email services like Virtru and Paubox

EHR Integration

Electronic Health Records (EHR) integration involves connecting different systems, like CX platforms or telehealth services, with the healthcare provider’s EHR system. This allows patient information—like medical history, medications, and treatment plans—to be accessed and shared across various tools in real time, simplifying communication and care delivery across the patient journey. 

For example, with EHR integration, when a patient schedules an appointment through a telehealth platform, their medical history, medications, and recent lab results are automatically available to the provider. This seamless connection between systems allows the provider to deliver more informed, personalized care without needing to manually access multiple databases. 

The result? Improved patient experience while also lightening administrative load, making day-to-day operations run more smoothly.

2024 Healthcare CX Trends: What Shaped the Patient Experience This Year

As healthcare continues to evolve, several key trends are shaping the future of CX, and aligning your offerings with these trends means staying ahead of the curve. When you provide more relevant and innovative solutions, you enhance your value to both existing and prospective healthcare clients.

Here’s what’s hot in healthcare for 2024:

AI and Machine Learning in Healthcare

AI is taking over routine tasks like scheduling appointments and even diagnosing medical conditions. One of the most impressive uses of AI currently is AI-powered image detection, where AI can analyze mammograms and spot early signs of breast cancer with remarkable accuracy. 

Predictive analytics is another, where AI analyzes vast amounts of data to predict potential health issues before they become critical. And of course, there are AI-driven virtual assistants that can provide 24/7 support.

Telemedicine and Virtual Healthcare

Telemedicine took off during the pandemic, and it’s not going anywhere. Patients appreciate the convenience of virtual visits, while healthcare providers benefit from seeing more patients in less time. 

Also, telemedicine reduces the hassle of travel—and hence, no-shows—making it easier for providers to manage appointments and follow-up care.

Contact Center Solutions for Small Healthcare Practices

Not every healthcare provider needs a full-scale contact center. Many smaller practices are turning to “contact center lite” solutions that provide essential features like call routing and automated reminders—but without the complexity.

This presents an excellent opportunity for sales partners to cross-sell. Many smaller clients may not even realize they need these features until you demonstrate how these tools can streamline their operations and improve efficiency.

Automation

Automation is becoming increasingly important in healthcare. By automating tasks like scheduling, billing reminders, and follow-up care, healthcare providers can deliver timely information to clients while reducing the burden on staff. 

Healthcare CX Integration

Automation is only part of the equation. Healthcare providers also need systems that work seamlessly together to avoid the frustration of disconnected tools and platforms. 

Offering CX solutions that integrate smoothly with existing EHR systems improves workflow efficiency and minimizes stress for everyone involved.

Personalized Patient Interactions

Today’s patients expect more personalized communication, whether it’s an appointment reminder, a follow-up message, or health tips tailored to their needs. 

AI-powered CX solutions enable healthcare providers to tailor experiences, boost patient satisfaction, and enhance quality of care.

Self-Service Solutions

In addition to personalized communication, patients want more control over their healthcare. Self-service options, such as online portals for booking appointments or requesting prescription refills, empower patients to manage their care independently while providing the convenience they expect.

Taking Action: How to Drive Results with Healthcare CX

According to Intelisys sales partner Kevin Johnson of Symplicity Communications, sales partners can expand their offerings by building on existing client relationships. 

For example, if you’ve helped a healthcare client set up their tech stack, why not suggest telemedicine solutions or upgrades to their security features to ensure HIPAA compliance?

Identifying “low-hanging fruits” is another effective strategy. Many healthcare providers are still stuck with outdated on-premise systems. Offering cloud-based alternatives allows you to help them stay current and relevant, positioning you as a trusted advisor.

Ready to help your clients get the most out of healthcare CX solutions? To recap, here’s how to make an impact:

  • Introduce automation and AI solutions: Automation can streamline scheduling, billing, and diagnostics, reducing staff workload and improving care. AI in diagnostics is transforming early diagnosis through enhanced data analysis, resulting in a more tailored experience, faster treatment, and better outcomes.
  • Focus on HIPAA-compliant communication tools: Secure messaging platforms that meet HIPAA standards protect patient data, build trust, and prevent costly compliance issues, ensuring patient privacy is maintained.
  • Look for cross-selling opportunities: Tools like telemedicine and “contact center lite” improve patient access and streamline workflows, helping healthcare providers boost satisfaction and prepare for future growth.

Healthcare CX is always changing, so staying current on the latest trends and tech is essential. To learn more about how to effectively sell, head over to Intelisys University. It’s packed with tips on cross-selling, entry point questions, and strategies for success.

CX in Healthcare Campaign Kit:

Ken Mills

President

Ken Mills serves as President of Intelisys and is committed to driving growth for Intelisys and our partners. As a distinguished technology executive with over two decades of experience, Ken has previously held leadership roles at EPIC iO, Dell Technologies and Cisco, and served as a fellow with the U.S. Department of State. His strategic mindset has been an integral part of launching innovative products and solutions in the fields of AI, IoT, and 5G. Ken is driven by his curiosity and passion for groundbreaking technology and complex problems, and constantly explores new frontiers in the world of technology.

Monica Lutes

Manager, People & Culture, ScanSource, Inc. and Intelisys

As Manager, People & Culture, Monica has worked closely with Intelisys employees and leaders since 2018 and has worked with ScanSource companies since 2016. A Human Resources professional with 11 years of experience encompassing all areas of HR, especially employee relations, recruiting, compliance, and training, Monica approaches her role as Manager, People & Culture from a consultative perspective. Her goal is to provide advice and guidance to leaders so they can focus on growing the best teams for the business while also supporting employees’ goals.

Ansley Hoke

SVP Marketing, ScanSource, Inc. and Intelisys

Ansley Hoke is the Senior Vice President of Marketing at ScanSource, Inc., a role she has held since 2019, and extended her leadership to include Intelisys in 2023. She joined the company in 2001, serving in merchandising leadership roles for ScanSource POS and Barcode, including acting Vice President of Merchandising and then later VP of Merchandising for ScanSource Catalyst and overall VP of ScanSource Catalyst. She oversaw sales, supplier relations, and services. Known for her pivotal role in creating effective marketing strategies, Ansley has been integral in driving demand, enhancing partner programs, and significantly contributing to the company’s revenue growth and channel relationships.

Mike Baur

CEO of ScanSource, Inc. and Interim President of Intelisys

Mike Baur serves as Chairman and Chief Executive Officer at ScanSource. Mike has served as the Company’s President or CEO since its inception, as a director since December 1995, and as Chairman of the Board since February 2019. Mike has developed a deep institutional knowledge and perspective regarding ScanSource’s strengths, challenges and opportunities. He has more than 30 years of experience in the IT industry, having served in various leadership and senior management roles in the technology and distribution industries before joining ScanSource. Mike brings strong leadership, entrepreneurial, business building and development skills and experience to the Board.

Stephanie Bouras

Regional Vice President, Southeast

Driven by a partner-first philosophy and a passion for innovation, Bouras embodies a leadership style that’s both compassionate and data-driven. As the Regional Vice President, Southeast, at Intelisys, she’s leveraged her extensive marketing and sales experience to propel her team to new heights. A firm believer in aligning herself with her partners, she sees herself as a collaborator and an integral part of their business. This perspective has allowed her to forge deep connections and drive success. A Florida native, Stephanie’s attention to detail and unwavering commitment to her partners have been key factors in her success.

Michael Raspanti

Regional Vice President, Northeast

Michael joined Intelisys in June of 2020, as a long-time channel veteran. He is responsible for leading the Northeast Region, helping continue the tremendous momentum in one of our strongest markets while also recruiting new up and coming partners that will be the growth engine of our future success.

Kristy Thomas

Vice President, Partner Experience and Enablement

Thomas is responsible for Sales Partner enablement and education for all our technology segments, including CX, managed security, mobility, and connectivity. With over 20 years of executive background in telephony, UCaaS, CCaaS and Cloud services, Kristy enables her customers to think broader and deeper as she guides them through their decision journey. Some of the biggest deals in the channel have become a reality thanks to the expertise and humble excellence Kristy brings to her client’s projects.