5 Tips for Effectively Surveying Lab Customers


Outreach

In a culture where customer surveys are prolific, those surrounding healthcare experiences are among the most important. This feedback is so valuable to healthcare operations that regulatory agencies often mandate these surveys. However, they are more than tools to fulfill regulatory requirements.

Effective, well-designed surveys are crucial for gathering data to strengthen laboratory operations.

Follow these steps to create an effective survey:

1.

Identify your customer groups


Laboratory leaders should gather data on how effectively the outreach program serves all types of customers, including physicians, patients, or other healthcare organizations.

2.

Tailor your questions


To create the most effective customer survey, customize the questions for each customer group to address aspects of your operations that affect them. Below are some suggestions to consider as you design your survey.

3.

Combine different response formats


When you design your survey, use response formats that balance the need for detail with the ease of completion. Combining a 1 through 5 rating, often called a Likert scale, with an optional free text field for additional details can be effective.

4.

Evaluate delivery options


Consider how to best deliver your survey for each customer group. For example, an electronic format may work best for providers, while a paper version might be more effective for patient feedback. Our customer satisfaction survey instruction guide may be helpful if you plan on using an electronic survey.

5.

Act on feedback


Surveys are only valuable if you use the results to inform action.

Once you have results, address issues requiring immediate attention first. Then, evaluate the free text suggestions for viability and monitor quantitative data for trends over time to gain additional insights.

Surveying your different types of customers will provide vital information necessary to proactively prevent issues and improve the operations of your laboratory outreach program.

Survey Question Options

Below are suggested survey topics.

Providers


  • Overall satisfaction with [Lab Name]
  • Variety of tests offered
  • Method by which you receive test results
  • Ease of test ordering
  • Ease of interpreting test results
  • Accuracy of test results
  • Comprehensiveness of test catalog information
  • Accessibility to pathologist for consultation
  • Quality of pathologist consultation
  • Timeliness in communicating critical results
  • Sales representatives provide valuable services
  • Frequency of courier pickup times
  • Professionalism of courier staff
  • Suggestions to improve laboratory service
  • Willingness to recommend

Staff


  • Overall phlebotomy experience 
  • Professionalism of the phlebotomist  
  • Waiting time before blood draw 
  • Ease and convenience of the appointment booking process 
  • Clear explanation of blood draw procedure by the phlebotomist before starting
  • Clear communication by the phlebotomist during the procedure
  • Steps taken to minimize discomfort during the procedure
  • Cleanliness of the phlebotomy room
  • Phlebotomist following proper hygiene practices
  • Communication of any necessary preparation before blood draw
  • Successful location of a vein on the first attempt
  • Satisfaction with the aftercare instructions following the blood draw
  • Suggestions to improve the phlebotomy experience
  • Willingness to recommend

Both


  • Billing accuracy
  • Resolution of billing discrepancies
  • Professionalism of billing staff
  • Lab call center: timeliness of response
  • Lab call center: hours of operation
  • Lab call center: proactive communication with specimen issues
  • Lab call center: ability to resolve issue on first contact (no transfer)
  • Lab call center: knowledgeable staff
  • Professionalism of lab call center staff

Brianne Newton, MS, MT(ASCP)

Brianne Newton joined the Outreach Team in March of 2022 and lives in the North Texas area. Over the past 20 years, she has served in various laboratory roles including: laboratory section supervisor, MLT program director, and lab outreach manager. She also led her organization’s laboratory services through the COVID-19 pandemic as the corporate laboratory director. When not working with outreach clients, she enjoys travel photography, reading, and Tex-Mex. She is married with twin daughters.