Effective & Actionable Strategies


Customer service behaviors
(service protocols/scripts)


Employees have the skills to meet established objectives


Outstanding service performance

Clinician Resources

With payer focus on better outcomes, lower cost and higher patient satisfaction scores, it’s vital that clinicians have the knowledge and skills to ensure a more positive patient experience. SLG offers a range of physician-led resources for your clinical team.


Topics & Themes

  • Clinician-Patient Communication
  • Getting Real About Burnout
  • Motivating Patients
  • Managing Patient Expectations
  • The Power of Emotional Connection
  • Efficiency and Flow

Shadow Coaching

An effective technique for helping a doctor raise his or her patient survey scores is to “shadow” him or her for a day.

Low-scoring providers often have no clear understanding of why patients rate them poorly, and what to do to improve.

One-on-one shadow coaching by an experienced, objective third-party gives providers immediate feedback during a typical workday, in a natural setting, with their actual patients.

Our typical shadow coaching process:

  1. Baseline assessment to understand current productivity and patient feedback data
  2. Introductory meetings to introduce project, establish credentials and discuss goals
  3. Shadow activity for a full day observing patient encounters
  4. Written report with observations and recommendations
  5. Access to Astute Doctor Education, an online physician communication CME platform

The process outlined above has proven successful in creating marked improvement for those providers who actively engage in the process.


Online Physician Communication

SullivanLuallin Group has partnered with Astute Doctor Education to bring CME-accredited web-based provider-patient communication training to your physicians.

This simple-to-access physician education platform provides engaging course content designed to help physicians and surgeons of every specialty use patient-centered, empathic interpersonal techniques to communicate more effectively and maximize time spent with each patient.

Delivered in 15-minute interactive segments, the Astute Doctor Education series addresses the most common challenges facing providers. Included are easy-to-use, practical strategies to build strong patient relationships, handle challenging patients, manage cross-cultural communication, and other themes central to the doctor-patient interaction.

Even top-scoring physicians find value in viewing the effective, patient-pleasing techniques demonstrated in the courses.

In a convenient, easy-to-use online setting, physicians learn how to:

  • Build strong patient relationships
  • Motivate and manage challenging patients
  • Generate word-of-mouth referrals
  • Reduce malpractice litigation risk
  • Increase patient satisfaction survey scores
  • Maximize reimbursement bonuses

Physicians can choose which segments to watch at their convenience, and then complete a brief post-course test (70% is required to pass and earn CME credit). The entire series of six courses qualifies for 6.5 CME credits, which can be earned over a 12-month period.

The online physician communication CME program is attractively priced at $194 per provider for all six courses (volume discounts are available for groups and physician networks).

Courses are accredited for up to 6.5 AMA PRA Category 1 Credits™ through joint providership of The University of Arizona College of Medicine – Tucson and Astute Doctor Education, Inc. Participants claiming CME credit from this activity may submit the credit hours to the American Osteopathic Association for Category 2 credit.

Manager Resources

Research shows your organization will achieve true success when you empower your management team to manage for change. SLG provides extensive resources and tools needed to implement a continuous improvement program that will stand the test of time.


A Better Care Experience with A.I.M.

Over the past two decades, there has been significant changes in how success in patient satisfaction is defined.

This program gives a clear understanding of this changing face of healthcare and delivers a clear and simple process to thrive in today’s challenging healthcare environment.  To rein in the unsustainable growth in healthcare costs year-over-year, CMS developed the doctrine of the “Triple Aim”.  (Lower costs while improving quality and the patient experience).  This has resulted in such industry changing programs like Patient Centered Medical Homes (PCMH), Alternative Care Organizations (ACOs) and the Merit-based Incentive Payment System (MIPS).

At the turn of the century, patient satisfaction was just that, “How satisfied are our patients with their care experience?” Today’s ambulatory healthcare organizations will be measuring patient engagement using either ACO CAHPS or CAHPS for MIPS which has completely redefined how success is measured.

Program Goals:


Evaluating the Patient Experience

  • Introduction to CAHPS for ACO and MIPS
  • Learn why assessing the care experience is vital
  • Learn how success in patient engagement is redefined under MACRA


Gain effective techniques to improve patient engagement

  • Learn the key drivers for patient engagement
  • Introduction to service protocols (C.L.E.A.R.)
  • Learn tips and techniques to address key drivers of patient engagement


Action Plans for long-term success

  • LEARN how the C.L.E.A.R. service protocols help manage staff toward higher patient satisfaction and engagement
  • Action Planning tool
  • Walk-about Management tool
  • Rounding Tool
  • Telephone Staff Managing tool


Managing for Extraordinary Service

As motivators, communicators and supervisors, managers are the key to maintaining the momentum of a service quality effort.

Good employees often become department managers with little training regarding their ability to set standards, relate them effectively to subordinates, and ensure that the standards are met or exceeded.

This workshop includes an instrumented self-assessment, video-assisted instruction, group exercises, customized role plays, and training in the use of service protocols to motivate and manage staff members.

Participants in this workshop will gain:

  • Proven skills for team building and generating more cooperation in your department.
  • Service protocols (C.L.E.A.R.) to communicate to staff and for use in holding employees accountable.
  • Techniques for diagnosing employee performance and selecting high-probability managing styles.
  • Recommendations for selecting job applicants who have “service” instincts.
  • Strategies for correcting unsatisfactory performance in newcomers and long-term employees alike without impairing self-esteem.
  • Skills for preparing and conducting performance evaluations using service protocols to hold people accountable for their service performance.
  • Strategies for maintaining the momentum of a service initiative in each department.

Manager Toolkit

Offering a manager “toolkit” will be an effective addition to your continuous improvement strategy.

The following are a good starting point for “toolkit” contents:

  • Our Five Star Service is C.L.E.A.R. video (including an Information Guide for managers to use as they introduce and debrief the program)
  • Information Guide on how to hold a “Daily Huddle”
  • Our Rounding Tool
  • Reception Area Walk-About Checklist
  • A Mystery Call Checklist
  • Our C.L.E.A.R. and H.E.A.R.T. posters (masters created by SLG)
  • Our C.L.E.A.R. and H.E.A.R.T. assessment sheets for managers

We’ll partner with you to create a custom workshop for your management team.

Contact Us Today

Staff Resources

Our customized programs establish a culture of patient-centered care and exceptional service, motivating and inspiring care team members to go the “extra step.” Lively and interactive workshops introduce all members of the care team to our C.L.E.A.R. model of service protocols used by highly rated healthcare organizations nationwide.


YOU Make the Difference

During the employee workshop, we communicate the importance of Service Protocols and the scripts that make them come alive.

Through a series of activities and exercises we present an easy to remember acronym, C.L.E.A.R. that guides staff through every step of the patient encounter, and is easy for managers to watch for.


Procedures for greeting and treating patients that make a positive first impression


Techniques for making patients feel valued and heard especially when handling complaints or telephone calls


Strategies for ensuring that patients go through their encounter understanding prescription instructions


Scripts to ensure that patients have had all of their questions answered and their needs met


Techniques for ending the encounter and departure on a positive note

Workshop Objectives:

  • Understand how patient expectations and payer requirements have expanded the “service” roles of medical professionals
  • Learn how to communicate more effectively both in person and on the telephone with patients, visitors, and co-workers
  • Learn how to deal with difficult patients and their complaints without “losing your cool."


Five Star Telephone Techniques

The telephone is the portal to the practice.

Staff members who deal with callers can leave a lasting first impression, either positive or negative. This program provides proven techniques for making callers feel valued and reinforces the importance of delivering excellent service on the phone.

Workshop Objectives:

  • Review Service Protocols for communicating more effectively and making callers feel important
  • Learn secrets for responding to challenging or demanding callers
  • Practice the 5-step model for handling caller complaints


Empowering Your Team to Improve Access & Flow

Efficient processes uncover hidden capacity, minimize unnecessary waiting and creates a better patient care experience.

A well-run physician practice relies on a high-performing front office team with the skills to ensure patients have access to care when they need it and the ability to facilitate effective patient flow. This workshop is designed to embrace the challenges the front office encounters and offers concrete tools to improve access and flow.

Workshop Objectives:

  • Understand the role the front of office staff in the overall success of the practice
  • Learn ways to measure and manage critical processes to improve access and flow
  • Empower front office staff to be active participants in the change management process
  • Provide tools for staff and managers to evaluate processes and make lasting changes


Five Star Service is C.L.E.A.R.

Looking for an easy, entertaining way to teach your staff members the simple behaviors that correlate with high patient satisfaction scores?

In 24 fast-paced minutes, the “Five Star Service is C.L.E.A.R.” DVD presents easy-to-remember service protocols and scripts in five categories that all staff members – both front and back office – can use to enhance the patient experience.

To help you present the DVD, you’ll also receive an Information Guide with suggested introductory remarks and a set of discussion questions for follow up after showing the video. Also included is a Service Matrix to hand out to your staff.

Watch the First 3 Minutes

Importance of Service Protocols

Today patients (and the Center for Medicare and Medicaid — CMS) evaluate quality on both clinical outcomes and the patient experience.

As a result, it’s essential that managers and employees as well as clinicians understand the importance of patient-responsive performance in a service-sensitive marketplace.

Often, many medical offices have two different management styles.

Technical tasks are clearly defined (clinical protocols) and closely monitored, while service issues are addressed in generalities, and left to the good judgment of each individual. As a consequence, most organizations deliver good clinical care but average customer service.

We’ll partner with you to create a custom workshop for your team.

Contact Us