STANDARDS OF EXCELLENCE
Employee Reference Guide
2
Table of Contents
Mission & Vision ............................................................................ 3
Pillars of Excellence ...................................................................... 3
Letter from Leadership ................................................................ 4
How to use this Guide .................................................................. 5
Service Excellence ........................................................................ 6
Communication ........................................................................... 14
Safety ............................................................................................ 21
Self Management ........................................................................ 23
Teamwork .................................................................................... 27
Appendix ..................................................................................... 30
Notes ............................................................................................ 46
Representative Agreement ........................................................ 51
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Mission & Vision
Pillars of Excellence
Wayne County Hospital and Clinic System believes we are here to serve our
patients and customers. We serve our community by providing a lifetime
of care with dedication, skill and compassion. We demonstrate this by
providing the utmost care, courtesy, integrity and teamwork every day!
Treating every interaction with our customers as the opportunity to give
great and courteous care, something that they will remember, and leave
with the comfort of knowing they had an excellent experience at WCHCS. A
personal commitment to our Standards of Excellence is required to partner
with WCHCS.
Mission
To be dedicated to providing quality, cost eective health related services
to meet personal needs and improve the health status of individuals and
families in Wayne County and surrounding areas.
Vision
To be the primary health care provider for residents of Wayne County and
the surrounding south central Iowa and north central Missouri Regions.
Pillars of Excellence
People: Employees are informed and have opportunities to improve their
skills to promote success.
Quality: Provide easily accessible, quality care.
Service: Initiate a culture where high quality service is evident to all
physicians, patients and employees.
Community: WCHCS will actively pursue opportunities to have a positive
impact on community issues.
Finance: Meet or exceed operating budget indicators while securing long-
term financial stability.
Growth: Investigate and capitalize opportunities to grow WCHCS existing
services and to develop new services.
4
Letter From Leadership
Dear Colleague,
Welcome to the Wayne County Hospital and Clinic
System (WCHCS). As employees of WCHCS, we
have some amazing opportunities. No matter
the role in our organization, we each have the
privilege of helping others through the most
significant times of their lives—birth, illness, and
even the end of life.
We recognize that helping people during such
times is very rewarding and is what attracted
many of us to choose a career in healthcare. My commitment to you is to
do everything in my power to help you connect with this purpose every day
you come to work by removing barriers in operations and ensuring you have
the tools and equipment to do your job. Working at WCHCS also comes with
serious responsibilities. Each of us has a part to play in how this organization
is viewed by our customers, and how we treat our patients, visitors and each
other is a large part of that perception.
The Standards of Excellence Employee Reference Guide was developed by
your coworkers and endorsed by WCHCS leadership. It is designed to show
how we define excellent service, safe practices and quality care. The first
edition was issued in 2005.
They are our standards of behavior, and we are all expected to practice these
standards every day. This guide includes definitions of the standards that we
expect from all employees, and examples of how we can hold one another
accountable for incorporating these standards into our day-to-day work.
I expect you to hold me accountable for these standards as well, because
they apply to all of us. We may not succeed 100 percent of the time, but we
will continue to consistently practice these standards as they represent our
culture and our commitment to fulfilling our mission of providing excellent
care.
Sincerely,
Daren Relph, PM-CCP
Chief Executive Officer
5
How to Use this Guide
The Wayne County Hospital and Clinic System Standards of Excellence
is a way of working, interacting, and thinking about our jobs as we work
together with others. The Standards of Excellence does not simply outline
a good attitude; it outlines our culture.
Although we have dierent roles
within WCHCS, we all have customers.
That might mean patients and other
employees inside the organization,
or it could refer to those from outside
WCHCS such as vendors or other
clients. All customers—patients and
their families, members, clients,
as well as our fellow employees—
have similar needs. They all want
to be understood; they want to feel
comfortable, welcome, important
and safe.
Standards of Excellence
Service Excellence
Communication
Safety
Self Management
Teamwork
The standards describe what we
must do in order to meet our
customers’ needs. They are not in
addition to, or separate from, the
individual aspects of our jobs; they
are an integral part of our job. You
make the Standards of Excellence
come alive.
This guide is designed to provide
specific descriptions of what
Standards of Excellence look like.
For each Standard, you will find
key service themes and behavioral
descriptions. Many of the behavioral
descriptions and examples illustrate
not only excellent service, but
also safe behaviors. Examples are
provided to illustrate the behavior in
action.
Service Standard
Service Theme Behavioral
Description Example
The service standards, themes and
descriptions are:
Required behaviors for all
WCHCS sta
A strategy for accountability
Part of your performance
review
They are not:
All inclusive - employees and
departments are strongly
encouraged to seek customized
examples relevant to their
particular jobs and roles.
6
Service Excellence
We support each other in serving our patients and community.
Provide excellent service by following AIDET®
Acknowledge
Acknowledge the patient or co-worker with a friendly greeting or by
name. Make eye contact. Smile.
Ask: “Is there anything I can do for you?”
Say: “Good morning/afternoon/evening.
Introduce
Introduce yourself.
Give your name to a patient or co-worker.
Mention your skill set, your professional certification, and experience to
a patient to make them feel at ease.
For a co-worker, let them know what department you are in.
Duration
Let them know how long a task may take.
For a patient, give an accurate time expectation for tests, physician
arrival, or tray delivery.
For a co-worker, let them know how long you anticipate a project can
take or how many meetings you may need to have to complete the
project.
Explanation
For both the patient and the co-worker: Explain step by step what will
happen, answer questions, and leave a phone number or other form of
contact where you can be reached and when.
Thank
Thank the patient for choosing your hospital, and for their
communication and cooperation.
Thank the family for assistance and being there to support the patient.
Thank the co-worker for their help in the project.
· The Studer Group
7
Treat patients, customers and coworkers with courtesy, respect
and compassion.
Welcome and greet patients and customers immediately and in
a friendly manner.
Use the 5/10 Rule: At 10 feet, smile warmly and make eye contact. At 5
feet acknowledge with a greeting such as good morning.
Use courtesy words and phrases in a friendly tone of voice such as
hello, good morning, thank you, please, excuse me, you’re welcome.
Maintain an open and welcoming body posture. Sit or stand up
straight. Keep hands quietly-folded in lap/on desk if sitting, in front
of you if standing. Focus on the customer. Do not fidget. Do not cross
your arms in front of you.
Introduce yourself by name and role and tell your customer what you
are going to do.
“Good morning Mr. Smith, my name is Jill. I am a nursing assistant. I am
here to take your vital signs.
“Hello, my name is ; I will be taking care of you today. I spoke with the
ER physician and he mentioned that you have been feeling this way for
one week. I will review the testing that was completed in the ER once it
becomes available. Once I have done this I will be back in to discuss my
findings. Do you have any questions for me now? If you have any further
questions please speak with your nurse and she will contact me. Thank
you for allowing me to be a part of your healthcare; please let me know
if I can do anything else for you.
Make everyone feel important.
Give patients and customers your full attention with your eyes, words
and body language.
Avoiding using short, curt words, answers or ignoring someone who is
speaking to you.
Service Excellence
We support each other in serving our patients and community.
8
Service Excellence
We support each other in serving our patients and community.
Rudeness is never acceptable.
Use positive, assertive, can-do language with lots of “I” messages.
“Here’s what I can do…
“Yes, I can find out.”
“I think the best option is...
“I understand why you...
Avoid negative language and “you” messages.
“I don’t know.”
“You can’t do that.
“No.
“Yes, but…”
“You should’ve…..
“You need to….
Sit down with patients/customers while talking to them if you can.
Doing so says “I have time for you.
Engage patients and their families as active participants in care.
Remember that they are a very important part of the care team.
“Please use this note pad to write down any questions you might have.
That way you will have them ready when the doctor comes by later
today.
Meet patient’s/customer’s needs immediately or take them to
someone who can.
Demonstrate empathy by using words and actions that show
you care about customers.
“I understand how frustrating that must be. I’ll help you with it
right away.”
Be aware of the power of conversation and kind words. Customers/
co-workers appreciate it when you ask them about important events in
their lives.
“How was vacation Mr. Smith? Did you have a good time?”
Respond to all phone messages and e-mails in a timely manner, based
on your customer’s request. For most requests, a response within 12-24
working hours is appropriate. For some, a faster response is needed.
Remember: it is common courtesy to acknowledge a customer’s
message and follow up.
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Maintain dignity and privacy.
Knock, announce yourself and ask permission before entering
someone’s room or oce.
“Hello, Mr. Jones, I am a here, may I come in?”
Let patient know you are concerned about their comfort and privacy
by closing doors, screens or curtains. Don’t speak so loudly that you
can be overheard by others who don’t need to hear your conversation.
Give patients the option of having all visitors leave their room before
performing any procedure or discussing personal health information.
“Mrs. Jones we are going to check the progress of your labor, would you
like for your visitors to wait outside? I will get them as soon as we are
finished, it should only take about 5 minutes.
Demonstrate sensitivity to any delay or inconvenience.
Be aware of inconveniences your customers experience, especially a
delay, acknowledge it. Everyone’s time is valuable.
Apologize for and explain any delay, even if it is not your fault.
Check in frequently with patients and other customers who are
waiting.
Understand Patient Perception
The sum of all interactions, shaped by an organization’s culture, that
influence patient perceptions across the continuum of care.
· The Beryl Institute
Service Excellence
We support each other in serving our patients and community.
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Service Excellence
We support each other in serving our patients and community.
Respond quickly and appropriately to customer requests.
Manage your time and help others manage theirs.
Be punctual with appointment and deadlines.
“Good afternoon, Bill. Remember the discussion we had last week about
updating the brochures? I wanted to let you know that a volunteer is
currently folding the brochures. The project should be done by the end
of the week—I’ll be sure to call you when you can pick them up.”
Recognize that everyone’s time is valuable. Never be too busy
to assist.
Let your customer know if you’re going to be late or miss a deadline.
Remember if you are running behind, you could aect the work of
others.
“Lacey, this is Virginia. I wanted to let you know that my appointment
is running longer than anticipated. I won’t be able to make it to my
volunteer shift in the Gift Shop.
Hold yourself and others accountable for customer requests.
Eliminate excuses for service problems such as shortages, inadequate
supplies and equipment. Your customers don’t care-they just want you
to help them. Never point fingers. And don’t blame the customer.
Set appropriate expectations as to when a request can be fulfilled.
Negotiate, if necessary, to meet mutual need.
“I will be able to complete that assignment by the end of the
week. Will that meet your needs?”
“Mr. Johnson, I’m happy to help you to your car. I have one patient in
front of you, but will be able to help you right afterward. It shouldn’t be
longer than five minutes-is that okay?”
Check in with your customer to ensure that the request has been
completed to his satisfaction.
“Kathy, I sent the missing pieces of the Purchase Order (PO) to Materials
Management yesterday. Have you received it? Is there anything else that
you need from me?”
Focus on the customer’s perception in all misunderstanding.
“Mrs. Bear, you seem upset about something. Please tell me what is
concerning you.
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Inform patients and other customers when you will return or get back
to them, rather than having them make repeated requests.
“Mr. Madden, I want to make sure that we respond to your concern
in the best way possible. Because of that, I’d like to talk with my
supervisor. Even if I don’t have a complete answer, I’ll get back to you
later today.”
“I am sorry that your food tray was not what you ordered, Mrs. Smith.
I’ve called the dietary department. They are currently making up
another food-tray for you, which will take about 20 minutes. I know
you’re hungry. May I get you a snack from our kitchen while you wait?”
Anticipate customer needs and pro-actively initiate action to
meet those needs.
Be proactive.
Be prepared to provide and respond with helpful information for
frequently asked questions.
“Mrs. Jones I understand you have never had physical therapy before.
Please let me explain some things so you’ll know what to expect.”
“So nice to see you this morning, Miss Franks. Your appointment with
the doctor is at 10am and she is running about 15 minutes late today.
May I get you a cup of coee or something to read while you wait?”
Be aware and attentive to nonverbal communication from patients,
visitors, and co-workers. In a situation where a patient may look
confused or lost, “Hello, can I help you find something.
Plan ahead to address needs and prevent delays.
Since our computers will be down during the upgrade, we will pre-
register our patients the day before so we can continue to run on time.
Consider your customers’ special needs in advance, such as those
pertaining to culture, religion, or to the hearing-impaired or physically
disabled. See page 16 for more information regarding language
options.
If you are aware a patient will need extra time and assistance due to
mobility challenges, please schedule accordingly.
Prevent errors by being observant and fixing them ahead of time.
“See it, say it, fix it.” If you see a problem, speak up and make sure the
problem is fixed. Clean up spills and debris immediately.
Service Excellence
We support each other in serving our patients and community.
12
Service Excellence
We support each other in serving our patients and community.
Take action.
Consider and think of the customers’ perspective.
“Mrs. Cook, you look a little confused with those directions, can I walk
you there?”
Or, “Good morning. You look lost. Is there something I can help
you find?”
Practice rounding.
Hourly rounding for outcomes on the hospital patients incorporating
the 3Ps (pain, position, potty).
A minimum of every 15 minutes on clinic patients.
Explain unforeseen delays and keep them informed on the expected
wait time.
Educate patients about treatments/procedures; about possible side
eects and what to expect following a treatment/procedure.
Please take the time with patients and their families to explain the
details and what to expect during and after their time with us. If there
is a lot of information please write it down or have it available in a
pamphlet along with a phone number to call if they have any questions.
This is a great and easy way to relieve anxiety. In return, calming the
patient’s fears and resolving any questions, allowing them to feel well
taken care of.
Take the initiative to keep customers informed.
“Mr. Sinclair, so you are aware and not alarmed, we are in the midst of
some new construction down the hall. There may be some noise from
this over the next half hour.
Or, “Mrs. Jackson, I’m very sorry you’ve had to wait, we are running a
bit behind. I know your time is very important, we apologize for the
inconvenience.
13
Service Excellence
We support each other in serving our patients and community.
Respond to all phone messages and electronic mail in a reasonable
time frame.
Depending on customer request, most phone responses within 12 to 24
hours is appropriate. Response to electronic mail should occur within 24
to 48 hours. If you cannot meet this time frame, please touch base with
the customer to relay this. Costumers will appreciate your courtesy by
acknowledging their message and following up.
Build collaborative relationships throughout the organization
to share knowledge and resources.
14
Communication
We communicate openly, honestly, respectfully and directly.
Listen First.
Demonstrate active listening skills.
Use AIDET® in every encounter to meet and exceed the expectations of our
customers/co-workers.
Each employee has committed to utilizing this technique when we
communicate.
A - Acknowledge customer
I - Introduce yourself
D - Duration of test, meeting etc.
E - Explanation in an understandable language to clarify questions
T - Thank you after every encounter.
Listening attentively to our customers will ensure better understanding
of their wants and needs.
Be quiet and listen carefully to the customers’ words, intent, feelings
and needs. Listen with your eyes as well as your ears. And remember
that listening is not just waiting for your turn to speak.
“Mrs. Brown, you are telling me that you are not in pain, but I see you
wincing whenever I touch you. Let’s talk a bit more about how you are
feeling.
“Sally, you are telling me you agree with me on this decision, but I sense
that you are not entirely comfortable with it.
Ask questions to clarify customers’ needs.
“Ben, did you say you wanted to go to lunch first today?”
“Mr. Dawn, you will need someone to escort you home after this
procedure. Do you have someone with you?
Be aware of both verbal and non-verbal messages.
Use your own body language and gestures to convey your attention.
Nod occasionally, smile and use other facial expressions. Note your
posture and make sure it is open and inviting. Encourage the speaker
to continue with small verbal comments like “yes” and “I see”.
Explanation and instructions are vital components to providing quality
care.
15
Communication
We communicate openly, honestly, respectfully and directly.
Check for understanding.
“Mr. Jeerson, would you please repeat how you’re going to take
your medication? I want to be sure you are perfectly clear about the
instructions.
“Will you please demonstrate for me how to do your exercises?”
Provide clear instructions.
“To run this report you will click on the EMR, then the printer on the
bottom left and enter DISCHARGE and then click enter. I want to watch
you run it so I know you will be able to do it next time.
Talk Straight. Provide timely feedback in a clear and
concise manner.
Clarify expectations.
For example:
“Here is a list of what you will need to bring with you when you arrive so
you are prepared for the appointment next Monday. Please try to come
15 minutes early to complete your paperwork when you come in.
“Virginia, is there anything that you would like me to go over again or
explain further?”
Follow up on all requests.
Respond to all phone messages and electronic mail in a reasonable
time frame. Depending upon customer requests:
Phone messages: 12-24 hours
Email messages: 24-48 hours
If you cannot meet the above time frames, please let the customer
know. Examples:
Jane, I dropped o a purchase order on Monday. Have you
received it? Did I provide you with all of the information you needed?
“The doctor is finishing with a patient and will be in to see you in a
few minutes, Mrs. Doe. Are you still having pain? Has the medication
helped?”
16
Communication
We communicate openly, honestly, respectfully and directly.
Be open and honest.
For example:
“Michael, I made a mistake with Mr. Lang’s medication. Can we talk
about the best way to inform the patient and his family?”
“Karen, that report I just sent you for Tammy is missing some data
on web activity. I’ve attached the corrected version. Sorry for any
inconvenience.
Be adaptable.
Be considerate of others’ priorities.
“Natalie, I realized that I do not have instructions for employees on how
to log into CareLearning. Do you have time to put something together,
or would you like me to stop by and get the information from you?”
“Ms. Clarke, I see you are in a time crunch to get your records. Please
allow me to do that for you right now.
Speak in terms that are appropriate for your audience.
Use easily understood and appropriate language.
Avoid incorrect grammar, slang, medical terminology, jargon or
abbreviations.
Be clear and concise when handing o a patient or a project to another
employee. For example:
“Tammy, Mr. Smith is going to be transferred to Med/Surg. His care is
complicated and he is very anxious about leaving the unit. Let’s take
some time to talk about his needs.
“Buddi, I’m heading out to lunch, but I wanted to let you know that
Suzi is working on completing her application for the open accounting
position and she’s had some questions. Can you please check on her to
make sure she’s doing okay in 10 to 15 minutes?”
Communicate information that will increase the safety, quality,
eciency and eectiveness of the team. For example:
“Sally, I just put the patient in room 110 on a bed pan, but I need to run
to Respiratory to pick up a monitor. Can you watch for her call light?”
17
Communication
We communicate openly, honestly, respectfully and directly.
“Tim, that machine was not working properly yesterday. Let’s take it
out of service and tag it for repair.”
Be aware of language barriers.
Try to be proactive to have a language interpreter available to assist
with patients. Do not rely on family members to interpret for you.
Qualified language interpretation services are available by calling the
Iowa International Center at 515-282-8269, option 5.
Hearing impaired patients may find the use of the whiteboard helpful
as a means of communication. Provide them with pen and paper. You
may also contact Deaf Services Unlimited at 800-930-2580
Ensure an appropriate level of privacy and confidentiality is
maintained.
Ensure an appropriate level of privacy and confidentiality is
maintained. For example:
“Mrs. Harris, to protect your privacy, please come with me to our private
consultation room where we can discuss your care (or account/test).”
Know and abide by all HIPAA guidelines related to confidential
patient information.
Discuss all patient or customer information in a private area where you
cannot be overheard.
Hallways, cafeterias or other public areas are not appropriate for
patient related discussions.
Remind others of this if you hear conversations being held in public
places.
“Let’s wait until we get back on the unit to discuss Mr. Card’s condition.
Share information about a patient’s care or payment with only
those who “need to know.”
For example:
“Mr. Smith, to maintain our patient’s privacy we are only allowed to
give out patient information to those individuals who have been given
authorization such as a Power of Attorney. Thank you for understanding.
18
Communication
We communicate openly, honestly, respectfully and directly.
“Mr. Peters, I will need you to sign a release for me to be able to talk
with your daughter concerning your account.
Ensure that you have permission in writing to discuss Protected
Health Information (PHI) with anyone not directly involved.
For example:
Mrs. Jordan, thank you for bringing in a signed consent from your father
to receive his medical records. In addition I will need a copy of your
identification card to release this information to you.
When disposing of documents, shred all those with private
information.
Keep your passwords to yourself.
Always knock before entering a patient or resident room and
ask permission before entering someone’s room or office.
Provide proper size patient gowns.
Always place robes on patients when they are being transported to
another department or ambulating in the halls.
Provide privacy during toileting/exams.
For example:
“I will just close the door so we can maintain your privacy while I
examine you.
Conduct phone conversations with discretion and protect
confidentiality.
Be aware of the environment and who is present. Keep private
conversations private.
“I currently have someone in my office; may I call you back later when
we can talk?”
“Excuse me while I take this call, I need to discuss another patient. I will
be back shortly. Thank you.
19
When you are away from your work area, log o or black out
screens that contain patient information.
Demonstrate constructive problem solving skills.
Use constructive language.
The words you use set the tone for the interaction. A problem
becomes a “challenge.” A weakness becomes an “opportunity;” a
conflict, a “situation.
Commit to not complaining unless you have an idea for a solution.
Be open and accepting when customers and co-workers come
to you with concerns.
For example:
“Thank you for sharing that information with me. I was not aware that
happened.
“I’m concerned that you are not following the proper injury reporting
procedure.
Speak well of others.
In the presence of customers and members of our community, speak
positively about your organization and co-workers.
Avoid making negative comments about workload, other sta, other
departments or personal issues.
• “WCHCS is a good place to work. Sta members really work well
together and take good care of our patients.”
• “I know my co-worker Margie will be able to help you.
Eliminate gossip.
Don’t find fault; find a remedy.
Seek to understand the system breakdowns that cause
problems, rather than putting the blame on the people doing the work.
• “It seems like the procedure for ordering supplies doesn’t work well.
What can we do together to make it a better process?”
• “Jane, let’s check the supply room before asking Housekeeping to send
additional pillows.
Communication
We communicate openly, honestly, respectfully and directly.
20
Communication
We communicate openly, honestly, respectfully and directly.
Recognize that conflicts may exist among co-workers, but
professional courtesy is always expected.
Hostile behaviors such as raising your voice, using disrespectful
language or making derogatory comments are unacceptable.
Seek first to understand, then to be understood.
Set aside dierences when working together to accomplish your goals.
You don’t have to like all your co-workers, but you do need to be able
to work with them.
Deal with co-worker problems or conflicts while the issues are still
small. Address the problem with the person with whom you have the
problem. Always try to work it out together first. Address unresolved
problems by going to the appropriate supervisor, manager or director.
“I know you do not agree with my plan. Let’s discuss this again later
when we are not busy (angry).
“I’ve noticed that you’ve been late coming back from lunch for the past
few days. That really delays the clinic schedule and is inconsiderate of
sta.”
Abide by WCHCS Policies.
21
Safety
We practice safety in everything we do.
Include Safety as a key component of department Huddles.
Communication is key in providing safe care.
Communication must be planned to assure appropriate
information is shared
For example: During huddle it is announced that we have two patients with
almost identical names scheduled for surgery and admission. Sta are aware
to be extra alert, patients are cared for in dierent sections with dierent care
givers to minimize confusion.
Leadership huddles to share pertinent safety information that may
aect the patients or sta
Departments huddle to share safety concerns related to their unit
A post fall huddle is conducted after each fall to determine any new
prevention strategies
Communicate safety concerns to the WCHCS Safety Committee.
Share safety stories and messages.
We can learn from each other and assist our co-workers in
providing safe care.
Share safety stories and messages with directors and manager,
as well as within your department or with other departments.
Stories are a good way to deliver a safety message. A story helps
others apply knowledge.
For example: Pat shared with sta the importance of always following
the procedure of keeping your hand on a child at all times while
changing a diaper. She turned to the side and took her hand o of her
grandchild’s body while changing a diaper and her granddaughter fell
onto the floor. It only takes a second of not following a procedure and
things can happen.
22
Safety
We practice safety in everything we do.
Asking others about safety concerns and taking action will
improve safety
Leadership Team Members round on Departments to ask questions
about safety concerns.
Department Leaders round on patients and sta to learn about any
safety concerns.
For example: While rounding a Leader learns from a sta member that
a work around is needed in order to secure medication for a patient. The
Leader then gets the correct group together to improve the process.
Responding appropriately to errors encourages a culture of
safety.
WCHCS uses incident reporting as guide to determine appropriate
response to errors. Complete and file an incident report as required.
For example: Most errors occur due to a system problem. In that case
processes and training need to be addressed. Each error must be
looked at from this perspective and discipline should be used only when
appropriate.
Alarm buttons to be used in emergencies.
The safety of our sta, our patients and our visitors are always
our priority. Key areas throughout the facility are equipped with
emergency alarm buttons that will alert law enforcement for an
immediate response.
Check with you department manager for the location and
appropriate use.
23
Self Management
We are fully present and are continuous learners.
Set aside distraction to center self and assume full attention to
each patient, family, and team members.
Be present, attentive and in the moment.
Personal appearance is professional, safe and functional.
Dress will be professional, tasteful, and discreet.
Identification badges will be properly worn per WCHCS policy.
Adhere to your organization and department dress code.
Make sure you understand the rules regarding uniforms and clothing,
jewelry, makeup, perfume, cologne, grooming, hygiene, body
piercing(s), tattoo(s), etc. Your image should inspire confidence.
Appropriate personal hygiene is expected.
Contribute to the professional appearance of any WCHCS
facility and grounds.
When coming across litter, pick it up and dispose of it properly.
Spills will be cleaned up and reported per policy.
Equipment will be returned to its place in proper working condition.
Demonstrate a sense of pride and ownership in the
organization.
Our behavior and manners in public can create a favorable
impression on our patients, visitors and coworkers.
All employees must be aware of their surroundings and who is in them.
Use appropriate/professional behavior when “on stage”.
24
Self Management
We are fully present and are continuous learners.
Accept responsibility · Oer Solutions ·
Take Initiative · Embrace Change
Recognize your own stress level and its eect on your performance.
“Maria, I was up in the night with my sick child, and I’m a little tired. I
know I’m OK to work, but would you please help me by double checking
my figures.
Oer appropriate suggestions for organizational improvement.
Don’t let the statement “we’ve always done it that way” keep you from
trying new approaches.
Ask yourself or coworkers “Why do you think this didn’t work?”
If you have a good idea, share it.
Adhere to policies and procedures.
All departments function in a more ecient and productive manner
when employees are at work as scheduled. If you are not going to be
at work as scheduled, please adhere to the absence notification policy
of your department. Please refer to the WCHCS Attendance Policy.
Seek out materials that reference and detail all of the policies related
to your job. Know where you can find policies in writing and online.
Ask your director or manager if you have questions. It’s your job to
know what’s expected of you.
Become familiar with new policies or changes in existing policies that
aect our job or department. Keep up to date on what’s going on
by reading sta meeting minutes, WCHCS Pillar Boards, check the
WCHCS intranet page and read your e-mails. If you miss an important
meeting, be sure to find out what was discussed.
Everyone who works at WCHCS has a responsibility to, in good
faith, report any known or suspected violation of WCHCS policy or
applicable law or regulation.
Pursue personal and professional growth.
25
Self Management
We are fully present and are continuous learners.
Recognize others who go above and beyond their job.
Mark Twain once said, “I can live for two months on a good
compliment.Personal recognition is a powerful tool in building morale
and motivation. A pat on the back, a personal note from a peer or a
supervisor does wonders.
Submit an Employee of the Quarter or Department of the Month
nomination or write a thank-you note to recognize a coworker, director,
manager, volunteer, or physician who did something extraordinary, or
who regularly does a good job.
Praise generously and criticize constructively.
Take the initiative to volunteer for the organization
whenever possible.
Take part in organizational initiatives and/or committees.
Take part in something community related.
Have fun.
Exhibit compliance with safety and infection control standards.
Use correct body mechanics to ensure safety for myself and
others.
Always use proper procedures and techniques when performing your
duties, especially when it relates to safety.
• “Will you please assist me? I need a second person to help me lift this
box, I want to make sure I am safe when I am lifting it.
Report all accidents or incidents promptly.
Follow established facility and manufacturer’s safety
recommendations.
Respond to safety hazards immediately and appropriately.
Practice excellent hand hygiene as per WCHCS policy.
Protect yourself and your patients.
26
Self Management
We are fully present and are continuous learners.
Balance between the need for completing a task in a timely
manner and the need for the quality and safety that the task
requires.
For example: “Susan, I know you need this room for a new patient, but I
need at least 30 minutes to do a good, final cleaning to
get it ready. If you need the room sooner, I will need to get someone to
help me.
Pursue personal and professional growth within the
organization.
Seek out learning opportunities to improve the skills you need to
enhance job performance.
Don’t be embarrassed if you don’t know about the opportunities. Ask
your manager or director about available classes.
Strive for the best skill or technique in using equipment or doing
procedures relevant to your duties. Seek out those with expertise, or
refer to policy and procedure manual or manufacturer’s instruction
manual.
“I’m not sure if this is the correct way to work this piece of equipment.
Let’s pull out the manual and check.
Maintain memberships and participate in your professional
organizations.
Complete mandatory education and training requirements.
Actively participate in setting personal and professional goals
with your supervisor.
Ask for regular feedback about your work performance. Find out what
you’re doing well and what you could do better.
27
Teamwork
We are all accountable. We trust and assume good intentions.
Volunteer to serve on committees and teams as opportunities
arise.
You have an important role to play in the organization. You can make a
dierence with your involvement.
Work cooperatively within your department and with other
departments.
Communicate your whereabouts to prevent confusion.
Remember, your absence aects your teammates.
Jack, I let the supervisor know, but can you help spread the word that
I am going to be o the floor and in a meeting from 2-4 pm today
Anyone who needs me can page me.
Be sensitive to the inconvenience your request may cause your
co-workers.
Avoid last-minute requests if you can. If you can’t, remember to explain
why you need the information so quickly. For example: “I know we’re
busy today, and I am sorry to bother you. I need your data for a meeting
tomorrow. The deadline was moved up so we can get the project back
on track. I appreciate your help.
Consider other’s priorities.
“It seems like you really need the information now. I can make this
call later.”
Recognize and be sensitive to dierences and diversity among
your co-workers.
Everyone on the team has unique talents and expertise to share. It
helps to look at things from dierent perspectives.
Welcome new employees.
Volunteer to participate as a buddy, mentor or preceptor if you can
28
Teamwork
We are all accountable. We trust and assume good intentions.
Be aware that other departments may need to interact with
your customer.
Always work as a team in the best interests of the customer.
“I realize that we both need to see the patient now for dierent
procedures. Let’s decide together what would be best to do first.
Accept responsibility and hold yourself accountable.
Go out of your way to provide or find what’s needed.
For example: Don’t say, “That’s not my job.” Instead consider saying,
“Betsy, I can help you with that.” Or, “Kathleen, I finished my morning
rounds early. Let me help you finish up in Room 106.
Always emphasize the importance of the team in conversations with
co-workers.
For example: “It really felt good helping Joan with that procedure. We
really work well together as a team.
Recognize and support the skills and qualities of others.
Recognize each other for service to patients, customers,
and co-workers.
Look for opportunities to praise every day. Be specific.
“Ken, you did a good job of calming that customer down.
Or, “Tasha, you always make the best of a bad situation. You’re a role
model for all of us.
Or, “Julia, thanks for coming in today. I know it was your day o.
Learn from your colleagues. They will appreciate your confidence in
them.
“You are really good at calling physicians to alert them about a problem
with a patient. I need to do that more. Will you coach me?”
Frequently tell co-workers how much you value them and why.
“Heidi, you’re great to work with. You really know how to run a meeting
and keep us on track.
29
Teamwork
We are all accountable. We trust and assume good intentions.
Or, “I really appreciate your help getting that IV started. It’s great having
someone here who is as good as you are at that.
Acknowledge outstanding service behavior by nominating co-workers
for the Employee of the Quarter recognition.
“Trina handled that crisis with such calmness and efficiency.”
Be aware of opportunities to help develop our co-workers.
Provide help or seek assistance for co-workers who are having
diculty performing their jobs.
“I noticed that you seem uncomfortable with that assignment. May I
oer you some pointers?”
Or, “I have an interesting patient today. I know you haven’t done this
particular dressing change. Would you like to help me?”
Exchange appropriate and professional information
with co-workers.
Share information obtained at workshops, professional conferences
and seminars by making a presentation and handing out materials at
department meetings and elsewhere.
Follow your department’s procedure for sharing information. Report
unusual requests and circumstances. Choose the appropriate setting
and communication strategy, be it e-mail, phone or face to face.
“I would like to share a concern with you, and I don’t think email or a
memo is the best way to talk about it. May I schedule a brief meeting
with you to discuss my concern?”
Admit mistakes and limitations while demonstrating a “can-do
supportive spirit to achieve results.
Forgive past problems and use conflict as an opportunity for
growth.
30
Appendix
Cell Phone Etiquette
In general, personal cell phones should be turned o during work
hours. Personal business including calls and text messages should be
conducted while on break or o duty.
Let your family and friends know that you cannot take personal calls or
texts while on duty, and how to contact you in case of an emergency.
If a personal call or text is necessary, it should be conducted in a non-
public area. Employees are strongly encouraged to limit cell phone
usage to break times and in appropriate break areas.
For those employees who are authorized to use cellular phones as part
of their job duties, remember the following:
a. Practice professional telephone etiquette. See the Telephone
Etiquette Appendix on page 43.
b. Keep your phone on silent/vibrate mode while in meetings or
other work settings.
c. If you must answer a call, step out of the meeting or into a
private location to do so.
d. Cell phones should never be answered while performing patient
care.
e. Use of camera phones or devices is strictly prohibited in the
facility at any time. (Except by the Marketing/Communications
Department)
Employees who use a personal cell phone to access confidential
WCHCS information must protect the integrity of confidential
information per policy.
f. Lost or stolen cell phones that contain confidential WCHCS
information must be reported to WCHCS IT Department as soon
as possible.
For more information refer to policy: HR.62 Business and Cell Phone Usage
31
Appendix
Dress Code
The professional, personal appearance of all who are associated with Wayne
County Hospital and Clinic System is vitally important to our relations with
patients, residents, the community and one another.
Employees must follow your department specific Dress Code Policy.
Employees are required to wear their WCHCS Identification Badge
visibly, at all times, while on duty. The badge is to be worn above the
waist at eye level.
Employees must maintain good personal hygiene.
Clothing should be loose enough to allow the performance of activities
modestly. Midri and cleavage should not be visible. Clothing should
be size appropriate. Pants or scrubs should not extend beyond the
bottom of the shoe or drag on the floor.
Fingernails are to be kept clean. Polish must be non-chipped.
Acrylic, silk wrap, and other artificial nails are prohibited in all
patient-care areas.
Perfumes and colognes should be kept to a minimum and shall not be
worn by sta working in clinical areas due to patient sensitivity.
No denim is allowed in any department, except for Plant Operations.
This includes jeans, jackets, vests, skirts, etc.
Casual, beach, flip-flop, athletic sandals, or slippers are prohibited.
Any graphics including those displaying violence, drugs, alcohol,
tobacco products, sex, disturbing images, oensive material, or racial
expressions will not be allowed. This includes graphics on clothing,
body art, piercings, etc.
Administration reserves the right to deem any clothing, piercings, or
tattoos inappropriate at any time.
For more information refer to policy: HR.071, Personal Appearance.
32
Social Media Guidelines for Use
Accessing social media and streaming media sites at work should not
interfere with your duties at work. We monitor our facilities to ensure
compliance with this restriction. Web usage reports for any employee
can be accessed by department directors from WCHCS IT Department
if they believe an employee is spending too much time on social media
when not on a break. WCHCS may conduct internet searches, access
records on its server or any other equipment belonging to WCHCS as
part of any investigation.
Employees may not post pictures of the work environment, co-workers
in the work environment, patients, residents, medical sta members or
vendors.
Employees are not authorized to speak on behalf of WCHCS, and must
clearly indicate they do not speak on behalf of the organization.
Employees may not post personal, identifiable information
about patients.
Employees must not disclose any WCHCS confidential or
proprietary information.
Employees are prohibited from uploading any work related
content to social media sites. The only exception is the Marketing/
Communications Department or departments with the approval of
Marketing/Communications or our IT Department.
WCHCS employees who engage in social media activities agree to
demonstrate appropriate conduct in accordance with the WCHCS
Social Media Policy. All social media posts must comply with our
policies on confidentiality of patient health information and disclosure
of proprietary information. If you are unsure about the confidential
nature of information you are considering posting, consult the Human
Resources Department.
A good rule of thumb: Only post items that you would want your director,
manager or Administration to see.
Team members should recognize that online communications / activity
can impact their personal and/or professional image and reputation
and may be seen by others as a reflection of their character, judgement
and values. By extension, if it is know that an individual is associated in
any way with WCHCS, our organization’s reputation can, likewise, be
negatively impacted. It is important to note that information shared
Appendix
33
Appendix
online in social media forums lasts forever and is available to everyone,
including your employer. The bottom line: Use Common Sense.
For more information refer to policy: HR.070, Social Networking
Excellence Every Day Terms
In this section, we are outlining the terms from The Studer Group, as well as
the quality improvement tools of Toyota LEAN/ Six Sigma.
Studer Group Terms
AIDET®: Five Fundamentals of Service: These are five behaviors to use
in patient and family encounters to anticipate, meet, and exceed the
expectations of the customer and reduce the anxiety of the patient.
• Acknowledge: Acknowledge the patient by name. Make eye contact,
smile, and acknowledge everyone in the room (patient and families).
• Introduce: Introduce yourself, your skill set, your professional
certification, and experience.
• Duration: Give an accurate time expectation for tests, physician arrival,
and identify / communicate next steps. When this is not possible, give
a time in which you will update patient on progress.
• Explanation: Explain step by step what will happen, answer questions,
and leave a way to contact you, such as a nurse call button or phone
number. Use language a patient can understand.
• Thank You: Thank the patient. You may thank them for choosing your
hospital, and for their communication
Evidence-Based Leadership (EBL): A spino of evidence-based medicine,
EBL is a strategy centered on using the current “best practices” in leadership—
practices that are proven to result in the best possible outcomes. The
“evidence,” in this context, is the data collected from studies that aim to
determine what people really want and need from their leaders.
Hardwire: The process by which an organization, department, team or
individual integrates a behavior or action into the daily operations to ensure
it becomes a habit and is always done.
34
Studer Group Terms continued
Healthcare Flywheel®: A teaching diagram that illustrates the power that
Purpose, Passion, To-Do’s and Results has in creating momentum in an
organization. Studer Group developed the Healthcare Flywheel to help
organizations understand the journey in creating great places for employees
to work, physicians to practice, and patients to receive care.
High-Middle-Lo (HML): A performance management approach for
moving organizational performance, through the use of high, middle and
low performer conversations.
Key Words at Key Times: Key words at key times are consistent pre-
determined messages delivered at certain times in our care delivery to
“connect the dots” and help patients, families, and visitors better understand
what we are doing. They align our words with our actions to give a consistent
experience and message.
Manage Up: Positioning others in a positive light. It is a form of communication
at all levels that aligns your own skills, your co-workers, other departments
and physicians to the goals of your organization. Example: Letting your
supervisor know to attend a celebration regarding achievement of results
or to pass on positive information regarding an area so that they can be
recognized. This makes you and your organization better and aligns everyone
to working on the right goals.
Must Haves®: Specific actions and “to-do’s” common to organizations
achieving exceptional results. These Must Haves® are based on the Nine
Principles® and evolved from the Studer Group partnering with hundreds of
organizations to identify these actions. The Must Haves® are:
Rounding for Outcomes
Employee Thank You Notes
Selection and the First 90 Days
Discharge Phone Calls
Key Words at Key Times, and
Aligning Leader Evaluations with Desired Behaviors
Appendix
35
Studer Group Terms continued
Nine Principles®: A sequenced step-by-step process and road map to attain
desired results and help leaders develop and achieve an excellence-based
culture. The Nine Principles® are truths upon which the culture of excellence
can be built:
1. Commit to Excellence
2. Measure the Important Things
3. Build a Culture Around Service
4. Create and Develop Leaders
5. Focus on Employee Satisfaction
6. Build Individual Accountability
7. Align Behaviors with Goals and Values
8. Communicate at all Levels
9. Recognize and Reward Success
Ownership: The sense of sharing responsibility for the solution as well as the
problem, as in owning a house versus renting it.
Rounding for Outcomes: Communicating with employees, physicians and
patients in such a way that there is a specific purpose to walk away with
specific outcomes.
Service Recovery: Actions taken when customer expectations have not been
met.
Toyota LEAN/Six Sigma Terms
Black Belts: Operate under Master Black Belts to apply Six Sigma
methodology to specific projects. They devote 100 percent of their valued
time to Six Sigma. They primarily focus on Six Sigma project execution and
special leadership with special tasks, whereas Champions and Master Black
Belts focus on identifying projects/functions for Six Sigma.
Green Belts: The employees who take up Six Sigma implementation along
with their other job responsibilities, operating under the guidance of Black
Belts.
Appendix
36
Toyota LEAN/Six Sigma Terms continued
Gap Analysis: Method of comparing the current state with the optimal future
state and what actions it will take to achieve that future state.
Kaizen: A method for promoting small improvements on a continual basis
throughout an organization. A kaizen is a short lived project lasting no
more than four or five days, for example, using quick changeover methods
to dramatically reduce set up time in an operation. It is the opposite of
breakthrough improvements. Kaizen requires no or little investment.
Lean: An approach to improving the delivery of value to customers, through
clarifying value-adding versus wasteful actions; and removing the waste.
Muda: A form of waste typically referring to the seven wastes (Overproduction,
Inventory, Over processing, Correction, Waiting, Conveyance, Motion).
PDSA: Acronym for Plan-Do-Study-Act; Process of developing, testing, and
then rolling out something new.
Root Cause: The originating cause of an event or condition that leads through
one or more steps of causality to the immediate cause (e.g., overwork-
tiredness-accident).
Sigma: One standard deviation away from the mean.
Six Sigma: A set of techniques and tools for process improvement. It
was developed by Motorola in 1986. Six Sigma became famous when
Jack Welch made it central to his successful business strategy at General
Electric in 1995. Six Sigma seeks to improve the quality of process outputs
by identifying and removing the causes of defects (errors) and minimizing
variability in manufacturing and business processes. It uses a set of quality
management methods, including statistical methods, and creates a special
infrastructure of people within the organization (“Champions”, “Black Belts”,
“Green Belts”, “Yellow Belts”, etc.) who are experts in the methods. Each Six
Sigma project carried out within an organization follows a defined sequence
of steps and has quantified value targets, for example: reduce process cycle
time, reduce pollution, reduce costs, increase customer satisfaction, and
increase profits.
Appendix
37
Appendix
Service Recovery
The word recovery means to restore to good health or return to normal.
Service recovery means that we do whatever we can to return the customer’s
good feelings when they’re angry, or have had a problem.
The majority of customers who seem dicult are not choosing to be dicult;
they are frustrated or angry. Our job, as representatives of the organization, is
to turn those tense situations into positive impressions. Our job is to become
so skilled at service recovery that the customer or patient who started out
saying he or she would never come back becomes one who says he or she
would never go anywhere else. The starting point in Service Recovery is
“Taking the HEAT.”
H - Hear them out
Allow the person to vent without interruption.
E - Empathize
For example:
“I’m sure was upsetting/frustrating.
“I’d be upset/angry too if happened to me.
“It must be frustrating/upsetting to see .”
“It sounds like you’re upset/angry about .”
A - Apologize
For example:
“I’m sorry you were inconvenienced.
“I apologize for the situation.
“I’m sorry it didn’t meet your expectations.
“I apologize for the confusion.
“I’m sorry it didn’t work out as expected.
T - Take responsibility for action
For example:
“I’d like to take care of this right away.”
“Let me call my supervisor and get her help.
“Let’s talk about how we can correct this situation.
“If it’s all right with you, I’d like to make a call or two and get back to you
with some options.
“I’ll do everything I can to take care of this.
38
Appendix
Service Recovery continued
Toolboxes: On the main campus, toolboxes are located in the ED; Med/
Surg closet; Administration and South Central Iowa Medical Clinic. You will
find various items, including Corydon Bucks, Gift Shop vouchers, meal and
ice cream coupons for use in the cafeteria. The Clinics are provided with a
supply of Corydon Bucks for their Service Recovery needs. Every employee
is empowered and encouraged to use these items as a tool to help “make
things right.” That is, when a customer is upset in the moment, use the
toolbox item along with your apology. (Service Recovery Toolbox items may
change based on availability.)
For example, if a patient has waited too long, if we have had to reschedule
their test, or if their experience at our facility has been an extremely
frustrating one, you may present a coupon and say, “Mr. Smith, I know this
long wait has been very frustrating for you. Please accept our apology for the
inconvenience and enjoy filling up with gas on your way home courtesy of us.
It is important to remember that Service Recovery is made up of two
important elements. We need to focus not only on the tangible element (the
item that we are giving the customer as a token of our apology) but also the
psychological element.
This means that we don’t just hand them a coupon and hope it works, but
we take the time to focus on our problem-solving (HEAT) skills.
In rare instances, a customer may be someone it seems you cannot satisfy.
If a customer is still not approachable, after you have tried taking the HEAT,
try getting your Team Lead or manager involved. Always, if you feel the
customer is too loud, unruly or threatening, notify EMS for assistance and try
to get the customer to move into a nonpublic space.
Often, if we take the time to get to the bottom of a problem, it is an issue
that we can resolve. When we refuse to take the time immediately, we
lose the opportunity forever. Resolving customer dissatisfaction through
eective service recovery reinforces to customers that your organization is
fully committed to meeting their expectations.
39
Standardization: Act of standardizing work, processes, documentation,
components and materials, and report out activity. An approach to improving
the delivery of value to customers, through clarifying value-adding versus
wasteful actions; and removing the waste.
Value: The aspects of the service or product that the customer is willing to
pay for.
Value Stream: All the activities and steps that occur from the initiation to the
final delivery of a product or a process; can be applied to an overall business
or a specific sub-process.
Other Terms
ARCC:
A – Ask a question
R – Request a change
C – voice a Concern
C – invoke Chain of Command
We each have a responsibility to assure safety in while being respectful. If
you have a safety concern, use ARCC. Be assertive but courteous. This tool
allows you to start with gentle questions and escalate as needed. We owe it
to our patients and each other to question any safety related issues.
Ask a question: The best way to question a safety issue is by starting with a
question: “Can I ask a clarifying question?” or “I just need to clarify
Make a request: “I request we stop for a minute and assess where we
are.”
Voice a concern: Be polite but direct: “I have a safety concern.
Use the Chain of Command: If you still have a concern you feel is not
being addressed, take it up the Chain of Command.
Core Measures: Core Measures are nationally standardized performance
requirements. The measures are based on clinical studies that have
demonstrated improved patient outcomes. The goal is to lower the risk
of surgical complications, lower the risk of mortality and morbidity rates,
and implement healthcare standards that will improve the quality of care
provided to hospital patients.
Appendix
40
Appendix
Other Terms continued
PANDA: Hando eectively using PANDA is to ensure that complete and
accurate information is communicated when responsibility for a patient,
project, or task transfers from one individual to another.
P – Patient, procedure, physician
A – Assessment
N – Need to know
D – Drains and dressings
A – Allergies
SBAR: The SBAR tool provides a framework for concise communication
between members of the team. This tool can be used for critical conversation
and setting expectations.
S – Situation. What is the bottom line, immediate problem or concern?
B – Background Review pertinent information. What do you know about
the concern?
A – Assessment. What is happening now? What are the facts and urgency
of situation?
R – Recommendations. What is next? Suggestions or requests.
Questions
Self-Checking Using STAR:
S – Stop: Pause for 1 to 2 seconds to focus attention on the task at hand
T – Think: Visualize the act and think about what is to be done
A – Act: Concentrate and perform the task
R – Review: Check for the desired result
When you are about to do something that could potentially cause harm to
patients, co-workers or yourself you should self-check using this tool. It only
takes a few seconds and has proven to reduce the probability of making an
error by a factor of 10 or more.
41
Appendix
Everyday Service Toolkit
What We Believe In What We Do
Service Excellence
AIDET plus the Promise:
A – Acknowledge, Eye Contact, Greet
I – Introduce, name and role
D – Duration: How long will take
E – Explanation: Explain the procedure, process, or
situation
T – Thank: Thank for choosing WCHCS, allowing us to
serve you
Promise: Make a personal commitment to engage
personally in delivering Excellence Every Day
HEAT:
H – Hear them out
E – Empathize
A – Apologize
T – and Take responsibility for action
Communication
SBAR:
S – Situation
B – Background
A – Assessment
R – Recommendation
Questions
PANDA
P – Patient, procedure, physician
A – Assessment
N – Need to know
D – Drains and dressings
A – Allergies Department Huddle Boards
42
Appendix
What We Believe In What We Do
Safety
Department Huddles Boards
Include Safety in Departmental Huddles.
Sharing safety stories and messages
Rounding for safety
Self Management
Self-Checking Using STAR:
S – Stop: Pause for 1 to 2 seconds to focus attention on
the task at hand
T – Think: Visualize the act and think about what is to be
done
A – Act: Concentrate and perform the task
R – Review: Check for the desired result
Self Checking: The most eective way to avoid slips
and lapses. It takes only seconds to do and reduces the
probability of making an error by a factor of 10 or MORE!
Teamwork
ARCC:
A – Ask a question
R – Request a change
C – Voice a Concern
C – Invoke Chain of Command
Everyday Service Toolkit continued
43
Appendix
Telephone Etiquette
All WCHCS employees are required to use the WCHCS Standardized Greeting
when answering the telephone.
All departments should answer phones with the following standardized
statement when answering calls made from outside the organization:
• “Thank you for calling Wayne County Hospital and Clinic System, this is
{insert name}, how may I help you?”
• Or, “Thank you for calling the Wayne County Hospital and Clinic System
(Department name), this is {insert name}, how may I help you?”
For all Clinics: use the name of your clinic
• “Thank you for calling Humeston Family Medical Clinic, this is {insert
name}, how may I help you?”
When answering calls made from inside the organization, please use:
• “Department Name, this is {insert name}.” For example, “Laboratory,
this is Felicia.
Greeting the Caller
• Answer the phone within three (3) rings.
• Use a pleasant, caring and sincere tone of voice and an unhurried pace.
• Use the standard greeting outlined above.
Being a Good Listener
• Listen carefully to understand the caller’s words, intent, feelings and
needs.
• Validate what you heard the caller say by repeating it in your own
words.
• When giving information, use easily understood and appropriate
language (e.g., no incorrect grammar, slang, medical terminology or
abbreviations)
• Address the caller’s needs and take whatever action is necessary. Ask
others to help you if necessary.
• Check for understanding and ask, “Do you need any more information?”
“Do you have any more questions?”
44
Telephone Etiquette continued
Placing a Call on Hold
• Always ask if the caller is able to hold, and wait for a response.
“Mrs. Jones, would you mind holding while I research that information
for you?”
• Tell callers why you need to put them on hold.
• Let callers know how long they will be on hold.
• Check back every 30 seconds, give the status of the call, and see if the
caller can continue to wait. If not, ask for the caller’s phone number and
return the call.
• Thank the caller for holding.
“Mrs. Jones, thank you for holding. Ella is still on the other line. She
knows you’re holding and expects to be finished in another minute or
so. Would you like to continue to hold, or would you like me to have her
call you right back?”
Transferring a Call
• Always ensure that callers understand why they are being transferred.
• Ask their permission to transfer and wait for a reply.
• Explain where the call is being transferred and to whom.
• Give the caller the number for future reference, and in case
you are disconnected.
• Give information about the call to the person receiving the transfer.
Remain on the line until a connection is made.
“Hello, Mr. Jones, thank you for holding. I spoke to Medical Records.
They have your chart and will be happy to help you with your concern.
I am going to transfer you. I will stay on the line to make sure you get
through, but let me give you their phone number just in case.
Taking a Message
Obtain the following information and write it down:
- Name of person being called.
- Caller’s name and phone number.
- Time and date of call.
- Purpose of the call.
Appendix
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Restate the message to check for accuracy.
Put your initials on the message.
Make sure it reaches the appropriate person.
Ending the Call
Use an appropriate phrase such as:
“Is there anything else I can help you with today?” “Thank you for calling
the unit.
“If we can be of further assistance, please give us a call.” “Have a nice
day.
“Good bye” (not “Bye-bye”).
Make certain the caller hangs up before you do. This ensures that the
call is over.
For more information, check with your manager for your department specific
policy.
Appendix
THEN
NOW
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Notes
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Notes
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Notes
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Notes
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As a representative of Wayne County Hospital and Clinic System, I agree to
abide by, and be held accountable to these Standards of Excellence.
Signature Date
Extraordinary People, Caring for Extraordinary People
417 S. East Street
Corydon, Iowa 50060
641-872-2260
www.waynecountyhospital.org
© 2017 Wayne County Hospital and Clinic System 06/2017