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July 2003 by Scott Heun, D.C.
From the first
contact with your office via the telephone to the first physical contact you
have with the patient, you are communicating. Are you conveying the right message?
Are you sensitive to the patient’s needs and wants, and are you communicating
in a way that the patient understands? The platform you base your practice
upon will determine your policies, and your clinical direction. As a CBP®
advocate, I know that communication plays a key role in the management of the
patient, from the first visit forward. What you say, how you say it and what
you convey to the patient is critical to the success of the patient’s care. You
do not want to destroy the patient’s opportunity for health and success in
chiropractic care with inept verbal or demonstrative communication. Therefore, you must learn to deal
with patients in a way that they can relate to as well as understand. The Total
Practice Management© (TPM©) approach is to discern the personality style of the
patient as soon as possible prior to extensive interaction in the office. Many authors have written on the
subject of personality and communication. There are many varieties of
categorization and systems on the “Business Section” shelves in bookstores from
coast to coast. However, the book “Personal Styles and Effective Performance”
by David W. Merrill and Roger H. Reid espouses a simple and easily implemented
system which serves our purposes well as chiropractors and health educators. A simple breakdown of the four main
personality styles is as follows: 1. Amiable: Friendly, unassuming and
easily approachable 2. Expressive: Outspoken, the center
of attention, “the life of the party” 3. Analytical: Detail-oriented and
focused upon every aspect of all situations 4. Driver: The individual who is
always right, and only sees the world through his or her own lens. The Amiable and Expressive
personality styles are generally more reactive, and the Analytical and Driver
styles are less reactive. In our application of these principles, we must
realize that in some instances, wherein the patient is in extreme pain or
stressed due to the functional challenges posed by their structural problem(s),
they are in fact responding in an “emergency” situation where these further
categorizations are of importance. The doctor who is sensitive to these factors
has the opportunity to connect with the patient in a way that the patient
understands and thereby, has an advantage in assisting the patient to better
understand the chiropractic paradigm on their own terms. The phone rings. The “Front Desk”
(receptionist, FD) answers: Chiropractic
Biophysics Office, how may I help you? Patient (P): I’d like to make an
appointment to see the doctor. FD: When was the last time you saw
Dr. CBP®? P: I’ve never seen him/her. FD: I need to get some basic
information from you. Will you spell your name for me please? P: J-o-h-n J-o-n-e-s FD: Your street
address, please. P: 123 Anytown,
FD: Mr. Jones, may I ask who
referred you to Dr. CBP®? P: Mrs. Smith FD: Ah, Mrs. Smith, she is a
wonderful person. Would you like to see Dr. CBP® today or tomorrow? P: Tomorrow, if at all possible. FD: Would you prefer a morning or
afternoon appointment? P: Afternoon...late afternoon, if
you please. FD: P: FD: Do you know where we are
located? P: Yes, across from the library. FD: Great, I look forward to meeting
you in person tomorrow at By the end of this call, in which
the Front Desk has used a preprinted form to assist in gleaning the pertinent
information from the patient, the Front Desk has derived an idea of the
patient’s personality style. Obviously, the Front Desk must be trained to
recognize the traits of each of the personality styles and their combinations.
This is a learned skill that the doctor teaches the staff. The patient’s categorization is
entered on the form (An, D, Am, Ex). In most cases, the patient is a
combination of two or occasionally three personality types. The dominant style
is written first (e.g. Am/An is Amiable/ Analytical
and D/An is Driver/Analytical). The New Patient Assistant or the doctor,
depending upon the hierarchical structure of the office, then approaches the
new patient in a mild version of that personality style. This “softer” approach
is used until the personality style is confirmed. Based upon the patient’s
dress, mannerisms, and verbal style, a more thorough assessment of personality
style category is achieved. All this thus far, is to prepare the
doctor for creating a better first impression with the patient and to make the
patient feel more comfortable. Once confirmed, communication with the patient
can proceed in a much more efficient way. “Take the problem out of their back
and put it into their life.” A simple concept.
However, to fully address the effect of the individual patient’s problem, the LifeImpact Points© must be explored during the initial
consultation. This information is simply noted. No teaching or additional
comment is offered at this point in the process. Personality style awareness
and mirroring is critical. The four basic categories to explore are: 1. How the patient’s pain and or
disability is impacting their ability to work. 2. How the patient’s symptoms are
affecting their ability to play or participate in hobbies or recreational
activities. 3. The effect this condition has on
the patient’s relationships with spouse, family members, co-workers and/or
clients. 4. How the pain or condition is
affecting the ability to perform household chores. The art of this “Socratic Method” of
questioning is one of a number of skills which are part of the TPM© coaching
program. These techniques are utilized in The 5 Minute Report of Findings©, MicroReport© and MicroReferral©
as well. After obtaining the ever critical LifeImpact Points© from the patient and creating a positive
first impression, the postural, ortho/neuro and
radiographic exam can be completed. The 5 Minute
Report of Findings© can then proceed. By now, you realize that all the
information gathered up to this point has, in a way, been to set the stage for
you to present this most critical information to the patient in a way they can
understand. It must be delivered in a simple, concise way that is sensitive to
personality style in order to be most effective. This is not a sales job. It is
an honest presentation of facts and options for dealing with the problem the
patient presented to you. The patient wants to know the
answers to five questions, which they will not always ask; yet you must always
anticipate them and answer them by default. 1. Did you find out what is causing
my pain or what my problem is? 2. Can you help me? 3. What are my options for dealing
with this? 4. How long will this take and how
much of my time is involved? 5. How much does it cost? And does
my insurance cover this? With the “Analytical” you might
choose to use more references to details, numbers, percentages of loss of curve
and the like. With the “Driver” you are best to be straightforward and avoid
generalities. The “Amiable” will want you to be “soft” and caring in a
demonstrative way, and not to emphasize the severity of the condition. The
“Expressive” will be even more sensitive. Generalities are often best in order
that you not alarm them or stimulate their “more reactive” nature. This is not a time for education,
rather a time for presenting options to the patient which focus upon the simple
questions posed by the initial examinations performed. The LifeImpact
Points© will often become important here for purposes of focus, prioritization
or reprioritization by the patient. You may need to reiterate the patient’s
subjective complaints and their effect upon their work, play, and
relationships. Remember, take the problem out of their spine and put it in
their life, so to speak, in order that they avoid minimization of their
problem. Remember also that there may be a bit of stress associated with this
report of findings due to the necessary sensitivity to personality style and
the patient’s body language and attitude. The patient ultimately decides upon
a course of care once presented with the options you have derived from your
Chiropractic Platform©. You will, in every encounter with
the patient, employ his or her personality style. When you adjust, the MicroReport©, success will hinge upon your ability to
communicate in the patient’s Personality Style and ultimately your overall
versatility in dealing with multiple patients and multiple personality styles
during the day. This article is in no way intended
to make you an expert in the art of patient communication. It only serves to
emphasize the importance of these skills to the overall care of the patient in
a CBP® office. The patient will never give you the opportunity to help them if
they do not understand why they need to stay with you after their pain is gone.
You need every possible advantage in communicating with the patient to
encourage them to stay the course with their care to achieve the structural
changes desired. The art of patient communication is one way to “stack the
deck” in your favor to help more patients regain their health with chiropractic
care. Utilizing these techniques every day in practice has helped me to deliver
much better care to my patients. I am sure your practice will benefit as well
with diligent attention to this important skill. I read the book “Personal Styles and
Effective Performance” a number of years ago. I found it to be a good
foundation for understanding personality style effective communication.
However, for a comprehensive presentation of this vital subject, specifically
applied to chiropractic practice, I suggest you attend the TPM© seminar
“Functional Philosophy, Retention and Communications.” TPM© can be reached at
608.462.4000.
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