Self-Directed Mystery Patient Visits


A mystery patient assessment is the ideal strategy to help your organization dig beneath your survey scores.

We work with you to design a customized assessment checklist that tells mystery patients what to look for when they visit your practice – from the appointment call, to check-in and nurse/medical assistant interactions, to the provider encounter, to the business office – all the way to check-out and departure.

Some clients opt for an alternative to professional mystery patient shopping and use their own patients who function as "mystery shoppers." These Patient Experience Assessment"self-directed mystery shoppers" undergo a scheduled appointment and report on their experience using a customized checklist. Self-directed mystery patient visits help guide patients' attention to key aspects of their care experience. These range from wearing name tags to the closing remarks made by the nurse at check-out.

Key advantages of our "Self-Directed Mystery Patient" program include:

  • The ability to direct the focus of patients to key aspects of their appointment
  • Internally managed for convenience and logistical ease 
  • Standardized checklist offers trending over time
  • Online reporting for immediate results once a patient completes their pre- and post-visit questionnaires
  • HIPAA compliance ensured

Would you like to bring in professional mystery shoppers instead? We can help!

Want to assess your telephone staff etiquette? Our mystery callers can help. Learn more here!