12 Ways to Supercharge Your Practice in 2012: #5 Create a Patient Advisory Board


Call it an Advisory Board, a Focus Group, a Patient Board or Patient Council. Whatever you choose to call the group of patients you meet with regularly, you need to have a group of patients you meet with regularly.

Why start an Advisory Board?

  1. You need to turn disgruntled patients into fans, and asking them to help you improve the practice is a great way to do it.
  2. You need to have conversations with patients. Not patient satisfaction surveys, but real conversations about what patients like and don’t like about your practice.
  3. You need to find patients who are connected in the community who can gather other patients’ opinions for you, and can send a positive message about your practice back into the community.

How do you start an Advisory Board?

  • Budget for the new Advisory Board. Have name tags made for Board members. Have lunch (nothing fancy) at every meeting. When they leave the Advisory Board, present them with a plaque and a gift. Have a special thank you lunch (fancy) once a year for the Advisory Board.
  • Have the staff keep a continuous list of patients they think would be good for the Advisory Board.  Naysayers, Question Askers and Perpetual Devil’s Advocates are all good choices. That one patient (or two) you couldn’t do anything right for. Don’t forget parents or children of patients, caregivers and spouses.
  • Set a standing meeting date and time for the Advisory Board. The third Thursday of every month at noon. The first Tuesday of every month. Send invitations and/or emails for each meeting.
  • Take minutes and keep an issues log. Get answers for questions. Provide Board members with written records of the meetings.
  • Invite staff members to attend the Board meetings on a rotating basis. Make sure staff have the opportunity the introduce themselves (everyone should introduce themselves at every meeting) and tell what they do in the practice.
  • You may need to experiment with physician attendance and participation in the Board meetings and gauge if the physicians’ presence is detrimental to open communication. You may be able to introduce a physician into the group after the Board has meet several times and everyone feels comfortable. Physicians can take turns attending Board meetings.
  •  You may get to a point when all the pithy issues have been addressed and the conversation doesn’t fill the Board meeting agenda. This is the time to start introducing short programs on new practice services, new physicians, or special topics you want the Board’s input on.

What is the right size for an Advisory Board?

Start with 12 people. Not everyone will come to every meeting, and some will probably drop off due to other commitments. If you target 12 people, have 10 stick with it and 8 people attend most meetings, it will be about right. If it isn’t, you can expand or shrink the number by inviting more people, or not filling vacant spots. Don’t forget to set a service term that you can exercise if you need to.

What can go wrong with an Advisory Board?

  • One Board member monopolizes the conversation. Solution: start the meeting with a roundtable and make sure everyone else gets to speak before the monopolizer.
  • The conversation never seems to get started. Solution: add one or two very conversational members to the Board. If you have a popular, bubbly staff member, have them attend the Board meetings and coach them to promote conversation.

What else can an Advisory Board do?

  • Make videos about their experience as Advisory Board members for you to post on your practice website.
  • Act as volunteer greeters in your reception area.
  • Test-drive services or products.
  • Recruit new Advisory Board members.
  • Review patient education materials.
  • Write posts for your practice blog.
  • Advise you about practices and hospitals you referred them to.
  • Your ideas here!


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