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Remarks


Personality Profiling
Understanding your employees’ personalities—and your own—can help you manage your practice effectively.

By Scott Beckett   Published September/October 2006

Have you ever had an employee in your medical office about whom you keep thinking, “She is pretty efficient at ‘this,’ but she can’t seem to grasp ‘that’?” When you hire someone, you would like that person to perform 100 percent of her duties well since you are paying 100 percent of her salary. If every employee is 100 percent efficient, then your office is 100 percent efficient. Perhaps when you consider employees’ personality profiles you can better engage them in the tasks they both enjoy and can perform efficiently.
 I am not going to try to tell you what personality profiling is. As a physician, you are probably more aware of that than the rest of the population. I am going to discuss how you can use personality profiling to benefit your relationship with your employees and make your office more efficient.
 In my position in sales, I try to bring the basic DISC system into play in all my personal interactions with clients, business partners, and co-workers. If you have the ability to quickly assess the personality and current mood of patients and office staff, would it not improve the interaction? What I am referring to is basic, quick interpretive thinking and not a time-consuming practice.
 You are probably familiar with DISC, but allow me a few minutes to set all this up. Originated in the late 1920s by Professor William Martson of Harvard University, DISC has been extensively enhanced and is now one of the most widely accepted assessment tools in use today. It is also relatively easy to apply compared with other assessment types. The four prominent personality types are:

D -  dominating
I -    influencer
S -   steadiness
C -   compliance

 Now, how you might apply this to working with your patients is potentially a huge subject we could discuss for weeks and months. Since you may not want to stay with me quite that long, let’s just concentrate on applying this to your staff in your medical office. When your staff is in harmony, your patients are treated well and your day goes a lot better.
 First, as I mentioned, I am in sales and not an expert in personality profiling. It is simply a practice I use daily. You can certainly bring professionals into the picture if you wish. It is a philosophy you can expand however you see fit. Understanding your own personality type and the types of people you work with on a daily basis is imperative if you wish to create a successful business model. Hiring people who are not truly interested in and suited for the job can be very expensive and encourages turnover. We must not only select individuals who serve a need and work harmoniously with other individuals, but also draw out of their duties a sense of satisfaction and a feeling they are reaching their full potential. This diminishes turnover.
 Now let’s see how DISC can work. A lot of you, being physicians, will probably be in the high “D” category. You are going to be the driving force for everyone else—the quarterback for your team—the chief. You are innovative and organized and want quick results. You want everything abbreviated because you have the ability to quickly assess a situation and make a rapid decision. You change your mind very infrequently. These are also qualities of some top producing sales people.
 I worked with a physician who had two “Ds” on his staff. It was an office with six staff members and, while both of these Ds performed efficiently, they were often butting heads with each other. This did not promote harmony in the office. A third employee quit before the doctor had a chance to correct the situation. Although the Ds have outstanding qualities, they have to be tempered with the understanding that “Rome was not built in a day.” Just because something has been discussed does not mean it is going to happen. High Ds often need a little more patience and better listening skills. They also need to realize everyone around them is frantically trying to keep up with the pace they have set. If you recognize yourself in this description, then being a little friendlier and complimenting your staff when things are well done will help in gaining their trust and support. They will feel more comfortable coming to you with new ideas or problems they may have.
 The high “I,” or the influencer, is a very social person. He is charming and upbeat with loads of team spirit and is instinctively a great communicator. This is the person who is motivated by popularity and acceptance. Think about putting a high I in patient contact, especially in the initial contact phase. Lots of interaction will fill their social needs. But be careful; these same social activities may interfere with progress in the office. You may have to curb too much time spent on the phone chatting. The high I typically lacks organizational skills and will need guidance from the high D on your team. If these people have a defined system to work within—one they understand and can embrace—they will be a joy to have in the office.
 Another physician client of mine, who is also one of my personal doctors, has a receptionist whom I’ll call Edith Bunker (Archie’s wife on the sitcom “All In The Family” for those of you old enough to remember) because I think of that character every time I visit. “Edith” never has a bad day and every patient loves her. She is concerned about each individual and her sincerity is obvious. She often bakes these great chocolate chip cookies for her coworkers and the patients. Now, my doctor has spoken to her about the health aspects of this activity but when she does not bring them in for a while the patients start complaining and he ends up acquiescing. This doctor is great and I like him very much but I believe, if you took a poll, the patients would not ever think about going anywhere else because they enjoy seeing Edith at the front desk.
 Now, the high “S.” The high S person is noted for loyalty. These are the Indians that every chief needs. These are the team players. These are the people who have an amazing ability to add a personal touch that sets the team apart from the competition. As long as the high S has a clear understanding of the business model, they will carry it out with extreme devotion because they crave a stable environment. This person is usually good in middle to upper management and a personality type you may want to run your office. They typically act as an extension of the leader. The office manager in the office I mentioned above is like this. My doctor has a brief weekly meeting with her to make sure he knows what is going on in the office and discuss any issues she may have. He recognizes the very important point that the clinical side of running a practice is only a percentage of what makes him successful. So, as long as you (the leader) set the right example and create the right model, the high S will keep your office running like a Rolls Royce.
 High S individuals do have a need to be recognized for their loyalty. Now, there are a few things to remember. If a high S has a disagreement with others on the team, watch out. They are inclined to hold it inside since they do not like conflict or sudden change. This is when you may need to get involved to resolve the issue because S people do not want to create waves. They can sweep things under the rug until they reach a boiling point and then you have a problem.
 Finally, the high “C.” These are the analytical problem solvers of the world. They border on being compulsively meticulous and you may be smiling right now because you are reading about yourself. High Cs have the ability to offer creative solutions to complex problems because they deal well with facts and calculations. They are also inclined to focus so much on the hard data they can omit the human factor. They can over-think the issue and make a mountain out of a molehill. When you have a task or problem that needs close attention to detail, the high C will strive for perfection and set an excellent example for the rest of the team. You may find the attention to detail slows things down too much, especially if you are that high D we discussed first. The high C can drive you crazy if you have to work on something together because they move at a snail’s pace. Someone with this personality would be perfect at operating and maintaining your billing and collection procedures. They will be accurate and make sure everything happens within the appropriate time frame. Since they are bound to have contact with other human beings, be careful they do not sacrifice some communication skills because they are concentrating too much on the numbers or the time frame.
Almost everyone is some combination of these personality types with dominance in one area. I believe if you keep DISC in mind when you are looking at your current staff or staff members to hire, you can identify the tasks that need to be done daily and the right people for those tasks. Having this familiarity can also allow you to have team members who work well together. You would like to concentrate your energy with your patients and have your support staff perform their responsibilities with care and efficiency. You can help your staff operate smoothly with you, with your patients, and with each other. g

Scott Beckett is a senior vice president and mortgage consultant with a large mortgage banking company where he specializes in working with physicians and the health-care community. He is a consultant member with the American Society for Healthcare Human Resources Administration (ASHHRA). Scott can be reached at scott.beckett@suntrust.com.

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