The document discusses using psychographic data and consumer marketing strategies to personalize patient engagement for hospitals. It outlines how psychographics can provide deeper insights than demographics alone to tailor the patient experience. Segmentation models are presented that identify different patient types based on attitudes, values, and behaviors. Consumer industries effectively use psychographics to differentiate products and experiences. The presentation recommends hospitals apply similar approaches to understand different "moments of truth" for patients - when choosing and using hospital services - to improve engagement and outcomes. Case studies show personalized engagement through the PatientBond platform reduced readmissions rates and saved money.
3. Learning Objectives
• Identify the drivers of hospital and health system
choice among patient types
• Apply consumer industry methods to drive
breakthrough business results
Upfront Healthcare Services, Inc.
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Agenda
• News on PatientBond/Upfront
• Psychographics
• Consumer Industry approach to
understanding consumers/patients
• 2022 market research results on
drivers of hospital choice
• Q&A
5. PERSONALIZED NAVIGATION
& CARE TRAFFIC CONTROL
RETAINS EXISTING patients augmented
by psychographics
Upfront with PatientBond
acquire & retain all patients
through personalized
engagement and navigation
DIGITAL FRONT DOOR
How the health system
ACQUIRES NEW patients
● Urgent Care
● ED Conversion
● Psychographic
Provider
Recommendation
CONFIDENTIAL INFOMATION
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Psychographics & Behavioral Science
Focus: Psychographic data and segmentation to tailor the
patient experience and increase patient activation
Design & Content Studio
Focus: Compelling patient-facing content to
drive behavior change
Healthcare Transformation
Focus: Healthcare and market context to inform best
practices, partnerships, and thought leadership
A cross-functional institute achieving best in class patient activation outcomes through data science, content and design, and healthcare transformation.
Bartosch Patient Activation Institute
Analytics & Data Science
Focus: Data products to generate insights, drive
optimization, and support thought leadership collateral
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Psychographics
Behaviors
Demographics Superficial Insights
Age • Race • Gender • Income • Health • Condition
Intermediate Insights
Habits & Practices • Product & Service Utilization • Claims
Deep Insights
Attitudes • Values • Beliefs • Personality • Motivations
Healthcare Consumer Segmentation
Demographics and behavioral data are important, but psychographics uncover the “WHY”
Deeper
Insights
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Why Psychographics?
Because Traditional Methods Like Demographic Segmentation are Not Enough
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Psychographics Used Extensively in
Consumer-Centric Industries
• GEICO's share expanded by 0.9
percentage point as its written
premiums surged by 16.1%
• Porsche achieved 35% sales
increase of 911 in first 2 months
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Psychographics Get Beyond “One Size Fits All”
Patient Activation
Who is the
patient/consumer?
Demographics, socioeconomics,
health condition
What are their behaviors?
Utilization, claims data
Why are they doing
what they do?
Psychographics: Attitudes,
Values, Motivations
How do we influence
their actions?
Communication & Channel
preferences
16. Perfected Over 20 Years of Research and Implementation
Upfront Psychographic Segmentation Model
17. Primary Care
Emergency Room
Hospital
Urgent Care
• Whether have or not
• Frequency of visits
• Desired characteristics
Specialists
• Whether have or not
• Frequency of visits across
different types
• Ever visited/Overnight
• Factors driving choice of hospital
• Social Media
• Research
• Feedback
• Influences on perception of
hospital
• Satisfaction with aspects of hospital
stay
• Customer Service
• How prefer to engage
• How to improve
• Use and perceptions of:
• Portal
• App
• Website
• Reasons visit
• Frequency of communication
• Preferred methods of
communication
• Willingness to have procedure at
non-hospital facilities
• Frequency of visits
• Reason for visits
• Maximum distance
willing to travel
• Reasons for
choosing
• Walk-in or
appointment
• Check-in
preferences
• Maximum time in
waiting room
• What makes for a
good waiting room
experience
• Desired services
• Use versus Primary
Care
Social Determinants
of Health
• Support
• Access to care
• Access to healthy
factors
• Barriers to care
Telehealth/
Technologies
• Virtual Care
• Preferred interactions
• Confidence with Tech
• Types of apps used
• Websites visited
Insights across
the Healthcare
Ecosystem
24. Emergency Room
There is a significant opportunity to convert these
patients to Primary Care and other Service Lines
25. “
Our goal is to delight consumers at two
‘Moments of Truth’: first, when they
buy a product, and second, when they
use it. To achieve that, we live with our
consumers and try to see the world
and opportunities through their eyes.
At P&G the CEO is not the boss-the
consumer is.
A.G. Lafley, CEO of P&G
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34. Facebook 78.3% 79.4% 81.8% 70.0% 57.1% 79.0%
Twitter 55.2% 52.9% 18.2% 50.0% 28.6% 59.7%
TikTok 35.7% 27.9% 18.2% 50.0% 14.3% 39.8%
Yelp 15.9% 13.2% 27.3% 10.0% 14.3% 16.6%
YouTube 63.2% 51.5% 45.5% 60.0% 28.6% 70.2%
Used hospital social media prior to stay
National Rep
Sample
Self
Achievers
Balance
Seekers
Priority
Jugglers
Direction
Takers
Willful
Endurers
Social Media Apps/Sites Used to Choose a Hospital
(among respondents who used hospital social media prior to overnight stay)
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0%
10%
20%
30%
40%
50%
60%
Willful
Endurers
Self
Achievers
Priority
Jugglers
Balance
Seekers
Direction
Takers
Visited Hospital's Website to Help Choose
Hospital Prior to Overnight Stay
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Top Reasons for Visiting a Hospital Website
“Find a doctor or other healthcare provider” is #1 for all segments
38. Self Achievers and Willful Endurers are More
Likely to Visit a Hospital Website to:
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Geo-Targeting Messages by Segment
Best
Cardiac
Care
Walk-In
COVID
Testing!
No
Appointment
Needed
Highest
Ranked in US
News & World
Report
Top Rated
Doctors
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How could interactions with Hospital
Customer Service be improved?
1. Enable me to interact with a human
Customer Service Representative more
quickly without having to press a series of
steps/buttons on my phone
2. Shorter wait times to interact with a
Customer Service Representative
3. Customer Service Representative is
knowledgeable about my plan/benefits
47. Significantly Reduced All-Cause Readmissions
Pre-PatientBond
Readmissions Rate
Post-PatientBond
Readmissions Rate
Reduction in Rate
First 3 Months’
Savings*
48. Patient/Provider Match
Agree: I want to be matched with a physician who matches my personality
style and has similar attitudes and approaches to healthcare