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How To Conduct Healthcare Customer Experience Research & Why It Matters

doctor and nurse discussing customer experience in a healthcare setting

Healthcare experience research is about more than collecting opinions.

It turns patient, member, and provider feedback into decision-ready data that improves outcomes, operations, and loyalty. And in a market where reputation, trust, and regulation all matter, understanding the experience of care is a strategic lever, not a nice to have.

In this post, we will cover what healthcare experience research looks like, why it matters, what to measure, and the methodologies that deliver the strongest insights, along with how our team helps brands move from insight to action.

Turn patient feedback into clear priorities with a custom healthcare experience study.

What Is Healthcare Customer Experience Research?

Healthcare experience research is designed to measure how patients, members, caregivers, and even providers perceive their interactions with a healthcare brand. 

It goes beyond basic satisfaction surveys by systematically collecting and analyzing data across the full journey of care.

In our work with health systems, we typically focus on two layers of insight:

  • Quantitative benchmarks. Measures like Net Promoter Score (NPS), satisfaction ratings (CSAT), and customer effort scores (CES). These show how you are performing overall and by specific touchpoint.
  • Qualitative context. The “why” behind the numbers. Open-ended responses, patient stories, and interview themes that explain what is working, what is broken, and how people feel about your organization.

When these layers are connected, leaders do not just see what people think. They see why they feel that way and what to do next.

For healthcare brands, customer experience research often spans multiple touchpoints, such as:

  • Access and scheduling
  • Front-desk interactions
  • Clinical encounters
  • Discharge and follow-up
  • Billing and financial experience
  • Portals, apps, and other digital tools

By mapping feedback across the patient journey, organizations can pinpoint specific gaps, compare performance to peers, and prioritize improvements that have the greatest impact on trust, outcomes, and loyalty.


Why Healthcare Customer Experience Research Matters

The primary goal of experience research is to help healthcare organizations see their services through the eyes of patients and members. This means turning anecdotal stories into structured, repeatable insight.

In our studies, we often see three big benefits:

1. Stronger loyalty and retention

Experience research clarifies what patients value and what drives them away. 

For example, we frequently see that “small” friction points, like confusing billing statements or difficult appointment scheduling, create outsized dissatisfaction. 

When leaders see this in the data, they can target the exact process changes that will reduce churn and keep existing patients in the system.

2. A streamlined patient journey

Experience data also helps streamline the end-to-end journey. 

When we analyze survey results or interview transcripts, patterns typically emerge around bottlenecks such as:

  • Long hold times when calling the office
  • Limited appointment availability
  • Confusing online forms or portal navigation
  • Poor coordination between primary care and specialists

By fixing these pain points, organizations reduce effort for patients and staff at the same time.

Recommended Reading: Patient Journey Market Research: Enhancing the Healthcare Experience

3. Better outcomes and a stronger reputation

The benefits of improved customer experience go beyond “nice” scores on a dashboard. 

Studies link positive patient experience to better clinical outcomes, stronger adherence, and key financial indicators. 

Over time, organizations that invest in experience tend to see higher retention, stronger word-of-mouth, and a reputation that makes recruitment and partnership easier.

If you are responsible for patient experience, quality, or safety, this is the kind of evidence that helps secure internal buy-in for change.

Ready to fix experience gaps with data, not guesswork? Explore a study.

What To Measure In Healthcare CX Research

Healthcare market research works best when it focuses on a clear set of metrics that reflect both the rational and emotional sides of care. 

In our healthcare projects, we typically recommend starting with the following areas.

Satisfaction across key touchpoints

Satisfaction can be measured in several ways, but one of the most common tools is CSAT (customer satisfaction). 

These questions ask patients how satisfied they are with specific aspects of their experience, such as:

  • Scheduling and access
  • Communication with providers and staff
  • Wait times and in-facility experience
  • Billing and financial interactions
  • Digital tools like portals and telehealth

The goal is not just to get a single “overall satisfaction” number. It is to see where your experience is strong and where dissatisfaction is concentrated.

Loyalty and likelihood to recommend

Loyalty is often measured with Net Promoter Score (NPS), which asks whether patients would recommend your organization or stay with your brand. In a healthcare context, NPS is a helpful lens on long-term relationship health.

In our experience, tracking healthcare NPS by service line or location is especially powerful. It allows leaders to see which teams are creating strong advocates and where additional support or training might be needed.

I recommend watching this video for more insights into NPS.

Effort and ease of doing business

Effort, measured using customer effort scores (CES), tells you how hard it is for patients to complete key tasks, such as:

  • Booking or rescheduling appointments
  • Getting test results or information
  • Resolving billing questions
  • Navigating referrals and authorizations

Low effort is closely tied to higher satisfaction and loyalty. When we review CES data, it often points to the most actionable opportunities for process redesign.

Trust, communication, and perceived quality

Trust and perceived quality are harder to measure, but they are central to healthcare experience. Common question themes include:

  • Confidence in providers
  • Clarity of explanations
  • How well patients feel listened to
  • Perceived safety and respect

These measures are often tied directly to how patients talk about your organization with family and friends.

Use a tailored CX study to understand expectations across patients, members, and providers.

How To Turn Healthcare CX Data Into Action

Collecting CX data is only the first step. The value comes from how it is interpreted, communicated, and applied across the organization.

Here is how we typically move from insight to action in healthcare projects.

1. Turn raw data into clear insights

We start by analyzing survey scores, focus group themes, and interview findings together. The goal is to identify:

  • The key drivers of satisfaction, loyalty, and trust
  • The biggest pain points by service line, location, or population
  • Any meaningful differences by demographic or condition

In our reports, we focus on a short list of priority insights rather than overwhelming leaders with every possible cross-tab.

2. Benchmark performance and identify gaps

Next, we benchmark results against industry standards or competitor sets when available. 

For healthcare organizations, this step can:

  • Confirm where you are leading the market
  • Highlight areas where you lag behind peers
  • Provide context for executive-level goal setting

This is often the point where a CXO or VP of Patient Experience can build a compelling narrative for investment and change.

3. Connect insights to specific recommendations

The most important step is translating insights into actions that teams can actually implement. 

For example:

  • If patients report difficulty booking appointments, the recommendation may involve upgrading online scheduling, extending hours, or simplifying phone trees.
  • If billing clarity is a recurring pain point, we may suggest redesigning statements, improving payment portal usability, or adding financial counseling touchpoints.
  • If trust scores are low in a particular service line, we might recommend communication training or changes in provider-patient touchpoints.

Every recommendation is tied directly to the research findings so leaders can act with confidence and measure impact.

4. Build a repeatable measurement framework

Finally, we help healthcare brands design ongoing measurement, not just a one-time study. That might mean quarterly pulse surveys, post-visit feedback, or longitudinal tracking of NPS and CES. The goal is to make experience data part of continuous improvement, not a one-off project.


Contact Our Healthcare Customer Experience Company

Our team at Drive Research designs and manages healthcare experience studies from end to end, including methodology selection, survey and discussion guide design, fieldwork, analysis, and executive-ready reporting. 

We translate complex feedback into clear priorities, data-driven recommendations, and practical next steps your teams can own.

Ready to explore a project for your organization? Request a quote today.