Physician Liaisons: Balancing Time & Data
The role of a physician liaison is no easy task. Not only are physician liaisons required to be great listeners, but they must also be strategic in their outreach efforts as well as highly informed and consultative. In an ideal world, you could clone yourself and send 1 of you to do the relationship outreach with physicians and the other you could stay at your desk pouring over data and spreadsheets. However, the reality is there is only 1 of you, and being in 2 places at the same time is not a luxury you have. How do you dive into data analytics, while also maintaining a hectic schedule of outreach to providers? Here are 5 time management tips to help physician liaisons strategically use data, maintain relationships, and manage a 40-hour workweek:
1. Get Friendly with Data
Data can be an incredibly helpful tool, but much like doing research online, 15 minutes can turn into 4 hours. Whilst you may not have the title of “analyst,” it is important that you understand data. Especially because data is an executive’s favorite thing to review. Physicians and healthcare executives are smart and very good at absorbing lots of detailed information quickly. They are also human beings, and smart people love to poke holes in data, particularly when it doesn’t match what they ‘know’ to be true. Don’t set yourself up for failure.
Use data to:
- Find an example of where your external claims data tells a story of what your organization already knows (e.g. an employed provider is sending all of their referrals within the health system)
- Share something that is surprising/new (e.g. your competition has far greater market share with a specific referring provider you “know well” than you thought)
- Inform/validate where you will direct your activities
- Help identify potential sources of the issue (especially if a metric is unexpectedly declining)
- Identify providers most likely to be receptive your message
- Find directional patterns of referrals for employed, affiliated independent & competitor physicians
P.S. If all this data talk made you nervous, remember — data can’t replace interactions with people. People make referral decisions, and they refer to those they like and respect. Building relationships is key. Your market awareness and field experience are invaluable to your organization. If you’re a traditional physician liaison, focus most of your time there. However, remember, claims data can complement the great work you’re doing in the field.
2. Map Your Route & Prioritize
Wisely plan your time and map out your meetings for the week. If providers and their calendars are too swamped to schedule a meeting on a Monday morning or if they’ve transitioned to meeting-free Friday afternoons in the summertime, allocate that time to when you’ll be at your desk doing data analysis. The data analysis in step one will help you know which physicians you should be spending your time on based on who is highest referring to lowest referring.
3. Work Smarter, Not Harder
The hours in a day don’t change but leveraging technology can certainly help you get more out of those hours. I recommend you onboard a physician relationship management solution (PRM).
Using a PRM to record your activity helps you share the narrative of fieldwork efficiently versus transposing information from hand-written notes, appointments in your Outlook calendar, and merging Excel spreadsheets of information.
Additionally, being able to marry activity tracked in a PRM with internal data can help you demonstrate return on investment (ROI) of liaison outreach activities. This takes something that otherwise feels rather relatively subjective and converts it to an objective measure of results: X activity generated Y increase in new patients, revenue, or whatever metric is of highest priority to your organization. When advocating for non-clinical resources in the tight-budget healthcare setting, focusing on the bottom line can make it clear to your stakeholders that your work is essential for the long-term success of your organization.
4. Reporting, Keep It Simple
If you’ve made it this far you might be feeling overwhelmed, take a breath, relax, and keep reading. As I mentioned in number 3, stakeholders want to see that your work is vital to the bottom line.
You could spend weeks upon weeks generating a report, only to find when you go to present your findings to your stakeholders, that the information is out of date or inconsistent with the questions your audience is interested in.
Some examples of tracking reports include:
- Monthly referrals by referring physicians
- Number of visits per week to referring physician offices
- Number of meetings facilitated for practice MDs with referring physicians
- Number of issues created & resolved
- 1 more reason a PRM is invaluable to your process, it can help generate enthusiasm for your efforts
5. Collaborate with Leaders
It’s always a great idea to have stakeholder engagement and ongoing open communication throughout your development planning. It’s best to choose one leader in your organization to align your work with on a pilot project with a specific topic for analysis.
This partner ideally will be someone who knows their service line and their competitive market extremely well and can help you integrate their internal market intelligence with the insights you are able to pull from the claims data. An analysis done in this manner will garner far more traction within your organization than any analysis done “in a bubble” with data alone. If that argument wasn’t convincing enough, according to a survey by Barlow/McCarthy 49% of physicians surveyed stated, “Having influence and a direct connection with the CEO and c-suite is an important attribute from physician relations.
Interested in learning more about how a PRM can help balance a physician liaison’s data and time? I’d love to chat! Schedule some time with me to learn more — I look forward to connecting!
Tool Kit — Physician Relations
PRM Adoption Best Practices
Whether you’re already using a PRM platform or considering one, this toolkit offers key insights to help you secure buy-in and optimize your system. With best practices, essential features, and practical tips, you’ll have the tools to effectively implement and maximize your PRM solution for stronger physician relationships and better engagement outcomes.
Demo — Physician Relations
An Inside Look at Marketware’s PRM Platform
Explore our healthcare-specific PRM and analytics platforms designed to help you plan, track, and measure liaison activity across key growth initiatives. With powerful business intelligence, seamless data integrations, and dedicated support, our platforms provide the tools you need to drive better physician engagement and demonstrate ROI.
Enter your email below to join Marketware’s community of healthcare professionals & thought leaders for the latest tips, trends & best practices!