5 Organization & Productivity Tips for Physician Liaisons

5 Tips for Organization & Productivity Within the Life of a Physician Liaison

The role of a physician liaison now requires a much greater focus on building strategic relationships and creating a partnership over just checking off visits. Below are a five tips to assist physician liaisons in organization of their day and to increase productivity within their ever-expanding role:


Rank & Prioritize Activities for Targeted Physicians

Targeting Physicians
While building relationships is key to advancing a liaison’s impact, physician referrals are a top component of ROI. Focus should be placed upon a few physicians rather than trying to juggle all at one time. Through discovering who your key players, top performing, or underperforming physicians are, efforts can be clearly guided to create efficiency. Leakage can be discovered as well as managed faster, relationships can be further developed where need be, and efforts can be more impactful.

Rank & Prioritize Activities
All tasks and projects should have a determined priority level as well as a set date of completion to further accountability and organization. Utilizing a platform that aides in relationship management allows liaisons to set checkpoints and tasks within numerous goals or projects, set due dates and reminders by physicians or practices, and add new activities then track as they happen. A digital relationship management platform upkeeps organization to further efforts in an efficient manner.


Know Your Team

According to Becker’s Hospital Review, “An ideal liaison is a team player who can establish and maintain connections.” Knowing the abilities and qualities of each individual team member will allow you to involve and assign other members of your outreach team to better manage an overwhelming amount of tasks. With a digital relationship management platform, you can add different team members to tasks and create profiles for physicians to better build physician relationships throughout your team. Liaisons should also be mindful of teaming with managers and department heads to better address physicians’ concerns and build team relationships.


Get Strategic With Time

Partnering with our point of focusing the most amount of time and energy into top performers and underperformers, creating efficiency through everyday strategy will determine whether your efforts produce ROI. Brainstorm strategies that can create efficiency with your team and implement these efficiencies in your team’s everyday lives. For example, you and your team could utilize a digital relationship management platform to build out the most efficient roadmap for your physician visits — shedding off hours of time within your daily commute. It is this innovative thinking that will show your department leader(s) your hard work to ensure a stronger impact on your daily efforts.


Measure Your Performance

The ability to track and communicate the impact of specific efforts is just as important as developing a growth strategy. When reporting back to managers and senior leaders, providing a detailed report of your efforts will create a clear path of communication of your importance to the team or hospital organisation. Measuring notes and checking your progress religiously will aid in staying on top of creating this clear communication. Furthermore, notes and descriptions should be gathered on each task. Cost management and expenses should be tracked as well. 


Source Data

When generating reports to present to your leaders, it’s important to find ways to use data to tell your story. Without data, health systems and medical groups lack insights needed to fully grasp their referral base. This leads to unreliable development plans, network connections, and physician alignments — ultimately, limiting growth. Using available field intelligence, internal, and external data to generate impact reports allows a strong growth strategy to be developed as well as create that clear path of communication to leaders.

Internal Data
Your team can utilize internal data as their starting point since it is the most cost-effective data to access. This data will most likely highlight procedural and referral trends to help your team determine your most important business and procedures, key players, patient pipelines, and furthering the development of relationships with patients.

Below is a chart to better explain types of data and what we can learn from each type:



Closing Thoughts

Whilst the physician liaison role has shifted to a more personalized focus, duties have expanded making it difficult to stay organized and complete tasks with efficiency. Tackling these numerous tasks doesn’t have to leave you feeling defeated at the end of the day. Utilizing a physician relationship management tool will allow you to ensure organization and efficiency as well use data to support efforts. Check out Marketware‘s three-part Liaison Success Series to learn how to work efficiently and effectively.