The Patient Experience Strategist
    For health system operations leaders

    Before you sign.
    Before you renew.
    Ask for evidence.

    A partner’s performance metrics are only part of the story. What do they tell you about the experience—and outcomes—of the patients you serve?

    Use the Partner Evaluation Audit to evaluate a technology vendor or outsourced team against patient outcomes, before your next commitment.

    9-page workbookAbout 45 minutes
    Partner Evaluation Audit workbook cover
    One touchpoint. One partner.

    Choose a specific patient touchpoint and the partner behind it. Work through the audit with that single relationship in view.

    Inside the audit

    From partner promises to a clearer decision.

    A focused working session, not a broad vendor scorecard. Follow the evidence from the patient touchpoint to the requirements your leadership team will review.

    1. Check the evidence

      Use the five Trust Signals to examine what your partner can demonstrate—not just what the proposal promises.

    2. Translate the metrics

      Connect vendor and outsourced-team measures to the patient outcomes your organization needs.

    3. Rewrite the requirements

      Turn what you find into clearer expectations before you sign or renew.

    4. Prepare the leadership readout

      Bring the evidence, gaps, and revised requirements into the decision conversation.