Find out where the clinic is losing patients

Professional mystery shopping services for private clinics. We objectively evaluate reception services, consultations, and procedures—from the first phone call to the final goodbye.

Report

Patient Contact Point Matrix

Clinic X · Summary of 47 reviews

Overall service rating

7,4
/ 10
Calls
Consultations
Procedures
Response time:
30 sec.
There was a lack of
information
Friendly
service
Smooth
registration
High-quality
consultation
Everything was
handled very nicely by
Unread,
unanswered
Another visit has
been scheduled
The procedure at
was performed perfectly
An unpleasant
tone
No solution has been
proposed for the issue
There was a lack
of professionalism
Extended analysis of a mystery shopper
aconitum
AutoEDU
BADS
Straumann
Ordoline
Meiliūnas
aum
Meliva
Deguonies sistemos
etanetas
About Coffee
DTC
PIC

Every day, your clinic loses patients you’ll never even know about

This is where a patient’s journey at the clinic most often comes to an end:

Frame

Missed call

The call goes unanswered, and no one calls back—so the patient chooses a competitor.

Frame 1

Confusing information

Patients receive confusing information about prices, appointment times, or specialists—and decide not to make an appointment.

Frame 2

Interrupted treatment plan

If no follow-up appointment or appropriate treatment is recommended during the consultation, the treatment plan is interrupted.

Frame 3

Unfulfilled expectations

The experience with the procedure doesn’t live up to the promise—the patient doesn’t return and doesn’t recommend it.

Let’s discuss the situation at your clinic

Fill out a short application form—we’ll contact you within one business day to discuss which study format is best suited for your clinic.

Žygimantas Kvartūnas - expertmedia įkūrėjas, CEO ir CMO

Žygimantas Kvartūnas

CEO & CMO

Guesswork vs. Data

The difference between “gut-feel” management and fact-based management.

Without an investigation

  • Speculation: “The patient probably left because of the price.”
  • Internal evaluation – the team evaluates itself
  • Isolated individual complaints without a systematic overview
  • The patient has disappeared; the reason remains unknown
  • Decisions are made based on intuition
VS

Using a mystery shopper survey

  • Exact data: “Call #7 was disconnected at 0:42.”
  • Independent external investigation – trained mystery shoppers
  • A comprehensive overview of service quality at every stage
  • A clear stage at which the patient is lost
  • Decisions should be based on facts and specific records

How the research is conducted – from the initial inquiry to the final report

A clear 6-step structure so you know what to expect at each stage.

Step 1

Consultation

We get to know you, take a close look at your clinic’s situation, and identify which stages of the patient journey are most important to evaluate.

1
Step 2

Alignment of objectives and scenarios

At the same time, we define exactly what will be evaluated. We develop test scenarios A, B, and C, as well as a mystery shopper questionnaire.

2
Step 3

Mystery shopper survey

We make calls and conduct visits according to an agreed-upon methodology. Mystery shoppers behave like real patients.

3
Step 4

Data Analysis

We organize the collected data, identify recurring points of loss and qualitative shortcomings.

4
Step 5

Report and Discussion

We present a comprehensive report via video call with the clinic director—complete with specific examples and recordings.

5
Step 6

Recommendations for improvement

Here are some specific steps for the team—which can be implemented over the next 30–60 days.

6

Select the most appropriate scope of the study

Choose from three standard packages based on the size of your clinic, or opt for a customized solution tailored to your specific needs.

MINI

€599 (excluding VAT)

A First Look at the Work of the Front Desk

Duration of the study: 1 month

  • 10 phone checks – you’ll see where the patient’s journey breaks down
  • Clear research methodology and scenarios
  • Specific recommendations via video call
Who is it for?

For small single-location clinics with 1–2 receptionists. Want to quickly see if your phone service is driving patients away?

MOST POPULAR

MIDI

€999 (excluding VAT)

A Comprehensive Patient Journey Audit for a Growing Clinic

Duration of the study: 2 months.

  • 15 telephone checks – a broader approach, clear patterns
  • Clear research methodology and scenarios
  • 5 consultation visits – see how it works in person
  • Full report with conclusions discussed in real time
Who is it for?

For growing clinics with 3–5 specialists. You want to see not just the calls, but the actual consultation experience.

MAXI

€1,599 (excluding VAT)

Systematic research for large clinics or networks

The duration of the study is 3 months.

  • 20 inspections – a statistically reliable sample
  • 10 consultation visits – different doctors and times
  • 5 treatment visits* – the full patient experience
  • Detailed report with an improvement plan for the team
Who is it for?

For large clinics or networks. Are you looking to implement systemic changes that require in-depth analysis and a reliable sample?

Customized offer

During the meeting, we identify your needs and expectations and prepare a customized commercial proposal to help you achieve your goals.

  • All locations in the clinic network in a single study
  • Location Comparison Matrix – Which Clinic Performs Best
  • Customizable specific scenarios (languages, services)
  • A detailed report with segmented findings
Who is it for?

For clinic networks with 3 or more locations, or for large clinics for which the scope of standard packages is too limited.

What benefits will you receive?

The study yields two results: a strategic one (for management) and an operational one (for the team).

Strategic benefits

  • An objective self-assessment of the level of patient care—reception, doctor, phone calls.
  • Strengthening a brand’s reputation is proof of quality service.
  • Data-driven insights and decisions rather than subjective impressions.
  • Training for clinic directors and senior staff on patient behavior.

Operational benefits

  • It shows whether the patient’s journey (call → registration → treatment → discharge) is proceeding smoothly.
  • Identifies critical points where potential patients are lost.
  • Ensures consistent communication between the administration and the medical teams.
  • Useful for evaluating the effectiveness of onboarding new employees.
  • It increases the conversion rate of inquiries into visits and reduces the number of lost patients.

Reviews

Not only do people trust us—more than 70 clients recommend us. Their feedback matters to us because it accurately reflects what we promise: transparency, growth, and tangible results.

Expertmedia is a reliable and professional marketing agency. The team genuinely listens to client needs, offers well-reasoned solutions, works strategically, and responds quickly to questions. Our collaboration is built on respect, dialogue, and a great work culture.

Aušra Rubė

Chief Executive Officer – DR.VET

Rating: 5.0

I’m so glad we made the decision to work with the Expertmedia agency – they are a team of true professionals who communicate clearly and quickly, while sharing many helpful suggestions for how things could be done even better. I was also pleasantly surprised by their stylish, fully realized design ideas that emphasize modernity and aesthetics. Thank you for the high-quality work, for really listening, and for this successful partnership.

Gintarė Žmuidinavičienė

Dentist / Founder of Precize Clinic

Rating: 5.0

A company that is genuinely focused on results – not just for themselves, but for their partners too. They have a real understanding of negotiation and the importance of both sides benefiting from the collaboration.

Donatas Mickus

Sales Group Manager

Rating: 5.0

Frequently Asked Questions

Answered by the Project Manager at Expertmedia

How many calls are needed for an objective assessment?

For an objective assessment of service quality, we recommend the MIDI package (15 calls). This allows you to:

  • evaluate and compare several receptionists (usually 2–3 people);
  • evaluate different time intervals (morning, afternoon, Friday, beginning/end of the week);
  • test 3 different scenarios (A: price inquiry, B: scheduling an appointment, C: specialized services);
  • distinguish a systemic problem from a random occurrence.

MINI (10 calls) is suitable for an initial diagnostic check when you do not yet know if the problem is systemic. With fewer than 3 calls, you will not be able to identify any patterns.

Does the price of the procedure evaluation include the procedure itself?

No. The prices listed are the mystery shopper fee for evaluating the treatment visit. The cost of the treatment itself is reimbursed by the clinic according to the clinic’s price list.

Example – 1 treatment visit:

  • Mystery shopper fee: €40 (included in the research package)
  • The procedure itself (e.g., professional dental hygiene): €80 (reimbursed by the clinic, e.g., via a gift voucher)
  • Total: €120

This is done because the mystery shopper must purchase the actual service—only then is it possible to objectively evaluate the patient’s full experience (the doctor’s behavior, the course of the procedure, additional offers, and the farewell).

Can the study be adapted for multiple clinic locations?

Yes – this is a standard part of the Custom Package (designed for clinic networks). There are three possible scenarios:

  • Comparative Study – the same methodology across all locations; you receive a comparison matrix (“which clinic performs best, where is consistency lacking”);
  • Specialized study – unique scenarios tailored to each location (e.g., professional dental hygiene at one, a comprehensive examination package at another);
  • Phased study – starting with testing at one location, followed by expansion.

During the consultation, we will work with you to define the most appropriate scope based on your clinic’s specific needs and prepare a commercial proposal.

How long does the examination take?

The duration depends on the package:

  • MINI – 1 month
  • MIDI – 2 months
  • MAXI – up to 3 months
  • Custom – depending on scope (usually 1–6 months)

The duration includes three stages:

  1. Preparation (1–2 weeks) – goal alignment, scenario development, training of mystery shoppers;
  2. Conducting the research – calls and visits at the agreed pace;
  3. Report and discussion (~2 weeks) – data analysis, systematization, and presentation to management during an online meeting.

What will the result be?

You will receive five specific results:

  • A structured report (PDF + interactive version) – including a patient touchpoint matrix, stage evaluations, and overall scores;
  • Qualitative insights – not just numbers, but specific examples (“Call #7 was disconnected at 0:42 min. because the receptionist…”);
  • Mystery shopper comments for each specific situation.
  • Specific recommendations for the team – what to change, how to train, what to add to scripts;
  • Video debriefing with the clinic director – a live presentation of results, answers to questions, and the formulation of a 30–60-day action plan.

Is the survey anonymous?

Yes – this is a key factor in the study.

  • Mystery shoppers behave like real patients – the reception desk, doctors, and other team members are unaware of the study;
  • The only person at the clinic who knows about the study is the clinic director or the designated project contact person;
  • The identities of mystery shoppers are kept confidential—not even the director knows who specifically will be conducting the assessment;

This anonymity ensures objective data. If employees knew they were being evaluated, their behavior would change—and we would get skewed results.

Can both the receptionist and the doctor be evaluated?

Yes – this is a standard part of the survey, included in the MIDI and MAXI packages.

Call phase (all packages):

  • receptionist’s tone and empathy;
  • quality of responses to questions about prices, appointment times, and specialists;
  • whether an appointment time is offered (active selling).

Appointment stage (MIDI and MAXI):

  • Quality of on-site reception service – cleanliness, order, patient consent, waiting time;
  • Doctor’s consultation – introduction, clarification of needs, presentation of services, active selling, empathy, offer of a follow-up visit;
  • Procedure experience (MAXI) – informing the patient about the process and during the process, quality of the procedure, professionalism, offering follow-up services.

Free
consultation

Our clients say that a 30-minute conversation saved them several months of trial and error.

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Book a free consultation

Fill out the form, and within 30 minutes we’ll discuss your business situation, challenges, and potential growth strategies.