Customer experience: a systematic literature review and consumer culture theory-based conceptualisation

  • Published: 15 February 2020
  • Volume 71 , pages 135–176, ( 2021 )

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  • Muhammad Waqas 1 ,
  • Zalfa Laili Binti Hamzah 1 &
  • Noor Akma Mohd Salleh 2  

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The study aims to summarise and classify the existing research and to better understand the past, present, and the future state of the theory of customer experience. The main objectives of this study are to categorise and summarise the customer experience research, identify the extant theoretical perspectives that are used to conceptualise the customer experience, present a new conceptualisation and conceptual model of customer experience based on consumer culture theory and to highlight the emerging trends and gaps in the literature of customer experience. To achieve the stated objectives, an extensive literature review of existing customer experience research was carried out covering 49 journals. A total of 99 empirical and conceptual articles on customer experience from the year 1998 to 2019 was analysed based on different criteria. The findings of this study contribute to the knowledge by highlighting the role of customer attribution of meanings in defining their experiences and how such experiences can predict consumer behaviour.

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We would like to thank editor-in-chief (Prof. Dr Joern Block), and the anonymous reviewers for their constructive comments on this paper.

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Waqas, M., Hamzah, Z.L.B. & Salleh, N.A.M. Customer experience: a systematic literature review and consumer culture theory-based conceptualisation. Manag Rev Q 71 , 135–176 (2021). https://doi.org/10.1007/s11301-020-00182-w

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Issue Date : February 2021

DOI : https://doi.org/10.1007/s11301-020-00182-w

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Mkutukana, Babalwa. "Role of the customer care unit at the Department of Education in the province of the Eastern Cape." Thesis, Nelson Mandela Metropolitan University, 2012. http://hdl.handle.net/10948/d1018896.

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Krahulík, Jan. "Úroveň péče o zákazníky B2C v oboru FMCG v ČR." Master's thesis, Vysoká škola ekonomická v Praze, 2011. http://www.nusl.cz/ntk/nusl-113206.

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Willems, Sharon A. "Employee satisfaction and its affects (sic) on customer service in a healthcare facility." Menomonie, WI : University of Wisconsin--Stout, 2005. http://www.uwstout.edu/lib/thesis/2005/2005willemss.pdf.

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Clark, Moira. "The relationship between employees' perceptions of organisational climate and customer retention rates in a major UK retail bank." Thesis, Cranfield University, 2000. http://hdl.handle.net/1826/3520.

Beierlein, Andrea [Verfasser], Jens [Akademischer Betreuer] Hogreve, and Thomas [Akademischer Betreuer] Setzer. "Digitalization of customer services in health care [cumulative dissertation] / Andrea Beierlein ; Jens Hogreve, Thomas Setzer." Eichstätt-Ingolstadt : Katholische Universität Eichstätt-Ingolstadt, 2020. http://d-nb.info/1202848583/34.

Gill, Kaine C. "Lean concepts in customer care : adding value and reducing waste with proactive order status messaging." Thesis, Massachusetts Institute of Technology, 2008. http://hdl.handle.net/1721.1/43826.

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Kutlu, Deniz. "Reliability And Validity Of Turkish Version Of Customer Satisfaction Scale For Health Care And Fitness Clubs." Master's thesis, METU, 2006. http://etd.lib.metu.edu.tr/upload/12607825/index.pdf.

Leardini, Andrea. "Sistemi hands-free basati su smart-glass a supporto di attivita di customer care di un'impresa." Master's thesis, Alma Mater Studiorum - Università di Bologna, 2015. http://amslaurea.unibo.it/9240/.

Hanyabui, Akpabli, and Uche Ossai. "The Impact of Customer Care on Experiences in Service Quality Delivery(a case study of Labadi Beach Hotel-Ghana)." Thesis, Mälardalen University, School of Sustainable Development of Society and Technology, 2008. http://urn.kb.se/resolve?urn=urn:nbn:se:mdh:diva-735.

Bachelor Thesis in Business Administration 15 ECTS

AUTHORS: Ossai Uche, (21st March 1980), Västerås.

Prosper Akpabli Hanyabui, (17th March 1980), Västerås.

PROBLEM STATEMENT

How can Labadi Beach Hotel improve on customer care activities in order to create a positive customer experiences in the hotel?

The purpose of this study is to describe what Labadi Beach Hotel is doing and what they could do to improve customer care. Furthermore we shall also find out the problems or complaints encountered by customers in the course of service delivery and make necessary recommendations.

METHODOLOGY:

This thesis shall be based on a qualitative method of study with information gotten from Labadi Beach Hotel. This is due to the fact that in order to fulfil the purpose, it would require an in-depth research in the form of a qualitative study. The main sources of data comprises of primary and secondary data. Primary sources of data were gotten through telephone interview with employees of the hotel as well as designed questionnaire from the hotel guest. Secondary data were gotten from articles, journals, books, websites etc.

CONCLUSION:

We observed that customer care is being implemented at Labadi Beach Hotel in order to create a positive customer experiences. This is done through the recruitment of qualified employees and conduction of training programs. In addition, Labadi Beach Hotel has developed a service oriented internal process through the use of procedures. Moreover new recruits are retained upon successfully passing an appraisal report. This has actually resulted in friendly and courteous attitudes of its employees towards hotel guest. Furthermore, Labadi Beach Hotel has internal complaint system to check service failures.

Lastly, customer complaints received were embodied around Availability, Tangibles, Reliability, Responsiveness, and Empathy. It must however be noted that despite the guest complaints received, the aspect of positive customer experience in each of the dimensions above outnumbers the complaints. In spite of what Labadi Beach Hotel is doing to improve customer care, suggested measures were recommended to help them further improve upon customer care.

Medabesh, Ali Mohemmed M. "Customer comfort as a marketing construct in healthcare." University of Western Australia. Dept. of Information Management and Marketing, 2009. http://theses.library.uwa.edu.au/adt-WU2009.0068.

Übelhör, Ilona. "Customer Self Care eine innovative Form der Kundenbetreuung im Internet mit Chancen und Risiken für ein Unternehmen /." [S.l. : s.n.], 2005. http://www.bsz-bw.de/cgi-bin/xvms.cgi?SWB12168187.

Nompozolo, Nikiwe Nomapelo. "The value of shared corporate services in improving patient care." Thesis, Rhodes University, 2009. http://hdl.handle.net/10962/d1003844.

Idenfors, Evelinn, and Jennie Kjellin. "Customer value in a B2B setting : An analysis of potential target markets for the rehabilitation company Svenska-Re." Thesis, Umeå universitet, Företagsekonomi, 2012. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-58118.

Křišťál, Jaroslav. "Mystery shopping: Využití a optimalizace metody u konkrétní organizace v ČR." Master's thesis, Vysoká škola ekonomická v Praze, 2011. http://www.nusl.cz/ntk/nusl-113814.

Bohlin, Elin, and Linn Müller. "Designing Virtual Reality Experiences for Elderly : A qualitative study focusing on VR suppliers operating within the elder care sector." Thesis, Linnéuniversitetet, Institutionen för marknadsföring (MF), 2020. http://urn.kb.se/resolve?urn=urn:nbn:se:lnu:diva-96639.

O'Connor, Matthew S. "Assessment of the Measurement Properties of the NHCAHPS Family Survey: A Rasch Scaling Approach." University of Toledo / OhioLINK, 2013. http://rave.ohiolink.edu/etdc/view?acc_num=toledo1364386948.

Mchunu, Simphiwe Emmanuel. "Msunduzi municipality customer care : an investigation into customer care offered to industrial and commercial customers by Pietermaritzburg electricity within the context of Batho Pele principles." Thesis, 2006. http://hdl.handle.net/10413/1078.

Chiang, Yi-hui, and 江雅惠. "The impact of customer experience on customer relationship quality and customer loyalty in the postpartum care center." Thesis, 2011. http://ndltd.ncl.edu.tw/handle/e7358a.

Eren, Eser. "Galp Energia´s customer care program : improving the existing customer care program in order to increase customer satisfaction and loyalty in transitory stage of market liberalization." Master's thesis, 2013. http://hdl.handle.net/10400.14/15822.

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TAI, HSIN-YEN, and 戴心妍. "The Relationship between Customer Involvement and Customer Citizenship Behavior in Long-term Care Industry:the Mediating Effect of Customer Self-efficacy." Thesis, 2017. http://ndltd.ncl.edu.tw/handle/uvrst2.

Munyai, Thinavhuyo Esther. "Examining the implementation of customer care as a strategy of enhancing service : a case study of Thulamela Local Municipality, Limpopo, South Africa." Thesis, 2017. http://hdl.handle.net/10386/2218.

CHIA-CHI, CHEN, and 陳佳琪. "The determinants of customer satisfaction and customer rephurchase intention-an example of body skin care industry." Thesis, 2006. http://ndltd.ncl.edu.tw/handle/32587025705632985905.

Lee, Hung-Lin, and 李宏麟. "Customer Value Analysis for Feminine Care and Baby Diaper Manufacturers." Thesis, 2012. http://ndltd.ncl.edu.tw/handle/78429437682247812463.

Mei-Chen, Lin, and 林玫辰. "Study on innovative home tele-care products and customer demand." Thesis, 2005. http://ndltd.ncl.edu.tw/handle/33479568645298082911.

Tse, Huang Sung, and 黃松澤. "Pharmacy Customer Relationship Management System with Long-term Care Community." Thesis, 2015. http://ndltd.ncl.edu.tw/handle/56023146244460193240.

Lin, Chia-Hui, and 林佳慧. "An Empirical Study of Customer Value in Health Care Industry." Thesis, 2007. http://ndltd.ncl.edu.tw/handle/57420735682314392899.

Franco, Vera Jorge. "Customer care in social media: The case of Portugal Telecom." Master's thesis, 2012. http://hdl.handle.net/10071/6547.

TSENG, CHIA-YU, and 曾嘉玉. "The Impact of Long-Term Care Service Quality on Customer Satisfaction and Customer Loyalty--A Case Study of An Elderly Care Center in Chiayi County." Thesis, 2018. http://ndltd.ncl.edu.tw/handle/q5beaz.

Bogatsu, Letta Mokate. "A critical evaluation of customer care in the pharmaceutical industry with reference to retail pharmacies / Letta Mokate Bogatsu." Thesis, 2003. http://hdl.handle.net/10394/11279.

Chang, Chin-Wen, and 張瀞文. "A Study of Medical Customer Value and Medical Care Seeking Behavior." Thesis, 2003. http://ndltd.ncl.edu.tw/handle/84826760987936320192.

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The role of customer care in a customer experience transformation

Consumer expectations are rising across the board—not due to a specific industry but from all of the excellent interactions that leading companies provide. Executives have recognized that customer satisfaction is the key indicator in gauging success, but too often a focus on specific touchpoints or channels results in incremental progress that only allows a company to keep pace with the changing customer landscape. Leading executives have recognized that really moving the needle on customer satisfaction requires a more ambitious effort—a transformation of the entire customer experience.

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Gaining a comprehensive view of the customer journey is easier said than done, and initiatives that attempt to adopt a customer-centric mind-set can fall short without both a clear top-line strategy and a granular view of customer behavior. Even as technology and data from engagement channels provide companies with increased visibility into customer touchpoints, weaving all of this information together into a clear and coherent picture of the customer can be a formidable challenge. The complexity of customer interactions in multiple channels, for example, means that information resides throughout the enterprise—in not only customer care  but also marketing, sales, product development, and back-office functions.

Designing excellent customer journeys—an orchestrated sequence of touchpoints that customers traverse to address common requests and issues, often in a mix of live and digital channels—is critical to a customer-experience transformation. This process of mapping customer journeys is the only way to truly get a comprehensive view of the entire gamut of touchpoints and how they fit together. Customer care, which typically includes the call center as well as online and self-service channels, has an integral role to play. As the natural owner of a large part of the customer journey, customer care can provide invaluable insight by helping to define journeys, identify pain points, and spur collaboration across functions. Such actions can produce additional benefits: an end-to-end redesign of the customer journey can not only transform the customer experience but also reduce operating costs in customer care.

Why the customer journey matters in a customer-experience transformation

Traditionally, efforts to enhance customer experience have focused on gathering a tremendous amount of detail about individual touchpoints—identifying the key moments that have an outsize impact on customer satisfaction, determining why care fell short, and developing remedies to improve service. Leaders of different functions such as sales, marketing, and customer care would devote significant time and resources to optimizing interactions within the channels they managed—but a lack of visibility across functions hindered more sweeping, lasting progress.

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Organizations that can break out of this siloed mentality have the potential to gain an unprecedented view of the customer. The digitization of the entire customer journey, including the use of digital channels and self-service tools, is well under way. And leading organizations are using increasing volumes of data to link the customer journey and customer satisfaction to overall strategy and top-line metrics on growth and operational performance (Exhibit 1). By understanding how operational factors such as speed and first-call resolution translate into customer satisfaction, contact centers can ensure they focus their energy and resources on areas that have the greatest impact on the customer experience. When these efforts are aligned with the organization’s overall goals, this enhanced experience contributes to a higher recommendation rate—a core metric for the company.

Customer care’s vital role in the transformation

For more and more organizations, customer care is playing an essential and natural role in mapping the customer journey, but to do so the function must often overcome several barriers. The function began as the call center, which was responsible for just one touchpoint and largely transactional. In an omnichannel world, customer care is increasingly becoming a major contributor to customer satisfaction across a broad range of customer channels, from chat and social media to service apps and self-service channels. In some organizations the function is still perceived as executional rather than strategic, focused primarily on handling low-value requests. In addition, the proliferation of channels and touchpoints over the years has increased the number of entities within the enterprise that engage with customers. So while customer care remained at the center of customer experience, functions such as sales and marketing were viewed as having a better understanding of customers. Last, obstacles to information sharing and collaboration sometimes muted customer care’s influence on shaping customer-experience strategies. In less-advanced organizations, for example, even basic tasks such as making changes to the website hosted in the marketing department can prove a challenge.

The truth is that customer care should be closely involved in designing customer journeys: the function encompasses all touchpoints and organizational units with a clear service component, such as branches, field service, and contact centers that handle calls, emails, chats, and back-office tasks. The organizational setup of customer care reflects this reach. Many organizations have an integrated approach that bundles responsibility for the different channels into one unit, and the rise of omnichannel has accelerated this development. Thanks to customer care’s responsibilities, its frontline agents enable the function to hear the “voice of the customer” on a daily basis, monitor trends and overall sentiment, and identify pain points, improvement levers, and success factors.

One major European telco, for example, recently redesigned its customer service organization, reorienting it from separate functions bound by common technology platforms to an entity focused on segments defined by different customer journeys. In this reorganization, customer care assumed responsibility for not only the contact center but also all service-relevant processes (including field services), enabling it to manage the end-to-end customer experience for the majority of service journeys.

Customer care’s role and responsibilities give it the ability to advance the customer transformation in several ways:

  • Own customer journeys. Customer care controls a significant number of touchpoints across primary channels, making it the natural owner of many service-focused customer journeys. With insights from these customer interactions, customer care is also in a unique position to inform the strategy of sales, marketing, and product development, among other functions.
  • Implement improvement measures. When issues arise, customer care’s position enables it to take action to improve customer experience—either for one specific journey or across common touchpoints in all journeys. The function is often the first to detect operational and product issues: for example, one retailer’s customer-care function identified a pattern of unreliable parcel delivery first and brought the issue to the logistics department’s attention.
  • Catalyze performance improvement. Customer care can assemble a detailed picture of the overall experience through the customer’s eyes (Exhibit 2). With this perspective, it can identify the different touchpoints and channels in a given journey as well as the departments or functions that own the interaction.

Cross-functional collaboration in customer journeys

The complexity of customer journeys, in which a customer can leap from touchpoint to touchpoint across channels, highlights the need for cross-functional collaboration. The following “I join” sample journey, which depicts the path an individual takes from initial interest to conversion, specifies the customer interaction and functional ownership at each step.

  • I inform myself. The initial contact by a customer to learn more about a company’s products and services is usually the responsibility of marketing and sales.
  • I declare my interest and ask for information . This step is often handled by a specific sales channel such as a branch office. However, customer care frequently discovers sales opportunities as part of customer service. 1 1. For more on how service channels can support revenue growth, see “Elevating customer satisfaction and growth through service to solutions”.
  • I fill in my contract (and need help). The contact center typically fields these requests, which consist of straightforward administrative issues in the onboarding process. By filling in the gaps of the online journey, customer care can be a partner when questions arise or problems occur.
  • I receive my contract information. Customer contact is often triggered by a sales-specific, back-office process such as autopay details. These requests can also be handled by a contact center.
  • I log in to the portal. While a separate department (often marketing) may manage online portals, in an omnichannel world responsibility for the online portal can fall under the purview of customer care. Notably, if the online portal isn’t initially presented as part of the product or service, customers could overlook this channel, leading companies to miss out on engagement opportunities.

Six hallmarks of a customer-experience transformation

Although mapping the customer journey is at the heart of a customer-experience transformation, companies should focus on a handful of other areas to ensure that this exercise actually translates into a better customer experience. In our work with clients, companies that have been able to create and maintain an excellent customer experience across channels follow a common approach. Six hallmarks make up a sequential process of continual improvement and refinement (exhibit). Companies that deliver a distinctive customer experience have a clear value proposition and develop an intimate understanding of customer journeys and mind-sets. Organizations then incorporate behavioral psychology to shape interactions with customers. By devising innovative customer journeys, organizations tailor customer care strategies to specific touchpoints and empower agents with digital tools and performance management. Regular governance and assessments with key performance indicators (KPIs) linked to specific business objectives ensure that lessons and insights continually recalibrate the value proposition.

This exercise is essential to ensure that each function has visibility into the handoffs in a customer journey and that their internal processes are aligned with each channel. Every industry stands to benefit from gaining greater insight into common customer journeys. For example, several service industries, such as insurance, banking, utilities, and telcos, have similar “I join” and “I quit” journeys. Almost all industries have an “I complain” journey. Other journeys are industry-specific: for example, utilities might realize that when a customer moves, it represents a moment of truth. Customers do not usually perceive their utility company as very visible; often they do not even know which contract they are subscribed in. Since moving houses is one of the very few moments when customers actively engage with the utility, “I move” is therefore an important journey. Similarly, in insurance, “I have a claim” can represent a moment of truth where effective customer service is critical.

Adapting operations to enhance customer experience

Customer care’s ownership of such a broad range of customer touchpoints makes it a vital part of understanding and mapping customer journeys. However, the function is well positioned to translate the insights from customer journeys into new ways of working that can improve the customer experience.

Overcome organizational barriers. Aggregating the collective knowledge of leaders from different functions is crucial to assemble a detailed and accurate picture of each customer journey. Even in a customer journey with seemingly well-defined responsibility for service and sales, collaboration can uncover touch points that can naturally be handled by customer-care organizations.

Customers’ lives are digital—but is your customer care still analog?

Customers’ lives are digital—but is your customer care still analog?

Understand each touchpoint within context. Although every customer journey can consist of multiple touchpoints, determining the next steps requires an awareness of the context—not just the process, but also also the emotions and mindset of customers in which the contact is taking place. Acknowledging a customer’s history, even if customer-care leaders are powerless to change it for the better, can improve the experience along the whole journey. At Disney’s theme parks, for example, optimizing the customer journey might start prior to entering the park, but service agents should also take into account the emotional context. A family may have taken a long and exhausting trip to get there but may also be excited, and this insight can give agents the necessary context to guide interactions and improve the journey experience.

Identify universal pain points and develop solutions. The “I join” approach can identify pain points within a specific journey, but it can also highlight universal pain points within a given channel. For example, if a company fails to provide a certain level of service, this pain point could apply to all contacts independent of the specific journey. Similarly, optimizing workforce management can improve all touch points in the certain channels. For instance, a more effective contact center can have a direct impact on customer satisfaction (due to lower waiting times) and operating costs (due to higher productivity). In these cases, companies can derive greater value by applying improvements across different journeys.

Achieving a customer-experience transformation requires top-line strategy, but its success ultimately hinges on the outcome of millions of individual touchpoints. Stitching these interactions into a cohesive, granular picture of customer segments is no small task: it requires insights from across the organization. As the front line, customer care should not just have a seat at the table; the function and its managers should be prepared to lead the charge.

Stephanie Lotz is a consultant in McKinsey’s Stuttgart office, and Julian Raabe and Stefan Roggenhofer are partners in the Munich office.

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Patient Satisfaction with Healthcare Services and the Techniques Used for its Assessment: A Systematic Literature Review and a Bibliometric Analysis

Diogo cunha ferreira.

1 Centre for Public Administration and Public Policies, Institute of Social and Political Sciences, Universidade de Lisboa, Rua Almerindo Lessa, 1300-663 Lisbon, Portugal

2 CERIS, Instituto Superior Técnico, University of Lisbon, Av. Rovisco Pais 1, 1049-001 Lisbon, Portugal

Inês Vieira

3 Instituto Superior Técnico, University of Lisbon, Av. Rovisco Pais 1, 1049-001 Lisbon, Portugal

Maria Isabel Pedro

4 CEGIST, Instituto Superior Técnico, University of Lisbon, Av. Rovisco Pais 1, 1049-001 Lisbon, Portugal

Paulo Caldas

5 Business and Economic School, Instituto Superior de Gestão, Av. Mal. Craveiro Lopes 2A, 1700-284 Lisbon, Portugal

6 Centre for Local Government, UNE School of Business, University of New England, Armidale, NSW 2350, Australia

Miguel Varela

7 CEFAGE, Faculdade de Economia, Universidade do Algarve, Campus of Gambelas, 8005-139 Faro, Portugal

Associated Data

Not applicable.

Patient satisfaction with healthcare provision services and the factors influencing it are be-coming the main focus of many scientific studies. Assuring the quality of the provided services is essential for the fulfillment of patients’ expectations and needs. Thus, this systematic review seeks to find the determinants of patient satisfaction in a global setting. We perform an analysis to evaluate the collected literature and to fulfill the literature gap of bibliometric analysis within this theme. This review follows the Preferred Reporting Items for Systematic Reviews and Meta-Analysis (PRISMA) approach. We conducted our database search in Scopus, Web of Science, and PubMed in June 2022. Studies from 2000–2021 that followed the inclusion and exclusion criteria and that were written in English were included in the sample. We ended up with 157 articles to review. A co-citation and bibliographic coupling analysis were employed to find the most relevant sources, authors, and documents. We divided the factors influencing patient satisfaction into criteria and explanatory variables. Medical care, communication with the patient, and patient’s age are among the most critical factors for researchers. The bibliometric analysis revealed the countries, institutions, documents, authors, and sources most productive and significant in patient satisfaction.

1. Introduction

Healthcare systems are continually changing and improving, and so it is necessary to find a way to assess outputs while evaluating the satisfaction of the service receiver, in this case, the patient. One can define patient satisfaction as a patient’s reaction to several aspects of their service experience. Assessing patient satisfaction may provide valuable and unique insights about daily hospital care and quality. One widely accepts it as an independent dimension of care quality that includes internal aspects of hospital care. Patient satisfaction is a concept that has long been neglected and cast aside, but is becoming gradually more important. Donabedian [ 1 ] includes it as an outcome of healthcare services; hence, it is of utmost importance to evaluate care quality. Several authors argue that satisfaction and the result in terms of the patient’s health status are related terms [ 2 , 3 , 4 , 5 ]. Thus, the present study sheds light on the factors that most influence patient satisfaction. With this information, managers can more efficiently allocate resources to improve patients’ experience and satisfaction [ 6 ].

Measuring healthcare quality and satisfaction constitutes an indispensable element for adequate resource management and allows for the focus on its users’ preferences, giving them a chance to construct a customized health service, better fitted to their needs and expectations [ 7 ]. When talking about public hospitals, there may not be a financial interest in performing these studies since they are not particularly interested in profit. However, with the increase in market competitiveness, private companies need to meet patients’ needs, satisfying them so that they then become loyal to the organization [ 8 ]. Patient satisfaction can be useful for structuring evaluations referring to patient judgments according to inpatient care. It is relevant from an organizational management perspective [ 9 ]. Patient satisfaction and quality of health services are, thus, crucial elements for the long-term success of health institutions [ 10 ].

Despite the high number of studies regarding this topic, the results are inconclusive and differ across each document [ 11 , 12 , 13 ]. Contradicting evidence exists across patient satisfaction studies due to its subjective nature [ 14 ]. Since each individual has his/her perceptions, satisfaction is nothing but a relative concept, influenced by individual expectations and evaluations of health services’ attributes [ 15 ].

Several systematic reviews have analyzed the determinants of patient satisfaction: Naidu [ 16 ], Almeida et al. [ 17 ], Farzianpour et al. [ 18 ], and Batbaatar et al. [ 14 ] are some noteworthy recent reviews. Similarly, reviews on the methods most utilized by researchers are scarce, and none of them delivers a comprehensive and profound analysis of literature through bibliometric tools. Thus, this analysis aims to assess the different aspects of patient satisfaction in a global healthcare context, along with the identification of the main countries, institutions, documents, authors, and journals of this research area, with co-citation and bibliographic coupling networks. This systematic review can contribute to the knowledge of patient satisfaction, whether the influential factors, or the most advised methodology, and be an essential input for researchers or scholars interested in the study of patient satisfaction. In addition, we conducted a meta-analysis by statistically analyzing the main factors underlying patient satisfaction and the main methodologies adopted for its study.

The incessant demand for improved results and quality of health services offered is of extreme importance in developing a more effective organizational policy adjusted to the patients’ needs. Health organizations recognize that service quality is especially pertinent regarding the healthcare market’s promotion and public image [ 19 ]. Hence, patient satisfaction surfaces as a variable for promoting health organizations’ quality, allowing an assessment and identification of patients’ most relevant dimensions and their satisfaction level. Patient satisfaction helps to measure the quality of healthcare, thus becoming an essential and frequently used indicator. It affects clinical outcomes, medical malpractice claims, and timely, efficient, and patient-centered healthcare delivery [ 20 ]. Patient satisfaction and quality of health services are a priority for the services industry due to increasing consumption and are critical elements for health institutions’ long-term success [ 10 , 21 ].

Even though satisfaction is an essential aspect of quality, the relationship between these two concepts is not linear. On the one hand, satisfaction studies’ results can be ambiguous and may not always be impartial. Given that patients evaluate physicians’ performance, most missing the necessary abilities, results can be based on affinity and not on the health professional’s technical skills. On the other hand, providers may have to face a trade-off between providing satisfaction to their patients or better treatment outcomes [ 22 ]. Since each person has his/her perceptions, satisfaction is nothing but a relative concept, influenced by individual expectations and evaluations of health services’ attributes [ 15 ]. Patient satisfaction is complex to assess, given its multidimensionality. It is composed of diverse aspects that may not be related to the patient’s service’s actual quality.

It is valuable to consider the highly cited Donabedian framework on how to examine health services’ quality in order to surpass the current lack of clarity on defining and measuring satisfaction, and to evaluate the quality of medical care using three components [ 1 , 23 , 24 , 25 ]—structure, process, and outcome (results):

  • - Structure: Environment, provider’s skills, and administrative systems where healthcare occurs;
  • - Process: The constituents of the received care (measures doctors and medical staff considered to deliver proper service); and
  • - Outcome: The result of the care provided, such as recovery, avoidable readmission, and survival;

The conceptualization of patient satisfaction regarding expectations and perceptions is related to Donabedian’s triad. For instance, the patient will be satisfied with hospital attributes if his/her expectations are met [ 25 ]. However, one of the leading criticisms of patient satisfaction ratings is the incapacity to rationalize medical care expectations, which can be affected by previous healthcare experiences [ 26 ]. The same happens with the other two components. The patient will be satisfied with the process if symptoms are reduced. The outcome will be favorable if there is a recovery, demonstrating that received care perception meets prior expectations. Throughout his framework, Donabedian regarded “outcome” as the most crucial aspect, defining it as a change in a patient’s current and future health status that can be confidently attributed to antecedent care [ 22 ].

2. Materials and Methods: Data Collection and Extraction Method

We performed this research respecting the guidelines of the Preferred Reporting Items for Systematic Reviews and Meta-Analysis (PRISMA) statement. A checklist of 27 parameters, including the title, abstract, methods, results, discussion, and funding was taken into consideration to ensure the complete reporting of systematic reviews. PRISMA assures that authors prepare a transparent and complete reporting of systematic reviews and meta-analyses [ 27 ]. The PRISMA statement starts with identifying possible studies to include in our further revision after searching in several databases. We searched papers in the Scopus, Web of Science, and PubMed databases during June 2022. After testing several keywords, the search strategy used the term “patient satisfaction” to extend the number of results. Reference lists from the collected articles were also searched for additional articles. Overall, one thousand six hundred fifty-three studies composed the list of our first search.

Once we concluded our search, we removed the duplicates (241), and the remaining documents (1412) were analyzed under the inclusion and exclusion criteria. Inclusion criteria included: articles from peer-review journals; written in English; published from January 2000 to December 2021; assessed which factors affect patient satisfaction (or a proxy of it); evaluated overall patient satisfaction with healthcare; quantitative studies; reviews; and international studies to provide a more comprehensive analysis. We also excluded reports, books or book chapters, conference proceedings, dissertations, theses, expert opinion, commentaries, editorials, and letters. We excluded 1197 studies from the list after removing duplicates because they failed all inclusion criteria or met at least one exclusion criterion.

We conducted a full-text analysis to assess the eligibility of the remaining 215 papers. Disease-centered studies that did not evaluate the general aspects of patient satisfaction were excluded. We also discarded papers with unclear data collection methods, papers with unclear results, and qualitative papers. We rejected a total of 58 papers in this step.

Figure 1 outlines the PRISMA diagram detailing the study selection process. Following such a statement, 157 studies met the inclusion criteria. Four of them were systematic reviews, and the remaining 153 apply quantitative methods for patient satisfaction analysis.

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PRISMA statement.

3. Past Research on Patient Satisfaction: What Did the Systematic Reviews Tell Us about It?

The first systematic review [ 16 ] included a study of twenty-four articles published between 1978 and 2006. Through the analysis of these articles, health care output, access, caring, communication, and tangibles were the dimensions determining patient satisfaction. The patient’s socio-demographic characteristics that affected satisfaction were age, education, health status, race, marital status, and social class. SERVQUAL (service quality) was the most preferred instrument in satisfaction studies. In their review, the authors developed a conceptual model, claiming that healthcare quality and determinants influence patient satisfaction, influencing patient loyalty.

The second systematic review [ 17 ] included thirty-seven international articles from 2002 to 2013. Patient-professional interactions, the physical environment, and internal management processes were the most influential satisfaction constructs, except for specific services, such as home care, psychiatric or pediatric services. Almeida et al. disregarded patient’s socio-demographic characteristics from their review. In this type of service, phone contact and provided information were also considered powerful satisfaction constructs. The primary methodology used in the collected articles was factor analysis (exploratory factorial analysis (EFA) and confirmatory factor analysis (CFA)).

The third systematic review [ 14 ] comprised one hundred and nine international articles from 1980 to 2014. This study identified nine determinants of satisfaction: technical skills, interpersonal care, physical environment, accessibility, availability, finances, organizational characteristics, continuity of care, and care outcome. Technical skills constitute a cluster of medical care, nursing care, friendliness, concern, empathy, kindness, courtesy, and respect. The physical environment results from the atmosphere, room comfort, bedding, cleanliness, temperature, lighting, food, comfort, equipment, facilities, and parking. Accessibility is composed of location, waiting time, the admission process, the discharge process, and the effort to get an appointment. Availability represents the number of doctors, nurses, facilities, and equipment. Meanwhile, finances include the flexibility of payments, the status of insurance, and insurance coverage. Organization characteristics include reputation, image, administrative processes, doctors’ and nurses’ satisfaction level, and doctors’ socio-demographic characteristics. The authors found thirteen patient socio-demographic characteristics in their review: patient age, gender, education, socio-economic status, marital status, race, religion, geographic characteristics, visit regularity, length of stay, health status, personality, and expectations. The relationship between patient satisfaction and these socio-demographic characteristics was contradictory across the articles; thus, the authors achieved no conclusions. The most used methodology from the articles’ collection was not mentioned in the review.

Finally, the fourth and most recent systematic review [ 28 ] includes only thirty-eight international articles from 2000 to 2017. Provider’s attitudes, technical competence, accessibility, and efficacy were found to be the most influential attributes in this study. Provider’s attitudes comprise courtesy, friendliness, kindness, approachability, respect, responsiveness, attention, and concern. Accessibility also consists of a cluster of attributes, including the location, environment, equipment availability, appointment arrangement, and access equitability. Expectations, patient’s socio-demographic characteristics, and market competition were considered as antecedents to satisfaction while influencing it. There is no mention of the methods most used by the articles collected.

These four systematic reviews analyzed multiple articles to find the determinants of patient satisfaction. The gathered results and conclusions show coherence between the reviews. However, we can identify some limitations. The sample size of some reviews is somehow insufficient to achieve reliable conclusions. The methodology present in the articles collected should be studied more deeply to determine the different methodologies used in patient satisfaction studies and their advantages and disadvantages.

4. Results and Discussion

4.1. a summary of quantitative papers passing the prisma sieve.

After searching for quantitative papers within the patient satisfaction field, we constructed a table containing the most relevant data retrieved from them: author names, published year, country of study, sample size, satisfaction dimensions and drivers (if applicable), methodology, dependent variable, main factors affecting patient satisfaction, number of citations, and publisher. We considered a dependent variable field because, besides overall patient satisfaction, some articles studied proxies of satisfaction, such as willingness to recommend the hospital or willingness to return. Table 1 contains an excerpt of the articles with more than 100 citations (a total of 19 studies).

Review of collected articles.

Table 2 and Table 3 present statistical measures applied to the data collected. The sample size, the first object of analysis, shows a significant coefficient of variance due to the values’ dispersion, as shown through the minimum and maximum rows in both analyses. In Table 2 , the dispersion is more significant, with a higher coefficient of variation. The study with the most significant sample size in the first analysis is McFarland et al. [ 45 ], which analyzed 3907 private hospitals. For the second analysis, Aiken et al. [ 12 ] has the largest sample size.

Statistical measures applied to all collected data.

Statistical measures applied to the articles with more than 100 citations.

Regarding the methodology used, most studies applied only one method. However, some studies used two methods in a complementary way. The number of criteria used to assess patient satisfaction has a low variance. Researchers give more importance to criteria than to explanatory variables through the values present in these tables. The number of criteria has a higher mean, median, and mode, meaning that researchers tend to disregard the vital aspect of satisfaction drivers. The main difference between both analyses is the minimum and the maximum number of criteria applied in the studies. Table 2 shows a minimum of zero and a maximum of 26, meaning that studies only assessed the importance of explanatory variables. However, in Table 3 , the minimum is one, showing that studies with higher citations do not solely evaluate explanatory variables. The maximum number of criteria is also distinct in both tables, with a decrease of ten units in Table 3 . Explanatory variables have a 100% coefficient of variance, with equal mean and standard deviation on both analyses. The number of critical factors has low variance, and the minimum is equal to one because each study seeks to fix the determinants of patient satisfaction. On the one hand, in Table 2 , the number of citations presents a more dispersed pattern with a higher difference from the minimum to the maximum value. Over 20 years, it is reasonable to collect articles with an exact number of citations. On the other hand, Table 3 , showing only articles with more than 100 citations, presents a more cohesive dataset.

4.2. Statistical Analysis over the Utilization and Importance of Satisfaction Criteria and Explanatory Variables

Factors related to satisfaction can be either criteria or explanatory variables. The assessment of hospital service quality can be a complicated task that includes numerous criteria, qualitative and dubious factors that are difficult to assess [ 46 ].

From the collected papers, we analyzed each factor’s utilization related to patient satisfaction. We also verified the importance rate of each factor. The percentage of utilization is the ratio between the number of studies using it is and the total number of evaluated studies, while the importance rate of a factor measures the relative number of papers concluding that this factor is critical for patient satisfaction.

In general, studies about patient satisfaction try to unveil factors associated with his/her overall satisfaction with one or more services (96% of the collected studies) or willingness to recommend the hospital/clinic (9%) instead. A smaller percentage of studies (7%) included both dependent variables [ 12 , 40 , 47 , 48 , 49 , 50 , 51 , 52 ]. There is one dependent variable (typically the overall satisfaction) explained by a series of criteria and other external factors. However, one can also use other dependent dimensions as proxies for such overall satisfaction. Examples include the willingness to return [ 36 , 48 , 53 ], medical services satisfaction, accommodations services satisfaction, nursing services satisfaction [ 54 ], satisfaction with the quality of medical information [ 55 ], and healthcare quality [ 56 ]. Compared with the overall satisfaction and the willingness to recommend hospitals/clinics, other studies are scarce within the sample of papers passing the PRISMA sieve. Therefore, we conducted three different analyses because of the different dependent variables used in each article, i.e., global analysis regardless of the dependent variable used, overall patient satisfaction, and willingness to recommend a hospital/clinic.

To provide a more unambiguous graphic representation of the analysis, we grouped some patient satisfaction related factors related to each other into a single factor. These are some examples: (i) concern (from the doctor, the nurse, or other staff, either clinical or not); (ii) clinical staff social characteristics (assurance, attention, attitudes, kindness, skills, and specialty); (iii) hospital characteristics (image, location, quality, size, and type); and (iv) patient’s social characteristics (autonomy, dignity, emotional support, income, life expectancy, marital status, nationality, occupation, race, residence, satisfaction with life, and stress level).

4.2.1. Global Analysis about the Most Frequently Used Satisfaction Criteria and Explanatory Variables

We started by analyzing all factors related to patient satisfaction, clustering in terms of satisfaction criteria and explanatory variables, regardless of the dependent variable used by researchers. As their name indicates, explanatory variables are useful to find out potential drivers or determinants for satisfaction. They are nondiscretionary for hospital/clinic managers but may play a prominent role in infrastructure management. We divided the fifteen most utilized factors into criteria and explanatory variables; Figure 2 and Figure 3 represent them, respectively. These factors are the ones that most researchers use to study patient satisfaction and may not correspond to the most important and influential factors of patient satisfaction.

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Analysis of the most utilized criteria in the literature (global analysis).

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Analysis of the most utilized explanatory variables in the literature (global analysis).

Of the fifteen most used factors, eleven are criteria, and four are explanatory variables. The doctor’s characteristics, waiting time, medical care, and information provided have the highest utilization rates of utilization within the criteria. Patient’s social characteristics, patient’s age, patient’s education, and perceived health status also have the highest utilization rate, but are within the explanatory variables. However, this analysis is not directly related to the importance rate analysis; thus, the most utilized factors might not be the most important and influential.

Figure 4 ranks the criteria deemed as the most important to evaluate satisfaction. In contrast, Figure 5 presents the most critical explanatory nondiscretionary dimensions. This first analysis, the most complete one, resulted in fifty-six factors, divided into forty-seven criteria and nine explanatory variables. From Figure 4 , it is possible to conclude that the three criteria most important in collecting articles are medical care, waiting time, and communication with the patient. Despite not being in the top three, criteria related to the doctor’s social skills exhibit a high importance rate and should be noticed. It is interesting to note that researchers conclude that staff’s social skills, such as communication, are more critical than others, such as like food quality and comfort. Also, the criteria associated with the technical skills of staff appear to be less critical. This seems to be in line with some authors who claim that patients are usually unable to judge health professionals in those terms [ 2 , 3 , 4 , 5 ].

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Analysis of criteria deemed as the most critical in the literature (global analysis).

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Analysis of explanatory variables deemed as the most critical in the literature (global analysis).

Additionally, waiting time is one of the most critical criteria to study patient satisfaction. For instance, Ferreira et al. [ 25 ] classified this criterion as a critical must-have requirement. It means that patients take it for granted and neither get satisfied nor dissatisfied if the waiting time is null. However, their dissatisfaction increases intensely when waiting time becomes more substantial. The authors also verified that waiting time was the most crucial criterion for patients in medical appointment services.

Figure 5 shows that the patient’s age, the perceived health status, and the patient’s education are the variables that studies tend to consider as the most influential to patient satisfaction. Previous studies that say that age, education, and self-reported health status have an evident and significant influence on the satisfaction outcomes were confirmed [ 38 ]. Older patients or those with better self-perceived health status are typically more satisfied, while highly educated people are less satisfied with the healthcare services provided [ 34 , 42 ].

Differences arise after comparing the results from the utilization analysis and the importance rate analysis. Figure 2 and Figure 4 , both portraying criteria, reflect differences in the ranking positions. The doctor’s characteristics, the most utilized criterion, was placed fourth on the importance-related raking. Communication with the patient also occupies different positions in the analysis. Figure 2 shows this criterion in the seventh position, while in Figure 4 , it is the third criterion with the highest importance rate.

Regarding the explanatory variables, Figure 3 and Figure 5 also display disparities. The patient’s social characteristics are the most used cluster of explanatory variables, but it occupies the fourth position on the importance rate analysis. The patient’s age has the second-highest utilization rate and the highest importance rate. The patient’s education occupies the third position in both analyses. Lastly, perceived health status is ranked fourth in Figure 3 , but secondly in Figure 5 .

4.2.2. Overall Patient Satisfaction as the Dependent Variable

As in the previous case, we divided our analysis into criteria and explanatory variables. Identical to the global analysis, the fifteen factors deemed the most used in literature are eleven criteria and four explanatory variables. The results of this analysis are equal to the global analysis’ results, with a slight change in the percentage level. The doctor’s characteristics, waiting time, medical care, and information provided remain the most used criteria with a percentage of 43%, 38%, 28%, and 27% each. The four explanatory variables continue the same, with the patient’s characteristics, patient’s age, patient’s education, and perceived health status as the most utilized. The percentages of these variables suffered minor modifications.

Regarding the importance analysis, fifty-six factors are assessed, similar to the first analysis, with forty-seven criteria and nine explanatory variables. One can only observe a few differences between this and the previous analyses. It is mostly motivated by the fact that researchers often tend to look at the overall satisfaction instead of other related concepts like willingness to return or recommending the healthcare provider. The three most important criteria are medical care, waiting time, and communication with the patient. These are the same as the first analysis, but with a modification of each criterion’s percentages. As mentioned above, the doctor’s social skills also have a similar percentage as the top three global analysis criteria. However, in this second analysis, the criterion “accommodations” has a higher utilization percentage. The patient’s age, perceived health status, and patient education are the most important explanatory variables. The variables are the same as in Figure 5 but have different percentages.

4.2.3. The Willingness to Recommend the Healthcare Provider as the Dependent Variable

The third and last analysis regards the dependent variable “willingness to recommend.” For the utilization analysis, we also present the fifteen most used factors. However, since one sole factor is an explanatory variable (patient’s characteristics), both criteria and explanatory variables are presented on the same chart ( Figure 6 ).

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Analysis of the most utilized factors in the literature (willingness to recommend analysis).

The results of this utilization analysis differ from the two utilization analyses presented above. Despite doctor’s and patient’s characteristics being the factors with the highest utilization rates (consistent with the previous analysis), the remaining factors and percentages suffered alterations. Waiting time and medical care, the second and third criteria with the highest utilization rates on the previous analyses, are now positioned in seventh and eighth place, respectively. Nurses’ characteristics and nursing care are the criteria with the most significant rate increase, at more than 30%. The change in the dependent variable is responsible for the alterations of these results. Studies that consider the dependent variable “willingness to recommend” tend to adopt different factors, focusing on nursing care and professionals, compared with the studies analyzing the “overall patient satisfaction.”

In the importance analysis, since there were only twenty factors assessed, including nineteen criteria, and only one explanatory variable, we show the results compiled in Figure 7 . Regarding the explanatory variables, only the patient’s age resulted from our search. It is a consistent result compared to the previous ones, given that the patient’s age is the most relevant explanatory variable in all three analyses. As one can see, the three most important criteria are waiting time, nursing care, and the doctor’s social skills. Medical care, the most frequent criteria in the other two analyses, is not as relevant in this analysis. Nursing care is more relevant in this analysis than in the previous ones. It is in line with the results of the utilization analysis for this dependent variable. Nursing related factors are more frequent and deemed crucial when the dependent variable is “willingness to recommend.”

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Analysis of factors deemed as the most critical in the literature (willingness to recommend analysis).

4.3. Discussion on the Most Critical Patient Satisfaction Criteria and Explanatory Variables

When comparing the results from the three analyses carried out, it is possible to reach conclusions about each factor’s importance. According to the literature, the criteria of medical care, communication with the patient, and waiting time are the three most critical. The doctor’s social skills, accommodations, nursing care, and information provided can also be considered relevant criteria. The explanatory variables of patient’s age, perceived health status, and patient’s education are the remaining ones.

Some past systematic reviews have revealed that interpersonal or social skills (such as medical/nursing care and attitudes), technical skills, infrastructure and amenities, accommodations, environment, accessibility, continuity of care, and the outcome are the satisfaction criteria present in the majority of studies related to satisfaction in healthcare [ 14 , 16 , 17 , 18 ]. In terms of explanatory variables, these reviews also point out the frequent use of variables such as the patient’s gender, age, education, and marital status. These dimensions should affect customers’ satisfaction ratings, helping to understand them, but should not be confused with criteria.

Despite the similarity of results between the previous reviews and the current one, some other factors seem to assume a high relevance for researchers. They include waiting time and the information provided, which interestingly are not present in the previous reviews. On the one hand, waiting time is a determinant of healthcare dissatisfaction, regardless of the inpatient stage. Waiting time is clearly an obstacle to access. Meanwhile, efficient hospitals usually have short waiting times [ 15 ]. The longer the waiting time, the more dissatisfied the customer is [ 57 ]. However, the converse is not necessarily true. If the waiting time is very short or even null, the customer may take it for granted because she/he needs the medical/nursing procedure and be neither satisfied nor dissatisfied. It means that waiting time is usually pointed out as a must-have requirement [ 25 ].

On the other hand, the criterion information provided may refer to any care process, since the patient enters the system until he/she leaves it. Communication or the capacity of providing useful information includes the treatment guidelines, rights, duties, means of complaint and suggestions, current health status, and the post-discharge process at home. For instance, inadequate post-discharge care and lack of patients’ preparedness are two potential determinants of readmissions for further care [ 58 ]. Readmissions within a specific (short) period after discharge may reveal a lack of care appropriateness, either in terms of the clinical staff’s technical skills or the information provided about care at home. Therefore, it is an excellent practice to sufficiently prepare the discharged patient (or someone responsible for her/him) for proper care at home. Missing or confusing information provided by the clinical staff contributes to a lack of preparedness and, by consequence, to customer dissatisfaction. We should remark that communication should be a social skill of any healthcare worker. The fact that this criterion does not appear in previous reviews is perhaps the result of merging some criteria related to it. However, we point out the need for high discrimination of criteria during a satisfaction survey.

4.4. Methods Employed in the Literature

Figure 8 provides a chart comparing the different literature methods devoted to the patient’s satisfaction analysis. We identified four main methods: logistic regression analysis, factor analysis, structural equation modeling (SEM), and multiutility satisfaction analysis (MUSA). Nonetheless, other ancillary methods are suitable for satisfaction analysis when complementing those four.

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Analysis of methods utilized in the literature.

We can observe that regression analysis is chosen by most researchers (64%). Factor analysis is in second place, with 24% utilization, followed by SEM (11%), and lastly MUSA (1%). From the 153 collected articles, 27 (18%) combined different methods in a complementary nature: factor analysis with regression analysis (16 of the 27 articles, or 59%), and factor analysis with SEM (11 of the 27 articles, or 41%), are the two combinations observed. The difference in the level of utilization of each method can be due to the difficulty of implementation. SEM and MUSA are more complex than the other two and thus harder to implement. Contrary to this, logistic regression and factor analysis are more straightforward to implement, becoming more attractive to the researcher. We provide a brief description of each method below to better understand the methodology used in the articles collected.

Factor analysis: A mathematical model explains the correlation between a broad set of variables in terms of a small number of underlying factors [ 59 ]. It uses procedures that summarize information included in a data matrix, replacing original variables with a small number of composite variables or factors [ 60 ].

Logistic regression analysis: This analysis is frequently employed to model the association between a response and potential explanatory variables. Every association is evaluated in terms of an odds ratio [ 61 ].

Structural Equation Modelling (SEM): This is a general modeling technique used to test the validity of theoretical models that define causal and hypothetical relations between variables [ 62 , 63 ]. Some researchers have combined SEM with other types of analyses for the study of satisfaction, although without an application to the case of healthcare, such as with Ciavolino et al. [ 64 ] and Sarnacchiaro et al. [ 65 ].

Multicriteria Satisfaction Analysis (MUSA): The basic principle of MUSA is the aggregation of individual judgments into a collective value function, assuming that customers’ global satisfaction depends on a set of criteria representing service characteristic dimensions [ 25 , 66 ]. MUSA has a generalization, called MUSA-INT [ 67 ], which accounts for positive and negative interactions among criteria.

4.5. Discussion on the Most Frequent Model/Method Used in Literature

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As seen in Figure 8 , the most used method is logistic regression analysis due to its implementation simplicity and reliability of results. Logistic regression is a statistical method where one variable is explained or understood based on one or more variables. The variable being explained (typically the overall satisfaction or the willingness to return) is the dependent or response variable. The other variables used to explain or predict the response are the independent variables. Essential features of logistic regression include: (a) it provides a single regression coefficient estimate of covariates for each response category; (b) it follows stochastic ordering; (c) it is easy and straightforward to apply; (d) it needs a few parameters to estimate; and (e) the odds are proportional across the response variable are [ 71 , 72 ]. The outcome variable in an ordinal logistic regression model can have more than two levels. An estimation of the probability of being at or beneath an outcome level, depending on the explanatory variable, is executed in this analysis [ 73 ]. Limitations are, however, also a part of this model, since: (a) large samples are required since the coefficients are estimated by maximum likelihood estimate; (b) proportional odds assumption should be satisfied, meaning that the odds ratio is constant across the cut-off point for each of the covariates in the model. If this assumption is not truthful, the estimate of the parameters obtained is not valid [ 71 ].

Another alternative for categorical variables is MUSA [ 66 ]. This model can be applied to the satisfaction-related data [ 74 , 75 , 76 ] because it estimates (through optimization) the value functions associated with each criterion and value scales are no longer categorical. Unlikely logistic regressions, MUSA does not rely on the proportional odds assumption that rarely is satisfied in practice. In truth, MUSA is a model for satisfaction analysis, which is nothing but a robust ordinal regression. For that reason, we may argue that MUSA is the non-parametric version of logistic regression and, therefore, makes fewer assumptions than the latter. In other words, while some validity conditions must be met so that the result of parametric models is reliable, non-parametric models can be applied regardless of these conditions. However, the power of the parametric model is traditionally superior to the power of its non-parametric counterpart. Furthermore, MUSA is challenging to implement, limiting its use by more researchers. We should point out that it is good practice to apply several alternative models (namely MUSA and the logistic regression) and to test for the robustness of outcomes.

Other approaches have also been proposed in the literature to study satisfaction. One is the so-called Benefit of Doubt model [ 77 ], which is a particular case of the well-known Data Envelopment Analysis (DEA). Bulut [ 78 ] used the Benefit of Doubt to construct a composite index based on citizens’ emotions and senses. Such an alternative was not applied to the healthcare sector at that point in time. However, Löthgren and Tambour [ 79 ], Bayraktar et al. [ 80 ], Gok and Sezen [ 81 ], Mitropoulos et al. [ 82 ], and Mohanty and Kumar [ 83 ], to name a few, have included satisfaction data in their DEA exercise. The same critique made to the use of ordinal data in SEM and PCA applies to the case of the Benefit of Doubt (and DEA), as it is nothing but a linear programming model. The Benefit of Doubt is commonly used for benchmarking purposes. If one wishes to benchmark decision-making units based on satisfaction, one can couple MUSA and Doubt’s benefit. Indeed, recalling Grigoroudis and Siskos [ 66 ] and Ferreira et al. [ 25 ], one can establish a satisfaction index associated with each criterion and decision-making unit. Such an index is a function of the utilities per satisfaction level. Therefore, these indexes can replace the indicators traditionally used in the Benefit of Doubt model. Another alternative is the DEA-based maxmin model of Li et al. [ 84 ], Dong et al. [ 85 ], and Wu et al. [ 86 ] that allows the maximization of each decision-making unit’s satisfaction.

The principal component logistic regression is another alternative recently proposed. According to Lucadamo et al. [ 87 ], Labovitz [ 88 ] and O’Brien [ 89 ], “ proved that if the number of categories is sufficiently large (e.g., six or seven points), one can apply the product-moment correlations on ordinal variables with negligible bias .” However, such conclusions resulted from controlled simulation procedures, which might hardly apply to the real world. Although the logistic regression has its own merits regarding the analysis of satisfaction determinants, it also has limitations, as discussed above. Unless “ successive categories of the ordinal variables are equally spaced ” (an extreme assumption), then the merging of PCA and logistic regression is not likely to produce reliable results.

The multiobjective interval programming model proposed by Marcenaro-Gutierrez et al. [ 90 ] and Henriques et al. [ 91 , 92 ] which was applied to explore the trade-offs among different aspects of job satisfaction is an interesting one. In short, the model optimizes some coefficients related to those trade-offs by merging interval programming and econometric techniques. It should be explored in the future and applied to the healthcare sector.

4.6. Is There Any Association between the Adopted Method and the Criteria Deemed More Critical for Satisfaction Analysis?

To corroborate or invalidate the hypothesis of an association between adopted methods and critical factors, an analysis was performed where the critical factors mentioned per study were clustered in terms of the method adopted. As demonstrated above, the main critical factors are waiting time, medical care, communication with the patient, information provided, and patient’s age. Logically, these factors are the most prominent in each method, given their high importance rate.

From the logistic regression analysis, waiting time, patient’s age, communication with the patient, doctor’s characteristics, and medical care are the factors with the most notable presence. In factor analysis, doctor’s characteristics, medical care, waiting time, the information provided, and accommodations are the most relevant factors. Using SEM, accommodations and doctor’s characteristics are the more noticeable factors. Finally, with MUSA, accommodations, waiting time, doctor’s characteristics, and admission process are the most distinguishing factors. However, due to the reduced number of studies applying this latter method, it was not possible to assess any pattern of association between this method and the critical factors.

Assessing the analysis results, it is possible to conclude that most factors with a consistent presence within the different methods are critical factors. Thus, we found no association pattern between the most critical factors and the researcher’s method.

4.7. Is There Any Association between the Country and the Critical Factors?

To examine a possible relationship between the country of study and the critical factors, an analysis was performed on the five countries with the highest number of studies. This restriction was applied because of the reduced number of studies per country and the inability to reach conclusions with a reduced number of studies. The USA, the country with a higher number of studies, revealed that patients’ most critical factors are doctor’s characteristics, patient characteristics, waiting time, and patient’s age. In Germany, doctor’s characteristics, organization, outcome, and medical care are the most critical factors. Chinese patients consider medical expenditure and doctor’s characteristics to be the two most important factors. In Portugal, accommodations, waiting time, accessibility, and medical care are deemed the most critical factors. Finally, in Turkey, doctors’ and nurses’ characteristics and waiting time are the most critical factors for the patients.

It is possible that factors diverge from country to country, giving insight into patients’ preferences from different parts of the world [ 93 ]. The doctor’s social skills are the most important for most countries, followed by waiting time and medical care.

5. Bibliometric Analysis

Bibliometric analysis is a separate analysis that one can apply to evaluate research by analyzing bibliographic data and describing publication patterns within a determined field. Methods such as co-citation and bibliographic coupling, which are discussed below, can be considered relational techniques to explore research structure, indicating patterns of authors or affiliations and prominent topics or methods [ 94 , 95 ]. The number of articles included in this bibliometric analysis differs from the number included in the statistical analysis. For the collection of articles, the databases Scopus, Web of Science, and PubMed, as already mentioned, were all explored. However, when performing a bibliometric analysis, it was not possible to compile the citation files of different databases. Thus, to achieve and extract the maximum information possible, we choose the Scopus citation file as the one with the highest potential to perform the bibliometric analysis in the Bibliometrix R package software. The citation files have different sizes, the Scopus database being the one with the highest number of articles included, 140. Web of Science included 118, and PubMed only included eight articles. It is important to note that the same article can be present in more than one database.

Figure 9 presents the growth rate of the number of published articles and mean total citations (TC) in the collection. It can be observed that these two variables are not aligned with each other, meaning that when one grows, the other does not necessarily grow as well. In the years 2009, 2010, and 2011, the number of published articles peaked, with a percentage of 6%, 7%, and 9%, respectively. The number of publications then decreased and peaked in 2018, 2019, and 2020. The mean of TC reached peaks in 2000, 2011, 2002, and 2012, and thus was not directly related to the number of publications. Neither of these variables follows a linear path, since the inflation occurs in what seems to be random intervals of time.

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Number of articles and mean of total citations (TC) per year.

In this collection of 140 articles, 100 journals served as sources. The ten journals displayed in Table 4 are the ones with the highest number of publications (in this collection) and alone represent 42% of the articles. Most of the journals are related to health, as would be expected, but patient satisfaction is multidisciplinary. Despite many articles related to health, business, social sciences, and biochemistry, there are examples of subject areas in which this topic is included. When comparing the number of TC for each journal with the articles in this collection, Social Science & Medicine is the journal where the highest cited articles are published.

Ten of the most utilized journals. The citations presented in this table are the sum of the total citations of the articles published by each journal.

In total, there is a reach of 57 countries in this review. However, only the ten countries with more publications are presented in Table 5 . It is noticeable that most of the articles collected are from the USA. Germany, China, and Portugal also have a particular emphasis, being the countries with the highest number of publications. It is important to note that many publications have affiliations with more than one country. Among the ten most impactful institutions, four are from the USA, and the remaining are also from countries mentioned in Table 5 .

Ten most studied countries from collected articles.

5.1. Co-Citation Analysis

A co-citation analysis measures the frequency of two publications cited together, indicating the affinity and proximity between them [ 96 ], and can also be applied to authors and sources. Two documents are co-cited when a third document cites them; having more documents that cite the same two documents translates into a more robust association [ 95 ]. This analysis says that two co-cited papers have a similar theme [ 94 ], thus identifying the most influential authors and their interrelationships inside a determined theme [ 97 ]. The co-cited papers are grouped into different clusters, considering the research area’s knowledge base and the similarity of themes [ 98 ]. The results of the top fifteen publications are presented in Table 6 .

Total citations (TC) and TC/year of the fifteen most cited publications.

Table 6 provides a citation analysis to identify the most influential articles on the subject of patient satisfaction. In addition to the total number of citations, the number of average citations per year is also included in this analysis, given that it provides an unbiased look at the impact of each article without prioritizing the year of publication [ 99 , 100 ]. When analyzing Table 6 , it is possible to conclude that the article with the highest number of citations is the most impactful and influential in the collection. The same happens for the following four articles. An example of an article with a ratio of TC/Year that is relatively high for the number of TC is Bjertnaes et al. [ 43 ], ranked on the second to last table position.

5.1.1. Documents’ Co-Citation Analysis Results

Figure 10 shows the network of the co-citation analysis (the graphs are constructed through VOSviewer software). Circles represent the items (documents, authors, sources, or keywords). The higher the number of citations or occurrences, the larger the size of the circle. Not all items are displayed; otherwise, they might overlap. The path length estimates the distance between items; the closer two items are, the stronger their relatedness. The connections between the items (lines) are called links. Link strength is a number associated with the link itself, which shows how secure the connection is between the items assessed. For instance, in the co-authorship links, the higher the link strength, the higher the number of publications the two authors developed [ 101 , 102 ].

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Documents’ co-citation analysis network using VOSviewer software. Source: authors’ own construction.

Through association strength and considering publications with a minimum of seven citations, 32 articles within four clusters were found. It is important to note that the citations considered are local citations.

Cluster 1 comprises ten articles and is the second most cited cluster, with 102 citations and the most important regarding link strength (566). The studies included in this cluster are from the USA and are mainly reviews or academic settings. The main article within this cluster is Sitzia and Wood [ 103 ] with 24 citations and a 133-link strength. This cluster has the oldest set of collected articles, all ranging from the 1980s to the 1990s.

Cluster 2 is a collection of nine articles, with 103 citations and 485 link strength. Overall, it is the cluster with the highest number of citations but the second in link strength. These studies are all from the USA and create more profound research since they explore what factors influence patient satisfaction by developing patient surveys. The articles with the most impact in this cluster are Jackson et al. [ 11 ] with 18 citations and 94 link strength, and Jaipul and Rosenthal [ 104 ], with ten citations and 62 link strength. The majority of articles presented in this cluster are from dates after the 2000s.

Cluster 3 , in its turn, is composed of eight articles, with a total of 57 citations and 218-link strength. This cluster has the lowest number of citations and is the second to last regarding link strength. The articles focus on finding the factors that influence patient satisfaction, but are not as in-depth as the second cluster articles. Some articles with an academic setting are also present. The most important articles in this cluster are Andaleeb [ 32 ] with nine citations and 31 link strength; Parasuraman et al. [ 105 ], with nine citations and 23 link strength; and Otani et al. [ 106 ], with eight citations and 44 link strength.

Cluster 4 has five articles, with a total of 249 citations and 50 link strength. Regarding citations, this cluster is ranked in third place. It is the least important in terms of link strength. The articles from this cluster are all from the 1980s and 1990s, similar to the first cluster. Hall et al. [ 107 ], with 18 citations and 104 link strength, Cleary and McNeil [ 108 ] with nine citations and 39 link strength, and Kane et al. [ 109 ] with eight citations and 37 link strength, are the articles with the most impact in this cluster.

5.1.2. Authors’ Co-Citation Analysis Results

There are 8691 authors; thus, a restriction of a minimum of 20 citations per author was applied, and 30 authors were found divided into four clusters. Figure 11 shows the network of the author’s co-citation when the method of association strength is applied. The circles’ size represents the number of times the author is cited in the collection of 140 articles.

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Authors’ co-citation analysis network using VOSviewer software. Source: authors’ own construction.

Cluster 1 includes fourteen authors and is the most crucial cluster, with the highest number of citations (449) and link strength (4775). The most relevant authors are Cleary (54 citations and 581 link strength), Hall (50 citations and 466 link strength), and Kroenke (45 citations and 535 link strength). These authors correspond to cluster 4 of Figure 10 , highlighting two of the above mentioned as the authors of two of the most cited documents of cluster 4 on the documents’ co-citation analysis.

Cluster 2 includes seven authors and is placed second on ranking the number of citations (213) and link strength (2147). Otani is the most relevant author in this cluster (50 citations and 485 link strength). This author is also the one with the most contributions to the collection, with a total of six articles, followed by Elliott (34 citations and 243 link strength) and Kurz (29 citations and 337 link strength), who collaborates with Otani on four of the six articles present in the database. Some of these authors have articles present on cluster 3 of the co-citation analysis.

Cluster 3 has five authors and placed third with regard to citation’ ranking (125) and link strength (969). Parasuraman (31 citations and 228 link strength), Donabedian (29 citations and 275 link strength), and Zeithaml (25 citations and 205 link strength) are the most influential authors in this cluster. The authors of this cluster are dispersed through clusters 3 and 4 of the documents’ co-citation analysis.

Cluster 4 is composed of four articles and is the least relevant cluster in citations (99) and link strength (823). The authors in this cluster are Aiken (31 citations and 236 link strength), Orav (25 citations and 185 link strength), Sloane (22 citations and 199 link strength), and Coulter (21 citations and 203 link strength). These authors are not present in Figure 11 due to the low number of local citations of their articles.

5.1.3. Sources’ Co-Citation Analysis Results

In Figure 12 , sources (journals) where the articles were published are assessed to find the frequency in which two sources are co-cited. It translates into the similarity between the scope of focus of the sources. Each circle represents a journal, and the size of the circle is proportional to the number of citations. Sources in the same cluster or that are connected have similarities.

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Sources’ co-citation analysis network using VOSviewer software. Source: authors’ own construction.

From the 2278 sources present in the sample’s references, only sources with more than 20 citations were considered, making up a total of 29 sources. Through the method of normalization strength, three clusters were found. It is important to note that the sources in this analysis are the sources of documents cited by the collection of 140 articles and not the sources from the 140 articles in the collection.

Cluster 1 is composed of ten items and is the least important in citations (303) and link strength (4879). Despite being one of the most significant clusters, the sources included are not the most renowned. The International Journal of Health Care Quality Assurance (47 citations and 614 link strength), The Healthcare Manager (41 citations, and 496 link strength), and The Journal of Marketing (40 citations and 767 link strength) are the most relevant journals in this cluster. Cluster 1 is the only cluster of the analysis that included sources not only related to the medical field, such as the Journal of Marketing , Journal of Retailing, Journal of Services Marketing, Journal of the Academy of Marketing Science , and Managing Service Quality .

Cluster 2 has ten items and is the most important regarding citations (660) and link strength (9719), as can be seen by the differential size of the circles in Figure 12 . Social Science & Medicine (189 citations, and 2632 link strength), Medical Care (179 citations and 2450 link strength), and The Journal of General Internal Medicine (73 citations and 1217 link strength) are the most important sources regarding citations’ link strength in this cluster. Special attention goes to The British Medical Journal, Annals of Internal Medicine , and The Journal of the American Medical Association , which are the sources with a significant impact on the field. It is noticeable that the second cluster is the most important and impactful of the three.

Cluster 3 included nine sources and is in second place in citations (400) and link strength (4890). The International Journal for Quality in Health Care (86 citations and 995 link strength), BMC Health Services Research (59 citations and 683 link strength), and Health Services Research (56 citations and 756 link strength) are the sources with the most citations and link strength in this cluster. It is necessary to give a particular highlight to other sources integrated into this cluster, such as The New England Journal of Medicine and The Lancet , two highly influential journals in medicine.

5.2. Discussion on the Bibliometric Analysis Results

After conducting a bibliometric study with co-citation and bibliographic coupling analysis, it is possible to assess the changes and constants on patients’ satisfaction studies throughout the years and the most influential articles, authors, and journals in the field. The research topic is constant throughout the years, discovering the factors that influence patient satisfaction, those being explanatory variables or criteria that remain in focus. Being that this a worldwide study, articles from multiple countries and institutions were analyzed. However, the USA is the country with the highest number of published articles in this field and the largest number of institutions that executed the research. From a collection of 140 articles, 39% are from the USA, followed by China and Germany, with 8% each. The discrepancy between the number of articles in the USA and the remaining countries might be a result of their health system. Since most facilities are for-profit organizations, it is imperative to keep the customers (patients) satisfied, secure their loyalty, and, thus, ensure the organization’s success. Profitable loyalty and satisfaction need to be taken to a higher level where differentiation and competitive advantage are met [ 110 ].

As mentioned above, with bibliometric methods, it is possible to assess which articles, authors, and journals are the most important in the subject area. Combining the results from both co-citations and bibliographic coupling analysis ensures that a large number of items are evaluated and that definitive conclusions can be achieved.

For the co-citations and bibliographic coupling analysis of articles, the top five documents, considering citations and link strength are: Patient satisfaction: A review of issues and concepts by Sitzia and Wood [ 103 ], Predictors of patient Satisfaction by Jackson et al. (2001), Patient sociodemographic characteristics as predictors of satisfaction with medical care: A meta-analysis by Hall and Dornan [ 111 ], Patients’ experiences and satisfaction with health care: results of a questionnaire study of specific aspects of care by Jenkinson et al. (2002), and Service quality perception and patient satisfaction: A study of hospitals in a developing country , by Andaleeb [ 32 ]. From the decades of 1990 and 2000, these documents are the most influential with regard to the topic of patient satisfaction. It is important to note that from Table 6 , the document Patient safety, satisfaction, and quality of hospital care: Cross-sectional surveys of nurses and patients in 12 countries in Europe and the United States from Aiken et al. [ 12 ], is the article with the most citations, as well as the most influential article throughout the years. However, it was not included in the co-citation nor the bibliographic coupling analysis because it had no connection with the other articles, and thus zero link strength.

The authors’ co-citation and bibliographic coupling analysis revealed that the five most influential authors regarding citations and link strength are Cleary, Hall, Otani, Sjetne, and Aiken. Even though these authors do not have articles presented above that are mentioned as the most influential, these authors have written multiple articles on patient satisfaction and are thus essential and influential in the field.

The sources’ co-citation and bibliographic coupling analysis show that in terms of citations and link strength, Social Science & Medicine and Medical Care are the two most prestigious journals. The International Journal for Quality in Health Care, The Journal of General Internal Medicine , and The Journal of the American Medical Association are also influential journals in patient satisfaction.

6. Concluding Remarks and Future Directions for Research

This study reviewed studies published between 2000 and 2021 in three databases regarding patient satisfaction determinants. Firstly, a statistical analysis to discover the factors that influence patient satisfaction and the researchers’ methods was performed. Secondly, we executed a bibliometric analysis to find the most influential authors and documents within this theme.

The statistical analysis results yielded multiple determinants of satisfaction within diverse research areas, such as medicine, business, and the social sciences. Medical care, communication with the patient, and waiting time, patient’s age, perceived health status, and patient’s education are the factors that most influence patient satisfaction. Each one of these factors can create a positive or negative experience for the patient. Patient satisfaction directly connects to the loyalty of the patient towards the healthcare provider. Patient loyalty results in positive behaviors such as healthcare providers’ recommendations, compliance, and higher healthcare service usage, thus increasing profitability. With healthcare becoming an increasingly competitive market, measuring healthcare satisfaction and quality can help managers control, improve, and optimize several organizational aspects. While some markets and industries try to improve customer orientation, healthcare practitioners have to remain alert for the modifying behaviors of patient expectations [ 10 , 16 , 28 , 112 ]. An important market arising in the past few years has been that of medical tourism, and Ghasemi et al. [ 113 ] have comprehensively studied the impact of cost and quality management in patient satisfaction in this market. The authors verified the existence of a relationship of these three dimensions. Therefore, it becomes obvious that cost impacts satisfaction, a topic that has been overlooked by many researchers. Additionally, social media has been deemed as a relevant way for customers to express their satisfaction levels [ 114 , 115 , 116 ]. The influence of this route on the results should be better understood in future research.

The importance of the determinants of patient satisfaction can be assessed through several methods, as has been previously seen. Due to the ease of handling and computation, factor and regression analyses are the healthcare management methods. However, despite MUSA’s low usage rate, this is a useful method, with many advantages over the traditional customer satisfaction models. It considers the customers’ judgments in the way they are expressed in the questionnaires [ 25 , 67 ]. One must be careful when using ordinal data within models that are not suitable for the former; however, a lesson from our research is that some researchers are still struggling with those models despite the mathematical objections that these face. MUSA’s low usage in healthcare and its potential compared with other alternatives creates opportunities for broader dissemination of studies using that model. Other theoretically suitable alternatives should also be highlighted, including MUSA-INT, the integrated use of MUSA (or MUSA-INT) alongside benchmarking techniques (like DEA or the Benefit of Doubt), and some useful and appropriate multiobjective interval programming models.

Of course, the highlighted fact that patient satisfaction and health quality are not linearly related, and that the patient cannot always properly assess the provider’s performance, is a limitation that any satisfaction-based study faces. Despite the obvious need to study satisfaction determinants (and several reviews have tried to deal with this issue), the consistency of results is somehow absent. Perhaps the socio-economic differences among patients and even the characteristics of the health care systems in which they are part of may help to explain this lack of consistency. Future research should focus on this matter. Another possible limitation is the fact that we did not distinguish between inpatients and outpatients in this study. Although satisfaction may depend on the service itself, the same patient can be either an inpatient or an outpatient in different moments, meaning that the next experience (as an outpatient) will be somehow biased by the previous one (as an inpatient or vice-versa). It may help to justify the fact that often the term “patient satisfaction” seems more appropriate to study the healthcare facility as a whole, as it was one of the objectives in this study.

With regard to the second part of this study, an analysis of the literature through bibliographic methods featured the most important aspects of patient satisfaction research. Based on the article’s co-citation analysis, Patient satisfaction: A review of issues and concepts by Sitzia and Wood was the most relevant document. The published date of this article is 1997; thus, it was not included in our collection. However, when the reference list of the sample articles was analyzed, it was present on most of the lists. From the bibliographic coupling analysis, Predictors of Patient Satisfaction by Jackson et al. was the most critical document. This document was published in 2001, and thus it was included in our collection. These two articles are considered the most important and impactful in the area of patient satisfaction. The author’s co-citation and bibliographic coupling analysis revealed that Cleary and Otani are two of the most influential authors in this field. Both authors have collaborated in many articles in this research area; they are, thus, considered to be two of the most relevant researchers. Cleary’s articles related to patient satisfaction were published in the 1990s and are not included in our collection. Otani, however, is the author with the most documents in our collection. Despite the fact that his number of citations is not the highest, this author is influential because of the high number of collaborations in the field. From the journal’s co-citation and bibliographic coupling analysis, Social Science & Medicine and Medical Care were the most influential in patient satisfaction. However, considering general medicine/health, these journals were not the ones with the highest impact.

The knowledge obtained from this systematic review can be seen as an essential foundation for additional studies, and can be used to enhance further knowledge among healthcare practitioners, researchers, and scholars.

Funding Statement

This research received no external funding.

Author Contributions

Conceptualization, D.C.F. and M.I.P.; methodology, I.V.; software, I.V.; validation, D.C.F., P.C. and M.V.; formal analysis, I.V. and M.I.P.; investigation, D.C.F. and I.V.; resources, D.C.F. and I.V.; data curation, I.V.; writing—original draft preparation, D.C.F. and I.V.; writing—review and editing, D.C.F., M.I.P., P.C. and M.V.; visualization, M.V.; supervision, M.I.P.; project administration, D.C.F.; funding acquisition, D.C.F. All authors have read and agreed to the published version of the manuscript.

Institutional Review Board Statement

Informed consent statement, data availability statement, conflicts of interest.

The authors declare that they have no conflict of interest.

Disclaimer/Publisher’s Note: The statements, opinions and data contained in all publications are solely those of the individual author(s) and contributor(s) and not of MDPI and/or the editor(s). MDPI and/or the editor(s) disclaim responsibility for any injury to people or property resulting from any ideas, methods, instructions or products referred to in the content.

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