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The Level 2 Certificate in Working with Customers in Health and Social Care is an introductory, knowledge-based qualification designed for individuals who work or plan to work in environments where they interact with patients, service users, families, visitors, and healthcare professionals. It focuses on building a clear understanding of how customer service operates within health and social care settings, with …
The Level 2 Certificate in Working with Customers in Health and Social Care is an introductory, knowledge-based qualification designed for individuals who work or plan to work in environments where they interact with patients, service users, families, visitors, and healthcare professionals. It focuses on building a clear understanding of how customer service operates within health and social care settings, with an emphasis on communication, professionalism, and administrative support rather than clinical or medical procedures.
This course helps learners develop the essential skills needed to support day-to-day operations in healthcare environments, including effective communication, handling enquiries, maintaining accurate information, and providing a positive service experience for patients and colleagues. It also introduces the importance of organisation, teamwork, and understanding workplace expectations in care-related roles.
Study online with OTA through a flexible, self-paced learning format designed for beginners. You receive interactive modules, tutor support, lifetime access and an instant free CPD certificate upon completion, with the option to order a QLS Endorsed Certificate. The course is mobile-friendly, making it easier to study around work, education or other commitments.
By completing this Level 2 Certificate in Working with Customers in Health and Social Care, learners will develop a stronger understanding of customer service responsibilities in health and care environments.
This course is suitable for people aged 16 and over who expect to communicate with patients, families, visitors, colleagues or other customers in health and social care environments.
The course is focused on customer service and support rather than clinical practice, making it a useful starting point for learners interested in the administrative and communication side of healthcare.
Customer-facing roles in healthcare require more than simply answering questions. Clear communication, organization, empathy and professional behaviour can all contribute to a better experience for patients, families and colleagues.
OTA gives learners the flexibility to study at their own pace while developing knowledge that can complement customer service and administrative roles within healthcare and social care environments.
This course can complement customer-facing and administrative roles in healthcare and social care settings. Canadian wages vary by occupation, province, experience and employer.
Annual figures are approximate equivalents based on Canadian Job Bank median hourly wages multiplied by 2,080 hours. Actual earnings vary by role, location, hours and employer.
This beginner-friendly course does not require previous health or social care experience.
All of our courses, including this Level 2 Certificate in Working with Customers in Health and Social Care Course, are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.
All of our courses are accredited by the CPD Quality Standards as conforming to universally accepted Continuing Professional Development (CPD) guidelines.
The Quality Licence Scheme (QLS) is a trusted endorsement framework that certifies high-quality, non-regulated training programmes across various sectors.
The Association of Healthcare Trainers (AoHT) promotes high-quality healthcare training, supporting providers to deliver relevant, industry-aligned education and improve professional standards.
Once you’ve successfully completed your course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost CA$9.99). All of our courses are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.
This module introduces the meaning and importance of customer service within health and social care environments. Learners explore why patients and service users may have different needs and expectations. It establishes the foundation for providing professional, respectful and appropriate customer support in healthcare settings.
Learners explore the principles behind effective patient customer service. The module considers communication, professionalism and approaches that can help create a positive experience for patients and other service users. It also introduces the importance of adapting customer service to different situations.
This module examines the different areas where customer service can form part of a healthcare environment. Learners consider how patients, families and visitors may interact with healthcare organizations and staff. Understanding these touchpoints helps learners recognize the broader customer service responsibilities within care settings.
Learners are introduced to the skills required when working in a customer-facing healthcare role. The module focuses on communication, professional conduct and appropriate responses to customer needs. It helps learners understand how these skills can support efficient and respectful interactions.
Good scheduling is important in medical and care environments where appointments, staff availability and patient needs must be coordinated. This module introduces the fundamentals of organizing schedules and managing appointments. Learners develop awareness of how accurate scheduling can contribute to smoother day-to-day operations.
Healthcare environments use terminology that may be unfamiliar to people entering the sector. This module introduces common medical jargon and terminology to help learners communicate more confidently in a professional setting. It focuses on understanding terminology rather than providing clinical training.
Accurate filing supports the organization and retrieval of information in medical offices. This module introduces effective filing-system principles and explains why organized records are important in administrative environments. Learners develop awareness of systematic approaches to handling workplace information.
Soft skills can influence how patients, families and colleagues experience customer service. This module explores communication, listening, empathy, professionalism and other interpersonal qualities relevant to healthcare support roles. Learners gain a clearer understanding of how behaviour and communication affect workplace interactions.
Different medical professionals may interact with patients and customers in different ways. This module explores how customer service responsibilities can vary across healthcare roles. Learners develop a broader understanding of how communication and support contribute to the patient experience across a medical team.
Customer service in healthcare also involves working effectively with colleagues. This module examines the importance of professional communication, cooperation and workplace support. Learners consider how positive internal communication can contribute to an organized and supportive care environment.
Difficult interactions can occur in any customer-facing environment, including healthcare. This module introduces approaches for responding calmly and professionally to challenging customers. Learners explore the importance of listening, communication, appropriate boundaries and knowing when an issue should be escalated.
The Level 2 Certificate in Working with Customers in Health and Social Care is a knowledge-based course focused on customer service and communication within health and social care environments. It covers patient service, medical terminology, scheduling, filing, workplace communication and dealing with challenging customers. It is designed for people who interact with patients, families, visitors or colleagues.
The course is suitable for individuals aged 16 and over who are interested in customer-facing responsibilities within health and social care settings. It can be relevant to people considering healthcare administration, reception, patient support or other non-clinical roles. No previous healthcare experience is required.
You will learn about patient customer service, communication, scheduling, medical terminology, filing systems and customer service responsibilities. The course also covers soft skills, supporting colleagues and managing difficult customer interactions. Together, these topics provide a broad introduction to customer service in healthcare environments.
Online Level 2 health and social care learning is available through different providers, but an NVQ is a specific vocational qualification with its own assessment and awarding requirements. OTA’s course should not be described as an NVQ unless it is formally awarded as one. This course focuses specifically on working with customers in health and social care.
No. CACHE is an awarding brand associated with specific regulated qualifications, while this OTA course is a Level 2 Certificate in Working with Customers in Health and Social Care. Learners searching for a CACHE health and social care qualification should check the exact awarding body, qualification number and accreditation status before enrolling.
Some providers may offer free learning resources or funded programmes, but a diploma and a short online certificate are not necessarily equivalent qualifications. OTA provides access to this course online and includes an instant free CPD certificate upon completion, with an option to order a QLS Endorsed Certificate.
| Module 01: Introduction to Patient Customer Service | |||
| Introduction to Patient Customer Service | 00:27:00 | ||
| Module 02: Effective Patient Customer Service Training | |||
| Effective Patient Customer Service Training | 00:28:00 | ||
| Module 03: Areas of Patient Customer Service | |||
| Areas of Patient Customer Service | 00:38:00 | ||
| Module 04: Customer Service Operative Skills | |||
| Customer Service Operative Skills | 00:38:00 | ||
| Module 05: Organising Schedules | |||
| Organising Schedules | 00:46:00 | ||
| Module 06: Medical Jargon and Terminology | |||
| Medical Jargon and Terminology | 00:46:00 | ||
| Module 07: Effective Filing Systems in Medical Offices | |||
| Effective Filing Systems in Medical Offices | 00:37:00 | ||
| Module 08: Patient Customer Service Soft Skills | |||
| Patient Customer Service Soft Skills | 00:30:00 | ||
| Module 09: What Customer Service Is to Different Medical Professionals | |||
| What Customer Service Is to Different Medical Professionals | 00:38:00 | ||
| Module 10: Providing Customer Service and Support to Colleagues | |||
| Providing Customer Service and Support to Colleagues | 00:29:00 | ||
| Module 11: Handling Difficult Customers | |||
| Handling Difficult Customers | 00:40:00 | ||
$125 Original price was: $125.$20Current price is: $20. ex VAT
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01 Year of full Course access
Level 2
Endorsed Certificate of Compleiton


