Insights

Notes on the craft of referral development.

  1. No. 1

    Why referral relationships fade, and how to keep them warm

    The quiet reasons a referring office forgets about a practice, and a few habits that prevent it.

    Fundamentals

    In progress

  2. No. 2

    What a referring office actually needs from your one-pager

    Services, referral instructions, one point of contact. Everything else is optional.

    Materials

    In progress

  3. No. 3

    Mapping your local referral landscape

    Partner types, distance, and fit. What to think about before the first touchpoint.

    Strategy

    In progress

  4. No. 4

    Education, not inducement: outreach boundaries every practice should know

    A plain-language look at why referral outreach has to stay informational. Not legal advice.

    Compliance

    In progress

  5. No. 5

    Email, fax and mail: permission comes first

    How CAN-SPAM, the TCPA and opt-outs shape a professional outreach program.

    Channels

    In progress

  6. No. 6

    Making referrals easy on the receiving end

    How fast intake responds, and whether the referring clinician hears back, matters as much as outreach.

    Operations

    In progress