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Q
SOLLEMNES IN 2020
Relationship Building: Everyone is a Referral Source

Pam Davis, RN, CBN, MBA, Program Director 

Centennial Center for the Treatment of Obesity

2016 Bariatric Summit
BariMD Consultant

Ethicon Consultant

Novo Nordisk
Patient Advisor
Identify Sources
Build
Relationships
Increase
Q
SOLLEMNES IN 2020
Current Referral Sources
Existing Patients
Employers/Insurers
Primary Care Physicians
PAM DAVIS, RN, CAN, MBA
WHAT WHERE WHO
is your current
referral situation?
are you focusing your
outreach efforts?
currently sends
you referrals?
Referring Physicians-More than PCPs
Develop and Implement a Referring Specialist Strategy
ORTHOPEDICS
1. Identity the top joint
replacement docs.
2. Go meet them.
3. Speak with them about the
new ORTHO insurance
requirements for BMI criteria for
approval of a joint replacement
4. Create a plan to FAST TRACK
their patients!
5. The more ortho patients YOU
treat, the more THEY treat.
ENDOCRINOLOGISTS OB-GYNS PULMONOLGISTS
1. Make these folks your new
BFF.
2. Ask them to speak at a
CME event or conference.
3. Send them current articles
and ask them to do the
same for you.
4. Promote their services.
5. Gasp. Make referrals to
them.
1. Don’t go straight for the
infertility issue!
2. Treat them like a PCP.
3. Ease into the infertility
conversation.
4. Volunteer to speak at
their conferences.
5. Make referrals, keep
their brochures in your
lobby.
1. Invite them to your
office to do an in-
service for your staff
on sleep studies.
2. Go visit their sleep
center.
3. Make referrals!
4. Communicate.
TRADITIONAL-PHONE
CURRENT-FAX
FUTURE-TEXT
TRADITIONAL-EMAIL
CURRENT-LIVE CHAT
FUTURE-TELEMEDICINE
TRADITIONAL-PATIENT OL
CURRENT-SOCIAL MEDIA
FUTURE-VIRTUAL GROUPS
How do you accept referrals?
Q
SOLLEMNES IN 2020
PATIENT REFERRALS
PATIENT ENGAGEMENT
Patient Referrals - Word of Mouth
Facebook: Pages,
Groups, Live, Ads
@Centennial Center for
the Treatment of Obesity
Pinterest: Recipes,
B&A, product reviews
@CentennialBari
Twitter: 140 characters
@CentennialBari
Google+: Collections,
events, improve your SEO
+CMCWLS
Likes: bump up your
visibility online
Facebook Page: events,
groups, articles, reminders,
testimonials, videos, check in
• Leave brochures with their PCP
• Share their journey
• Tag you on social media
• Write a guest blog for your site
• Mentor/Angel program
• Bring someone to seminar
• Bring someone to group
• Support group leaders
• Invite you to their employer
• Evangelize for your program
NO! YES
How do I incentivize word of mouth?
Q
SOLLEMNES IN 2020
Befriend the Insurers!
• CEU/CME Offerings
• Interpret Articles
• Offer to Serve as a Resource
Provide Services to Employers
• Health Fair Participation
• Ht/Wt/BMI Screenings
• Open Enrollment Fairs
• Free Weight Loss Programs
Someone
Anyone
Everyone
Q
SOLLEMNES IN 2020
Thank you for visiting Nashville!
pamdavisconsulting@gmail.com
(615) 414-4094

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Relationship Building: Everyone is a Referral Source by Pam Davis Consulting

  • 1. Q SOLLEMNES IN 2020 Relationship Building: Everyone is a Referral Source Pam Davis, RN, CBN, MBA, Program Director Centennial Center for the Treatment of Obesity 2016 Bariatric Summit
  • 5. Current Referral Sources Existing Patients Employers/Insurers Primary Care Physicians
  • 6. PAM DAVIS, RN, CAN, MBA
  • 7. WHAT WHERE WHO is your current referral situation? are you focusing your outreach efforts? currently sends you referrals?
  • 8. Referring Physicians-More than PCPs Develop and Implement a Referring Specialist Strategy ORTHOPEDICS 1. Identity the top joint replacement docs. 2. Go meet them. 3. Speak with them about the new ORTHO insurance requirements for BMI criteria for approval of a joint replacement 4. Create a plan to FAST TRACK their patients! 5. The more ortho patients YOU treat, the more THEY treat. ENDOCRINOLOGISTS OB-GYNS PULMONOLGISTS 1. Make these folks your new BFF. 2. Ask them to speak at a CME event or conference. 3. Send them current articles and ask them to do the same for you. 4. Promote their services. 5. Gasp. Make referrals to them. 1. Don’t go straight for the infertility issue! 2. Treat them like a PCP. 3. Ease into the infertility conversation. 4. Volunteer to speak at their conferences. 5. Make referrals, keep their brochures in your lobby. 1. Invite them to your office to do an in- service for your staff on sleep studies. 2. Go visit their sleep center. 3. Make referrals! 4. Communicate.
  • 11. PATIENT ENGAGEMENT Patient Referrals - Word of Mouth Facebook: Pages, Groups, Live, Ads @Centennial Center for the Treatment of Obesity Pinterest: Recipes, B&A, product reviews @CentennialBari Twitter: 140 characters @CentennialBari Google+: Collections, events, improve your SEO +CMCWLS Likes: bump up your visibility online Facebook Page: events, groups, articles, reminders, testimonials, videos, check in
  • 12. • Leave brochures with their PCP • Share their journey • Tag you on social media • Write a guest blog for your site • Mentor/Angel program • Bring someone to seminar • Bring someone to group • Support group leaders • Invite you to their employer • Evangelize for your program
  • 13. NO! YES How do I incentivize word of mouth?
  • 14. Q SOLLEMNES IN 2020 Befriend the Insurers! • CEU/CME Offerings • Interpret Articles • Offer to Serve as a Resource Provide Services to Employers • Health Fair Participation • Ht/Wt/BMI Screenings • Open Enrollment Fairs • Free Weight Loss Programs
  • 16. Q SOLLEMNES IN 2020 Thank you for visiting Nashville! pamdavisconsulting@gmail.com (615) 414-4094