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
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
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