Achieving best practice referral development can prove to be challenging yet today's ultra competitive markets require a best-in-class approach. Take time to develop a framework via a detailed directive that helps move the organization from multiple, fragmented, disparate approaches to one.
A well-designed structure, developed within a time-limited work group, includes role definition as step one. Major responsibilities and core competencies are defined. Internal coordination and reporting, service/support issue resolution, and annual plan requirements are adopted. Performance measurements, CRM software designation and requirements, visit preparation and visit protocols are spelled out. Hard wire with a formalized tool kit. Roll out with fanfare and a kick-off retreat. Update periodically, at least annually, in conjunction with strategic planning.