The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy

Referrals Done Right

Apr 30, 2018
Reimagine the role of a therapist in today's world. Learn why timely responses to callers matter and discover effective strategies for navigating in-network referrals. Explore the legal and ethical responsibilities around referrals, including the risks of kickbacks. Understand the importance of maintaining call logs to protect yourself legally. Finally, get insights on effective networking and the distinction between genuine recommendations and mere mentions, all while prioritizing client needs.
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ADVICE

Return Calls Promptly And Set Limits

  • Return every prospective client call when possible, even if delayed, because responsiveness can convert inquiries into clients.
  • Use brief, clear follow-ups and set limits so referral help doesn't consume your practice time.
ADVICE

Limit Time Spent On Non-Client Referrals

  • Spend minimal time (a few minutes) matching non-clients to potential therapists unless it's clinically necessary.
  • Protect your schedule by prioritizing referrals you can reasonably complete without heavy time costs.
ADVICE

Balance Altruism With Business Sense

  • Help people in crisis and provide good customer service, but balance altruism with business needs.
  • Building a reputation as a reliable referrer can generate reciprocal referrals and strengthen your network.
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