9 Ways To Get Doctor Referrals

Want to build strong referral relationships with medical professionals? The key is offering them something of value.

A few therapists at my clinic have been focusing on networking with Doctor's offices as potential referral sources. Through my 10 years in private practice, I've wasted a lot of time visiting medical practices with little result. However, during that time I found a few doctors or health practitioners who have consistently referred to me so I put together an training and presented it at our staff meeting yesterday. I thought that some of you might appreciate some tips on how I've built relationships of trust with medical practices who have referred patients for mental health or relationship therapy.

1) Ask for referrals

Don't be afraid to be bold and ask specifically for referrals from the physician or health provider. Let them know that you currently have openings and will get their patients in as soon as possible. When they refer, be responsive and get their patients in as soon as possible.

2) Face to face builds trust

While sending an email or making a phone call are convenient ways to reach out to physicians, nothing can replace face-to-face interactions when it comes to building trust.

3) Educate them on your specialty areas

Be clear and concise about who you are, what you do, and how you can help their patients. Be clear with them about who you want to see: your ideal client. For more information about how to craft your basic practice message see my post Why Therapists Need An Elevator Speech.

4) Teach them how to make strong referrals

• Suggest that they write the prescription for therapy on an official RX pad
• Suggest that they (or an office assistant) call your office while the client is still in their office to make an appointment.
• Suggest that they strongly recommend you, specifically.

5) Make friends with the office staff

The office support staff, receptionist, nurse, medical assistant, or office manager may actually do more of the referring than the provider. Don't over look the power of building trust and rapport with the support staff in medical offices.

6)  Follow up every three months

Periodically following up with providers is important to staying at "top of mind" for referrals. I've found that contacting the provider every quarter is a good time frame for following up. You don't want to be a nuisance to busy medical practices, or appear desperate by following up too often, however, if you wait six months they may have run out of your cards or forgotten about you entirely.

7)  Make sure they have plenty of cards

Even though we live in a digital age, paper is sometimes the best method for communication. Having professional business cards and brochures printed and regularly stocked give physicians offices something concrete to give to patients and increases the likelihood that they will actually contact you after they leave the office.

8) Offer to be a resource

Healthy relationships need to be mutually beneficial. So, when you ask the doctors for referrals, be sure you have something to offer. I've offered to be an ongoing resource should they have questions about referrals. I often say, "Refer anyone to me and I'll make sure that your patient's get the mental health or relationship counseling they need." Another service you can offer is in-service trainings for their staff on topics relevant to their patients, speak at their staff meetings on something that is valuable to them.

9) Send personalized thank you cards

When you receive a referral from a physician office, be sure to acknowledge and share your appreciation. I've found that sending a personalized physical "thank you" card via "snail mail" makes an impact. Always include a few of your business cards, and ask for more referrals.

What tips have helped you build referral relationships with medical professionals? Please post them below.

(c) Can Stock Photo

5 Steps To Resigning From Insurance Panels

One of the most common questions that private practice therapists ask me is "How do I get off of insurance panels?" This question just came up today in my Private Practice Toolbox Facebook Group so I thought it would be a great topic for a blog post. In previous posts I've written about why I broke up with managed care (part 1) & (part 2), but this post will focus on how to do it.

The thought of letting go of the comfort of being on insurance panels can create a lot of anxiety for private practice therapists. After all, if we don't have clients, we don't get paid. Find comfort in knowing this equation. You only need about half the number of clients in a self-pay practice to make the same income (or more) than you made in an insurance based practice. Once I realized this fact, I felt a lot more comfortable resigning from insurance panels. Let's do the math...

Insurance:

Say you are seeing 20 managed care clients per week and you are reimbursed an average of $70 per client.

20 clients x $70 session = $1,400

20 clients x $70 session x 4 weeks = $5,600 per month

(then subtract your time or money spent in billing and paperwork)

Fee-for-service:

2o clients x $125 = $2500/wk

20 clients x $125 session x 4 weeks = $10,000 per month

10 clients x $125 session x 4 weeks = $5,000 per month

(with NO extra paperwork, NO delay in payment, NO denied claims, NO required diagnosis...)

So often we focus on number of clients instead of the quality of clients and the amount collected per client.

5 Steps To Resigning From Health Insurance Panels

1) Rank the insurance companies

Make a list of insurance panels and rank them from your most favorite to least favorite based on:

• reimbursement rates
• paper work requirements
• how quickly you're paid
• number of clients you see from each panel
• the type of clients generally referred
• your general feeling working with each panel

2) Resign in waves starting with your least favorite

Generally, I recommend to my consulting clients to resign in waves over the course of a year. Resign first from the panels with the lowest ranking - the ones that pay the least and are the most difficult to work with.

3) Check your contract for resignation requirements

Review your contract to check on the resignation process that you agreed to. Look at the time frame required. Do you need to give them 30, 60, or 90 days notice? Do you need to send in a written letter?

4) Beef up your web presence

As part of your plan to resign from insurance panels, it critical to invest in creating other referral sources. The most important being your web presence. Google is my #1 referral source. The majority of our clients who come to my clinic Wasatch Family Therapy find us online. The benefit of clients finding you online is that they've already read about you, your services, and your philosophy on your website and have chosen to contact you. This increases the likelihood that they will be willing to pay your full fee.

• Website - If you don't have a website, make that a top priority. If you have a website, make sure it's effective. Here are some common website mistakes and how to fix them.
• Blog - If you don't have a blog on your site, add one and start blogging weekly.
• Therapist finder sites - join PsychologyToday.com, GoodTherapy.org, and your professional organization's "find a therapist" site to help potential clients find you.

5) Know the benefits of self-pay and be prepared to educate clients

There are benefits to the client for paying out of pocket, instead of going through their insurance company, that they may not be aware of. As you make the transition away from managed care to a fee-for-service practice it's important to familiarize yourself with these benefits so you can educate your clients. A few of those benefits are: control over which provider you choose to work with, the course of treatment decided on by client and therapist instead of insurance company, and no diagnosis requirement.

Here's an example of how a provider educates her patients on the benefits of self-pay. Utah Psychiatrist Kelli Hyland, MD my colleague and consultation client, shares her philosophy in this blog post "Why Self-pay?"

(c) Can Stock Photo