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EBP - Building Rapport

Early Identification and Referral

EBP - Building Rapport

Early Identification and Referral

This page was last updated on Apr 28, 2017 at 8:45 am

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Evidenced-Based Practice: Building rapport and establishing credibility with primary referral sources

What It Looks Like:

  • Visits to and meetings with representatives from primary referral sources
  • Clear, concise message (written and verbal)
  • Well-planned visits and meetings
  • Assured, confident, knowledgeable messenger
  • Well-planned follow-up

Things to Think About:

  • Have you identified the best contact(s) within the targeted system(s)? Can the person help you gain access to key contacts?
  • Does the person you’re meeting with have responsibility for making referrals?
  • Have you prepared a tailored message for the meeting? Does the message include the benefits of technical assistance from your project?
  • Do you have written materials to reinforce your message?
  • Have you identified the best person(s) to conduct the meeting/visit and deliver the message? (e.g. staff member, family member, member of your advisory board, medical specialist, consumer)
  • Have you practiced what you’re going to say?
  • If you’re not the messenger have you reviewed the message/coached the messenger?
  • Have you thought about questions that might be asked and how you will answer them?
  • Have you planned how you're going to wrap up and summarize the meeting?
  • Have you planned how you will follow up?

Adapted from Improving Outreach to Primary Referral Sources; TRACE Practice Guide, Nov 2006.


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