Referral Health Snapshot
Referral Trend — Previous 90 Days
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— Not reviewed this visit
Referral Trend — YTD YoY
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— Not reviewed this visit
Active Referring Providers — Previous 90 Days
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— Not reviewed this visit
Key Discussion Topics
- New doctor collateral: The doctor who joined in November already has a bio pamphlet covering his CV and background — the team agreed a formal bio card isn't needed on top of that.
- Referral growth engine vs. in-house tracking: Klancey has built and manually maintains an extensive ~600-office referral database (color-coded by specialty, with referral pad drop history, study club status, and contact details), which already covers most of what SGA's referral growth engine offers.
- Provider engagement levels: Dr. Nawrocki and Dr. Pereira are highly engaged and have started blocking their own schedules for outreach; Dr. Aguila has open availability but needs a visit schedule built for him.
- Study club / CEU seminar history: The practice previously ran well-attended seminars (via Hybridge speakers and hotel venues) but this has been dormant since the former practice manager who ran it departed. Klancey is open to picking it back up with some support.
Marketing Initiatives Discussed
- Lunch and learns: Set an initial goal of two lunch-and-learns per doctor per month. The team will use the SGA lunch-and-learn flyer already approved, and Klancey will log every office it's dropped at and follow up within about a week.
- Provider outreach scheduling: Cristi will block time on Dr. Pereira's and Dr. Aguila's calendars for visits, mirroring the noon–2 PM Tuesday/Thursday outreach block Dr. Nawrocki already set up himself. Last month Dr. Nawrocki reached 13 offices and Dr. Pereira reached 8.
- Study club / CEU seminar: Klancey will gauge provider interest in guest-speaking (Dr. Nawrocki and possibly Dr. Aguila) and reconnect with a previously-booked outside speaker who is on standby. No rush — targeting a possible October timeline. Jayme will share a hygiene study club playbook as a reference resource.
Wins & Opportunities
Klancey's manually-built database of roughly 600 area offices — complete with referral history, contact details, and study club status — is a genuine asset the team can lean on heavily going forward. Combined with Klancey visiting 30–35 offices a week and Dr. Nawrocki and Dr. Pereira already self-initiating outreach time on their calendars, the practice has strong momentum and engagement to build the outreach plan on top of.
Action Items
| Action | Owner | Due |
|---|
| Build a lunch-and-learn / outreach visit schedule for Dr. Aguila | Cristi Hernandez | August 31 |
| Block calendar time for Dr. Pereira's and Dr. Aguila's outreach visits | Cristi Hernandez | August 31 |
| Log every office where the lunch-and-learn flyer is dropped off and follow up within about a week | Klancey Jones | Ongoing |
| Gauge provider interest/availability for a CEU seminar or study club, including reconnecting with the outside speaker | Cristi Hernandez | August 15 |
| Send the hygiene study club playbook as a reference resource | Jayme Monroe | August 7 |
| Send calendar invites for the Sept. 28 strategy meeting and the working session on lunch-and-learn logistics (Mon, Aug 10 at 2:00 PM ET) | Jayme Monroe | Completed |
