Referral Guidelines Sample Clauses
The Referral Guidelines clause establishes the rules and procedures governing how referrals are to be made and managed within an agreement or organization. Typically, it outlines who is eligible to make referrals, the process for submitting and tracking referrals, and any criteria that must be met for a referral to be considered valid—such as providing specific information or following a designated workflow. By clearly defining these parameters, the clause ensures consistency in handling referrals and helps prevent disputes or misunderstandings regarding referral eligibility and compensation.
Referral Guidelines. Guidelines for referral procedures and conferences shall be included in such policy to provide appropriate action in the resolution of disciplinary problems.
Referral Guidelines. The parties shall abide by the following general referral guidelines:
a. Broker shall use all reasonable efforts to send all outgoing referrals to a Prudential Real Estate affiliate (which term includes franchisees and company-owned offices, if any) or other PRS Member in the destination community, except as provided below. Any referral to an RSA shared by more than one Prudential Real Estate affiliate or other PRS Member shall be placed exclusively with one of those Prudential Real Estate affiliates or other Members. If there is no Prudential Real Estate affiliate or other PRS Member in the destination community, or if Broker’s customer requests that a non-PRS broker be utilized, Broker shall contact PRS for a broker recommendation and use reasonable efforts to place the outgoing referral with the recommended broker. If Broker’s customer specifically requests that a non-PRS broker be utilized in a designated community, then such a broker may be utilized.
b. Broker agrees to use forms and procedures designated by PRS to process all Broker’s referrals in accordance with the PRS Policy Manual.
c. Broker shall initiate all referrals by telephone to the destination broker and enter the referral information in a software program approved by PRS if available. If accepted, the destination broker shall use reasonable efforts to keep the origination broker informed of the referral status thereafter, as may be required by the PRS Policy Manual.
d. Broker shall make reasonable efforts to send only qualified referrals in accordance with the PRS Policy Manual. A destination broker shall have 48 hours after contact from an origination broker to reject a referral. Such rejection shall be made in accordance with the PRS Policy Manual. If not rejected within 48 hours, the referral shall be deemed accepted. Referrals shall not be rejected unless the customer has previously been referred or acquired from another source and has been properly registered by the destination broker on such broker’s customer list, or the customer refuses the destination broker’s services. If a referral is rejected because the customer has previously been referred or acquired from another source, then the origination broker may not send such referral to another broker.
e. In the event that the RSA is covered by more than one PRS Member, there shall be a co-listing in the PRS Directory.
f. Primary responsibility for referral and relocation activity of Broker shall be performed by designated employee...
Referral Guidelines. The CATS providers will liase with authorised referrers to support and educate them in appropriate conditions for referral into the CATS. . Patient referral data will be recorded and where necessary and appropriate, the CATS staff will seek to clarify any gaps in the Minimum Data Set with the referring GP and/or patient.
Referral Guidelines. 19.1 Any individual or partner of an individual testing positive for chlamydia through the ‘ruClear’ programme.
19.2 Individuals will be excluded from referral if, at the time of being informed of the results, they are pregnant or exhibiting symptoms of chlamydia infection in which case they will be referred to the appropriate healthcare professional(s).
19.3 Pharmacists will be faxed or emailed (according to their preference) the name and identification number of positives and partners who have been referred, however it is possible that individuals may self-refer to any participating pharmacist by means of presenting for treatment without prior notification. This is acceptable as long as the client has a valid identification number.