Certified Placement and Referral Specialist Course Instructor NTKN-login Author 0% What You Should Learn taking this course. This section does not have any lessons. Maintain pre-screen finding Identify potential care providers Complete a care provider profile Execute referral contract agreement Maintain pre-screen findings Meet with the prospective resident Establish purpose for contact Conduct comprehensive intake Educate the family New Lesson Follow-up after the move-in Personally match care options with clients needs Refer clients to providers Coordinate tour with client or representative Tour providers with client or representative Follow up with client after the tour Follow up with care provider after the tour Clarify pricing for client Facilitate the move-in process follow up after the move-in Complete Required Documentation Manage client information Manage partnership/referral agreement/contracts Developing the Business Develop a business plan Ensure compliance with laws and regulations Develop internal processes / systems Maintain Professionalism Develop provider network Market the business