Thank you for signing up to receive the PBI newsletter. Our goal is to serve as a resource for you and your team and guide you through the process of dealing with difficult and problematic clinicians. We have more than 21 years of experience in remediating clinicians and our individualized, process-focused approach to remediation creates impactful change in our participant’s clinical practice.
Referral FAQ’s
- Determine an appropriate educational plan
- Choose the appropriate course(s) and edition
- Decide if post-course follow-up or coaching is needed
- Determine whether a post-course report is needed, referred to as the Accomplishments, Impressions, and Recommendations (AIR) Letter
- Make a referral in writing
- Letters of reprimand, consent orders, or voluntary/performance improvement plans may suffice if all necessary referral details are included
- Provide the course participant with the referral document to submit to PBI upon enrollment. The document may also be sent directly to PBI.
- Participant registers for course(s) and provides PBI the referral documentation
Referral documentation equips faculty for course facilitation and ensures that the concerns which led to course referral are appropriately addressed in the course.
Common referral documents we request be submitted include letters of reprimand, consent agreements, or performance improvement plans. The following elements in the document make for the most effective referrals:
- Full name and license number of the participant
- A detailed synopsis of the specific incident(s) leading to the referral and the articulated issues of concern
- Name of the selected PBI course, edition, and any additional requirements with PBI (such as coaching or extended follow-up)
- Timeline within which to complete the course. Note that requiring the extended edition adds an additional 12 weeks to any course.
- Whether an AIR Letter should be provided to the referring entity upon final completion.
- If permissible, include information regarding additional requirements or expectations of the participant, besides the PBI course (e.g., ongoing use of a chaperone, therapy, anger management, AA, etc.)
Please note, all submitted documentation is securely stored and solely used for course facilitation.
PBI courses are graded on a pass/fail basis. Upon successful completion of the course, a certificate will be provided via email to the participant. They can then provide that certificate to the referring entity, and PBI can verify this completion upon request. A certificate of completion indicates that the participant successfully achieved the course objectives and met the expectations for engagement and participation.
For referring entities interested in additional insight into a professional’s participation in a course, an Accomplishments, Impressions, and Recommendations (AIR) Letter can be requested within the referral documentation. Information about the AIR Letters can be found below or by clicking here.
If a participant fails the course however, we will notify the referring entity and provide an explanation as to why they did not pass.
AIR Letters serve as a supplement to the Certificate of Completion. They are designed to expand the referrer’s understanding of the attendee’s accomplishments of course objectives through their course work, offer individualized faculty impressions of the attendee’s participation and interactions during the course, as well as include faculty recommendations, if any, for continuing education, assessments, therapy, or any other resources that they may see as providing opportunities for growth and enhanced remediation. Click here to learn more
Once the referral is made, the documentation is received, and the participant is registered for their course, nothing else is required by the referring entity. Upon the participant’s successful completion, the participant will be provided a final certificate of completion via email, which they can then provide to their referring entity. If the referring entity has requested an AIR Letter (see above), it will be produced and sent via email directly to the referring entity following the completion of the course. In most cases AIR Letters are ready two weeks after course completion.
In the case that a participant does not pass a course for any reason, PBI will notify the referring entity right away and explain the cause for failure.
Referring more than one person at a time is common, but keep in mind that individuals with a preexisting relationship are not allowed to take a course over the same date. Due to the confidential and sensitive nature of courses, existing personal relationships with other participants (e.g., colleagues, business partners, friends, etc.) can compromise the quality and impact of the educational experience.