Do you know a professional exhibiting behaviors that warrant intervention?

Allow the experts at PBI to be your guide. Drawing from our nearly 20 years of experience, we set the standard for impactful, empathic education. From seemingly innocuous issues, simply needing to be “nipped in the bud”, to more serious issues in need of a comprehensive plan, we will serve as your partner through the process.

Referral process overview:

Click to see detailed referral and course FAQs

  1. 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
  2. Make a referral in writing
    • Letters of reprimand, consent orders, or 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.  
  3. Participant enrolls in course(s) and sends PBI the referral document

Why choose PBI?

  • Unique process-focused educational approach: participants gain insight into why they initially failed to maintain professional conduct and then develop a Personalized Protection Plan to uphold their professionalism moving forward
  • Trusted by more than 1,000 healthcare organizations, medical executive committees, HR professionals, professional schools, and attorneys
  • Utilized by more than 200 licensing boards, Canadian regulatory colleges, and professional health programs

Below are answers to questions most frequently received from referring entities. For questions or guidance contact our staff at 904-800-1237 or

Referral FAQ’s

How do I refer someone to a course?
What should be included in referral documentation?
How does PBI receive the referral documentation?
How will I know how the participant did in their course?
What is an AIR Letter? (Accomplishment, Impressions, and Recommendations Letter)
What happens after I make a referral?

Course FAQ’s

What are the common causes for referral?
Why should I choose PBI?
Has PBI published any research in the field?
Are faculty are equipped to address the issues I’m referring someone for?
How do I decide which course edition is best?
Do you offer any follow-up or coaching?
How do you make sure participants are engaged in a virtual course?