Referrals

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 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:

1. Full name and license number of the participant
2. A detailed synopsis of the specific incident(s) leading to the referral and the articulated issues of concern
3. Name of the selected PBI course, edition, and any additional requirements with PBI (such as coaching or extended follow-up)
4. Timeline within which to complete the course. Note that requiring the extended edition adds an additional 12 weeks to any course.
5. Whether an AIR Letter should be provided to the referring entity upon final completion.
6. 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.

Documentation should be provided to the course participant for them to submit to PBI Education as part of their pre-course assignments. You may also provide the documentation directly to PBI Education, once the participant has registered for their course.

PBI Education 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 Education 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.

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.

Yes, you can review our Behavioral Issues Flow Chart. We also have this listed on each course information page, explore the courses below. Once on the page, scroll down past the summary and look for “causes for referral”

• Professional Boundaries
• Civility and Communication (disruptive behavior)
• Medical Ethics
• Pharmacy Ethics
• Medical Record Keeping
• Prescribing: Opioids, Pain Mgmt., and Addiction

Our studied success rate of ~97%* is compelling alone, but we credit that to our unique approach we like to call The PBI Method (click to watch video). In short, our courses deliver their content through a process-oriented curriculum, rather than being driven by content alone, as some others are. This method provides a structure for participants to answer the critical questions necessary to impart lasting, impactful change: How did I end up in this situation? And how can I never end up here again?

Our PBI Education faculty are selected based on their clinical, academic, and professional expertise in the field and topic area(s) they teach. They go through a rigorous pre-approval process through the University of California, Irvine School of Medicine and then receive extensive in-depth training with PBI Education.

Yes, you can review our publications page for more information about recidivism rate, our book, research articles, poster presentations, our involvement on workgroups, interviews, and more.

Most courses have more than one edition. Editions range in their level of comprehensiveness, following this pattern:

1. Essential: This is the simplest version of the course and includes the standard pre-course assignments that are required for all participants
2. Enhanced: (only available for the Professional Boundaries course) Includes all components of the Essential + additional pre-course assignments and readings
3. Extended: (most comprehensive) Includes all components of the Essential/Enhanced + the follow-up component, Maintenance and Accountability Seminars (MAS)

We offer the following post-course programs that can be added to any PBI Education live course:

1. Maintenance and Accountability Seminars(MAS): This teleconference seminar course keeps course learnings fresh in participants’ minds, holds them accountable to the changes they pledged to make during their initial course, and allows them to apply those changes in real-time in their practice. When making the referral, this can be added by requiring the participant to enroll in the “Extended Edition”.
2. One-on-One Coaching: Personalized coaching with an experienced PBI Education faculty member is an opportunity for participants to receive additional personalized feedback, increased accountability, and tools to apply what they learned in their course(s).

PBI Education standards for course participation remain the same for all live courses, both in-person and virtual. Click here to learn more about how the PBI Virtual Live Classroom® works.