For the first couple years of being on Powercore, I did not have a good program in place. I didn't have a good way to mark the completed referrals and the ones that were supposed to be completed soon. So I decided to change the way that I pass them. I try to pass referrals at the table when the connection is made, or the deal is done. 

I do have some exceptions, like if my patient wants the Powercore worker to reach out to them. Another one would be a three way connection. And in those connections, I will ask the Powercore member the best way to make that connection. I do my best not to give cold call referrals because one thing I've learned from my time on Powercore, no one here has time to make cold calls.