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Our Referrals Process

Find out more about how to make a referral to BIS Services & our expected timeframes.

Stage One

Refer a Friend Program: Digital Marketing Strategy and Online Business Referral

Contact Made

You can make a referral via telephone, in person, email or via one of our contact forms on this site. Our Referrals Manager is always on hand to answer any enquiries about the suitability of the service before sending our referral documents.

Stage Two

filling form online, web form for registration, questionnaire with personal data

Referral Form & Information Pack

After your initial enquiry, we will send through our full referral form. This will take roughly 30 minute to complete. The completed form gives us a comprehensive overview of a clients support needs, including any challenges, co-morbidities and client preferences regarding support.

Stage Three

3d Letter or Email envelop with notification unread messages reminder on laptop icon. letter notification. Online mail notification. laptop with envelope and notification badge. 3d render illustration

Referral Received

Following submission of the form, it will be reviewed by one of our management team, who will follow up with any questions. We will then send through an estimate of costs that can be submitted to insurers or funders.

Stage Four

target person

Matching or Recruitment

Once costs have been approved, we will be able to confirm if one of our current cognitive rehabilitation assistants (CRA’s) is available, or if we will need to recruit a new CRA specifically for your client.

We advertise through various methods, and have strong links with several universities to recruit recent graduates or masters students.

As a guide, this can take 6-8 weeks, but will vary depending on area and any specific requirements. We will confirm likely timeframe and keep you updated along the way.

Stage Five

Woman listens to feedback on design

Matching a CRA

All of our CRA’s go through a rigorous application and interview process and are matched to clients based on their skills, experience and personality fit.  We understand that a good match between a CRA and client can make all the difference in a clients rehabilitation – which is why we are not a ‘bums-on-seats’ service! We take time to consider a clients needs and match these to our CRA’s strengths.

Once we think we have found someone suitable , we will send through a CRA profile to review. This contains an overview of their skills, experience and interests.

Stage Six

Happy man and woman clients handshake close deal or close the agreement with a real estate agent

Meet and Greet

If all are happy to proceed, we usually have a 2-step meet and greet process. Firstly, we arrange an online initial meeting with the Case Manager, CRA and one of our package managers, and following this would arrange an in person meet and greet with he client.  We are more than happy to be flexible around arrangements depending on the clients wishes.

We find meet and greets are often most successful when used as a chance for the CRA and client to have an informal discussion, ask some questions and decide if they could work well together!

Stage Five

Criminal Background Check Application Form With Pen

Onboarding & Paperwork

Following a successful meet and greet, we have some essential paperwork that must be completed prior to support starting. This will be sent out to you via email.

If we are recruiting a CRA specifically for the client, we may also need time to complete any outstanding onboarding and training with them.

This will be confirmed with you and a suitable start date agreed by all parties.

Service Begins

Nice to meet you. African american woman baby sitter get acquainted with caucasian cute little girl. They are standing indoors and talking

Service Commences

All clients are designated a package manager to oversee their BIS Services support. You will be given their contact details upon commencement of support.

Our session reporting template will be sent to you, and questions and scales can be fully customised to ensure the reports are relevant to the client and their goals.

A full rehabilitation plan and risk assessment will be developed over the first 6 weeks of support.

Ongoing

Feedback & Reviews

We will be in touch for regular reviews and feedback during the early stages of support. Our dedicated Client Liaison Officer will also be avaiable for the clients to talk about their support and feedback. We carry out regular quality assurance reviews, as well as undertaking spot checks and compliance audits.

FEEDBACK

We are committed to robust quality assurance processes, and seek formal and informal feedback at regular intervals, from all parties involved in our clients rehabilitation process.

CASE MANAGER FEEDBACK VERY GOOD OR EXCELLENT
91%
CLIENT FEEDBACK SCORE VERY GOOD OR EXCELLENT
92%
MACHFORM QUALITY VERY GOOD OR EXCELLENT
92%

If you would like to speak to us further about a possible refferal please complete the form below or call our team.

Bryony Watson

Operations & Referrals Manager

01622 584456

b.watson@thebiss.co.uk

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