Examples of Effective Physician Liaison Strategies

Sep 25, 2022 | Physician Liaison Marketing

Top Physician Liaison Strategies

“No Flashy magazine ad or flashy sales ad can replace the value of a highly engaged physician referral network for your practice.”- Kelley Knott

To have a successful medical practice, many critical factors must be in play, and one of those factors is maintaining a strong patient base.

Attracting patients in need of your care can be challenging. But being the preferred specialist referred to by a colleague to take a patient for further treatment is something entirely different. In order to accomplish this, you need highly effective physician liaison strategies.

Local physician referrals create a consistent stream of new patients for the medical practice and can be the lifeline of the medical practice the specialists.

This means investing in effective physician liaison strategies is crucial to the success and growth of the practice.

Examples of Physician Liaison Strategies

  • A consistent flow of new patients
  • Increase in patient base
  • Improves patient care
  • Increase in revenue
  • Ability to scale your practice

There need to be active physician outreach strategies for your practice to maintain and build strong physician referral relationships.

For physicians, patient care is priority number #1.  Utilizing a physician liaison or physician relations manager is the best way to ensure they are consistent touchpoints with referring practices.

Physician liaisons need to create an effective referral strategy to cultivate physician referral relationships and expand the referral network,

Identifying how to create an effective referral strategy takes creativity, action, and reliable follow-up.

Below are some of my examples of an effective referral strategy for a physician liaison.

1. Consistent Reporting on Physician Liaison Strategies

How can you possibly know where to go, if you don’t know where you started?

Before you even start marketing to doctors, make sure your practice, hospital system, and physicians have generated a report that includes the current referral landscape.

Running a practice audit will help you identify referral trends, lolls, top referrals, areas for improvement, and averages. Use the numbers and analytics in your audit to establish benchmarks and goals to measure and track the physician liaison marketing.

Here is an example of a small private practice EMR report used in building an effective physician liaison marketing program.

physician liaison referral strategy

Here you can see the result of consistent reporting and analytics.

ENT Case Study

physician liaison case study kelley knott

Make sure you are generating consistent reports to track the growth of the program and target new opportunities to add to your marketing plan. 

2. Developing a Strategic Marketing Plan

Once you have captured the analytics, know your numbers, and identified your targets, you can create a calculated marketing plan.

Your marketing plan will be the strategy created based on the information you collected, benchmarks, and the goals you set out to achieve.

Your marketing plan should target the practices and physicians you need to see and the territories that need to be covered.

The marketing plan should make it easy for individual or liaison teams to create consistent marketing and more impactful visits with direction.

tracking physician liaison kelley knott

Routing my territories and targets improved the productivity and efficiency of the liaison marketing and on average increased practice visits 15 more offices a week.

This increase is directly correlated with an overall jump in medical practice visits resulting in a significant increase in patient referrals and revenue. 

3. Marketing With Your Physician

The core of any physician outreach program is the physicians that you as the liaison represent. As physician liaisons, we are extensions of the practice, hospital, and physicians we represent.

To be a successful physician liaison, it needs to be evident and apparent the connection and relationship we have to our physicians.

The best physician liaison strategies are about building genuine connections, and the more involvement and support your physicians have, the higher the success of the program.

physician outreach program kelley knott

A value you can provide a referring physician as a liaison is providing direct and seamless contact with the specialist. If you are able to bring your physician to referring doctors to engage, answer questions, discuss patient care, and thank them for referrals; you will see a DRASTIC increase in physician referrals.

You will also begin to absorb the information your physicians are presenting to use in your messaging. This includes terminology and vocabulary that will better enhance your message to make sure the information your communicating will convert referrals.

physician relations case study kelley knott

This is an example of a private practice that had active physician marketing with their liaison. Not only did they see 5x the growth, but they saw these results within 90 days.

4. Meet & Greet

Face-to-face time with the specialists and referring providers is always an amazing way to build that referral relationship.

Physician liaisons are familiar with lunches, but lunches raise their challenges. For one, they can lead to expensive marketing by catering food for entire practices just to get that face time with providers. Second, lunches can be long for both the providers and the referring practice and can require up to 2 hours of time.  And lastly, the process of referral conversion can take some time.

That’s why I prefer to avoid lunches and schedule meet & greets between physicians. Meet & greets allow the physicians to meet face to face without the distraction of catering or staff. When the physicians have a meet and greet, they can speak candidly without the worry of staff interruptions or distractions, they also can meet at a scheduled time allowing them a brief meeting convenient to their schedules avoiding lengthy lunches and keeping the meeting to 10 to 15 minutes.

In my experience, the personal, brief, and candid time in a meet greet allows for a more quality interaction that leads to a boost of physician referrals and quicker results.

Meet & Greet with a 15-physician Orthopedic Practice Representing an Infectious Disease Practice

kelley knott physician liaison example


physician relations example kelley knott

5. Expand Your Reach

Are there areas that may be outside your main territories that present opportunities to increase high-revenue procedures or referrals?

There may be areas of opportunity that may be outside your territories. This could be because of a lack of competition, or a particular specialty or service you can provide that is not offered, maybe the competitors are overbooked, whatever it is take advantage of ways to attract new referrals.

6. Linkedin = An Overlooked Physician Outreach Strategy

Utilize your professional network on Linkedin and explore the ways your connections can help make introductions for you.

You may be surprised where your connections can take you.

growing physician referrals

The key to effective physician liaison strategies is building a solid foundation and developing consistent and quality touch points.

Get creative and remember to develop a strategy to build genuine relationships and work with your physicians!



Kelley Knott is an expert Physician Liaison Trainer and consultant. Her passion is the help liaisons and practices maximize their effectiveness to improve patient care and revenue new revenue streams for their practice or hospital system. She is one of the first people in the US to develop online courses specifically geared toward physician liaison marketing. She is a published author, entrepreneur, and speaker.

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