Description
1\.Initial welcome
Welcome the family
Create a safe and trusting environment
Understand the initial context
2\. Investigation (Strategic session)
Conduct collection of relevant information
Identify pain points, needs, and urgency
Structure the case for appropriate referral
3\. Care referral
Recommend the best treatment or service
Explain the rationale behind the recommendation
Align expectations with the family
4\. Connection and relationship building
Maintain a close relationship
Serve as the family's primary point of contact
Reduce uncertainties throughout the journey
5\. Conversion (when applicable)
Present the family mapping session
Address objections using a consultative approach
Close the process with clarity and ethics
6\. Follow-up and continuity
Follow\-ups
Ensure the family progresses along the journey
Identify risks of disengagement