1 ORGS · 28 ACTIVITIES ← all strategies ·
theory of action →

Due Diligence in Referrals

By conducting rigorous research and personal visits to senior living facilities, ensuring transparency in agent-provider relationships, and reviewing regulatory records, organizations improve the safety and appropriateness of senior care referrals, because informed and unbiased decision-making reduces risk and aligns placements with clients’ needs. This strategy emphasizes a systematic, evidence-based approach to referral-making, distinguishing it from models that rely on convenience, proximity, or financial incentives. By prioritizing firsthand knowledge, regulatory compliance checks, and conflict-of-interest disclosures, organizations build trust and accountability in senior placement services, ensuring client well-being is central to the referral process.

1
orgs running it
28
activities of those orgs
7
clusters touched
who runs it

organizations running this strategy · 1

what it looks like in practice

activities of orgs running this strategy

A sample of programmatic activities from the orgs above. These are what the strategy looks like on the ground.

  • Administer the Certified Placement & Referral Specialist (CPRS) certification program NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Offers a nationally accredited certification for senior placement professionals, including exam development, disciplinary oversight, and management of testing service providers; awards the CPRS designation to qualified individuals who pass the certification exam.
  • Advocacy and Legislative Engagement NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    advocacy
    Organizes senior placement professionals to participate in lobbying efforts and influence regulatory legislation affecting seniors; successfully advocated for the removal of referral fee caps in Texas and Oklahoma, expanded advocacy to five U.S. states, launched the Eagle Fund for NPRA Advocacy in 2026, and invested in national bill-tracking and grassroots advocacy software.
  • Advocating for Senior Placement Industry NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    advocacy
    Organizes senior placement professionals for lobbying efforts, provides input on regulatory legislation affecting senior adults, and invests in national bill-tracking and grassroots advocacy software. This includes successful lobbying to lift caps on senior placement referral fees in Texas and Oklahoma.
  • Advocating for the Senior Placement Industry NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    advocacy
    Organizes senior placement professionals for lobbying efforts, provides input on regulatory legislation affecting senior adults, and has successfully lobbied for legislation, such as lifting caps on senior placement referral fees in Texas and Oklahoma. The organization also invests in national bill-tracking and grassroots advocacy software and has established an advocacy fund.
  • CPRS Certification Program NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Offers the nationally accredited Certified Placement & Referral Specialist (CPRS) certification to senior placement professionals who meet eligibility requirements and pass an examination, ensuring professional competence in senior housing placement and referral services. The NPRA manages exam development, disciplinary processes, and testing provider relationships through its Credentialing Department.
  • Certifying Senior Placement Professionals NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Offers and awards the nationally accredited Certified Placement & Referral Specialist (CPRS) certification to senior placement professionals who meet eligibility requirements and pass an examination, ensuring professional competence in senior housing placement and referral services. This includes managing exam development and relationships with testing service providers.
  • Certifying Senior Placement Professionals NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Offers and manages the nationally accredited Certified Placement & Referral Specialist (CPRS) certification program for senior placement professionals, including exam development, disciplinary committees, and relationships with testing service providers.
  • Communicate industry news and updates to members NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    direct service
    Distributes regular newsletters containing national news, policy updates, industry information, and event announcements to keep members informed and engaged.
  • Conduct advocacy and lobbying efforts on behalf of senior placement professionals NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    advocacy
    Organizes professionals to engage in lobbying, provides input on regulatory legislation affecting seniors, successfully advocated for removal of referral fee caps in Texas and Oklahoma, expanded advocacy to five states, and launched the Eagle Fund for NPRA Advocacy in 2026.
  • Develop and disseminate industry best practices and standards NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Established and promotes Best Practices for the senior placement industry, collaboratively designed with industry experts, board members, and chapter leaders to standardize professional conduct and service quality.
  • Developing Industry Best Practices NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Establishes Best Practices for the senior placement industry through collaboration with industry experts, including its Board of Directors and local chapter presidents.
  • Facilitating Professional Community and Information Sharing NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Facilitates a community of practice for senior placement professionals to share knowledge, access industry news, and receive updates through newsletters.
  • Industry Communication and Newsletters NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    direct service
    Distributes regular newsletters containing national news, industry updates, and noteworthy events to keep members informed and engaged.
  • Industry Standards and Best Practices NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    capacity building
    Established and disseminated Best Practices for the senior placement industry, developed collaboratively with industry experts including the Board of Directors and local chapter presidents, to promote ethical and effective service delivery.
  • Maintaining Public Directories for Senior Services NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    direct service
    Provides public, searchable online directories of CPRS-certified placement agents, senior living communities, and companies supporting seniors to help individuals find senior placement and care providers.
  • Maintaining Public Directories of Senior Care Resources NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    direct service
    Provides public, searchable online directories of CPRS-certified placement agents, senior living communities, and companies supporting seniors to help individuals find senior placement and care providers.
  • Membership Growth and Reporting NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    direct service
    Reports annual membership growth metrics, including a 12.9% overall increase, 20.6% growth in agent membership, and 62.6% growth in group membership, with total membership approaching 1,000.
  • Operate public directories for senior placement services NATIONAL PLACEMENT AND REFERRAL ALLIANCE
    direct service
    Maintains and provides public access to multiple online directories including "Find an Agent" for individual and group member placement agents, a "Senior Living Communities" directory for provider members, and a "Companies Supporting Seniors" directory for affiliate members.