Expert Tip from Cervey

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TIP: Prioritize referral consistency over volume.


When it comes to 340B referral capture, it’s tempting to focus on maximizing the number of referrals processed — but long-term success hinges on consistency and compliance, not just volume. Prioritizing consistent documentation, eligibility validation, and proper referral workflows across all referrals creates a strong, defensible program foundation.

By ensuring every referral is not only eligible, but properly documented, covered entities reduce the risk of diversion, duplicate discounts, and audit findings — all of which can threaten program savings. Over time, a disciplined, compliance-first approach can increase sustainable savings, because revenue is built on a stable foundation rather than risk-laden claims that may later be clawed back or disqualified.

Develop a system for how you will manage referrals from the start. Evaluate whether you have the internal bandwidth to handle it effectively, or whether partnering with an experienced vendor could help maximize compliance and results.

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