Define: Referral Source

How is Referral Source defined in a legal contract?

• Referral Source means any entity that directly or indirectly refers customers or business to an organization. Seen in 13 SEC filings
• Referral Source means an entity or individual that can influence or recommend the purchasing, leasing, ordering or arranging for any goods, facility, item, or service paid for, in whole or in part, by a healthcare program. Seen in 8 SEC filings
• Referral Source means an individual or entity who makes a referral to an organization, who directs another person or entity to make a referral, or who controls referrals made by another person or entity. Seen in 6 SEC filings
• Referral Source means a person who sends an individual to a third party for medical services. Seen in 6 SEC filings
• Referral Source means a code designating the entity that referred or transferred a patient to a hospital. Seen in 5 SEC filings
• Referral Source means any individuals, companies, or government entities with which the company has a business relationship, that refer customers or projects or leads for customers or projects to the company. Seen in 1 SEC filing
• Referral Source means any licensed healthcare professional, or any other person who is in a position to refer patients or other business to any facility or member of an organization. Seen in 3 SEC filings

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of referral source' yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

• Referral Source means any entity or individual referring or influencing customers, patients or business to [Organization].

Relevant Contract Types

• Referral Agreements
• Business Partnership Agreement
• Marketing Services Agreement
• Sales Agency Agreement

Relevant Circumstances

• Formation of business partnerships or strategic alliances
• Collaboration between businesses for marketing and sales efforts
• External sourcing of clients or customers from a third party

Relevant Sectors

• Healthcare
• Real Estate
• Sales and Marketing
• Financial Services

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Genie Definition 2

• Referral Source means any person directing others to make referrals or controlling referrals within an organization.

Relevant Contract Types

• Consultancy Agreement
• Agency Agreement
• Management Agreement

Relevant Circumstances

• Hiring of consultants or agencies to control or direct referrals
• Management of internal processes related to customer or business referrals

Relevant Sectors

• Consulting
• Agency Services
• Management Services

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