If the referral wants to meet, what is the recommended approach to avoid repeating discussions already had with another person?

• A. Force a full, standard agenda regardless of what was discussed.
• B. Schedule a meeting without preparing any notes.
• C. Skip asking what they discussed with the other person.
• D. Ask the referral to share what they have discussed with the other person and what they'd like to cover.

Answer: (D)

The key idea is to prevent duplicating what’s already been discussed and to tailor the meeting to the referral’s needs. By asking the referral to share what they’ve talked through with the other person and what they’d like to cover, you gain essential context, know exactly where things left off, and can focus the conversation on new or unresolved items. This approach saves time, avoids repeating information, and ensures the meeting builds on prior work.

The other approaches miss this context: forcing a standard agenda can rehash what’s already been said, scheduling without notes risks missing important details, and not asking about the prior discussion allows duplication and misalignment.