Points, Pivots and Pins: Utilizing Healthcare Clinic Lists

Presenter: Sharise Harrison 
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 7: Screenings, Level II 

Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level II

Description: This presentation will provide researchers with methods to utilize clinic lists in discovering new prospects. The change in HIPAA laws has allowed for more information concerning patients to be shared. This new information can be analyzed to create a new stream of prospects for gift officers. Utilizing a point system using Excel pivot tables and MapPoint pushpins. Thousands of clinic patients can be evaluated in a short period of time with little to no cost to the institution. 

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