Healthcare/Grateful Patient Pipeline that DO’s are Excited About

Track: Relationship Management

Session Number: 2067
Date: Sat, Aug 3rd, 2019
Time: 9:15 AM - 10:15 AM
Room: Grand Sonoran A-B

Description:

Development Officers at healthcare organizations often want to rely solely on referrals from physicians, but as prospect development professionals we have claimed that process and shown that we can own the process with proven results. Monthly processing of patient data and donors show that we are able to qualify them in the right areas and in some instances find a better passion for an alumni of the university to give to. Our timeline of this process moves from patient encounter, wealth screening, rating validating, DO assignment and on to qualification or disqualification. Thorough analysis and execution from our team helps to set the DO up for success with the right information.
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: PR:Competency 1: Information Management/Records Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn a series of concrete steps and deliverables that can be tweaked for their own organization.
Learning Objective #2: Attendees will learn how to enable a successful grateful patient program from the prospect development standpoint at their own organization.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: RM:Competency 6: Prospect Strategy
Tertiary Competency: PR:Competency 1: Information Management/Records Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn a series of concrete steps and deliverables that can be tweaked for their own organization.
Learning Objective #2: Attendees will learn how to enable a successful grateful patient program from the prospect development standpoint at their own organization.
Shop Size: All Shop Sizes