Building a Grateful Patient Program

Track: Prospect Research

Session Number: 2118
Date: Wed, Jul 31st, 2019
Time: 9:00 AM - 12:00 PM
Room: Grand Sonoran F

Description:

1. Patients as prospects

2. Know your patients - demographics, service lines, screenings

3. Working with special/concierge services

4. Direct response strategies

5. Getting and managing patient data

6. Engaging clinical staff

7. Ethics and legal considerations
Session Type: Pre-Conference Workshop (3h)

Primary Competency: PR:Competency 1: Information Management/Records Management
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the broad context of patient fundraising and best practices for establishing a new or improved program
Learning Objective #2: Attendees will learn challenges and tactics from their colleagues working in health care fundraising
Shop Size: All Shop Sizes
Session Type: Pre-Conference Workshop (3h)

Primary Competency: PR:Competency 1: Information Management/Records Management
Secondary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Tertiary Competency: RM:Competency 8: Pipeline Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn the broad context of patient fundraising and best practices for establishing a new or improved program
Learning Objective #2: Attendees will learn challenges and tactics from their colleagues working in health care fundraising
Shop Size: All Shop Sizes