A portal opens an entirely new world for patients invite patients to this new experience

Size: px
Start display at page:

Download "A portal opens an entirely new world for patients invite patients to this new experience"

Transcription

1 A portal opens an entirely new world for patients invite patients to this new experience Portal Adoption Strategies that Work By Elizabeth W. Woodcock, MBA, FACMPE, CPC A patient portal an online application for patients to interact and communicate with your practice and its providers is of little value if patients aren t signing up. Announcing your portal is often not enough you need to launch a campaign to promote its services and convenience. If you haven t engaged in a full-fledged public relations and advertising campaign before, now s the time to get going. A portal can be one of the best investments you practice can make to improve patient service and satisfaction, with the additional payoff of reducing staff work involving telephone messages and other patient communications.

2 Use these proven strategies to develop your portal adoption action plan: Get buy-in. Providers and staff have a major influence on portal adoption. If they don t encourage patients to use the portal, registrations won t occur. Hold a meeting before launching the campaign to review pertinent facts about the portal, answer questions about the promotional campaign s goals, and explain the important roles of providers and staff in a successful portal launch. Sell staff and providers on the value of the portal to them by pointing out how it cuts down on telephone calls, allows patient communication to be automatically documented, and gathers more cash faster by accepting online payments, to name just a few benefits. Don t just promote the portal s general benefits; focus on the specific value that it brings to your practice to raise awareness among providers and staff. Establish a goal. Increasing awareness about the portal is terrific, but establishing a tangible target ensures that your efforts will pay off. The process of setting and reaching goals starts within your practice. That is, it s your responsibility so set a goal with a measurable objective. At your next staff meeting, decide on a goal perhaps 1,000 portal registrations within the first month. Track sign-ups using the Utilization Dashboard and report your campaign s successes regularly and often. Reinforce the goal by developing an internal display that measures progress. For example, create a graphic of a thermometer or perhaps an image associated with the portal (a ship s porthole, for example) to color in your progress. While the obvious objective is to raise awareness about the portal, it pays to establish a specific goal to achieve desired rates of patient adoption. p. 2

3 Extol the virtues. Share the benefits of your portal by taking the time to explain its functionality to patients. Present these valuable attributes in a poster on display in the reception area, as well as in a brochure to distribute. List specific advantages of the portal in your practice, such as how it can send notifications and details about test results, or how it gives patients a new way to communicate directly with providers. Stress the convenience factor by pointing out how the portal makes it possible to request appointments, renew prescriptions or inquire about balances at any time of day or night. (Visit to order a wide variety of promotional materials.) Don t register, invite. A portal opens an entirely new world for patients. Point out that what was once only accessible by telephone trudging through call distributor prompts, talking to harried staff members or leaving voic s is now available online, 24 hours a day, seven days a week. Don t encourage patients to register because they ll see it as just more paperwork; instead, invite patients to this new experience. Review your communication with patients to make sure that the verbiage is consistent with this message. Sample Invitation Language DEAR MR./MS PATIENT, We invite you to join our patient portal. It s a new way of communicating with our practice 24 hours a day, seven days a week. The portal is our way of making it more convenient for you to get in touch with us from scheduling appointments to renewing prescriptions all online. As one of our valued patients, we invite you to experience this new way of staying in touch with us. We hope to see you soon online! p. 3

4 Promote the portal on the phone. Don t wait until patients come to your office; address portal registration when patients call to schedule appointments. A good time to work the promotion into the telephone conversation is after the appointment date and time are finalized. Then tell the caller: Ms. Patient, you can access all of the paperwork you need for your visit by using our portal. It also provides you with directions to our office. Completing this paperwork in advance saves you time when you arrive for your appointment. Are you online now? [Pause] Let me give you the Web address. Alternatively, invite the patient to your portal by capturing their address. Ms. Patient, we have a new online registration process at our practice which saves you time when you arrive for your appointment. May I get your address to send you the invitation? To know who to invite and who to not it s ideal if your practice management system prominently displays for scheduling staff which patients have signed up, and which have not. Communicate with patients. In addition to brochures and posters, consider other methods of informing patients. Use on-hold messaging to promote the portal, a significant opportunity to communicate with patients considering the amount of hold time patients typically experience. Create an insert for statement mailings, an initiative that adds only the cost of the paper since the postage for the statements is already incurred. Develop a mock prescription pad for providers to give a notice to patients with a message regarding the availability of test results or renewal requests. Create single-page documents for frequently asked questions, such How do I sign up for your portal? ; What can I do on your portal? and so forth. Have the documents ready to pass out to patients at every opportunity upon arrival, in the lab, upon scheduling a follow-up visit and so forth, and post them on your website. p. 4

5 Use pictures. Words are motivating, but pictures are powerful. Produce a video featuring your providers and staff discussing various aspects of the portal, or simply focus on the portal registration process. Post the video on YouTube, directing patients to it via a link on your website. Also, play the video in your reception area for patients to view while they wait. Incorporate photographs of real patients with their permission, of course using the portal. Ask them to speak on camera about the value the portal s applications provide to them real-life examples are especially compelling because they show the positive impact the portal can have on their lives, too. Incent patients with time. Portals create significant efficiencies for your practice, but they can also reduce wait time for patients. Encourage portal adoption by reminding patients of how it saves them time. For example, your telephone greeting or on-hold message could remind patients that they can renew prescriptions or schedule appointments quickly by going online. Up the ante by guaranteeing a reduced wait time upon arrival for those patients who have logged on to the portal and successfully completed their pre-visit paperwork. Assist with registration. Signing up for a portal can be a major roadblock. Patients may be confused or simply not want to take the time. Take advantage of those minutes that your patients are in your office before they are escorted to the exam room. Assign a member of staff to approach waiting patients and ask if they have signed up for the portal. Equipping that employee with a tablet PC means he or she can sit down with patients and immediately sign them up while extolling the various tools that can be found on the portal. Another opportunity is to set up a computer kiosk with an Internet connection in the reception area. Offer to walk patients through the registration process. Conducting in-office portal registration offers two advantages: it helps patients pass the time and it assures they get registered. If you don t have a staff member who can carry out these tasks, hire a former patient, student or other qualified candidate as a temporary, part-time employee to act as your portal ambassador. p. 5

6 Integrate with quality initiatives. A portal can significantly boost your efforts to engage patients to establish their own plan of care. With the government and commercial payers starting to reimburse health care professionals for quality improvement efforts, patient self-management a key principle in the patient-centered medical home moves into the forefront. These goals can get a significant boost from portal applications that empower patients to access their test results and review them over time. Tracking recommended care an annual GYN appointment, for example is also a valuable resource a portal can provide to support patients. Ensuring that the portal is a tool in the patient s self-management support plan encourages usage among providers and staff, as well as patients. Meet MACRA/MIPS compliance. The government s EHR Incentive Programs place significant value on communicating with patients outside of the traditional channel the telephone. A patient portal is a cornerstone in your practice s journey to complying with Meaningful Use and the new MACRA program, which includes the required criteria to provide patients with an electronic copy of their health information upon request (CCD). Eligible professionals participating in incentive programs must offer clinical summaries to patients for each office visit. You can use the portal to achieve compliance with the program s menubased criteria to send reminders to patients for preventive/follow-up care and provide patients with timely electronic access to their health information. Make it fun. The reality is that registering for a portal takes time, so the onus is on you to put some entertainment value into your sign-up promotions. Consider these ideas for a portal awareness campaign: p. 6

7 Choose a wacky holiday to celebrate, like National Lollipop Day on July 20. Pass out lollipops with the information about your portal adhered to the stick. Find more national day ideas online. Wear Hawaiian shirts, and let patients visiting the office that day know that all the providers and staff are surfing their way to the patient portal. Decorate the office in a nautical theme to reveal that the portal is the patient s port hole to your practice. Designate the staff member in charge of the portal as the portal queen or king, with other staff serving as the portal princesses and princes. Don a tiara or crown, and you re certain to get a lot of questions about it. Portal adoption doesn t have to be all work making the process fun can result in improved adoption rates. Ask me... It s not uncommon to see retail employees wear badges or ribbons promoting a new product or service that encourages customers to inquire about it. Consider creating colorful Ask Me about Our Portal ribbons that staff can wear. Add to the excitement with signage around the office to support the campaign. Encouraging patients to ask about the portal gives staff an opening to discuss the benefits. p. 7

8 Establish a prize. Inspire patients to register for your portal by offering a reward for participation. Announce that you will choose, at random, winners each month, selected from patients who have recently signed up for the portal. Consider offering a prize of nominal value, such as a gift certificate to the local farmer s market or a free fruit smoothie at a local retailer. Instead of drawing names, extend a small reward to every patient who signs up, or the first 100 who do so. Even a nominal prize a water bottle bearing your logo and the phrase I m a web portal pioneer can get patients enthusiastic about signing up. If you don t want to go the route of providing small gifts to patients, consider offering to donate $1 to a local charity for every patient who signs up. If you treat children, consider creating a contest between schools, with $1 going to the pediatric patient s school for every patient registration. Create an internal reward system. Offering bonuses or just words of encouragement to patients may be all you need. However, many practices find that their providers and staff are the keys to boosting portal adoption among patients. Consider similar incentives such as small prizes or charitable donations gas cards are always fantastic motivators to the staff member who gathers at least 100 patient addresses for the week, for example. Use social media. Encourage participation with your portal via a social media campaign. Reach out to online users of your Facebook business page or Twitter account, for example, and keep them informed about the value of the portal and how to register. Make regular postings to your practice s Facebook page espousing the portal s benefits, with a link to the patient portal. Or send occasional Tweets with announcements, timely reminders and a link to your website or portal page. p. 8

9 Develop a QR code. Create a quick response (QR) code that square barcode that many retailers now use to inform customers who scan the code with their smartphones - for your portal. There are a multitude of free QR code generators online, including Delivr. Place the QR code on brochures, patient statements and other printed matter. Direct patients to scan the code, which leads to your portal s home page. Consider a landing page for direct access, or perhaps to a page of frequently asked questions about the portal registration process (with a link to your portal s registration page, of course). In addition to placing the QR codes on all materials about the portal, add it to signage in the office that encourages patients to scan the code. Efforts to raise awareness. Whether it s to increase donations to a cause, build volunteer support, or create legislative change can be challenging but rewarding experiences. Successful campaigns are multifaceted efforts; they require a team effort and, often, extra energy from staff, in a concentrated period of time. Another critical success factor in awareness campaigns is the use of multiple but complementary strategies, because one never knows which approach will be the most successful. With some effort, you ll find your efforts to promote your portal will soon pay off. The end result will be the rewards of convenience and efficiency for your practice - and your patients. p. 9

10 Checklist Seek and gain buy-in from providers and staff. Set a goal with a measurable objective. Measure progress and display it internally to staff and providers. Explain functionality and emphasize the benefits to patients. Send patients invitations to experience the convenience of the portal. Describe the portal s attributes and convenience during phone calls with patients. Capture addresses during phone calls. Use brochures, posters, handouts, statement stuffers and on-hold messages to promote the portal. Post videos showing providers, staff and patients describing the portal. Stress the time-savings aspects of the portals in telephone greetings, onhold messages and staff scripts during scheduling and registration. Offer to help patients sign up when they visit the practice. Leverage the portal to support practice quality initiatives. Use the portal to send CCDs and meet important criteria for government EHR Incentive Programs. Use entertaining promotions to expand awareness of the portal. Offer small prizes or charitable donations to patients or to staff. Use social media, such as Facebook, to encourage portal sign-ups. Link the portal to a QR code that is used on printed materials. p. 10

11 Notes

12 Notes

Employee Campaign Coordinator Training. United Way of Lebanon County Campaign

Employee Campaign Coordinator Training. United Way of Lebanon County Campaign Employee Campaign Coordinator Training United Way of Lebanon County 2014-2015 Campaign 1 CAMPAIGN Each year, HUNDREDS of local companies and thousands of donors support United Way of Lebanon County through

More information

Monthly Giving. Marketing Kit. How To Promote Your Monthly Giving Program

Monthly Giving. Marketing Kit. How To Promote Your Monthly Giving Program Monthly Giving Marketing Kit How To Promote Your Monthly Giving Program About The Monthly Giving Marketing Kit This comprehensive guide is designed to help you attract new monthly donors and retain existing

More information

Performance Insight. Vol. 01 PATIENT ENGAGEMENT athenahealth, Inc. All rights reserved.

Performance Insight. Vol. 01 PATIENT ENGAGEMENT athenahealth, Inc. All rights reserved. Performance Insight Vol. 01 PATIENT ENGAGEMENT 2015 athenahealth, Inc. All rights reserved. If patient engagement were a drug, it would be the blockbuster drug of the century and malpractice not to use

More information

9 School Tools Supply Drive Toolkit. Tips and tricks for organizing a school supply drive at your organization, business or place of worship.

9 School Tools Supply Drive Toolkit. Tips and tricks for organizing a school supply drive at your organization, business or place of worship. 9 School Tools Supply Drive Toolkit Tips and tricks for organizing a school supply drive at your organization, business or place of worship. 1 About 9 School Tools Thank you for joining Classroom Central,

More information

Welcome and Thank you! #OMAHAGIVES :: OMAHAGIVES.ORG

Welcome and Thank you! #OMAHAGIVES :: OMAHAGIVES.ORG Welcome and Thank you! Last year, you raised almost $8 MILLION! 2017 Results OMAHA COMMUNITY FOUNDATION We inspire philanthropy to create a thriving community for all. NONPROFITS We act as a connector

More information

A Step-By-Step Guide To Planning And Executing A Successful Patient Appreciation Party

A Step-By-Step Guide To Planning And Executing A Successful Patient Appreciation Party A Step-By-Step Guide To Planning And Executing A Successful Patient Appreciation Party PATHFINDER FOR A SUCCESSFUL PATIENT APPRECIATION PARTY Patient appreciation parties can be wild successes or total

More information

Fundraising Pack. A Guide to Successful Fundraising. Compassion Care Support

Fundraising Pack. A Guide to Successful Fundraising. Compassion Care Support Fundraising Pack A Guide to Successful Fundraising Contents Organising events for the Injured Jockeys Fund How to get people to sponsor you Online Sponsorship (JustGiving and Virgin money giving) Legal

More information

E m p o w e r i n g n e w c o m e r s t o f u l l y p a r t i c i p a t e i n C a n a d i a n s o c i e t y HOST YOUR OWN EVENT FUNDRAISING TOOLKIT

E m p o w e r i n g n e w c o m e r s t o f u l l y p a r t i c i p a t e i n C a n a d i a n s o c i e t y HOST YOUR OWN EVENT FUNDRAISING TOOLKIT E m p o w e r i n g n e w c o m e r s t o f u l l y p a r t i c i p a t e i n C a n a d i a n s o c i e t y HOST YOUR OWN EVENT FUNDRAISING TOOLKIT Thank You for Supporting MOSAIC and Diversity! MOSAIC

More information

March. fundraising. Sponsorship. Materials

March. fundraising. Sponsorship. Materials Welcome to March for Babies We re so glad you decided to join us in walking together for stronger, healthier babies. March for Babies is the number one corporate fundraising event and a great opportunity

More information

FUNDRAISING TOOLKIT. Pat s Run is a fundraiser for the

FUNDRAISING TOOLKIT. Pat s Run is a fundraiser for the FUNDRAISING TOOLKIT Pat s Run is a fundraiser for the WELCOME Dear Fundraiser, Thank you for registering to participate in the 14th Annual Pat s Run! This year, we re asking our participants to set up

More information

Spring2ACTion Checklist for Success

Spring2ACTion Checklist for Success Spring2ACTion Checklist for Success The following checklist will guide you through planning a successful Spring2ACTion campaign. Templates, tips, images and more information can be found in the Nonprofit

More information

My organization has multiple programs. Can I register all of them to receive Fremont Area Big Give donations? No. Only one listing per Federal Identif

My organization has multiple programs. Can I register all of them to receive Fremont Area Big Give donations? No. Only one listing per Federal Identif Nonprofit FAQs Why should my organization participate? The Fremont Area Big Give will allow your nonprofit organization to participate in a day of philanthropy that: raises awareness about your organization

More information

CROWDFUNDING STAKEHOLDER TOOLKIT BUILDING YOUR COMMUNITY

CROWDFUNDING STAKEHOLDER TOOLKIT BUILDING YOUR COMMUNITY CROWDFUNDING STAKEHOLDER TOOLKIT BUILDING YOUR COMMUNITY CROWDFUNDING STAKEHOLDERS IN THIS GUIDE YOU WILL LEARN: To run a successful crowdfunding platform, it's vital to gain the support of key stakeholders

More information

WORK PLAN WORKBOOK. An interactive resource to help you create, plan, and implement your May 8, 2018 Give Local 757 campaign.

WORK PLAN WORKBOOK. An interactive resource to help you create, plan, and implement your May 8, 2018 Give Local 757 campaign. WORK PLAN WORKBOOK An interactive resource to help you create, plan, and implement your May 8, 2018 Give Local 757 campaign. Hampton Roads Give Local 757 is your time to shine. Use this three-step workbook

More information

Click on the + next to any question to jump directly to that question and answer.

Click on the + next to any question to jump directly to that question and answer. Click on the + next to any question to jump directly to that question and answer. + What is Recycle Rally? + Why is PepsiCo interested in recycling / what is the PepsiCo Recycling initiative? + How will

More information

Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative

Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative PRESENTED BY Stephanie Moore Director of the Annual Fund, Baltimore Symphony Orchestra Natalie Shroyer Assistant Vice President,

More information

Who should exhibit? About Pet Sitters International. PSI s Pet Sitter World is the industry s #1 conference.

Who should exhibit? About Pet Sitters International. PSI s Pet Sitter World is the industry s #1 conference. Exhibitor Guide PSI s Pet Sitter World is the industry s #1 conference. Pet Sitter World is a can t-miss event for professional pet sitters and companies looking to work with them. Attendees are the thought

More information

BEACHBODY CHALLENGE COACH OPPORTUNITY PRESENTATION SCRIPT (For the Beachbody Challenge Coach Opportunity Presentation PowerPoint)

BEACHBODY CHALLENGE COACH OPPORTUNITY PRESENTATION SCRIPT (For the Beachbody Challenge Coach Opportunity Presentation PowerPoint) BEACHBODY CHALLENGE COACH OPPORTUNITY PRESENTATION SCRIPT (For the Beachbody Challenge Coach Opportunity Presentation PowerPoint) Slide 1 Hi, my name is ( ) and I m a (rank) Coach with Beachbody. I want

More information

Four Game-Changing Strategies for Transforming the Patient Experience

Four Game-Changing Strategies for Transforming the Patient Experience Four Game-Changing Strategies for Transforming the Patient Experience Reaching and engaging your population is one of the most challenging components of patient-centered care. Despite the challenges, there

More information

COMMUNITY EVENT FUNDRAISING TOOLKIT

COMMUNITY EVENT FUNDRAISING TOOLKIT COMMUNITY EVENT FUNDRAISING TOOLKIT PLANNING A SUCCESSFUL EVENT TO SEND KIDS WITH AND AFFECTED BY CHILDHOOD CANCER TO CAMP OOCH. OUR MISSION Camp Oochigeas is a privately funded, volunteer based organization

More information

Walk. Today. Team Leader Guide. Add Tomorrows. NATIONAL PREMIER SPONSORS. Ahren, age 11 Proud Great Strides Walker Living with CF

Walk. Today. Team Leader Guide. Add Tomorrows. NATIONAL PREMIER SPONSORS. Ahren, age 11 Proud Great Strides Walker Living with CF Walk Today. Add Tomorrows. Ahren, age 11 Proud Great Strides Walker Team Leader Guide NATIONAL PREMIER SPONSORS Walk Today. Add Tomorrows. Thank you... Welcome! Thank you for joining thousands of fellow

More information

Help Impact the future. Connect. Contribute. Collaborate.

Help Impact the future. Connect. Contribute. Collaborate. Help Impact the future. Connect. Contribute. Collaborate. Connect with thought leaders. Contribute to the vision. Collaborate with us. BE PART OF THE FUTURE OF TEDxSPOKANE. Welcome to We invite you to

More information

Crowdfunding at Cleveland Clinic: Guide and Application

Crowdfunding at Cleveland Clinic: Guide and Application Crowdfunding at Cleveland Clinic: Guide and Application Contents Page Cleveland Clinic Crowdfunding Overview 2 Cleveland Clinic Crowdfunding Guidelines 3 Platform Basics 4 Campaign Planning 5 Scoring Criteria

More information

Coordinator/Keyworker Reference Guide

Coordinator/Keyworker Reference Guide Coordinator/Keyworker Reference Guide 2016 King County/North Puget Sound Combined Federal Campaign Give Online: kcnps-cfc.org 1 COORDINATOR PLANNING Activity Attend Coordinator Training Confirm agency

More information

Click on the + next to any question to jump directly to that question and answer.

Click on the + next to any question to jump directly to that question and answer. Click on the + next to any question to jump directly to that question and answer. + What is Recycle Rally? + Why is PepsiCo interested in recycling / what is the PepsiCo Recycling initiative? + How will

More information

CAPITAL AREA 2017 SECC WORKPLACE AMBASSADOR GUIDE PROUDLY MANAGED BY UNITED WAY FOR GREATER AUSTIN REAGAN STONE, CAPITAL AREA CAMPAIGN MANAGER

CAPITAL AREA 2017 SECC WORKPLACE AMBASSADOR GUIDE PROUDLY MANAGED BY UNITED WAY FOR GREATER AUSTIN REAGAN STONE, CAPITAL AREA CAMPAIGN MANAGER CAPITAL AREA 2017 SECC WORKPLACE AMBASSADOR GUIDE PROUDLY MANAGED BY UNITED WAY FOR GREATER AUSTIN REAGAN STONE, CAPITAL AREA CAMPAIGN MANAGER BECAUSE OF YOU FIRST AND FOREMOST, I WANT TO THANK YOU. Thank

More information

For more special event ideas see the Special Events Guide in the online campaign toolkit or contact your United Way staff partner.

For more special event ideas see the Special Events Guide in the online campaign toolkit or contact your United Way staff partner. Thank-you! Creative Canvassing Make the canvass an event itself by providing incentives for those pledging early, like a draw for a day off with pay or a week in an executive parking spot. Use completed

More information

Job Fair Toolkit for MCOA Members 2017

Job Fair Toolkit for MCOA Members 2017 1 Job Fair Toolkit for MCOA Members 2017 Prepared by Mary Kay Browne, Director of Special Projects & Program Development Job Fair Tool Kit for MCOA Members 2017 2 What is the Reason for Job Fairs? 1 A

More information

FUNDRAISING FOR THE HEALTH SERVICES FOUNDATION OF THE SOUTH SHORE

FUNDRAISING FOR THE HEALTH SERVICES FOUNDATION OF THE SOUTH SHORE Fundraising Guide TABLE OF CONTENTS Fundraising for the Health Services Foundation of the South Shore 3 Health Services Foundation Logo Use & Guidelines 4 Marketing Materials 4 Tax Receipt Guidelines 5

More information

Top Essentials for a Winning #GivingTuesday

Top Essentials for a Winning #GivingTuesday eguide Top Essentials for a Winning #GivingTuesday Nine essentials to help you plan and launch your 2015 campaign WWW.NETWORKFORGOOD.COM/NPO About this Mini-Guide Getting your nonprofit ready for an stellar

More information

Maximize Access and Engage Patients. Rosemarie Nelson Healthcare Consultant

Maximize Access and Engage Patients. Rosemarie Nelson Healthcare Consultant Maximize Access and Engage Patients Rosemarie Nelson Healthcare Consultant Objectives Identify the tools and applications available to engage patients Discover how better performing practices improve patient

More information

TIPS FOR FUNDRAISING

TIPS FOR FUNDRAISING TIPS FOR FUNDRAISING You ve signed up to fundraise for Red Cross Calling during March that s great! What comes next? Whether you are planning a doorknock, a public coin collection or an event of your own,

More information

Implementing MRRP: Budgeting and Fundraising

Implementing MRRP: Budgeting and Fundraising Implementing MRRP: Budgeting and Fundraising MRRP is not an expensive program to implement, but it does require time and continued maintenance. The more support and commitment provided by community members

More information

Advanced Access Overview

Advanced Access Overview Advanced Access Overview By Elizabeth W. Woodcock, MBA, FACMPE, CPC Creating timely access for patients is on the agenda for many medical practices. Why? Because improved access means happier patients

More information

Midmark White Paper The Connected Point of Care Ecosystem: A Solid Foundation for Value-Based Care

Midmark White Paper The Connected Point of Care Ecosystem: A Solid Foundation for Value-Based Care Midmark White Paper The Connected Point of Care Ecosystem: A Solid Foundation for Value-Based Care Introduction This white paper examines how new technologies are creating a fully connected point of care

More information

ARE YOU SIGNED UP? Go to and register your nonprofit to participate before 5:00pm March 15, 2018.

ARE YOU SIGNED UP? Go to  and register your nonprofit to participate before 5:00pm March 15, 2018. Hosted by Who can participate? ARE YOU ELIGIBLE? To be eligible to participate in North Platte Giving Day May 2, your organization must: Be a 501(c)(3) public charity in good standing with the IRS. Have

More information

PATH Program. Getting Started Guide

PATH Program. Getting Started Guide PATH Program Getting Started Guide We have a BIG opportunity. Together, we can empower and encourage people to take an active role in their health. Preventive health care services help people find and

More information

Download the Mobile App Now!

Download the Mobile App Now! Download the Mobile App Now! http://crowd.cc/s/f5yk QR Code Goes Here Scan this code with a QR reader to easily download the app. #FRDNY How to Run a Successful Crowdfunding Campaign! Hello! We re Liz

More information

ENTERPRISE COMPETITION. Win. a VIP. night out!

ENTERPRISE COMPETITION. Win. a VIP. night out! 8 ENTERPRISE COMPETITION Win a VIP night out! WORLD OF OPPORTUNITY Welcome to Manchester Airport s Community Network 10th annual Dragons Den ABOUT US PROMOTE SKILLS The Airport Community Network is made

More information

SYTA ANNUAL CONFERENCE August 28 September 1, 2015 Branson, MO

SYTA ANNUAL CONFERENCE August 28 September 1, 2015 Branson, MO 2015 SYTA Event Sponsorship Opportunities (List of included benefits start on page 8) General Sessions and Networking Events Networking Breakfast Showcase Floor (Sunday Available For Suppliers) o Host

More information

Fundraising Ideas with Bonus Prizes

Fundraising Ideas with Bonus Prizes FUNDRAISING FUNDRA Term 4 Fundraising Ideas with Bonus Prizes No money up front Profitable & easy to run New Billy G s Cookie Dough Online Shop PHONE: 1300 133 022 WEBSITE: WWW.AUSTRALIANFUNDRAISING.COM.AU

More information

VeloSano Teams. committed awesome TEAM BUILDING TOOL KIT

VeloSano Teams. committed awesome TEAM BUILDING TOOL KIT VeloSano Teams committed awesome TEAM BUILDING TOOL KIT Reasons to Participate in VeloSano Fun opportunity to support our community Great experience Feels good to raise money for an important cause every

More information

3 Fundraising for the Janeway Children s Hospital Foundation

3 Fundraising for the Janeway Children s Hospital Foundation FUNDRAISING IDEAS Table of Contents 2 Table of Contents 3 Fundraising for the Janeway Children s Hospital Foundation 3 Janeway Foundation Support 4 School Fundraising Ideas 6 Business Fundraising Ideas

More information

Member Quick Start Guide. Tips and tools for United Way of the National Capital Area nonprofit member organizations

Member Quick Start Guide. Tips and tools for United Way of the National Capital Area nonprofit member organizations 2016-2017 Member Quick Start Guide Tips and tools for United Way of the National Capital Area nonprofit member organizations These benefits and responsibilities are in effect from July 2016 through June

More information

Getting Ready to Get Ready for the Giving Season June 27, 2018

Getting Ready to Get Ready for the Giving Season June 27, 2018 Getting Ready to Get Ready for the Giving Season June 27, 2018 Please Suggest Questions Throughout the Conversation (We ll answer as many as we can at the end.) Questions go in the questions tab Note:

More information

WEAR RED FOR REDR 7, countries Wear Red have a little fun! Wear Red 2018

WEAR RED FOR REDR 7, countries Wear Red have a little fun! Wear Red 2018 9 FEBRUARY 2018 WEAR RED FOR REDR Every year millions of people around the world are affected by natural and man-made disasters. RedR trains thousands of people each year in order to develop practical,

More information

Association for Conservation Information 2017 Contest Year Award Categories and Descriptions

Association for Conservation Information 2017 Contest Year Award Categories and Descriptions Association for Conservation Information 2017 Contest Year Award Categories and Descriptions This list is intended to assist you in selecting appropriate categories for entries. Any discrepancies between

More information

Go Red for Women. Coordinators Kit

Go Red for Women. Coordinators Kit Go Red for Women Coordinators Kit We ve got loads of information and ideas here to help you coordinate and run a red-hot Go Red for Women Fundraising Event. If you do have any questions, need some fundraising

More information

UCSF Community Fundraising Event Tool Kit

UCSF Community Fundraising Event Tool Kit UCSF Community Fundraising Event Tool Kit Be a Community Fundraiser Thank you for your interest in supporting UCSF by hosting an event! UCSF is dedicated to promoting health worldwide through advanced

More information

TURN YOUR SUPPORTERS INTO THIRD PARTY FUNDRAISERS

TURN YOUR SUPPORTERS INTO THIRD PARTY FUNDRAISERS TURN YOUR SUPPORTERS INTO THIRD PARTY FUNDRAISERS In the age of digital and social media, individuals are more empowered than ever to support causes dear to their heart by hosting their own in-person or

More information

Recruiting Game- Changing Talent

Recruiting Game- Changing Talent White Paper Recruiting Game- Changing Talent Target the Best in an Ever-Changing Talent Landscape Talent acquisition continues to be one of the most urgent issues for companies, and the pressure to have

More information

Fundraising Toolkit. Table of Contents

Fundraising Toolkit. Table of Contents Table of Contents 1. Overview How am I helping the Barth Syndrome Foundation? What does the Barth Syndrome Foundation do with the donations they receive? How will this toolkit help me? 2. Let s Get Started!

More information

Volunteer Team-Builder and Donation Drive Resource Guide

Volunteer Team-Builder and Donation Drive Resource Guide Volunteer Team-Builder and Donation Drive Resource Guide See what s inside: Checklists Project Guidelines Required Sign-In Form Volunteer Team-Builder Event Information Template Page 1 of 7 rev. 03/30/17

More information

Special Fundraising Project Proposal Evaluation Criteria

Special Fundraising Project Proposal Evaluation Criteria Office of Philanthropy & Partnership Special Fundraising Project Proposal Special Fundraising Project Policy Thank you for your interest in creating a project to philanthropically benefit Greenville Health

More information

SAVE ENERGY EARN REWARDS

SAVE ENERGY EARN REWARDS SAVE ENERGY EARN REWARDS T 0292 000 7629 F 0844 357 2197 E info@studentenergyproject.com W studentenergyproject.com A The Student Energy Project, The Maltings, East Tyndall St, Cardiff, CF24 5EZ CONTENTS

More information

2014 Edition FUNDRAISING WITH ARTEZ INTERACTIVE WHITE PAPER FACEBOOK ARTEZ.COM FACEBOOK.COM/ARTEZINTERACTIVE

2014 Edition FUNDRAISING WITH ARTEZ INTERACTIVE WHITE PAPER FACEBOOK ARTEZ.COM FACEBOOK.COM/ARTEZINTERACTIVE 2014 Edition ARTEZ INTERACTIVE WHITE PAPER FUNDRAISING WITH FACEBOOK ARTEZ.COM FACEBOOK.COM/ARTEZINTERACTIVE FUNDRAISING ON FACEBOOK FUNDRAISING ON FACEBOOK PAGE 2 FUNDRAISING WITH FACEBOOK Artez Interactive

More information

2010 HOLIDAY GIVING. Research and Insights into the Most Charitable Time of the Year THIS RESEARCH INDICATES:

2010 HOLIDAY GIVING. Research and Insights into the Most Charitable Time of the Year THIS RESEARCH INDICATES: 2010 HOLIDAY GIVING Research and Insights into the Most Charitable Time of the Year THIS RESEARCH INDICATES: 74% of US adults will give this holiday season Consumers will donate more than $48 billion in

More information

PARTNER QUICK START GUIDE. Tips and tools for United Way of the National Capital Area nonprofit partner organizations.

PARTNER QUICK START GUIDE. Tips and tools for United Way of the National Capital Area nonprofit partner organizations. 2017-2018 PARTNER QUICK START GUIDE Tips and tools for United Way of the National Capital Area nonprofit partner organizations. These benefits and responsibilities are in effect from July 2017 through

More information

A Toolkit for Celebrating What Makes Your City Great

A Toolkit for Celebrating What Makes Your City Great ORMOND BEACH WESTON FLORIDA CITY GOVERNMENT WEEK OCTOBER 23-29, 2017 A Toolkit for Celebrating What Makes Your City Great On October 23-29, join Florida s cities in celebrating, showcasing and engaging

More information

Membership, Year End Gifts & The Power of Thank You

Membership, Year End Gifts & The Power of Thank You 1 Membership, Year End Gifts & The Power of Thank You DONNA ANN HARRIS HERITAGE CONSULTING INC. Agenda for today 2 Membership Year End Gifts The Power of Thank You What To Do Tomorrow Tell me your name

More information

Fundraising Guide. Page 1 Important Adivce: Essential steps, Where to fundraise, How could you fundraise

Fundraising Guide. Page 1 Important Adivce: Essential steps, Where to fundraise, How could you fundraise WORLD MERIT Fundraising Guide Page 1 Important Adivce: Essential steps, Where to fundraise, How could you fundraise Page 2-5 SDG specific fundraising suggestions PAGE 6-8 How to: Plan, Do, Review Events,

More information

Catapult Your Health!

Catapult Your Health! Catapult Your! Worksite Success Guide Catapult and You a Winning Team It s nice to meet you! Together, we re going to make a positive impact on the health of your fellow employees. A little effort on your

More information

THE ANNUAL 2018 ENTRY PACK

THE ANNUAL 2018 ENTRY PACK THE ANNUAL 2018 ENTRY PACK CONTENTS 2 ABOUT The Creative Review Annual is one of the most respected and trusted awards for the creative industry. We celebrate the best creative work from the past year,

More information

Small business Big ambitions

Small business Big ambitions HIRE MARKET SELL LEARN Small business Big ambitions Hiring Playbook for SMBs It doesn t cost you anything to think big nor reach beyond the supposed constraints of size and resources. Don t limit your

More information

Third Party Event Manual

Third Party Event Manual Third Party Event Manual Table of Contents Purpose of this Manual...2 Event Ideas List... 3 Third Party Event Agreement... 4 Resources from Us...... 9 Promoting your Event....10 Event Planning Checklist...

More information

UNIVERSITY OF NORTHAMPTON STUDENTS UNION SOCIETY & VOLUNTEERING AWARDS NOMINATION GUIDENCE & CRITERIA

UNIVERSITY OF NORTHAMPTON STUDENTS UNION SOCIETY & VOLUNTEERING AWARDS NOMINATION GUIDENCE & CRITERIA UNIVERSITY OF NORTHAMPTON STUDENTS UNION SOCIETY & VOLUNTEERING AWARDS NOMINATION GUIDENCE & CRITERIA This year you have the chance to nominate your Society, Volunteering group or Social Enterprise as

More information

Essential Charity Fundraising Guide

Essential Charity Fundraising Guide 2016 Register Now! or call 0800 883 8450 Charity Fundraising in 2016 Travel Welcome to the 2016 Give as you Live Essential Charity Fundraising Guide. Each year through Give as you Live, thousands of charities

More information

Youth to Adult. Facility and Equipment: Contact cards with names

Youth to Adult. Facility and Equipment: Contact cards with names Activity: Ages: Value(s): Caring Members Youth to Adult Caring Facility and Equipment: Contact cards with names 1. Have Y members write letters to other Y members who have not visited or participated in

More information

Southern Association of Student Councils Comprehensive Awards Program

Southern Association of Student Councils Comprehensive Awards Program Southern Association of Student Councils Comprehensive Awards Program Entry Instructions Please read the instructions carefully and completely. Use only the forms provided. Using forms associated with

More information

Paragon Awards. Deadlines. Early Bird October 1 Final Deadline October 15

Paragon Awards. Deadlines. Early Bird October 1 Final Deadline October 15 Paragon Awards Deadlines Early Bird October 1 Final Deadline October 15 Winners in this year s contest will be announced at NCMPR s 2019 national conference, Hitch Up the BRAND Wagon, March 24-26 in Texas

More information

Maximize Access and Engage Your Patients

Maximize Access and Engage Your Patients Maximize Access and Engage Your Patients Rosemarie Nelson Healthcare Consultant Objectives Identify the tools and applications available to engage patients Discover how better performing practices improve

More information

2016 CAMPAIGN COORDINATOR GUIDE. BE THE ONE unitedwayabilene.org

2016 CAMPAIGN COORDINATOR GUIDE. BE THE ONE unitedwayabilene.org 2016 CAMPAIGN COORDINATOR GUIDE BE THE ONE unitedwayabilene.org CAMPAIGN COORDINATOR GUIDE Table of Contents Your Role...1 Message From the President/CEO...2 About Your United Way...3 Our Community Partners...4

More information

Global Village Program Fundraising Guide

Global Village Program Fundraising Guide Global Village Program Fundraising Guide Table of Contents Building Awareness and Helping Families in Need... 2 What to Know Before You Begin Fundraising... 2 Using the Habitat Logo... 3 Soliciting Support...

More information

New Patient Experience Maximizer

New Patient Experience Maximizer New Patient Experience Maximizer Checklist 1 (Front Desk) CUSTOMER SERVICE AT THE FRONT DESK Completed To Do 1. Learn as much as you can about patient before the visit. Ask specific, detailed questions

More information

Hiker Guide XTREME HIKE

Hiker Guide XTREME HIKE Hiker Guide The Cystic Fibrosis Foundation is proud to be hosting the XTREME HIKE. Xtreme Hike is a three day destination experience that includes one full day of hiking. It is a fundraising event that

More information

second-harvest-hero/

second-harvest-hero/ http://secondharvest.ca/ second-harvest-hero/ 1 By running a fundraiser at your workplace, YOU are a HERO to people in your city experiencing food insecurity. Second Harvest needs the support of heroes

More information

Golden Medallion Award Entry Special Communications Projects/Campaigns Internal Employee Engagement Plan

Golden Medallion Award Entry Special Communications Projects/Campaigns Internal Employee Engagement Plan Golden Medallion Award Entry Special Communications Projects/Campaigns Internal Employee Engagement Plan Creating a Culture of Innovation: Minnetonka Innovates Campaign The Minnetonka Public Schools face

More information

Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities

Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities Provided by the University Scholarships & Fellowships Advancement Office 3 Introduction 4 Development Office Contact Information

More information

Casa Pacifica Giving Tuesday Challenge Toolkit

Casa Pacifica Giving Tuesday Challenge Toolkit Casa Pacifica Giving Tuesday Challenge Toolkit Participant Guide Welcome to Casa Pacifica s Giving Tuesday Challenge! GIVING TUESDAY CHALLENGE Thank you so much for joining Casa Pacifica s Giving Tuesday

More information

Travel Reduction Program (TRP) Record Keeping and Communication. Transportation Coordinator (TC) Webinar January 25, 2017

Travel Reduction Program (TRP) Record Keeping and Communication. Transportation Coordinator (TC) Webinar January 25, 2017 Travel Reduction Program (TRP) Record Keeping and Communication Transportation Coordinator (TC) Webinar January 25, 2017 To hear us, turn up speakers or headset volume. Your microphone is muted. Tech Tips

More information

Adult Volunteer Recognition

Adult Volunteer Recognition Adult Volunteer Recognition Ways to Say Thank You! (at the troop, district & community levels) Recognize Volunteer Contributions People volunteer for countless reasons, but underneath it all, most volunteers

More information

Fundraising Pack. Contents. Address. Helpline. . Find us online. Charity No

Fundraising Pack. Contents. Address. Helpline.  . Find us online. Charity No Contents P1 About us P2 Fundraising P3 Fundraising P4 The Safety Bit P5 Useful Info P6 Sponsor Form P7 Sponsor Form Ménière s Society Fundraising Pack Whatever you choose to do you ll be raising the profile

More information

Welcome to the TNP 2017 NP Week Resource Guide

Welcome to the TNP 2017 NP Week Resource Guide Welcome to the TNP 2017 NP Week Resource Guide Happy Nurse Practitioner Week! We created this guide to help you begin promoting awareness around the important role NPs play in the health care system. In

More information

Fundraising Tool Kit

Fundraising Tool Kit Fundraising Tool Kit We want our athletes to enjoy every step of their journey with us, and we realize for some, the biggest challenge is fundraising, not training. That s where we come in! We ve compiled

More information

health risk assessment

health risk assessment health risk assessment bcbsnc.com Health Risk Assessment Your Health Profile Implementation & Communications Plan Event: Type: Description: Stand-alone event Online only The following implementation and

More information

AIM MEMBER INCOME PLAN

AIM MEMBER INCOME PLAN AIM MEMBER INCOME PLAN With the AIM Member Income Plan, increase your wealth by improving the health of others. Look inside to get started on your exciting future with AIM. Welcome to Since 1982, The AIM

More information

About our Campaigns tool

About our Campaigns tool Campaigns workbook Contents About our Campaigns tool 03 Creating a campaign 04 Creating an event hub 05 Creating an appeal 14 Creating a Charity of the Year page 22 More information 29 2 About our Campaigns

More information

JA Maker Bowl. Coordinator Guide

JA Maker Bowl. Coordinator Guide JA Maker Bowl 2017 Coordinator Guide Inspire & Empower Austin Area Students The purpose of the JA Maker Bowl is to raise funds to bring JA s proven programs in financial literacy, entrepreneurship and

More information

Timelines are key! Customize to make it your own.

Timelines are key! Customize to make it your own. Timelines are key! Customize to make it your own. September Set campaign goals and determine internal/external roles and resources Promote your non-profit s #GivingTuesday campaign to local press Submit

More information

How Video Quick Learns and Other Multi-Modal Communication Strategies Can Fast Track the Success of Your Service Excellence Journey

How Video Quick Learns and Other Multi-Modal Communication Strategies Can Fast Track the Success of Your Service Excellence Journey How Video Quick Learns and Other Multi-Modal Communication Strategies Can Fast Track the Success of Your Service Excellence Journey Carol Majewski, RN, MS, MHCDS, Jason Vallee, PhD & Jodi Stewart Beryl

More information

Campaign kit. Thinking about launching a campaign but not sure where to start? We can help.

Campaign kit. Thinking about launching a campaign but not sure where to start? We can help. Campaign kit Thinking about launching a campaign but not sure where to start? We can help. CAMPAIGN KIT Get started This turn-key campaign kit includes all you need for a successful fundraising experience.

More information

FACEBOOK FUNDRAISING TOOL KIT

FACEBOOK FUNDRAISING TOOL KIT FACEBOOK FUNDRAISING TOOL KIT INTRODUCTION You can help people affected by ectodermal dysplasias have a brighter future by raising funds for National Foundation for Ectodermal Dysplasias (NFED) programs.

More information

gifts for refugees a holiday fundraising guide

gifts for refugees a holiday fundraising guide gifts for refugees a holiday fundraising guide thank you for fundraising for gifts for refugees! Dear compassionate supporter, The contributions we ll receive from your fundraising campaign will allow

More information

U i ty of D. of A i cs i on S. Representative of Athletics Interests/ Booster NCAA Regulation Manual

U i ty of D. of A i cs i on S. Representative of Athletics Interests/ Booster NCAA Regulation Manual i ty of D of A i cs i on S Representative of Athletics Interests/ Booster NCAA Regulation Manual of D On behalf of the University of Delaware, we would like to thank you for your tremendous support of

More information

MCPS on the Move Program Guide: What is MCPS on the Move? Online Tools The Coach s Role The Competition and Prizes Next Steps

MCPS on the Move Program Guide: What is MCPS on the Move? Online Tools The Coach s Role The Competition and Prizes Next Steps Program Guide A Physical Fitness Competition MCPS on the Move Program Guide: What is MCPS on the Move? Online Tools The Coach s Role The Competition and Prizes Next Steps What is MCPS on the Move? The

More information

Electronic Recycling in Will County Presented by Marta Keane, Land Use Department Resource Recovery & Energy Division

Electronic Recycling in Will County Presented by Marta Keane, Land Use Department Resource Recovery & Energy Division Electronic Recycling in Will County 2012 Presented by Marta Keane, Land Use Department Resource Recovery & Energy Division Your Next 35 Minutes Will County Before the Ban Will County s Existing Collection

More information

CRAZY COOL FUN FOR YOUR STUDENTS

CRAZY COOL FUN FOR YOUR STUDENTS IN 2018 YOU HAVE TWO VERY CLEAR CHOICES FOR A FUN RUN/WALK/LAP-A-THON CRAZY COOL FUN FOR YOUR STUDENTS We re creating a party atmosphere for your students! 70% clear cash profit NO 10% admin fee Only one

More information

How long would you like your funding to last? [in months] You can use our funding over a period of up to 5 years.

How long would you like your funding to last? [in months] You can use our funding over a period of up to 5 years. This document provides guidance to all the questions (including drop downs) asked in the Public Engagement Fund Application form online. We recommend using this document as a guide as you prepare the content

More information

TransComm 2017 Award Categories and Judging States

TransComm 2017 Award Categories and Judging States General Conditions Eligible entries must have been projects completed or initiated from June 1, 2016 to May 31, 2017. Each state may submit no more than six Skills Contest entries per year. If more than

More information

CAMPAIGN TEAM GUIDE 2018

CAMPAIGN TEAM GUIDE 2018 CAMPAIGN TEAM GUIDE 2018 ARE YOU AN AMBASSADOR, AN ORGANIZER, A MOTIVATOR, OR A STORYTELLER? We need you on our team! After all, we can do so much more when we do it together. Help us bring the work of

More information