Case Contact Demographics

The ‘Case Contact Demographics’ report in Reports module of Retention CRM provides Chambers of Commerce, Nonprofits and Associations with a breakdown of their database contacts associated with cases. This report also includes custom contact fields you’ve defined.

General Functionality of ‘Case Contact Demographics’ report

Fields:

• Contact Name: Name of the contact person.
• Case ID: Unique identifier assigned to a case.
• Gender: Gender of the contact (if collected).
• Case Start: Date the case was opened.
• Case End: Date the case was closed (if applicable).

Using ‘Case Contact Demographics’ report in Association Management

In the Context of a Nursing Association:

• Contact Name: Name of the nurse or patient associated with the case.
• Case ID: Unique identifier assigned to a patient’s nursing case.
• Gender: Gender of the patient (if collected).
• Case Start: Date the patient’s nursing care began.
• Case End: Date nursing care ended (if applicable).

Additional Filters:

• Contact Type: Filter by contact type (e.g., Nurse, Patient).
• Cases? Filter to include contacts with or without cases.
• Case Start: Filter by date range when cases were opened.
• Case End: Filter by date range when cases were closed.
• Tag: Filter by tags assigned to cases (e.g., Oncology, Post-Operative).
• Group: Filter by groups assigned to contacts (e.g., Registered Nurses, Physical Therapists).

Hypothetical Scenario:

A nursing association director wants to understand the demographics of patients who received post-surgical care in the last year. They can utilize the ‘Case Contact Demographics’ report with the following filters:

• Contact Type: Patient
• Cases? Yes
• Case Start: July 4, 2023 (one year ago) to today’s date (July 4, 2024)
• Tag: Post-Surgical

This report would generate a breakdown of patients who received post-surgical care within the specified timeframe, including details like their names, genders, and when their care began. This information can be valuable for resource allocation, identifying trends in patient needs, or outreach programs.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association – Analyze Membership Demographics by Age Group

Goal: Understand the age distribution of your association members.

• Filters:
  • Contact Type: Member (or specific membership level)
  • Cases?: No (Focuses on members, not cases)
  • Additional Filters (Optional): Consider using Groups to segment by profession or industry within the association.

Analysis: This report reveals the age breakdown of your members. This helps tailor communication strategies, event planning, and membership benefits to resonate with different age groups.

Chamber of Commerce – Identify Potential Mentorship Program Participants

Goal: Find experienced business professionals for a mentorship program.

• Filters:
  • Contact Type: Member (or specific membership category)
  • Cases?: No (Focuses on members, not cases)
  • Custom Field (if available): Look for a field capturing “Years of experience” or similar.
  • Additional Filters (Optional): Use Groups to target specific industries relevant to the mentorship program.

Analysis: This report identifies members with extensive experience who could be potential mentors. You can then reach out to them for program participation.

Non-Profit – Evaluate Outreach Program Effectiveness by Location

Goal: Assess the geographic reach of your outreach programs.

• Filters:
  • Contact Type: Program Participant (or specific program category)
  • Cases?: Yes (Focuses on contacts involved in outreach programs as cases)
• Additional Filters:
  • Location Fields (e.g., City, Zip Code): Analyze program participation by location.

Analysis: This report shows the locations of participants in your outreach programs. This helps identify areas with high or low participation, allowing you to refine your outreach strategies.