Best Practices for Noting Healthcare Services Received in Donor Records

Adrienne Barton 2

Would love to learn what policies and how other healthcare organizations are noting and tracking service line / department services received information for prospects/donors in Raiser's Edge.

Do you only document when self-disclosed by donor and word in such a way that it clearly states that the donor self-disclosed the information?

Do you have a coding system?

Would appreciate any insights. Thank you!