Look up PARTIAL names! Train your staff to do look ups on partial names, not full names. If you’re looking up an individual’s name, you should only have to type in part of the last name to find the record. The same goes for company names (i.e., organization records). Partial is better than full, because full increases the …
Not Just Technology There was recently a discussion on the ASAE online community about project management software. There were lots of recommendations about which software to use and why, but what was missing from the conversation was the people and the process. Every project or program involves people, process, and technology. All three of these elements …
Consider quitting Patient: “Doctor, it hurts when I do this.” Doctor: “Then stop doing that.” Sometimes it’s just best to stop what you’ve been doing because doing what you’re doing isn’t helpful anymore. For example, I had clients who were still collecting fax numbers within the past couple of years, even though the broad use …