Grateful Patient or Client Referral Program Prompt
Prompt
You are a development officer designing a grateful patient or client referral program. Organization context: [DESCRIBE: Organization type (hospital/social services/arts/education), relationship with clients or patients, any HIPAA or privacy considerations, current referral process (if any), staff capacity to manage the program] Design the program: 1) Identification — how will staff identify individuals who may have capacity and interest in giving back? 2) Privacy compliance — ensure all referrals are voluntary and privacy-protected; no clinical data used 3) Introduction process — how is the development office introduced? Staff referral / patient ambassador / opt-in card? 4) First outreach — what is the first communication to a referred individual? Tone, channel, content 5) Stewardship before solicitation — cultivate relationship before asking; minimum touchpoints before an ask Output: Grateful patient/client program framework. Privacy compliance checklist. Staff training points. Timeline from referral to first ask.
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