Help Desk - Prospect Development Request

Request Form for Data Analytics

Please do NOT include any PHI in your ticket

Please describe what you would like analyzed.

Request Form for Prospect Query List

Please do NOT include any PHI in your ticket

How will this query be used? Please provide specific details on how you will be using this list and what data you need it to show.

Physician Name

Please include full name and any known professional nicknames (ex: Dr. William J. Smith aka Dr. Bill Smith). Kindly limit requests to a maximum of 5 providers unless you have met with a member of the Prospect Development team to discuss your ticket.

Range of Service Dates

If "Other" population, please list selection here

If "Alumni" or "Students" population, please list department/class years here

What is the date range for the transactions you want included?

What are the Fund ID(s) numbers, sites, and/or departments to be included?

Is this query based on location (County, City, State, Zip, Region, etc.)?

If yes, please include state details for all requests. For example: if you are looking for Orange County residents include "Orange County, NC" or if you are looking for alumni who live in Greenville include "Greenville, NC"

How many prospect recommendations would you like to receive?

Please upload any files, documents, and images (including signatures) to assist us in the completion of this project. Reminder: Please do not upload any files containing PHI

Drop files here or

Max. file size: 50 MB.

Additional notes, including any unique/unusual fields you need the report to include

Request Form for Prospect Research

Please do NOT include any PHI in your ticket

What type of research are you looking for?

Please provide a summary of your research needs, including who the audience for the report is and how in-depth of a report you want.

Which type of report would you like to receive?

If your prospect has a Davie record, please share their PID here.

For multiple prospects, please use commas to separate PIDs.

What do you already know about your prospect(s)? All information is helpful.

Please include at least full name and city/state of their personal or work address. Reminder: Do NOT add any PHI here.

If you are looking for a specific list of prospects, please share your criteria here.

What else do we need to know? Please explain in detail below.

Reminder: Do NOT add any PHI here.

Please upload any files, documents, and images that would assist us in the completion of this request.

Max. file size: 50 MB.

Request Form for Portfolio Management

Please do NOT include any PHI in your ticket

Do you need any updates to your portfolio?

Do you need to make any changes to your Prospect Plans?

General Inquiries