JUNE 2012 CVIM Strategic Plan Update

STRATEGIC GOALS 1. Expand access to care for current and new patients 2. Redirect more resources to patient care through operational efficiencies 3. Make CVIM Chester County’s charity of choice 4. Transition to a governing board

Patient Satisfaction Survey Patients reported: 100% - Satisfaction with overall care 98% - That staff were helpful and caring 96% - They were presented with health education during visit (compared to 59% last year) 93% - Overall improvement in health status since becoming CVIM patient [100 patients surveyed: 55 English - 45 Spanish]

Patient Volume

FISCAL YEAR 2012 SUCCESSES Fund Development

Fiscal Year 2012 Highlights * Golf Classic * Winter/Spring Appeals * Foundation Awards * Pledges

Winter Newsletter (Calendar Year End Appeal)

Spring Newsletter (Fiscal Year End Appeal)

Fiscal Year 2013 Plans & Challenges CVIM 15 th Anniversary New Pillar Members Board Committees Companies of Caring Marketing Committee Build and Sustain New Golf Sponsors

How Can I Help to Make CVIM the Charity of Choice in Chester County? Board giving – importance of 100% participation CVIM Elevator speech – know your talking points What else can I do? 1. Help to open closed doors & cultivate new donors 2. Invite contacts for a tour of CVIM 3. Invite and include us at your events

Income Source Summary ConstituentNo. of DonorsNo. Gifts GivenTotal (to date) Board1830$50,550 Church921$10,417 Corporation5060$404,809 Former Board35$22,650 Foundation3130$352,200 Government34$49,448 Individual417489$1,031,375 Organization1314$41,178 Staff67$6,836 United Way22$42,240 Volunteers6389$25,842 Fiscal YearDonorsDollars FY $2,037,545 FY $2,329,183

FISCAL YEAR 2012 SUCCESSES Volunteer Management

Volunteer Recruitment Numbers of new volunteers Volunteer recruitment activity Student internships Volunteer Committee Selection and orientation process Training

Volunteer Recognition Volunteer Committee Volunteer Week Celebration Volunteer Stars ORTHODONTIST 10 Years MATTHEW SWIATEK, DMD, MMSc

Example of Volunteer Star on CVIM Website

Volunteer Retention & Leadership Communication Cross training Corporate Volunteer Partners Examples of volunteer leadership

FISCAL YEAR 2012 SUCCESSES Dental Services

Dental Teamwork New  Dentist  Dental Hygienist Volunteer Clinicians Staff Student Component

Dental Program Enhancements HIV Testing Smoking Cessation Program Outreach

FISCAL YEAR 2012 SUCCESSES Medical Program Accomplishments

Medical Home Model Care Coordination Community Partnerships Case Example

Program Enhancement Diabetes Case Management Nutrition Step it Up Obesity

Comparison of National vs. CVIM Obesity Statistics Green: Normal <25 Yellow : Overweight Red: Obese >30

Breakfast & Business Meetings Communication Engaging Volunteers Care Coordinator Role Expanded Clinic Hours New Patient Volumes

Quality Assurance Credentialing and Privileging Chart Reviews Peer Review Continuing Medical Education

FISCAL YEAR 2012 SUCCESSES Dispensary Accomplishments

Transition  Leadership Transition  Overlap  Increased hours  Operational Efficiencies

Dispensary Programs Smoking Cessation Patient Assistance Program Student Rotations

Help Forward Help Forward