List Management & Invitation Processing

List Creation

  • Create a list of health care providers to invite from a master list(s) and/or other database
    • Generate list by geography
      • Zip code radius, city, state, territory
    • Filter by specialty/subspecialty

List Maintenance

  • Update master list with attendee participation
  • Update master list with information changed by attendee
    • Can build links to update master list or CRM system

Generate Invitations

  • Merge names for email invitations directly from system
  • Download MS Excel file of invites for merging into MS Word or other program
  • Generate a PDF invitation/brochure for download and distribution by reps