CP ListMaker^™ Power User Example

By combining the many features of CP ListMaker you can really fine tune a list. There are so many different combinations that we could scarcely begin to define them all, but the following example, from one of our users, shows how CP ListMaker has done some truly amazing things. The parameters shown in the example are very specific; many thousands of other criteria combinations, including much greater specificity, are possible to meet your needs – without any programming or query-building skills.

The Problem: We need to find a group of providers with a very specific profile for a research study. Here are the parameters:

• Addresses, credentials, state license numbers, phone and fax numbers for:
• Female family practice physicians who do not also practice pediatrics,
• With practices located in urban and suburban areas within four selected metro areas, outside of dense urban centers, but not in rural areas,
• Who serve an average income+ patient base,
• Can order DME (durable medical equipment) and bill it to Medicare,
• Have started their practice within the past 12 to 18 months,
• We need to send each a formal letter, so we need proper-cased name and address information, and a good, personalized salutation (like "Dear Dr. Chowdry").

The Solution: We used CarePrecise Gold [the CarePrecise Access Complete/CP ListMaker bundle] to pull the list and prep it for mailing. Here were the steps:

1. Created an 8-mile geographic radius Criteria Set for each of the four metro areas we had selected for our study. Named them for each of the metros, "Houston," "Atlanta," etc.
2. Created a 1-mile geographic radius Criteria Set for each of the metros, then removed these zips [Remove from Criteria] from the named metro Criteria Sets. Now we have our "donuts" around the urban centers, leaving out the urban centers and rural areas. (You can also specify fractional miles, i.e., 2.5 miles.) Looking at the animation at right, this shows how we cut out the "donut hole" to remove inner city practices.
3. To remove rural practices, we created a Criteria Set containing all of the states' rural zip codes using the Urban and Other zip filter, and removed it from our criteria using the Criteria Sets Remove from Criteria tool.
4. To remove low income service areas, we used the Wealth filter to eliminate zones with incomes at 200% of the Federal Poverty Level or below, in the same way as in step 3.
5. Created a "general" taxonomy Criteria Set, containing providers with the taxonomy codes identifying family practice physicians. Named it "FamPrac."
6. Combined the above Criteria Sets into one. Named it "First Cut." Found the matching providers and made a Saved List called "Our Targets"
7. Created a Criteria Set of all providers with a taxonomy code identifying the practice of pediatrics, saved the matching providers as a Saved List named "Pedia."
8. Used the Remove from List tool to cut the Pedia list out of the Our Targets list, leaving only those family practice docs who do not also practice pediatrics.
9. Used the Gender and PECOS filters to select only females who are enrolled to accept Medicare, the Type filter to select only individuals (eliminating duplicative "organization" listings that would have picked up the physicians' corporate entities), and the Added Since Date filter to select only those who "signed up" in the federal National Provider Identifier database more recently than 18 months ago.
10. Processed the list using SharpMail to output good name and address fields with a salutation, all properly cased and ready to print as mailing labels (all done from within CP ListMaker), and import into Excel for telephone follow-up.

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