Healthcare Solutions
Turn Grateful Patient Relationships into Lasting Donor Connections
Healthcare foundations manage some of the most complex and sensitive data in the sector. With Omatic Cloud, your gift officers always have what they need to spot opportunities and build the relationships that matter.
Join Peer Organizations Using Omatic to Unify Their Data
How Omatic Helps
Specific Solutions for the Way Your Team Actually Works
Omatic Cloud is built by people with decades of experience working with nonprofit data, including the unique workflows that many healthcare foundations rely on. Here’s what that looks like in practice.
Grateful Patient Pipeline Management
Build a secure and seamless process for moving screened patient data from your health system to your foundation’s CRM. Define the eligibility criteria, automate the screening workflow, and ensure every qualified prospect reaches your gift officers with complete, accurate information.
Wealth Screening Integration
Automate the flow of wealth screening results into your CRM: with records matched, fields mapped, and capacity ratings applied before data lands in your database. Eliminate the manual import cycle that turns a screening batch into a week-long data cleanup project and get your gift officers working from up-to-date information.
Record Matching & Deduplication
Apply advanced matching logic across your EHR, wealth screening, and CRM so that every patient, donor, and prospect is recognized as the same person, with one complete record that reflects their full history.
Online & Tribute Giving Integration
Connect your online giving platform and tribute gift processing to your CRM so memorial and honor gifts are acknowledged promptly, families receive tribute notifications without delay, and every gift is credited to the right fund and campaign without a manual reconciliation step.
Financial Accounting & Development Reconciliation
Automate the flow of gift and payment data between your fundraising CRM and accounting system so your finance team and development team are always working from the same numbers, without the end-of-month reconciliation scramble.
A Platform Built for Healthcare’s Compliance
As your foundation grows, adds new programs, or navigates health system mergers and acquisitions, Omatic Cloud keeps your data integrations stable and your audit trail intact, without requiring your team to rebuild from scratch every time laws or systems change.
Real Stories from Organizations Like Yours
Ochsner Health Streamlines Giving Program for 40,000 Employees with Omatic Cloud
Omatic Cloud has made importing so much easier. We love how 40,000 records can be imported in a matter of minutes.
The Avera Foundation Exceeds Giving Tuesday Goal by 28% with Omatic and GoFundMe Pro Integration
We needed a solution like Omatic to seamlessly connect data from GoFundMe Pro to our CRM, steward them properly, and connect with them year after year. We are grateful to Omatic, and without their solution, retaining donors would be an impossible task.
Foundations of MultiCare Infuses Efficiency into Grateful Patient Program
We imported 18,000 names in a few hours for a calling campaign, matched them to existing constituents, and had a very successful campaign. The matching is superior and the ability to find and promote to full constituents during gift processing has made those batches fly
Popular tools among Omatic customers
Built for the Systems Your Team Already Uses
Omatic Cloud connects the systems that healthcare teams rely on for grateful patient, supporter engagement, volunteering, board management, peer-to-peer campaigns, and more. All designed with nonprofit workflows in mind. No advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
We haven’t had a single complaint about outdated information since we started using Omatic.
Sarah Henry, AVP Philanthropy Services
Ochsner Health
FAQs
Omatic Cloud is HIPAA-compliant and holds SOC 2 Type II and SOC 3 Type II certification, with AES-256 encryption at rest and TLS 1.2 encryption in transit. Every data flow is documented, auditable, and governed by role-based access controls. The integration architecture is designed to satisfy the review requirements of health system legal and IT teams, and we routinely work directly with those stakeholders during implementation to ensure every data movement meets their specific standards before anything goes live.
Omatic Cloud is built to receive output from wealth screening and grateful patient screening vendors and route that data into your development CRM with matching, field mapping, and capacity rating attribution applied before it lands. If your screening vendor isn’t in our standard integration library, our team will assess the connection based on how the vendor exposes its data and what your specific workflow requires.
Smaller foundations often benefit most from an integration solution because the cost of manual data processes falls disproportionately on lean teams. When a two- or three-person development office is manually managing spreadsheet transfers between the health system and the CRM, every hour spent on that process is an hour not spent on prospect cultivation or donor stewardship.