Grateful Patient Programs
Your patients experienced extraordinary care. That story shouldn’t end at discharge.
Grateful patients and families are among your most promising donor relationships. But that relationship runs through more systems, more data types, and more compliance requirements than almost any other fundraising workflow. Omatic Cloud connects your health system, wealth screening tools, CRM, and more so your team always has what they need to turn a care experience into a lasting donor relationship.
The Problem
Patient data is sensitive at every step.
Patients who experienced exceptional care want to give back but converting that goodwill into a major gift conversation means navigating a complex data environment. Health records are governed by HIPAA and stored separately from development. Wealth screening happens in a third-party platform. Outreach requires consent validation across every channel. When any part of that chain breaks down, the program stalls or creates compliance exposure that poses a major risk to the organization.
How omatic helps
Built for the complexity of your grateful patient program
Omatic Cloud connects your systems so patient data flows accurately from your health system into your screening tools and CRM, giving your team what they need to cultivate every relationship at the right level.
Move Patient Data From Your Health System Into Your CRM
Your patient and family records start in Epic or another health system. Your cultivation starts in your CRM. Omatic Cloud bridges that gap, moving patient and family contact data accurately and securely into your CRM so gift officers have a complete, current record to work from without manual exports or spreadsheet transfers.
Bring Wealth Screening Results Into the Right Records
After screening through ResearchPoint, WealthEngine, or another tool, that intelligence needs to land in the right constituent record in your CRM. Omatic Cloud matches wealth screening results to existing records accurately, so gift officers see capacity scores, philanthropic history, and key indicators right where they work every day.
Support Every Cultivation Track
Not every grateful patient is a major gift prospect. Some are recurring giving candidates. Some are planned giving conversations. Some will respond to a hospital gala or a community run. When patient and wealth data flows accurately into your CRM, your team can segment by capacity and assign the right cultivation track for each relationship, rather than working from a single top-prospect list.
Keep Engagement Visible Across Every Channel
When email opens, event registrations, and tribute gift activity flow back into your CRM, your gift officers see the full picture of how a patient or family is engaging with your foundation. That intelligence changes who gets a personal call, who gets added to a major gift cultivation plan, and who gets invited to the next event.
Coordinate Every Cultivation Channel From One Place
Grateful patient cultivation rarely happens through one channel. Email journeys, event invitations, direct mail, and major gift officer outreach all play a role. When your CRM reflects accurate, complete patient and family data, your team can coordinate every touchpoint without gaps, overlap, or missed opportunities.
Handle Sensitive Data With the Security It Requires
Patient data is among the most sensitive information your organization touches. Omatic Cloud is HIPAA compliant and SOC 2 Type II certified, so the data moving between your health system, screening tools, and CRM is protected at every stage and handled to the standard your organization and your patients expect.
Designed to Work with the Systems You Rely On
Omatic Cloud connects the health systems, wealth screening tools, CRMs, and email platforms involved in your grateful patient program. No advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
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