Large University Health System
API Enables University Health System to Streamline Workflows
A large university health system sought to identify more high impact donors in real-time. They used WealthEngine to identify new patients who had never donated previously but had a mid to high level giving capacity.
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The Goal
The university health system wanted to identify new patients (both inpatients and outpatients) who fit within the parameters of mid to high-level donors. By doing this, the health system could then screen patients for other attributes, and determine which prospective donors to reach and the appropriate ask for each.
WealthEngine's Solution
By integrating WealthEngine’s API into their patient system, the university health system was able to screen patients in real-time for a number of attributes, including their giving capacity. Potential high impact donors were then passed along to corresponding administrators who would then engage the patient, building a relationship with them over time. This would help build a strong foundation for future grateful patient giving.
Their Result
WealthEngine’s API saved the university health system time and resources when screening for patients with mid to high giving capacity. The API provided centralized donor information for Gift Officers to streamline their workflows.