Any Health Care foundations associated with hospitals that use EPIC?

Crystal Chouinard:

Hi Mark,


We are still finalizing our Grateful Patient program with hopes of kicking it off this summer and will be getting lists from EPIC. I was brought on just last month and I am new to the healthcare sector of nonprofits so this is all different world for me   That being said any advice that you might have would be much appreciated. We are still debating on where to track that constituents are part of the grateful families program, constituency code, membership module, volunteer module. We are going to have a few categories of grateful families too so that needs to be tracked (share your story, donate, fundraise, or volunteer). 


Part of this process is the purchase of Omatic's List Management tool. I haven't been trained on List Management so I don't know the in's and out's yet but I am really excited about not having to create records for all of our patients. If I understand it correctly we will be able to assign workflows and tasks to the lists so that if a patient meets certain criteria we can have the system automatically push them over as a constituent, assign an action track, and populate other codes in RE.  

 

Welcome to the fun world of health care philanthropy!
We decided long ago not to add people to RE unless they are donors or likely prospects assigned to an SDO. Therefore, we don’t add patients to RE unless they have donated. Up until last month, we used an outside company to start the grateful patient process going. We send them lists of likely patients who are sent letters and then called to make a donation. When they do, our gift processor adds them to RE with a coding so that it is easy to query/report/export based on them as grateful patients. We use “Alias” to add a unique number to a patient/now donor’s record but they are also assigned a “Grateful Patient” solicitor in the relationship tab. We try to keep as few different constituent codes on a donor’s record. We have 10 foundations, each associated with facilities and/or markets and use Constituent codes to keep records separate. I’d recommend the relationship tab. We at one time were coding them with an attribute we use to show what brought a donor to our database.

My main reason for posting this is that I am hoping there is a foundation using EPIC to flag donors when they go through admissions at their facilities. But if you have any other questions, I would be glad to try to answer them.

Mark

 

Crystal Chouinard:
Thanks Mark! This info is helpful and is adding to my thought process on this. We are still in the development stages of creating a feature in EPIC that gives Physicians a way to easily refer patients to the foundation if they are interested in giving back. I will be sure to keep you posted as that develops. Right now I believe they are looking at 2 different ways to do this in EPIC. I will keep you posted though so stay tuned. J