Case Study: Hoag Hospital Foundation automates its grateful patient program and grows major gift pipeline with Kindsight Ascend

Hoag Hospital Foundation automates 95% of its Grateful Patient workflow with Kindsight

Hoag Hospital Foundation faced a significant challenge with its manual and inefficient Grateful Patient Program workflow. The process required approximately 24 manual steps across multiple systems like Power BI and Excel, consuming up to three hours per week for data processing alone. This led to inaccurate records, returned mail, and difficulty matching patient data from its Epic system to donor records in its CRM, preventing the team from focusing on donor strategy and physician collaboration.

By implementing Kindsight's GPP module layered onto its Ascend CRM, Hoag automated 95% of its workflow. Kindsight's solution integrated Epic patient data with automated daily screening and loading, replacing manual monthly uploads. This resulted in a highly efficient process, reducing weekly data processing time from hours to just 10-15 minutes. The measurable impact was substantial, with Hoag raising $5.1 million in the first six months of 2026, surpassing its entire 2025 revenue, and securing 38 new donors including 7 major gifts.

Hoag Hospital Foundation