THE PLATFORM

One operational view across the work that currently lives between systems.

Keep the systems that work. Fix the gaps between them. See what needs attention, connect hand-offs across tools, and automate repetitive administrative work.

CONNECT BEFORE REPLACING

Start with the workflow that costs you the most time.

Five areas the prototype explores. Pilots usually begin with one or two.

Turn interest into long-term support.

See your campaigns, donors and follow-ups together. Build lasting relationships without building another spreadsheet.

Campaign trackingDonation-system integrationRecurring giving visibilityDonor segmentationMajor donor remindersLapsed donor identificationYear-end reporting
See fundraise in the demo

FUNDRAISE WORKFLOW

1Donation received
2Update donor record
3Send personalized thank-you
4Update campaign
5Create follow-up task

Concept workflow. Configured around your team's real process during a pilot.

POTENTIAL INTEGRATIONS

Keep the systems
that already work.

An operational layer around your existing technology.
Not a mandate to start over.

SalesforceBloomerangDonorPerfectBlackbaudHubSpotMailchimpConstant ContactStripePayPalQuickBooksGoogle WorkspaceMicrosoft 365WordPressZapier
CRM · Donations · Email · Accounting · Calendar · Forms · Website · Analytics · Automation

Potential integrations, not completed connections. Availability depends on your existing systems and API/access capabilities.

Designed to complement your healthcare systems.
Not replace them.

Our focus is the operational side of mission-driven healthcare: funding, grants, programs, administration and organizational knowledge.

Not an EHRNot a diagnostic toolNot clinical decision supportNot a replacement for medical softwareNo patient health records in this prototype

A FEW GOOD QUESTIONS

Clarity starts here.

Have a different question?
Let’s talk about your organization

Is this another CRM?

No. Health Impact OS connects workflows and provides an operational view across the systems you already use. Your current CRM may remain an important part of the system.

Will we need to replace our current software?

Usually not. The goal is to connect useful existing tools rather than rebuild everything from scratch.

Does the platform handle patient medical records?

No. This prototype focuses on non-clinical operations such as fundraising, grants, programs and reporting. Do not enter patient records or medical information.

How is AI used?

AI can assist with approved-information summaries, report drafts, follow-ups and grant checklists. Human review remains important. The public knowledge demo uses scripted fictional responses, not live AI.

Is this a finished commercial product?

No. We are validating the platform with healthcare and nonprofit organizations. Early conversations and pilots will determine which capabilities we build first.

Can it integrate with our existing website?

Website integration may be part of an implementation, depending on your platform, requirements and access capabilities.

Can this support fundraising?

The proposed platform can connect campaign, donor and recurring-giving workflows around established donation and payment systems. Availability will be scoped in each pilot.

Can it help with grants?

Proposed workflows cover opportunity tracking, deadlines, documents, assignments, approvals and reporting obligations, with administrative drafting support.

Your team has a mission to run.
Your systems should make that easier.

In a 20-minute workflow review we look at one process involving fundraising, grants, reporting or operational data, and point out where integration or automation may reduce manual work. No obligation to change your software.

Already interested in a pilot? Discuss a pilot