Transforming healthcare organizations to drive improved operations, clerical automation, patient experiences, and revenue growth.
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HubSpot for Healthcare
Stand Out From Your Healthcare Competitors
With over 900,000 healthcare businesses in the U.S., there's an average of of 18,000 healthcare practices in every state. With so many options available, it can be quite challenging to attract and retain patients.
HubSpot can help you drive patient satisfaction, retention, and growth with:
- AI-Powered Chatbots Set chatbots that can direct patients to the right specialists, provide answers to FAQs, and schedule appointments.
- Automated Admin Workflows Send automated follow-up reminders, invoices, and more to patients with HubSpot Workflows to keep them supported and on track with care.
- Billing Pipeline Management Streamline billing and insurance claims with HubSpot’s built-in "Deal Pipeline" management tool.
Fully Customized Healthcare Data
HubSpot is crafted to be entirely customizable and adaptable, catering to your practice’s distinct policies and procedures. HubSpot empowers you to utilize their “custom objects,” which extend well beyond standard data fields. These custom objects can be tailored to fit the specific needs of your healthcare practice or unique data fields that require logging and updating.
Some ways to customize data objects in HubSpot for healthcare include:
Contacts → Patients
Create distinct contact types, such as patient types, doctors, nurses, etc. to distinguish internal from external users or filter patients based on the type of healthcare services they need.
Companies → Suppliers
Track your suppliers, healthcare partners, or even extra office locations with custom company objects, ensuring you have a comprehensive overview of all your business relationships and operational sites.
Deals → Patient Procedures
Separate patient services by type, create different pipelines for inpatient and outpatient procedures, and make invoicing more efficient to empower collections at the point of care.
Tickets → Patient Support
Handle patient support requests and resolve post-visit issues such as medical questions, billing inquiries, prescription management, and more.
Enhance Patient Satisfaction, Support, and Retention
Turn one-off visits into recurring revenue for your practice
Between helpful knowledge base resources, exclusive patient portals, automated patient follow-ups, and a host of other service tools, HubSpot makes it easier than ever to drive patient satisfaction—and, by extension, patient retention and recurring revenue.
Here’s how HubSpot helps improve patient satisfaction, retention, and recurring revenue for healthcare organizations:
- Custom Patient Portals Create secure patient portals with custom dashboards allowing them to self-service and access medical records with ease.
- Enhanced Patient Communications Enable faster response times and communication with patients via HubSpot automation (Chatbots, Workflows, etc.)
- Hassle-Free Billing Management Making viewing, paying, and managing bills easier for patients to reduce frustration and friction in the billing process.
Make Appointment No-Shows a Thing of the Past
No-shows can be incredibly disruptive for any healthcare practice. It creates gaps in revenue, delays patients from receiving proper treatment, and wastes practitioner time.
HubSpot helps solve for this particular challenge by:
Improved Appointment Scheduling
Make appointment booking and tracking as simple as possible, whether your patients call the office, sign up via online forms on your website, or sign up via their custom HubSpot patient portal.
Automated & Timely Appointment Reminders
Keep your patients in the loop regarding their appointment times (and any changes in the schedule) using automated reminders sent via email, SMS, or other communication channels.
Tracking Patient Activity
Get full data and insights into patient history of scheduling, rescheduling, late arrivals, cancellations, and more so you can customize appointment reminders and minimize gaps in your schedule.
Simplifying Billing & Insurance With HubSpot
Billing and insurance processes are notorious headaches for healthcare companies. HubSpot provides a streamlined, efficient solution to these common pain points:
Disconnected Systems
HubSpot integrates with your billing software and EHR, syncing data across platforms to eliminate manual entry errors and ensure teams have real-time access to accurate information.
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Insurance Claim Delays
HubSpot automates claim tracking and reminders. This ensures that submissions and approvals stay on schedule, improving revenue cycle management.
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Limited Visibility
HubSpot’s reporting tools deliver real-time data on billing, claims, and payment cycles, helping you identify trends and optimize your processes.
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Insurance Payment Confusion
HubSpot leverages deal pipelines and automation to streamline the process for submitting insurance claims and processing payments. Keep your cash flow healthy and strong to fuel your practice’s operations and growth.
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HIPAA & Data Security
HubSpot is now HIPAA compliant for you to securely manage sensitive billing and insurance information. Features like encryption and audit logging protect patient data, ensuring it’s securely handled throughout the billing cycle.
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HubSpot Customers' Most Reviewed Elite Solutions Partner
500+ HubSpot Certifications
14+ Year HubSpot Solutions Partner
Custom Integration Accreditation
CRM Data Migration Accreditation
900+ 5 Star Reviews in HubSpot Directory