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HubSpot for Healthcare

Enhance healthcare efficiency, improve patient outcomes, and optimize admin workflows

Healthcare Graphic

Innovating Healthcare with Customized HubSpot Solutions

From Medical Clinics, Therapy & Psychology, and Chiropractors to Home Health, Med Spas and Dentistry more, the healthcare industry is certainly very diverse, each with different business models and unique operational needs that require tailored solutions to thrive. With HubSpot's new HIPAA compliance and robust ability to be customized to fit specific needs, HubSpot is now a great option for the medical world. 

Whether it's managing patient relationships, streamlining administrative tasks, or optimizing communication, HubSpot provides a comprehensive suite of tools that can be tailored to enhance the efficiency and effectiveness of any healthcare practice.

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Enable HIPAA-Protected Sensitive Data

How to enable HIPAA-protected sensitive data 

HubSpot now ensures privacy and security to meet HIPAA compliance, featuring audit logging, advanced authentication, session timeout, security recommendations, per-tenant encryption, and more. Be sure to read all about HubSpot’s security and compliance here.

Once you’re ready to get started and have opted in to the beta, you’ll need to navigate to your Privacy & Consent settings to accept the related terms and conditions.

From there, specify the categories of sensitive data you’ll be storing including Health/Medical Data. This enables the creation of properties specifically for PHI. Once you have this set up, you can create and manage these sensitive properties.

They behave like other sensitive data properties but are marked to indicate they store HIPAA-protected data.

Create HIPAA Property

Build Your Healthcare Data Model in HubSpot

Build a platform that suits your business model.

HubSpot has built a strong reputation for its customizability and extensibility. With the introduction of the new HIPAA-protected sensitive data beta, the healthcare industry can now harness HubSpot's comprehensive suite of tools to create a tailored platform that meets their specific needs.

Users can create Custom Objects such as Healthcare Departments, Patients, Tests and more as well as utilize the OOTB objects in a way that works for their team like: 

  • Contacts ➢ Contact Types  (Patients, Doctor, Nurse etc.)
  • Companies ➢ Office Locations (Parent/Child relationships)
  • Tickets ➢ Patient Support Requests (medical questions, billing inquiries, prescription refills, etc.)
  • Deals ➢ Appointments & Billing (scheduling, insurance claims, payments)
Department Record

Improve the Patient Experience with Patient Portals 

Strengthen relationships and improve care with patient portals.

Using HubSpot, providers can offer secure portals allowing patients 24/7 access to their health information. These portals enable healthcare providers to deliver a more personalized, efficient, and empowering patient experience, fostering active participation in care and better health outcomes.

Patient Portal - Patient Summary (1)

Empower Patients to Take Control of Their Health

Secure portals allow patients to:

  • Access Medical Records: View health records and lab results
  • Schedule Appointments: Book, reschedule, or cancel appointments
  • View Test Results: Access test results promptly online
  • Request Records: Request copies of medical records effortlessly

Enhance Care with Easy Scheduling & Automation

Make appointment scheduling a breeze with HubSpot.

By leveraging HubSpot’s automation, deal pipelines and a custom CRM Card, you can ensure your patients always have access to convenient appointment options and are well informed about their care. In this section, we're going to look at few ways how. 

HubSpot for Healthcare - Appt. Scheduler

Easy Scheduling with a Custom CRM Card

Your team can efficiently book appointments for patients who call the office, with the Custom Appointment Scheduling CRM Card right on the patient record.

With a patient portal built on HubSpot CMS, patients can also quickly and easily schedule their own appointments at any time.

Automation for Timely Appointment Confirmation & Reminders

Clinics can send patients automated SMS and email reminders to confirm and remind patients about upcoming appointments. 

This can help reduce no-shows and expedite appointment cancellations, allowing for quicker filling of open slots.
Appt. Pipeline

Appointment Lifecycle Tracking

Monitor the entire appointment lifecycle, from the initial booking and confirmation stages to insurance claims and billing, using a deal pipeline view.

This comprehensive tracking ensures that each step of the process is visible and manageable, enhancing efficiency and organization.

Comprehensive Communication for Better Care

Maintain strong patient relationships with HubSpot.

Patients are the top priority in the healthcare industry. Ensure that you maintain clear and comprehensive communications across the board with a little help from HubSpot. HubSpot provides tools to streamline and automate interactions, making it easier to keep patients informed and engaged. 

Client Record

Unified Patient Records for Enhanced Care and Visibility

Consolidate all patient communications and information into HubSpot to provide a comprehensive view of each patient.

This can help enhance the quality of patient care and improving communication among all members of the care team.

Automated Patient Check-Ins and Personalized Follow-Ups

Automate regular patient engagement by sending check-in messages and customized follow-up communications tailored to the patient’s history and preferences.

This helps ensures continuous and personalized patient interaction.

Automated Check-In
Automated Care Plan

Automated Updates for the Care Team

In the healthcare industry it is not uncommon to have many people involved in the care of patient ranging from the doctor to the nurses, the nurse's aids and even family members. 

Keep everyone in the loop with automatic updates like sharing a care plan with relevant medical professionals and/or the patient's family as soon as it's approved. 

Building Billing & Insurance Processes with HubSpot

Track insurance submissions, send invoices & manage payments.

Simplify your billing operations with HubSpot’s automated tools designed to meet the needs of your team. Utilize HubSpot to enhance efficiency, mitigate payments falling through the cracks, and ensure timely payments, allowing your team to focus more on patient care and less on logistics. 

Billing & Insurance Pipeline

Optimize Insurance and Billing with Deal Pipelines

HubSpot's deal pipelines are a great tool for managing and automating the insurance and billing processes for patients.

Track and automate insurance claims and billing every step of the way, reducing administrative burdens and minimizing errors.

Simplify Payments with HubSpot Payments and Invoices

HubSpot payments and invoices can help streamline the payment process, providing a more seamless and efficient experience for both patients and staff.

By simplifying the payment process, you enhance patient satisfaction and free up valuable time for your team to focus on delivering quality care.

Patient Billing Communication Automation

Enhance Billing Communication with Automation

Utilize HubSpot's automation features to keep patients informed and engaged.

Send timely reminders about payments and streamline the payment process for a more seamless experience. This automation not only reduces missed payments but also enhances operational efficiency.

Personalize the Patient Experience

Know more about your patients so you can provide personalized care.

With targeted promotions and customized offers, you can enhance patient satisfaction and loyalty, recognizing that in healthcare, one size doesn't fit all, and personalization is key to making patients your top priority.

HubSpot Form

Streamline Patient Data Collection with HubSpot Forms

Use HubSpot forms for seamless collection of patient intake forms, medical history, and other essential data.

By gathering detailed patient information, you can develop personalized treatment plans and tailor promotions to meet each individual's specific needs, enhancing the overall patient experience and care quality.

Streamline Document Workflows with PandaDoc

Effortlessly map submitted HubSpot form data to PandaDoc documents and send them for HIPAA-compliant signatures using the integration between HubSpot and PandaDoc.

This integration ensures that every document is HIPAA-compliant, accurate and up-to-date.

PandaDoc Document
Intake Form (2)

Personalize Campaigns with Audience Segmentation

Segment your audience based on form fill responses, patient history, and individual preferences in HubSpot! This enables you to create highly targeted campaigns that resonate with each patient.

By delivering personalized messages and offers, you can significantly enhance patient engagement, satisfaction, and loyalty.

Boost Client Retention with Special Offers and Packages

Design special offers and customized packages using HubSpot! Tailor these promotions to meet the specific needs and preferences of your clients.

This personalized approach not only fosters stronger relationships but also drives growth by turning satisfied patients into loyal, returning clients.

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