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HubSpot for Healthcare

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

TRANSFORM CARE & SIMPLIFY OPERATIONS

HubSpot: Innovating Healthcare with Customized 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.

 

Enable HIPAA-Protected Sensitive Data

How to enable HIPAA-protected sensitive data 

Once you’ve 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 ➢ Locations
  • Tickets ➢ Patient Support Requests (appointment scheduling, medical inquiries, prescription refills, etc.)
  • Deals ➢ Appointments & Billing (treatment plans, medical procedures, insurance claims etc.)
Department Record

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. 

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.

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Appt. Pipeline

Comprehensive Appointment Lifecycle Tracking

Monitor the entire appointment lifecycle, from the initial booking and confirmation stages to the point of billing, using a deal and 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

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

Automate 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 the patient's family as soon as it's approved. 

Streamline Your Billing Process 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

Utilize deal pipelines within HubSpot to manage and automate 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

Utilize HubSpot payments and invoices to 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.

Invoice
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 improves patient satisfaction by reducing missed payments and confusion but also enhances operational efficiency.

Drive Growth with Personalized Strategy

Boost revenue with targeted promotions & personalized offers

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

Utilize 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.

Personalize Campaigns with Audience Segmentation

Utilize HubSpot to segment your audience based on form fill responses, patient history, and individual preferences. 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.

Intake Form
Healthcare Upsell Gif

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, ensuring they feel valued and understood.

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

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