HubSpot, Tailored for Healthcare

Automate Patient Journey Mapping with HIPAA-protected sensitive data

Deliver personalized, HIPAA-compliant communications for scheduling, reminders, and post-care follow-ups with HubSpot.

How it Works:

• HIPAA-Compliant Data Management - Securely store and manage Protected Health Information (PHI) with encrypted, audit-logged properties built for compliance.
• Automated Patient Engagement - Trigger personalized appointment reminders, follow-ups, and treatment plans through compliant workflows.
• Seamless Care Coordination - Centralize patient interactions with secure data sharing between providers, care teams, and support staff.
• Real-Time Insights & Reporting - Monitor patient journeys with HIPAA-compliant dashboards for better care and engagement strategies.

Create a customized, HIPAA-compliant platform tailored to your healthcare operations

With HubSpot’s flexible data model and secure infrastructure, healthcare organizations can centralize patient interactions, optimize workflows, and improve care coordination - all while ensuring regulatory compliance.

Build a Platform That Fits Your Healthcare Model

HubSpot’s custom objects and structured data framework allows you to map your organization’s unique processes, integrating patient records, provider relationships, and operational workflows into a single, connected system.

• Custom Objects: Healthcare Departments, Patients, Tests, and more to fit your operational needs.
• Out-of-the-Box (OOTB) Objects: Utilize and customize standard HubSpot objects to streamline healthcare workflows:
• Contacts - Patient & Provider Management (Doctors, Nurses, Patients)
• Companies - Multi-Location Healthcare Networks (Parent/Child Relationships for Hospital Systems
• Tickets - Patient Support Requests (Billing Inquiries, Prescription Refills, Medical Questions)
• Deals - Appointments & Billing (Scheduling, Insurance Claims, Payments)

Enhance patient engagement and care coordination with secure, HIPAA-compliant patient portals powered by HubSpot

Give patients 24/7 access to their health information, empowering them to take an active role in their care while improving operational efficiency for care providers.

With a secure, centralized portal, patients can:

• Access Medical Records - View health records, lab results, and treatment history in real time.
• Schedule Appointments - Book, reschedule, or cancel appointments with ease.
• View Test Results - Receive prompt updates on diagnostic tests without waiting for a call.
• Request Records - Securely request and manage medical records with a streamlined process.

Enhance patient satisfaction and reduce administrative workload with automated appointment scheduling and tracking in HubSpot.

By leveraging custom CRM tools, automation, and real-time tracking, healthcare providers can simplify booking, improve patient communication, and reduce no-shows - all while ensuring a seamless, HIPAA-compliant experience.

Effortless Scheduling with a Custom CRM Card

• Streamlined Staff Booking - Front-office teams can quickly book and manage patient appointments with a Custom Appointment Scheduling CRM Card directly within the patient record.
• Self-Service Patient Portals - Patients can schedule, reschedule, or cancel appointments anytime through a secure, HubSpot-powered portal - reducing call volume and improving accessibility.

Automated Confirmation & Reminders

• Reduce No-Shows with Automated Alerts - Send SMS and email confirmations for appointment bookings, reminders, and follow-ups, ensuring patients stay informed.
• Optimize Scheduling Efficiency - Automate cancellation notifications and quickly fill open slots to maintain provider availability.

Comprehensive Appointment Lifecycle Tracking

• End-to-End Appointment Management - Track every stage of the patient appointment journey, from initial booking and confirmation to insurance claims and billing, using a deal pipeline view.
• Real-Time Insights - Monitor appointment trends, cancellations, and patient engagement for data-driven decision-making.

Deliver seamless, secure, and personalized patient engagement while ensuring HIPAA compliance with HubSpot.

By automating communication, consolidating patient data, and streamlining care coordination, healthcare providers can build trust, improve outcomes, and enhance patient satisfaction.

Unified Patient Records for Enhanced Care & Visibility

• 360° Patient View - Consolidate all patient interactions, medical history, and communications on one centralized platform for better care coordination.
• Stronger Collaboration - Ensure that doctors, nurses, and care teams have real-time access to relevant patient data, improving treatment accuracy and efficiency.

Automated Patient Check-Ins & Personalized Follow-Ups

• Proactive Patient Engagement - Send automated check-ins, follow-up messages, and appointment reminders based on each patient’s care plan and preferences.
• Personalized Communication - Deliver tailored health updates, medication reminders, and wellness tips, ensuring continuous patient support.

Real-Time Updates for the Care Team

• Seamless Care Coordination - Keep all stakeholders - from physicians and nurses to caregivers and family members informed with automated updates on care plans, test results, and treatment progress.
• Improved Workflow Efficiency - Reduce manual updates and administrative delays by automating information sharing across healthcare teams.

Reduce administrative burden and improve cash flow management with automated insurance tracking and payment processing on HubSpot.

By leveraging deal pipelines, automated invoicing, and real-time payment tracking, healthcare providers can simplify billing operations, minimize errors, and ensure timely reimbursements - allowing teams to focus more on patient care and less on admin work.

Optimize Insurance & Billing with Deal Pipelines

• End-to-End Claim Tracking - Use HubSpot’s deal pipelines to automate and monitor insurance claims at every stage - from submission to approval and reimbursement.
• Reduce Errors & Delays - Automate workflows to minimize claim denials, track outstanding claims, and expedite resolutions for smoother billing processes.

Simplify Payments with HubSpot Payments & Invoices

• Seamless Patient Payments - Use HubSpot Payments & Invoices to enable secure, automated billing and payment collection, improving the patient experience.
• Faster Revenue Cycle - Streamline insurance co-pays, out-of-pocket expenses, and installment plans, ensuring predictable cash flow for healthcare providers.

Enhance Billing Communication with Automation

• Automated Payment Reminders - Reduce missed payments by sending timely SMS and email reminders for outstanding balances.
• Patient-Friendly Billing Experience - Provide clear, automated invoices and payment options, making transactions hassle-free for both staff and patients.

Deliver tailored, patient-centric care with seamless team collaboration and automated workflows on HubSpot.

By centralizing patient data and leveraging targeted engagement strategies, healthcare providers can improve efficiency, satisfaction, and long-term patient retention.

Streamline Patient Data Collection with HubSpot Forms

• Effortless Intake & Medical History Collection - Use HubSpot forms to securely collect and store patient intake forms, medical history, and consent documents in one place.
• Personalized Treatment Plans - Leverage detailed patient data to create customized care plans and targeted health promotions that cater to individual needs.

Automate Document Workflows with PandaDoc Integration

• Seamless, HIPAA-Compliant Document Management - Map HubSpot form data to PandaDoc for secure, automated e-signatures and document approvals.
• Reduce Manual Errors & Improve Efficiency - Ensure real-time, compliant, and up-to-date documentation, reducing administrative workload.

Personalized Patient Engagement with Audience Segmentation

• Smart Patient Segmentation - Categorize patients based on form responses, history, and preferences to deliver highly relevant content and services.
• Targeted Outreach & Engagement - Create personalized health campaigns, reminders, and care recommendations to boost patient satisfaction and adherence.

Increase Patient Retention with Customized Offers & Care Packages

• Tailored Promotions & Special Offers - Use HubSpot to design customized health plans, wellness programs, and loyalty incentives that align with patient needs.
• Stronger Patient Relationships - Build trust and long-term loyalty with proactive, value-driven engagement strategies.

HubSpot's AI-powered digital capabilities let you streamline the underwriting process, boost productivity, and unlock insights across your entire organisation, all on a single, connected platform.

How it works -

• Digitized Submissions & Broker Enablement – Give brokers and agents seamless access to digital submissions via self-service portals (HubSpot landing pages) and API integrations. With automated data enrichment (progressive fields) on forms, reduce manual entry and accelerate underwriting workflows while integrating with leading distribution platforms.
• Automated Quoting & Straight-Through Processing – Eliminate bottlenecks with automated quote generation. Automate referrals, streamline approvals, and provide underwriters with advanced workflows to process digital applications efficiently.
• Optimized Underwriter Productivity – Consolidate underwriters’ tools into a single, unified platform, complete with task queues, automated workflows, and rate calculations - enhancing decision speed and accuracy.
• Real-Time Analytics – Use dynamic dashboards and deep portfolio analytics to track business flow, optimize risk assessment, and drive strategic decision-making.