%202-1.svg)
-1.svg)
%201-1.svg)
%203-1.svg)
-1.svg)
-3.svg)
-1.svg)
Seamless setup and introduction to HubSpot for effective business use.
-1.svg)
Implement HubSpot Service Hub for efficient customer support management.
-3.svg)
Integrate HubSpot with your existing systems for seamless workflows.
%201-1.svg)
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Design user-friendly and visually appealing websites that engage visitors.
%201-1.svg)
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
Automating Healthcare Workflows: A Deep Dive into the TRT Australia Portal Architecture
Company
TRT Australia
Timeline
7 Week
Platform
HubSpot (CRM, Workflow Automation)
Task
Implement TRT Australia Portal for patient lifecycle management — covering bloodwork upload, doctor review, medication requests, invoicing, and pharmacy integration with HubSpot automation.
Project Overview
TRT Australia has launched a comprehensive client portal that centralizes the therapy journey for subscription users, allowing them to upload bloodwork, view doctor reviews, and track GP physical progress directly from a unified dashboard. This streamlined system enables patients to submit medical information, receive medication recommendations, and manage resupply requests through a seamless flow that includes invoicing and shipment tracking. On the backend, the HubSpot portal empowers the Customer Service team to validate data, coordinate reports with doctors, and process pharmacy orders efficiently. The entire ecosystem is supported by HubSpot Workflow Automations that notify all stakeholders at every stage, while custom functional properties automatically calculate critical recurring timelines like the next bloodwork submission and medication resupply dates.
Problem Statement
-
Fragmented Patient Experience
Before the portal, TRT Australia’s patient data was scattered across disparate channels—generic forms, email threads, and manual invoices. This fragmentation meant patients had no single "home" to view their bloodwork history, track physical progress, or manage medication requests, leading to a disjointed and confusing therapy journey. -
Manual Operational Bottlenecks
The internal team faced significant administrative overhead by acting as manual connectors between patients, doctors, and pharmacies. Without automation, Customer Service had to manually validate email submissions, forward data to doctors for reporting, and individually create invoices, creating a slow workflow prone to human error and delays in treatment delivery. -
Lack of Visibility on Recurring Care
Patients lacked transparency regarding their ongoing treatment schedule. Without a dedicated dashboard to calculate and display critical dates—such as the "Next Bloodwork Submission" or "Medication Resupply Date"—patients had to rely on memory or reactive support tickets to know when to take the next step, resulting in missed reviews or gaps in medication.
-
Fragmented Patient Experience
Before the portal, TRT Australia’s patient data was scattered across disparate channels—generic forms, email threads, and manual invoices. This fragmentation meant patients had no single "home" to view their bloodwork history, track physical progress, or manage medication requests, leading to a disjointed and confusing therapy journey. -
Manual Operational Bottlenecks
The internal team faced significant administrative overhead by acting as manual connectors between patients, doctors, and pharmacies. Without automation, Customer Service had to manually validate email submissions, forward data to doctors for reporting, and individually create invoices, creating a slow workflow prone to human error and delays in treatment delivery. -
Lack of Visibility on Recurring Care
Patients lacked transparency regarding their ongoing treatment schedule. Without a dedicated dashboard to calculate and display critical dates—such as the "Next Bloodwork Submission" or "Medication Resupply Date"—patients had to rely on memory or reactive support tickets to know when to take the next step, resulting in missed reviews or gaps in medication.
Our Solution
The Client Portal: Empowering the Patient
Patients can log in to view their current bloodwork status, doctor reviews, and GP physical progress without needing to email support.
Users can directly upload new bloodwork, request medication resupplies, and pay invoices instantly within the portal.
From "Review Pending" to "Shipped," patients have full visibility into their request status, including live shipment tracking codes for medication delivery.
The Client Portal: Empowering the Patient
HubSpot-Integrated Operational Workflow
The Customer Service team uses dedicated views to see who submitted bloodwork, validate the data, and coordinate with doctors to generate and finalize reports.
The system connects the financial and fulfillment stages; once the team validates a request and the user pays the invoice, the request is automatically moved to the pharmacy order sheet for delivery.
Specific views were created for "Blood Work Review," "Medication Resupply," and "Pharmacy Order Sheet" to organize team tasks.
HubSpot-Integrated Operational Workflow
Automated Lifecycle & Scheduling Logic
We created functional properties to automatically calculate critical future dates, such as "Medication Resupply Offset," "Next Medication Date," and "Next Bloodwork Date".
HubSpot Workflow Automations were deployed to automatically notify contacts, customer service teams, and doctors according to the current stage of the treatment cycle.
Because of these calculations, users can easily see their next submission and resupply dates, keeping them on track with their treatment.
Automated Lifecycle & Scheduling Logic
A unified, self-service patient portal that empowers users.
Patients now have 100% transparency into their health journey. From uploading bloodwork to tracking medication shipments, the custom dashboard creates a seamless, professional experience that eliminates the need for constant support emails.
%20(1).svg)
Streamlined backend operations with HubSpot automation.
By centralizing data validation and doctor reporting, we eliminated administrative bottlenecks. Workflow automations now handle routine notifications and pharmacy routing, allowing the support team to focus on patient care rather than manual paperwork.
%201-1.svg)
Automated recurring logic ensures higher treatment adherence.
The system intelligently calculates critical timelines like "Next Bloodwork Date" and "Medication Resupply Offset." This proactive visibility keeps patients on track with their therapy cycles and secures consistent recurring revenue for the clinic.
HubSpot – End-to-End Guest Experience Automation for a Resort & Villa WhiteVillas
HubSpot – Trengo to Service Hub Migration for an E-Commerce Provider Pinkcube
Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
HubSpot – NexTech EHR Integration for a Healthcare Provider Leva Medical
NexTech EHR Integration for a Healthcare Provider Leva Medical
.webp)
Data Accuracy by 90% and Improved Revenue Tracking For an IOS SaaS Platform Mobile Action
Hubxpert enhanced MobileAction's data accuracy by 90%, optimized revenue tracking, and improved contact source reporting and buyer journey setup.
How Pinkcube Boosted Sales by 30% with Custom Automation.
Discover how Pinkcube achieved a 30% sales boost through custom automation and seamless integration with HubSpot, boosting efficiency and experience.
HubSpot Sales Hub Professional Onboarding for a Software Service Company, RiseUp Labs
HubSpot onboarding transformed Riseup Labs' sales processes, improving pipeline visibility, team productivity, and data-driven decision-making.
-
HubSpot – End-to-End Guest Experience Automation for a Resort & Villa WhiteVillas
HubSpot – Trengo to Service Hub Migration for an E-Commerce Provider Pinkcube
-
Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
Patient Lifecycle Transformation for a Healthcare Provider Leva Medical
-
HubSpot – NexTech EHR Integration for a Healthcare Provider Leva Medical
NexTech EHR Integration for a Healthcare Provider Leva Medical
-
Data Accuracy by 90% and Improved Revenue Tracking For an IOS SaaS Platform Mobile Action
Hubxpert enhanced MobileAction's data accuracy by 90%, optimized revenue tracking, and improved contact source reporting and buyer journey setup.
-
How Pinkcube Boosted Sales by 30% with Custom Automation.
Discover how Pinkcube achieved a 30% sales boost through custom automation and seamless integration with HubSpot, boosting efficiency and experience.
-
HubSpot Sales Hub Professional Onboarding for a Software Service Company, RiseUp Labs
HubSpot onboarding transformed Riseup Labs' sales processes, improving pipeline visibility, team productivity, and data-driven decision-making.