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Benefits of HubSpot for Healthcare Teams
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Unified Patient Data
See all patient information in one place — from marketing to care operations — for smarter decision-making.
Automation of Workflows
Automate patient inquiries, appointments, follow-ups, and clinical notifications to reduce manual work.
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Scalable & Customizable
Grow multi-location practices or large healthcare networks with workflows tailored to your organization.
Seamless Integrations
Connect scheduling, billing, telehealth, and other healthcare systems into one centralized CRM.
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Data-Driven Insights
Advanced reporting and analytics for marketing, referrals, patient engagement, and operational performance.
HIPAA-Aware Platform
Manage PHI securely, control data access, and integrate with compliant systems like EHRs and portals.
Unified Patient Data
See all patient information in one place — from marketing to care operations — for smarter decision-making.
Seamless Integrations
Connect scheduling, billing, telehealth, and other healthcare systems into one centralized CRM.
Automation of Workflows
Automate patient inquiries, appointments, follow-ups, and clinical notifications to reduce manual work.
Data-Driven Insights
Advanced reporting and analytics for marketing, referrals, patient engagement, and operational performance.
Scalable & Customizable
Grow multi-location practices or large healthcare networks with workflows tailored to your organization.
HIPAA-Aware Platform
Manage PHI securely, control data access, and integrate with compliant systems like EHRs and portals.
Why Healthcare Organizations Choose Hubxpert
Healthcare organizations face fragmented systems, manual follow-ups, and disconnected patient journeys. HubXpert solves this by designing HubSpot implementations tailored to healthcare workflows — from patient acquisition to long-term engagement.
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Patient-centric automation for inquiries, appointments, and follow-ups
Unified CRM connecting marketing, referrals, and care operations
Scalable systems built for multi-location and growing teams
HIPAA-Aware HubSpot Implementation
Healthcare data requires more than just good tech — it requires compliance awareness.
At HubXpert, we design HubSpot with a HIPAA-aware architecture , ensuring sensitive patient data is handled responsibly across forms, workflows, and integrations.
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What we do :
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Design PHI-safe data structures inside HubSpot
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Control patient data storage, access permissions, and automation rules
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Use non-PHI identifiers for marketing and lifecycle workflows
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Integrate HubSpot with HIPAA-compliant systems (EHRs, portals)
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Guide teams on HIPAA-aware HubSpot usage
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Our Healthcare
HubSpot
Services
We support healthcare organizations across every stage of their HubSpot journey.
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HubSpot Onboarding for Healthcare
Custom CRM setup aligned with patient journeys, referrals, and operational workflows.
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Marketing Hub for Patient Growth
Attract, nurture, and convert patient inquiries with automation and personalized campaigns.
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Sales Hub for Referrals & Care Conversion
Track leads, manage referrals, and convert inquiries into scheduled care efficiently.
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Service Hub for Patient Support
Centralize patient communication, support tickets, and internal handoffs.
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Integrations & Custom Development
Securely connect HubSpot with EHRs, scheduling tools, and internal systems.
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Migration & Ongoing Optimization
Move from legacy CRMs safely and continuously optimize for performance and compliance.
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Healthcare Results We Deliver
Faster patient follow-ups
Clear patient lifecycle visibility
Reduced manual work for clinical teams
Better reporting across marketing, referrals, and care delivery
Our Case Studies
Leva Medical , Leva Medical, a direct patient care provider, was struggling with managing patient leads, improving retention, and gaining clear visibility into growth. HubXpert helped transform HubSpot into a fully integrated patient lifecycle engine, enabling seamless lead capture, tailored patient journeys, and automated communications.With real-time tracking and data-driven insights, the team could optimize marketing, nurture long-term patient relationships, and streamline operations for more efficient, patient-centric care. Automated workflows reduced manual effort for staff, improved follow-ups, and ensured no patient inquiry went unanswered. By aligning technology with clinical and business processes, Leva Medical now operates with greater efficiency, scalability, and measurable growth.
TRT Australia needed a streamlined solution to manage the therapy journey for their subscription patients, from bloodwork tracking to medication resupply. HubXpert designed a HubSpot-powered client portal that centralizes patient data, enabling users to securely upload results, view doctor feedback, and monitor progress through a single dashboard.The platform automates backend workflows for data validation, doctor coordination, and pharmacy processing, ensuring smooth operations without manual bottlenecks. With custom workflows and properties, recurring tasks like bloodwork submissions and medication resupplies are tracked automatically, improving efficiency and patient adherence. By integrating clinical processes with HubSpot, TRT Australia now offers a seamless, patient-centric experience while empowering their team with real-time insights, operational control, and scalable growth.
Total Life Online Therapy wanted to improve accessibility and efficiency in providing mental healthcare for seniors. HubXpert helped streamline their patient engagement by automating email marketing, personalizing drip campaigns, and implementing intelligent follow-up workflows.Through HubSpot integration, platforms were unified, data was cleaned and migrated, and marketing workflows were optimized to reduce manual effort. Automated lead scoring, lifecycle segmentation, and reporting dashboards gave the team real-time insights to make data-driven decisions, improve patient engagement, and deliver a more efficient, patient-centric care experience. With these solutions, Total Life can now nurture leads effectively, maintain ongoing communication, and scale operations confidently.
5+
Years of Industry Experience
150+
Projects Completed
98%
Positive Reviews
40+
Trusted Partners
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Hubxpert's Role as a Platinum Partner
Looking to get HubSpot at the best possible price? As a HubSpot Platinum Partner, Hubxpert can offer exclusive discounts on HubSpot’s base pricing—helping you save while scaling smarter. Plus, we don’t just set you up; we train your team to ensure you get the most out of HubSpot’s powerful tools. From onboarding to optimisation, we make HubSpot easier, more affordable, and more effective for your business!