Automated Appointment Follow-Up and Task Assignment:

When an appointment is completed in Cerbo, HubSpot automatically creates follow-up tasks such as sending post-visit surveys or reminders for the next visit. These tasks are assigned to the relevant healthcare provider or administrative staff with specified due dates. This ensures continuous patient engagement and adherence to care plans, enhancing patient satisfaction and outcomes.

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Streamlined Patient Intake and Data Management:

When a new patient form is submitted in Cerbo, HubSpot triggers the creation of a contact record with all relevant patient details. This automation ensures that the patient’s information is readily available for marketing and communication purposes, facilitating efficient onboarding and reducing manual data entry errors.

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Automated Marketing Campaigns for Patient Engagement:

When a patient reaches a specific milestone or anniversary in Cerbo, HubSpot automatically enrolls them in personalized email campaigns. These campaigns can include health tips, appointment reminders, or promotions for services. This enhances patient engagement by delivering timely and relevant content, fostering stronger patient-provider relationships.