Automated Patient Follow-Up Emails:

When a patient appointment is marked complete in Practice EHR, HubSpot automatically sends personalized follow-up emails to patients. These emails may include visit summaries, care instructions, or reminders for upcoming appointments. This automation ensures consistent patient communication, enhancing patient engagement and satisfaction.

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Lead Management and Conversion Tracking:

When a new patient inquiry is recorded in Practice EHR, HubSpot automatically creates a new contact record and assigns it to the appropriate sales or support representative. HubSpot tracks the progress of each lead, from initial inquiry to conversion, providing insights into the patient acquisition process. This streamlines lead management and helps optimize conversion strategies.

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Patient Feedback and Survey Distribution:

Upon completion of a patient visit in Practice EHR, HubSpot automatically sends a feedback survey to the patient via email. Survey responses are tracked and analyzed within HubSpot, enabling healthcare providers to gather insights into patient satisfaction and identify areas for improvement. This helps in maintaining high standards of care and enhancing the overall patient experience.