Automated Patient Data Sync Between Elation and HubSpot:
When new patient inquiries or lead information are collected in HubSpot (e.g.through forms or marketing campaigns), the data is automatically synced with Elation, creating or updating patient records in the EHR system. Similarly, patient information updated in Elation can trigger updates in HubSpot. Streamlines the process of keeping patient records up-to-date across both systems, reducing manual data entry and ensuring accuracy in both clinical and marketing teams’ databases.
Automated Appointment Scheduling and Confirmation:
When a patient books an appointment via HubSpot's scheduling tool (or responds to a marketing campaign), the appointment details are automatically synced with Elation, and confirmation emails or SMS reminders can be sent out to patients through HubSpot’s automation workflows. Simplifies the appointment scheduling process, keeps both marketing and clinical platforms aligned, and reduces missed appointments through automated reminders, all while enhancing patient communication.
Automated Patient Nurturing and Follow-Up Campaigns:
After a patient completes a visit or procedure, Elation can trigger HubSpot to send targeted follow-up campaigns, such as post-appointment surveys, health tips, or reminders for future visits. HubSpot can also automatically segment patients based on their care journey to provide personalized engagement. Enhances patient retention and satisfaction by automating personalized follow-ups and nurturing relationships through targeted communications, ensuring patients stay engaged and feel cared for.