Connect Tebra (Kareo) to Hubspot and create healthcare automations

Patient Data Synchronization and CRM Updates:

When a new patient is registered in Tebra or their information is updated, HubSpot automatically creates or updates the corresponding contact or company record. Providers can track patient interactions and communication history within HubSpot for a 360-degree view of patient relationships. Reduces manual data entry, ensuring consistency across platforms. Gives the team a complete view of patient journeys, improving personalized care and outreach efforts.

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Automated Follow-Ups and Appointment Reminders:

When a patient completes a visit in Tebra, HubSpot triggers automated follow-up emails or SMS messages (e.g., thank-you notes, satisfaction surveys, or reminders to book follow-up appointments). HubSpot workflows can also send appointment reminders based on upcoming visits scheduled in Tebra. Improves patient retention by ensuring timely follow-ups. Reduces no-shows with automated appointment reminders.

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Patient Segmentation and Marketing Campaigns:

Patient data from Tebra is synced with HubSpot, enabling segmentation based on appointment history, treatments, or conditions. HubSpot automates targeted campaigns, such as promoting relevant wellness programs, seasonal health tips, or annual check-up reminders. Enhances patient engagement through personalized, relevant communication. Drives higher patient retention and satisfaction by keeping them informed and engaged.