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Are You Ready for an Epic-to-HubSpot Integration?

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Why Integrate with HubSpot CRM?

When you integrate your patient data from Epic into HubSpot's CRM, you create a more personalized marketing, sales, and customer service experience. Most importantly, HubSpot delivers HIPAA-compliant features so you can integrate patients' medical data into your HubSpot CRM, worry-free. With a centralized solution for all your marketing, sales, service, and operations efforts, you can get more done in less time, all in one place.

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Unify Your Healthcare Ecosystem

With HubSpot, you can bolster engagement, bridge data gaps, and drive growth and revenue across your organization. We're here to do the heavy lifting so you can reap the rewards.

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Targeted Email Marketing

Segment audiences based on symptoms or diagnoses for more personalized marketing, messaging, and ongoing support.

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Patient Intake

Enable patients to schedule appointments and receive notifications about upcoming visits with HubSpot forms.
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Billing Process

Track insurance claims and billing for streamlined accounting and increased ROI using HubSpot's deal pipelines.

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Patient Referrals

Gain visibility into your referral network for improved patient care and enhanced financial performance.

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Personalized Support

Empower patient care teams to provide comprehensive care with a 360-degree view of patient medical data and care plans.

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Robust Reporting

Integrate data from your existing systems and unite all your reports for robust, centralized, and actionable insights.
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HIPAA Compliance

We're proud to support our clients with HIPAA-compliant technology. HubSpot's fully integrated CRM protects users' sensitive data, including health information. It's easier than ever to give your patients the individualized care they deserve without sacrificing privacy.

SmartBug Integration Process

SmartBug supports the entire integration process, from initial planning to ongoing support. With a track record of successful HubSpot integrations, our experienced team provides a seamless and successful experience for your business. You’ll be working with real people who collaborate with you throughout the entire integration process.

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Pre-Integration Planning

We'll start by getting to know your current tech stack, your business, and your integration goals. We take a look at your internal systems and gather information about your current processes to develop a strategy for your integration.

  • Technology Audit & Diagnostics
  • Integration Recommendation
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Complete Data Synchronization

Next, we'll unify your data across systems to create a single, centralized, HIPAA-compliant repository of patient information. With all of your data stored in one place, you can boost your team's efficiency and put customer satisfaction first.

  • Patient Profile
  • Contact Information
  • Medical Symptom Data
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Configuration and Testing

Then, we'll begin to configure your tech stack for optimal functionality, based on how your teams are already working. We'll also conduct rigorous testing and quality assurance to ensure all systems are operating in perfect synchrony.

  • Troubleshooting
  • Quality Assurance
  • Testing & Diagnostics
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Ongoing Support & Training

Our support extends far beyond launch. We'll work closely with your team to review your integration process, offer feedback for optimization, and provide ongoing support and training to maximize user adoption.

  • Maintenance & Optimization
  • Support & Training
We engaged SmartBug for a full website build and transition to HubSpot as well as a comprehensive inbound campaign and PPC. We've grown over 250% this last year and the growth curve is still ramping. For companies with limited resources, SmartBug is your all-in-one marketing department. For companies with extensive resources, SmartBug is your strategic partner to maximize spend and ensure success.
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Garrett Bray
DISC Sports & Spine Center
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Start Your Integration Today

SmartBug will work with you to plan and optimize the entire integration process—and, most importantly, we'll still be there to support you far beyond the process itself.

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