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HubSpot Implementation & Advanced Health Analytics for a Scaling Medical Practice

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Industry

Healthcare

Challenge

As the client expanded across NYC, siloed data in EMRs and spreadsheets obscured visibility into referral sources, physician performance, and location-based revenue. This lack of a unified CRM and reporting infrastructure left leadership making critical decisions without essential growth data.

Solutions

4Cast Agency implemented HubSpot and a custom Hint Health EMR integration, enabling bi-directional data flow and unified reporting. They developed advanced dashboards for tracking referrals, revenue, and demographics, while integrating health analytics to provide enterprise-grade intelligence across all practice locations.

Key Technologies

HubSpot, Marketing Hub, Sales Hub, Google Sheets, Hint Health

www.4castagency.com/
6+
Custom Dashboards
3
Systems Unified into 1
2
Locations Implemented
360°
View of Patient Journey
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At a Glance

A growing medical practice operating across Manhattan and Brooklyn, engaged 4Cast Agency to implement HubSpot Marketing and Sales Hub and build a fully connected patient intelligence ecosystem. 4Cast integrated HubSpot with Hint Health EMR and Google Sheets to enable seamless cross-system patient reporting, and delivered a suite of advanced analytics dashboards covering referrals, physician performance, revenue by practice and procedure, patient segmentation, and demographic analysis. The result was a data-rich, scalable infrastructure purpose-built for a rapidly growing multi-location practice.





The Challenge

The client was scaling quickly across multiple New York City locations but lacked the systems infrastructure to support that growth. Patient data was siloed across their EMR, spreadsheets, and disconnected tools, making it nearly impossible to get a clear picture of referral sources, physician performance, or revenue by procedure and location. Without unified reporting and a proper CRM foundation, leadership was making critical business decisions without the data visibility they needed.

The Solution

4Cast Agency implemented HubSpot Marketing and Sales Hub across both Harley Street Med locations and built a custom integration with their Hint Health EMR system, enabling bi-directional data flow and unified patient reporting across platforms. The team developed a comprehensive suite of advanced dashboards covering referral tracking, physician segmentation, revenue by practice and procedure, and patient demographics. 4Cast also integrated with Harley Street Med's health analytics provider to further enrich reporting capabilities, delivering an enterprise-grade intelligence layer on top of their growing practice operations.

The Results

  1. Practice Intelligence at Every Level: From referral sources to revenue by procedure, Harley Street Med now has real-time visibility into every critical dimension of their business, giving leadership the data they need to make confident, growth-oriented decisions across both locations.
  2. A Unified Patient Data Ecosystem: By connecting HubSpot, Hint Health, and Google Sheets into a single integrated platform, 4Cast eliminated data silos and gave the practice a complete, accurate view of the patient journey from first touchpoint through ongoing care.
  3. Infrastructure Built to Scale: The HubSpot foundation and analytics framework 4Cast delivered is designed to grow with Harley Street Med, supporting new locations, providers, and service lines without requiring a system overhaul as the practice expands.

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