Implementation Services
HubSpot Onboarding
Our “latex glove” approach to HubSpot onboarding ensures seamless integration of HubSpot tools into your existing processes. Certified experts guide you through every step of the transition.
What’s Included
- 100% Custom Implementation
- Data Migration from Incumbent Systems
- Integration with other Tools
- Personalized User Training
Custom Development
EMR / EHR Integrations for HubSpot
4Cast Agency builds HIPAA-compliant integrations between HubSpot and the EMR, EHR and practice management systems medical practices already use. We connect clinical, scheduling and billing data to HubSpot so patient intake, referral management, appointment follow-up, and reporting all run from one CRM, without double entry.
EMR and practice management systems we integrate with HubSpot
- Athenahealth
- eClinicalWorks
- ModMed (Modernizing Medicine)
- DrChrono
- Tebra (formerly Kareo)
- Practice Fusion
- PracticeSuite
- Zenoti (med spa and aesthetics)
.png?width=800&height=1000&name=EMR%20Integrations%20(2).png)
What a HubSpot EMR integration does
- Referrals management: track every referring provider, referral status and referral-to-appointment conversion in HubSpot.
- Patient intake: send intake form data straight to the right patient record and care team.
- Patient journey visibility: see one timeline from first marketing touch through booked appointment and follow-up care.
- Attribution and reporting: tie marketing channels and referral sources to appointments and revenue.
- Workflow automation: automate reminders, recalls, reactivation and staff handoffs.
- HIPAA compliance: build integrations that handle protected health information to HIPAA standards, using HubSpot's sensitive-data features.
User Training
HubSpot Training
Hands-on training to empower your teams with the knowledge and skills they need in marketing, sales, and service. Improve efficiency, collaboration, and drive organizational growth.
What’s Included
- System Administration
- Sales Team Training
- Marketing/Content Hub
- Customer Service
