Healthcare
How a Multi-Location Healthcare Practice Improved Patient Engagement
Wellness Partners Medical Group
-45%
No-Show Rate
Reduction in appointment no-shows
+28 NPS
Patient Satisfaction
Increase in Net Promoter Score
+52%
Preventive Care
Increase in preventive visit bookings
The Challenge
Wellness Partners had patient data siloed in their Epic EHR system. Marketing couldn't send targeted communications, and front desk staff had no visibility into patient engagement history.
The Solution
We built a HIPAA-compliant integration that syncs patient demographics, appointments, and visit history to HubSpot while maintaining strict PHI controls. Custom workflows trigger engagement campaigns based on care gaps and appointment status.
"Our patient communication used to be one-size-fits-all. Now we can reach the right patient with the right message at the right time."
Dr. Jennifer Walsh
Chief Medical Officer, Wellness Partners Medical Group