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Design user-friendly and visually appealing websites that engage visitors.
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HubSpot – NexTech, EHR Integration for a
Healthcare Provider Leva Medical
Company
Leva Medical
Timeline
8 Week
HubSpot Subscription
Marketing Hub Enterprise
Operations Hub Professional
Sales Hub Enterprise
Task
Integrate Nextech EHR software with HubSpot to enable real-time two-way sync and unlock HIPAA-compliant patient lifecycle management.
Project Overview
Leva Medical wanted to bring their marketing and patient care operations under one roof. Their Electronic Health Record (EHR) system, Nextech, contained valuable patient data — but it wasn’t connected to HubSpot, making it difficult to personalize communications, track patient journeys, or measure true marketing ROI. With HubXpert’s integration, we created a secure, HIPAA-compliant two-way sync between Nextech and HubSpot. Now, both platforms update in real time, enabling Leva Medical to modernize their marketing while keeping patient data safe and accurate.
Problem Statement
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Data Silos Between EHR and HubSpot
Patient information lived in Nextech, while marketing campaigns ran on HubSpot. Without integration, data was fragmented, and teams couldn’t get a full view of the patient journey -
Limited Personalization & Tracking
Leva Medical wanted to personalize their outreach and track conversion rates, but without patient lifecycle data in HubSpot, campaigns lacked context and performance insights. -
Compliance & Accuracy Concerns
As a healthcare provider, ensuring HIPAA compliance and maintaining real-time accuracy between systems was critical. Manual updates increased the risk of errors and compliance issues.
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Data Silos Between EHR and HubSpot
Patient information lived in Nextech, while marketing campaigns ran on HubSpot. Without integration, data was fragmented, and teams couldn’t get a full view of the patient journey -
Limited Personalization & Tracking
Leva Medical wanted to personalize their outreach and track conversion rates, but without patient lifecycle data in HubSpot, campaigns lacked context and performance insights. -
Compliance & Accuracy Concerns
As a healthcare provider, ensuring HIPAA compliance and maintaining real-time accuracy between systems was critical. Manual updates increased the risk of errors and compliance issues.
Our Solution
HIPAA-Compliant Two-Way Integration HIPAA-Compliant Two-Way Integration
Built a secure, real-time sync between Nextech EHR and HubSpot.
Patient data flows seamlessly in both directions.
Compliance and data safety maintained at all stages.
HIPAA-Compliant Two-Way Integration HIPAA-Compliant Two-Way Integration
Personalized Patient Journeys
Enabled segmentation and tailored workflows inside HubSpot.
Automated follow-ups based on patient lifecycle stage.
Continuous monitoring and improvement of engagement.
Personalized Patient Journeys
Unlocking Modern Marketing for Healthcare
Marketing and EHR systems finally connected.
Campaigns powered by accurate patient insights.
Clinic leadership gained full visibility into ROI and retention.
Unlocking Modern Marketing for Healthcare
Conversion rate tripled with real-time personalization and data-driven campaigns.
By leveraging real-time patient data for personalization and data-driven campaigns, Leva Medical saw its conversion rate more than triple.
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Higher patient retention through lifecycle-based reminders and follow-ups.
Automated, lifecycle-based reminders and follow-ups led to a significant increase in patient retention and long-term engagement.
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Complete visibility for leadership with synchronized, accurate data.
The synchronized, accurate data provided clinic leadership with unprecedented visibility into operations, enabling more informed decisions about patient care and business strategy.
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HubSpot – NexTech EHR Integration for a Healthcare Provider Leva Medical
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