Healthcare & health services CRM consulting

Yes. Salesforce Health Cloud can be configured for HIPAA compliance with proper Business Associate Agreements (BAA), encryption, access controls, and audit logging. Salesforce Shield provides additional security features. The responsibility for compliance is shared, Salesforce provides the compliant infrastructure, but organizations must configure and use it properly.

HubSpot can be used for patient acquisition and marketing with proper configuration. You can capture leads, automate appointment booking, and run health campaigns. However, HubSpot is not HIPAA-compliant by default. For PHI handling, use HIPAA-compliant forms and integrate with compliant systems. Many organizations use HubSpot for marketing to prospects and Salesforce for existing patients.

CRM integrates with EHR systems (Epic, Cerner, Athena) via APIs, FHIR standards, or middleware. Common integration points include: patient demographics, appointment data, care team information, and clinical summaries. Salesforce has established EHR connectors through Mulesoft; HubSpot integrations typically require custom development or middleware.

Returns usually come from fewer missed appointments, faster referral and intake handling, better patient and client retention, and less manual work for staff. We agree the measures with you up front and build the dashboards to track them from go-live.

CRM tracks provider relationships by: logging referring physician interactions, measuring referral volumes and patterns, automating provider outreach, and identifying high-value relationships to nurture. Both Salesforce and HubSpot handle provider relationship management, with Health Cloud offering more healthcare-specific features.