HubSpot Diamond Solutions Partner
HubSpot & NextGen Healthcare Integration: Unify Patient Acquisition and Care
Bridge the gap between your marketing efforts and your EHR. Seamlessly sync patient leads to clinical schedules, automate referral management, and enable personalized patient engagement campaigns without compromising HIPAA compliance or data accuracy.
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Streamline Clinical Operations
Your clinical data lives in NextGen, but your front office needs that context to drive efficiency. This integration ensures that patient acquisition efforts flow directly into your practice management workflows, reducing administrative burden.
Automated Patient Creation: Automatically push qualified leads from HubSpot forms directly into NextGen as new patient records, eliminating double entry during intake.
Referral Loop Closure: Sync status updates from NextGen back to sales/marketing, ensuring you know exactly which external provider referrals converted into kept appointments.
Schedule Optimization: Feed appointment cancellations or "no-show" statuses from NextGen to HubSpot to trigger immediate re-booking workflows, keeping provider schedules full.
Your clinical data lives in NextGen, but your front office needs that context to drive efficiency. This integration ensures that patient acquisition efforts flow directly into your practice management workflows, reducing administrative burden.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Enhance Patient Relationships
The integration unlocks the full potential of HubSpot by enriching it with appointment and provider data, transforming it into a powerful Patient Relationship Management (PRM) system.
Recall Campaigns: Use "Last Visit Date" or "Diagnosis Code" from NextGen to trigger timely, personalized recall emails in HubSpot for preventative care or follow-ups.
Provider Attribution: Track exactly which marketing campaigns or physician liaisons are driving the highest value procedures by connecting NextGen revenue data to HubSpot sources.
Post-Visit Feedback: Trigger automated satisfaction surveys or Google Review requests in HubSpot precisely 24 hours after a NextGen appointment status changes to "Checked Out."
The integration unlocks the full potential of HubSpot by enriching it with appointment and provider data, transforming it into a powerful Patient Relationship Management (PRM) system.
HIPAA-Compliant Data Synchronization
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Healthcare Workflows
Healthcare integrations require more than just connectivity; they require strict governance. We design a secure sync architecture that respects HIPAA guidelines and your specific practice logic, ensuring PHI is handled with the highest standard of care.
- Bi-Directional & Uni-Directional Sync: Push new web leads to NextGen for scheduling or pull appointment history back to HubSpot for retention marketing.
- Real-time & Scheduled Syncs: Trigger instant notifications for new referrals while utilizing batch processing for heavy historical data to maintain system performance.
- Custom Sync Logic & Triggers: Define strict filters, such as only syncing patients who have signed a HIPAA marketing consent form, ensuring regulatory compliance.
- High-Volume Data Handling: Robustly manage multi-location patient databases and high-velocity appointment changes without data latency.
Comprehensive Object Mapping
Popular data flows between HubSpot and NextGen Healthcare.
HubSpot
NextGen Healthcare
- Contacts
- Deals / Custom Objects
- Companies
- Owners
- Custom Properties
- Tickets
- Patients
- Appointments / Encounters
- Insurance Payers / Referring Practices
- Providers / Resources
- Clinical Filters (e.g., Department, Location)
- Patient Inquiries / Portal Messages
- Contacts Patients
- Deals / Custom Objects Appointments / Encounters
- Companies Insurance Payers / Referring Practices
- Owners Providers / Resources
- Custom Properties Clinical Filters (e.g., Department, Location)
- Tickets Patient Inquiries / Portal Messages
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Yes. We utilize secure encryption standards (TLS 1.2+) and can configure the integration to act as a conduit without persistently storing PHI, aligning with Business Associate Agreement (BAA) requirements.
Absolutely. We can implement logic to only sync patients with a specific flag (e.g., "Marketing Consent: Yes") or from specific locations, keeping your CRM clean and compliant.
We use a multi-point match (typically Name + DOB + Email or MRN) to identify existing records in NextGen before creating a new one, preventing dangerous clinical duplicates.
Yes. We map the NextGen "Appointment Type" to HubSpot, allowing you to send specific pre-visit instructions for a "Surgery" vs. general welcome emails for a "Consultation."
Ready to Modernize Patient Engagement?
Don't let your practice management data stay siloed from your growth strategy. Let's build a secure bridge between NextGen Healthcare and HubSpot that improves patient experience and practice efficiency. We'll design a sync strategy that puts care first.
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