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← BISS 45
CRM Project Healthcare

BISS 45 · HubSpot Setup

Patient details, appointments and treatment figures move from the practice software into HubSpot automatically. Staff can follow treatments and compare practice results without compiling spreadsheets.

Duration 10 months
Tasks 234
Meetings 30

This project brings each practice's patient and appointment records into HubSpot. Treatment progress and revenue reports update automatically. Staff can see the current picture without gathering figures by hand.

What was built

  • New and changed patient details appear in HubSpot automatically.
  • Appointment changes update the matching treatment stage.
  • Related appointments are grouped into individual treatments.
  • Treatment revenue and categories feed practice reports automatically.
  • Existing patient histories and appointments were brought into HubSpot.
  • Duplicate checks help keep patient and treatment records clear.

Recently touched

  • 2025-05-01 [M04] Support Done
  • 2025-04-22 Erstberatung with status clarified > lose deal Done
  • 2025-04-08 Upload Ivoirs Documentaion - Entries to the HubSpot - v2 Done
  • 2025-04-07 Ivoris Entries v3 - Handle Patient Id error - switch to Notification in Alerts and Resume way Done
  • 2025-04-01 Deal Duplication - a complex issue on Queue(Appointments) Handler Done

Other projects in this case study

  • Ongoing Support

    Support keeps appointment and patient information moving from Ivoris to HubSpot, including catching up records missed during interruptions.

    Read case study

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