<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1082045387064699&amp;ev=PageView&amp;noscript=1">
Skip to content
Get started

EmpowerU's Cash-based Physical Therapy Practice Needed a Custom Integration to Connect HubSpot to their EHR System PTEverywhere to Track Visits, Revenue, and Report on Marketing Attribution.

IMG_5590

Industry

Healthcare

Challenge

The EmpowerU needed to build a custom API integration to connect PTEverywhere to HubSpot for tracking patient visits, packages, payments, marketing attribution, sales team activity, and service tickets in flexible reporting dashboards.

Results

The EmpowerU accomplished their goals of having a single source of truth to report on marketing, sales, patient visit, and revenue data all in one place. The Peddle team built a 2 way sync between both platforms that would attribute marketing and sales activities to deals and payments to showcase ROI. After the integration was completed, we created custom reporting dashboards for the EmpowerU team's key stakeholders. Now with the power of HubSpot’s custom reporting and custom APIs, The EmpowerU team has all the data and reporting they need at their finger tips to ensure they run a smooth operation so they can focus on delivering top-tier physical therapy and patient care.

Custom HubSpot Solutions, Migration to HubSpot

SalesOps, RevOps

theempoweru.com
1
Custom EHR Integration Solution
1
Custom Payment Tracking Solution
+500
Payment Plans Migrated

“By integrating HubSpot with a tailored solution for our unique needs, we've streamlined our operations, improved client engagement, and gained invaluable insights into our business performance. The result is more efficient system that allows us to focus on what matters most-helping our clients stay active, pain-free, and resilient.”

Lexi Morrison

Head of Marketing & Business Development

Turf

About EmpowerU

EmpowerU was built on the idea that movement, fitness, and pain-free living should go hand in hand. 💪
We blend rehab and performance for a unique approach to comprehensive care. 🔥


No insurance red tape here – EmpowerU is a cash-based practice that puts patients first, with transparent pricing and personalized care.

The Challenge

TheEmpowerU uses a cash based EHR system called PTEverywhere to manage patient records and billings but lacked proper marketing, sales, and customer success tools to nurture and engage contacts. They were also in need of accurate reporting on visits, marketing ROI and sales activities. Though they were able to track their patient visits and take payment, EmpowerU wasn't quite able to operate or report how they would like to so they decided to seek out a CRM to add to their tech stack but PTEverywhere was not a well-known tool and had no native integrations with modern CRMs so the EmpowerU team turned to Peddle to build a custom solution.

The Goal

Integrate HubSpot and PTEverywhere to allow for data to flow both ways and build custom reporting dashboards in HubSpot.

The Solution

Peddle created a custom API integration connecting EmpowerU's EHR system, PTEverywhere to HubSpot. The Peddle team integrated the tech stack, onboarded EmpowerU to HubSpot so they could leverage the power of email and marketing automation to stay in touch with patients and built then trained the team on custom reporting dashboards to enable them to track KPIs for success.

Results:

  • Streamlined new patient signup processes✅

  • HubSpot dashboards to track KPIs from both systems 📊

  • Real-time reporting and API sync 🔄

  • Ability to leverage HubSpot email and workflows to streamline patient engagement with automated reminders, follow-ups, and progress updates. 💌

Now, EmpowerU has smooth reporting, better tracking, and more engagement. EmpowerU patients are sticking around longer, and scheduling appointments more frequently.

HubSpot + PTEverywhere + custom integration = EmpowerU winning big. 🙌

Ready to level up your HubSpot game? 🚀

READY TO CRUSH IT? ������