Case Study: Carewright Clinical Services achieves a single patient lifecycle system with Campaign Creators

Carewright Clinical Services supports 50 users with Campaign Creators

Carewright Clinical Services, a nationwide provider of psychological evaluations and psychiatric services, faced significant operational challenges. Their patient information system, AdvancedMD, offered no streamlined way to manage patient status, forcing staff to track everything in spreadsheets moved between Dropbox folders. This led to duplicate manual data entry, fragmented provider access, and unsustainable manual referral communication. They engaged Campaign Creators to solve this healthcare system integration problem.

Campaign Creators implemented a custom API integration to connect AdvancedMD with HubSpot. They modeled the patient lifecycle as a ticket pipeline within HubSpot, migrated all spreadsheet data into the CRM, and automated communications to patients, providers, and referring clinics. The solution eliminated duplicate data entry, centralized operations for 50 users across five hubs, and automated key notifications. Campaign Creators delivered a scalable platform that the client's team can now administer and extend on their own.

Carewright Clinical Services