HubSpot for Healthcare
Trusted by ADVI Health, Men's Pro Health, and healthcare organizations nationwide. We build and maintain the HubSpot systems that power patient portals, clinic operations, and revenue-driving CRM workflows.
Proven Results
Don't Take Our Word For It
Ongoing CRM Optimization
Continuous CRM maintenance, data quality monitoring, and executive reporting for a healthcare advisory firm.
200+
CRM Optimizations
2+ Yrs
Continuous Partnership
“Media Garcia came in and really reimplemented our HubSpot CRM such that now we get meaningful results. I wish we'd started with them from the very beginning.”
Ben Shand
Head of Business Development, ADVI Health
Custom Patient Portal & Clinic Platform
Full patient portal, EHR notes system, and clinic operations platform inside HubSpot—replacing a legacy AdvancedMD system.
217+
Project Tasks Delivered
10+
Clinic Locations
“We asked Media Garcia to build us a patient portal and ended up with an entire operating system for our clinics.”
Dan Green
President & CEO, Men's Pro Health
Healthcare Challenges We Solve
Scattered Patient & Provider Data
Clinical notes in one system, patient records in another, referrals tracked in spreadsheets. When ADVI Health came to us, their CRM had years of accumulated data quality issues that undermined executive decision-making.
Legacy Systems That Don’t Talk
Men’s Pro Health was running patient intake on AdvancedMD while managing operations separately. Disconnected systems meant duplicate data entry, missed follow-ups, and no single source of truth.
Long Sales Cycles & Multiple Stakeholders
Healthcare decisions involve committees, procurement teams, and clinical staff. Tracking engagement across all of them requires CRM workflows built specifically for how healthcare organizations actually buy.
Ongoing CRM Maintenance Gets Neglected
Most healthcare teams don’t have a dedicated CRM admin. Without continuous monitoring, data degrades, automations break, and the platform that was supposed to drive growth becomes a liability.
Healthcare-Specific Solutions
CRM Optimization & Data Quality
ADVI HealthContinuous CRM maintenance that keeps your HubSpot instance clean, accurate, and aligned with revenue goals. Built for ADVI Health and maintained for 2+ years.
- Data quality monitoring
- Executive reporting dashboards
- Workflow optimization
- Proactive issue detection
Custom Patient Portal & EHR Integration
Men’s Pro HealthA full patient-facing portal with structured clinical notes and self-service care management—all inside HubSpot. Built for Men’s Pro Health to replace their legacy AdvancedMD system entirely.
- Patient self-service portal
- Structured EHR notes system
- Multi-location clinic operations
- Legacy system replacement
Multi-Stakeholder Deal Tracking
ADVI HealthPipeline management designed for healthcare’s complex buying process—tracking every decision-maker, committee, and approval stage. Informed by our work across ADVI Health’s advisory engagements.
- Stakeholder mapping
- Buying committee tracking
- Engagement scoring
- Decision timeline management
Clinic Operations Platform
Men’s Pro HealthEnd-to-end clinic management from a single platform—patient intake, provider workflows, appointment management, and operational reporting. Built for Men’s Pro Health across 10+ locations.
- Appointment management
- Provider workflow automation
- Operational reporting
- Multi-location support
Compliance & Security
Built for Regulated Healthcare Environments
HIPAA Compliance
All implementations follow HIPAA guidelines for protected health information. We configure role-based access, audit trails, and data handling policies within HubSpot.
PHI Data Handling
Proper segmentation and encryption of patient data. We ensure sensitive fields are handled according to healthcare data standards and never exposed in marketing workflows.
BAA Coverage
We work within HubSpot's Business Associate Agreement framework, ensuring your CRM deployment meets the contractual requirements for handling protected health information.
EHR Integrations
Proven integrations with Epic, Cerner, athenahealth, and AdvancedMD. We connect clinical systems to your CRM without compromising data integrity or compliance.
Real Numbers From Real Clients
Results That Speak For Themselves
200+
CRM Optimizations Delivered
ADVI Health
90%
Deliverable Compliance Rate
ADVI Health
<1hr
Critical Issue Response Time
ADVI Health
2+ Years
Continuous Partnership
ADVI Health
217+
Project Tasks Delivered
Men’s Pro Health
10+
Clinic Locations Supported
Men’s Pro Health
100%
Portal Pilot Completion
Men’s Pro Health
0
Legacy Systems Needed Post-Launch
Men’s Pro Health
What Healthcare Leaders Say
Media Garcia came in and really reimplemented our HubSpot CRM such that now we get meaningful results. It’s part of our workflow from lead generation through to closing business, and it automatically flows into our accounting system. I wish we’d started with them from the very beginning.
Ben Shand
Head of Business Development, ADVI Health
We asked Media Garcia to build us a patient portal and ended up with an entire operating system for our clinics. Our patients can manage their own care online, our providers have structured clinical notes, and we’re finally running everything from one platform.
Dan Green
President & CEO, Men’s Pro Health
Media Garcia is professional, responsive, and offers great value for the cost. Their fair pricing and exceptional work make them a game-changer for your website and CRM.
Dr. Brandon Allen
CEO, Health and Wellness
Healthcare Organizations We've Partnered With
See how we helped ADVI Health maintain CRM excellence for 2+ years
Book an intro call to discuss how we can bring the same results to your healthcare organization.