HEALTHCARE AUTOMATION SERVICES

Healthcare Automations That Turn More Leads Into Patients

We build custom CRM and EHR automations that help your practice close more leads, book more appointments, bring patients back, and eliminate repetitive administrative work.

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SMARTER WORKFLOWS

Connecting Your Most Important Systems

If you are using an EHR/EMR for patients, a CRM for marketing, an excel sheet for prescription updates, etc Connecting those systems becomes very important for tracking KPIs. Our custom workflows empower your practice to do virtually anything you want between almost any system.

4000

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Possible Integrations

30 +

New Memberships

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Results

More Touch Points. More Revenue.

Every missed follow-up, forgotten appointment, or inactive patient represents potential revenue left on the table. Healthcare automations help your practice capture opportunities, streamline communication, and keep patients engaged without adding to your staff's workload.Whether you operate a med spa, longevity clinic, wellness center, or cash-pay medical practice, we build workflows around how your business actually runs.

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Build My Workflows

24/7

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Automated Lead Follow-Up

CRM EHR

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Connected Workflows

Patient Retention

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Reactivation & Follow-Up

Custom Built

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For Your Practice

From First Inquiry to Returning Patient. Automatically.

Your team shouldn't have to manually manage every step of the patient journey. We connect the tools you already use to create automated workflows that keep things moving.

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01 — Capture & Follow Up: When a prospective patient submits an inquiry, automatically create or update their CRM record, send an initial response, and notify your staff. Keep leads engaged with personalized follow-up until they book or respond.

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02 — Connect Appointments & Patient Statuses: Use supported appointment events from your EHR or scheduling system to update your CRM, manage pipelines, and trigger the appropriate communications*.

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03 — Retain & Reactivate Patients: Keep patients engaged beyond their first appointment with automated reminders, relevant follow-ups, and reactivation campaigns designed to encourage repeat visits.

Automating Everyday Clinical Workflows

Your staff shouldn't have to spend hours transferring information, chasing paperwork, or manually updating patient records. We build custom healthcare workflows that connect your existing systems, reduce repetitive administrative tasks, and give your team more time to focus on patient care.

Testimonials

Hear from Our Satisfied Clients

Here is what some of our Clients have to say about their Experience of working with us.

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"Nathan and his team of experts have provided the best results ive ever seen from a marketing agency. They were extremely skilled in the field of private practice and cash based businesses and I could not be more happy with the results I recieved. 10/10 recommend!

Todd Smith

CEO, Evolve Health

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"Nexamed is a fantastic marketing agency. They are extremely skilled and know what they are doing in the field of medicine. I am very pleased with my results.

Dr. Houlis

NHCosmetic Surgery

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Nexamed is one of the most talented marketing agencies I have ever worked with. Their thought process for marketing high ticket services is genius and yielded great ROI. I highly recommended this agency to anyone looking to market their healthcare services.

Aaron Stoller

AJS Consulting

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"Very helpful with marketing! Has been able to expand visibility through social media and search engines. Highly recommend their services if you are business that is just starting or an established business wanting to expand their customer base further!"

Eric Palmer, MD

Mentalyze

Who

Why Choose NexaMed for Healthcare Automation?

Nexamed has first hand expierence using some of the industries most popular tools like Optimantra, Cerbo, EPIC, Zenoti, and more.

Nexamed only works with cash pay healthcare practices so we understand what you are looking for and how you want that to be completed.

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FAQ

Frequently Asked Questions

Can't find what you're looking for? Reach out to one of our support staff and we will answer any questions you may have.

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What is healthcare marketing automation?

Healthcare marketing automation uses connected software and workflows to streamline processes like lead follow-up, appointment reminders, patient reactivation, and CRM management.

Instead of having staff manually complete every task, automations help ensure the right actions happen when specific events occur, improving consistency and freeing your team to focus on patients.

Can you connect Cerbo, Zenoti, or other EHR systems to my CRM?

Yes, provided the necessary integration capabilities are available.

We work with healthcare software including Cerbo, OptiMantra, Zenoti, and GoHighLevel to build custom workflows using supported APIs, webhooks, and integrations.

We evaluate your existing systems to determine what information can be exchanged, which processes can be automated, and where custom development may be necessary.

Can healthcare automations help reduce no-shows and improve patient retention?

Yes. Automations can support appointment reminders, cancellation follow-ups, rescheduling outreach, and patient reactivation campaigns.

For example, a canceled appointment can trigger a staff notification or an appropriate rescheduling message, while eligible inactive patients can enter a personalized reactivation workflow.

The exact capabilities depend on your scheduling system, patient communication permissions, and workflow configuration.

Do I need to replace my current EHR or CRM?

In many cases, no.

Our goal is to make your existing systems work better together rather than introduce unnecessary software.

We evaluate the capabilities of your current EHR, CRM, and scheduling platforms before recommending integrations or changes. If your systems support the necessary connections, we can often automate processes without replacing them.

Are your healthcare automations HIPAA compliant?

Healthcare automations can be designed to support HIPAA requirements, but compliance depends on the systems involved, the information being processed, and how the workflows are implemented.

We consider appropriate data handling, access controls, communication practices, and Business Associate Agreements where required.

Each workflow is evaluated based on your practice's needs and the capabilities of the platforms involved. If HIPAA encryption is required, then that is not a problem.

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Transform you Marketing Strategies today

Reach out to us today and see how we can help your practice grow through custom marketing strategies.