Delivered outcome · production evidence

A global clinic patient journey connected from inquiry through payment

A global appointment-based clinic needed its website, inquiries, marketing, sales follow-up, clinical records, and payments to operate as one patient journey instead of disconnected tools.

Delivered outcomeDesigned a unified operating flow from treatment discovery and inquiry through consultation, appointment, clinical handoff, payment, and long-term re-engagement.

What Zenveus built

The work behind the result.

A CMS-driven clinic platform connected to HubSpot CRM for lead capture, deal stages, sequencing, targeted campaigns, AI follow-ups and calling, with Accuro EMR and Clover payment integrations.

WORKSTREAM / 01

Multi-location patient acquisition

Created a CMS-driven clinic experience that connected treatment discovery, location routing, inquiry capture, and consultation requests.

WORKSTREAM / 02

CRM-led patient progression

Structured HubSpot lead and deal stages, sequences, campaigns, AI follow-ups, and AI calling so each inquiry could be tracked through the sales journey.

WORKSTREAM / 03

Clinical and payment handoff

Connected operating flows to Accuro EMR and Clover payments so marketing, consultation, clinical records, and payment could function as one patient journey.

Implementation stackCapabilities used in delivery
Directus CMSPostgreSQLFastAPIVite.jsTypeScriptHubSpot CRMdeal pipelinesmarketing sequencesAI follow-upsAI callingAccuro EMRClover APIappointment workflowsmulti-location routing.

Engineering takeaway

For appointment-based healthcare, the website is only the first step—the real product is the coordinated CRM, clinical, and payment workflow behind every patient interaction.

Bring us the constraint

Build the evidence your product needs next.

We can audit, harden, take over, or build the system — with a defined outcome and a production handoff.

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