Your website forms, paid search, social media and phone calls feed directly into MilestoneMedical. Every patient lead arrives with its source and campaign attached, so you can tie marketing spend to the patients it actually brings in.
The MilestoneMedical Service
A Fully Managed Patient Lead Management & Medical Workflow Service
MilestoneMedical is the patient lead management and medical workflow service for healthcare practices that market directly to patients — and whose success hinges on a defined milestone like a procedure, an admission, or a treatment series. We connect your marketing sources with your EHR — the source of truth for every patient journey — so everything between the first touch and that milestone runs as one connected workflow, not siloed across spreadsheets and email threads.
Unified Workflow, Driven by Your EHR
With real-time reporting across every stage of the patient journey.
1. We connect your marketing sources
2. We connect your EHR
Your EHR is the source of truth for every patient journey. We integrate with it directly, or through regular data exports when an EHR doesn’t offer an API, so every workflow runs on your real schedule and patient data, in both directions.
3. Real-time patient action lists
Automatically built from your live EHR schedule, so your team always knows exactly who to reach next. One workspace for marketing, intake, insurance and clinical teams, with lists for new patient leads not yet reached, canceled visits that haven’t rebooked, patients with no next appointment, and more. Patients clear off the list as soon as the follow-up is done.
4. We maintain it and report on it
Setting up every integration, and keeping it running, is part of the service. You also get ongoing management reporting: conversion by source, time to referral and authorization, payer mix and the milestone where patients fall out. Real conversion data also flows back to your campaigns, so they optimize for patients, not form fills.
What's Included
- Marketing source and EHR integrations, set up and maintained
- Real-time patient action lists that build and clear automatically
- Referral, benefit verification and authorization tracking
- Ongoing management reporting and analytics
- A Business Associate Agreement (BAA) for HIPAA
- A flat monthly fee per revenue-producing provider, with unlimited staff logins
