A AudienceManager Healthcare Technology Start at audiencemanager.app
HIPAA compliantPHI never touches public trackers

Every Lead Routed by Morning, Not Next Week

AudienceManager ingests each healthcare inquiry once, assigns it by rule, and dispatches it to the right office CRM the same morning. Then it activates privacy-safe hashed audiences for compliant advertising.

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Each client gets a unique cloud installation used only for their account.

Why now

Copy-Paste Handoffs Cost You Hours and Compliance

The old way leaks PHI through email threads and leaves leads sitting overnight. AudienceManager replaces it with one governed pipeline.

The old way

  • ×Night-shift staff copy-paste patient notes through email
  • ×Lead threads get forwarded between offices until someone claims them
  • ×Dashboard numbers never match what the CRMs actually received
  • ×Inquiries route slowly, so the right office calls back too late
  • ×Patient identifiers ride along in public tracking and ad flows

With AudienceManager

  • ✓Leads are ingested once from webhooks, Facebook, Jotform, CallTracking, GHL, HubSpot, Keap, and client APIs
  • ✓ZIP, agency map, and client-hub rules send each inquiry to the office that can take the call
  • ✓Automated triggers and queue retries push every lead into the CRM of record the same morning
  • ✓Reporting carries a tamper-proof audit trail, so dashboards finally match CRM records
  • ✓Audiences activate as hashed data across Google, PubMatic, Meta, and TikTok without exposing raw PHI

Inside the product

One Pipeline, Zero PHI Leaks

The modules already running in AudienceManager.

1.

Fast rule-based allocation

ZIP, agency map, and client-hub assignment replaces forwarding threads, so leads land in the right office within minutes of arriving.

2.

Automated PHI masking

Names, emails, phones, and free-text care notes stay masked unless a user holds the view-phi permission.

3.

CRM and EHR dispatch

WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, AxisCare, Salesforce, and Tableau stay in the loop through automated triggers and queue retries.

4.

Application-layer encryption

Lead PHI fields are encrypted when written through the Lead model, and API reads are masked end to end.

5.

Tamper-proof audit trail

Report views, exports, API reads, and CRM dispatches are all logged without storing extra PHI in the log.

6.

Hashed audience activation

Turn first-party or third-party data into privacy-safe hashed audiences for Google, PubMatic, Meta, and TikTok. Raw contact files never leave the governed path.

7.

Role-based access control

Roles, permissions, and super-admin boundaries keep public visitors out of reports and PHI screens entirely.

8.

Follow-up recovery

Abandoned carts, missed interviews, no consult, no estimate reply, and no surgery scheduled become activated follow-up audiences instead of dead ends.

100%of PHI views covered by roles, masking, encryption, and audit
Same morningfrom inbound inquiry to the right office CRM
16+ingest sources and CRM/EHR destinations already connected

Packages

Built Around Your Workflow

Every client gets a custom workflow designed for their organization, running on a unique cloud installation used only for their account.

Dedicated environment

Custom installation

Custom

A dedicated cloud environment and workflow designed for your organization alone.

  • ✓ Unique cloud-based installation for your account only
  • ✓ Custom lead routing workflow for your offices
  • ✓ HIPAA-compliant ingestion, masking, encryption, and audit
  • ✓ Hashed audience activation across ad networks
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FAQ

Questions Healthcare Operators Ask

How does AudienceManager keep PHI out of advertising?+

Audiences are activated as hashed data across platforms like Google, PubMatic, Meta, and TikTok. Raw contact files and patient identifiers never touch public-facing trackers or the public web.

Where do leads come in from?+

Webhooks, Facebook Lead Ads, Jotform, CallTracking, GoHighLevel, HubSpot, Keap, and client APIs all land in one store, so nothing arrives by forwarded email.

Which CRMs and EHRs do you dispatch to?+

WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, AxisCare, Salesforce, and Tableau stay in the loop through automated triggers and queue retries.

How is access to sensitive data controlled?+

Role-based access control, super-admin boundaries, and PHI masking mean names, emails, phones, and care notes stay hidden unless a user holds the view-phi permission. Public visitors cannot open reports or PHI screens.

Is each client on shared infrastructure?+

No. Each client has a custom workflow designed for their organization with a unique cloud-based installation used only for their account.

Can we follow up on inquiries that never converted?+

Yes. Use cases include abandoned carts, missed interviews, no consult scheduled, no estimate reply, and no surgery scheduled. Those inquiries become activated follow-up audiences instead of lost leads.

Move forward

Stop Forwarding Leads. Start Routing Them.

Get every inbound inquiry into the right office CRM the same morning, with a full audit trail and privacy-safe audience activation on top.

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