HealthFlowRx

Patient lead management + clinical workflow

Vein practice CRM.
One connected flow.

Connect marketing inquiries, Athena appointment activity, and patient follow-up in one Salesforce-based workspace, built around the way independent vein practices work.

FROM FIRST CONTACT TO FOLLOW-UP
FormsCallsAdvertisingReferrals
HealthFlowRxOrganize inquiries. Prioritize outreach.
Create patient in Athena ↓↑ Appointment activity
AthenaBook and manage appointments
A clear next action for your teamRebook cancelled visits · Arrange the next visit · Follow up
HPS team members collaborating during a laptop meeting

Close the gap between
marketing and the clinic.

An inquiry is only the beginning. HealthFlowRx gives your team a connected view of the journey from first contact through scheduling, visits, and follow-up. Bring source information and appointment activity together so the next action is easier to see.

Organize inquiries from forms, calls, advertising, and referrals.

Connect patient acquisition with Athena appointment activity.

Give your team actionable follow-up lists.

ONE CONNECTED WORKFLOW

  1. InquiryForms · Calls · Advertising · Referrals
  2. Athena appointmentCreate the patient, then book in Athena.
  3. Next actionReturned appointment activity guides follow-up.

One connected patient journey.

Keep your team’s outreach and your clinic’s appointment activity in the same loop. HealthFlowRx supports three connected steps:

01

Capture and organize inquiries

Bring connected marketing sources into an actionable worklist, with source details available to guide follow-up.

02

Create the patient in Athena

When the patient is ready to schedule, create their Athena record with one click, then book the visit in Athena as usual.

03

Bring appointment activity back

Appointment information flows from Athena into HealthFlowRx to help your team prioritize the next follow-up.

Turn appointment changes
into the next action.

Cancelled visits and gaps between appointments can be hard to spot across busy schedules. HealthFlowRx turns appointment activity into prioritized follow-up lists, helping your team identify patients who need a call, a rebooking, or help arranging their next visit.

Cancelled initial visit: reach out and help the patient rebook.

Initial visit complete, no next appointment: keep follow-up moving.

Ultrasound mapping complete, no next appointment: identify the next scheduling step.

Configured call, SMS, and email cadences help organize outreach.

HPS team discussing practice operations around a conference table

One workspace.
Shared visibility across your team.

HealthFlowRx brings the people involved in patient acquisition and follow-through into a connected workflow. Each team can work from the patient context and next steps relevant to its role.

01

Contact Center

New inquiries, outreach history, and the next follow-up action.

02

Insurance

Patient context and coordination across registration and authorization workflows.

03

Clinical Team

Appointment milestones and patients who need their next visit arranged.

04

Physician Liaison

Referral relationships, outreach activity, and visibility into referred patients.

05

Executive

Source performance, patient progression, and a clearer view of bottlenecks.

Physician leaders sharing insights during an HPS panel discussion
HPS leader discussing practice performance with the team

See marketing beyond
the lead.

Lead volume tells only part of the story. HealthFlowRx connects source information with appointment activity so practice leaders can review how inquiries progress into visits and through the patient journey.

Identify where follow-up stalls, compare source performance, and review physician liaison activity alongside referrals. More detailed financial analysis can combine these data with your practice’s expense and collections records.

Explore HPS marketing support or learn about practice intelligence.

In practice at Vein911.

At Vein911, the team uses HealthFlowRx to connect inquiry sources with appointment outcomes, organize patient follow-up, and review physician liaison activity. Vein911 combines HealthFlowRx and Athena data with its own accounting records for financial analysis.

The value is practical: clearer budget decisions and specific follow-up work for the team.

Marketing visibility
Patient follow-through
Referral accountability

Your HealthFlowRx questions,
answered.

A clear view of how the platform fits into your practice.

What is HealthFlowRx?

HealthFlowRx is HPS’s Salesforce-based patient lead management and patient journey platform for independent vein practices. It connects inquiry information, Athena appointment activity, outreach, and follow-up worklists.

Does HealthFlowRx replace Athena?

HealthFlowRx works alongside Athena. Your team can create a patient in Athena from HealthFlowRx, book the appointment in Athena, and use returned appointment activity to guide follow-up.

Which EMR does it connect with?

HealthFlowRx connects with athenahealth. If your practice uses a different EMR, contact HPS to discuss fit before planning a transition or implementation.

What follow-up opportunities can it help identify?

Examples include a cancelled initial visit, a completed initial visit without a next appointment, and completed ultrasound mapping without a next appointment. Worklists help your team identify the appropriate outreach and scheduling action.

Can it help evaluate marketing performance?

HealthFlowRx connects source information with patient and appointment activity. Detailed financial analysis can combine those data with practice expenses and collections. Discuss your reporting needs with HPS to establish the appropriate scope.

How do we get started?

Contact David Shimkus to request a walkthrough. HPS can review your current patient journey, Athena environment, users, reporting needs, configuration, training, and support. Pricing and implementation depend on the scope discussed with your practice.

Ready to connect your
marketing to your clinic?

See how HealthFlowRx could support your practice’s patient journey. Discuss your Athena environment, team workflows, reporting needs, and implementation with HPS.

David Shimkus
dshimkus@hps-network.com

HealthFlowRx Terms of Service